Project Service Automation Delegation – UI and SDK Gotchas

A typical requirement for project management and time sheet systems is the ability to allow a manager to enter time sheets for team members. PSA, Project Service Automation,  supports this through the use of delegation records. A user can create a delegation record allowing another user to enter the hours they have worked on project tasks. Here I have created Read More…

Simple Dynamics CRM Console Application

This is a quick tip on how to create a simple Dynamics CRM console application in C# that connects to Dynamics CRM 2016 and creates an account record. There is some sample  code in the SDK that demonstrates how to do this but this sample is even simpler. static void Main(string[] args) {     // Get the CRM connection string and connect to the CRM Organization     CrmServiceClient crmConn = new CrmServiceClient(ConfigurationManager.ConnectionStrings[“CRM”].ConnectionString);     IOrganizationService crmService = crmConn.OrganizationServiceProxy;     Entity acc = new Entity(“account”);     acc[“name”] = “Joe’s New Account”;     crmService.Create(acc); Read More…