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…You will then see links to the Web API and the OData Organization Service: Web API URL: https://orgname.api.crm.dynamics.com/api/data/v8.1/ The service URLs: https://orgname.api.crm.dynamics.com/XRMServices/2011/Organization.svc https://orgname.crm.dynamics.com/XRMServices/2011/Organization.svc To get the OData: https://orgname.crm.dynamics.com/XRMServices/2011/OrganizationData.svc/ https://orgname.api.crm.dynamics.com/XRMServices/2011/OrganizationData.svc/  …

…be escalated. To do this, you set up Routing Rules. Go to Settings->Service Management: Select Routing Rules Sets: Select New to create a new Routing Rule: We will create a…

…available. We will use Email: The case queue has an email address associated with it. Dynamics 365 will monitor this email to see when a new case email comes in….

…Add your GUID to this URL: https://yourorg.crm.dynamics.com/dashboards/dashboard.aspx?dashboardId=GUID&dashboardType=1030&pagemode=iframeI.e. https://yourorg.crm.dynamics.com/dashboards/dashboard.aspx?dashboardId=063E7659-05D9-4030-960D-10FE269A5A8B&dashboardType=1030&pagemode=iframe Open this in a web browser. You will now see the dashboard in the full window. Note this URL does not appear…

…entity. If we customize the Leads entity, we can see the default view is set to My Open Leads: Let’s change the view. Select Open Leads and under More Actions…

…”/api/data/v8.1/leads(” + Id + “)”; var req = new XMLHttpRequest(); req.open(“GET”, url, false); req.setRequestHeader(“Accept”, “application/json”); req.setRequestHeader(“Content-Type”, “application/json; charset=utf-8”); req.send(); if (req.readyState == 4 /* complete */) { //Success if (req.status…

…Alan creates a new Opportunity. Alan can see this in his view: And he sees Open Opportunities as only his: Let’s say Alicia creates a new Opportunity. Alicia can see…

…sense. To create a Global Option Set, open Customizations and go to Option Sets. Click New: Create the option set: To create a Local Option Set, go to any entity…

…being used: To create a new theme, click New: Give the theme a name: You will need to know the HEX color codes for your colors. You can find these…