Deep Insert Request for Account Entity using AJAX on Dynamics 365

The following request body posted to the Account entity set will create a total of four new entities in the context of creating an account.
· A contact is created because it is defined as an object property of the single-valued navigation property primarycontactid.
· An opportunity is created because it is defined as an object within an array that is set to the value of a collection-valued navigation property opportunity_customer_accounts.
· A task is created because it is defined an object within an array that is set to the value of a collection-valued navigation property Opportunity_Tasks.The following is the source I used for this:

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/webapi/create-entity-web-api#bkmk_CreateRelated


var fnDeepInsert = () => {

    let entityName = "accounts";
    let clientURL = parent.Xrm.Page.context.getClientUrl();
    let req = new XMLHttpRequest();

    req.open("POST", encodeURI(clientURL + "/api/data/v9.1/" + entityName, true));
    req.setRequestHeader("Accept", "application/json");
    req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
    req.setRequestHeader("OData-MaxVersion", "4.0");
    req.setRequestHeader("OData-Version", "4.0");

    req.onreadystatechange = function () {
        if (this.readyState == 4  ) {
            req.onreadystatechange = null;
            if (this.status == 204) {
                alert("No Content = Four Entities created using DEEP INSERT");
            }
            else {
                let error = JSON.parse(this.response).error;
                alert(error.message);
            }
        }
    };

    req.send(JSON.stringify(
        {
            name: "Account",
            primarycontactid:
            {
                firstname: "Bender",
                lastname: "Rodriguez"
            },
            opportunity_customer_accounts:
            [
             {
                 name: "Opportunity for Bender",
                 Opportunity_Tasks:
                 [
                  { subject: "Task related to Bender" }
                 ]
             }
            ]
        }));
}

Dynamics 365 - How to retrieve METADATA for an Entity using a OData REST GET request

In this article we describe  How to retrieve METADATA for an Entity using a OData REST GET request using Web API and Javascript  .

How to retrieve METADATA for an Entity using a OData REST GET request using Web API and Javascript 

Send to the Dynamics webservice the following HTTP request :

http://DOMAIN/ORGANIZATION/api/data/v8.2/EntityDefinitions(LogicalName='phonecall')?$select=LogicalName&$expand=Attributes($select=LogicalName)

That's all...
In this article we've seen  How to retrieve METADATA for an Entity using a OData REST GET request using Web API and Javascript .
Enjoy Microsoft Dynamics 365 CRM!

by Carmel Schvartzman

כתב: כרמל שוורצמן

How to create a Microsoft Word mail merge document with Dynamics 365 for Outlook

In this article we describe Step by step How to create a Microsoft Word mail merge document with Dynamics 365 for Outlook in 10 minutes.

Dynamics 365 for Outlook  allows to easily create mail merge documents and also templates for reuse. This way, you can use an existing template to create email messages, letters , faxes, quotes, etc, to be sent to leads, opportunities, contacts, accounts, or marketing mailing lists.

How to create a Microsoft Word mail merge document with Dynamics 365 for Outlook

To perform the mail merge in Dynamics 365 for Outlook   , follow this steps :

1) In the Dynamics 365 for Outlook tab, click on "Advanced Find", and look for the Contacts, Leads, Users, or whatever entity you want to use in the mail merge:

2) Select all the entities that you want to merge, and click on the "Mail Merge" button:

3) A Mail Merge dialog box will open, where you can select the type of document you want to use. It can be an empty document or a pre-built template. Keep in mind that Dynamics 365 for Outlook gives you the option of saving the present mail merge document as a TEMPLATE, to be reused later.

4) Then you can add data fields, up to 62  CRM fields that you can use on the mail merge document. After you selected the fields, you click on the "DOWNLOAD" button, in order to load the template or the new document that you are creating. The editable document will open:

5) Now it's time for you to edit the document according to your needs. You can click on the standard links "Address block" , "Greeting line", etc, and then you can use the fields that previously you added to the mail merge , by clicking on "More items":

6) From the "More items" link , a window is opened, to let you choose the mail merge fields :

7) After you finish your document/template, you will want to preview it:

8) Then, provided that everything is ok , just perform the mail merge. Else, go back with the navigation buttons, and edit again your document:

9) Another thing: in case that you ALSO want to save your document as a template for future use, you can find it in Dynamics 365 , in the Settings, in the "Business" tab, inside "Templates":

In this article we saw How to create a Microsoft Word mail merge document with Dynamics 365 for Outlook.

