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 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);

USD 3.3: Help Improve Unified Service Desk

Ajit Patra

Help improve USD means Unified Service Desk sends information to Microsoft anonymously different data such as:

  • Operating system version and bit type

  • Web browser application and version
  • Unified Service Desk version

  • Number of monitors used and screen resolution of the primary monitor

  • Device processor class and RAM details

With the new version of USD released recently(USD 3.3) this option is ENABLED by default.

If USD administrator wants to DISABLE this option, then below are the steps to do it:

  1. Go to Settings–> Unified Service Desk
  2. Go to Options
  3. Click on New and create the new UII option as shown below:

False

In the earlier version of USD released for Dynamics 365 online, this option is DISABLED by default, which can be ENABLED by following above steps with value field as “TRUE” as shown below:

True

Another way to control this option of sending information to Microsoft is by Activating/Deactivating the UII option(HelpImproveUSD

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New API Limits – Dynamics 365 (8.x, 9.x)

Bansal Blogs - Dynamics 365, PowerApps, Microsoft Flows, Power BI

There is a recent change which limits number of API calls per user within 5 minutes of interval. When limit is reached, exception will be thrown for more API calls. This new limit will make sure users making more calls not impacting any other users.api_calls_11Limit – 60,000 API requests per organization per user within five minutes of interval which is equivalent to 200 requests per second. ExecuteMultiple request will be counted as 1.

Exception Message – In case limit is reached, platform will throw below message:

Number of requests exceeded the limit of 60000, measured over time window of 300 seconds.

Impact – New limit of 200 API requests per second is very generous limit and is hardly achievable keeping execute multiple will be counted as one. This limit might overcome where large data migrations or integrations require heavy data volume to be processed or migrated. It depends upon…

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Dynamics 365 CRM V9+ New Feature: Dependent Attributes in JavaScript

Prashant Maurya

Dynamics 365 9.0 has introduced a new feature that enables adding field dependency with a JavaScript web resource. It gives below benefits

  1. It will restrict deletion of field(s) if it is being consumed in a js web resource. In earlier versions user was able to delete field(s) even if it is used in a js logic, and it causes exception in js execution.

  2. Dependent field(s) value will be available on form UI, even if it is not added on form. That’s right you don’t have to fetch its value from CRM now (earlier we have to fetch field(s) value using odata or web API if it is not available on form and its value is needed in js logic.)
  3. js web resources will be shown in field dependencies.

    To add attribute dependencies, follow below steps

    1. Open a web resource (from a solution, this option is not visible if you open…

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