Author: Carl

Send a Dynamics 365 Email using C#

We will go through an example of sending an email in Dynamics 365 using C#. We have a contact in Dynamics 365 called Bob Smith. We will send the email to him. First, create a new console app: Using NuGet, add references and then the using statements: using Microsoft.Xrm.Tooling.Connector; using Microsoft.Xrm.Sdk; using Microsoft.Crm.Sdk.Messages; using Microsoft.Xrm.Sdk.Query; Now add the code. We will first get the current user using WhoAmIResponse.  Then, we will … Continue reading Send a Dynamics 365 Email using C#

USD – IsAppLoaded

In Unified Service Desk, in the CRM Global Manager hosted control there is a way to check if a hosted control is loaded. The action is called IsAppLoaded. Let’s go through an example of using it. In my USD instance, I have a hosted control called “Bing Map” that displays maps: With the name Bing Maps Hosted Control: Let’s check if this is loaded. We will add a couple of … Continue reading USD – IsAppLoaded

Unified Service Desk – ExecuteOnExpressionTrue Action

The ExecuteOnExpressionTrue action in USD is useful if you would like to check conditions before executing actions. For example, let’s say we have a navigation rule that opens a contact. If the contact’s city is New York, we want to open a website for the nyc.gov. To do this, we will create an ExecuteOnExpressionTrue action on opening of the contact (BrowserDocumentComplete event). The ExecuteOnExpressionTrue does not exist for this contact entity, so we … Continue reading Unified Service Desk – ExecuteOnExpressionTrue Action

PowerApps Landing Page Tour

When navigating to https://powerapps.microsoft.com/, users will see a link to sign in on the top right. Click Sign In: From here, users will be directed to the PowerApps landing page. Here you will see several links, including: Home Learn Apps Data Business Logic Notifications Let’s look at each. Home Learn Apps Data This contains additional options for Entities, Option Sets, Data Integration, Connections, Custom Connectors, Gateways: Business Logic (Flows) Notifications Design … Continue reading PowerApps Landing Page Tour

Debugging JavaScript Functions Through Console

In this post we will show how to debug JavaScript through the developer console. We will do this example in Chrome, and it works in similar ways for other browsers. Consider the example where we have an HTML file with an embedded JavaScript function called HelloWorld(): Running this simply produces an alert: Now let’s open the debugger by pressing F12, and put a breakpoint on the code at line 6: … Continue reading Debugging JavaScript Functions Through Console

Deploying a Plugin Across Different Dynamics 365 Environments

A common scenario with plugins is they will be developed in one environment, then tested in another environment and then deployed to production for use. Here we will show how to deploy the plugins across different environments. Let’s say we have a plugin that updates the description of an opportunity when it is created that we want to deploy from a dev environment to a QA/test environment. First we will … Continue reading Deploying a Plugin Across Different Dynamics 365 Environments

Unified Service Desk – Entity Search

In Unified Service Desk, there is the concept of Entity Search. These allow you to query Dynamics 365 through FetchXml in order to retrieve data. You can use Entity Search in Windows Navigation Rules and in the DoSearch action of the CRM Global Manager. You can also call Entity Search through code. Entity Search is useful to retrieve data that is not currently on the USD form, but exists in … Continue reading Unified Service Desk – Entity Search

Understanding StateCode, StatusCode, Status and Status Reason in Dynamics 365

In Dynamics 365, entities contain the fields StateCode and StatusCode. If we create a new entity, we can see the statecode (display name Status) and statuscode (display name Status Reason) fields are automatically created: We can also see the types of these fields are Status and Status Reason respectively. Let’s look at the Status field. We can see it is of type Status, but we do not see any values … Continue reading Understanding StateCode, StatusCode, Status and Status Reason in Dynamics 365

USD – SetWindowProperty Action

The Unified Service Desk SetWindowProperty action allows you to set the Window state of a USD application. To use it, we will create an action that runs off DesktopReady, so it will run with USD loads. Go to DesktopReady: Create a new action call. Note the options for SetWindowProperty are: maximized minimized normal We will be setting USD to be maximized on load: Start USD. It will now be loaded … Continue reading USD – SetWindowProperty Action