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In Dynamics 365, you can schedule the publishing of knowledge articles. Let’s create a new version of an article and update the text: Now click Publish: Change Now to In The Future: Enter a future date. Note the status will be set to Scheduled. Click Publish: The article is now scheduled to publish on the selected date:
In Customer Service Hub, you can search for knowledge articles using the quick find view: In some cases, searching for keywords may not produce any results: One thing to check in these situations is the quick find view fields have been properly configured. Open Customize the System: Select the Knowledge Article entity and go to Views. Select Quick Find Active Knowledge Articles: Click on Add Find Columns: Ensure the relevant … Continue reading Enabling Knowledge Article Search in Customer Service Hub
In Customer Service Hub or Interactive Service Hub in Dynamics 365, we can create Knowledge Base articles to help users with accessing information such as resolving cases. To access and create knowledge base articles in Interactive Service Hub, select Service->Knowledge Articles: From Customer Service Hub, select Knowledge Articles: This will open the view: From here, you can search for articles using Search for Records in the top right: For example, … Continue reading Searching and Emailing Knowledge Base Articles in Dynamics 365
In Dynamics 365, you can hide and show sections and tabs using JavaScript. In this post we will go through examples of how to do this. Let’s say on the Account form you would like to hide the Details tab when the Ticker Symbol field is empty. First, find the name of the Details tab by selecting it and clicking Change Properties: We can see it is called DETAILS_TAB: Let’s … Continue reading Hide and Show Tabs and Sections in Dynamics 365 using JavaScript
In Dynamics 365, you can maintain different versions of Knowledge Articles. Let’s say we have a published article we want to update. We are at major version 1.0 of the article: Let’s create another version of the article, version 1.1: Click OK: Let’s update the article by updating the text. We will change It’s to It is: Click Save to save the 1.1 article: At this point, version 1.0 is … Continue reading Tracking Knowledge Article Versions in Dynamics 365
When using fields in Dynamics 365 forms, you may want to reuse the same fields in different tabs, sections and locations. This can be useful if you want to show the same data in a certain location, and it can also be useful when implementing a pattern to hide and show tabs or sections with data. For example, let’s say we have an Account form that looks like below, with … Continue reading Reusing and Duplicating Fields in a Dynamics 365 Form
When we build Power BI Reports using Power BI Desktop, we may lose the PBIX file (this doesn’t really happen, right?). In cases where this does happen, if the reports are uploaded to the Power BI Service, we can download the file directly from the Service itself. Let’s look at how this works. I have a Power BI Report called Sales Manager, with the PBIX file looking like below: I … Continue reading Download the PBIX File from Power BI Service (In Case You Lose Yours)
To get the client URL in a Dynamics 365 Power App with JavaScript, use: Xrm.Utility.getGlobalContext().getClientUrl() Running this in a browser produces:
In a previous post, we created an Income Prediction experiment in Azure ML. Let’s now look at how to deploy this to a web service. In Azure ML Studio, in our experiment, select Setup Web Service: And then Predictive Web Service: We get a Predictive experiment tab created, with Web service input and Web Service output nodes added: Select Columns in a dataset: Join Connect Columns in Dataset to Adult Census … Continue reading How to Deploy an Azure ML Experiment to a Web Service
In this post, we will look at how to create an Income Prediction model in Azure ML. We will use samples from Microsoft Azure and follow the Azure ML learning example. First, log into Azure ML Studio and select New to create a new Experiment: Go to Experiment and then Blank Experiment: Give the experiment a name: Next, we will need some data. In the search bar, type in “Income”, … Continue reading Creating an Income Prediction Azure ML Experiment in Azure ML Studio