First Look at Unified Routing in Dynamics 365 Customer Service
…Routing diagnostics. You may need to click on Refresh as the routing goes through various stages. We see our New Case is in “Agent Assignment – Completed” status. The workstream…
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PowerApps Part 1 – Creating an App from Scratch
…Select this: This will open the Data tab. Select + New Connection: Here you will see different data connections. There are several out of the box connectors to different systems,…
Creating Dynamics CRM Reports with SSRS and Fetch XML
Dynamics CRM comes with pre-packaged reports. You can also create your own reports using SSRS. Here we will go through examples of doing this. Open Visual Studio. Ensure SQL Server…
Using a North52 Button in Dynamics 365
…web resource: Click Save and Publish: Now we will test the code. Open an Account. You will see the new button, Populate Description: Click the button. You will see: As…
Workaround for Retreiving the COM Class Factory Issue with USD
In Unified Service Desk, when you launch the application, or on some pages, you may run into the issue “Retrieving the COM class factory for component with CLSID {0002DF01-0000-0000-C000-000000000046 }…
Unified Service Desk Sessions
…to open a case: The case opens in its own session, as can be seen by the “New Session” tab: There is also a Session Time elapsed showing in the…
Turning Off Power Apps Portal Open Enrollment
In this post, we will look at how to turn off the Power Apps Portal open enrollment. Without turning off the setting, Portals will allow anyone to register by clicking…
Using Power BI to View Statuses in Dynamics 365
…entity also has statuses: State Code: = Open, 1 = Completed, 2 = Canceled Status Code: 1 = Open, 2 = Completed, 3 = Canceled Let’s create a new Opportunity:…
Connecting to Dynamics CRM through Postman
…https://login.windows.net/common/oauth2/authorize?resource=https://yourcrminstance.crm.dynamics.com Auth Token URL: https://login.microsoftonline.com/common/oauth2/token Client Id: Your Id From Azure as described in the link above Let’s do an example where we will perform a GET operation on accounts….
Calling a Dynamics 365 Action from JavaScript using Xrm.WebApi.online.execute
…the metadata for this action. To do this, browse to https://yourorg.crm.dynamics.com/api/data/v9.1/$metadata and find your action, in this case new_RouteBugtoDeveloper. You will see the parameters and the types: Now, we can…