Connect to Dynamics CRM 365 Online from Excel [Reporting]

Passion Dynamics

I have seen a few blogs on how to connect to dynamics crm but most of them talks about connect with Odata endpoint. However with dynamics 365, Odata has  been deprecated hence you cannot use them and will get error.

Below is the step by step process to connect to dynamics crm 365 online from Excel.

  1. If you do not have power query option in your excel or its an old version. Please download the excel addin from here : https://www.microsoft.com/en-us/download/details.aspx?id=39379  and run the setup chose 32 or 64bit as per your excel.
  2. Once done, Launch Excel and select “Power Query” Tab –>”From Online Services” Option  and select “From Dynamics 365(Online) from the dropdown.
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  3. In the next tab add Web Api endpoint of your online CRM ( you can find it from Customizations–>Developer Resources–>Copy “Instance Web API” url and paste it below:
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  4. In the next authentication screen – select “Organizational Account”…

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My first XrmToolBox plugin for managing user’s security – User Security Manager

Prashant Kumar Maurya

For past few weeks I have been thinking to add my bit to XrmToolBox, the most loved tool by me and the entire Dynamics 365 Community.

Here is my first plugin “User Security Manager”. Which I developed along with Nishant Rana.

User Security Manager

This tool will help in efficiently managing User’s security in Microsoft Dynamics 365 Customer Engagement. Below is the list of features it has

  • View all the security roles that assigned to the user either directly or through the team that the user is member of.
  • View all the Teams the selected user is part of.
  • With just a single click, remove all the security roles assigned to the user.
  • With just a single click, remove user from all the teams that user is part of.
  • Easily assign and unassign single or multiple security roles to the user.
  • Easily add or remove user from a single…

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Lock or Unlock Business process flow fields using JavaScript in CRM

Use the below syntax to lock or unlock the business process flow fields in a crm record using javascript,

Lock:

Xrm.Page.getControl(“header_process_FieldSchemaName”).setDisabled(true);

UnLock:

Xrm.Page.getControl(“header_process_FieldSchemaName”).setDisabled(false);