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To create a new case, or issue, in Dynamics 365, go to the Services menu and select Cases: Here, you will see the case, the origin, case number, priority etc: Select a case to open it: Note the Business Process Flow for the case: You may want to create child cases if your case relies on separate departments to complete the main issue. To create a child case, select “Create … Continue reading Dynamics 365 Cases
Dynamics 365 has the ability to schedule data for deletion. To do this, go to Settings->Data Management: Select Bulk Record Deletion: Click New and the Bulk Deletion Wizard will appear: Select the entity whose records you want to delete. Enter any additional criteria: If you do not enter any additional criteria you will get this message: Click Next: Note you can schedule when to repeat the job: Click Next and Submit … Continue reading Dynamics 365 Bulk Delete Jobs
To install a Dynamics 365 Content Pack for Power BI, go through the following steps. First, log into powerbi.com. Then, select the Get Data at the bottom of the screen: This will open the page below: Select under Services Get. Search for Dynamics: Select the Microsoft Dynamics 365 Online Sales Manager. Click Get It Now: Enter your Dynamics 365 URL and Fiscal Year End Month Number. Note the trailing / … Continue reading Install Power BI Dynamics 365 for Sales Content Pack
When you create a new entity in Dynamics 365, there are some restrictions as to what you can disable if they were first enabled. Here we will take a look at these options. When you first create a new entity, you will see the following available and pre-checked: You can see at the bottom of the screen, it says “After you enable this option it cannot be disabled”. This includes: … Continue reading Dynamics 365 Entities – Enabling and Disabling Features
Microsoft AppSource has a Dynamics 365 app for Organization Insights, that allows you to get insights into how your organization is using Dynamics 365. To install it, click “Get It Now” and enter your email address: Click Continue below: Click Agree: You will see something like below in the Dynamics 365 Administration Center: And then once installed: In Dynamics 365, you will see a new solution installed: Version 1.1.0.0 or later … Continue reading Dynamics 365 Organization Insights
You can connect to Dynamics CRM from outside the application using OAuth 2.0 authentication. From there, you can use the Web API to call Dynamics CRM functionality. Here we will go through an example of how to do this. This is based on the sample code located here. Firstly, we will need to configure an application in Azure to help with the OAuth piece. Configure the app using these instructions. These samples … Continue reading Dynamics CRM Web API Sample
The following steps show how to register an application with Microsoft Azure. This app can then be used for OAuth 2.0 authentication outside of Dynamics CRM. Log into portal.azure.com as your Dynamics CRM administrator. Select Azure Active Directory from the menu on the left: Select App Registrations: Select Add: Enter the name of the app, e.g. Test Basic App. Select the application type as Native: Click Create to create the app. … Continue reading Register an App with Windows Azure
You have the option to use the Ribbon Workbench tool from inside the XrmToolbox. To do this, open the XrmToolbox and select Plugins store: Search for Ribbon and the results will be filtered to show the Ribbon Workbench: Select and click Install: The Ribbon Workbench will be installed: Connect to an organization. Ribbon Workbench will open in the XrmToolbox:
To download the Ribbon Workbench, go here. Select Download, enter your details and you will be sent the download link. The download will look like this: In CRM, import the solution: Once installed, the Ribbon Workbench can be accessed as a new item in Solutions: The next step is to create a new solution where we will add the ribbon for our entity. This solution will appear in the Ribbon Workbench screen. … Continue reading Installing and Using the Ribbon Bench
The View Designer tool allows you to view the FetchXML associated with a view, and To use it, open the XrmToolbox and select View Designer. If it is not already installed, you can go to the Plugins store and select it. Connect to an organization and select Open. You will have the option to select an entity: And then a view: You can then view the FetchXML associated with the … Continue reading View Designer in XrmToolbox