Software + Imagination
In Unified Service Desk, you can set the size of a hosted control by calling SetSize and SetVisualProperty. For example, if we launch USD and start a session, we can see the size of the Agent Script hosted control below: Let’s say we didn’t want the control and panel to take up as much space in USD. To do this, we can do 2 things: Set the size of the … Continue reading USD – Setting Hosted Control and Panel Size
In my previous post, I discussed my prototype to show streaming live sales orders that are being entered into Dynamics 365 appear in a Power BI dashboard. Here, I will go into details on how to set this up. First step is to create a streaming data set in Power BI. Log into powerbi.com. Select Streaming Datasets from the bottom left of the screen. Select from the top right Steaming datasets: Here, … Continue reading Connecting Dynamics 365 and Power BI with Microsoft Flow
Here’s the scenario. You’re a CEO, and you love seeing new sales orders stream in. And you love the beach. You want to see these orders visually appear in your system while you are sitting on the sand. Now imagine being able to achieve this today, without anyone having to write a single line of code. That’s what Microsoft has made possible with the new cloud based automation service called Flow, together … Continue reading Watch Your Sales Orders Stream in Real Time with Dynamics 365 with Flow
Business Process Flows in Dynamics 365 are used to help records go through a particular business process, and also help users in creating and updating these records. There are several process flows in Dynamics 365 already set up: For example, the Opportunity Sales Process guides the opportunity through qualify, develop, propose and close. Similarly with the Lead to Opportunity Sales Process. Selecting a stage will display the steps of the stage: Components can be … Continue reading Business Process Flows in Dynamics 365
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
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
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:
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
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
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