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Tag Archives: Dynamics 365 CRM

How to create a SharePoint site and enable Server-Based SharePoint Integration for Document Management System in D365 CRM

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 … Continue reading How to create a SharePoint site and enable Server-Based SharePoint Integration for Document Management System in D365 CRM

How to Use Solution Checker to identify usage of the OrganisationData.svc endpoint (Odata Deprecation for Web resources)

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 … Continue reading How to Use Solution Checker to identify usage of the OrganisationData.svc endpoint (Odata Deprecation for Web resources)

Set multiple not resolved Email Ids as To Party CC Party & Bcc Party in D365 Email Message records using Cloud flows

Many a time it happens that we need to send emails that may be an email notification etc. to clients, with the power automate capabilities we can schedule, trigger, manually run, and do want not to automate these notification emails.  But the road blocker to all of these is not resolved email IDs, i.e. email … Continue reading Set multiple not resolved Email Ids as To Party CC Party & Bcc Party in D365 Email Message records using Cloud flows

Making Managed fields required dynamically in Dynamics 365

On some instances, there are Managed fields in Dynamics 365 CRM (or CE if you want to call it) where we can’t change the required level of the field from Fields i.e. on the database level. And you get the below error – Here’s an alternative way to do it. Scenario Let’s consider this scenario. … Continue reading Making Managed fields required dynamically in Dynamics 365

Let’s get started with Azure Function for Dynamics 365 CRM: Part 1

In this blog, we will learn how to create an Azure Function App to connect it with Dynamics 365 CRM and perform the CRUD operation in Dynamics 365 CRM. First, we will create an Azure Function project for Dynamics 365 CRM from Visual Studio, and below are the steps for the same. Open Visual Studio … Continue reading Let’s get started with Azure Function for Dynamics 365 CRM: Part 1

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