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Dynamics 365 Customer Engagement version 9 code updates

Important changes are coming in Dynamics 365 Customer Engagement version 9!  Microsoft has outlined them here.  Microsoft will perform the Dynamics 365 upgrade for those currently on Dynamics 365 Online, so it’s important to be aware of these changes!

Custom functionally may need to be updated by your Partner or CRM Admin.

Specifically, I’d like to highlight the deprecated code coming with this release.  Both CRM Admins and Developers should be aware of the deprecated client APIs.  Microsoft has deprecated several Xrm client API calls after restructuring the Xrm object model to enable developers to use the same code regardless of the context or client.  The client refers to the web browser or the new Unified Interface.

Developers use these client APIs to perform real time form manipulations such as:

  • Obtaining the current logged in user to check if they can perform a certain action
  • Alerting end users of an important message regarding the customer record
  • Auto opening entity forms and web resources for end users

Over the years, we’ve had the pleasure to assist many customers with various Dynamics 365 upgrades.  To ensure a smooth upgrade, we always recommend setting up a Sandbox environment to test in before it’s released to Production.  For Dynamics 365 Online customers, Sandboxes are free to create with your subscription!

Beringer Technology Group is always here to provide expert knowledge in topics like these. Contact us with any questions you may have.

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