Posts

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.  

Custom Actions in Unified Service Desk

In my previous post I discussed created custom hosted controls in USD. Now I will discuss creating custom actions for those controls. When the USD custom code runs, it calls the DoAction procedure. Within the args passed is an Action property: As can be seen from the sample code, we can check for which action is called from USD and write code accordingly: The action needs to be set up in … Continue reading Custom Actions in Unified Service Desk

Creating and Debugging a Unified Service Desk Custom Hosted Control

USD has the flexibility to create custom hosted controls. Here are the steps to do this. Download and install the Unified Service Desk templates for Visual Studio from the Microsoft website here: https://marketplace.visualstudio.com/items?itemName=DynamicsCRMPG.MicrosoftDynamicsCRMSDKTemplates Open Visual Studio. Create a new project, and under the CRM SDK Templates, select Unified Service Desk. Select UII WPF Hosted Control: This will create a project in Visual Studio like below: Expand the references. Note there are … Continue reading Creating and Debugging a Unified Service Desk Custom Hosted Control