Category Archives: Dynamics CRM

Show Lookup Dialog in Dynamics 365 v9.0

Introduction: In Dynamics 365 v9.0 Microsoft introduces new development feature in Dynamics 365 to show lookup dialog using Xrm.Utility.lookupObjects method. Xrm.Internal.Opendialog is most commonly used method to open dialog where we need to provide URL. But this method is not supported in UCI or mobile app. So, open a lookup window using JavaScript can be… Read More »

Parse JSON string that represents the Dynamics 365 plugin execution context received in Azure Function

Introduction: In our previous blogs of this Integrating Dynamics 365 with Azure Functions series, we have gone through a walkthrough with an example of creating an Azure Function and call the same through the following, An example of directly calling an Azure function from traditional workflows. Register as a WebHook and invoke it from a… Read More »

Integrating Dynamics 365 with Azure Functions – Part 3

Introduction: In our last post about Azure functions, we saw how to register the workflow assembly and execute the workflow using Microsoft Flow in Dynamics 365. Continuing with our series to call webhooks from CRM, let us register the Azure function created as a Webhook. We register this using the Plugin Registration Tool (PRT) From the PRT… Read More »

Handle Alternate Key Exception: “Event failed due to an exception” in Dynamics 365

Introduction: We all know Alternate Key is used for the unique identification of an entity records in Dynamics 365 in the place of the primary key. The alternate key can be a combination of more than one attributes in Dynamics 365. Using alternate key user can identify a unique record in the system. In this… Read More »

Integrating Dynamics 365 with Azure Functions – Part 2

Introduction: In our recent blog, We saw how to create an Azure function and now that we have our Azure function ready and hosted, let’s look at invoking the function through a workflow. At this point, we will execute the function through an HTTP request instead of registering the function as a Webhook. Let us modify the… Read More »

Working with String (RESX) web resource in Dynamics 365 v9.0

Introduction: As we all know the new release of Dynamics 365 i.e v9.0 has come up with many new features. Along with these features Microsoft also introduced below new web resources for Dynamics CRM. Vector Format (SVG) String (RESX) In this blog, we are going to check how to work with web resource type “String… Read More »

Integrating Dynamics 365 with Azure Functions – Part 1

Introduction: Azure function is a serverless architecture where your code is hosted in the cloud and you do not need any infrastructure to host this. Traditionally extending business logic for Dynamics 365 Customer Engagement (D365 CE) included creating plugin and workflow assemblies which would be deployed to CRM using Plugin registration tool. The assembly could… Read More »

Appointments on Schedule Board in Dynamics 365 Field Service

Introduction: Schedule board in an important feature in Dynamics 365 which gives an overview of the resource availability and bookings user can make. Whenever the Field Service solution is installed, the schedule board shows the work orders by default. But what about the other entities? What if I want to schedule the appointments too on… Read More »