In the rapidly evolving world of technology, artificial intelligence (AI) continues to play a significant role in transforming business operations. Microsoft’s Dynamics platform has been at the forefront of this transformation, evolving from a basic CRM solution to a powerful, customizable platform with a range of AI functionalities. In this webinar, attendees were introduced to […]
Category: Blog
Connect to Multi-factor Enabled D365 Dataverse/CDS Programmatically Using Certificates (Online 9.1)
As the continuation to my earlier blog post, “Connect MFA Enabled D365 CDS Programamatically”, where we connected to D365 using ClientSecret programmatically, we will learn how we can use Certificates for the same. Certificate-based authentication is a more secure way to achieve s2s (server-to-server) authentication and establishing the connection to D365 Dataverse/CDS. So, let’s get […]
Generate PDF Report in Dynamics CRM 365
There is plenty of material available to achieve this very commonly needed functionality to generate PDF of the existing report in your CRM system. I will give some tips and tricks to achieve this in most efficient way. The requirement is to download PDF format of the SSRS report (OOB or Custom) on a button […]
Refresh CRM Grid using JavaScript
In Microsoft Dynamics 365, there are many occasions that you need to refresh either form or view programmatically using JavaScript. I will list down how you can achieve this in supported way. Home Page Grid refresh It is little tricky to refresh view programmatically. One of the common scenario where you need to do this is if you […]
Connect to D365 CE Programmatically without MFA/ On-Premise D365 CE
As a developer, I regularly create connection to my D365 instance (On-Premise) and/or D365 CDS online(MFA and non-MFA) programmatically using c#. I will list down how you can create connection strings for the same below. D365 CDS Online (Non-MFA) Note: As per Microsoft announcement, Use of the WS-Trust authentication security protocol when connecting to Common […]
Connect to Multi-factor Enabled D365 CDS Programmatically (Online 9.1)
As per Microsoft announcement, use of the WS-Trust authentication security protocol when connecting to Common Data Service is no longer recommended and has been deprecated; see the announcement here. Note: This change only impacts client applications that connect to the Common Data Service. It does not impact custom plug-ins, workflow activities, or on-premises/IFD service connections. […]
Various Ways to Connect to D365 CDS Using C#
As a developer, my day-to-day task involves connecting to D365 using c# often. Let’s discuss few possible ways to do this. Connect to D365 CDS with Multi-factor Authentication All my clients are focusing more and more towards security and as very first step, they have enabled Multi-Factor Authentication (MFA). As developers and admins, we find […]