Back to Basics # 25: Understand BPF Stages and Data Steps in Dynamics CRM

Introduction: To define and enforce consistent business processes help people using the system can focus on their work and not to perform a set of manual steps. If we need staff in any organization to follow same steps and stages to follow with customers, then Business Process Flow will be used. In this article we …

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Back to Basics # 24: Create Auto Number Field in Dynamics CRM

Introduction: In Dynamics / Power Platform at times we require automatically generate auto number for an entity which has the alphanumeric characters. Microsoft offers custom format auto number option as well.  In this example let us see for contact entity how this can be achieved to generate automatic Id creation for contact record. Step 1: …

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Back to Basics # 23: Create Application User in Dynamics CRM

Introduction: In Dynamics / Power Platform integrations plays an important role for extending Dynamics/Power platform to integrate with legacy systems or other applications. Post creation of an application in Azure Active directory, next application user must be created so that this user can be used to connect to Dynamics CRM from other applications. In this …

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Back to Basics # 22: Use Postman Tool to Create and Update Records in Dynamics CRM

Introduction: One of the common scenarios is to work with CRM Web APIs is to quickly create or update records in Dynamics CRM. Within less time, we can achieve this requirement using Postman tool, here as an example going to create and update contact record. Step 1: Open Postman tool, desktop version and take a …

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Back to Basics # 21: Use CRM REST Builder in Dynamics CRM

Introduction: One of the common scenarios is to work with CRM Web APIs to get details of records that are present in Dynamics CRM. To test quickly CRM WEB API requests, CRM REST Builder was used, which needs to be installed inside Dynamics CRM. Step 1: Navigate to the following url https://github.com/jlattimer/CRMRESTBuilder/releases and download CRM …

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Back to Basics # 20: Connect Dynamics CRM with Postman Tool Environment

Introduction: During certain scenarios we must quickly test Dynamics CRM Web API Requests. We Can leverage Postman Tool to achieve. As an example, here we are going to explore how to create an Environment in Post Man Tool. Step 1: Open Postman Tool, click on Environments and then Click on + button and name it …

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Back to Basics # 19: Register an App in Azure Active Directory with Dynamics CRM Trial Environment

Introduction: In Dynamics 365 CRM or Power Platform, Application Id is required (i.e., oAuth) to authenticate. Here we are going to register a new App in Azure Active Directory so that from Dynamics CRM we can use this app id in the applications most of the common scenarios is to have this app id to …

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Back to Basics # 18: Business Rules  with Entity Scope and Custom Code Execution

Introduction: In Dynamics 365 CRM or Power Platform, updates in entity data by using service call /SDK which do changes in server side, then server-side business rules will fire i.e., business rules with scope Entity will fire. As a business scenario we are going to see updates in contact entity by using SDK Call through …

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Back to Basics # 17: Business Rules with Scope Entity and Server-Side Execution

Introduction: In Dynamics 365 CRM or Power Platform, updates in entity data by using service call /SDK which do changes in server side, then server-side business rules will fire i.e., business rules with scope Entity will fire. As a business scenario we are going to see updates in contact entity by invoking service call  through …

Continue reading Back to Basics # 17: Business Rules with Scope Entity and Server-Side Execution