Opting In to the April 2019 Preview Features in Dynamics 365
…changes will go live in April, but you can activate them early”: Click Confirm: Once complete, you will see “April 2019 update is now active”: Open a Hub app such…
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Unified Service Desk – LaunchURL Action
…webpage such as google.com: This opens in a web browser: The URL is entered into the data field. This may be useful if you would like to open a web…
Azure Cloud Shell
…run commands – you can do it directly from within a browser. The tool currently supports Azure CLI 2.0. To access the cloud shell, log into portal.azure.com and select the…
Connecting Power BI Desktop to Dynamics CRM Online
To connect Power BI Desktop to Dynamics CRM Online, open Power BI desktop click on Get Data: Filter by Dynamics and select “Dynamics CRM Online”: Enter your OData URL and…
Accessing Interactive Service Hub for Dynamics 365
…directly to the Interactive Service Hub page by adding engagementhub.aspx to your Dynamics 365 URL, for example https://yourorg.crm.dynamics.com/engagementhub.aspx. This will open a page that loads ISH: You may see a…
Enabling Hybrid Experience for Missing Functionality in Unified Interface in Dynamics 365
…Bulk Delete Merge Records Record Sharing Set Personal Options For example, in the web client, we can see the Advanced Find icon: Which opens Advanced Find: If we open Customer…
Process Center and Processes Disappear from Site Map in D365
…system. Open Client Extensions->Site Map: This will open the Site Map Designer: Select Settings: Add->Group: Change the Title and Id to Process Center: Next add a Subarea: Change the Entity…
Set Default Form and Order in Dynamics 365
…we browse to an Account record, the form will open to a particular form, in this case it opens to the Account form: Now, let’s change this to the Account…
JavaScript console.log Hello World
…the code: console.log(“Hello World”); Open the document in Chrome and select F12 to open the developer tools. Go to the Console tab. You will now see the output: This logging…
Add Background Processes to Process Sessions in D365 Form
…do this on the Account form. First, open the form in design mode and click on Process Sessions: This will display available options, including Background Processes. Note you can also…