Software + Imagination
In this post we will look at converting a task in Dynamics 365 to a case or opportunity. First, we will create a new task: Let’s convert this to an Opportunity: Note the options such including selecting a customer. Click Convert: The task is now an opportunity: Let’s create another task: This time we will convert to Case: Note the options. Click Convert: The new case will open:
jQuery is a popular JavaScript library that is very useful with JavaScript development. It contains many benefits and features, including: It’s cross-browser It has selectors It works with events Ajax support 3rd party plugins from developers To install, go to https://jquery.com/ and select the version you would like to download: If you need support for Internet Explorer versions 6-8, Opera 12.1x, or Safari 5.1x you will need jQuery 1.x. Otherwise, you … Continue reading jQuery Introduction and Hello World
Customer Service Hub for Dynamics 365 is a Dynamics 365 version 9.0+ upgrade of the Interactive Service Hub. The new Customer Service Hub is built on the Unified Interface for Dynamics 365 that is designed to provide a consistent experience across devices such as browsers, tablets and phones. To select the CSH, in your organization click on Dynamics 365 and then All Apps: Then select Customer Service Hub: Alternatively, from https://home.dynamics.com … Continue reading Dynamics 365 – Introduction to Customer Service Hub
In Dynamics 365, plugins have the concept of “depth”. This is how many times the plugin is firing based on certain events. The depth is part of the plugin context. Let’s go through an example of how plugin depth works. Create a new class library in Visual Studio: Add some code to check the depth: [sourcecode language=”CSharp”] using System; using System.Collections.Generic; using System.Linq; using System.Text; using System.Threading.Tasks; using Microsoft.Xrm.Sdk; using … Continue reading Dynamics 365 – Understanding Plugin Depth
To install SoapUI, go to https://www.soapui.org/downloads/soapui/ and select Download SoapUI Open Source: This downloads the file below. Open it: Click Next: Click Next: Click Next: Click Next: Click Next: Click Next: Click Finish: SoapUI will now open: To test it working, let’s go to File->New SOAP Project: Enter the WSDL Url – http://www.dneonline.com/calculator.asmx?wsdl: The WSDL looks like this: And we can send a request and get a response:
In a previous post, we looked at the Task Parallel Library. In this post we will look at Await and Async in C#. In our previous example, when clicking a button we will wait 5 seconds, then display a message to the user, and without locking up the UI. We will tell our function that it will run asynchronously using the async keyword, and use await to tell the compiler … Continue reading C# – Await and Async
In this post, we will look at how to programmatically add an OnChange script in Dynamics 365 Power Apps, so when a user tabs off a field, the script is run. First, when we tab off a field, such as this fax field on the account record, we would like our script to run: Without doing this programmatically, we would select the field and select Change Properties: Then go to … Continue reading Adding an OnChange Script Programmatically in Dynamics 365 Power Apps
In this post we will upgrade to USD 3.3. Below, under Settings->Solutions, we can see the versions for the USD solution and the UII solution: Download the latest USD package 3.3 package. We will first run the Package Deployer: Run the Package Deployer: Click Continue: And Continue: And select Unified Service Desk – Upgrade: Click Next: Click Next: Click Next: Click Next: Once complete, we will see the solutions have … Continue reading Upgrading to USD 3.3
ExecuteTransaction can be used in Dynamics 365 to execute requests as a transaction. Here’s some sample code: [sourcecode language=”CSharp”] using System; using System.Collections.Generic; using System.Linq; using System.Text; using System.Threading.Tasks; using Microsoft.Xrm.Tooling.Connector; using Microsoft.Xrm.Sdk; using Microsoft.Crm.Sdk.Messages; using Microsoft.Xrm.Sdk.Query; using Microsoft.Xrm.Sdk.Messages; using System.ServiceModel; namespace Carl.Dynamics365ExecuteTransaction { class Program { static void Main(string[] args) { try { var connectionString = @"AuthType = Office365; Url = https://yourorg.crm.dynamics.com/;Username=your@email.com;Password=yourpassword"; CrmServiceClient conn = new CrmServiceClient(connectionString); IOrganizationService service; … Continue reading Using ExecuteTransaction in Dynamics 365 C#
Let’s look at how we can use the Xrm.WebApi to update a record. Let’s use the Account entity, where we have a field called My New Field (new_mynewfield): Here’s the update script: [sourcecode language=”CSharp”] var data = { "new_mynewfield": "TEST" } var Id = Xrm.Page.data.entity.getId().replace("{", "").replace("}", ""); Xrm.WebApi.updateRecord("account", Id, data).then( function success(result) { console.log("Success"); }, function (error) { console.log(error.message); } ); [/sourcecode] We can run this in the browser console … Continue reading Update a Record using Xrm.WebApi