Category: Howto

Blog, Development, Howto

Pass DateTime parameters to set field record values

Today I got requirement to open new record form with prepopulated DateTime field. This article describes how to pre-set Date field: The following sample sets the Est. Close Date field for a new opportunity to January 31, 2011. The unencoded value for the extraqs parameter is “estimatedclosedate=01/31/11”. No single word about time component. Luckily I …

Blog, Development, Howto

How to share record with user using WebApi

You can use following code to share record (account in this case) with user (but you can share it with team as well) using JavaScript and WebApi without any additional development:

 

Blog, Development, Howto

How to call QuerySchedule using WebApi

Following code can be used to call QuerySchedule function using WebApi:

 

Blog, Development, Howto

How to Add Item to Campaign using WebApi

Following JS (with small changes) can be used to add Marketing List/Product/Sales Literature to Campaign:

 

Blog, Development, Howto

How to generate Excel Template from code

2 years ago as a part of Dynamics CRM 2016 release Microsoft introduced “Word/Excel Document Templates”. I saw examples how to generate Word template but have never seen the same example for Excel. Here is what I found after several hours spent with DB of CRM and ILSpy:

Huge limitation of this code – …

Development, Howto

How to use SendEmailFromTemplate action with JavaScript and WebApi

 

Development, Howto

How to Add records to Marketing List using WebApi

Following code can be used to add records to Marketing List using JavaScript and WebApi:

 

Blog, Development, Howto, Reports

Microsoft Dynamics 365 v9.0: How to fix connectivity issues between SSDT + Report Authoring Extension and Dynamics 365

At the moment (February 14, 2018) Microsoft hasn’t released version of Report Authoring Extension that supports both v9.0 and enforced TLS 1.2. This post will help people who develops reports for latest Dynamics 365 v9.0 using SQL Server Data Tools and FetchXml Authoring Extension.

Development, Howto

Microsoft Dynamics 365 v9.0: Usage of new OOB WebApi functions – Part 2

In previous post I described how to perform CRUD operations using OOB wrapper for WebApi operations released as a part of v9.0 release. In this I will describe 2 remaining methods – execute and executeMultiple. Methods are used to execute actions or functions.