Posts

Clear Data Parameters in Unified Service Desk

In Unified Service Desk, you may want to clear out Data Parameters as an action. Let’s say in your debugger, you have the following data parameters: If you want to clear out Account, you can do this using the ClearDataParameter action in CRM Global Manager. We can run it as: On refreshing, we can see the Account is no longer available: You can also pass, for example, name=Account#account.

Unified Service Desk Displays IE Event Window on Clicking Links

In Unified Service Desk, when clicking on links, you may encounter an issue where an Internet Explorer window is opened outside of USD, and the link looks something like http://event/?, e.g. http://event/?eventname=handleNavigateRequestCallback: This may also be preventing USD from running events and actions, so you would see unexpected behavior. To resolve this, you will need to change your IE security settings. Open up Internet Explorer and go to Internet Options: Ensure Protected … Continue reading Unified Service Desk Displays IE Event Window on Clicking Links

Calling a Dynamics 365 Workflow through JavaScript

In Dynamics 365, you may want to call a workflow directly from JavaScript. This can be achieved using the WebAPI. Let’s say we have a workflow as follows, that creates a task on the account: For the sake of the demo, we will hardcode the Workflow Id and Account Id. Copy the Workflow Id from the URL: Now create an account: Get the Id of the account: Now the code. … Continue reading Calling a Dynamics 365 Workflow through JavaScript

Check if a Dynamics 365 Field is Empty using JavaScript

To check if a Dynamics 365 field is empty, you can use: if(Xrm.Page.getAttribute(“fieldname”).getValue() == null) For example, if you wanted to check if the fax number field on the Account record is empty, first open the form and find the field name: Get the field name: Now if we add the following script to the loading of the account form: [sourcecode language=”JavaScript”] function AccountOnLoad() { if(Xrm.Page.getAttribute("fax").getValue() == null) { alert("Fax … Continue reading Check if a Dynamics 365 Field is Empty using JavaScript

Add Background Processes to Process Sessions in D365 Form

In Dynamics 365, you can view a history of processes on each record form. However, this may not be available on a given entity out of the box. We will do this on the Account form. First, open the form in design mode and click on Process Sessions: This will display available options, including Background Processes. Note you can also enable the real-time Process Sessions option here: Drag Background Processes … Continue reading Add Background Processes to Process Sessions in D365 Form

Releasing and Assigning Queue Item Behavior in Dynamics 365

In Dynamics 365, we can use queues to process records such as cases. In this post, we will look at the life cycle of a queue item. Let’s start with our queue. We have a queue called Test Queue. This is a public queue, so everyone has access to it: Let’s add a case to this queue. We have a case below, that is owned by MOD Administrator. Click Add … Continue reading Releasing and Assigning Queue Item Behavior in Dynamics 365

View Workflow Process History in Dynamics 365

In Dynamics 365, once you have created a workflow, you can view the workflows that have run against records. Let’s say we have a workflow that runs on an Account, which creates a Task on creation. There are a few ways to check this workflow. Note this workflow is set up as a background workflow. First, go to System Jobs. Filter by Started On: We can also filter the entity … Continue reading View Workflow Process History in Dynamics 365

Dynamics 365 – Plugin Quick Code

The following is a code snippet to get a plugin up and running quickly. In NuGet, add: Microsoft.CrmSdk.CoreAssemblies [sourcecode language=”CSharp”] using System; using System.Collections.Generic; using System.Linq; using System.Text; using System.Threading.Tasks; using Microsoft.Xrm.Sdk; using Microsoft.Xrm.Sdk.Query; namespace Carl.PluginName { public class PluginName : IPlugin { public void Execute(IServiceProvider serviceProvider) { IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext)); IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory)); IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId); ITracingService tracingService = (ITracingService)serviceProvider.GetService(typeof(ITracingService)); } } } [/sourcecode]   sdsd

Looking at the Dynamics 365 WebApi through Browser URL

The Dynamics 365 WebApi can be accessed through a web browser. This can be useful if you are writing code and want to see what the WebApi is returning. To access the WebApi, go to your Dynamics 365 instance and the version of the WebApi you would like to access. For example, to access the 9.0 WebApi, the url would be: https://yourorg.crm.dynamics.com/api/data/v9.0/ You can see this returns a list of … Continue reading Looking at the Dynamics 365 WebApi through Browser URL

Using a North52 Button in Dynamics 365

North52 has a Quick Button App that allows you to add buttons to Dynamics 365 forms. In this post we will go through adding one of these buttons. First, install the North52 Quick Button App. Next, we will create a formula that sets a field on the Account. We will set the Description field of an Account to “Important customer”. Note there are many better uses for North52 formulas but … Continue reading Using a North52 Button in Dynamics 365