Software + Imagination
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
The sales pipeline involves qualifying leads until new customers buy products. Companies have different interpretations of what it means to qualify a lead. The key is that however a company qualifies a lead, their salespeople do it in a consistent way, so that the pipeline and forecasting is accurate. In Dynamics 365, the sales pipeline is something like below, but can be customized depending on business requirements: A lead is … Continue reading Sales Pipeline in Dynamics 365
In USD, there is an action called DisplayMessage. This action displays a message box to the user. For example, if we create an action on DesktopReady to display some text, note we can provide the actual text of message box and the caption: When USD loads, you will see the message:
When building Dynamics 365 solutions, you may want to save an internet shortcut to get to the solutions page quickly. The shortcut is: <yourorg>/tools/Solution/home_solution.aspx?etn=solution For example below, my web page is bookmarked to this page here, so any time I need to see the solutions quickly, I can get to it from the bookmark:
There are different subscriptions associated with Dynamics 365. Note this pricing changes often. This is more of a guide on how to manage your subscriptions in the Office 365 portal. Pricing can be found on Microsoft’s website at:Â https://www.microsoft.com/en-us/dynamics365/pricing On the website, you will see 2 different tabs for Enterprise Edition and Business Edition. The Enterprise Edition looks like below: The Business edition consists of: In the Enterprise edition, under each … Continue reading Dynamics 365 Manage Licensing and Pricing
Dynamics 365 has different licensing options. Here we will look at the different types of users. Full Users are described as users that require the full rich business applications functionality, such as Salespeople, Finance employees etc. There are also users that do not require this full functionality. These users perform duties such as: consume data or reports complete light tasks like time or expense entry and HR record updates be … Continue reading Dynamics 365 User License Types
In Dynamics 365 when running C# code, you may want to get the current user. We will go through an example if we were to run this from a console app. First, create a new console app in Visual Studio: From NuGet, add: Microsoft.CrmSdk.CoreAssemblies Microsoft.CrmSdk.XrmTooling.CoreAssembly Add using: using Microsoft.Xrm.Tooling.Connector; using Microsoft.Xrm.Sdk; using Microsoft.Crm.Sdk.Messages; using Microsoft.Xrm.Sdk.Query; Add the code. We will first get the user id, then perform a retrieve to … Continue reading Dynamics 365 Get Current User from C#