PowerApps Part 2 – Publishing and Sharing an App

In our previous post, we created a PowerApp that connects to Dynamics 365, displays a list of Accounts and allows a user to select an account and edit it, thereby submitting the change to Dynamics 365. In this post we will show how to publish the app, share it with different users, and use it on a smartphone. Let’s edit the app and prepare it for publishing. First, we want … Continue reading PowerApps Part 2 – Publishing and Sharing an App

PowerApps Part 1 – Creating an App from Scratch

PowerApps is “a service for building and using custom business apps that connect to your data and work across the web and mobile”. Put simply, think about the scenario where you would like to build an app, such as one that you have on your smartphone. Normally, this would be a complex task and would probably involve developers and heavy coding. Microsoft has created a service that allows apps to … Continue reading PowerApps Part 1 – Creating an App from Scratch

Using Local and Global Option Sets in Dynamics 365 Forms

In Dynamics 365, there are 2 types of option set fields, global and local. Global option sets are stored at a “global” level and can be used in any entity. This is different from local option sets, which are available only to the entity they are created in. Having an option set at a form level is beneficial if, say, you have unique attributes for the field and therefore having … Continue reading Using Local and Global Option Sets in Dynamics 365 Forms

Unified Service Desk – RunScript Action

In Unified Service Desk, there is a RunScript action that allows us to run JavaScript within USD. Let’s say we want to do something simple such as displaying an alert “Hello World” when opening a hosted control. On loading our hosted control “Dashboard”, which is of type Unified Interface Page, we will add an action to display our message. Go to Settings->Unified Service Desk and click Hosted Controls: Open Incident: … Continue reading Unified Service Desk – RunScript Action

Creating, Deleting and Updating Records in the Data Export Service for Dynamics 365

The Data Export Service for Common Data Service apps such as Dynamics 365 is used to copy data from the cloud-based Dynamics 365 data store to an Azure SQL Server database. Let’s look at some synchronization examples. First, let’s connect to our Azure SQL database and search our accounts for an account where the name is TEST. We can see it does not exist: Now, in the Dynamics 365 org, … Continue reading Creating, Deleting and Updating Records in the Data Export Service for Dynamics 365

Best Practices Analyzer for USD – Recommendations

Following on from previous posts, below is a list of Unified Service Desk Best Practices Analyzer recommendations. Note these were run in a test environment and may not reflect the outcomes of what you would see if run in your environments: Hard Disk Space: Enable Automatic Crash Recovery: Client Caching: Process Termination Threshold: Internal WPF Hosting Type: Action Calls in PageLoadComplete Event: Action Calls in DesktopReady Event: Action Calls in … Continue reading Best Practices Analyzer for USD – Recommendations

Best Practices Analyzer for USD – Setup and Using

In a previous post we installed the Unified Service Desk Best Practices Analyzer. Now we will go into the setup. First, we will create a hosted control. Go to Settings->Unified Service Desk: Hosted Controls: Click New: Enter the following configuration for a new hosted control, with: Microsoft.Crm.UnifiedServiceDesk.BestPracticesAnalyser Microsoft.Crm.UnifiedServiceDesk.BestPracticesAnalyser.BestPracticesAnalyserControl Note the hosted control assembly should exist in the USD client of the USD version that supports the Best Practices Analyzer. You … Continue reading Best Practices Analyzer for USD – Setup and Using

Getting the Connection String to an Azure SQL Database using Visual Studio

To get the connection to an Azure SQL Database using Visual Studio, do the following. Log into Visual Studio and select Server Explorer: Choose SQL Server and click Continue: Enter your connection information and click OK: The database will appear under Data Connections. Click Properties: Then, under Properties, you will see the Connection String:  

How to Install SQL Server Management Studio from Download

To install SQL Server Management Studio (SSMS) without installing the full version of SQL Server database, go to https://docs.microsoft.com/en-us/sql/ssms/download-sql-server-management-studio-ssms?view=sql-server-2017 and click the Download link: Open the downloaded file: Click Install: Click Close: SSMS is now installed. Search for it in Windows to open it: The application will load: From here, you can connect to a SQL Server:  

How to Create a Log Analytics Workspace in Azure

To set up Azure Log Analytics Workspaces, go to https://portal.azure.com and search for Log Analytics Workspaces, then select it. You will see the window below. Click Add: Select a resource group and provide a unique name, then click Review and Create: Click Create: Click Go to Resource: The resource has been created: If you go to Logs, you will have the ability to query the logs: