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Business Units are used in Dynamics CRM to group users and teams. To create business unit, go to Settings->Security: There should be one business unit already in the system as the “parent” business unit: Business units have Users: Select New: Let’s create a new team to add to the Business Unit: Note a default team based on the business unit name is automatically created: You can then go to the … Continue reading Dynamics CRM Business Units
USD has caching functionality to allow the USD client to be loaded as quickly as possible. Caching can not only increase USD client startup time but also reduce bandwidth. We will go through an example of how USD client caching works. Firstly, client caching needs to be enabled in USD. Go to Settings->USD->Options: If there is no ClientCacheVersionNumber key, create a new key. Enter ClientCacheVersionNumber as the name and option. Enter … Continue reading USD Caching
There are several ways you can troubleshoot USD if there is an error. One of these is logging. Logging can be done at the USD client level. Log files are stored in the user’s location: c:\Users\Username\AppData\Local\Microsoft\UnifiedServiceDesk\Version or C:\Users\Username\AppData\Local\Microsoft\Microsoft Dynamics® 365 Unified Service Desk In this directory, you will see subdirectories for the organizations you connect to: Select the correct organization folder, and the additional subfolder to get to the log files. … Continue reading Logging in USD
To access the Power BI Admin Portal, first ensure you have Power BI Service Administrator role in Office 365. When you log into powerbi.com, under Settings you will then see the Admin portal: From here, you will see different features. Usage Metrics: Manage users: Audit logs: Tenant settings:
Packages can be deployed from one environment to another using the Dynamics CRM package deployer. Let’s go through an example of how to use the tool. We will create a sample solution called the “Sample Application”. The application has a custom entity called “App Configuration”. This contains records that hold data for the configuration. This entity and data exists in our development environment. Now, we will create a package that exports this … Continue reading Dynamics CRM Package Deployer
You can find the Power BI Solution Templates on Github here: https://github.com/Microsoft/Business-platform-solution-templates
In Dynamics 365, you can add tracing to your code to assist with troubleshooting. To do this, in your plugin, add the code: ITracingService tracingService = (ITracingService)serviceProvider.GetService(typeof(ITracingService)); Then add a line to do the trace: tracingService.Trace(“This is a trace.”); Next, go to System Settings to actually turn tracing on in the system: Under Customization, you can set the tracing level. The trace writes to the Plugin Trace Log, which we … Continue reading Using Plugin Trace Log to Trace Plugin Exceptions in Dynamics 365
Session Lines are a hosted control in USD that is used for session overview and name information. Session Lines are configured in the USD setup. We will go through an example of how these work. To access session lines, go to USD configuration->Session Lines: You can see we have many session lines defined. Note the type – there are 2 types, Session Name, and Session Overview Line. We will look at each of these. … Continue reading USD Session Lines
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