Add Dynamics 365 Marketing Trial To Your Instance

Passion Dynamics

 

Here is the step by step process for adding Dynamics 365 Marketing to your dynamics 365 instance.
You can sign up for, install, and use a trial version of Dynamics 365 Marketing for free. Trials last for 30 days.

Few important points to remember :

  • You will receive a trial Dynamics 365 instance together with your Marketing trial. You must run the Marketing trial on a trial instance, and can’t install it on a production instance.
  • You can’t convert a trial instance into a production instance.
  • You can install, at most, one Dynamics 365 Marketing trial per Microsoft 365 tenant.
  1. Go to the admin platform of your tenant:  https://admin.powerplatform.microsoft.com/  
    Expand Admin centers and click on Dynamics 365:
    1
  2. In Dynamics 365 Admin centre, click on Applications tab  –> Select Dynamics 365 Marketing Application  –> Click on Manage:
    2
  3. Otherwise access this url directly :  https://port.crm8.dynamics.com/G/Applications 
    [Replace crm8 with appropriate region]. Follow…

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How to get ObjectTypeCode and LogicalName of all Entities in Dynamics CRM using Web API?

In my earlier article, i have explained,

How to get list of all Entities Display Name, Logical Name and Other info using SQL Query in MSCRM?

Now, follow the below steps to get all Entities Logical Names and Object Type Codes in Dynamics CRM Online or On-premises.

Step 1: Login to Dynamics CRM and Navigate to Settings -> Customizations.

Copy the Instance Web API URL (Service Root URL).

URL looks like the below,

https://[CRM ORG Name].api.crm9.dynamics.com/api/data/v9.1

Step 2: We have to use the below text to get the ObjectTypeCode and LogicalName

/EntityDefinitions?$select=LogicalName,ObjectTypeCode

Step 3: Append Instance Web API URL text with the above URL (mentioned in Step 2), final URL looks like the below,

https://[CRM ORG Name].api.crm9.dynamics.com/api/data/v9.1/EntityDefinitions?$select=LogicalName,ObjectTypeCode

Step 4: Browse the above URL in a new Browser window to see the below result.

Note: To get all custom entities Logical Names and Object Type Codes only, then use the below URL.

https://[CRM ORG Name].api.crm9.dynamics.com/api/data/v9.1/EntityDefinitions?$select=LogicalName,ObjectTypeCode&$filter=ObjectTypeCode gt 9999

Hope this article helps you !!!

Global notification – Xrm.App (Client API Reference) – In Preview – Dynamics 365

Dynamics 365

Global notification – Xrm.App (Client API Reference) – In Preview – Dynamics 365

Hi Everyone,

There are many times we might have got an requirement to show some kind of notifications globally in Dynamics 365 and there is no supported way to do it. Here is the supported way to do the same which is coming in, there is a new client API reference called Xrm.App which has two methods

1) addGlobalNotification
2) clearGlobalNotification

Please note this is a Preview feature, refer this link for more information on the updates.

To show the notification first, we need to event to trigger and that event can be from anywhere. For example, I would want to show the notification when Customer Service Representative opens a case in Dynamics 365 saying “Please inform Customer that Tomorrow is a holiday.”

To implement this, we have to call the below piece of code on the…

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Scratching your head over why your custom ribbon buttons are not visible or not working as expected–The wonderful Command checker tool from Microsoft might just save your day.

All about Dynamics 365, PowerApps, Power Platform and Power Apps portals by Debajit Dutta

If you have ever worked in Dynamics 365 implementation then it is almost certain that you must have played around with ribbons. And more often than not you must have faced scenario where you have multiple enable and display rules on the form and not sure why the ribbon button is showing up on the form when it is supposed not to show up or vice versa.

And what we do to resolve it. Well, we play around with the ribbon customizations which takes much more time than other customizations in Dynamics 365. And if it is some custom rule, we would attach debuggers to our custom code and debug and find what is going wrong.

What if I tell you that Microsoft just released something which shall help you identify which of your ribbon rule is evaluating to what in a matter of few mins so that you can…

View original post 441 more words

MB-600: Microsoft Power Apps + Dynamics 365 Solution Architect (beta)

Below BETA exam released for Dynamics 365 Solution Architects.

Click on the link for more information.

MB-600: Microsoft Power Apps + Dynamics 365 Solution Architect (beta)

Dynamics 365 Wave 1 release details

On 27th Jan 2020, Microsoft has released the key dates for Dynamics 365 2020 wave 1 plan and upcoming features.

Click on the below image for more details.

Click here for more information on release plan.

Click here to know more about wave 1 features and their availability.

Scan business cards in Dynamics 365 for Sales – 2019 Release Wave 2 (Unified Interface)

Nishant Rana's Weblog

The scan business card feature added as part of release wave 2, allows salespeople to quickly scan business cards using the Quick Create Form. The scanner reads the information from the card and populates the corresponding mapped fields in the record.

Out of the box, it is available in quick create form of lead and contact entity.

To specify the mapping for the business card control fields, navigate to Settings – Customizations and open the Quick Create form and select the Business Card Control and go to the Controls tab for its properties.

Click on the edit icon for the field and specify the mapping.

To enable for entities other than lead and contact, open the quick create form of that entity for customization and select either single or multiple lines of text field as a placeholder and add the business card control to it.

Followed by appropriate mapping of…

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