Month: January 2018

Business Solutions, Development, Dynamics 365

Process Deactivate Action on Multiple Records using Custom Workflow

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.

 , , , ,
Business Solutions, Development, Dynamics 365

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

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.

 ,
Business Solutions, Dynamics 365, Messaging

New Email Features in Dynamics 365 v9 UUI

With the release of Microsoft Dynamics 365 Customer Engagement (July 2017 Update), Microsoft has finally included new Email functionality in the Unified User Interface. This includes the new email designer, with many enhancements, preview for multiple devices, and well as email tracking. This post will show some of these features and capabilities within this post.

 
Business Solutions, Dynamics 365

Microsoft Dynamics 365, version 9.0 Customer Update coming February 2018

Microsoft is currently in the final phase of preparation for the Customer Driven roll-out, which will allow Customers to schedule the update of an instance to Dynamics 365 v9.0. The target date is set for January 2018, with a processing window of the scheduled updates to begin in February 2018.

 
Business Solutions, Development, Dynamics 365

Dynamics 365 July 2017 Update New Web Api – Part I

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

 ,
Business Solutions, Development, Dynamics 365

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

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.

 ,
Business Solutions, Dynamics 365, Exchange, IT Solutions, Office 365, Online Services

New Exchange Sync Community Edition available now for 2018

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.

 
Business Solutions, Development, Dynamics 365

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

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.

 ,
Business Solutions, Development, Dynamics 365

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

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.

 ,