That's all...Enjoy Dynamics 365 CRM

by Carmel Schvartzman

כתב: כרמל שוורצמן

Dynamics 365 - How to Update Entity attributes using Web API and Javascript in 5 minutes

In this article we describe Step by step How to Update Entity attributes using Web API and Javascript in 5 minutes.
In this example, we send an HTTP PATCH request to the Dynamics 365 Web Api, in order to update several attributes, and also a MANY-TO-ONE relationship reference between Phonecall and Contact.
We use the HTTP PATCH verb since we are updating more than ONE attribute. Elsewhere, we should use the HTTP PUT OData REST method.

How to Update Entity attributes using Web API and Javascript in 5 minutes  

The following code sends an HTTP PATCH request to the Dynamics 365 Web Api, in order to update several attributes, and also a MANY-TO-ONE relationship reference between Phonecall and Contact:



 var fnPATCHEntity = (newEntityId) => {
            //debugger;
            var entity = {};
            entity.phonenumber = document.getElementById("Phone").value;            
            entity.description = document.getElementById("Description").value;
            entity["regardingobjectid_contact@odata.bind"] = "/contacts(" + newEntityId + ")";
            let id = parent.Xrm.Page.data.entity.getId().replace('{', '').replace('}', '');


            $.ajax({
                type: "PATCH",
                contentType: "application/json; charset=utf-8",
                datatype: "json",
                url: Xrm.Page.context.getClientUrl() + "/api/data/v8.2/phonecalls(" + id + ")",
                data: JSON.stringify(entity),
                beforeSend: function (XMLHttpRequest) {
                    XMLHttpRequest.setRequestHeader("OData-MaxVersion", "4.0");
                    XMLHttpRequest.setRequestHeader("OData-Version", "4.0");
                    XMLHttpRequest.setRequestHeader("Accept", "application/json");
                },
                async: true,
                success: function (data, textStatus, xhr) {
                    Xrm.Utility.alertDialog('Phonecall Updated with MANY-TO-ONE relationship!!');
                },
                error: function (xhr, textStatus, errorThrown) {
                    Xrm.Utility.alertDialog(textStatus + " " + errorThrown);
                }
            });

        }

That's all...
In this article we've seen Step by step How to Update Entity attributes using Web API and Javascript in 5 minutes.
Enjoy Microsoft Dynamics 365 CRM!

by Carmel Schvartzman

כתב: כרמל שוורצמן

Dynamics 365 - How to Create a MANY-TO-ONE related Entity record using Web API and Javascript in 5 minutes

In this article we describe Step by step How to Create a MANY-TO-ONE related Entity record using Web API and Javascript in 5 minutes.
This Web Resource uses Bootstrap and JQuery , to issue HTTP POST and HTTP PATCH requests to a Dynamics 365 Organization, using the Web Api, in order to Create a new Contact record, related to a current Phonecall. 

The UI looks like this :

How to Create a MANY-TO-ONE related Entity record using Web API and Javascript in 5 minutes  

There will be 2 functions, one for creating a new Contact record with HTTP POST , like this :

And the second function, in order to UPDATE the current Phonecall record, setting its Contact reference regardingobjectid_contact to the guid of the newly created Contact :

The following is the whole Web Resource, to be copied as a building block to your Dynamics Organization :


<html>
<head>
    <link rel="stylesheet" href="https://maxcdn.bootstrapcdn.com/bootstrap/3.3.7/css/bootstrap.min.css" integrity="sha384-BVYiiSIFeK1dGmJRAkycuHAHRg32OmUcww7on3RYdg4Va+PmSTsz/K68vbdEjh4u" crossorigin="anonymous">

    <link rel="stylesheet" href="https://maxcdn.bootstrapcdn.com/bootstrap/3.3.7/css/bootstrap-theme.min.css" integrity="sha384-rHyoN1iRsVXV4nD0JutlnGaslCJuC7uwjduW9SVrLvRYooPp2bWYgmgJQIXwl/Sp" crossorigin="anonymous">
    <script>

