Crm Minds

Tag: Plugin

  • Dynamics 365 – Use Upsert to Create or Update Records

    The content explains how to use the Upsert operation in Dynamics 365 to efficiently manage data integration without manually checking if records exist. Upsert simplifies processes by automatically updating existing records or creating new ones. It supports bulk operations, alternate keys, and offers examples in C# and JavaScript for implementation.

  • Dynamics 365 – Creating and Calling Custom APIs

    Custom APIs in Dynamics 365 enable the creation of custom business logic, facilitating integration with Power Automate and external systems. This guide outlines the steps to register a Custom API in Dataverse, link it to a plugin, and configure input/output parameters. A practical example of copying user roles within Dataverse…

  • Dynamics 365 – How to Start a Plugin Project with PAC CLI

    This article explains the process of quickly creating a new Dynamics 365 Plugin project using PAC CLI. It covers the installation of PAC CLI via .NET Tool, project setup, and the steps to create and deploy a plugin. Key commands and configurations for generating early bound models are also detailed…

  • Dynamics 365 – Share Records using C# | GrantAccessRequest

    When sharing records in C#, use GrantAccess to specify access rights for the recipient. ModifyAccess allows modifying shared record access. Access rights vary for each user. Users cannot be given rights they don’t have. ShareRecord and ModifyAccess show examples. Use RevokeAccess to remove access rights from a shared record.

  • Dynamics 365 – Connect to CRM with C#

    The recent release of the Microsoft.PowerPlatform.Dataverse.Client introduces the ServiceClient class, offering a modern approach to connect to Dynamics 365 web service. It supports .NET Core and .NET 5, utilizing Microsoft.Identity.Client for improved security, performance, and reliability compared to the CrmServiceClient class. This advancement enhances developer proficiency and potential.

  • Connecting to Dynamics 365 Environment From C# Application

    In this blog post, we’ll securely connect to a Dynamics 365 environment using ClientID.