Posts

Using the Dynamics 365 Unified Interface in Unified Service Desk Client

In a previous post, we installed the Unified Service Desk Unified Interface solution. In this post, we will show how to use the Unified Interface (UI), or Unified Client Interface (UCI) with the USD client. If we sign in to USD after installing the solution, we will see something like below – this is not using the Unified Interface: To activate the Unified Interface in Unified Service Desk, first browse … Continue reading Using the Dynamics 365 Unified Interface in Unified Service Desk Client

Unified Service Desk 3.3 – Installing Unified Interface

With the release of USD 3.3 comes a new hosted control type, Unified Interface Page. This type of control is designed to support the Unified Client Interface (UCI), or Unified Interface, that can be built once to use “anywhere”. To install the USD UI solution, first go to the Microsoft download site: https://www.microsoft.com/en-us/download/details.aspx?id=56841 Click Download: Select the PackageDeployer file and the 32 or 64 bit client for USD you will use: … Continue reading Unified Service Desk 3.3 – Installing Unified Interface

Creating a Record using Xrm.WebApi in Dynamics 365 JavaScript

To create a record using Xrm.WebApi, use the following syntax. We will use the example where we are creating an account record with 3 fields: [sourcecode language=”JavaScript”] var entity = {}; entity.name = "Test Account"; var parentAccountId = "e46bf6d0-86b6-ea11-a812-000d3a300fca"; entity["parentaccountid@odata.bind"] = "/accounts(" + parentAccountId + ")"; entity.industrycode = 4; entity.websiteurl = "carldesouza.com"; Xrm.WebApi.online.createRecord("account", entity).then( function success(result) { var recordId = result.id; }, function(error) { Xrm.Utility.alertDialog(error.message); } ); [/sourcecode] The record … Continue reading Creating a Record using Xrm.WebApi in Dynamics 365 JavaScript

Delete a Record using Xrm.WebApi in Dynamics 365

To delete a record, we can use the syntax below. For example, to delete an account: [sourcecode language=”JavaScript”] var Id = "26d4ad90-44d1-ea11-a812-000d3a377e2b"; // your record to delete Xrm.WebApi.online.deleteRecord("account", Id).then( function success(result) { console.log("Record deleted"); }, function(error) { Xrm.Utility.alertDialog(error.message); } ); [/sourcecode]  

Hiding and Showing a Field in Dynamics 365 using JavaScript

In Dynamics 365, you can hide and show fields using JavaScript. This is useful if you have business logic that determines if fields are displayed or not to the user. Let’s say, on the Account form, you would like to hide the Fax field if the Ticker Symbol is populated. First, get the field names by going into design mode: Next, we can check if the ticker symbol field is … Continue reading Hiding and Showing a Field in Dynamics 365 using JavaScript

Flow – Get a Push Notification when your Boss sends you an Email

In this post, we will configure how to receive a push notification when your boss sends you an email. Of course, we can receive regular email alerts on our phones when we receive emails. However, if you are constantly receiving emails, and you want to distinguish between a “normal” email and your boss’s email, then push notifications may be you. Note it may not just be your boss you want … Continue reading Flow – Get a Push Notification when your Boss sends you an Email

Assign a User’s Manager in Office 365

To assign a user a manager in Office 365, go through the following steps. Go to https://admin.microsoft.com/ and select to manage Exchange: Select recipients from the left, then the user you would like to assign: Select organization and then browse to select the manager:  

Create a Mobile App from an Excel Workbook with PowerApps

PowerApps are powerful! One of the great features is to be able to connect to an Excel spreadsheet and literally turn it into an app that you can use on your phone. Here we will go through just how to do that. First, let’s create an Excel workbook. I have one that has a list of Customers (fake numbers, of course!): Select the range of your data, and then Home->Format … Continue reading Create a Mobile App from an Excel Workbook with PowerApps

CALENDAR and CALENDARAUTO in Power BI

Let’s look at how to use the CALENDAR and CALENDARAUTO DAX functions in Power BI. First, let’s create some data. In Power BI Desktop, select Enter Data: Let’s create a table with 2 dates, 01/01/2014 and 01/01/2018: Now let’s create a new table from the Modeling tab: We will call it Dates Table. Start typing CALENDAR to see the 2 options: CALENDAR returns a table based on Start and End … Continue reading CALENDAR and CALENDARAUTO in Power BI

Dynamics 365 – Impersonate a User in Plugin

In Dynamics 365, when testing plugins, you can change which user the plugin runs under. Do to this, open the step in the Plugin Registration Tool. We have a plugin that runs on create of an account, that creates a new Task. We will select this to run under the context of a user, Alan Steiner by setting Run in User’s Context: Our user Alan Steiner does not have privileges … Continue reading Dynamics 365 – Impersonate a User in Plugin