Tip #794: Connect to Dynamics 365 in Azure Functions

Something useful

Delegating some work from plugins to Azure Functions turned out to be not as complex as we expected. Making function to do something useful (like updating Dynamics 365 records) was entirely different story. After running some NEL (naked eye learning) algorithms against our sales pipeline we calculated that an average opportunity value is inflated by […]

Tip #793: Enabled app does not mean installed

Gun locked

Depending on the licensing plan, Dynamics 365 instances can have an option to provision Dynamics 365 Portal. In Dynamics 365 Administration Center navigate to Applications and, if you have portal add-on in your subscription, you will see coveted Not Configured against the Portal Add-On app. Click Manage and off you go with the portal provisioning. […]

Tip #792: Invoke Azure Functions from Dynamics 365

Function app on consumption plan

You probably heard of the new kid on the Azure block: Azure Functions, that allow serverless execution of code. Wouldn’t that be nice to be able to trigger this serverless execution from Dynamics 365? I’m glad you asked! Since functions are very new, some plumbing is required but not as much as one would think. […]

Tip #787: Creating records in Project Service

Dictionary key

When creating records for one of the Dynamics 365 solutions, you may find yourself in the same situation as Guido “Trekkie not Star Wars fan” Preite. The simplest possible code to create msdyn_actual (part of the Project Service) generates “The given key was not present in the dictionary” error. One of the advantages (and curses) […]

Tip #786: Delete vs reset for Dynamics 365 instances

Service health - storage consumption

In Dynamics 365 admin center, you can Reset a sandbox instance – this deletes the current instance and provisions a new one in its place, essentially returning it to the factory conditions. However, any provisioned organization in Dynamics 365 consumes storage – about 180MB for empty Dynamics 365 organization without any sample data or trial […]

Tip #785: How to restore USD session

Restore

This question frequently comes up during the USD (Unified Service Desk, not $) projects and training sessions: what is the most effective way to save/restore the entire USD session? This functionality would enable some interesting scenarios, e.g. transfer the entire session from one user to another with the call transfer, or simply save a complicated […]

Tip #780: When trial is “sorry, that didn’t work”

I am so sorry

During the provisioning of new Dynamics 365 trial you may find yourself in the situation when provisioning process does not complete and you receive the “Sorry, that didn’t work” error message: Fubar symptoms include: Office portal works just fine CRM trial is actually provisioned and can be found under Billing > Subscriptions No CRM licenses […]

Tip #777: So long Microsoft.Xrm.Client and thanks for all the fish

So long and thanks for all the fish

At the beginning of the year we reported some ongoing issues with CrmServiceClient and recommended continuing use of Microsoft.Xrm.Client. The issues reported have been resolved and, as of now, there are no compelling reasons to use Microsoft.Xrm.Client. If you’re starting new project then the choice is trivial – simply use nuget packages for XrmTooling and […]