Category Archives: Dynamics 365

Server-to-Server (S2S) Authentication with Dynamics 365 – Part 2

Introduction

In Part 2 we will enhance your previously created MVC web application to connect to Microsoft Dynamics 365 and execute basic commands using the Microsoft Dynamics 365 SDK.

Requirements

Web.config

  • Add the following to the appSettings section

Login to Azure AD navigate to App &gtegis<rations select the application you created in Part 1 of this blog. then navigate to Keys.

Copy the newly generated code and past it into the ida:ClientSecret value in your web.config file.

Set Home Controller access as anonymous

  • Navigate to \Controllers\HomeController.cs
  •  Adding the  [AllowAnonymous]  keyword above your action will give the use the ability to access the page anonymously without Authentication.

Create Contact List link 

  • Navigate to ../Views/Shared/_Layout.cshtml and add the following code to display the WhoAmI link on our web application.

We will only display this link if the user has logged in and has been authenticated.

Create CrmController

  • Right click the Controllers folder and select Add > Controller
  • Select MVC 5 Controller – Empty
  • Click Add
  • Add the following properties to the CrmController

  • Create a new method called GetServiceUrl in the CrmController. This method takes the CRM Organisation name and returns the CRM organisations service URL.

  • Add the following code to your Index method

If If you get a error “AuthenticationContext does not contain AcquireToken” make sure that you have added version 2.xx.x of the Microsoft.IdentityModel.Clients.ActiveDirectory assembly reference to your project

Create Crm View

  • Right click the Crm folder and select Add > View…
  • In the Add View dialog, set the following values:

  • Click Add
  • Update your view to represent the following code.

  • Press F5 and test you application.

Source Code

Server-to-Server (S2S) Authentication with Dynamics 365 – Part 1

Introduction

With server-to-server (S2S) authentication, external services like web applications can seamlessly and securely connect to Dynamics 365 in a controllable manner. Typical scenarios for this service are third-party applications and internal customer applications that need to integrate with Dynamics 365 data.

Requirements

  • Visual Studio 2015 with web developer tools installed
  • A December 2016 update for Microsoft Dynamics 365 (online) tenant associated with your Azure Active Directory (Azure AD) tenant.

Create an MVC web application

Using Visual Studio 2015, create a new MVC web application and register it with your Azure AD tenant.

  • Open Visual Studio 2015, Click New Project and select .NET Framework 4.6.1 and the ASP.NET Web Application template.
    Click OK, and in the New ASP.NET project dialog select MVC.
  • Click the Change Authentication button and select Work and School Accounts. s2sauth_01
  • Select Cloud – Multiple Organizations and click OK

    if you get the following error “Error: The user account ‘user@domain.onmicrosoft.com’ doesn’t have the required permissions to access the domain ‘domain.onmicrosoft.com’.” make sure your visual studio is singed in with the same credentials you are trying to use to connect to Azure AD.

  •  if you navigate to https://portal.azure.com under App Registrations you will see the app created by Visual Studio.
  • You will need to give you app access to your Dynamics 365 data.
    • Under API Access area click Required permissions
    • Click Add -> select API -> Dynamics CRM Online and click select
    • Click Done to save permission changes
  • Run your MVC application and you will be prompted to login using your Online credentials.

Dynamics Build Numbers

Dynamics 365 (CRM 2016) Build Numbers

Build Number KB Release Date Description
8.0.0.1088 2015 December CRM 2016 RTM
8.0.1.79 KB3133963 2016 February 26 CRM 2016 Update 0.1
8.1.0.359 KB3154952 2016 May 23 CRM 2016 Service Pack 1
8.1.0.371 KB3154952 2016 September 21 CRM 2016 Service Pack 1 (Outlook Client only)
8.2.0.749 KB3205084 2016 December 16 December 2016 update for Dynamics 365

CRM 2015 (on-premises) Build Numbers

Build Number KB Release Date Description
7.0.0.3543 2014 November 17 RTM
7.0.1.129 KB3010990 2015 April 13 CRM 2015 Update 0.1
7.1.0.1074 KB3056327 2015 May CRM 2015 Update 1.0 (Client & router only)
7.1.1.3113 KB3072333 2015 August CRM 2015 Update 1.1 (Client & router only)
7.0.2.53 KB3010990 2015 November CRM 2015 Update 0.2
7.1.2.1032 KB3141809 2016 July 18 CRM 2015 Update 1.2 (Client & router only)

