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Showing posts from April, 2018

Calling Dynamics CRM 365 actions using the Web API (from outside CRM and inside CRM using JavaScript)

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Calling unbound Dynamics CRM actions using the Dynamics 365 Web API We first need to create an unbound action. With unbound I mean “not related to a Dynamics CRM entity”. The image below shows you what a simple unbound action could look like. This action does nothing else but checking the inbound parameter called “Age”. If this “Age” parameter (which will be send to the action using the Web API) is 18 or higher, the action will set the output parameter called “Valid” to “true” and will return this value. If this “Age” parameter is 17 or lower, the action will set the output parameter “Valid” to “false” and will return this value. The image below shows this action. When we activate this action and browse to (or send a GET request to) “ [ORGANIZATION URL]/api/data/v8.1/$metadata ”, we will see that metadata about this new action will be exposed by CRM. The image below shows the exposed metadata about the new action: My action is called “dys_CheckAge”, so for an unbound ac

IntelliSense in Jscript/TypeScript file – Dynamics 365

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In this article, lets see how to configure intellisence with XRM syntaxes in your Jscript/TypeScript files. To enable IntelliSence, you need to install  xrm npm package  to your Visual Studio. Steps to install NPM package: To install npm package, you need to download and install a Visual Studio extension :  Package Installer Post installation, from your Visual Studio, select ‘Quick Install Package’ from Menu From the popup, Select ‘npm’ in the dropdown In the textbox, type ‘ @types/xrm ’ Click on ‘Install’ Post package installation, refresh the project and you should see a new folder ‘ node_modules ’ Note: If you dont get the ‘ node_modules’  folder, check your project’s physical location and add the folder to your Visual Studio project. In above screen, ‘TypeScript’ is my project name and post above steps, I got the ‘node_modules’ project. Enable IntelliSence in your Jscript/TypeScript file: Open your script file Drag and drop the ‘index.d.ts’

POWER BI INTEGRATION WITH MICROSOFT DYNAMICS 365 Out of box

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Today i am going to show and explain you how to integrate Dynamics 365 with Power BI Out of box.. First of all you need to enable the integration so go to Dynamics 365 > Settings > Administration > System Settings >Select  Reporting Tab That's all we need to configure in the Dynamics 365.. We are going to connect to one of the Content Packs made for Dynamics 365 inside Power BI, so we need the OData feed from D365. Go to Settings-> Customizations ->Developer Resources: From the above image copy the url..upto the .com... Login to the Power BI and Login with the same account as you logged into Dynamics 365. Open up the side bar menu and go to the Get Data Under the Content Pack Library: Select Services: Then you will be prompted with the below page and search for Dynamics 365 .. and select the Customer Service Analytics for Dynamics 365.. You will be prompted with the following page and click on the get in now button.. Again new pop up will come u

Fetch XML 5000 Records Limitation

Fetch all records Have you ever tried to write a code which will get you all records from a specific entity? It's harder then you think it is! Everybody who is a bit aware of the CRM SDK thinks it should be a fetch statement like this: <fetch mapping='logical'><entity name='account'><attribute name='accountid'/></entity> WRONG! This would only give you the first 5000 records in the database! It is written down in the SDK with small letters, but it could drive you crazy.. There are two solutions for this issue. 1) Add a registery setting to specify not to implement MaxRowsPerPage 2) Modify the fetch statement and merge several results Here are the details for each solution 1st solution Search in the SDK for the word "TurnOffFetchThrottling". You should add this as DWORD registery setting to HKLM\Software\Microsoft\MSCRM. Set the value to 1. You will now not have the 5000 records limit. 2nd

Dynamics 365-Twitter Integration

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Dynamics CRM always need integration with multiple system integration. Basically, Dynamics CRM sales and marketing module always looking for more integration with social sites like Facebook, Twitter, LinkedIn etc.  In my last project there was a requirement to integrate Dynamics CRM Marketing Campaign with Twitter. When organization create any new campaign/promotion organization need to spread tweet about that, so customer know about their campaign and promotions. Here, I will tell how you can integrate your Dynamics 365 with Twitter. Step1 : - Create Application in Twitter. I will demonstrate how you can create application in Twitter. Open given URL  https://apps.twitter.com/  in browser and login with our organization twitter account. Now click on “Create New App”. And provide your application details. In website textbox enter your company web address. If you do not have any web address, use can also use CRM online address. Make