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Here are some websites that provide useful USD information. Microsoft USD Team Blog USD Wiki on TechNet MSDN USD Developer Guide MSDN USD Admin Guide Unified Service Desk Guide Microsoft USD Team Blog Articles List USD Component Library – Jayme Pechan Github Neil Parkhurst Blog CRM Ramblings – Naga Srikanth Blog #USDCRMÂ #UnifiedServiceDesk
In this post, we will look at how to set up a quick create form in Dynamics 365 / Power Apps. In my environment, I have 2 entities – Entity A and Entity B: Entity A has a one-to-many relationship with Entity B: So we can add a subgrid to the Entity A form to display records for Entity B: We have a + Entity B button: If we click … Continue reading How to Setup Quick Create Forms in Dynamics 365
To create a new entity in Dynamics CRM, go to the Customizations area and create a new solution. Let’s go through an example of creating a Movies entity in a fictional Xrm solution. Under Entities, select New: You will see the window below. Enter data. In our case, we will create a Movies entity: We will add this entity to the Sales menu area: Save and publish the solution: The entity … Continue reading Creating a New Entity in Dynamics CRM
Connections are a way in Dynamics CRM to link entities. You may want to link an opportunity to a contact if the contact was the referrer, for example. To make a connection, go to the record you would like to connect and click Connect: Select Look Up More Records: Here you have the option to select a different entity and then pick a record, or select a record from the same entity: Select a … Continue reading Dynamics CRM Connections
In Power BI you have the ability to implement row-level role-based security. What this means, is you can restrict data to certain users based on what role they are in. Here, we will go through an example of implementing role-based security. Let’s start with our data set. A simple Accounts table with a State field: In Power BI Desktop, import the data. Then go to the Modelling tab and you … Continue reading Row Level Security (RLS) in Power BI
The Dynamics CRM SDK has a login control that you can use in your client applications. Let’s go through an example of how to use this. Open Visual Studio and create a new project. Go to CRM SDK Templates and select WPF Application for CRM with .NET Framework 4.5.2 selected: You will see something like this: Press F5 to run the application. You will see this window: Clicking Login to … Continue reading Xrm Tooling Login Control
Go to https://portal.office.com. Then, select Admin from the options: Select Dynamics 365: You can then set the name below:
In this post, we will look at how to use the Windows API to get and set windows in the Windows operating system. First, create a new console app: We will firstly add the Interop Services, which allows us to enable interop with DLLs: using System.Runtime.InteropServices; In our case, we will be using the user32.dll. Next, we will use DllImport, which is part of the namespace we added, to reference … Continue reading Using the Windows API
There may be a requirement to open an HTML page from a button. In this example, we will use the Ribbon Workbench to open a page from a button. First, create a new solution and go to Web Resources: Click New and enter details for the HTML page. Select Type: Select Type as Webpage and then select Text Editor: This will open an HTML page: Selecting the Source tab will … Continue reading Open HTML Page from Button with Ribbon Workbench
Unified Service Desk can use custom layouts, so organizations can specify the layout of the USD application. Let’s look at how to do this. First, install the Dynamics CRM SDK Templates for Visual Studio. Once installed, start Visual Studio and create a new project of type USD Custom Panel Layout: When the project loads, you will see missing references: With Invalid Markup displaying: Open the NuGet packages: Install any updates: You … Continue reading Creating a Custom Layout in Unified Service Desk