Author: Carl

Displaying Dynamics 365 Forms, Sections, Fields on Mobile Devices

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

USD Package Deployer Unable to Login

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.

Dynamics 365 Rollup Fields

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

Introduction to Serverless

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

Dynamics 365 Calculated Fields

Dynamics 365 has built in functionality for calculated fields. These are fields that can be set up without code. Here we will go through an example. Let’s assume we need a new calculated field on the Order entity. Let’s create a new field. Enter the display name and select the data type. Now select the field type. You can see here there are the options: Simple Calculated Rollup Note, not … Continue reading Dynamics 365 Calculated Fields

Unified Service Desk – LaunchURL Action

In USD, the LaunchURL action is a part of the CRM Global Manager, that launches a URL outside of USD. For example, you could create an action that launches a webpage such as google.com: This opens in a web browser: The URL is entered into the data field. This may be useful if you would like to open a web page from a menu, for example.

Convert Personal Chart to System Chart in Dynamics 365

Users may create personal charts that are so useful they could become system charts. In order to convert a personal chart to a system chart, go through these steps. First, export the XML of the personal chart by selecting the chart and Export XML: Next, go to Customizations to the entity and select Import Chart: Select the XML file that was exported above. Click Import: Name the chart and click … Continue reading Convert Personal Chart to System Chart in Dynamics 365

Toolbars in USD

In USD, you can create toolbars through configuration in Dynamics 365. To configure a toolbar, you go through the following steps: Create a toolbar container. This is a USD hosted control of type “Toolbar Container” which houses the new toolbar. Create a toolbar. This is the actual toolbar itself Create buttons under the toolbar. These buttons can go across the toolbar, be drop down buttons, and a menu tree of … Continue reading Toolbars in USD

Sharing an Advanced Find View in Dynamics 365

To share an advanced find view that you created with another user in Dynamics 365, go through the following steps. First, create a new Advanced Find view. Click Save As: Provide a view name: Now select Saved Views: Select the view and click Share: Select a user or team and the permissions to share and click Share.: Now when Alan logs in, he will see the saved view:  

OneDrive Integration with Dynamics 365

Dynamics 365 has built in OneDrive for Business integration. This is useful if you are a Dynamics 365 user such as a salesperson who wants to keep their personal documents attached to an opportunity. To enable it, go through the following steps. Go to Settings->Document Management: Select Enable OneDrive for Business Integration: Click OK: Refresh the page and you will see OneDrive for Business Folder Settings: Enter a Dynamics 365 … Continue reading OneDrive Integration with Dynamics 365