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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
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
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
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
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/
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
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
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
Dynamics CRM has the ability to track emails. In doing so, it adds a tracking token to the subject line of the email message. This functionality can be enabled or disabled. To turn the feature on and off, go to Settings->Administration and select System Settings: Next, select the Email tab. Scroll down to the option “Use tracking token”. Here, you can enable, disable and configure the email token. Note – enabling … Continue reading Dynamics CRM Email Tracking Token
In Dynamics 365, we can use Web Resources to add buttons to forms. To do this, go through the following steps. We will do this using Developer Extensions. First, create a new project: Right click and add a new HTML Page: We will call the page JSButton.html: This creates: Let’s add some Hello World text and deploy this to see how it looks: From the Web Resource Deployer, Connect to … Continue reading Dynamics 365 Add HTML Web Resource and JavaScript Button