Azure AD Authentication with Dynamics CRM

People have been asking me on how to setup Azure Active Directory Authentication in order to authenticate D365 without using username and password; especially when you want to write the authentication in a sandbox mode. Let's take a look at it. First you would need to register your App in Azure Active Directory. App Registration…

Associate & Disassociate lookup data using CRM WebApi

The new CRM WebApi changes has been great to work with. Using the Web API verbs makes things easy to understand and develop. I always love working with Web APIs. While most of the verbs are easy to understand and use, associating and disassociating a lookup attribute on an entity has to be done in…

Add editable embedded form on parent CRM form

Few days ago one of my senior colleague asked me if we can embed editable form on parent CRM form. For example, embedding an editable Contact form inside of Account form. Well, I haven't done this before but wanted to give it a try. This is a very unusual scenario but I was able to…

Azure Attachment Storage in CRM

If you are running out of space for your CRM; you might want to consider moving attachments from Notes and Emails to Azure Blob storage. Azure Blob storage is an cost effective way to storing attachments and Microsoft has a CRM add-on called "Attachment Management". Click here to navigate to the Attachment Management solution in…

Automatically move Attachments from CRM to Azure Blob

Once you setup "Azure Attachment Storage" application in CRM; you can use the "Report and Admin" link to move the existing attachments from CRM to Azure Blob. But the drawback of that is after every few minutes it stops - due to the plugin limitations. And if you have lot of attachments it may take…

Recreate “My Apps” on Default Sitemap

On some instances I have found when the instance is upgraded from v8.2 to v9.0 you may not see some options on Sitemap which you see in vanilla CRM with v9.0. Most of the options are easy to put it back on the sitemap except one that goes missing after an upgrade - "My Apps".…

Error connecting to Plugin Registration Tool: Multiple tokens in cache

This has happened to me multiple times now; hence thought about blogging it. Some times when you are using more than two users to connect to Plugin Registration Tool it throws an error - which makes no sense because few minutes ago you were able to connect and in next minute you get error. This…

Editable grid in unified interface not working

Today while working with unified interface I encountered an issue where "editable gird" was not getting displayed on the form when using a browser. Even though I had chosen editable grid control for that particular sub-grid. After lot of tries I identified that if "Read-only for mobile" property on the Entity is checked the "editable…

Batch Execute FetchXML using Web API

This is not usually the case but sometimes you may have a Fetch XML which is too large to be executed using a regular GET method and wish it had a post method. There is a way, by using Batch execution. Things to note Content-Type will be "multipart/mixed;boundary=mybatchname" Data returned from the Web API cannot…

RESOLVED: Metadata error in Outlook plugin after upgrading to v9.0

Recently I encountered a problem with one of our client who upgraded their CRM instance to v9. They were using the old Outlook plugin for D365 (heavy client). It was failing due to invalid metadata. The following was the error thrown by the system. There is a problem communicating with the Microsoft Dynamics 365 server.…

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