SharePoint PDF generator utility from xrmforyou.com. A utility to create a single merged pdf out of uploaded documents in Sharepoint and email it to your customer. Check it out!

I am very excited to announce the new Utility from XrmForYou stable – “SharePoint Document Merger”. Let’ directly jump to the Utility functionality and other details So what does this Utility address? You have an opportunity in CRM and you are using the OOB CRM-SharePoint integration to store documents in SharePoint corresponding to the opportunity. … Continue reading SharePoint PDF generator utility from xrmforyou.com. A utility to create a single merged pdf out of uploaded documents in Sharepoint and email it to your customer. Check it out!

{Solved} Call Web API from within a plugin in Dynamics 365 online

*Before I get started with the topic, a quick note on the use cases of this particular post. While everything mentioned in the post would work just fine, this post is more of conceptual and feasibility study than a real life implementation use case. For working with CRM data in same environment, SDK is the … Continue reading {Solved} Call Web API from within a plugin in Dynamics 365 online

{Step by Step Guide} Query Dynamics CRM Web API using Server to Server Authentication with Application User

I have wrote quite a few articles over the last one year to query Dynamics Web API using ADAL from client side and as well as server side. However lately I am receiving loads of queries on how to Authenticate with web-API without using any user credential or how to authenticate with new Server to … Continue reading {Step by Step Guide} Query Dynamics CRM Web API using Server to Server Authentication with Application User

Headless Authentication with Dynamics CRM online and External Web App which requires Client Secret

As promised, I am back to my second post on this topic. In my previous post, I showed you on how to generate Authorization token of D365 online from Native Console App using the Client_ID. https://debajmecrm.com/2018/04/29/headless-authentication-with-dynamics-crm-online-web-api-without-user-login-screen-without-using-adal-part-i/ We did that using simple HttpWebRequest and Response and did not use the ADAL (Active directory authentication library) as … Continue reading Headless Authentication with Dynamics CRM online and External Web App which requires Client Secret

Headless Authentication with Dynamics CRM online Web API – Without using ADAL {Part-I}

Well this topic has been discussed again over multiple times. And I myself has written a blog on how to do a headless authentication (without user intervention) between Dynamics CRM Online Web API and Native APP (console APP) – https://debajmecrm.com/2016/06/21/dynamics-crm-web-api-login-authentication-screen/ If you go through the above post, I have used ADAL (active directory authentication library) … Continue reading Headless Authentication with Dynamics CRM online Web API – Without using ADAL {Part-I}

(Dynamics 365 + ADX) Portal Authentication with External Identities Part-II – Authentication with Google Account

In my previous blog, I have explained on how to authenticate your Dynamics 365 portals with Azure Active Directory. You can read it here – https://debajmecrm.com/2017/06/12/dynamics-365-portal-authentication-with-external-identities-part-i-authentication-with-azure-active-directory/ However these days it’s common to come across websites which have options to sign-in with Google and Facebook. Why are lovely portals be behind in this. And in case … Continue reading (Dynamics 365 + ADX) Portal Authentication with External Identities Part-II – Authentication with Google Account

{Dynamics CRM + Web API + Plugins} Can we make Web API calls from Plugins in Dynamics CRM 2016

After my last couple of blogs on Web API, I am being asked this question repeatedly. Can I use Web API from Plugins/ Custom workflows? And I keep on asking back, why do you need that? After all there is the almighty organization service which virtually allows you do anything and everything that you would … Continue reading {Dynamics CRM + Web API + Plugins} Can we make Web API calls from Plugins in Dynamics CRM 2016

{KnowHow} How to use Discovery Service Web API of Dynamics CRM 2016

Recently I posted in my blog on how to execute Web API queries from external ASP.NET web application to retrieve data. Details could be found here – https://debajmecrm.com/2016/02/29/knowhow-how-to-execute-web-api-calls-to-microsoft-dynamics-crm-from-an-external-asp-net-web-application/. After this post, people has been asking me to how to leverage the Discovery service Web API with Dynamics CRM 2016. And the most common question being … Continue reading {KnowHow} How to use Discovery Service Web API of Dynamics CRM 2016

{Knowhow} How to execute Web API calls to Microsoft Dynamics CRM from an external ASP.NET web application

Microsoft Web API has delighted all and specially if you have a penchant towards exploring the API features, then Web API must have thrilled you by this time. Many consultants and experts, including myself, have written blogs on how to leverage the Web API features in Dynamics CRM. But all these far, all the examples … Continue reading {Knowhow} How to execute Web API calls to Microsoft Dynamics CRM from an external ASP.NET web application