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Dynamics 365 Business Rules

Business Rules are a way in Dynamics 365 to add actions to events that occur in the user interface. Let’s go through an example with the Leads form. Select Business Rules from the navigation bar and then New Business Rule: This will open a blank template. Let’s add a condition that if the City = “New York”, then lock the description field. Click Activate: As soon as the City is set, the … Continue reading Dynamics 365 Business Rules

Dynamics 365 Troubleshooting User Access

There are times when users will not have access to resources in Dynamics 365 when they should. Dynamics 365 will throw an error based on the type of denied access. Generally, these access errors can be resolved by determining what the resource is the user is trying to access and then granting the user access to the resource through an security role. For example, if a user wants to assign a security role … Continue reading Dynamics 365 Troubleshooting User Access

Dynamics CRM Read Only Form and Disable Fields with JavaScript

One way to lock down a form is through JavaScript. Let’s go through how to do this by locking down the Leads form. Create a new solution and add the Leads form: Select Form Properties and Add from the Form Library. We will be adding a new JavaScript library: Select New: Enter information below: Click Text Editor and enter the JavaScript: function ReadOnly () { var cs = Xrm.Page.ui.controls.get(); for (var … Continue reading Dynamics CRM Read Only Form and Disable Fields with JavaScript

Dynamics CRM Filtered Views

Dynamics CRM provides filtered views so we can access CRM data in SQL. To access filtered views, go to the Dynamics CRM company database and go to Views. You will see views starting with the name “Filtered”: Selecting from the filtered view returns the results, e.g. Custom entities also have filtered views: The views have standard fields as well as new fields: Option set fields appear in filtered views as two SQL … Continue reading Dynamics CRM Filtered Views

Dynamics CRM Create Option Sets

Option Sets are used in Dynamics CRM to allow a user to select a value from multiple selection options. We will go through an example where we will add a field, Favorite Color, to Accounts. First, create a new solution in Dynamics CRM. Add the accounts entity to the solution. Then, go to fields and select new field. Give the field a display name and set the data type to Option Set: You can … Continue reading Dynamics CRM Create Option Sets

Microsoft’s Power Couple: Power BI and Microsoft Dynamics

Power BI, Microsoft’s cloud based business intelligence service, is a must-have component for companies running any of the products in the Microsoft Dynamics suite, whether it is CRM, AX, GP, NAV or Project Madeira. As a modern intelligence tool, it enables companies to rapidly get insight into their data and interactively find trends to make informed business decisions. Without BI, companies lack visibility and may be running with the wrong roadmap. Businesses already have basic reporting into their data, such as what last month’s sales were, who … Continue reading Microsoft’s Power Couple: Power BI and Microsoft Dynamics

Unified Service Desk Sessions

In Unified Service Desk, there is the concept of sessions. When a user logs into USD, they are in a global session. The user can then, say, click on a record for a customer or a case and it will open it’s own session. Let’s follow our previous example to see how this is done. From the USD dashboard, click to open a case: The case opens in its own session, as … Continue reading Unified Service Desk Sessions

Unified Service Desk Customization Deployments Across Organizations

There will be cases where you need to deploy USD from one environment to another, e.g. when you are moving customizations from your development environment to your production environment (or environments in between!). We will go through the steps to do this. Firstly, we will need the Configuration Migration tool, which is located in the CRM SDK. If you do not have the CRM SDK installed, you can download it here. In … Continue reading Unified Service Desk Customization Deployments Across Organizations

Installing Dynamics CRM User Interface Integration (UII)

To install, go to the Dynamics CRM SDK download link at Microsoft: https://www.microsoft.com/en-us/download/details.aspx?id=50032   Select the UII download link: Launch the installer: Extract to a folder. Note the USD Develope Guide.chm: And UII Developer Guide: And UII Deployment Guide: Under the folder UII\USD Developer Assets\USD Configuration Tool Schema you will find the USDDefaultSchema.xml.