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In this post we will look at how to retrieve a record using Retrieve Multiple, then update the record. The example is, we are working with a customer and we need to find their record in an app using their first name, last name and email address. We then want to update their record with a new phone number. Create a new Console App: Add XrmTooling: Add the code: [sourcecode … Continue reading Dynamics 365 Retrieve and Update using C#
In Unified Service Desk, you can set the size of a hosted control using the SetSize action. To demonstrate this, we will set the size of a Dashboard hosted control of type CRM Page that loads when USD loads. Create an action call using the SetSize action. You can see we need to provide the width and height. If we set the width and height to something small so we … Continue reading USD – SetSize
The CopyToContext action in USD allows you to copy data and variables to the context. For example, in the debugger, we can see several context replacement parameters: We can select the CopyToContext action from the CRM Global Manager in order to override the existing activitiescomplete parameter. We will change it from false to true. Refreshing the variables shows the new value: We can also create new parameters this way, in … Continue reading Unified Service Desk – CopyToContext Action
To assign roles to your apps in Dynamics 365, go to Settings->My Apps: Select the ellipse next to your app and you will see Manage Roles: From here, you can set the app URL and the roles assigned to the app:
To use the Dynamics 365 Diagnostics Tool, add /tools/diagnostics/diag.aspx to your environment URL, e.g. This will bring up the page: We can see the data points include: Latency Test Bandwidth Test Browser Info IP Address JavaScript Array Benchmark JavaScript Morph Benchmark JavaScript Base64 Benchmark JavaScript Dom Benchmark Organization Info Click Run. We get information returned, which can help us troubleshoot issues with Dynamics 365.
Panel Layouts are a type of hosted control in USD that defines the arrangement of panels, which is the layout of your USD application. Selecting Unified Service Desk->Hosted Controls, you can see we have a Panel Layout hosted control defined: Selecting the panel, you can see the XAML associated with the layout: Within the XAML, you can see panel types such as USDTabPanel, USDDeckTabPanel, USDStackPanel, USDCollapsePanel, USDPopupPanel, and panels, including: MainPanel LeftPanelFill RightPanel … Continue reading Panels and Layout in USD
Dynamics 365 gives you a lot of control over what can be displayed on mobile devices. There are several levels of control, including: Whether the form is enabled for mobile If the form is enabled for mobile, is it read only or editable What sections of a form are available on a mobile device What fields are available on a mobile device To look at these options, go to an … Continue reading Displaying Dynamics 365 Forms, Sections, Fields on Mobile Devices
When running the USD package deployer, you may run into this issue where you enter your Dynamics 365 credentials and click Login, only to be brought back to the same login page. One reason this can happen, is you are connecting to a Dynamics 365 organization that does not support the current USD version. To confirm this, ensure your USD version is compatible with your Dynamics 365 version.
Rollup fields are a field type in Dynamics 365 that allow for data to be saved in the database through a rollup calculation. We will go through an example of creating a rollup field. Let’s say we want to add a new rollup field to the account entity. Go to the entity and select New Field. Select the data type and then select the Field Type as Rollup: Select Edit: … Continue reading Dynamics 365 Rollup Fields
In the past, with cloud computing, if an organization was deploying and scaling an application, they would provision a server or servers and deploy the app. The more workload the app received, the more servers could be provisioned to distribute the workload. This model worked, and still works, very well in terms of scaling apps. However, there were disadvantages with doing this. Depending on your app, provisioning an entire server … Continue reading Introduction to Serverless