Xrm.WebApi.online.execute (Client API reference) in MSD 365

Xrm.WebApi.online.execute(request).then(successCallback, errorCallback); can be used for CURD operations, also to execute workflow and action. In the above syntax ‘request’ will be a object which can have all information of the operation. The details of the request can be found here in more depth. Here is some details ..

Continue reading “Xrm.WebApi.online.execute (Client API reference) in MSD 365”

Activate-Deactivate Plugins/Process with code

while deploying our customisation to target environment many times we need disable/deactivate plugins and or process. Manually, its straight forward but what about when you are working with DevOps or you cannot touch target environment. In such environment, we need to handle it with code. So for that here are the steps …

Continue reading “Activate-Deactivate Plugins/Process with code”

System jobs in Dynamics

For DevOps, we have to handle each and everything from code behind and in automated way. Thus, wrote code to create manage System jobs to delete records every night in Dynamics. Here are the main points from my understanding ..

The BulkDeleteRequest message will create a bulk delete job that will be automatically executed on a specified interval for a specified set of data.  The job will be executed by the CRM Asynchronous service.

Continue reading “System jobs in Dynamics”

Pass parameter to RDL

Sometime we need to send parameter dynamically to SSRS report, to achieve it below JS function will help … here key thing is “&p:”, whatever next to this one will be considered as parameter, e.g. “&p:parameterName=parameterValue”. You can pass more than one parameters too.

Continue reading “Pass parameter to RDL”

Reports in MSD 365

To create SSRS report for MSD 365, we need SQL Server Data Tool, its part of Visual studio itself. To create report follow the below steps ..

Continue reading “Reports in MSD 365”

Microsoft Learn- New DLP

Microsoft launched a new learning portal called ‘Microsoft Learn‘. You will find here study materials for MSD 365 apps and all. Earlier DLP (Dynamics Learning Portal) was doing same thing but it was closed portal, not open for everyone.

There are plenty of courses but few are ..

Learning for Field Service:

Learning for Power Apps:

Learning for MSD 365 Portals:

Learning for Customer Engagement:

Learning for Customer Service:

Learning for Marketing:

Learning Sales:

That’s it for now!! Thanks!

JavaScript Changes – Dynamics 365 9.0

This blog is re-blogged, thanks to Sachin Bansal!!

JavaScript Model Changes ||    New Client APIs     ||     Deprecated Client APIs

J1

There are significant changes made to Client APIs in Dynamics 365 version 9.0 release. Table below lists four main changes happened in this release:

Continue reading “JavaScript Changes – Dynamics 365 9.0”

Dynamics 365 Portals: Configuration

Why we need portal.. ? in short, we need it for ….

  1. Customer Engagement
  2. Customer Self-Help
  3. Partner Engagement
  4. Employee Engagement
  5. Custom Portal Framework
  6. You can configure multiple portals for same environment too..

Portal Configuration:

  1. Go to MSD’s Admin and click on Dynamics 365 link
Continue reading “Dynamics 365 Portals: Configuration”

Ribbon workbench publishing issue: No SOAP Envelope in response

Recently, while working on a government project (MSD 365-V8 On Premice environment), I faced this weird issue that my ribbon workbench was not publishing anything, not even the single entity without any change. whenever I try to publish the entity, he was throwing below exception…

‘No SOAP Envelope in response’ Continue reading “Ribbon workbench publishing issue: No SOAP Envelope in response”

Auto-Save Editable sub-grid

If you are working with editable grid, then there is a very common problem user faces that they always forget to save that grid and proceed further with the next business step on MSD 365 form.

The strange part is when the user makes some changes on the grid and saves the data, data won’t be saved but if they click on ‘Save and Close’ data gets saved. But with this user needs to open the same record again to proceed next. Continue reading “Auto-Save Editable sub-grid”