Introduction Global Search for Microsoft Dynamics 365 is a custom module, which allows you to search across all CRM entities at the same time, providing results in a single-view convenient layout. For more details please follow the link: Global Search for Microsoft Dynamics CRM Online User Manual Adding an Entity and fields in Global Search On Dynamics 365 CRM Step 1: Log in to the required Power Apps environment using the URL https://home.dynamics.com. by providing a username and password and select your environment accordingly. Step 2: Once you have logged into your environment, click on the Settings Icon and select Advanced Settings. Step 3: Drop down Settings and then click on Administration. Step 4: After clicking on Administration, select System Settings. Step 5: Go onto the option Set up Search and then click on Select. Step 6: For FYI, you can select 10 Entities at a time for Global Search. So Select the 10 Entities according to your requirements. We can even sort the Entities using the options Move up and Move down. Step 7: As I have said in Step 5, the maximum number of entities that can be added is 10. Step 8: Once the above steps are done, Return to the below page and click on [Solutions]. Create a solution and add the required table which you wanted to show in Global Search. In my case, the table name is Order Fulfillment. So accordingly add your Entity/Tables. Step 9: Click on the Entity in which you are working inside the solution and click on Views. Step 10: Typically, the global search option in D365 CRM is associated with Quick Find View. Select the Quick Find Active Order Fulfilments view. Step 11: Add the Fields which are needed for View and Find Columns. FYI, in the main D365 CRM Form, the global search has the feature of displaying only the first 3 fields of that view. So insert the important 3 fields in the view first. Step 12: Once all the customizations are done, Save and publish the solution. Step 13: Return to the D365 CRM Main page of our Model Driven App and as highlighted below, click on that icon and try searching for the value of the field. For example, If you have added a field named ‘Order Number’, Try searching the value of that field. Step 14: Once I type the value, the entity in which the value has been present has shown up. For your information, only three fields will be visible once you do the global search and 10 Entities can be visible during the global search. Hope this Helps!!!

What is a SharePoint site? Sharepoint site is an application which is provided by Microsoft which can be used to store information and content. This may include documents, images videos, tasks, and so many things. For more details please follow the link Steps to create a site and integrate your SharePoint with D365 CRM Step 1: Log in to Office 365 login and open SharePoint. Step 2: Once you click on Sharepoint, go onto the Home icon and click on +Create site. Step 3: Click on Team site. My requirement is to track my project status and to share team resources and co-author content. So that’s why I select the Team site. Step 4: Enter your details for your new site and once done, click on Next. Step 5: You can also add specific members for your site(not necessary). Once done click on Finish. Step 6: Once you click on Finish, it will redirect it to your site which you created. Just copy the above link of your site which I highlighted. Just copy the link to your site. It will be used later. Step 7: Go into Dynamics 365 CRM and login in with your credentials OR mention your URL for e.g. abcde.crm.dynamics.com and then login. Once done, click on the ellipses(3 dots) and select Advanced Settings. Step 8: Drop down the Settings icon and click on Document Management. Step 9: Click on Enable Server-Based Sharepoint Integration. Step 10: In simple terms, what we are doing is integrating and validating the configuration of SharePoint. Click on Next. Step 11:  Select Online and then click on Next. Step 12: Enter the URL I previously asked to copy and paste(In Step 6). Paste that link here and click on Next. In the Next Step, it will validate that site. After that click on Finish and wait for 3-4 mins. Step 13: After Refreshing you will observe that Enable Server-Based Sharepoint Integration section has changed to One Note Integration. This means that your SharePoint has been enabled and what’s remaining is to add the entities which need to be stored in Sharepoint. Step 14: In Order to do that, click on Document Management Settings. Step 15: Select the entities which you want to enable for the Document Management System. Step 16: If you want a folder structure based on a certain entity you can check the option Based on entity and select the entity you want. Step 17: Click OK to continue. Step 18: FYI the status is showing me cancelled since I have already created the document management system for these selected entities previously. In your case, the status will show completed if you are doing it for the first time. Step 19: Go onto your SharePoint site and click on Site contents Step 20: Here you can view all the entities which were selected for the Document Management System. Hope this Helps!!!

The Organization Data Service is an OData v2.0 endpoint introduced with Dynamics CRM 2011. The Organization Data Service was deprecated with Dynamics 365 Customer Engagement v8.0 in favor of the Web API, an OData v4.0 service. For more details please follow the link https://powerapps.microsoft.com/en-gb/blog/odata-v2-0-service-removal-date-announcement/ OData v2.0 Service removal date announcement | Microsoft Power Apps To determine the deprecation in your old javascripts below is the blog you can refer to. Step 1: Log in to the required Power Apps environment using the URL make.powerapps.com by providing a username and password and select your environment accordingly. Step 2: Go onto Solutions and click on [+ New solution] from the menu bar Step 3: Name your Solution and fill in all the details which include the Publisher as well as the Version details. Step 4: Go inside your solution and select Add existing option. Click on More and select Web resource. Step 5: Search for your web resources using your custom publisher. For example, your publisher might be new_ or abc_ and so on.It depends on how you name your publisher. Step 6: Select all the web resources you required and once done, go back to the solution and click on the ellipses(3 dots) of your solution. Click on the option Solution checker and select Run. Step 7: We can also view the Run Status of the solution. Step 8: Click on Ellipses(3 dots) again of the solution you have worked on and click on Solution checker and then you can view the option Download results. Click on that option and once you download it, it will be downloaded in the form of xlsv(excel). Try searching the issue for web-avoid-crm2011-service-data on that excel sheet. Hope this helps!!!