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To install the Process Analyzer content pack, select Get Data and under Services select Get: Search for Process Analyzer: Enter the URL for your instance: This will install the process content pack: You can then use this in Dynamics 365 as a dashboard or tiles.
You may want to restrict users from uploading attachments of certain sizes, or block users from uploading any attachments in Dynamics 365. Here we will go through how to configure this. Under System Settings, go to the Email tab. Here you will see Set file size limit for attachments, Maximum file size (in kilobytes): Set this to 0 and click OK: Now when a user tries to upload an attachment, … Continue reading Restrict Attachment Size and Prevent Attachments in Dynamics 365
Dapper is a lightweight ORM. Here we will go through an example of connecting Dapper to SQL Server in a C# application. First, we will create a new Windows Console App: Go to Tools, NuGet Package Manager: Search for Dapper and select Install: You will see the following output: Next, create a class for the database object you will be connecting to. In our case, we will connect to the … Continue reading Dapper ORM C# Application
Microsoft’s Entity Framework is an Object Relational Mapping (ORM) framework for ADO.NET. Let’s go through an example of how to use Entity Framework. First, we will create a new Console application project: Go to Manage NuGet Packages for Solution: And select EntityFramework: Select the project and Install: Click OK and Accept: You will see the following messages: Once complete, you will see these new references in your project: We can … Continue reading Introduction to Entity Framework
In USD, the CTI generic adapter port defaults to 5000. So, if you start USD and send a request by putting the following in a web browser, assuming you have CTI properly configured. IE: USD Debugger: To change the port from 5000, go to USD Settings->Options: Create an option: Name = GenericListener Value = your new port, e.g. http://localhost:5000 Restart USD. Now if you try to access the 5000 port, … Continue reading How to Change the CTI Port in Unified Service Desk
In Unified Service Desk, the out of the box Left and Right panel are not resizable to the USD user. I.e. if they zoom over the divider with their cursor, they will not be able to resize the panel in real-time: To allow the user to do this, we can change the USD panel layout. Go to Unified Service Desk configuration in Dynamics 365 and Hosted Controls. Select Custom Panel: … Continue reading Resizable USD Panels with WPF Splitter
In Dynamics 365, you can easily add which users have the App for Outlook. To do this, go to Settings->Dynamics 365 App for Outlook: You will see this page: Click on Edit settings to set the ability to automatically add the app to Outlook: Note to use the app, users will need to have: Use Dynamics 365 App for Outlook privilege in their assigned security role Server-side synchronization set up … Continue reading Dynamics 365 Add App to Outlook Users
We will continue on from a previous post to show how to use SetWindowPos. In our app, we are embedding a console app into WPF. However, we are not setting the window position, so it defaults to where the window is: To set the position, use SetWindowPos. We will set the coordinates to 0, 0 and use Win32API.SWP_NOSIZE to ensure the window isn’t resized: Win32API.SetWindowPos(cmdProcess.MainWindowHandle, Win32API.HWND_TOP, 0, 0, -1, -1, … Continue reading Win32API SetWindowPos Example
In this post we will look at how to embed a Console App into a WPF application. We will do this utilizing the Microsoft User Interface Integration Framework, which is used with Unified Service Desk integrations. In this example we will work outside of USD, but this can be also applied to USD. Create a new WPF App project: You will see: Add the assemblies: WindowsFormsIntegration System.Windows.Forms Note the default … Continue reading Embedding a Console App in WPF with WinAPI, UII and Windows Forms Integration
A quick view form is a way to display more information to the user from another entity selected on a form, e.g. through a lookup. Here we will go through an example. Let’s say you have an order and you want to see more information regarding the customer: To create a quick view form, go to the entity and select under forms New->Quick View Form: You will see the screen … Continue reading Dynamics CRM Quick View Forms