Azure Service Bus Messaging with Dynamics 365 Plugin

Dynamics 365 is able to post messages to cloud apps listening on the Azure Service Bus. Here we will go through setting this up and posting a message. First, log onto Azure Portal. Select New and search for and select Service Bus: Click Create: Provide the namespace information and click Create: Open the Service Bus and select Queues: Add a Queue: Enter a name and click Create:   Open the … Continue reading Azure Service Bus Messaging with Dynamics 365 Plugin

Running a Linq Query with Lambda Expressions in Dynamics 365

Here we will go through an example of running a LINQ query with Dynamics 365. First, create a new console app. Add the following assemblies to connect to Dynamics 365: Microsoft.Xrm.Sdk System.ServiceModel Next, add some code. We will first connect to Dynamics 365 using the Organization Service Proxy. From there, we will call EnableProxyTypes. We can then run our LINQ query, which return the name of all accounts: Running this, … Continue reading Running a Linq Query with Lambda Expressions in Dynamics 365

Automatically Route Cases to a Queue

In Dynamics 365, when cases are created, you can configure it to be assigned directly to a specific queue, e.g. to be assigned directly to a specific person, or to be escalated. To do this, you set up Routing Rules. Go to Settings->Service Management: Select Routing Rules Sets: Select New to create a new Routing Rule: We will create a new routing rule to route high priority cases. Enter a … Continue reading Automatically Route Cases to a Queue

Picking and Releasing Cases from Queues

In Dynamics 365, cases are assigned to queues to be processed by support users. Let’s say a user is assigned to a queue, Tier 1 Support. The user can easily see cases assigned to the queue by going to Service->Queues: And filtering the queues: You can see which user is working on which case, if any. By selecting a case from this view, a user has the option to “Pick” … Continue reading Picking and Releasing Cases from Queues

Opportunities and Calculating Revenue in Dynamics 365

When closing opportunities in Dynamics 365, we can determine how the actual revenue field is calculated, whether it is system calculated (by adding quote amounts) or user calculated (entered manually). Here we will go through how this works. First, open the Opportunity entity in Customizations and open the field isrevenuesystemcalculated. You will see there is a default option for either System Calculated or User Calculated. Change the value to System … Continue reading Opportunities and Calculating Revenue in Dynamics 365

Installing Field Service for Dynamics 365 (Online)

In this post we will go through installing Field Service for Dynamics 365 Online. Go to App Source and refine by product Dynamics 365: Scroll down and you will see Dynamics 365 for Field Service: Click on Free Trial: You may be prompted to enter your email address: Click Continue: Click to Agree: Now in the Administrator Portal you will see Field Service. Click Install: And Install: The status will … Continue reading Installing Field Service for Dynamics 365 (Online)

Opening a Quick Create through JavaScript

In Dynamics 365, we can open Quick Create forms through JavaScript. Through Xrm.Utility, we can call openQuickCreate. This takes the parameters: Xrm.Utility.openQuickCreate(entityLogicalName,createFromEntity,parameters).then(successCallback, errorCallback); From the documentation, we can see the parameters required: Name Type Required Description entityLogicalName String Yes The logical name of the entity to create. createFromEntity Lookup No Designates a record that will provide default values based on mapped attribute values. A lookup object has the following String properties: entityType: … Continue reading Opening a Quick Create through JavaScript

Email Engagement in Dynamics 365

Email Engagement is a feature of Relationship Insights in Dynamics 365 that helps salespeople with how customers are interacting with emails sent from Dynamics 365. To enable it, go to Settings->Relationship Insights: Click on the Email Engagement: You may see this message: Click to turn on Email Engagement: Now, create a new email in Dynamics 365. Note the email must originate in Dynamics 365 as opposed to Outlook. You will … Continue reading Email Engagement in Dynamics 365

Relationship Assistant in Dynamics 365

The Relationship Assistant is a feature of Relationship Insights in Dynamics 365 that tracks activity and provides intelligent feedback to the Dynamics 365 user. To configure it, go to Settings->Relationship Insights: Select Relationship Assistant and click to enable. Note the options available: Now, we will show how this is used. When a customer sends you an email, you will be able to go into the contact record and see the … Continue reading Relationship Assistant in Dynamics 365

Install Live Assist for Dynamics 365

To install Live Assist for Dynamics 365 by CafeX, go to your Dynamics 365 Administration Center. You will see Live Assist. Click Manage: Click Accept: Click Submit: You will see the following message: Once installed, you will see the welcome message: Log into the portal at: https://admin.eu1.liveassistfor365.com/portal/ The welcome email includes links to a YouTube video: