Category: Dynamics 365 Customer Engagement (CRM)

In this post, we will go through the setup process for Omnichannel for Customer Service in a Dynamics 365 org. Head to the Power Platform Admin Center at https://admin.powerplatform.microsoft.com and select the Omnichannel for Customer Service app: Select Manage: You should see the provisioning page below: Click Add Environment: Select an environment and click Next: Select if you want to add Chat and click Next: Select if you want to add … Continue reading Provisioning Microsoft Omnichannel for Customer Service

In this post, we will look at how to read and update the Dynamics 365 System Settings using C#. If you are updating, be sure to test your code properly. System Settings is accessed in Dynamics 365 through Settings->Administration: System Settings: This information is stored in the entity called Organization, which we can see in the Entity Customizations: Let’s create a new console app to read this entity. Create a … Continue reading Reading and Updating System Settings in Dynamics 365 through C#

In Dynamics 365, there is a feature called Relevance Search, which allows a user to search Dynamics 365 data and have it displayed in order of relevance. This feature is powered by Azure Search and uses the same scoring concepts. To enable Relevance Search, go to https://admin.powerplatform.microsoft.com/, select your environment and go to Settings. Click on Features: Then scroll down to Search and select Relevance Search: Next, click on the search … Continue reading How to Use Relevance Search in Dynamics 365

Let’s look at how to assign users to a Dynamics 365 app so they have access to the app. First, as an Administrator, let’s create a new app. Log into your environment and go to https://yourorg.crm.dynamics.com/apps. Click on Create New App: Enter a name and click Done: Click into the Site Map: Provide a name for the Group, and select any Subarea, then Save and Publish: Refresh the page and you … Continue reading Assigning Users and Roles to a Dynamics 365 App

In Dynamics 365, when using the Unified Interface, we have the ability to open lookup fields in different web pages, through the use of user clicking. The behavior works as follows, which can be useful if you want to stay on the page you are on. In our example let’s look at an Opportunity record with a Contact lookup field. Control + Click Clicking the Control key and Clicking the … Continue reading Opening Lookups in New Web Page in Dynamics 365 Unified Interface

In Dynamics 365, when using the Web Client, when a field limit size is reached, the user will be prevented from typing in the field. This behavior is different in the Unified Interface. In this post, we will look at how to stop the user from continuing to enter in Unified Interface fields when the field size is reached. Let’s start by creating a new field, called Field with Limit … Continue reading Stopping User from Typing Past Field Size Limit in Dynamics 365 Unified Interface

Following on from a previous post where we introduce changes to the Client API and form context, let’s look more at using this in order to move from the deprecated Xrm.Page. Using a similar example, we will pass the context from the OnChange event of our Fax field on the page our JavaScript function (we will reuse the OnLoad function): From here, we can put a breakpoint on the web … Continue reading Dynamics 365 Client API Changes Continued – GlobalContext and FormContext