        // Create a MANY-TO-ONE relationship :  Créer une relation plusieurs-à-un phonecalls-contact :
        var fnPATCHRelatedEntity = (newEntityId) => {
            //debugger;
            var entity = {};
            entity["regardingobjectid_contact@odata.bind"] = "/contacts(" + newEntityId + ")";
            let id = parent.Xrm.Page.data.entity.getId().replace('{', '').replace('}', '');
            // In case you want to modify another attribute :  Au cas ou tu veux modifier un autre attribut :
            // entity.phonenumber = "0546589251";

            parent.$.ajax({     //  We can use HTTP PUT whenever we need to modify only ONE attribute
                type: "PATCH",  //  on peut utiliser le verbe HTTP PUT , dans le cas de modification de 1 seul attribut
                contentType: "application/json; charset=utf-8",
                datatype: "json",
                url: parent.Xrm.Page.context.getClientUrl() + "/api/data/v8.2/phonecalls(" + id + ")",
                data: JSON.stringify(entity),
                beforeSend: function (XMLHttpRequest) {
                    XMLHttpRequest.setRequestHeader("OData-MaxVersion", "4.0");
                    XMLHttpRequest.setRequestHeader("OData-Version", "4.0");
                    XMLHttpRequest.setRequestHeader("Accept", "application/json");
                },
                async: true,
                success: function (data, textStatus, xhr) {
                    parent.Xrm.Utility.alertDialog('Phonecall Updated with MANY-TO-ONE relationship!!');
                },
                error: function (xhr, textStatus, errorThrown) {
                    parent.Xrm.Utility.alertDialog(textStatus + " " + errorThrown);
                }
            });

        }

        var fnCreateContact = () => {
            //debugger;
            var entity = {};
            entity.address1_telephone1 = document.getElementById("Phone").value;
            entity.emailaddress1 = document.getElementById("Email").value;
            entity.firstname = document.getElementById("FirstName").value;
            entity.lastname = document.getElementById("LastName").value;

            parent.$.ajax({
                type: "POST",
                contentType: "application/json; charset=utf-8",
                datatype: "json",
                url: parent.Xrm.Page.context.getClientUrl() + "/api/data/v8.2/contacts",
                data: JSON.stringify(entity),
                beforeSend: function (XMLHttpRequest) {
                    XMLHttpRequest.setRequestHeader("OData-MaxVersion", "4.0");
                    XMLHttpRequest.setRequestHeader("OData-Version", "4.0");
                    XMLHttpRequest.setRequestHeader("Accept", "application/json");
                },
                async: true,
                success: function (data, textStatus, xhr) {
                    let uri = xhr.getResponseHeader("OData-EntityId");
                    let regExp = /\(([^)]+)\)/;
                    let matches = regExp.exec(uri);
                    let newEntityId = matches[1];
                    if (newEntityId != null) {
                        // Créer une relation plusieurs-à-un phonecalls-contact :
                        fnPATCHRelatedEntity(newEntityId);
                    }


                    document.getElementById('btnCreateContact').classList.add('disabled');
                },
                error: function (xhr, textStatus, errorThrown) {
                    parent.Xrm.Utility.alertDialog(textStatus + " " + errorThrown);
                }
            });
        }


    </script>

</head>
<body style="direction: rtl; overflow-wrap: break-word;">

    <div class="container">
        <div class="jumbotron">
            <h3>Create Contact</h3>
            <p></p><h5>This function creates a new Contact related to the current Phonecall through a One-To-Many relationship</h5><p></p>
            <table style="font:12px;border-spacing:3px;margin:5px;">
                <tbody>
                    <tr>
                        <td>First Name: </td>
                        <td><input type="text" id="FirstName" value="Bender"></td>
                    </tr>
                    <tr>
                        <td>Last Name: </td>
                        <td><input type="text" id="LastName" name="LastName" value="Rodriguez"></td>
                    </tr>
                    <tr><td>Email: </td><td><input type="text" id="Email" value="www.bender.com"></td></tr>
                    <tr>
                        <td>Phone: </td>
                        <td><input type="text" id="Phone" name="Phone" value="123456789"></td>
                    </tr>
                </tbody>
            </table>

            <button id="btnCreateContact" onclick="fnCreateContact()" type="button" class="btn btn-primary">Create Contact</button>

        </div>
    </div>
</body>
</html>

That's all...
In this article we've seen Step by step How to Create a MANY-TO-ONE related Entity record using Web API and Javascript in 5 minutes.
Enjoy Microsoft Dynamics 365 CRM!

by Carmel Schvartzman

כתב: כרמל שוורצמן

SOLVED ERROR - Cannot find assembly "Microsoft.SqlServer.ManagedDTS" when calling an SSIS agent job from C# code

In this article we describe how to find the assembly "Microsoft.SqlServer.ManagedDTS"  when calling an SSIS agent job from C# code.

When calling an Sql Server Integration Services agent job SSIS programmatically from C# .Net code, in order to use the method  Execute , there is a need for using in the application the reference to the assembly  Microsoft.SqlServer.ManagedDTS .

The problem resides in finding that DLL . It should be installed in the pc, together with the rest of SQL SERVER DLLs.

How to find the assembly "Microsoft.SqlServer.ManagedDTS"  when calling an SSIS agent job from C# code

The first try will be to add the assembly via the assemblies list box in visual studio , only to find that it was not available there:

Then, we could go to the  SQL SERVER assemblies  folder : C:\Program Files\Microsoft SQL Server\90\SDK\Assemblies
Again, it will not be possible to get the assembly that way:

SOLUTION: 

Press WIN KEY + R to open the Run window , and run the GAC command : 

    C:\Windows\assembly\gac_msil


The GAC will open, and then make a search for the ManagedDTS assembly :

Copy it to the BIN folder of your VISUAL STUDIO project, then open the reference manager and BROWSE for it in the BIN folder :

Add the "Using" reference to your Project .

That's all...
In this article we've seen Step by step how to find the assembly "Microsoft.SqlServer.ManagedDTS" when calling an SSIS agent job from C# code.
Enjoy Microsoft Dynamics 365 CRM!

by Carmel Schvartzman

כתב: כרמל שוורצמן

Dynamics 365 - How to Create a new Entity record using Web API and Javascript in 5 minutes

In this article we describe Step by step  How to Create a new Entity record  using Web API and Javascript in 5 minutes. We'll use the JQuery already loaded by Dynamics 365 on the form.

For this example, we'll create a Contact record, when clicking a button, using a Web Resource locally inside the Form.

How to Create a new Entity record  using Web API and Javascript in 5 minutes

This is the function to Create a Record , using an HTTP POST request: 


var entity = {};
entity.address1_telephone1 = "";
entity.emailaddress1 = "";
entity.lastname = "";

$.ajax({
    type: "POST",
    contentType: "application/json; charset=utf-8",
    datatype: "json",
    url: Xrm.Page.context.getClientUrl() + "/api/data/v8.2/contacts",
    data: JSON.stringify(entity),
    beforeSend: function(XMLHttpRequest) {
        XMLHttpRequest.setRequestHeader("OData-MaxVersion", "4.0");
        XMLHttpRequest.setRequestHeader("OData-Version", "4.0");
        XMLHttpRequest.setRequestHeader("Accept", "application/json");
    },
    async: true,
    success: function(data, textStatus, xhr) {
        var uri = xhr.getResponseHeader("OData-EntityId");
        var regExp = /\(([^)]+)\)/;
        var matches = regExp.exec(uri);
        var newEntityId = matches[1];
    },
    error: function(xhr, textStatus, errorThrown) {
        Xrm.Utility.alertDialog(textStatus + " " + errorThrown);
    }
});



And this is the Web Resource EMBEDDED in the Form (that's why we wrote "parent" before calls to JQuery ) :
1) Open the Form
2) Add > Section > Web Resource
3) Paste inside it the following HTML - JS code:



<html><head>
<link rel="stylesheet" href="https://maxcdn.bootstrapcdn.com/bootstrap/3.3.7/css/bootstrap.min.css" integrity="sha384-BVYiiSIFeK1dGmJRAkycuHAHRg32OmUcww7on3RYdg4Va+PmSTsz/K68vbdEjh4u" crossorigin="anonymous">

<link rel="stylesheet" href="https://maxcdn.bootstrapcdn.com/bootstrap/3.3.7/css/bootstrap-theme.min.css" integrity="sha384-rHyoN1iRsVXV4nD0JutlnGaslCJuC7uwjduW9SVrLvRYooPp2bWYgmgJQIXwl/Sp" crossorigin="anonymous">
<script>

var fnCreateContact = () => {
var entity = {};
entity.address1_telephone1 = "123123123";
entity.emailaddress1 = "www.bender.com";
entity.lastname = "Contact Name";

