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Dynamics CRM Create Option Sets

…field, Favorite Color, to Accounts. First, create a new solution in Dynamics CRM. Add the accounts entity to the solution. Then, go to fields and select new field. Give the…

WCF Data Contracts and Data Members

…System.Runtime.Serialization; namespace Carl.CallWCF { class Program { static void Main(string[] args) { Customer c = new Customer(); using (var stream = new MemoryStream()) { var serializer = new DataContractSerializer(typeof(Customer)); serializer.WriteObject(stream,…

Get Next Document Number with eConnect

…order, fulfillment order, invoice, return, backorder) and then select the type of document once selected based on our setup (e.g. in TWO company, STDQTE, STDORD, STDINV etc): First, create a…

How to Change a Data Source in a Power BI Report

…Now let’s say the user creates a new file, Customers2.txt with updated data, located in the same folder: Select Browse and change the file from Customers.txt to our new Customers2.txt:…

Dynamics 365 Status Reason Transitions

Dynamics 365 entities come with status and status reason fields. Here we will look at how they are used. Consider an entity such as Case. This entity has these 2…

Dynamics 365 WhoAmI

…= new CrmServiceClient(new System.Net.NetworkCredential(userid, password, domain),server, port, orgname); IOrganizationService _orgService; _orgService = (IOrganizationService)conn.OrganizationServiceProxy; Guid orgId = ((WhoAmIResponse)_orgService.Execute(new WhoAmIRequest())).OrganizationId; Guid userId = ((WhoAmIResponse)_orgService.Execute(new WhoAmIRequest())).UserId; Guid businessunitId = ((WhoAmIResponse)_orgService.Execute(new WhoAmIRequest())).UserId; Code running:…

Deploy Security Roles Dynamics 365

…a new solution and select the new security role: Now, in the destination system, select the security role: The new security role will now appear in the new system.  …

Agent Scripts in Unified Service Desk

…below. Click New: Let’s say we want our USD agent to ask the customer how they are. We will call our script Greeting: We will create 2 answers for this…

Install Project Service Automation for Dynamics 365

To install Project Service Automation for Dynamics 365, head to Microsoft AppSource and search for Project Service Automation: https://appsource.microsoft.com/en-us/?search=project%20service%20automation You will see the Project Service Automation link: Select the link….