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Dynamics 365 Plugin Assemblies. Single or Multiple? You decide!

, December 22, 2022436 Views

In most projects with Plugins, there will be an obvious need for more than one plugin. This brings up challenges for how to organize and manage the assemblies and normally will result in having to strike a balance between maximizing plugin deployment segregation, (A single plugin class per plugin assembly) and ease of deployment/visual studio […]

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Dynamics 365 Sales Solutions: Are You Doing It Right?

, October 7, 2022366 Views

Let me ask you a question. I give you two options and ask you to choose. I will ask you to give the reason for your choice. Simple? Wait. Hear the options and you will realize just how sadistic I actually am. Give yourself some time to think and you will sympathize with me. You […]

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Dynamics 365 Sales data import. Anomalous materials and unforeseen consequences

, October 28, 2021676 Views

We all have imported data into CRM at some point in our life. And a part of the process of importing data is cleaning up the data the is to be imported. I am sure almost all of us have encountered some unusual data that we had to clean up and some unusual data that looks […]

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Load metadata of all entities and get Object Type Code based on Entity name in Dynamics 365 for Sales.

, August 12, 20212235 Views

In this blog I’ll be taking you over how to get the Object type Code for the particular entity based on the Entity name. Suppose we need to get object type code for different entities in a loop in an stand alone .Net application. Generally, people are writing a fetch into the loop but not […]

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Secure Authentication of SharePoint with PnP Framework with C#(Code)

, April 30, 202110396 Views

For a while, we had been using a NuGet Package named SharePointPnPCoreOnline(as shown in below image), which can be used for authentication to SharePoint and other SharePoint Client Side Object Model (CSOM) tasks for managing SharePoint Online Data. This is what we used in our previous blog posts part1 and part2 to connect using clientid/client […]

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Creating Appointment of Dynamics 365 for Sales with Plugin which would reflect in Outlook Calendar as a reminder.

, January 21, 20213466 Views

There are some requirements at times when we need to book Appointment in Dynamics 365 for Sales on creation of Lead with prospective Client every other day or similar other requirement, for such scenarios scheduling Appointment manually may seem to be tedious at times, so there is always a need to automatically create it from […]

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Connection to Dynamics 365 and SharePoint Authentication Using ClientId & ClientSecret: Part 2

, January 12, 20214167 Views

In our previous post, we saw what needs to be done in Azure and Dynamics 365. Now we will see the code part. Before we start with coding, the below nuget package should be installed. Nuget Package: Microsoft.CrmSdk.XrmTooling.CoreAssembly Reference link: https://www.nuget.org/packages/Microsoft.CrmSdk.XrmTooling.CoreAssembly For installing the package, open the Visual Studio -> Tools -> NuGet Package Manager […]

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