Month: September 2018

Dynamics 365 Diagnostics Tool for Online

Arun Potti's MS CRM blog

Dynamics 365 includes a basic diagnostic tool that analyzes the client-to-organization connectivity and produces a report. To run the Dynamics 365 Diagnostics tool, follow these steps.

View original post 157 more words

When To Use Which Microsoft Dynamics CRM Web Service

thiking kid

Meet Jerry, he is wondering about dynamics crm services, In this blog I am helping him to understand when he should use which dynamics CRM web service.

Let’s first understand how many services dynamics crm offers post which will discuss which service to be used when:

  1. Web API
  2. Organization Service
  3. Organization Data Service
  4. Discovery Service
  5. Deployment Service

Web API

WebAPI is fairly new for dynamics CRM and i see many developers havent touched upon it. You should be using WebAPI Service while doing Client side development(preferably) such as Javascript, HTML etc. At this point its not easy to use WebAPI on server side but i am sure it will be possible in coming updates. Web API uses ODATA (Open data protocol). It also doesnt need any dynamics CRM related libraries or assemblies. You perform CRUD operation using XmlHttpRequests.  

Organization service

Organization service is basically a SOAP endpoint of dynamics crm and have been available since dynamics crm version 2011.  This Service has to be used with .Net Framework and for Business logic that runs in plug-ins or workflow assemblies on the server expect to use the Organization service.( So nothing client side). To work with Organization you have to use microsoft dynamics crm SDK i,e provided libabries and assemblies to interact with dynamics crm.

Organization Data service

It is also known as Odata service for dynamics crm which is Infact nothing but a “REST” Endpoint. You can utilise Odata endpoint in C# code( a server side code as well) but it is widely used for for client side scripting using javascript. However this has been deprecated with the release of dynamics crm 365 which means it is no longer supported. and completely replace with WebAPI.

 

Discovery web services

As the name suggest, this service should be used when you have mutiple CRM instances of dynamics crm in single deployment. You would use this service in your plugins ( the server side code) to get the current instance obtain the context.

 

Deployment web service

This service is barely used by developer as UI options are available. Such as Deployment manager etc. Use this service if you have create , delete or edit a dynamics crm organization/instance. Again its all server side.

 

I hope this clears your doubt as to when you would use which service and with what programming language.

Cheers!

 

 

Error While Connecting To CRM Online Using Kingsway SSIS Connector

Issue:

I have recently got this error when i was preparing an SSIS package for Dynamics CRM 365 Online and used Kingsway SSIS connector.

Kingsway1

Resolution:

After digging in further this error is mainly caused by the request and reponse timings,So, when i checked i found out my system time was somehow 5 minutes ahead of the current time, hence the request going to CRM server was of a future time and hence this error showed up.

All i had to do is fix my system time. Sometimes even if your system time is fine, you might still get the error, In that scenario too try to change the time as 5 minutes less.

 

Once i did that -my organisation name popped up without any issue.
kingsway2.png

 

Hope this helps!

Cheers!

 

Show Lost and Won Opportunities In A Chart By User/Owner

Just a quick blog on a question asked in dynamics community here : https://community.dynamics.com/crm/f/117/t/293930

Requirement was to show Lost & Won opportunities grouped by a manager in a Bar Chart:
chart2

Try below Steps.

  1. Create a view as below :chart3
  2. Create a chart on that view in opportunity as below:chart
  3.  Save and close & make sure to publish the customisation. Below is the end product.
    chart2

 

Hope this helps!

 

Cheers!