D365 Learnings - My Scrapbook | Kranthi Gullapalli

[Note]: If you have landed on this page directly from a google search or through an external link then i recommend to have a look at this  Blog Post This should be straight forward, not as difficult as the Liquid Template  which we discussed earlier. Data retrieving using OData feed can be implemented just by customization and no coding is required. Below are the steps to retrieve CRM Data into Portals using OData feed Identify the 'Entity' and corresponding 'View' in CRM which is to be exposed on to Portal. Prepare 'Entity List' in in 'CRM > Portals' Enable OData Feed on Entity List Access the OData feed in CRM Portals Use Case/Scenario:  We will try to fetch all appointments available in CRM on to Portal Step 1: Identify Entity and View Based on the current use case, below is the entity and view information. Entity Name: Appointment View Name: All Appointments Step 2: Prepare Entity List  1. Go To: Portals > 'Entit

[Note]: If you have landed on this page directly from a google search or through an external link then i recommend to have a look at this  Blog Post . Current blog post explains how to retrieve data from Dynamics CRM to CRM Portals using Liquid Template. Use Case/Scenario : We will try to fetch all appointments available in CRM on to Portal Step 1: Prepare FetchXml 1. Open CRM Instance 2. Go To Advanced Find > Select Appointment Entity > Select View as 'All Appointments'  3. To make sure you have some data, click the "Results" button on Ribbon 4. Download the FetchXml using ribbon button on header. Step 2: Prepare Web Template 1. Go To: Portals > Web Template > New 2. Provide below details Name: Name of your Web Template Website: Select your Portal instance Source: Here goes your Liquid Template, this is very easy to build and use.  Load data into local variable : Using 'Liquid Template FetchXml' tag, we wi

When we are working with Dynamic CRM portals, we often require access to some other data in CRM instance other than the current page context. For this case CRM does not provide a straight forward way to access data using WebAPI. But options are open to extend the functionality using Liquid Templates and ODATA for exposing the data from CRM instance to CRM Portal which allows us to retrieve and format the data. Before we get started with this, below are few prerequisites to make sure you understand what we are going to deal with: 1.  Liquid Template   Liquid is an open-source template language integrated into Dynamics CRM as dotliquid . It can be used to add dynamic content in pages, and to create a wide variety of custom templates. It is easy to learn. Limitations of Liquid: As Liquid is a template language, it runs on server side and executes only on page load. This limits the usage of liquid template as we do not have any established connection to the server all time (running

In a online instance we do not have that much flexibility to debug the plug-in, as we do not have the server on-premise and access to it. To get away with this scenario and debug a CRM Online plug-in we can do that using Plugin Registration Tool by Installing Plugin Profiler and attaching the debug process to the step of our plugin. CRM Online version we cannot have a real-time debugger when the application is running, to simulate this Plugin profiler stores the profiled component into a exception log or an entity (based on user selection) and provides ability to debug the plugin in an simulated environment. Below is the Step-by-Step process to achieve this: Open Plugin Registration Tool Install Plugin Profiler Once Profiler is installed successfully, you should see "Plugin Profiler" in Registered Plugin section Go to the step of your plugin where you would like to debug and click on "Start Profiling" I will be storing the Profiled compone

I faced this issue during connecting to Dynamics 365 Online Instance.  I have downloaded the SDK kit from below url https://www.microsoft.com/en-us/download/details.aspx?id=50032 When i tried to connect to CRM online instance using plugin instance, i am getting below error "The HTTP request is unauthorized with client authentication scheme 'Anonymous'. The authentication header received from the server was 'Bearer error=access_denied, error_description=Authentication fail. Ticket id XXX-XXX, authorization_uri=https://login.windows.net/common/oauth2/authorize, resource_id=https://disco.crm11.dynamics.com/'." Solution: I spent around 2 hours resolving this issue and at last found an answer in dynamics forums to get a L atest version of Plugin Registration Tool . It worked like a charm for me. Steps for getting latest version of Plugin Registration Tool: Open Visual Studio Go to Tools > Nuget Package Manager > Package Manager Conso

Scenario: Installed "Microsoft Dynamics 365 Developer Toolkit" Tried to add new "Dynamics 365 Plugin Library" Got this error " dynamics 365 developer toolkit settings are missing "   Resolution Steps: Open Visual Studio Go to Tools > Options > Dynamics 365 Developer Tool Kit > Tool Paths Select the folder path of Plugin Registration Tool and CRM SDK Bin folder, from the path where you have extracted CRM SDK That should do it.. Keep going with CRM. Just got started with a new blog specific to Dynamics CRM 365 and this is the first post. Hope will add many more articles going forward.