JavaScript Web Files in CRM Portals

by Levin, Aric

Business Solutions  Dynamics 365  Dynamics CRM  Online Services  Web 


Posted on 5/3/2018 12:31:00 AM


As in any project, either CRM or Web application, the requirement to have JavaScript libraries that can be accessed across multiple files is common. In Dynamics 365 Portals, the use of Web Files is how we have the ability of create files that will be shared across the entire portal, or possibly only sections of the Portal. These common files are stored in the Web Files entity. This issue is that when we try to add a JavaScript web file, we get an error that the attachment is blocked. Web Files use the Notes entity to store the actual files that we add to the Web File entity. 

 

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

by Levin, Aric

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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New Exchange Sync Community Edition available now for 2018

by Levin, Aric

Business Solutions  Dynamics 365  Exchange  IT Solutions  Office 365  Online Services 


Posted on 1/4/2018 7:30:00 PM


A lot of us used several products throughout the years to synchronize between Contacts in CRM with the Contacts in the user's Outlook folders, whether with the Outlook Addin, Server Side Sync or other third party products. In 2011, we released the first version of Exchange Sync, which allowed synching Marketing Lists and CRM Contact records with Exchange Distribution Groups and Mail Contact records. The product has since then been sold in the US and Europe, and gone through various iteration as CRM and Exchange evolved.

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