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

by Levin, Aric

Azure  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.

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

by Levin, Aric

Azure  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.

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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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Migrating your Client API to Dynamics 365 CE (v9) - Part III - Controls

by Levin, Aric

Business Solutions  Development  Dynamics 365 


Posted on 1/19/2018 1:15:00 PM


In this third post of the series, we will review the changes between the properties and methods of the control based on the getControls Collection or the Xrm.Page.getControl method. The tables below will show the base methods of the control, as well as specific method for specific control types.

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