CRM 2013 Build Numbers

Build Number KB Release Date Description
6.0.0000.0514 RC
6.0.0000.0809 RTM
6.0.0001.0061 KB2891271 2013 December 16 Update Rollup 1
6.0.0002.0046 KB2919956 2014 March 22 Update Rollup 2
6.0.0003.0106 KB2930480 2014 July 15 Update Rollup 3
6.1.0000.0581 KB2941390 2014 May 28 Service Pack 1
6.1.1.132 KB2953252 2014 September 23 CRM 2013 Service Pack 1 Update Rollup 1
6.1.2.112 KB2963850 2015 February 6 CRM 2013 Service Pack 1 Update Rollup 2
6.1.3.119 KB3016464 2015 April 15 CRM 2013 Service Pack 1 Update Rollup 3
6.1.4.145 KB3122951 2016 February 22 CRM 2013 Service Pack 1 Update Rollup 4

CRM 2011 Build Numbers

Build Number KB Release Date Description
5.0.9688.53 2011 January 30 RC
5.0.9688.583 2011 February 22 RTM
5.0.9688.1045 KB2466084 2011 April 04 Update Rollup 1
5.0.9688.1155 KB2466086 2011 June 02 Update Rollup 2
5.0.9688.1244 KB2547347 2011 July 28 Update Rollup 3
5.0.9688.1450 KB2556167 2011 September 22 Update Rollup 4
5.0.9688.1533 KB2567454 2011 November 08 Update Rollup 5
5.0.9690.1992 KB2600640 2012 January 12 Update Rollup 6
5.0.9690.2165 KB2600643 2012 March 22 Update Rollup 7
5.0.9690.2243 KB2600644 2012 May 3 Update Rollup 8
Cancelled Update Rollup 9
5.0. 9690.2730 KB2710577 2012 August 16 Update Rollup 10
5.0.9690.2835 KB2739504 2012 October 11 Update Rollup 11
5.0.9690.2838 (Client)
5.0.9690.2839 (Server)
KB2739504 2012 October 11 Update Rollup 11 v2
5.0.9690.2903 KB2855319 2013 July 26 Critical Update for
Update Rollup 11
5.0.9690.3233 (Client)
5.0.9690.3236 (Server)
KB2795627 2013 January 29 Update Rollup 12
5.0.9690.3448 KB2791312 2013 March 26 Update Rollup 13
5.0.9690.3557 KB2849744 2013 July 11 Update Rollup 14
5.0.9690.3731
5.0.9690.3739
(Outlook client only)
KB2843571 2013 October 7 Update Rollup 15
5.0.9690.3911 KB2872369 2014 January 22 Update Rollup 16
5.0.9690.4150 KB2915687 2014 May 8 Update Rollup 17
5.0.9690.4376 KB2958724 2014 September 24 Update Rollup 18
5.0.9690.4439 KB3179593 2016 October 19 Update for CRM 2011 (KB3179593)

CRM 4.0 Build Numbers

Build Number KB Release Date Description
4.0.7333.3 2007 December 19 RTM
4.0.7333.1113 KB952858 2008 November 24 Update Rollup 1
4.0.7333.1312 or
4.0.7333.1316
KB959419 2009 January 15
2009 February 8
Update Rollup 2
4.0.7333.1408 KB961768 2009 March 12 Update Rollup 3
4.0.7333.1551 KB968176 2009 May 7 Update Rollup 4
4.0.7333.1644 or
4.0.7333.1645
KB970141 2009 July 2 Update Rollup 5
4.0.7333.1750 KB970148 2009 August 26 Update Rollup 6
4.0.7333.2138 KB971782 2009 November 5 Update Rollup 7
4.0.7333.2542 KB975995 2009 December 17 Update Rollup 8
4.0.7333.2644 KB977650 2010 February 11 Update Rollup 9
5.0. 9690.2730 KB979347 2010 April 8 Update Rollup 10
4.0.7333.2861 or
4.0.7333.2862
KB981328 2010 June 3 Update Rollup 11
4.0.7333.2935 KB2028381 2010 July 29 Update Rollup 12
4.0.7333.3018 KB2267499 2010 September 23 Update Rollup 13
4.0.7333.3135 KB2389019 2010 November 18 Update Rollup 14
4.0.7333.3231 KB2449283 2011 January 13 Update Rollup 15
4.0.7333.3335 KB2477743 2011 March 10 Update Rollup 16
4.0.7333.3414 KB2477746 2011 May 5 Update Rollup 17
4.0.7333.3531 KB2477777 2011 June 30 Update Rollup 18
4.0.7333.3628 KB2550097 2011 August 25 Update Rollup 19
4.0.7333.3732 KB2550098 2011 November 10 Update Rollup 20
4.0.7333.3822 KB2621054 2012 February 9 Update Rollup 21

