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In Unified Service Desk, you may want to display 2 hosted controls within the same USD tab at the same time. For example, let’s say USD loads and displays 2 hosted controls showing Google and Bing – the user can only see one hosted control at a time: We will go through setting this up so the hosted controls are side by side, i.e. a vertical split, and then change … Continue reading Split USD Layout to Display Multiple Controls
The ExecuteOnExpressionTrue action in USD is useful if you would like to check conditions before executing actions. For example, let’s say we have a navigation rule that opens a contact. If the contact’s city is New York, we want to open a website for the nyc.gov. To do this, we will create an ExecuteOnExpressionTrue action on opening of the contact (BrowserDocumentComplete event). The ExecuteOnExpressionTrue does not exist for this contact entity, so we … Continue reading Unified Service Desk – ExecuteOnExpressionTrue Action
When navigating to https://powerapps.microsoft.com/, users will see a link to sign in on the top right. Click Sign In: From here, users will be directed to the PowerApps landing page. Here you will see several links, including: Home Learn Apps Data Business Logic Notifications Let’s look at each. Home Learn Apps Data This contains additional options for Entities, Option Sets, Data Integration, Connections, Custom Connectors, Gateways: Business Logic (Flows) Notifications Design … Continue reading PowerApps Landing Page Tour
In this post we will show how to debug JavaScript through the developer console. We will do this example in Chrome, and it works in similar ways for other browsers. Consider the example where we have an HTML file with an embedded JavaScript function called HelloWorld(): Running this simply produces an alert: Now let’s open the debugger by pressing F12, and put a breakpoint on the code at line 6: … Continue reading Debugging JavaScript Functions Through Console
A common scenario with plugins is they will be developed in one environment, then tested in another environment and then deployed to production for use. Here we will show how to deploy the plugins across different environments. Let’s say we have a plugin that updates the description of an opportunity when it is created that we want to deploy from a dev environment to a QA/test environment. First we will … Continue reading Deploying a Plugin Across Different Dynamics 365 Environments
In Unified Service Desk, there is the concept of Entity Search. These allow you to query Dynamics 365 through FetchXml in order to retrieve data. You can use Entity Search in Windows Navigation Rules and in the DoSearch action of the CRM Global Manager. You can also call Entity Search through code. Entity Search is useful to retrieve data that is not currently on the USD form, but exists in … Continue reading Unified Service Desk – Entity Search
In Dynamics 365, entities contain the fields StateCode and StatusCode. If we create a new entity, we can see the statecode (display name Status) and statuscode (display name Status Reason) fields are automatically created: We can also see the types of these fields are Status and Status Reason respectively. Let’s look at the Status field. We can see it is of type Status, but we do not see any values … Continue reading Understanding StateCode, StatusCode, Status and Status Reason in Dynamics 365
The Unified Service Desk SetWindowProperty action allows you to set the Window state of a USD application. To use it, we will create an action that runs off DesktopReady, so it will run with USD loads. Go to DesktopReady: Create a new action call. Note the options for SetWindowProperty are: maximized minimized normal We will be setting USD to be maximized on load: Start USD. It will now be loaded … Continue reading USD – SetWindowProperty Action
Salesforce Trailhead is a free online training site to learn Salesforce. To access the site, go to: https://trailhead.salesforce.com and click Sign Up or Login on the top right: Signing up will take you through a sign up process: Selecting Login will prompt you with options to log in using Salesforce, Facebook, Google+ or LinkedIn: You will be taken to the login page: Selecting Trails will take you to various guided learning … Continue reading Signing Up For and Using Salesforce Trailhead to Learn Salesforce
In Dynamics 365, some entities contain the ability to activate and deactivate records. For example, with Accounts: Clicking Deactivate will raise an alert that will prompt the user to Confirm Deactivation: Which then changes the status of the item to Inactive: We can add JavaScript code to the OnSave event of this entity that will tell us when a record status has changed to activated or deactivated. For example: Edit … Continue reading Dynamics 365 – Running JavaScript on Activate and Deactivate