Creating a Dynamics CRM Plugin from Scratch
…Entity as “opportunity”. Change the Event Pipeline Stage of Execution to “Pre-operation”: To test the plugin, enter a new Opportunity and click Save. Once the saving is complete, on the…
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Refreshing a Web Resource in Unified Interface with JavaScript (The New Way)
This post comes from a great find courtesy of an elite dev I work with who goes by “PV”. We had a requirement to reload / refresh an HTML web…
How to Build SSRS Reports in Dynamics AX
…Application Explorer is open (View->Application Explorer): Expand SSRS Reports and find the Purchase Order Report: Double click the report to open it and create a new SSRS project. Rename the…
Closing an Opportunity in Dynamics 365
…3 : Won 2 : Lost 4 : Canceled 5 : Out-Sold Opportunity Close entity State Status Reason : Open 1 : Open 1 : Completed 2 : Completed 2…
How to Setup Quick Create Forms in Dynamics 365
…We have a + Entity B button: If we click this link, it will open an Entity B form: Let’s set up the Quick Create form, so it will open…
The Cool Inbox View in Customer Service Workspace and Omnichannel
…view: Selecting an item will open it in a tab: And they can also select to Open in New Session: Which opens like below: And of course, you can open…
Adding a Model-Driven App to a Dynamics 365 Environment
…the App: Now let’s say I want to create a new app restricted to a certain set of users. Go to https://make.powerapps.com/environments/ and select your environment. Create a new Solution:…
Unified Service Desk – Unified Interface Page vs CRM Page
…BrowserDocumentComplete PageLoadComplete PopupRouted RefreshRequested Saved Unified Interface Page UII Actions AssociatedView Close CloseActive CloseAndPrompt default Find FireEvent GetSelectedCount GetSelectedIds GoBack GoForward GoHome MoveToPanel Navigate New New_CRM_Page open Open_CRM_Page Popup RealignWindow…
Import Excel Data into a Model Driven PowerApp using Data Integration Project
…see the data has been imported: If we go to Data Integrations, we can see our new project: We can create new integration projects from here by selecting + New…
Creating a Template in Visual Studio
…your new template. Click to create a new project: It will open something like below: The packages will show what we selected in the template, and you may see broken…