Category: Dynamics CRM

Make Integration between SharePoint and D365 CE [CRM]

Dynamics 365 includes a native SharePoint integration from Microsoft. It is widely used by businesses because it is relatively easy to set up and has a lot of advantages. 1. SharePoint Integration with D365 Follow the steps to get it done smoothly. 2. Open Settings and click on Document Management 3. Click on Enable Server-Based SharePoint Integration 4. Select Online and…

How to create a Filter Expression with AND & OR? XRM [CRM]

FilterExpression filter = new FilterExpression(LogicalOperator.Or); FilterExpression filter1 = new FilterExpression(LogicalOperator.And); filter1.Conditions.Add(new ConditionExpression(“A_LogicalName”, ConditionOperator.Equal, id1)); filter1.Conditions.Add(new ConditionExpression(“B_LogicalName”, ConditionOperator.Equal, id2)); FilterExpression filter2 = new FilterExpression(LogicalOperator.And); filter2.Conditions.Add(new ConditionExpression(“B_LogicalName”, ConditionOperator.Equal, id2)); filter2.Conditions.Add(new ConditionExpression(“C_LogicalName”, ConditionOperator.Equal, id3)); filter.AddFilter(filter1); filter.AddFilter(filter2); query.Criteria = filter; OR