Category: Dynamics 365 Customer Engagement (CRM)

Microsoft has downloadable samples that demonstrate using the Dynamics 365 WebAPI with C#. The samples contain examples of using HttpClient getasync, sendasync with JSON. The samples can be downloaded at https://code.msdn.microsoft.com/CRM-Web-API-Functions-and-a44416bb, with the code walkthrough at https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/webapi/web-api-functions-actions-sample-csharp. In this post we will configure the code to run with Dynamics 365. First, click to download: You will see: Open the solution in Visual Studio: You will see: In NuGet, click Restore in the … Continue reading Dynamics 365 WebAPI and C# – Configuring Sample Code

In Dynamics 365 Customer Service Hub, you can access the Schedule Board through Field Service or Resource Scheduling->Schedule Board: When the scheduling board loads, you can click on the map view to see a map of resources. If you do not have maps configured, you will get the message “We can’t connect to Bing Maps because they are disabled. Please navigate to ‘Resource Scheduling’/ ‘Administration’/ ‘Scheduling Parameters’/ ‘Connect to Maps’ … Continue reading Connecting Schedule Board to Maps in Dynamics 365

To access Customer Service Hub, go to https://home.dynamics.com/ or select from your applications Dynamics.com: You will see the Customer Service Hub app: Alternatively, go to your Dynamics 365 instance and add /engagementhub.aspx, which was the URL for the Interactive Service Hub that was deprecated: This will open the Customer Service Hub:  

To create a record using Xrm.WebApi, use the following syntax. We will use the example where we are creating an account record with 3 fields: The record is then created:  

To delete a record, we can use the syntax below. For example, to delete an account:  

In Dynamics 365, you can hide and show fields using JavaScript. This is useful if you have business logic that determines if fields are displayed or not to the user. Let’s say, on the Account form, you would like to hide the Fax field if the Ticker Symbol is populated. First, get the field names by going into design mode: Next, we can check if the ticker symbol field is … Continue reading Hiding and Showing a Field in Dynamics 365 using JavaScript

In Dynamics 365, when testing plugins, you can change which user the plugin runs under. Do to this, open the step in the Plugin Registration Tool. We have a plugin that runs on create of an account, that creates a new Task. We will select this to run under the context of a user, Alan Steiner by setting Run in User’s Context: Our user Alan Steiner does not have privileges … Continue reading Dynamics 365 – Impersonate a User in Plugin

To toggle between the Unified Client Interface (UCI) and Classic Mode, do the following. First, open Dynamics 365: Select Settings->Open in classic mode: The app will open in Classic Mode:  

The Unified Client Interface (UCI) or Unified Interface is a new user interface in Dynamics 365. The idea is that it is one “unified” interface that is able to run everywhere, i.e. web, mobile etc with a rich and responsive design. Enhancements provided by the UCI over previous user interfaces include: Less white space Cleaner more uniform look Enable users to see more data without scrolling Right to Left languages … Continue reading Unified Client Interface (UCI) in Dynamics 365

When using the Dynamics 365 for Phones app, you may encounter the error “Additional privileges required. Your user role is missing additional security required to access the mobile app. Please contact your administrator to include the missing privileges for your role. 80040220 Correlation ID : 9ec4ab21-781d-40c6-a176-dc267eedb01c”: You may also receive the message Principal user is missing prvUseTabletApp privilege: There are a couple of things to check here. First, make sure … Continue reading Error Logging Into Dynamics 365 for Phones App