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Signing Up For and Using Salesforce Trailhead to Learn Salesforce

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

Dynamics 365 – Running JavaScript on Activate and Deactivate

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

Using the Unified Service Desk Generic Adapter for CTI

Unified Service Desk contains functionality for Computer Telephony Integration (CTI). Here we will go through an example of using the USD Generic Listener with a sample application to simulate an incoming phone call. To set up the generic listener, go to USD in Dynamics 365 and create a new Hosted Control. To install the phone call simulator, go here and download the Sample CTI application: Extract the files, and you will … Continue reading Using the Unified Service Desk Generic Adapter for CTI

Unified Service Desk – Pause Action

In Unified Service Desk, the Pause action pauses the execution of an action without blocking message processing. This is useful if you are waiting for the application you are integrating with to complete a task. Here we will go through an example of using this. Let’s say we have a hosted control of type CRM Page. We would like to display a web page, wait for 10 seconds, then display … Continue reading Unified Service Desk – Pause Action

Checking IsDirty in Dynamics 365 using JavaScript

In Dynamics 365, a user may change field values on a form. A common development requirement is to determine if the form is in a “dirty” state. Here we will go through an example of how to check for this using Xrm.Page. We will check if any fields on the account record have changed. We will run our check by pressing a Submit button in the toolbar, before and after … Continue reading Checking IsDirty in Dynamics 365 using JavaScript

Deploying USD Customizations to Client Workstations

In Unified Service Desk, after you create customizations such as custom hosted controls, you will need to deploy these to each USD workstation so every user has the latest code. You could do this manually, copying the code to each workstation, or you could take advantage of the automated customization deployment functionality within USD. First, go to https://blogs.msdn.microsoft.com/usd/2015/11/19/customization-files-in-unified-service-desk/ and download the USDCustomizationPackageCreator.zip file. Note this is an unsupported method of generating the customization … Continue reading Deploying USD Customizations to Client Workstations

Dynamics 365 Developer Guide (the new SDK)

The Dynamics 365 Customer Engagement Developer Guide is an online guide from Microsoft that is the new format of what was previously the Dynamics 365 SDK. To access the Developer Guide, go to: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/developer-guide From here, you can download tools using Nuget and PowerShell that were previously part of the SDK download. These include: Code Generation Tool Configuration Migration Tool Package Deployer Plug-in Registration Tool Solution Packager Tool To download the … Continue reading Dynamics 365 Developer Guide (the new SDK)

JavaScript – Scroll to Top

In a scenario where we need to scroll to the top of a web page, we can use JavaScript’s scrollTo. Consider the scenario where there is a page filled with text, and the scroll bar appears. With a scroll button at the bottom: We can add the following code to set the window to it’s x/y coordinates: window.scrollTo(0,0); Full code: When clicking the button, the page will scroll to the … Continue reading JavaScript – Scroll to Top

Web Resources Manager in XrmToolBox

The Web Resources Manager is a 3rd party XrmToolBox plugin from MsCrmTools that is useful for managing web resources in Dynamics 365. To use it, open the XrmToolbox and select Web Resources Manager: You will see: Select Load Web Resources: Select the resources to load: Resources will load. Note the hierarchy of resources is displayed in a tree structure: Selecting a resource will display it: Note the option for beautifying, … Continue reading Web Resources Manager in XrmToolBox

XrmToolBox Metadata Browser

The XrmToolBox Metadata Browser is an XrmToolBox plugin tool from MsCrmTools that allows you to browse metadata in the Dynamics 365 application. To use it, open XrmToolBox and select Metadata Browser: Opening the tool will display several attributes of an entity: You can add and remove these columns by selecting Columns. Selecting an entity will display it’s details: And attributes: As well as: Keys Relationships Privileges The source code is … Continue reading XrmToolBox Metadata Browser