Creating a Portal Web Form

by

Business Solutions  Dynamics 365  Dynamics CRM 

Posted on 3/25/2018 11:17:00 PM


Microsoft Dynamics 365 Online comes with a Portal license which allows users to easily create forms that will capture user input and have that data populate the records of their different Dynamics CRM entities. In many community posts, I still see requests of how this process is done. In the following article I will demonstrate the step to create a web form in CRM and publish that form to the portal on the web site.

Read More

Creating Web Resource with a Lookup Control

by

Business Solutions  Development  Dynamics 365  Dynamics CRM 

Posted on 3/11/2018 12:45:00 AM


A few years ago we had some requirements where we needed to pop up an html web resource where users could select a value from a related entity (in a manner similar to a lookup control). We originally developed this as a regular drop down and retrieving the values using Rest messages, but later on decided to change this and have the user click on a "lookup" style control inside the web resource to get this working.

Read More

Dynamics 365 and SharePoint Online Integration – Web Api Development

by

Business Solutions  Cloud Platform  Development  Dynamics 365  Dynamics CRM  Online Services  SharePoint 

Posted on 2/28/2018 7:55:00 AM


Now that we have configured our SharePoint and Azure environments to allow us to create an API that will be called from CRM and process SharePoint requests, we will dive into the actual API.

Read More

Dynamics 365 and SharePoint Online Integration – Azure Configuration

by

Business Solutions  Cloud Platform  Development  Dynamics 365  Dynamics CRM  Online Services  SharePoint 

Posted on 2/25/2018 7:09:00 PM


The next part of this solution is to configure Microsoft Azure. If you do not have an Azure account, you can create a Trial account of Pay as you go account. If you are a partner or have a BizSpark subscription you get a certain amount of credits per month, which should be more than enough for the type of implementation that needs to be done using Azure.

Read More

Dynamics 365 and SharePoint Online Integration - SharePoint

by

Business Solutions  Cloud Platform  Development  Dynamics 365  Dynamics CRM  Online Services  SharePoint 

Posted on 2/25/2018 4:25:00 PM


The easiest part of this solution is to configure SharePoint. There is no custom development involved, but just the creation of the document library, the folders, custom lists and the attributes that we want to use for the solution. We will need to start with the creation of the custom lists as they will be used for the creation of the lookup attributes.

Read More

Dynamics 365 and SharePoint Online Integration - Overview

by

Business Solutions  Cloud Platform  Development  Dynamics 365  Dynamics CRM  Online Services  SharePoint 

Posted on 2/25/2018 4:05:00 PM


Over the past few years we have encountered multiple scenarios where the Out of the Box SharePoint Integration component, did not fulfill the requirements of our clients using Dynamics 365 and SharePoint. Some of these had to do with capturing additional attributes in SharePoint, and sharing similar data across different entities in SharePoint.

Read More

Global Cloning functionality for Dynamics 365

by

Development  Dynamics 365  Dynamics CRM 

Posted on 2/15/2018 12:28:00 AM


Recently I had a requirement to provide cloning capabilities for one of the projects that I was working on. It wasn't so simple as to just clone an individual record, but also provide the ability to clone the relationships.

Read More

Logic Apps and Azure On-Premise Data Gateway - Part II (Configuration)

by

Business Solutions  Cloud Platform  Dynamics 365  Online Services 

Posted on 2/11/2018 8:33:00 PM


In the second part of the installation of configuration of Azure Logic Apps with the On-Premise Data Gateway, we will review the requirements that are need inside of the Azure Portal. This will cover the creation of the Data Gateway resource, the Logic app and the creation of the Trigger and Action inside of the Logic App designer.

Read More

Logic Apps and Azure On-Premise Data Gateway - Part I (Installation)

by

Business Solutions  Cloud Platform  Dynamics 365 

Posted on 2/11/2018 7:45:00 PM


I recently had a requirement to configure Logic Apps for use with the Azure On-Premise Data Gateway and connection to an Oracle On-Premise database. Since I did not have access to the Oracle database at that point, I decided to try this out with an On-Premise SQL Server database as the logic should have been similar. I downloaded the Azure On-Premise Data Gateway and installed it on the server, and the configured the Azure environment to connect to the server and post data back to Dynamics 365. This post will be split into 2. The first is the installation of the Azure On-Premise Data Gateway, and the second is the configuration in Microsoft Azure, creating the connection, Logic App and setting the trigger and action.

Read More

Disable Delete icon on subgrid

by

Dynamics 365  Dynamics CRM 

Posted on 2/4/2018 11:36:00 PM


We recently had a requirement that users wanted to hide the Delete icon on the subgrid to prevent users from deleting records. Of course it is possible to remove the Delete privilege on the entity in Security Roles, but the requirement was different. When the status of the parent record was Active, the Delete operation should be allowed, however when the parent record was Inactive, the Delete operation should not be allowed.

Read More