Posts

Custom Function using Custom API in D365.

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Hello Guys, In our previous  blog  we have seen how to create custom API which is nothing but the custom action in old version of the CRM. Today we are going to create Custom Function using Custom API. But before d o follow us to know more about Dynamics and Power Platform. Also if you like our blog then please comment and share this blog with your friends. Consider a scenario where we need to retrieve more than 5000 records from the CRM using JavaScript or Query Expression. We can not retrieve more than 5000 records at single request using JavaScript. Even while working with Query Expression we can retrieve 5000 records at a time. To retrieve more than 5000 records in a single request we need to implement the concept of Pagination . Microsoft allows us to create Custom function using Custom API which act as GET Http Method and can be used to retrieve data as per our requirement. Let's understand this using a example. Here we will be creating one plugin which will accept two i...

Creating Custom API in D365.

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Hello Guys, In our previous blog  we have seen how to retrieve and use GUID of logged in user in canvas application. Today we are going to create custom API which is nothing but the custom action in old version of the CRM. But before d o follow us to know more about Dynamics and Power Platform. Also if you like our blog then please comment and share this blog with your friends. Custom API is a new way of creating Custom Action messages in D365. We were used to create a custom action for custom messages in previous version of the CRM for many years. Below image shows the example of custom action. But now Microsoft has introduced an extension for Custom Action called Custom API  which has more controls like creating Private Custom API which means API can be used by owner of the API or by users with whom API is shared. We can create Custom API as web method which means we can use GET and POST method to use this API. Custom API does not require us to create custom messages which w...

How to get logged in user's GUID in canvas application.

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Hello Guys, Today we are going to learn how to retrieve logged in user's GUID. But before d o follow us to know more about Dynamics and Power Platform. Also if you like our blog then please comment and share this blog with your friends. There are many scenarios where we need to retrieve logged in user's GUID and have to use it for different purpose. It can be used to populate lookup references on various records within D365. Consider a scenario where we are calling a Power Automate Flow from canvas application and we need to pass current user's GUID as a parameter which can be used for some logic implementation in Power Automate Flow. To retrieve the GUID we will be using User() function which relates to Office 365 account of the logged in user. To achieve to we will be creating a canvas application from the scratch: Step 1: Visit  https://make.powerapps.com  and select your environment. Step 2: Click on create and select Canvas app from blank. Give the name for the app an...

Updation and Deletion of data into Dynamics CRM using Web API and C#.

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  Hello Guys, In our previous  blog  we have seen how to create data into D365 using web api and c#. Today we are going to modify and delete data into D365 using web api and c#. Do follow us to know more about Dynamics and Power Platform. Also if you like our blog then please comment and share this blog with your friends. We will be working with the same example which we have used in our previous blog. we have already created Employee entity in D365 along with sample data. Now we will be modifying Amol Birar's data. Create a new method named update and replace it as shown below: As you can see we have modified address and salary of the employee. Now call the method from the main program. As you can see data is modified in D365. Now we will be deleting the same record. Create a new method named delete and replace the code as shown below: Now call the function and see the result. Hope it helps...

Insertion of data into Dynamics CRM using Web API and C#.

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Hello Guys, In our previous  blog  we have seen how to retrieve data from D365 using web api and c#. Today we are going to insert data into D365 using web api and c#. Do follow us to know more about Dynamics and Power Platform. Also if you like our blog then please comment and share this blog with your friends. We will be working with the same example which we have used in our previous blog. we have already created Employee entity in D365 along with sample data. Now we will be creating a method which will create a new employee into D365. Add below method in your c# code. Call the function from the main program and refresh Employee view in D365. As you can see a new record is created. Hope it helps...

Retrieving data from Dynamics CRM using Web API and C#.

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Hello Guys, In our previous  blog  we have seen how to connect D365 using Web API and C#. Today we will retrieve data from D365 CRM using Web API and C# Code. Do follow us to know more about Dynamics and Power Platform. Also if you like our blog then please comment and share this blog with your friends. We will be working with the same example which we have used in our previous blog. First we will be creating one entity and some sample data in D365. For time being i have created an entity named "Employee" whose schema name is "blg_employee". As you can see in below image we have created some sample data also. Now open Visual Studio and console application which we have created in our previous blog. Now we will be creating one Employee class as shown below. Now add below function in your c# code. Call the function from the main program and you will see the output as shown below. Hope it helps...

Connecting Dynamics CRM using Web API and C#.

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Hello Guys, In our previous  blog  we have seen what are Workflows and how it works. Today we are going to connect Dynamics 365 using Web API and C#. Do follow us to know more about Dynamics and Power Platform. Also if you like our blog then please comment and share this blog with your friends. D365 Web API provides OData functionality for building and consuming REST API which can be used across in large variety of programming languages. We have used Restful APIs to perform various operation on D365 like Querying Data, manipulating and storing data into D365 using C#. Today we will see how we can connect D365 using Web API and C# and in our upcoming blogs we will perform Insertion of data into the D365 CRM using Web API. To connect D365 using web API we need to first register our dynamics 365 instance as an app in Azure Active Directory. This is mandatory as if you want to connect D365 using web API then first you need to authenticate logged in user. We have Dynamics 365 ...