"тнιѕ вℓσg ¢συℓ∂ ѕανє уσυя мσηєу ιƒ тιмє = мσηєу" - ∂.мαηנαℓу

Monday, 27 May 2019

Themes in Dynamics 365 CRM Online

Dynamics 365 CRM Themese are quite useful. We use it to identify different environments as well. For instance, you could have one theme for Production and another one for Dev / UAT. This way people can easily differentiate environments.

How to change themes in Dynamics 365 CRM?

Step 1: Navigate to Settings->Customizations-> Themes


Step 2: Either create a new theme or select an existing one. You could always apply the default one in case if the theme gets wrong. Playning in Non-prod environment is highly recommended :-)




Step 3: Change the colours you wish to. And then publish theme ( highlighted) . That's it !


Monday, 22 April 2019

How to Find Guids of Entity Records in Dynamics 365 CRM Online

Once upon a time we all had on-premise Dynamics CRM and we all were querying SQL Database in order to get the guid of a record. Now its more challenging as we don't access to CRM Database directly in the Online version. 

We had scenarios like a user is missing some privilege. But the error messsage would say something like Principal user with a guid is missing some privilege. So how do we identify which user this guid belongs to?

The easiest option I found so far was to do an advanced find and the select the entity ( In this case system user) and then run the results. Export the records using 'Dynamic worksheet' . In the exported excel file, there will be coloumn A as hidden which would have the guids.


Daylight savings Time zone one hour issue in Dynamics 365 CRM Online

We had a time zone issue in Dyanamics 365 CRM online recently. Somehow our LINQ query from an API which queries CRM was picking up tomorrow's date instead of today's date. After some investiagation and resarch I had the below findings.

Did analysis on the LINQ query. The part which queries CRM was bringing date something like 
For instance if I query today 22/04/2019, The query returned 21/04/2019 11.00.00 PM instead of 22/04/2019 00:00:00 AM
It was found that Dynamics 365 CRM online organisation service was running under the service account.
The service account was under UTC / GMT time zone instead of GMT+London time zone ( We are based on London. So in your case your time zone applies here ) The difference is that GMT stays same all year around. 

As soon as I changed the time zone of this service user, everything worked like a charm.

Please see the highlighted below.


Now if you want to alter the time zone , XRM toolbox has got a plugin called User Settings Utility. You could check  the service account time zone easily instead of logging in as that user.
 



How to find Inactive users in Dynamics 365 Online

I had to do a lot of research to find out inactive users in Dynamics 365 Online based on the login date. Thought to share it as it might save a lot of time and license cost as well.

Download this specific version of XRM toolbox.


This versoin has got something called User Audit Viewer. Kudos to the author. He did a great effort. This is very useful functionality





Now mine is a Dynamics 365 CRM online version. So the normal connection ( organisation url) stirng didnt work. So I had to choose the connection string option.







 The format I had used is given below


AuthType=Office365;Url=https://youronlinecrmurl.com; Username=yourcrmonlineusername; Password=yourpassword;RequireNewInstance=True;





Once connected, its easy peasy lemon squeesy


Sunday, 27 January 2019

Azure Bot SDK 4 With Dynamics 365 CRM Online

Recently we did a presentation on connecting Azure Bot SDK4 with Dynamics 365 CRM Online. We managed to connect using Dynamics CRM Web API option. The Organisation service option had issues. This is because the SDK 4 Bot is built on .NET core whereas the Dynamics CRMsdk Nuget is based on .NET Frameworkd 4.6. CRM Web API can be called from Azure bot service directly. But we extended a step more using Azure durable function. The architecture diagram we used is given below.