Useful Dynamics 365 Resources

Useful Dynamics 365 Resources

As of the December 2016 update for Dynamics 365 online and on-premise, CRM functionality is now included as a part of the Dynamics 365 suite of business applications. I have provided the following microsoft references to help you easily find your answers from the official resources for learning how to use Product Features, Administration, Licencing, Billing, Downloads, Whitepapers and Developer Resources etc.

Dynamics 365 Roadmap

The Dynamics 365 Roadmap helps provides an indication of what to expect in the future Dynamics 365 releases. This very useful when planning your CRM and digital transformation project, use this roadmap to find out what is being made generally available and what is in development. All dates and features that are in development are preliminary and are subject to change without notice.

https://roadmap.dynamics.com/

Product Feedback, Ideas & Suggestions

You can help improve Microsoft Dynamics 365 by providing suggestions and feedback. Fellow Users can vote for your suggestion and if it’s popular you could potentially see you request in a future dynamics 365 release;

https://crmideas.dynamics.com/ideas/

Comparison on Dynamics 365 Online Vs On premise

https://www.microsoft.com/en-us/Dynamics/crm-customer-center/dynamics-365-online-vs-on-premises-features-faq.aspx

Subscriptions & Trials

You can use the following link to setup your Dynamics 365 trial  https://go.microsoft.com/fwlink/?linkid=789063

Software Requirements

Microsoft Dynamics 365 online requirements

https://technet.microsoft.com/en-us/library/jj191621.aspx

Web application requirements for Microsoft Dynamics 365

https://technet.microsoft.com/en-us/library/hh699710.aspx

Microsoft Dynamics 365 system requirements

https://technet.microsoft.com/en-us/library/hh699831.aspx

Microsoft Dynamics 365 for Outlook software requirements

https://technet.microsoft.com/en-us/library/hh699818.aspx

Dynamics 365 User Guides

Dynamics 365 Administration

https://www.microsoft.com/en-us/dynamics/crm-setup-and-administration

Sales

https://www.microsoft.com/en-us/dynamics/crm-customer-center/dynamics-365-for-sales-user-s-guide.aspx

Customer Service

https://www.microsoft.com/en-us/dynamics/crm-customer-center/dynamics-365-for-customer-service-user-s-guide.aspx

Field Service

https://www.microsoft.com/en-US/dynamics/crm-customer-center/dynamics-365-for-field-service-user-s-guide.aspx

Project Service Automation

https://www.microsoft.com/en-us/dynamics/crm-customer-center/dynamics-365-for-project-service-automation-user-s-guide.aspx

Portals

https://www.microsoft.com/en-us/dynamics/crm-setup-and-administration/administrator-s-guide-to-portal-capabilities-for-microsoft-dynamics-365.aspx

Marketing

https://www.microsoft.com/en-us/Dynamics/marketing-customer-center/dynamics-marketing-for-dynamics-365-users.aspx

https://www.microsoft.com/en-us/Dynamics/marketing-customer-center/get-started-with-microsoft-dynamics-marketing.aspx

Social Engagement

https://www.microsoft.com/en-us/dynamics/social-engagement-help-and-training/videos-ebooks.aspx

Gamification

https://www.microsoft.com/en-US/Dynamics/gamification/increase-employee-productivity-with-microsoft-dynamics-365-gamification.aspx

Installation & Downloads

December 2016 Service Pack for Dynamics 365 (On-Premises)

The first release of the December 2016 Service Pack for Dynamics 365 (on-premises). This is a tested, cumulative set of updates for Microsoft Dynamics 365. It includes performance enhancements that are packaged together for easy deployment and Dynamic CRM 2016 installation is a prerequisite.

http://www.microsoft.com/en-us/download/details.aspx?id=54515

Dynamics 365 SDK (Software Development Kit)

