Recently we had a requirement for one of our Dynamics Portal projects that I thought we could share with the community. The requirement was pretty simple. We had a many to many relationships between Contact and Account (so that a contact could belong to multiple Organizations) that needed to be displayed in a dashboard.
Microsoft Dynamics 365 Online comes with a Portal license which allows users to easily create forms that will capture user input and have that data populate the records of their different Dynamics CRM entities. In many community posts, I still see requests of how this process is done. In the following article I will demonstrate the step to create a web form in CRM and publish that form to the portal on the web site.
A few years ago we had some requirements where we needed to pop up an html web resource where users could select a value from a related entity (in a manner similar to a lookup control). We originally developed this as a regular drop down and retrieving the values using Rest messages, but later on decided to change this and have the user click on a “lookup” style control inside the web resource to get this working.
dynamics-365-sharepoint-online-integration-webapi
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.
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.
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.
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.
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.
I recently had a requirement to configure Logic Apps for use with the Azure On-Premise Data Gateway and connection to an Oracle On-Premise database. Since I did not have access to the Oracle database at that point, I decided to try this out with an On-Premise SQL Server database as the logic should have been similar. I downloaded the Azure On-Premise Data Gateway and installed it on the server, and the configured the Azure environment to connect to the server and post data back to Dynamics 365.
