In this blog, we'll see how to create custom API in maker portal and write plugin to implement it. We'll take the example of refreshing roll up field on demand. This API will take 3 parameters: TargetEntity: Name of the entity containing the roll up fieldTargetId: GUID of the record Field: Name of the roll … Continue reading Dataverse: Create Custom API and Implement using plugin C#
Category: Web API
Microsoft Teams Integration with D365 on custom entity
To enable Microsoft Teams in D365, Go to Settings --> Administration --> System Settings --> General Tab and flip the below highlighted options to Yes. Once done, we'll be able to see Collaborate button on the ribbon as shown below. By default it'll be enabled on several OOB entities as mentioned here: https://docs.microsoft.com/en-us/dynamics365/teams-integration/teams-collaboration#record-types-that-support-microsoft-teams-integration However, we … Continue reading Microsoft Teams Integration with D365 on custom entity
D365: Call SharePoint API from plugin/custom workflow C# – Part 2
In the previous post, we saw how to create an app in SharePoint and give necessary permission. In this post, we'll see how to use the app details in C# to connect to SharePoint API. We can use the below code to get the access token: private static string TENANT_ID; private static string CLIENT_ID; private … Continue reading D365: Call SharePoint API from plugin/custom workflow C# – Part 2
D365: Azure Durable Function with D365 CE – Part 6
In the previous post, we saw how to invoke webhook using custom global action and passed plugin execution context to the webhook. In this last post of this series, we'll see how to execute custom global action from JS on form load. Using CRM Rest Builder, we can get the HttpRequest for executing action which … Continue reading D365: Azure Durable Function with D365 CE – Part 6
D365: Azure Durable Function with D365 CE – Part 5
In the previous post, we saw how we can register webhook for the azure durable function. In this post we'll see how we can use custom global action to invoke webhook and pass plugin execution context to the webhook. Let's go to D365 instance and create a global action as shown below: We have passed … Continue reading D365: Azure Durable Function with D365 CE – Part 5
D365: Azure Durable Function with D365 CE – Part 4
In the previous post, we saw how we can parameterize Azure durable function and deploy it to Azure. In this post we'll see how we can register a webhook for the azure durable function using plug-in registration tool. From the last post, we have Azure durable function URL copied as shown below: Now, let's open … Continue reading D365: Azure Durable Function with D365 CE – Part 4
D365: Azure Durable Function with D365 CE – Part 3
In the previous post, we saw how we can implement durable function for CRUD operation in D365 and test it using Postman. In this post we'll see how we can parameterize durable function so that we can pass parameters from external system to durable function and process it further. Let's take a simple example as … Continue reading D365: Azure Durable Function with D365 CE – Part 3
D365: Azure Durable Function with D365 CE – Part 2
In the previous post, we saw how we created the default template of durable function. In this post, we'll modify that to do some CRUD operation in D365 CE. For demo purpose, let's pick a simple scenario i.e. Retrieve related records(accommodation payments) of a particular Contact record and update their field(Expected Refund Due Date a … Continue reading D365: Azure Durable Function with D365 CE – Part 2
D365: Azure Durable Function with D365 CE – Part 1
In this series of post, we'll see how we can use Azure Durable function(an extension of Azure Function which works on durable task framework) with D365 CE. We can find more details about Durable functions, it's application patterns, pricing and the way it works here: https://docs.microsoft.com/en-us/azure/azure-functions/durable/durable-functions-overview. This series of post is divided into 6 parts:Part … Continue reading D365: Azure Durable Function with D365 CE – Part 1