Contains the complete SDK for Microsoft Dynamics 365, Microsoft Dynamics CRM Online, Microsoft Dynamics CRM 2016 (on-premises), and the User Interface Integration (UII) SDK.

https://www.microsoft.com/en-gb/download/details.aspx?id=50032

Nuget for Dynamics 365

This package contains tools for the December 2016 update for Dynamics 365 (online and on-premises). These tools may be used for application and solution development. The Microsoft .NET Framework 4.5.2 must be installed on the computer where these tools are to execute.

https://www.nuget.org/packages/Microsoft.CrmSdk.CoreTools/

Unified Service Desk

Download the client application and sample packages for Unified Service Desk.

https://www.microsoft.com/en-us/download/details.aspx?id=50355

Dynamics 365 Developer toolkit

Speed up development of Dynamics 365 with Visual Studio 2013 and 2015 Developer Tookit

http://www.crmconsultants.co.uk/microsoft-dynamics-365-crm-developer-toolkit-now-available-to-download/

Dynamics 365 Development Resources

Best practices for developing with Microsoft Dynamics 365

https://msdn.microsoft.com/en-gb/library/gg509027.aspx

Dynamics 365 Developer Centre including code samples

https://msdn.microsoft.com/en-us/dynamics365/crmdevelopercenter.aspx

Tutorials and resources for learning about development for Microsoft Dynamics 365

https://msdn.microsoft.com/en-us/library/gg328027.aspx

Extending Dynamics 365 on the Client

https://msdn.microsoft.com/en-us/library/gg309637.aspx

Extending the Dynamics 365 on the Server

https://msdn.microsoft.com/en-us/library/gg334357.aspx

The programming models for Microsoft Dynamics 365

https://msdn.microsoft.com/en-us/library/gg327971.aspx

Dynamics 365 White Papers

Microsoft Dynamics 365 Implementation Guide for on-premises and online

https://www.microsoft.com/en-us/download/details.aspx?id=50039

Dynamics 365 / CRM Online White Papers

https://technet.microsoft.com/en-US/library/mt703178.aspx

Integration Guide for Dynamics 365 and Office 365

https://technet.microsoft.com/en-us/library/mt703179.aspx

Setup Guide: Server Side synchronisation for Dynamics 365 Online

https://technet.microsoft.com/en-us/library/mt703180.aspx

Performance Benchmark for Dynamics CRM Online 2016 Update 1

https://technet.microsoft.com/en-us/library/mt791782.aspx

Dynamics 365 CRM On Premise White Papers

https://technet.microsoft.com/library/dn688623.aspx

Server Side Synchronisation

http://download.microsoft.com/download/7/1/D/71D44C6E-CB78-4573-BDFF-77A6E137BA5C/serversidesyncwithDynamicsCRM.pdf

Scalable Security Modelling

http://download.microsoft.com/download/D/6/6/D66E61BA-3D18-49E8-B042-8434E64FAFCA/Scalable%20Security%20Modeling%20with%20Microsoft%20Dynamics%20CRM%202015.pdf

Microsoft System Center Management

https://www.microsoft.com/download/details.aspx?id=50379

Performance Benchmark on Azure Iaas

http://download.microsoft.com/download/D/6/6/D66E61BA-3D18-49E8-B042-8434E64FAFCA/Microsoft%20Dynamics%20CRM%202016%20SP1%20Performance%20Benchmark%20on%20Azure%20IaaS.pdf

Security & Compliance

Trust Centre: Security, Privacy and Compliance Information for Office 365 and Dynamics 365

https://www.microsoft.com/online/legal/v2/?docid=23

https://www.microsoft.com/en-us/trustcenter/Privacy/GDPR

 Support & SLAs

Customer can review the current SLA for the Service by visiting;

https://port.crm.dynamics.com/portal/static/1033/sla.htm

Dynamics 365 Licensing Resources

Microsoft Dynamics 365, Enterprise edition Licensing Guide

http://download.microsoft.com/documents/en-us/dynamics/pricing/Dynamics_365_Enterprise_Licencing_Guide.pdf

Microsoft Dynamics 365, Business edition Licensing Guide

http://download.microsoft.com/documents/en-us/dynamics/pricing/Dynamics_365_Business_Licencing_Guide.pdf

Dynamics 365 Billing

https://www.microsoft.com/en-us/dynamics/crm-customer-center/billing-faqs-for-dynamics-365-online.aspx

Content Source

Editable Grids in Dynamics 365

Introduction

dyn365_logo_transparentOn 1 November 2016 Microsoft released Dynamics 365, with all the hype and energy coming along with the new release Microsoft has given us a long awaited and highly desired new feature of Editable Grids. The new editable girds provides us with a rich user interface to update records from the main grids or sub-grids.

