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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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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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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Dynamics 365 July 2017 Update New Web Api - Part I

by Levin, Aric

Business Solutions  Development  Dynamics 365 


Posted on 1/5/2018 1:00:00 AM


With the release of Dynamics 365 July 2017 Update, Web Api functionality can be performed by calling the functions and properties of the Xrm.WebApi class. The WebApi methods are available for both online and offline access (with offline access being available to mobile clients working offline). The base methods that are available for using the Xrm.WebApi include the following: createRecord, deleteRecord, retrieveRecords, retrieveMultipleRecords, updateRecord, execute and executeMultiple. The following blog post will provide a short description of each and code sample for each one. The execute and execute multiple will be shown in part 2 of this blog article

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Dynamics 365 July 2017 Update New Web Api - Online and Offline

by Levin, Aric

Business Solutions  Development  Dynamics 365 


Posted on 1/5/2018 12:58:00 AM


With the release of Dynamics 365 July 2017 Update, Web Api functionality can be performed by calling the functions and properties of the Xrm.WebApi class. The WebApi methods are available for both online and offline access (with offline access being available to mobile clients working offline). The base methods that are available for using the Xrm.WebApi include the following: createRecord, deleteRecord, retrieveRecords, retrieveMultipleRecords, updateRecord, execute and executeMultiple.

 

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Migrating your Client API to Dynamics 365 CE (v9) - Part II - Attributes

by Levin, Aric

Business Solutions  Development  Dynamics 365 


Posted on 1/2/2018 12:15:00 AM


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

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

by Levin, Aric

Business Solutions  Development  Dynamics 365 


Posted on 1/1/2018 2:28:00 PM


In this series, I will show the list of Dynamics CRM Api calls, and their new counterparts in Dynamics 365 Customer Engagement (v9). The first of this series will focus on the Xrm.Utility, Xrm.Page.data, Xrm.Page.ui and Xrm.Page.context. I will demonstrate the method calls in Dynamics CRM and how to get the same functionality using Dynamics 365 CE.

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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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