Author: Carl

Create and Add Debugger to the Menu in Unified Service Desk

In this post we will look at how to create and add a USD Debugger to a USD installation. We will add it to the USD toolbar, on the top right: The steps we will perform: Create a Debugger hosted control. Find where the toolbar will sit in the XAML panel layout. Create a toolbar container for this panel. Create a toolbar for this toolbar container. Add the toolbar button. Add … Continue reading Create and Add Debugger to the Menu in Unified Service Desk

How to Change the Font Size in Power BI Reports

To change the font size of a Power BI report: Select a visualization and on the right go to the Format tab: To change the Column Header size, expand Column Headers. You will see Text Size: For the actual values, expand Values and find Text Size: You will see the font size change:  

What Are Power BI Dataflows and How to Use Them (with Dynamics 365 and Common Data Model)

Power BI Dataflows are a feature of Power BI that allows organizations to unify data from various sources, prepare the data for consumption, and publish for users to consume in Power BI. Dataflows connect to multiple familiar data sources such as Excel, Dynamics 365, Salesforce and databases, then transform the data within a web browser so it is ready for use in reports and dashboards. The end result is a … Continue reading What Are Power BI Dataflows and How to Use Them (with Dynamics 365 and Common Data Model)

Processing a Return to Warehouse in Dynamics 365 Field Service

In this post, we will show how to process a return to a warehouse in Dynamics 365 Field Service. We will follow on from our previous post of managing inventory in Dynamics 365. There are different ways to create a return in Dynamics 365, including a return to warehouse and return to vendor. The first thing to do is to create a return merchandise authorization (RMA). Go to the Field … Continue reading Processing a Return to Warehouse in Dynamics 365 Field Service

Managing Inventory in Dynamics 365 Field Service

In the Dynamics 365 Field Service app, we can manage product inventory. In this post, we will go through how to manage inventory. First, from yours apps in Dynamics 365, open the Field Service app: You will see: Select “…” and then Field Service Settings: You will see the settings: Expanding the view, we can see all the Field Service settings: To manage inventory, we will first look at where … Continue reading Managing Inventory in Dynamics 365 Field Service

Dynamics 365 Record Creation and Update Rules to Convert Email to Case

In Dynamics 365, you can automatically create records such as cases and leads from incoming emails. To do this, go to Settings->Service Management: Select Automatic Record Creation and Update Rules (note this was previously called Automatic Case Creation Rules): Select New: Enter a name and select the queue. We will select a queue called “Cases Queue”: Note the source types available. We will use Email: The case queue has an … Continue reading Dynamics 365 Record Creation and Update Rules to Convert Email to Case

Accessing Dynamics 365 Field Service Settings

To access Dynamics 365 Field Service Settings (Administration), open the Field Service app: You will see: Select “…” and then Field Service Settings: You will see the settings: Expanding the view, we can see all the Field Service settings:

Set Dynamics 365 Colors and Logo Using Themes

In Dynamics 365, you can set the logo and colors of the organization through “themes”. To access themes, go to Settings->Customizations: Select Themes: Here you will see any existing themes in the system, as well as what is marked as the current “default” theme: To set a theme, select it and press “Publish Theme”: The system will then be updated to use that theme. Note the color differences in using … Continue reading Set Dynamics 365 Colors and Logo Using Themes

Using and Creating Single-Stream and Multi-Stream Dashboards in Dynamics 365

Interactive Experience dashboards in Dynamics 365 are a modern, real-time dashboard experience that allows users to view and act on data quickly and easily. In this post, we will look at the different types of interactive experience dashboards and how they are used. In Dynamics 365, there are 2 types of Interactive Experience dashboards: Single-Stream Dashboards, which support single “streams” Multi-Stream Dashboards, which support multiple “streams” A stream of data … Continue reading Using and Creating Single-Stream and Multi-Stream Dashboards in Dynamics 365