• Custom SharePoint Integration with Microsoft Flow and Dynamics 365

      Dominic Jarvis, 11 July 2018

      SharePoint is a fantastic way to store documents and other files related to records in Dynamics 365. For one thing, the pricing for using storage in SharePoint is next to nothing compared to the price for the same amount of storage if purchased as database storage for Dynamics 365. Which is no surpr

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    • Query Paging using Dynamics 365 WebAPI

      Dominic Jarvis, 30 May 2018

      When working with data in Dynamics 365, particularly large data sets, paging results is a necessity. It allows you to retrieve more than 5000 records, and retrieve records in manageable set sizes. Paging using the WebAPI is a bit different to using the SOAP endpoint, so I’ve detailed below the struc

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    • Paging Caml Queries in C# - Microsoft SharePoint Online

      Dominic Jarvis, 18 May 2018

      When working with SharePoint, there are times that you may need to execute a Caml Query to perform a more complex query than can be executed using out of the box methods. Using the C# SharePoint Client sdk, there is very little in the way of documentation for working with this functionality. For th

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    • Trigger Rollup Field Recalculation using Dynamics 365 WebAPI and JavaScript

      Dominic Jarvis, 07 May 2018

      A common operation that is performed when working with records in Microsoft Dynamics 365 is rollup field recalculation. This is because by default, rollups are only recalculated once every hour. If you have logic that requires you to present the result of a rollup field immediately (for reporting pu

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    • Common Errors When Working with the Dynamics 365 WebAPI

      Dominic Jarvis, 04 May 2018

      Like anything, the Microsoft Dynamics 365 WebAPI has its quirks. It can be confusing at times, and occasionally does some odd things. I’ve compiled here a short list of some of the more confusing aspects of the WebAPI, to stop you from getting caught out. Request Syntax The request syntax for most r

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    • JavaScript and the Dynamics 365 WebAPI for Beginners - Associating Records

      Dominic Jarvis, 01 May 2018

      An action that needs to be commonly performed in Dynamics 365 is associating and disassociating records. These records may be associated via a 1:N or an N:N relationship, and you may want to either create or remove this association. Performing this action via the WebAPI is actually remarkably easy.

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    • Tips for Creating Interactive HTML Web Resources in Dynamics 365

      Dominic Jarvis, 18 April 2018

      HTML Web Resources can be a super handy way to add additional functionality to a form, whether this is to add information from an outside source, or to add (what amounts to) a custom control to the form. Due to the flexibility of HTML (and the CSS and JavaScript that is inevitably bundled with it),

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    • Performing Organization Requests from C# for Dynamics 365

      Dominic Jarvis, 09 April 2018

      In Dynamics 365, you may want to perform an Organization Request in a piece of custom code in order to trigger an Action, or perform an undocumented SDK operation. When attempting to do this from JavaScript, this can be a lengthy process which involves building a SOAP request and then posting to the

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    • How to Use Special Characters in HTML Web Resources in Dynamics 365

      Dominic Jarvis, 05 April 2018

      When creating content for web pages there are a bunch of readily available resources in the form of special characters that can easily be used for creating formulae, more interesting text, or scalable graphics. These characters are included in the font-sets, so are generally safe to use on different

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    • Set Focus to First Field on Form in Dynamics 365

      Dominic Jarvis, 03 April 2018

      Time was, when creating a record  , the first field on the form was the one that the focus was set to. Now, in Dynamics 365 the focus is set to the first mandatory field on the form . For people that are used to using forms as they have been in CRM, this can be quite the annoyance. Fortunately,

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    • Fast-Track Dynamics 365 Part 1 of 2 - Development with Visual Studio Snippets

      Dominic Jarvis, 16 March 2018

      When developing, there are often things that you repeat on a regular basis. In order to speed up development, it can be helpful to have portions of code that are available for quick access. With Visual Studio, it is possible to put together code snippets with templated variables, which allows for q

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    • Fast-Track Dynamics 365 Part 2 of 2 - Development with Visual Studio Templates

      Dominic Jarvis, 19 March 2018

      When developing, there are often things that you repeat on a regular basis. In order to speed up development, it can be helpful to have portions of code that are available for quick access. In a previous blog, I wrote about how you can use Visual Studio snippets to allow for quick creation of code&n

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    • How to Save Files in a Supported Manner Using Dynamics 365

      Dominic Jarvis, 06 March 2018

      With the move to Dynamics 365 version 9.x, many new methods have been added to the Client API. One of the particularly useful ones is the ability to (in a now supported manner) save files directly from Dynamics 365. A link to the documentation can be found here: https://docs.microsoft.com/en-us/dyn

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    • How to Reset to a Different CRM Version in Microsoft Dynamics 365

      Dominic Jarvis, 07 March 2018

      If you created a new Microsoft Dynamics instance recently, you may have noticed that the version of the instance is v9.x. If you created this for dev purposes, you may need this to be CRM v8.x or perhaps an even earlier version, and thankfully it’s pretty easy to set this up. Please note that this s

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    • Introducing Xrm.Panel for Microsoft Dynamics 365

      Dominic Jarvis, 28 February 2018

      Panels are a convenient feature introduced as a preview feature in the December 2016 update for Dynamics 365 (see: https://msdn.microsoft.com/en-us/library/mt790281.aspx ). Although technically available, the functionality didn’t appear to do anything until version 9 (tested with v8.2 on-premise). T

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