Posts

Data Migration (Integration) principles in Microsoft Dynamics 365 Deliveries

Hello, As COVID-19 epidemic is ongoing and keeping us at home, I would like to share my thoughts and experiences about the position of "Data" during Dynamics 365 deliveries. Information is regularly generated by the daily business activities through multiple channels. It is vital to track the information with necessary applications by converting it into data then storing data among systems for an organization so we should consider data in legacy systems for most Dynamics 365 deliveries. Since data might be distributed in the systems, It is challenging to consolidate business information that is coming from legacy systems, in the new delivery. I do not remember any CRM projects that were not asked to skip existing customer details in Microsoft CRM :) Data are mostly considered very late, last quarter of the project life-cycle. I think, It must be taken care early phase of any deliveries and project teams should discuss data migration as well as data integration while

accessing wcf-web service from PlugIns or Custom Workflows under Sandbox Isolation Mode at Dynamics CRM

If you want to make an external web service call inside PlugIn or Workflow in dynamics CRM (even under sandbox) , Use following code at your PlugIn or Custom Workflows; edwed wedwed                          try                         {                             BasicHttpBinding httpbinding = new BasicHttpBinding(BasicHttpSecurityMode.None);                             httpbinding.Security.Transport.ClientCredentialType = HttpClientCredentialType.None;                             httpbinding.Security.Transport.ProxyCredentialType = HttpProxyCredentialType.None;                             httpbinding.CloseTimeout = new TimeSpan(0, 5, 0);                             System.ServiceModel.Channels.Binding binding = httpbinding;                             System.ServiceModel.EndpointAddress remoteAddress = new EndpointAddress("http://abc.com.tr/xyzService.svc");                             xyzServiceClient client = new xyzServiceClient(binding, remoteAdd

sharing a practice about massive changes on field appearance (visible, editable, mandatory) based on given rule(s) in Dynamics CRM

Hello, I needed to implement complex rules for the fields on a form by actors,stages and status for one of my Dynamics CRM delivery. for example; "Actor (User) A" should be able to change Field1,Field2,Field3...FieldN but not see Section1, Section2, Section3... SectionN and maybe Tab1, Tab2, Tab3 ... TabN must be readonly for Actor (User) A as long as the form is under Stage X with Status C. First of all, I define unique JSON object to cover fields rule which is going to be implemented in CRM Form. When a form is loaded, A client-side scripts will collect fields and rules than generate JSON object to push to the proper javascript method for making them visible, readonly or mandatory. Here is the structure of  the JSON object; {  *      "requiredfields": {  *              "controls": {  *                  "name": [  *                      // can be fields  *                     "Field_1",  *                     "Fie

How To add Autocomplete to a Text Field in Dynamics CRM

Scenario: It might be requested you: when user types texts to a textbox, System helps to user with suggesting some values from couple entities in Dynamics CRM or maybe fetching records from any other resources. Solution; It is very simple, just register your code to the key press event for the object and fill the object with suggested values . There is supported event for MSCRM engine (it has been so long since i do not call MSCRM :) ) calls : addOnKeyPress - when user presses a key over the object, the event is called for given delegated method please consider performance and load on the network so; 1- do not fetch data from external resources each time user clicks the key - you can wait for the first 3 or 4 letters from the user 2- never fetch all matching records what user types so far, add "top 20 records" to your fetch method  Implementation: first of all register the method while loading the form in Dynamics CRM: <Practice>   Create a javasc

Hey blog, I have a question :) ... increasing interactivity of your blog by utilizing Microsoft Azure QnA Maker

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Hello, 26th of March, 2020 - though days under Corona pandemic Today, I am going to share all details about adding funny feature into my blog for anyone who are suffering a technical problem and want to see how did i sort it out under the same situation :). It has been more than 13 years keeping "things" of computer world in public area . There are up to 120 posts that address technical issues with solution,workaround or instructions or articles for I.T lover. In this article, you will see QnA Service creation Moving posts from my blopgpot to the QnA Engine as a Knowledge base for training and processing Sending question and receiving answer Adding bot to the my blog page. First of all, let me quickly tell you why I chose QnA Maker engine of Microsoft; Create and publish a bot in teams , or elsewhere without writing a single line of code. You can also add personality to your bot using pre-built chit-chat datasets. Extract question-answer pairs from

Use Multiple Framework in your single Visual Studio project - Multi Framework Targeting

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If you want to build your code with couple environments compliance, Visual Studio allows us to generate for multiple architecture. Visual Studio can generate libraries for .NET Framework 4.6.2 while building libraries for .NET Standard 2.0. One compile, couple outputs :) In order to convert your Visual Project, Open .csproj file that you want to use multiple framework than manipulate TargetFramework tag. For Example; I created a Project for .NET Standard 2.0 from Visual Studio as usual then set it for already .NET Framework 4.6.2 Visual Studio creates .csproj file as following ; <Project Sdk="Microsoft.NET.Sdk">   <PropertyGroup>     <TargetFramework>netstandard2.0</TargetFramework>     <Authors>United Response SAM Team</Authors>     <Company>United Response</Company>     <Description>United Response SAM Team</Description>     <Version>1.0.0.2</Version>   </PropertyGroup> <

Use PowerApps as FrontEnd channel & Portal for Dynamics 365 CE on-premise through WebAPI calls - step by step

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Hello, Welcome to another journey in Microsoft Ecosystem, fasten your seat belt and enjoy ! I am going to describe step by step implementation following scenario in the lab study; Overview Audience condition : It is expected to have familiarity with Dynamics 365 CE entity model, WebAPI, openAPI, JSON, HTTP, Power Platform, MVC patern and asp.net. Requirement: A solution of mine requires portal capabilities to meet business requirements so First of all, I need to implement Survey to the solution by generating dynamic questionnaire based on model. I chose PowerApps to generate pages based on design in Dynamics 365 CE. Customers may have n type surveys per customer group to collect feedback. Dynamics 365 CE on-premise has necessary model for Survey - 8 custom entities are defined for survey like questions, responses, choices etc. - Architecture :   I have Dynamics CE 365 on-premise engine 9.x at my end and PowerApps free account at Microsoft Azure. A Canvas Application