Author: Carl

In this post we will go through installing Field Service for Dynamics 365 Online. Go to App Source and refine by product Dynamics 365: Scroll down and you will see Dynamics 365 for Field Service: Click on Free Trial: You may be prompted to enter your email address: Click Continue: Click to Agree: Now in the Administrator Portal you will see Field Service. Click Install: And Install: The status will … Continue reading Installing Field Service for Dynamics 365 (Online)

The Iconator is a plugin for the XrmToolBox from MsCrmTools that manages icons for entities. To use it, open the XrmToolBox and open Iconator: Click Load Entities and Images. You will see: Click Add Images. Here you can add new web resource images to a solution: Select an image and click Map, then Apply and Publish: The entity image will be updated:      

In Dynamics 365, when a plugin is executed, we can determine the query type that caused the plugin to fire through the IPluginExecutionContext in Microsoft.Xrm.Sdk. In the example below, if we run create a simple plugin that runs on RetrieveMultiple, and display Active Accounts in the Dynamics 365 user interface, our plugin execution context will contain in the InputParameters a key for Query. The value of the key shows it … Continue reading Dynamics 365 – Plugin Execution Query

In Dynamics 365, we can open Quick Create forms through JavaScript. Through Xrm.Utility, we can call openQuickCreate. This takes the parameters: Xrm.Utility.openQuickCreate(entityLogicalName,createFromEntity,parameters).then(successCallback, errorCallback); From the documentation, we can see the parameters required: Name Type Required Description entityLogicalName String Yes The logical name of the entity to create. createFromEntity Lookup No Designates a record that will provide default values based on mapped attribute values. A lookup object has the following String properties: entityType: … Continue reading Opening a Quick Create through JavaScript

Email Engagement is a feature of Relationship Insights in Dynamics 365 that helps salespeople with how customers are interacting with emails sent from Dynamics 365. To enable it, go to Settings->Relationship Insights: Click on the Email Engagement: You may see this message: Click to turn on Email Engagement: Now, create a new email in Dynamics 365. Note the email must originate in Dynamics 365 as opposed to Outlook. You will … Continue reading Email Engagement in Dynamics 365

The Relationship Assistant is a feature of Relationship Insights in Dynamics 365 that tracks activity and provides intelligent feedback to the Dynamics 365 user. To configure it, go to Settings->Relationship Insights: Select Relationship Assistant and click to enable. Note the options available: Now, we will show how this is used. When a customer sends you an email, you will be able to go into the contact record and see the … Continue reading Relationship Assistant in Dynamics 365

To install Live Assist for Dynamics 365 by CafeX, go to your Dynamics 365 Administration Center. You will see Live Assist. Click Manage: Click Accept: Click Submit: You will see the following message: Once installed, you will see the welcome message: Log into the portal at: https://admin.eu1.liveassistfor365.com/portal/ The welcome email includes links to a YouTube video: