Back to Basics # 21: 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 # 12: Deploy Packages using Package Deployer Tool in Dynamics 365 CRM

Introduction: In Dynamics 365 CRM or Power Platform, under core tools category Package Deployer Tool enables users to deploy packages to a selected Dynamics CRM Environment which makes life easy by simply configuring one or more Dynamics / Dataverse solution files[CRM Customizations solution files], one or more Data Files (Data file extracted from Dynamics CRM …

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Back to Basics # 11: Generate Early Bound Class File with Code Generation Tool in Dynamics 365 CRM

Introduction: In Dynamics 365 CRM or Power Platform, under core tools category Code Generation Tool CrmSvcUtil.exe is useful to generate early bound class file which makes life easy for developer by simply instantiating class and Visual Studio Intellisense provide the names of properties and relationships without the need of explicitly memorize names of properties. By …

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Back to Basics # 10: Import Data File into Dynamics D365 Environment using Data Migration Utility

Introduction: In Dynamics 365 CRM or Power Platform, under Configuration Migration category Data Migration Utility is useful to import data zip file in a selected CRM Environment. By using the following process one can easily import data from generated data file in few minutes. As an example, account entity /table is considered for explanation. Step …

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Back to Basics # 9: Prepare Dynamics D365 CRM Data File using Data Migration Utility

Introduction: In Dynamics 365 CRM or Power Platform, under Configuration Migration category Data Migration Utility is useful to prepare a data file by creating Schema file first and then export data in a selected CRM Environment. By using the following process one can easily create schema file and export data from generated schema file in …

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Back to Basics # 8: Download Dynamics CRM Tools Using Power Shell

Introduction: In Dynamics 365 CRM or Power Platform, certain tools like Configuration Migration Tool,Package Deployer,Plug-in Registration Tool ,Solution Packager tool and Code Generation Tool are required for every project development. By using the following process one can easily set up to work readily in few minutes. Step 1: Navigate to Windows Explorer and type Windows …

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