Author: Carl

Set Dynamics 365 Instance Name

Go to https://portal.office.com. Then, select Admin from the options: Select Dynamics 365: You can then set the name below:  

Using the Windows API

In this post, we will look at how to use the Windows API to get and set windows in the Windows operating system. First, create a new console app: We will firstly add the Interop Services, which allows us to enable interop with DLLs: using System.Runtime.InteropServices; In our case, we will be using the user32.dll. Next, we will use DllImport, which is part of the namespace we added, to reference … Continue reading Using the Windows API

Open HTML Page from Button with Ribbon Workbench

There may be a requirement to open an HTML page from a button. In this example, we will use the Ribbon Workbench to open a page from a button. First, create a new solution and go to Web Resources: Click New and enter details for the HTML page. Select Type: Select Type as Webpage and then select Text Editor: This will open an HTML page: Selecting the Source tab will … Continue reading Open HTML Page from Button with Ribbon Workbench

Creating a Custom Layout in Unified Service Desk

Unified Service Desk can use custom layouts, so organizations can specify the layout of the USD application. Let’s look at how to do this. First, install the Dynamics CRM SDK Templates for Visual Studio. Once installed, start Visual Studio and create a new project of type USD Custom Panel Layout: When the project loads, you will see missing references: With Invalid Markup displaying: Open the NuGet packages: Install any updates: You … Continue reading Creating a Custom Layout in Unified Service Desk

Installing the Dynamics CRM SDK Templates Extension in Visual Studio 2015

The Dynamics CRM SDK Templates are used for creating Visual Studio projects for Dynamics 365 and Unified Service Desk. To install the Dynamics CRM SDK Templates Extension in Visual Studio 2015, open Visual Studio and go to Tools->Extensions and Updates: Select Online, then search for CRM SDK and find Dynamics CRM SDK Templates, then click Download: Click Install: The extension will be installed: Click Close. Create a new Project: We see the CRM … Continue reading Installing the Dynamics CRM SDK Templates Extension in Visual Studio 2015

Dynamics 365 Insert Navigation Link

To add a navigation link to a form, go through the following steps. Edit the form you want to add the link. From the Home tab select Navigation: Then from the Insert tab, select Navigation Link: Enter details about the link. Here we will go to an external URL: From the Home tab, save and publish the customization: The new link will now appear in the Accounts form:  

Modifying a Dynamics 365 Form Section Layout

In Dynamics 365, you can modify the layout of existing form sections. For example, let’s say you want to change the Summary tab of the Account to show 2 sections instead of 3, and remove the middle Social Pane section: To do this, edit the form and delete the Social Pane field: Move the controls from the right section to the middle section. Anything in the right column will be … Continue reading Modifying a Dynamics 365 Form Section Layout

Query Dynamics CRM through JavaScript with WebAPI

Following on from Querying Dynamics CRM through JavaScript using the OrganizationService, we will now go through an example using the new Web API. We will use this URL to get the full web service URL: var url = Xrm.Page.context.getClientUrl() + “/api/data/v8.1/”; We will use the Id of the record: var Id = Xrm.Page.data.entity.getId(); Our Web API filter is constructed like below: https://yourcrm.crm.dynamics.com/api/data/v8.1/leads?$select=lastname To filter the LeadId our query will be (note no quotes or … Continue reading Query Dynamics CRM through JavaScript with WebAPI

Windows Forms Hosted Control in USD

In this topic, we will go through how to integrate Unified Service Desk with a Windows Forms UII Hosted Application. For example, you may want to build from scratch a windows forms application that your agents use, that is integrated with USD. Using the USD Developer Guide, we are able to create applications that run as hosted controls and contain code that talks with USD. This is different from the scenario … Continue reading Windows Forms Hosted Control in USD

Using Xrm.Page in Dynamics 365 HTML Web Resource

In Dynamics 365, you can add HTML Web Resources with JavaScript. You may want to use Xrm.Page features, but if you try to do this, you get the error that “Xrm” is undefined. To get around this, you need to use GetGlobalContext function. Add the script below to your web resource: <script src=”ClientGlobalContext.js.aspx” type=”text/javascript”></script> Add the code: <!DOCTYPE html> <html> <head>     <title></title>     <script src=”ClientGlobalContext.js.aspx” type=”text/javascript”></script>     <script type=”text/javascript”>         function ButtonClicked() {             var userName = Xrm.Page.context.getUserName();             alert(userName);         }      </script> </head> <body> … Continue reading Using Xrm.Page in Dynamics 365 HTML Web Resource