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 #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 #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 #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 […]

Tip #771: Dynamics 365 Developer Toolkit is available

Developer tools

Good news for the developers – after long delays and missed Visual Studio releases, Microsoft Dynamics 365 Developer Toolkit has been released as a free Visual Studio extension and is available for download. The first thing you’d want to do after the installation is to let the tool know where your tools live. Go to […]

Tip #770: Power to the users and developers with Chrome extension

Shoot yourself in a foot

If you are developer or power user, and don’t mind shooting yourself in a foot, check out Chrome Extension for Dynamics CRM Power users, available as a Chrome extension or as a birthday suit a.k.a. source code. Just some of our favorite features: God Mode. Makes all mandatory fields optional. Makes hidden fields/tabs/sections visible. Makes […]

Tip #768: Avoid running out of memory when using CRM context

Low memory

When you process large data in your code, email attachments, for example, there is always a danger of running out of the available memory. Consider this code dealing with the email attachments: The danger here is running out of memory on retrieval of the file attached to the CRM notes. Even though from C# point […]

Tip #757: Passing enumerated values to Web API

Passing values

Shiny Dynamics CRM Web API has a number of useful functions that you can call using simple GET. Like ubiquitous WhoAmI: https://notarealorg.api.crm.dynamics.com/api/data/v8.1/WhoAmI, nifty RetrieveOrganizationResources: https://stillnotarealorg.api.crm.dynamics.com /api/data/v8.1/RetrieveOrganizationResources, or canny RetrieveDataEncryptionKey: https://yesthisisarealorg.api.crm.dynamics.com/api/data/v8.1/RetrieveDataEncryptionKey. Some of these functions require parameters and documentation how to pass parameters is available. Except that the documentation does not explain how to deal with […]