Visual Studio and the .NET Framework for Dynamics 365 CRM Online V9.X

Arun Potti's MS CRM blog

The .NET SDK assemblies for Dynamics 365 (online) are built on .NET Framework 4.5.2.

You can use Visual Studio to build your managed code applications using .NET Framework 4.5.2 or later.

Important

You should build any custom client applications using Microsoft .NET Framework 4.6.2 or later. Starting with the Dynamics 365 (online), version 9.0, only applications using Transport Level Security (TLS) 1.2 or better security will be allowed to connect. TLS 1.2 is not the default protocol used by .NET Framework 4.5.2, but it is in .NET Framework 4.6.2.

Enforcement of this higher standard for security will only be applied to Dynamics 365 (online), version 9.0 at this time. If your clients are designed to connect to any version or deployment type you can prepare by re-compiling the application to use .NET Framework 4.6.2. 

Tip

When installing .NET Framework 4.6.2 on your development computer, be sure to install the developer…

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Categories: Uncategorized

New Dynamics 365 Certification Exams

Firoz Muhammed | Dynamics 365 | Consultant | Trainer | Blogger

Microsoft has released a couple of new certification exams for Dynamics 365 by January 31st, 2019 and is in beta now.  Few more got released by 31st March.

These incudes Customer Engagement as well as Unified Operations certifications exams.

dynamics-365-customer-engagement-crm-unified-operations-new-certificationsHere is the list of new Certifications:

1. Dynamics 365 Customer Engagement Certifications:

MB-200
Microsoft Dynamics 365 Customer Engagement Core
(released January 31, 2019)

MB-210
Microsoft Dynamics 365 for Sales
(released January 31, 2019)

MB-220
Microsoft Dynamics 365 for Marketing
(released March 31, 2019)

MB-230
Microsoft Dynamics 365 for Customer Service
(released January 31, 2019)

MB-240
Microsoft Dynamics 365 for Field Service
(released March 31, 2019)

2. Dynamics 365 Unified Operations Certifications:

MB-300
Microsoft Dynamics 365 Unified Operations Core
(released March 31, 2019)

MB-310
Microsoft Dynamics 365 for Finance and Operations, Financials
(released March 31, 2019)

MB-320
Microsoft Dynamics 365 for Finance and Operations, Manufacturing
(released March 31, 2019)

MB-330
Microsoft…

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Categories: Certifications

How to change Dynamics 365 CRM web interface from UCI to Classic version?

Arun Potti's MS CRM blog

Recently created a Dynamics 365 CRM 30 days trial version (Ref: How to Setup Dynamics 365 30 days Online Trial version?) and it was navigating to CRM home page showing the list of UCI Apps, instead of showing CRM Classic Web UI.

Below is the screenshot for reference.

Later found that, the rendered URL was showing differently in the browser and having forceUCI and pagetype parameters.

https://CRMOrgName.Region.dynamics.com/main.aspx?forceUCI=1&pagetype=apps

If you want to see the old Classic Version of CRM, just use the parameter forceClassic=1, instead of forceUCI=1 and remove the parameter pagetype=apps in the URL and final URL will be like the below,

https://CRMOrgName.Region.dynamics.com/main.aspx?forceClassic=1

Bookmark the URL and explore CRM 🙂

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Categories: Customization

Where is “Settings” area in Dynamics 365 CE/CRM UCI Apps?

When you open Dynamics 365/CRM in Unified Interface Apps mode you won’t find Settings area under main module areas.

SettingsTo open the Settings area, you have to click on the wheel symbol on the top right-hand side of the application, and then click on Advanced Settings.

Settings2

Another window will open with just Settings area.

Settings3

Now you can enjoy making changes through Settings area 🙂

How to Disable Unified Client Interface (UCI) in Dynamics 365 CE (Enable legacy web client)

With the release of Dynamics 365 for Customer Engagement apps version 9.0, Microsoft has introduced a new user experience – Unified Interface – which uses responsive web design principles to provide an optimal viewing and interaction experience for any screen size, device, or orientation.

If you spin up a new Dynamics 365 CE online instance, it will automatically open in UCI mode.

To disable Unified Client Interface (UCI) or Unified Interface follow below instructions:

  1. Browse the Dynamics 365 CE (CRM) URL and it would navigate to Dynamics 365 home page showing the list of UCI Apps, instead of showing CRM Classic Web UI.UCI
  2. Open Dynamics 365 – custom web app
  3. Open System Settings (Advanced Settings –> Settings –> Administration –> System Settings). If you are not sure where to find Settings area in a UCI apps click here.
  4. Click on General Tab
  5. Change Enable only the Unified Interface value to No, under section Use the new Unified Interface only (recommended)UCI1
  6. Refresh the browser and you will see the classic version of Dynamics 365 CRM web interface

Enjoy your familiar classic web client 🙂

 

Top 6 Reasons why Dynamics 365

While attending the recent Dynamics 365 Spring 2018 Release Partner event at Microsoft in Toronto, here is Microsoft’s sales pitch on Dynamics 365:

1. Rationalized Platform: Broad MS platform, best-in-breed, in 15+ Gartner MQ leader positions

2. Leading Cloud: IaaS/PaaS/SaaS, Analytics, Encryption, Identity, Intelligence, IoT

3. Complete Productivity: Designed for Office, social/Insights included, LinkedIn, superior Business Process Flow & better UI

4. Balanced Partnership: Yearly true-down, combined support, accountability, multiple workloads

5. Built for Intelligence: Already uses intelligence suite, rich roadmap with heavy AI investment

6. Unmatched Value: Lowest total TCO, transparent pricing, no nickel& diming via add-ons

 

Execute Workflow using Web API in Dynamics 365

The following JavaScript code will be used to execute workflows in Dynamics 365.
Note: The following code will work only for Dynamics CRM 2016 Update 1 (8.1) and later releases including Dynamics 365.

function ExecuteWorkflow() {           
    var correspodenceId = Xrm.Page.data.entity.getId(); // case guid
    var workflowId = "{2e7dca90-3a40-1234-3456-a8e3fc1edcd2}"; //Replace your workflow id here. workflowId is fixed because of solution transfer and it is not going to change with environment.
    var functionName = "ExecuteWorkflow: "; //function name
    var query = "";
    try {
        //Define the query to execute the worklfow
        query = "workflows(" + workflowId.replace("}", "").replace("{", "") + ")/Microsoft.Dynamics.CRM.ExecuteWorkflow";
        var data = {
            "EntityId": correspodenceId
        };
        //Create a request                
        var req = new XMLHttpRequest();
        req.open("POST", Xrm.Page.context.getClientUrl() + "/api/data/v9.0/" + query, false);
        req.setRequestHeader("Accept", "application/json");
        req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
        req.setRequestHeader("OData-MaxVersion", "4.0");
        req.setRequestHeader("OData-Version", "4.0");
        req.onreadystatechange = function () {
            if (this.readyState == 4 /* complete */) {
                req.onreadystatechange = null;

                if (this.status == 200) {
                    //success callback this returns null since no return value available.
                    var result = JSON.parse(this.response);


                } else {
                    //error callback
                    var error = JSON.parse(this.response).error;
                }
            }
        };
        req.send(JSON.stringify(data));
    } catch (e) {
        alert('An error has occurred - Function name:' + functionName + 'Error:' + e) //throw exception                        
    }
}