Enabling Editable Grids in Microsoft Dynamics 365

Navigate to Settings > Customizations > Customize the Systemdyn365_01

Click on the entity where you want to add the editable grid (eg. Account), navigate to the Controls tab, and then click Add Controls to display the “Add Control” dialog

In the “Add Control” dialog select Editable Grid and click Add to add an instance of the Editable Grid to the selected entity.

Enable Editable Grid as default for Web, Phone and Tablet

dyn365_03

Save entity & Publish your customizations

If you navigate to you selected entity the editable grid will be enabled.

dyn365_04

Notes

  • CRM inbuilt Editable Grid does not support the following data types (All other Data Types are supported):
    • State
    • Customer type field
    • Composite field
    • Partylist
    • Lookup entity related fields
  • Editable Grids will work with read-only grid metadata and configurations
  • Editable Grids support the following JavaScript events for home grid and sub-grids:
    • OnRecordSelect
    • OnSave
    • OnChange
  • Editable Grids support the following entity level Business Rules:
    • Show error message
    • Set field value
    • Set business required
    • Set default value
    • Lock or unlock field

Microsoft Dynamics 365 Pricing and Licensing

Introduction

microsoft-logo-transparentLicensing has historically caused some pain. Even though most users  don’t exist in traditional departmental structures anymore, licensing by application has stayed in the same constrained parameters as it always has. Which is why the impending launch of Microsoft Dynamics 365, with an all new licensing model, is going to be revolutionary.

What is Microsoft Dynamics 365

dyn365_logo_transparentMicrosoft Dynamics 365 is the next generation of intelligent business applications in the cloud. Microsoft 365 unifies CRM and ERP capabilities by delivering new purpose-built applications to help manage specific business functions, including Sales, Customer Service, Field Service, Operations, Marketing, Project Service Automation and Financials. Designed to be personalized, enable greater productivity, deliver deeper insights and adapt to business needs, Dynamics 365 applications help businesses accelerate digital transformation to meet the changing needs of customers and capture the new business opportunities of tomorrow. For more information visit the  Microsoft Dynamics 365 Overview Page

Dynamics 365 Licensing

Pay for what you need

The new licensing model in Dynamics 365 is inclusive, where roles are built around business outcomes. Everybody gets access to the functionality they need across Apps, Plans, and Team Members – the building blocks to the licensing structure.

  •  Light Users are your everyday people, they don’t need full permissions to all departments. They preform tasks like creating reports,  they still need access to data across the company.
  • Full Users are professional users, they are the people with licensed business apps and full permissions.

d365_lic

Team Members

Roles can be much more productive and effective when they have the opportunity to range across all the business apps deployed within the client. A Team Member license in Dynamics 365 gives read rights to all other apps. If you cover a person with this license, they can review data from all Dynamics 365 applications. Why is this such an exciting new offer? Because it means that there are no barriers for allowing your employees to consume information anymore.

Apps

Licensing by application is still relevant and available. With Dynamics 365, you have the option to buy applications individually or buy them through a Plan. The core applications available in Dynamics 365 are: Operations (Dynamics AX 2016), Sales, Field Service, Customer Service, Project Service Automation, and Marketing.

Note: With Dynamics 365 CRM will be changing and will not be sold as one product anymore .

Plans

Licensing by Plan allows you to use whatever you like from the applications you have deployed. This option caters to anybody who does Sales and a bit of Marketing and someone who does Operations and Finance. Dynamics 365 is taking these normal roles and adding value by giving them the flexibility to work in more than one app. By leveraging the integration across the Dynamics 365 platform, you are enabling your employees with more information to do their jobs better.

Please use the below links for more information, note you will need access to Partner Source.

•  Partner Source Link
•  Pricing and Licensing Training Videos (Dynamics Learning Portal)
•  Pricing and Licensing Deep Dive Deck
•  Pricing and Licensing FAQ