Setting Default Zoom Level for Chrome Process Pages Per User in USD

In a previous post we looked at setting the default zoom level of Chrome Process pages for all users in an organization. However, we may want individual users to control the zoom level of pages themselves. To do this, go to the location your USD is installed (E.g. C:\Program Files\Microsoft Dynamics CRM USD\USD) and open the UnifiedServiceDesk.exe.config file in notepad: Find the AppSettings section: We’re going to add a new entry in … Continue reading Setting Default Zoom Level for Chrome Process Pages Per User in USD

Setting Lookup and Option Set Fields in USD Forms Using New_CRM_Page

In Unified Service Desk, we can create a new entity using the New_CRM_Page action call. When we run this command, we can default fields on the new record. Setting these fields is pretty simple. Let’s look at how to set lookups and option sets fields. Let’s say we want to create an Account record and set the Relationship Type option set and the Product Price List lookup fields: Relationship Type: … Continue reading Setting Lookup and Option Set Fields in USD Forms Using New_CRM_Page

Refreshing a Web Resource in Unified Interface with JavaScript (The New Way)

This post comes from a great find courtesy of an elite dev I work with who goes by “PV”. We had a requirement to reload / refresh an HTML web resource on a page when a user clicked into a tab to view it. This used to be reasonably straight forward in previous D365 versions and JavaScript – get the Web Resource using getSrc, set the Web Resource to null … Continue reading Refreshing a Web Resource in Unified Interface with JavaScript (The New Way)

Run JavaScript When User Clicks On Unified Interface Tab

In Dynamics 365 / Power App, we may want to “do something” when a user clicks on a form tab. Let’s look at how we can write a handler to invoke custom code. In our example, let’s look at the Account form. This form has multiple tabs – Summary, Project Price Lists, General etc. Let’s write code so when a user clicks in and out of the General tab, our … Continue reading Run JavaScript When User Clicks On Unified Interface Tab

How to Pass Parameters to a Button in Power Apps Dynamics 365

In this post, we will look at how to add a button to a Dynamics 365 Power Apps Form that receives parameter data. First, let’s look at passing context. Create a new JavaScript web resource and add it to the Account form. We will add the sample code below, which takes PrimaryControl as the first parameter, and if the name of the account is Contoso, sets the website field: You … Continue reading How to Pass Parameters to a Button in Power Apps Dynamics 365

Using Calendar Control in Dynamics 365 Power Apps Dashboard Components

In this post, we will look at how to use the Calendar Control in Dynamics 365 Power Apps Dashboard Components. Let’s start with a dashboard we created earlier, which shows an editable grid of accounts: Now, this view has one field, Last Date Included In Campaign, which is a date field. If we click on it, it displays a calendar for the user to select a date: But what if we … Continue reading Using Calendar Control in Dynamics 365 Power Apps Dashboard Components

Creating a System Dashboard in Dynamics 365

To create a system dashboard, go to the Power Apps Maker and create a new solution: Then select New->Dashboard and select the type of dashboard: We will select 2-column overview: Give the dashboard a name: And we will add a list to the first component: It will be a list of all Accounts: Click Save: If I don’t publish, we can see the Dashboard under Dashboards, however we see the … Continue reading Creating a System Dashboard in Dynamics 365

Using Editable Subgrids in Dynamics 365 Dashboards

In this post, we will look at using editable subgrids in a Dynamics 365 Power Apps dashboard. Let’s say you have a dashboard called System Accounts Dashboard. In this dashboard you have a list of Accounts: Go to the Power Apps maker and edit the dashboard to take a look at it: Select the list component and click Edit: This opens the Properties tab. Click on the Controls tab: We … Continue reading Using Editable Subgrids in Dynamics 365 Dashboards

Checking out the Personalized Visualizations Pane in Power BI

A new preview feature of Power BI Desktop is the ability to pin the choices of visualizations available in the Visualization Pane, so we can access them easily across multiple reports. This will be a welcome change to report designers who often use visualizations that are not out of the box. To enable the preview, go to Power BI Desktop and select Options: Under Preview features, select Personalized visualizations pane and … Continue reading Checking out the Personalized Visualizations Pane in Power BI

How to Remove the Border around a Web Resource in Dynamics 365 / Power Apps

When a web resource is created in Dynamics 365 / Power Apps, we get a border defaulting around it. For example, below is a web resource on the Account form displaying “Hello World”. We see the border around the web resource: Even though we’re not doing anything specific in the web resource HTML: To remove the border, open the form in design mode and go to the Web Resource properties: … Continue reading How to Remove the Border around a Web Resource in Dynamics 365 / Power Apps