Author: Carl

Best Practices Analyzer for USD – Install

The Best Practices Analyzer for Unified Service Desk analyzes a USD installation for: Unified Service Desk hosted controls, events, actions etc System Configurations such as computer hardware, USD version IE settings To install Best Practices Analyzer (BPA), go through the following steps. First, run the USD package deployer: Select Unified Service Desk – Best Practices Analyzer: Click Next: Click Next: Click Next: Click Next: Click Finish: In a future post … Continue reading Best Practices Analyzer for USD – Install

Finding the Power BI Desktop Version

To find the Power BI Desktop version you are running, click on the Help tab and select About. Here you will find the Version: To find out if you are on the latest version of Power BI Desktop, go to: https://docs.microsoft.com/en-us/power-bi/desktop-latest-update Below is the highlighted version, which shows my installation is due for an update. To update, download the latest version at: https://powerbi.microsoft.com/en-us/desktop/  

localStorage and sessionStorage in JavaScript

In JavaScript, there are 2 ways to store data within a web browser: localStorage, which can be used to save data across browser sessions sessionStorage, which stores data for the page session localStorage localStorage.setItem(‘examplevariable’, ‘123’); var a = localStorage.getItem(“examplevariable”); console.log(a); This prints: To delete a variable, we use: localStorage.removeItem(‘examplevariable’); If we try to access the variable after deleting, it will return null. If we set the item in localStorage and … Continue reading localStorage and sessionStorage in JavaScript

Configuring Entitlements and SLAs in D365 Customer Service

Dynamics 365 contains customer service entitlement and service level agreement functionality. To configure this, go through the following steps. First, open the Customer Service App in Dynamics 365: You will see: Select Settings, then under Business select Service Management: You will see below. Select SLA for Service Level Agreements: Select New: Note the options: We will select: You will see below. Note the options for the SLA type: Standard. Note … Continue reading Configuring Entitlements and SLAs in D365 Customer Service

Unified Service Desk – Application Is Dynamic

In USD, there is an option on a hosted control to determine if the control is “dynamic” or not, by setting the “Application is Dynamic” property. What this means, is if the hosted control is not set to Dynamic, then when USD opens it will automatically open the hosted control. If it is set to Dynamic, the configuration will determine when to open the hosted control. For example, in the … Continue reading Unified Service Desk – Application Is Dynamic

Converting a Task to a Case or Opportunity

In this post we will look at converting a task in Dynamics 365 to a case or opportunity. First, we will create a new task: Let’s convert this to an Opportunity: Note the options such including selecting a customer. Click Convert: The task is now an opportunity: Let’s create another task: This time we will convert to Case: Note the options. Click Convert: The new case will open:  

jQuery Introduction and Hello World

jQuery is a popular JavaScript library that is very useful with JavaScript development. It contains many benefits and features, including: It’s cross-browser It has selectors It works with events Ajax support 3rd party plugins from developers To install, go to https://jquery.com/ and select the version you would like to download: If you need support for Internet Explorer versions 6-8, Opera 12.1x, or Safari 5.1x you will need jQuery 1.x. Otherwise, you … Continue reading jQuery Introduction and Hello World

Dynamics 365 – Introduction to Customer Service Hub

Customer Service Hub for Dynamics 365 is a Dynamics 365 version 9.0+ upgrade of the Interactive Service Hub. The new Customer Service Hub is built on the Unified Interface for Dynamics 365 that is designed to provide a consistent experience across devices such as browsers, tablets and phones. To select the CSH, in your organization click on Dynamics 365 and then All Apps: Then select Customer Service Hub: Alternatively, from https://home.dynamics.com … Continue reading Dynamics 365 – Introduction to Customer Service Hub

Dynamics 365 – Understanding Plugin Depth

In Dynamics 365, plugins have the concept of “depth”. This is how many times the plugin is firing based on certain events. The depth is part of the plugin context. Let’s go through an example of how plugin depth works. Create a new class library in Visual Studio: Add some code to check the depth: [sourcecode language=”CSharp”] using System; using System.Collections.Generic; using System.Linq; using System.Text; using System.Threading.Tasks; using Microsoft.Xrm.Sdk; using … Continue reading Dynamics 365 – Understanding Plugin Depth

Download and Install SoapUI Free Version

To install SoapUI, go to https://www.soapui.org/downloads/soapui/ and select Download SoapUI Open Source: This downloads the file below. Open it: Click Next: Click Next: Click Next: Click Next: Click Next: Click Next: Click Finish: SoapUI will now open: To test it working, let’s go to File->New SOAP Project: Enter the WSDL Url – http://www.dneonline.com/calculator.asmx?wsdl: The WSDL looks like this: And we can send a request and get a response: