Microsoft Portal – Retrieve Dynamics 365 Data Asynchronously – Part 2

Monday, October 15, 2018

In part 1 of this post I demonstrated building and using a service which receives a FetchXML query and returns Dynamics 365 data to any Portal page in an asynchronous manner as a JSON object. This service is similar to the SDK’s RetrieveMultiple message. In this part 2, I’ll demonstrate a different service, which like the SDK Retrieve message, receives a record type, record id (GUID) and columns set to return the required data as a JSON object. This is useful when you already have a specific Dynamics 365 record id at hand and you want to retrieve additional data for...

Microsoft Portal – Retrieve Dynamics 365 Data Asynchronously – Part 1

Friday, October 12, 2018

Leveraging Colin Vermander brilliant article on using Liquid Templates to return JSON, I would like to demonstrate creating and using a ‘service’ to asynchronously retrieve Dynamics 365 data into any portal page. Why is this useful? Liquid Templates tags are rendered on server side before a response is returned to the browser, so FetchXML tag will return a static result once the page is returned. But what about responding dynamically to client side events such as option selection, button click or expending an element to view more details? Sending the page to the server again is no longer an option if you want...

Asynchronous Batch Process Solution Revisited – part 4

Sunday, August 30, 2015

In the previous post, I walked through the ABP (Asynchronous Batch Process) Aggregative Query Scenario. In this post, last in this series, I’ll go through the External Action scenario. Prerequisites 1. Download the Asynchronous Batch Process Solution, import into Microsoft Dynamics CRM 2015 on-premise/Online organization2. Go to Settings – > Solutions and Open the ABP solution. Go to the Batch Process entity definition and check the Settings checkbox in the ‘Areas that display this entity’ section3. Save and publish the solution As always, I advise against publishing any external solution on your production environment without testing it...

Asynchronous Batch Process Solution Revisited – part 3

Monday, August 10, 2015

In the previous post, I walked through the ABP Target Records Scenario. In this post, I’ll go through the Aggregative Query Scenario. Prerequisites 1. Download the Asynchronous Batch Process Solution, import into Microsoft Dynamics CRM 2015 on-premise/Online organization2. Go to Settings – > Solutions and Open the ABP solution. Go to the Batch Process entity definition and check the Settings checkbox in the ‘Areas that display this entity’ section3. Save and publish the solution As always, I advise against publishing any external solution on your production environment without testing it first. Aggregative Query Scenario ...

Asynchronous Batch Process Solution Revisited – part 2

Sunday, July 26, 2015

In my previous post, I described some of the Asynchronous Batch Process Solution (ABP) version 2 internals. In the next posts, I would like to go through different business scenarios and explain how to use the ABP solution, step by step. Prerequisites 1. Download the Asynchronous Batch Process Solution, import into Microsoft Dynamics CRM 2015 on-premise/Online organization 2. Go to Settings – > Solutions and Open the ABP solution. Go to the Batch Process entity definition and check the Settings checkbox in the ‘Areas that display this entity’ section 3. Save and publish the solution As always, I advise against publishing any external solution...
no comments

Asynchronous Batch Process Solution Revisited – part 1

Sunday, July 19, 2015

I had some free time and decided to review the Asynchronous Batch Process Pattern Solution. On January 2013 I promised to publish a revised version and didn’t manage to do so. To redeem myself, I have decided to publish this version on CodePlex, so it can be customized by anyone who needs to. If you don’t know what ABPP is all about and what’s in it for you, I suggest you start here. In the first part of this post I’ll describe the new features, architecture considerations and implementation details. In the next part, I’ll walkthrough the different scenarios and use...

Asynchronous Batch Process Pattern – Leveraging December 2012 Service Update (Polaris) Features

Wednesday, January 30, 2013

December 2012 Service Update features two new interesting capabilities: Custom Activities support for Microsoft Dynamics CRM Online Executing multiple requests with the ExecuteMultipleRequest class   These capabilities allow important improvements to the Asynchronous Batch Process Pattern solution described here. So what’s new? The lack of Custom Activities support in Online deployment required the usage of a Plugin component to perform the Target Records query and implementing the Action Workflow to each result record.   With December 2012 Service Update Custom Activities support for...