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To create a formula in North52, go to Settings->N52 Formula: The following window will open. Click New: This will open: We will create a new AutoNumber formula. Select AutoNumber from the formula type: We will add this to the Account entity and keep the editor as Classic. Click Create on the bottom right: This opens the window below. Note the events you can run this on: Let’s say we want … Continue reading Creating a North52 AutoNumber Formula
North52 creates 2 security roles: North52 Formula Manager – Administrator North52 Formula Manager – Standard The main security privileges aare to the N52 Custom Entities. Below is the Administrator role: And the Standard role: According to North52 documentation, “As a requirement all users of the system should have at least one of these roles assigned.” The Admin role is for users who want to create, update and delete formulas, and … Continue reading Configuring North52 Security
To install North52 Business Process Activities, first go to their website: https://www.north52.com/ Select Business Process Activities and Download North52 BPA: Complete the form to request a download: You will receive an email. Click on the link to download the solution file. Go to Settings->Solutions->Import: Select the file to import: Click Next: Click Import: The solution will import: The solution will appper in the Solutions list. Click to open it: Click to … Continue reading Installing North52 Business Process Activities
Dynamics 365 is able to post messages to cloud apps listening on the Azure Service Bus. Here we will go through setting this up and posting a message. First, log onto Azure Portal. Select New and search for and select Service Bus: Click Create: Provide the namespace information and click Create: Open the Service Bus and select Queues: Add a Queue: Enter a name and click Create: Open the … Continue reading Azure Service Bus Messaging with Dynamics 365 Plugin
The Ribbon Workbench tool (built by @ScottDurow) can be used within XrmToolBox. First, open XrmToolBox and install Ribbon Workbench: You will see: Opening the app displays the Ribbon Workbench:
Data Transporter is a 3rd Party plugin for the XrmToolBox that transfers data between Dynamics 365 organizations. To use it, install the plugin: You will see below. Select a source and destination organization. Note the options for Create, Update and Delete: Select the entity to move records across: Click Transfer Data: Records will then be created/updated/deleted in the target system.
Here we will go through an example of running a LINQ query with Dynamics 365. First, create a new console app. Add the following assemblies to connect to Dynamics 365: Microsoft.Xrm.Sdk System.ServiceModel Next, add some code. We will first connect to Dynamics 365 using the Organization Service Proxy. From there, we will call EnableProxyTypes. We can then run our LINQ query, which return the name of all accounts: [sourcecode language=”csharp”] … Continue reading Running a Linq Query with Lambda Expressions in Dynamics 365
You may have a scenario where you have a table on your webpage and you would like to add an event through JavaScript to capture when a user double-clicks on a row. Let’s say we have an HTML table, like below: Code: Now, let’s add click event to this. Let’s say when a user clicks, we want to display the row number they are clicking on. Add a reference to … Continue reading Double-Click and Click Table Row using JQuery
In Unified Service Desk, we have the ability to call Events from JavaScript. Here we will go through an example. In our USD, when an Incident is selected from a Dashboard, it starts a new session. Let’s say when an incident is opened, and the user enters something in the description field. For example, if the title of the incident is “User cannot log into CRM”, the agent might type … Continue reading Call an Event in USD from JavaScript
In Unified Service Desk, there are 2 actions that deal with CRM pages – New_CRM_Page and Open_CRM_Page. Here we will go through an example of using each of these. In our example, in USD when we click on a contact record, a session starts. We will add 2 actions to the BrowserDocumentComplete event of the contact. The first action will be New Lead. When a contact record loads, we will … Continue reading New_CRM_Page and Open_CRM_Page in USD