parent.$.ajax({
    type: "POST",
    contentType: "application/json; charset=utf-8",
    datatype: "json",
    url: parent.Xrm.Page.context.getClientUrl() + "/api/data/v8.2/contacts",
    data: JSON.stringify(entity),
    beforeSend: function(XMLHttpRequest) {
        XMLHttpRequest.setRequestHeader("OData-MaxVersion", "4.0");
        XMLHttpRequest.setRequestHeader("OData-Version", "4.0");
        XMLHttpRequest.setRequestHeader("Accept", "application/json");
    },
    async: true,
    success: function(data, textStatus, xhr) {
        var uri = xhr.getResponseHeader("OData-EntityId");
        var regExp = /\(([^)]+)\)/;
        var matches = regExp.exec(uri);
        var newEntityId = matches[1];

document.getElementById('btnCreateContact').classList.add('disabled');
    },
    error: function(xhr, textStatus, errorThrown) {
        parent.Xrm.Utility.alertDialog(textStatus + " " + errorThrown);
    }
});
}
</script>
<meta></head><body style="direction: rtl; overflow-wrap: break-word;">

<div class="container">
  <div class="jumbotron">
    <h3>Create Contact</h3>   
    <p>This function creates a new Contact</p>
     <button id="btnCreateContact" onclick="fnCreateContact()" type="button" class="btn btn-primary">Create Contact</button>
  </div>
</div>

</body></html>

That's all...
In this article we've seen Step by step  How to Create a new Entity record  using Web API and Javascript in 5 minutes.
Enjoy Microsoft Dynamics 365 CRM!

by Carmel Schvartzman

כתב: כרמל שוורצמן

Step by step How to Install the CRM REST Builder in your Dynamics CRM 365 in 5 minutes

In this article we describe Step by step How to Install the CRM REST Builder in your Dynamics CRM 365 in 5 minutes.
The CRM REST Builder is an open source creation by  Jason Lattimer. It will give you the chance of getting the REST OData code that you need, both using JQuery or XMLHttpRequest, automatically and avoiding to fall on errors. The Builder enables you to perform WEB API OData REST request to create One to Many , Many to One and Many to Many relationships, asynchronously:

How to Install the CRM REST Builder in your Dynamics CRM 365 in 5 minutes

1) Download the REST BUILDER:
Browse to the Jason Lattimer's Github , and download the Builder , according to your Dynamics CRM version: https://github.com/jlattimer/CRMRESTBuilder/releases

2) Import the Managed Solution to your Dynamics 365:
Open your solutions screen, and import the REST Builder solution:

3) Open the REST BUILDER:
After refreshing the Solutions form, you will see a button on the top of the form. Open it to see the Builder:

4) Create your REST request:
Create your request, and copy it to the web resource that will be called from your entity form:

That's all...
In this article we've seen Step by step How to Install the CRM REST Builder in your Dynamics CRM 365 in 5 minutes.
Enjoy Microsoft Dynamics 365 CRM!

by Carmel Schvartzman

כתב: כרמל שוורצמן

Dynamics 365 - How to Retrieve Many-To-One related Entity attributes using Web API and Javascript

In this article we describe Step by step  How to Retrieve Many-To-One related Entity attributes using Web API and Javascript in 5 minutes. We use the JQuery included in the Dynamics form.
This is our example :  we want to get attributes from a Contact related to a Phonecall :
This is a MANY-TO-ONE relationship, therefore :
Primary Entity = Contact
Related Entity = Phonecall
Link Entity = regardingobjectid_phonecall_contact 
 (this logical name can be inferred from the N:1 link as seen in the Customizations : see this snapshot : )

How to Retrieve Many-To-One related Entity attributes using Web API and Javascript 

This approach works by creating only one web resource embedded into the Form HTML page of the entity :
1) Open the Form - Add a new Region
2) Add a Web Resource to the Region
3) Click on Create New Web Resource 
4) Add the following Building Block code to the Web Resource :

This code:
- loads Bootstrap
- uses JQuery form the Parent Form
- Gets Attributes from both the current Entity (Phonecall) + the related MANY-TO-ONE Entity (Contact) :

<html><head>

<link rel="stylesheet" href="https://maxcdn.bootstrapcdn.com/bootstrap/3.3.7/css/bootstrap.min.css" integrity="sha384-BVYiiSIFeK1dGmJRAkycuHAHRg32OmUcww7on3RYdg4Va+PmSTsz/K68vbdEjh4u" crossorigin="anonymous">

<link rel="stylesheet" href="https://maxcdn.bootstrapcdn.com/bootstrap/3.3.7/css/bootstrap-theme.min.css" integrity="sha384-rHyoN1iRsVXV4nD0JutlnGaslCJuC7uwjduW9SVrLvRYooPp2bWYgmgJQIXwl/Sp" crossorigin="anonymous">

