Recently I developed my first XrmToolBox Plugin : Attachment downloader for MS CRM ( https://www.xrmtoolbox.com/plugins/AttachmentDownloader/ )which can be used by business users to download attachments from any table in CE. Long ago I developed a windows application to download attachments ( https://vishalgrade.com/2018/01/22/ms-crm-attachment-downloader/ ) which was for on-premise CRM. I was getting many requests to add... Continue Reading →
How to use action as an integration tool in Dynamics 365 CE (CDS/Data Verse)
Action are powerful feature of dynamics 365 which help us to do many things including exposing a wrapper endpoint which can be used for performing any operation in dynamics 365 CE. The exposed endpoint can be called by any system who is authorized to do so. Although we have got a new feature (in preview... Continue Reading →
File Type column in Microsoft Dataverse (formerly cds)
Yesterday I saw that there is a new (new to me at least..!) type of column (formerly attribute) which you can create in any customizable table (formerly entity) which can be used to upload file. You can create multiple file type columns in a table and upload one file in one column. I create a... Continue Reading →
CDS Custom API Preview : How to create CDS Custom API
CDS Custom API Preview (An extension of custom action): How to create CDS Global Custom API CDS have workflow custom action which helps create a new plugin messages and we can register plugins on those custom message and execute any logic server side. Alternatively in such workflow custom actions we can write UI workflow like... Continue Reading →
Query D365 ce using fetch xml in azure logic app (without cds connector)
In azure logic app we have oob connector for cds (common data services) which does most of the task but have certain limitations. We know that fetchxml is much more powerful in terms of aggregation and joins. Also using below approach you can handle the cases where you just want to update dynamics fields in... Continue Reading →
Query D365 CE from console app using azure ad app using client credentials – (Server to server authentication using azure ad and application user for Dynamics 365 ce)
To query ce from outside ce using webapi, follow below steps:- Prerequisites :- Azure ad application with secret generated (Azure Subscription should be with same Office 365 account as of your D365 instance-you can login to azure using your ce trail instance credentials) (Ref ms docs) 2. Application user created in ce with same... Continue Reading →
How to generate early bound class for dynamics 365 CRM/CE
Below are the steps how we can generate early bound class for dynamics crm using crmsvcUtil :- Get latest crm sdk. Go to SDK\Bin folder, there you must see crmsvcUtil tool Open command prompt and go to SDK\Bin folder using "cd <sdk bin path>". For eg: If you have placed bin folder in c drive... Continue Reading →
How to track user location in Dynamics 365 for phone App – Part 2 | Track user on Google Map in CRM
Integrating google map with Dynamics crm In previous post we discussed how to Track latitude and longitude in Dynamics 365 for phone App Going one step forward, in this post i'll be showing how i have integrated google map into crm and shown the last locations of user on google map embedded on user record. I... Continue Reading →
How to track user location in Dynamics 365 for phone App
Track latitude and longitude in Dynamics 365 for phone App In previous post we discussed How to get address from longitude and latitude in c# | Reverse geo-coding in c# In this post, i'll discuss how we can track the location of a user using Dynamics 365 for phone mobile application. Prerequisit:- For storing the latitude... Continue Reading →