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Plugin Registration Tool Logging In Issues

When logging into the Plugin Registration Tool in Dynamics 365, you may encounter errors. Below are some errors with logging in. Firstly, you may get the message: Error : You don’t have permission to access any of the organizations in the Microsoft Dynamics CRM Online region that you specified. If you’re not sure which region your organization resides in, choose “Don’t know” for the CRM region and try again. Otherwise … Continue reading Plugin Registration Tool Logging In Issues

What are the Web API Primitive Types in the Power Platform and Dynamics 365?

They are: Type Web API Type BigInt Edm.Int64 Boolean Edm.Boolean DateTime Edm.DateTimeOffset Decimal Edm.Decimal Double Edm.Double EntityName Edm.String Image Edm.Binary Integer Edm.Int32 Memo Edm.String Money Edm.Decimal Picklist Edm.Int32 State Edm.Int32 Status Edm.Int32 String Edm.String Uniqueidentifier Edm.Guid

Enabling Flow on Dynamics 365 Forms and Site Map

To enable Flow in Dynamics 365, go to Settings->Administration and System Settings: Select Show Microsoft Flow on forms and in the site map: Click to Enable: You will then see Flows. Click to Create a flow: This will take you to below. Click Continue: You may see “When a record is select (deprecated)”: Click Delete: Add a new Trigger, searching for Dynamics 365: Select your D365 Org: Click to add … Continue reading Enabling Flow on Dynamics 365 Forms and Site Map

Process Center and Processes Disappear from Site Map in D365

In D365, processes such as Actions, Business Process Flows, Dialogs and Workflows can be created and managed through Settings->Process Center in the Dynamics 365 site map: This option has been known to disappear for some organizations. If Process Center is missing, perform the following steps to re-enable the option in the site map. First, go to Settings->Customizations and customize the system. Open Client Extensions->Site Map: This will open the Site … Continue reading Process Center and Processes Disappear from Site Map in D365

HttpClient GetAsync, PostAsync, SendAsync in C#

HttpClient is a library in the Microsoft .NET framework 4+ that is used for GET and POST requests. Let’s go through a simple example of using HttpClient to GET and POST JSON from a web application. First, we will create our client application. We will create a new console app in Visual Studio: Add the System.Net.Http namespace. We will pull down JSON data from a REST service: Now, to read this, we … Continue reading HttpClient GetAsync, PostAsync, SendAsync in C#

Unified Service Desk – Custom Shortcut Keys on Action Calls

In Unified Service Desk, we can use custom shortcut keys to invoke Action Calls. This is very useful, as you can do a lot with Action Calls in USD. For example, we have an action call that navigates to a dashboard. We can see the field Shortcut Key on the hosted control: We will use CTRL+T to launch our dashboard: Restart USD, and click CTRL+T. You will see the dashboard … Continue reading Unified Service Desk – Custom Shortcut Keys on Action Calls

USD – FireEvent Action

In USD, we can call the FireEvent action to fire an event in our action call. For example, let’s add a new event to Contact hosted control: Give the event a name, e.g. EventWeWillRun: In the event, we will create an action called DisplayAMessage, that will display some text, e.g. “Event has been called!”: The event should now look like this: With the event created on the contact: Now, let’s … Continue reading USD – FireEvent Action

Behavior of Merging Cases in Dynamics 365

In this post, we will look at the behavior of merging two cases in Dynamics 365. This situation may arise if you have duplicate or similar cases, and you would like to consolidate so one case exists. First, let’s create a new case. Go to Service->Cases: Create a new case: We will call it Case 1: Let’s create a new activity for Case 1: Click to add a new activity: Create … Continue reading Behavior of Merging Cases in Dynamics 365