Dynamics 365 – Administration

1. Microsoft Dynamics CRM Service Health – Incident Example     

(with table of status values)

2. Dynamics 365 v9: Limitations Of Unified Interface

Are you planning to switch to D365 v9 Unified Interface? Hold on, think twice!

3. Scheduling Workflows With Microsoft Flow

4. Add mapping for custom attribute of Order product to Invoice product

5. crmtipoftheday: Tip #1172: Make your CDS environments visible with a touch of Flow

Dynamics 365 CRM : Development

  1. Microsoft Dynamics 365 CRM Developer Toolkit
  2. Developer Toolkit for Dynamics 365a)  Dynamics 365 CRM Developer Toolkit
  3. Enhancements to Client side Notifications in Dynamics 365

  4. Qualify Lead using Web API in Dynamics 365

  5.  Free solution – Calculate Duration of Business Days in Dynamics 365 CRM
  6. # Xrm.Internal
  7.  How to run the custom code in Dynamics 365 Portal
  8.  Multiple entities in one MS CRM chart
  9.   Address Validation for MSCRM
  10.  Can Dynamics CRM understand images? Yes!
  11.  Workflow Elements is a free solution for Dynamics 365 
  12.  Convert Plugins to Sandbox mode/Sandboxed

13. Set Default Business Process Flow on Create

14. “Microsoft Dynamics 365 Customer Engagement Portals Source Code” (Microsoft has made available the source code for their latest version of the Dynamics 365 Customer Service portals.)

15 Implementing Azure AD B2C with the CRM portal

16. official Portal documentation from Microsoft

17.  Microsoft Dynamics 365 v9.0 – Xrm.WebApi methods for CRUD operations

18.  Create record in PowerApps – Beware of the Curly Brackets

19. What’s New in Dynamics 365 CRM V 9.0 ?

20. https://danishnaglekar.wordpress.com/2018/06/14/common-data-service-cds-deep-dive/ —  Common Data Service (CDS) Deep Dive

Linked-In

21. Unit Testing & Handling CRM Requests using Fakes C#  Linked-In

22.

https://www.powerobjects.com/2018/09/04/dynamics-365-integration-testing-best-practices/

https://www.powerobjects.com/2018/08/31/user-acceptance-testing/

http://axforum.info/forums/showthread.php?p=412271#post412271 powerobjects: HTML Web Resources in Dynamics 365 + https://msdn.microsoft.com/en-us/library/gg309473.aspx

INTRODUCTION TO USING JAVASCRIPT IN DYNAMICS 365 — https://carldesouza.com/introduction-using-javascript-dynamics-365/

Dynamics 365: features, tips and tricks

  1. Editable Grids in Dynamics CRM

  2. Enhanced Business Rules in Dynamics 365 (Dynamics CRM)

  3.  LIst of Microsoft Dynamics CRM websites
  4.   Useful Dynamics 365 Resources
  5.  Ever wish for a way to embed tailored help content specific to your organisation directly into Dynamics 365? Now you can! It’s called Learning Path
  6.   TOP 20 new features of D365
  7. Hidden power of Dynamics 365 Portals

    > UPD – 14/11/2017 Goodbye Adxstudio, Hello Microsoft Dynamics Portals source code release, new features

    >> UPD 2:  GitHub project + Engineered Code Consulting Inc blog

  8. Concurrent business process flows in Dynamics 365
  9.  watch Microsoft’s new Dynamics 365 video modules on Partner Next.
    https://www.365talentportal.com/blog/dynamics-365-video-modules-partner-next/
  10. CRM and SharePoint – http://www.dynamicsobjects.com/
  11. Microsoft Dynamics 365 Documentation
  12.  Top 10 Dyn 365 Favorite tools
  13.  Using Microsoft Flow, users can easily create and automate workflows across multiple applications, in this case, Gmail & Dynamics 365. Once a flow is configured, it can be managed on desktop or mobile device and gives users an unprecedented ability to automate.
  14. Make the Business Process Flow fields to be required conditionally
  15.  Achieve Microsoft Dynamics readiness in 5 steps
  16. NOt only Dyn365 – Microsoft Flow part 1, 2, 3
  17.  Create a powerful Dynamics resume in 7 steps
  18.  Dynamics 365 Project Service Automation: Invoicing – Using Batch Jobs with Invoice Frequencies
  19. Move Dynamics 365 Attachments to SharePoint using Microsoft Flow

  20. Dynamics 365 Spring 2018 release – documentation & readiness

21 (Add-On)

Report Scheduler

Have you ever tried to schedule a report in Dynamics 365 only to realize that it isn’t possible out-of-the-box? With the Report Scheduler solution, you can! This solution imports a plugin which renders reports to a specified format.  Since the plugin is registered against an action, it can also be used in Microsoft Flow to schedule a report.

22. Geo-code Dynamics 365 Records Using Microsoft Flow   + Link-din discussion

23. Phone Call Transcription and Insights with Video Indexer and Dynamics 365

24  How to Upgrade Deprecated Client APIs to Support Dynamics 365 v9

When upgrading from Dynamics 365 Online version 8.2 to version 9.0, it’s good practice to check for any deprecated components. One area with the biggest changes are the client APIs. Microsoft reorganized the Xrm Client API object model to support the new Unified Interface.

