Author: Carl

USD – Expanding and Collapsing Panels

In Unified Service Desk, there are several panels in the client application. These panels can be collapsed and expanded through USD configuration. For example, when you open USD, here you can see the left and right panel have been opened: In order to set the defaults, first confirm the hosted control of type panel layout: Next, go to the event you would like to run this from, for example DesktopReady or … Continue reading USD – Expanding and Collapsing Panels

Dynamics 365 KingswaySoft SSIS Integration

To create a KingswaySoft integration, go through the steps. In SSDT, select new Integration Services Project: A new project is created: Under Data Flow you will see new KinsgwaySoft options: In SQL, create a Customers table in a TEST database, with sample data: Add a Data Flow task: Double click on the data flow task, add an ADO.NET data source: Create a new connection to the database: Add a CRM … Continue reading Dynamics 365 KingswaySoft SSIS Integration

Dynamics 365 KingswaySoft Install

To install the KingswaySoft adapter for Dynamics CRM, go to http://www.kingswaysoft.com/products/ssis-integration-toolkit-for-microsoft-dynamics-365/download Download the suitable version: Run the exe: Click on Custom to view the components: License Manager:  

Installing Dynamics 365 Templates on Visual Studio 2017

The Dynamics 365 templates for Visual Studio are not designed for use with Visual Studio 2017. However, you can install the templates on VS2017 at your own risk. To do so, open the Dynamics 365 SDK and browse to the Templates folder. You will see the CRMSDKTemplates.vsix file: Double click to open it. You will get an option to select which version of Visual Studio to install: You will get … Continue reading Installing Dynamics 365 Templates on Visual Studio 2017

Dynamics CRM Relationship Insights

Relationship Insights is one of the built in intelligence capabilities in Dynamics 365. It delivers prescriptive recommendations. It looks at data you have both in Dynamics 365 and also emails in your Office 365 to calculate how healthy the relationship is. To use Relationship Insights, go to Settings->Relationship Insights: Accept the Terms: You may get the message below: Turn on Relationship Insights: You will now see this screen: You can expand … Continue reading Dynamics CRM Relationship Insights

Dynamics CRM Ribbon Customizations

The Dynamics CRM ribbon is the navigation of each page. For example, Accounts contain the ribbon: Selecting an account changes the ribbon options (i.e. we see Activate, Merge etc): Selecting an actual ribbon will show: Notice the button OPEN HTML PAGE 1. This is a custom button that is added to the ribbon. This was done through Ribbon Workbench, which adds configuration information to the chosen solution to add buttons, commands etc. We … Continue reading Dynamics CRM Ribbon Customizations

USD – Stop User from Closing a Tab

In Unified Service Desk, hosted controls have a property to allow the user to open and close the control. In some cases, you may want to control this so the user does not have this option. Below, I have a hosted control that displays a Dynamics 365 dashboard. You can see there is an X in the hosted control tab, which when clicked on allows the user to close the … Continue reading USD – Stop User from Closing a Tab

Power BI – Union in DAX

In Power BI, through DAX we have the ability to combine 2 tables. We can do this using the UNION function. In Power BI Desktop, select New Table: We have 2 existing tables, East Region Sales and West Region Sales, with the same number of columns. We will combine the two in a Sales table. You will see: Add the code: The combined table shows data from both tables:  

Dynamics CRM Duplicate Detection

Dynamics CRM has built in duplicate detection capabilities to keep your data clean. Let’s look at how these work. Go to Settings->Data Management. You will see several areas for duplicate detection: Let’s start with Duplicate Detection Settings. Click on this: You have the option here to enable duplicate detection: Now click on Duplicate Detection Rules from the main menu. You will see there are several rules already installed: Check the … Continue reading Dynamics CRM Duplicate Detection

Dynamics CRM Goals

Dynamics CRM has the ability to manage goals. This allows managers to review team and individual goals across different timelines. Goals are accessed from the main CRM menu: Here, we opened Goals from the Sales area. If we were in the Service area, or another area, it would still open the same goals. Selecting Goals opens the My Active Goals view: Clicking on Goal for Q1 (Sample) we can see … Continue reading Dynamics CRM Goals