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Dynamics 365 workflows can have wait conditions. For example, if you want to send a follow up email after a record has been created, you can write a workflow to do this. To do this, in your workflow add a Wait Condition: Select Process Timeout and the time period: And enter the wait time: The workflow will now wait before executing the next steps.
Dynamics 365 has workflows that can run either in real-time or in the background. When you create a workflow, you will be presented with this option: View the options available: To convert to a real-time workflow, click the button in the menu: Real-time workflows have several options: These include when to start executing the workflow (before or after record status changes for example) and who to execute the workflow as … Continue reading Real-Time vs Background Workflows in Dynamics 365
Dynamics 365 and Yammer have built in integration. To turn on this integration, in Dynamics 365, go to Settings->Administration and select Yammer Configuration: You will see this message: Followed by: Clicking Authorize Microsoft Dynamics 365 Online to connect to Yammer displays the window below. Click Allow: This will then display additional options. Yammer is now connected. Clicking on Edit message rules takes you to: Now, when you perform actions in … Continue reading Connecting Dynamics 365 to Yammer
When creating relationships between entities in Dynamics 365, you can decide how the entities are related together and additional rules. We will go through setting this up in Dynamics 365. Let’s say you have a scenario where you have 2 custom entities, “My Orders” and “My Order Lines”. The My Order Lines entity is the child of My Orders. So, one “Order” can have multiple “Lines”, but Lines cannot have … Continue reading Entity Relationships in Dynamics 365
There may be instances where you are debugging a plugin in Dynamics 365 and when you run the profiler, it produces the error “An error has occurred. The selected action was not completed for one or more records.” You may be running the profiler under the setting Exception: In order to get around the error, use the Persist to Entity setting. Select the setting and click OK to start profiling. … Continue reading Debug a Plugin – Persist to Entity
Visual Studio comes with different color themes. When opening Visual Studio for the first time, you may see a theme something like below: To change this theme, go to Tools->Options: From Environment, select General: Here we can see the color theme is set to “Blue”. Select a different color theme from the list: Here we have selected the Dark theme: You can also install new themes. To install a new … Continue reading Visual Studio – Change and Install Color Theme
The CopyToClipboard action in USD allows data to be copied to the user’s clipboard. As an example, we will create an event on opening USD to copy the user’s name to the clipboard: We are passing the data parameter of the user’s full name: data=[[$User.fullname]g] append=false Now, when we open USD, if we also open a notepad and paste into it, we can see the user is in the clipboard: … Continue reading USD – CopyToClipboard Action
Visual Studio Code is a lightweight tool from Microsoft used for software development. It is fast, cross-platform and supports intellisense and debugging. You can follow Visual Studio Code at: https://twitter.com/code To install it, go to https://code.visualstudio.com/ and select Download: Select the download link for your operating system. We will select Windows and run the executable: Click Next: Click Next: Click Next: Click Next: Click Next: Click Install: Click Finish: Visual Studio Code will … Continue reading Visual Studio Code Introduction
Auto-numbering is a feature in Dynamics 365 for certain entities in the system. These include: Contracts Cases Articles Quotes Orders Invoices Campaigns Categories Knowledge Articles To configure auto-numbering, go to Administration and select Auto-Numbering: Then, select the entity: Note the different suffix lengths available: Also note Articles and Knowledge Articles do not have suffix length options:
In this post, we will look at how to create a new USD session from a button in the toolbar. In USD in Dynamics 365, go to Toolbars: We will select the Main toolbar: We can see our existing toolbar buttons. Click to add a new button: We will create a new session action using CreateSession: Save the action and add it to the button’s actions: Start USD. You will … Continue reading USD – Create a New Session from a Toolbar Button