Dynamics 365 and SharePoint Online Integration – Web Api Development

by Levin, Aric

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.

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Dynamics 365 and SharePoint Online Integration – Azure Configuration

by Levin, Aric

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.

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Dynamics 365 and SharePoint Online Integration - SharePoint

by Levin, Aric

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.

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Dynamics 365 and SharePoint Online Integration - Overview

by Levin, Aric

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.

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Global Cloning functionality for Dynamics 365

by Levin, Aric

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.

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Disable Delete icon on subgrid

by Levin, Aric

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.

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Action Parameters referencing deleted entities

by Levin, Aric

Dynamics 365  Dynamics CRM 


Posted on 2/2/2018 1:35:00 AM


While working on a project, I recently encountered a strange behavior in Dynamics 365. I am not sure if this is a bug (or feature), but something that we should be really careful about. One of the entities that we were working on, was created without following the organizational guidelines and had to be recreated. In this particular scenario it is not really a big deal because the project is still in early stages of implementation so changes and cleanup occur on a regular basis.

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Process Deactivate Action on Multiple Records using Custom Workflow

by Levin, Aric

Business Solutions  Development  Dynamics 365  Dynamics CRM 


Posted on 1/30/2018 11:16:00 PM


In a few of my recent implementation I had the requirement of making modifications to many child records. Some of these processes required the use of an external SSIS package that executed a console application and ran on a schedule, but more recently I had a requirement to simply deactivate multiple child records. This of course can also be done using cascading rules, but it's a little more complicated once you involve custom filtering.

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Stub Users Reviewed

by Levin, Aric

Dynamics 365  Dynamics CRM 


Posted on 1/28/2018 3:07:00 AM


I have encountered many engagements in which the client needed to migrate data from other systems which had users that were not longer within the organization, and those users did not require access to Dynamics 365, but the client wanted to keep track of who the original owners or users that created the records were.

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Populate Lookup field based on related entity value

by Levin, Aric

Development  Dynamics CRM 


Posted on 1/1/2018 1:00:00 AM


In the last week I have seen at least three posts of requests on how to populate a lookup field based on a value of a text field that is supposed to search for the same data in a related entity. I am not going to delve on whether or not what you are trying to do is the correct choice, as I don't have your exact set of requirements, but I will explain how to perform the functions that you are looking for.

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