In almost all Dynamics 365 v8 or older instances there will be some custom JavaScript (OnLoad, OnSave, and OnChange events), iFrames, ribbon buttons, and HTML pages with will need to be evaluated. Dynamics 365 v8.2 can upgrade to v9 without replacing code using the deprecated client APIs with minor fixes as needed. The deprecated client APIs will continue to be available and supported until Microsoft officially removes them from a future major release of Dynamics 365.

Of course, code using those deprecated client APIs will need to be replaced eventually.

Let’s say your Dynamics 365 v8.2 has 100+ web resources files with 7,000+ client API functions that will need to be replaced. How do you go about changing 7,000+ client API functions? You can use Dynamics 365 v9 JavaScript ValidatorScript Finder, and Ribbon Workbench2016 from XrmToolBox, Team Foundation Server, Visual Studio, or even NotePad++.

You can use the Dynamics 365 v9 JavaScript Validator tool to connect to Dynamics 365 v8.2 and scan through all the customized JavaScript and HTML files and list all the deprecated JavaScript functions needing replacement. This tool will help give you an idea of the scope of the effort required.

Visual Studio can find and replace all the deprecated client APIs in JavaScript and HTML files. This process can take a while because you will want to review each client API logic and understand its function before replacing it with the new client API functions.

The next step would be to use the Script Finder tool to identify all the events called from OnLoad, OnSave, OnChange, ribbon commands, grid, etc. When you’re fixing these items, be sure to enable the checkbox to Pass execution context as the first parameter for new client APIs calls. In addition, the Script Finder tool can identify where the events trigger the test for the JavaScript.

For ribbon commands, add CRM Parameter equals PrimaryControl in the custom JavaScript action for the ribbon button to pass the form context using Ribbon Workbench 2016 tool. The PrimaryControl contains the form context object.

Lastly, you can create and organize plans to test form events and HTML web resources in Dynamics 365.

 

Dynamics 365: The Next Chapter…

1. What will Dynamics 365 mean for XRM?

2. Dynamics 365 is coming and why you need to be ready

3. Dynamics 365 portals

4. Dynamics 365 – Online vs on-premises features FAQ – very detailed table

5. Microsoft Dynamics 365 Roadmap

6. Dynamics CRM 2016 (on-premise) vs Dynamics 365 CRM

     there are some new features inserted by Microsoft in Dynamics 365.

  • Field Service
  • Project Service
  • Resource Scheduling

7. A lot of links –Microsoft Dynamics 365 readiness guide for consultants

8. 8 features of Microsoft Dynamics CRM that will take a CTO to the next level

9. v.9 – Complete list of new features in this release can be found at https://docs.microsoft.com/en-us/dynamics365/get-started/whats-new/customer-engagement/new-in-july-2017-update?lipi=urn%3Ali%3Apage%3Ad_flagship3_pulse_read%3B1nPy28HhSZO5Es9%2F3EkAFQ%3D%3D

10.  Building training demos (a lot of …)

I was wondering what you all use to build guided training demos. In the past I used DemoMate, but they no longer sell licensed software. I have also seen a product called ClickLearn, which seems to have some promise.

11.  Dynamics 365 – News (Spring 2018)

MS CRM 2016: Exams

  1. MB2-712 (Customization and Configuration in Microsoft Dynamics CRM 2016) – Introduction2. Tips on passing the MB2-712 customization and config exam
  2. Announcing a unified .NET reference experience on docs.microsoft.com

CRM 2016 – Tips and tricks

  1. “Reassign records” does not reassign business rules!
  2.  CRM Online System Monitoring
  3.  Audit table details
  4. Microsoft Dynamics CRM 2016 Interactive Service Hub
  5.  Open Dashboards with URL in Dynamics CRM 2015/2016
  6.  Q – Is there really no global setting in CRM for user work hours?
    Answer >>  Not natively for User working hours no. Need to write code against Calendar entity. For CRM 2013+ Customer Service hours and Holidays, yes in Service Management.
  7. Set Process through Workflow in Dynamics CRM 2016
  8. Start –

The CRM Help Center (https://www.microsoft.com/en-us/dynamics/crm-help-center/default.aspx) is a good place to start. If you are working for a Microsoft Dynamics partner then the Dynamics Learning Portal (https://mbspartner.microsoft.com/Landing) provides access to online learning courses in preparation for the exams. If you are working for a Microsoft Dynamics customer then CustomerSource (https://mbs.microsoft.com/customersource/northamerica) would be a god first step. Alternatively, you can search for local Microsoft training partners in your area if you prefer face-to-face training (http://learning.microsoft.com).

 Download the CRM training resource guide at http://clickdimensions.com/crmtraining/

9. Free Webinar Friday: Introduction to the Dynamics CRM Interactive Service Hub recording is live

10. How to import Accounts and Contacts in CRM from Excel

11 Setting Alerts on Multiple Records

12  Custom Full Search in MS CRM

13  Any idea on how can we find out who has access to each record and what level of access in Dynamics CRM online ?  —  You can use the “Acces Checker” tool from XRM Toolbox on http://www.xrmtoolbox.com. It has many useful tools for CRM implementations. Highly recommended and free!

14 Crm web client speed /browser (how to improve)

15  Dynamics CRM trick to temporarily unlock locked fields on a form for editing (unsupported ?)

16 Some Dynamics CRM workarounds

Tools and add-ons for CRM 2016

  1.  Microsoft Dynamics CRM Personal Views Manager Utility
  2. Crm Service Impersonation: Shared Views Management
  3.  The CRM Deployment Wizard 
  4.  Convert FetchXML to SQL query

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