Posts

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

Web Sample Data

This post is used to display sample data that an app such as Power BI could connect to. We will connect to this page in other posts. The data can also be used for other test applications. Below is a list of typical entity records. Accounts AccountId Account Name Employees Sector City State ZIP Last Purchased Revenue Number of Purchases Total Amount Spent 1 Test Co 1 4429 Retail Detroit … Continue reading Web Sample Data

Retrieving a Record using Web API by Id or Name in Dynamics 365

In Dynamics 365, we can use the Web API to retrieve a record. We can do this by using the Id of the record, or another identifier such as the name. Let’s use Accounts as an example. To get a record using the Id, the format is: https://yourorg.api.crm.dynamics.com/api/data/v9.1/accounts(Id) Note there are no quotes around the Id. For example: https://yourorg.api.crm.dynamics.com/api/data/v9.1/accounts(D494B650-73FF-E611-8104-E0071B669E61) Returns: To get by name (accounts has a name field), we … Continue reading Retrieving a Record using Web API by Id or Name in Dynamics 365