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FetchXML is a language used in Dynamics 365 to retrieve data. Here we will look at FetchXML queries. A simple way to view a FetchXML query is through the Advanced Find menu. Go to Advanced Find and create a simple query, for example, show all Accounts. You will see a small FetchXML icon: Select the icon, and the FetchXML query will be downloaded. You can see the XML created is … Continue reading Introduction to FetchXML
Here we will look at building charts in Dynamics CRM. Let’s go through an example. Select Accounts->Sales and then select Charts: This will open the charts for Accounts: Using the drop down, we can see the system charts for Accounts: And we can change the chart: \ If we change the view in CRM to all Active Accounts, we can see the chart is redrawn and the numbers of the charts … Continue reading Building Charts in Dynamics CRM
To build a basic report in Dynamics CRM, you can go through the following steps by using the Report Wizard. In CRM, select Reports from the menu: Select New from the menu: This will open the New Report window. Select Report Wizard Report as the Report Type and click Report Wizard: Click Start a new report: Select Account as the primary record type. We will name the report “Test Account Report”: The next … Continue reading Creating Reports with Dynamics CRM Report Wizard
Replacement Keys in Unified Service Desk are used to provide specific logic to Replacement Parameters. Here we will go through each of the replacement keys: + is used to replace a null with an empty string. E.g. if your replacement parameter [[contact.firstname]] is null, it may cause an issue if used in an action. We can change this to [[contact.firstname]+] to replace the null with an empty string $Â is used … Continue reading USD Replacement Keys
In USD, we have the ability to display a dashboard from CRM. Let’s go through an example of how to do this. Firstly, determine the URL of the Dynamics CRM dashboard you want to use. You can do this here. In our case, we will be showing the Customer Service Representative Social Dashboard: Let’s access this through a Toolbar in USD. Go to Toolbars and open the existing Main toolbar. We … Continue reading Unified Service Desk – Add CRM Dashboard or Webpage
In the newer versions of Dynamics CRM, getting the URL of a dashboard is not that straight forward. Here are the steps to do it. Get the GUID of the dashboard. To do this, go to Settings->Customizations->Customize the System: Select and open the dashboard: In the URL of the dashboard, find where it says formId. Copy the GUID between %7b: 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 … Continue reading Getting a Dynamics 365 CRM Dashboard URL
The CRM Global Manager hosted control (called the Global Manager in earlier USD versions) is a specific type of hosted control in USD. The control is required (single instance). It: loads all USD configuration at startup handles window navigation rules handles toolbar handles agent scripts handles data management The global manager provides pre-defined UII actions including: Audit CallDoAction ClearAppBar ClearEntityList Close CloseActive CopyToClipboard CopyToContext CopyLogicalEntityToContext CloseActivity CreateEntity CreateSession DeleteEntity DoRoute DoSearch … Continue reading CRM Global Manager Hosted Control Actions and Events
To download the Ribbon Workbench, go to: https://ribbonworkbench.uservoice.com/knowledgebase/articles/80806-download-ribbon-workbench-for-crm-2011-2013-2015 Select the download link: Select the version: Check email: This will download the file: In Dynamics CRM, go to Solutions: Select the downloaded file and Import: Select Import: The Ribbon Workbench will be installed. Select a solution. You can now start using the Ribbon Workbench.
Windows navigation rules in Unified Service Desk tell the application what to do when a user performs an action. Here we will go through an example. Let’s say when USD loads, it loads a Dynamics 365 dashboard. On that dashboard, the user has the ability to select an Account. Without any navigation rules set up, on selecting an account, the interface will open the account’s Dynamics 365 page within the … Continue reading Windows Navigation Rules in USD
One of the benefits of using Dynamics CRM is the ability to write client side JavaScript code to perform actions on the user interface. Let’s go through an example of how to do this. In this example, we will show a message box when a user changes a value on a field. We will do this on the Website field on the Accounts form: Firstly, edit the Accounts form to display the developer view: … Continue reading Dynamics CRM Creating and Debugging JavaScript Code