Author: Carl

Connecting Schedule Board to Maps in Dynamics 365

In Dynamics 365 Customer Service Hub, you can access the Schedule Board through Field Service or Resource Scheduling->Schedule Board: When the scheduling board loads, you can click on the map view to see a map of resources. If you do not have maps configured, you will get the message “We can’t connect to Bing Maps because they are disabled. Please navigate to ‘Resource Scheduling’/ ‘Administration’/ ‘Scheduling Parameters’/ ‘Connect to Maps’ … Continue reading Connecting Schedule Board to Maps in Dynamics 365

USD – Accessing Context Parameters in Custom Hosted Control

In this post we will look at how to access context parameters in a custom hosted control in C#. Create a new project in Visual Studio: You will see: Update the references using NuGet: Compile, and deploy by copying the assembly to your USD client folder: Now create a new Hosted Control in D365: Fill out the fields: Now start USD. Open the debugger, you will see the parameters under … Continue reading USD – Accessing Context Parameters in Custom Hosted Control

How to Access Customer Service Hub in Dynamics 365

To access Customer Service Hub, go to https://home.dynamics.com/ or select from your applications Dynamics.com: You will see the Customer Service Hub app: Alternatively, go to your Dynamics 365 instance and add /engagementhub.aspx, which was the URL for the Interactive Service Hub that was deprecated: This will open the Customer Service Hub:  

Unified Service Desk – Recover Crashed IE Pages

In Unified Service Desk 3.2 onwards, there is a feature that allows for the recovery of crashed IE pages. The USD team has been making great strides over USD web page stability, as the product becomes more powerful with more and more features added. The scenario here, is an agent is using USD and one of the pages they are on freezes. This can happen if a script on a … Continue reading Unified Service Desk – Recover Crashed IE Pages

Unified Service Desk – Activity Reminders

USD contains a hosted control for Activity Reminders. On opening USD, you will see a reminder icon. Clicking the icon will display the Activity Reminder hosted control: This will display activities where the state code is open or scheduled on or before today’s date for this user: The FetchXML is something like: [sourcecode language=”XML”] <fetch distinct="true" > <entity name="activitypointer" > <attribute name="subject" /> <attribute name="activityid" /> <attribute name="scheduledstart" /> <attribute … Continue reading Unified Service Desk – Activity Reminders

Using the Dynamics 365 Unified Interface in Unified Service Desk Client

In a previous post, we installed the Unified Service Desk Unified Interface solution. In this post, we will show how to use the Unified Interface (UI), or Unified Client Interface (UCI) with the USD client. If we sign in to USD after installing the solution, we will see something like below – this is not using the Unified Interface: To activate the Unified Interface in Unified Service Desk, first browse … Continue reading Using the Dynamics 365 Unified Interface in Unified Service Desk Client

Unified Service Desk 3.3 – Installing Unified Interface

With the release of USD 3.3 comes a new hosted control type, Unified Interface Page. This type of control is designed to support the Unified Client Interface (UCI), or Unified Interface, that can be built once to use “anywhere”. To install the USD UI solution, first go to the Microsoft download site: https://www.microsoft.com/en-us/download/details.aspx?id=56841 Click Download: Select the PackageDeployer file and the 32 or 64 bit client for USD you will use: … Continue reading Unified Service Desk 3.3 – Installing Unified Interface

Creating a Record using Xrm.WebApi in Dynamics 365 JavaScript

To create a record using Xrm.WebApi, use the following syntax. We will use the example where we are creating an account record with 3 fields: [sourcecode language=”JavaScript”] var entity = {}; entity.name = "Test Account"; var parentAccountId = "e46bf6d0-86b6-ea11-a812-000d3a300fca"; entity["parentaccountid@odata.bind"] = "/accounts(" + parentAccountId + ")"; entity.industrycode = 4; entity.websiteurl = "carldesouza.com"; Xrm.WebApi.online.createRecord("account", entity).then( function success(result) { var recordId = result.id; }, function(error) { Xrm.Utility.alertDialog(error.message); } ); [/sourcecode] The record … Continue reading Creating a Record using Xrm.WebApi in Dynamics 365 JavaScript

Delete a Record using Xrm.WebApi in Dynamics 365

To delete a record, we can use the syntax below. For example, to delete an account: [sourcecode language=”JavaScript”] var Id = "26d4ad90-44d1-ea11-a812-000d3a377e2b"; // your record to delete Xrm.WebApi.online.deleteRecord("account", Id).then( function success(result) { console.log("Record deleted"); }, function(error) { Xrm.Utility.alertDialog(error.message); } ); [/sourcecode]  

Hiding and Showing a Field in Dynamics 365 using JavaScript

In Dynamics 365, you can hide and show fields using JavaScript. This is useful if you have business logic that determines if fields are displayed or not to the user. Let’s say, on the Account form, you would like to hide the Fax field if the Ticker Symbol is populated. First, get the field names by going into design mode: Next, we can check if the ticker symbol field is … Continue reading Hiding and Showing a Field in Dynamics 365 using JavaScript