Query Dynamics CRM Through JavaScript

…= Xrm.Page.context.getClientUrl() + “/XRMServices/2011/OrganizationData.svc/LeadSet(guid'” + 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 */) {…

How to Access Customer Service Hub in Dynamics 365

To access Customer Service Hub, go to https://home.dynamics.com/ or select from your applications Dynamics.com: You will see the Customer Service Hub app: Alternatively, go to your Dynamics 365 instance and

View Designer in XrmToolbox

…view: You can then view the FetchXML associated with the view: Select Live Preview to view the actual data using the view: Click Edit Query to open the query in…

Dynamics 365 Cases

…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…

Best Practices Analyzer for USD – Setup and Using

…the debugger. Start USD. Open the debugger and select: Best Practices Analyzer default This will open the analyzer. Click Start Analysis: You will see: This will then complete and provide…

Dynamics GP Trial Balance

Dynamics GP has a Trial Balance report you can run. To run the report, go to Reports->Financial->Trial Balance: This will open a window where you will have different options on…

Power BI and Local Excel Data Refresh

…is our excel file: In Power BI Desktop, go to Get Data->Excel: Create a simple visualization, save and publish to powerbi.com: If we add a new row to the data…