Software + Imagination
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
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
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
To remove duplicates from a C# list using Linq, do the following. Define a new list. Ours has 7 elements, with “2” and “4” repeating Use Distinct().ToList() to make a new list with the distinct elements Print out to the console [sourcecode language=”CSharp”] using System; using System.Collections.Generic; using System.Linq; namespace Carl.RemoveDuplicatesList { class Program { static void Main(string[] args) { // Create list with non-unique values List<string> l = new List<string>(); … Continue reading How to Remove Duplicates from a C# List
Dynamics 365 Power Apps solutions contain a version number. These numbers are used to keep track of what functionality is contained in a particular solution release, as well as used by the Power Platform to determine if code being imported is a solution or a patch. When you create a new version, you will be asked to enter the version number. This defaults to 1.0.0.0: And must be in the … Continue reading How Solution Version Numbers Work in the Microsoft Power Platform
In this post, we will look at how to find dependencies in Dynamics 365 Power Apps solutions. First, let’s create a new solution, and add the Contact entity to the solution. We will then add 2 new fields, New Field 1 and New Field 2: And we will add these fields to the Contact form: Now, let’s say a user wants to delete the field New Field 1. They can … Continue reading How to Find Dependencies when Deleting Resources in Dynamics 365 Power Apps
In this post, we will take a look at opportunity numbers such as total amount, estimated revenue, actual revenue and budget amount in Dynamics 365. Let’s create a new opportunity with a budget amount of $2000: In Advanced Find, for this opportunity we see the budget amount is populated: Add a product to the opportunity with an estimated amount of $100: We see the total amount is now $100: Update … Continue reading Populating Amounts in Opportunities in Dynamics 365
In Unified Service Desk, there is a feature called Scriptlets, which are basically JavaScript code snippets / functions that are created once and then called in different areas in USD. In Dynamics 365, go to Unified Service Desk->Scriptlets: You will see a list of scriplets, like below: Selecting an existing scriptlet, we can see in this example, it is a JavaScript function that gets the incident title replacement parameter, gets … Continue reading USD – Scriptlets
In this post, we will look at how to use Direct Query vs Import with Power BI. First, create a database and table, and populate it with some values. In this case, we have the Customers table with 2 records: In Power BI Desktop, click on Get Data and select Azure SQL Database: Enter the server and database name. You will see the options for Import and DirectQuery. We will … Continue reading Using Direct Query vs Import with Power BI
In Unified Service Desk, there is an action to invoke a CTI call. The parameters are: Parameter Description type This is the type of CTI event, such as phone call or chat. appname The desktop manager name to be used for this pop-up simulation. ani The automatic number identification (ANI) or callers phone number. dnis The DNIS or dialed number. All remaining parameters will be passed as parameters to the … Continue reading USD – InvokeCTI Action