Software + Imagination
Hosted Controls in USD are .NET components, external applications, Dynamics 365 or external web pages that arer hosted within the USD application. They are one of the primary elements of USD. Let’s take a look at some hosted controls installed in the USD application. Go to Settings->USD and select Hosted Controls: You will see a list of controls: With the ability to change the view to display other hosted control … Continue reading USD Hosted Controls
There are a few ways to find out the Unified Service Desk version that is installed. For the Client, in Windows under Programs and Features, you will see Unified Service Desk. To the right, you will see the version number: Also, logging into USD will display the USD splash screen with the version number: After logging in, you may have the option to open the About window. To do this, … Continue reading Finding the USD Version
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
The Relationship Assistant is a feature of Relationship Insights in Dynamics 365 that tracks activity and provides intelligent feedback to the Dynamics 365 user. To configure it, go to Settings->Relationship Insights: Select Relationship Assistant and click to enable. Note the options available: Now, we will show how this is used. When a customer sends you an email, you will be able to go into the contact record and see the … Continue reading Relationship Assistant in Dynamics 365
To install Live Assist for Dynamics 365 by CafeX, go to your Dynamics 365 Administration Center. You will see Live Assist. Click Manage: Click Accept: Click Submit: You will see the following message: Once installed, you will see the welcome message: Log into the portal at:Â https://admin.eu1.liveassistfor365.com/portal/ The welcome email includes links to a YouTube video:
Activities in Dynamics 365 consist of: Task Email Appointment Phone Call Letter Fax Service Activity Campaign Response Approval Booking Alert Let’s look at the first of these. First, go to Activities located in each of the Dynamics 365 areas, under My Work: You will see the view below: Before beginning, note the ability to synchronize this with Outlook as well. Under system settings, enable synchronization of Appointments, Contacts, Tasks: Task … Continue reading Activities in Dynamics 365
Auto Capture in Dynamics 365 is a feature of Relationship Insights that automatically captures information from your email that can be applied to Dynamics 365 records. To enable it, go to Relationship Insights and set Auto Capture to Yes: Next, go to Settings->Relationship Insights: Select Continue: Go to the Auto Capture tab and turn on. Click Save: Now, on an Account record, I have a primary contact. I receive … Continue reading Dynamics 365 Auto Capture
First, create a new console app: Next, add: using System.Diagnostics; Notice the Event Viewer in Windows has several areas: Windows Logs, which are: Application Security Setup System Forwarded Events And within each log, there are: Keywords Date and Time Source Event Id Task Category To write to the application log, use the code: static void Main(string[] args) { string Event = “Application has started”; using (EventLog eventLog = new EventLog(“Application”)) … Continue reading Write to Windows Event Viewer from C#
Here we will use the OData Connected Service to connect to an OData feed from Visual Studio 2017. First, install the extension. Select Tools->Extensions and Updates: Select Online and search for OData Connected Service: Restart Visual Studio to complete the install. Create a new Visual Studio console app: Right Click and select Add->Connected Service: Select OData Connected Service: We will connect to: Â https://services.odata.org/V4/Northwind/Northwind.svc/. The service looks like: Enter the service … Continue reading OData Connected Service in Visual Studio 2017