Posts

To access Interactive Service Hub (ISH) for Dynamics 365, navigate to Settings and under Application, click on Interactive Service Hub: If this is not in the sitemap, you can navigate directly to the Interactive Service Hub page by adding engagementhub.aspx to your Dynamics 365 URL, for example https://yourorg.crm.dynamics.com/engagementhub.aspx. This will open a page that loads ISH: You may see a message such as “Your browser’s effective resolution is lower than the recommended”: … Continue reading Accessing Interactive Service Hub for Dynamics 365

When closing opportunities in Dynamics 365, we can determine how the actual revenue field is calculated, whether it is system calculated (by adding quote amounts) or user calculated (entered manually). Here we will go through how this works. First, open the Opportunity entity in Customizations and open the field isrevenuesystemcalculated. You will see there is a default option for either System Calculated or User Calculated. Change the value to System … Continue reading Opportunities and Calculating Revenue in Dynamics 365

In this post we will go through installing Field Service for Dynamics 365 Online. Go to App Source and refine by product Dynamics 365: Scroll down and you will see Dynamics 365 for Field Service: Click on Free Trial: You may be prompted to enter your email address: Click Continue: Click to Agree: Now in the Administrator Portal you will see Field Service. Click Install: And Install: The status will … Continue reading Installing Field Service for Dynamics 365 (Online)

The Iconator is a plugin for the XrmToolBox from MsCrmTools that manages icons for entities. To use it, open the XrmToolBox and open Iconator: Click Load Entities and Images. You will see: Click Add Images. Here you can add new web resource images to a solution: Select an image and click Map, then Apply and Publish: The entity image will be updated:      

In Dynamics 365, when a plugin is executed, we can determine the query type that caused the plugin to fire through the IPluginExecutionContext in Microsoft.Xrm.Sdk. In the example below, if we run create a simple plugin that runs on RetrieveMultiple, and display Active Accounts in the Dynamics 365 user interface, our plugin execution context will contain in the InputParameters a key for Query. The value of the key shows it … Continue reading Dynamics 365 – Plugin Execution Query

In Dynamics 365, we can open Quick Create forms through JavaScript. Through Xrm.Utility, we can call openQuickCreate. This takes the parameters: Xrm.Utility.openQuickCreate(entityLogicalName,createFromEntity,parameters).then(successCallback, errorCallback); From the documentation, we can see the parameters required: Name Type Required Description entityLogicalName String Yes The logical name of the entity to create. createFromEntity Lookup No Designates a record that will provide default values based on mapped attribute values. A lookup object has the following String properties: entityType: … Continue reading Opening a Quick Create through JavaScript

Email Engagement is a feature of Relationship Insights in Dynamics 365 that helps salespeople with how customers are interacting with emails sent from Dynamics 365. To enable it, go to Settings->Relationship Insights: Click on the Email Engagement: You may see this message: Click to turn on Email Engagement: Now, create a new email in Dynamics 365. Note the email must originate in Dynamics 365 as opposed to Outlook. You will … Continue reading Email Engagement in Dynamics 365