<script> 

   

    function fnGetContactDetails() {

      debugger;

      let gPrimaryEntityId = parent.Xrm.Page.data.entity.getId();

      if (gPrimaryEntityId) {

        gPrimaryEntityId = gPrimaryEntityId.replace("{", "").replace("}", "");

        parent.$.ajax({

          type: "GET",

          contentType: "application/json; charset=utf-8",

          datatype: "json",

          url: encodeURI(parent.Xrm.Page.context.getClientUrl() + "/api/data/v8.2/phonecalls(" + gPrimaryEntityId + ")?$select=activityid,phonenumber&$expand=regardingobjectid_contact_phonecall($select=contactid,fullname,accountrolecode,emailaddress1,telephone1,mobilephone,company)"),

          beforeSend: function (XMLHttpRequest) {

            XMLHttpRequest.setRequestHeader("OData-MaxVersion", "4.0");

            XMLHttpRequest.setRequestHeader("OData-Version", "4.0");

            XMLHttpRequest.setRequestHeader("Accept", "application/json");

            XMLHttpRequest.setRequestHeader("Prefer", "odata.include-annotations=\"*\"");

          },

          async: true,

          success: function (data, textStatus, xhr) {

            var result = data;

            var activityid = result["activityid"];

            var phonenumber = result["phonenumber"];

            if (result.hasOwnProperty("regardingobjectid_contact_phonecall")) {

              var contactid = result["regardingobjectid_contact_phonecall"]["contactid"];

              var fullname = result["regardingobjectid_contact_phonecall"]["fullname"];

              let accountrolecode = result["regardingobjectid_contact_phonecall"]["accountrolecode"];

              let emailaddress1 = result["regardingobjectid_contact_phonecall"]["emailaddress1"];

              let telephone1 = result["regardingobjectid_contact_phonecall"]["telephone1"];

              let company = result["regardingobjectid_contact_phonecall"]["company"];

              let mobilephone = result["regardingobjectid_contact_phonecall"]["mobilephone"];

              document.getElementById("msg").innerHTML = fullname + "<br>" + // accountrolecode + "<br>" + 

                         emailaddress1 + "<br>" + telephone1 + "<br>" + company + "<br>" + mobilephone;

            document.getElementById("btnGetContact").style.display = "none";

              // parent.Xrm.Utility.alertDialog(fullname);

            }

          },

          error: function (xhr, textStatus, errorThrown) {

            parent.Xrm.Utility.alertDialog(textStatus + " " + errorThrown);

          }

        });

      }

      else {

        parent.Xrm.Page.ui.alert("No ID for Primary Entity");

      }

    }

</script>

<meta><meta><meta><meta><meta><meta><meta><meta><meta><meta><meta><meta><meta><meta><meta><meta><meta><meta><meta><meta><meta></head><body style="direction: rtl; overflow-wrap: break-word;">

<div class="container">

  <div class="jumbotron">

    <h3>Contact Details</h3> 

    <button id="btnGetContact" class="btn btn-secondary" onclick="fnGetContactDetails()">Get Contact Details </button> 

    <b><div id="msg"></div></b> 

</div>

</div></body></html> 

    

}

That's all...
In this article we've seen Step by step  How to Retrieve Many-To-One related Entity attributes using Web API and Javascript in 5 minutes.
Enjoy Microsoft Dynamics 365 CRM!

by Carmel Schvartzman

כתב: כרמל שוורצמן

How to re-enable the Dynamics 365 for Outlook Client in Outlook

In this article we describe Step by step How to re-enable the Dynamics 365 for Outlook Client in Outlook.

How to re-enable the Dynamics 365 for Outlook Client in Outlook

In case that your Outlook crashed because of some  Dynamics 365 for Outlook Client , while reloading Outlook, you will be prompted to disable the add-in that caused the problem.

Usually, the Dynamics 365 for Outlook Client addon will be disabled.
The problem is, how to re-enable it?

The solution is, by opening the Dynamics 365 for Outlook Client Diagnostics window.

To do so, go to the Start , Programs, and locate the Diagnostics:

On the opened window, go to the second tab "Advanced" :

In the "Advanced" tab, click on "Enable" :

 Reopen Outlook , and the Dynamics 365 for Outlook Client will be there.

That's all...Enjoy Dynamics CRM

by Carmel Schvartzman

כתב: כרמל שוורצמן