Posts

Installing the Dynamics CRM SDK Templates Extension in Visual Studio 2015

The Dynamics CRM SDK Templates are used for creating Visual Studio projects for Dynamics 365 and Unified Service Desk. To install the Dynamics CRM SDK Templates Extension in Visual Studio 2015, open Visual Studio and go to Tools->Extensions and Updates: Select Online, then search for CRM SDK and find Dynamics CRM SDK Templates, then click Download: Click Install: The extension will be installed: Click Close. Create a new Project: We see the CRM … Continue reading Installing the Dynamics CRM SDK Templates Extension in Visual Studio 2015

Dynamics 365 Insert Navigation Link

To add a navigation link to a form, go through the following steps. Edit the form you want to add the link. From the Home tab select Navigation: Then from the Insert tab, select Navigation Link: Enter details about the link. Here we will go to an external URL: From the Home tab, save and publish the customization: The new link will now appear in the Accounts form:  

Modifying a Dynamics 365 Form Section Layout

In Dynamics 365, you can modify the layout of existing form sections. For example, let’s say you want to change the Summary tab of the Account to show 2 sections instead of 3, and remove the middle Social Pane section: To do this, edit the form and delete the Social Pane field: Move the controls from the right section to the middle section. Anything in the right column will be … Continue reading Modifying a Dynamics 365 Form Section Layout

Query Dynamics CRM through JavaScript with WebAPI

Following on from Querying Dynamics CRM through JavaScript using the OrganizationService, we will now go through an example using the new Web API. We will use this URL to get the full web service URL: var url = Xrm.Page.context.getClientUrl() + “/api/data/v8.1/”; We will use the Id of the record: var Id = Xrm.Page.data.entity.getId(); Our Web API filter is constructed like below: https://yourcrm.crm.dynamics.com/api/data/v8.1/leads?$select=lastname To filter the LeadId our query will be (note no quotes or … Continue reading Query Dynamics CRM through JavaScript with WebAPI

Windows Forms Hosted Control in USD

In this topic, we will go through how to integrate Unified Service Desk with a Windows Forms UII Hosted Application. For example, you may want to build from scratch a windows forms application that your agents use, that is integrated with USD. Using the USD Developer Guide, we are able to create applications that run as hosted controls and contain code that talks with USD. This is different from the scenario … Continue reading Windows Forms Hosted Control in USD

Using Xrm.Page in Dynamics 365 HTML Web Resource

In Dynamics 365, you can add HTML Web Resources with JavaScript. You may want to use Xrm.Page features, but if you try to do this, you get the error that “Xrm” is undefined. To get around this, you need to use GetGlobalContext function. Add the script below to your web resource: <script src=”ClientGlobalContext.js.aspx” type=”text/javascript”></script> Add the code: <!DOCTYPE html> <html> <head>     <title></title>     <script src=”ClientGlobalContext.js.aspx” type=”text/javascript”></script>     <script type=”text/javascript”>         function ButtonClicked() {             var userName = Xrm.Page.context.getUserName();             alert(userName);         }      </script> </head> <body> … Continue reading Using Xrm.Page in Dynamics 365 HTML Web Resource

UII and XRM Tooling NuGet Packages

To install the UII NuGet Packages, open a Visual Studio project and open the Package Manager Console. Enter the command: Install-Package Microsoft.CrmSdk.XrmTooling.CoreAssembly This will install the following assemblies: Then, install the UII Common package: Install-Package Microsoft.CrmSdk.UII.CommonAssemblies More information: https://www.nuget.org/packages/Microsoft.CrmSdk.XrmTooling.CoreAssembly/ https://www.nuget.org/packages/Microsoft.CrmSdk.UII.CommonAssemblies/    

USD – Create Entity

In USD, there is an action call that creates an entity in CRM. Let’s go through an example of how to use it. In this example we will show how to clone an account record. Create a new Action Call. Set the hosted control to CRM Global Manager and the Action to CreateEntity. Note we are setting in the data field what entity to create (account) and passing name value pairs for … Continue reading USD – Create Entity

Dynamics 365 Activities

Activities in Dynamics 365 are ways to communicate with your customers. To access activities, go to Sales->Activities: Selecting this link takes you to the Activities view: There are different types of activities, including: tasks email appointments phone call letter fax service activity campaign response To enter a new task, select New Task and set the regarding (select the entity and record): To enter a new email, select New Email and … Continue reading Dynamics 365 Activities

USD Session New

Session New is an event that is part of the CRM Global Manager hosted control. A typical sequence of events is: User selects a link in USD USD determines if there is a Window Navigation Rule associated with the from entity clicked and the to entity. Or, if there is a navigation rule from blank entity to blank entity If there is, and the result is Create Session, then Perform the actions associated … Continue reading USD Session New