Software + Imagination
Data Transporter is a 3rd Party plugin for the XrmToolBox that transfers data between Dynamics 365 organizations. To use it, install the plugin: You will see below. Select a source and destination organization. Note the options for Create, Update and Delete: Select the entity to move records across: Click Transfer Data: Records will then be created/updated/deleted in the target system.
Here we will go through an example of running a LINQ query with Dynamics 365. First, create a new console app. Add the following assemblies to connect to Dynamics 365: Microsoft.Xrm.Sdk System.ServiceModel Next, add some code. We will first connect to Dynamics 365 using the Organization Service Proxy. From there, we will call EnableProxyTypes. We can then run our LINQ query, which return the name of all accounts: [sourcecode language=”csharp”] … Continue reading Running a Linq Query with Lambda Expressions in Dynamics 365
You may have a scenario where you have a table on your webpage and you would like to add an event through JavaScript to capture when a user double-clicks on a row. Let’s say we have an HTML table, like below: Code: Now, let’s add click event to this. Let’s say when a user clicks, we want to display the row number they are clicking on. Add a reference to … Continue reading Double-Click and Click Table Row using JQuery
In Unified Service Desk, we have the ability to call Events from JavaScript. Here we will go through an example. In our USD, when an Incident is selected from a Dashboard, it starts a new session. Let’s say when an incident is opened, and the user enters something in the description field. For example, if the title of the incident is “User cannot log into CRM”, the agent might type … Continue reading Call an Event in USD from JavaScript
In Unified Service Desk, there are 2 actions that deal with CRM pages – New_CRM_Page and Open_CRM_Page. Here we will go through an example of using each of these. In our example, in USD when we click on a contact record, a session starts. We will add 2 actions to the BrowserDocumentComplete event of the contact. The first action will be New Lead. When a contact record loads, we will … Continue reading New_CRM_Page and Open_CRM_Page in USD
In Dynamics 365, when cases are created, you can configure it to be assigned directly to a specific queue, e.g. to be assigned directly to a specific person, or to be escalated. To do this, you set up Routing Rules. Go to Settings->Service Management: Select Routing Rules Sets: Select New to create a new Routing Rule: We will create a new routing rule to route high priority cases. Enter a … Continue reading Automatically Route Cases to a Queue
In Dynamics 365, cases are assigned to queues to be processed by support users. Let’s say a user is assigned to a queue, Tier 1 Support. The user can easily see cases assigned to the queue by going to Service->Queues: And filtering the queues: You can see which user is working on which case, if any. By selecting a case from this view, a user has the option to “Pick” … Continue reading Picking and Releasing Cases from Queues
Dynamics 365 has form notifications that can be fired in JavaScript. Below is an example of each type – error, warning and information: function FormNotification() { Xrm.Page.ui.setFormNotification(‘This is an error notification’, ‘ERROR’); Xrm.Page.ui.setFormNotification(‘This is a warning notification’, ‘WARNING’); Xrm.Page.ui.setFormNotification(‘This is an information notification’, ‘INFORMATION’); } Let’s add these to the Save event handler: Click Save. You will see the form notifications:
To access Interactive Service Hub (ISH) for Dynamics 365, navigate to Settings and under Application, click on Interactive Service Hub: If this is not in the sitemap, you can navigate directly to the Interactive Service Hub page by adding engagementhub.aspx to your Dynamics 365 URL, for example https://yourorg.crm.dynamics.com/engagementhub.aspx. This will open a page that loads ISH: You may see a message such as “Your browser’s effective resolution is lower than the recommended”: … Continue reading Accessing Interactive Service Hub for Dynamics 365
When closing opportunities in Dynamics 365, we can determine how the actual revenue field is calculated, whether it is system calculated (by adding quote amounts) or user calculated (entered manually). Here we will go through how this works. First, open the Opportunity entity in Customizations and open the field isrevenuesystemcalculated. You will see there is a default option for either System Calculated or User Calculated. Change the value to System … Continue reading Opportunities and Calculating Revenue in Dynamics 365