Posts

Dynamics 365 Interactive Service Hub

Interactive Service Hub is a feature in Dynamics 365 designed specifically for optimized customer service. Interactive Service Hub can be accessed by going to Settings->Interactive Service Hub: This will open: You can change the dashboard: And the time frame: Select charts: And apply filters: Selecting a case opens: You can switch the view from stream view to tile view: Change the view to My Knowledge Dashboard: The following entities are … Continue reading Dynamics 365 Interactive Service Hub

Dynamics 365 Hierarchies

Dynamics 365 has functionality for hierarchies. This is useful when you have records that fall into a parent-child scenario, such as accounts and parent accounts. We will go through setting up these hierarchies in Dynamics 365. If you navigate to an entity such as the Account entity, you will see a Hierarchy Settings section. This displays the hierarchy if one has been set up: Editing the Account Hierarchy, we see … Continue reading Dynamics 365 Hierarchies

Sharing Personal Charts in Dynamics 365

When you create personal charts, you can share them with other users. To do this, first ensure the user is assigned a security role with the User Chart set. Open the security role and go to Core Records. For User Chart, select the required permissions, i.e. create, read, write, and especially share: Now, we will create a personal chart. Select the ellipse and Share: Assign the chart permissions.  You can … Continue reading Sharing Personal Charts in Dynamics 365

Checking for USD with window.IsUSD

To check from JavaScript if Dynamics 365 is being accessed from within the USD application or not within the USD application, use the window.IsUSD property. For example, if we add the code: And run it within Dynamics 365, we will see: And in USD:  

Creating a Template in Visual Studio

In this post, we will go through creating a project template in Visual Studio. First, open Visual Studio, and create a new project. I will base my project off the Console application, so I will select Console App: You will see: Add some packages, for example, NewtonSoft.Json and EntityFramework. Let’s add a lower version than the current version for one of the packages so we can also demonstrate what happens … Continue reading Creating a Template in Visual Studio

Dynamics 365 Mobile Apps

In Dynamics 365, there are mobile apps you can download and use for your tablet and phone. To download the apps, head to the app store for your device: Windows Apple iOS Android Install the app, and you will be presented with a login screen: Enter the URL to your organization. You will see a welcome message: And you will then be able to enter your username and password At … Continue reading Dynamics 365 Mobile Apps

Setting and Using Entity Images (Pictures) in Dynamics 365

In Dynamics 365, we can set the image of certain entities, for example below we can see there is a photo of a contact record: Only certain out of the box entities can have entity images. These are below. Note the asterisk means enabled by default: Account * Campaign Competitor * Connection Contact * Contract EmailServerProfile Goal Incident Invoice KbArticle Lead * Mailbox Organization OpportunityProduct Product * Publisher * Queue Resource … Continue reading Setting and Using Entity Images (Pictures) in Dynamics 365

Unified Service Desk – RunXrmCommand Action

In Unified Service Desk, the RunXrmCommand command allows Dynamics 365 SDK JavaScript to be injected into a 365 form. For example, let’s say a Case is opened in a session in USD. Let’s say the description is blank and we would like to populate it: To do this, we can create an action in USD: Open USD and this field will be populated:  

Introduction to using JavaScript in Dynamics 365

Dynamics 365 can be extended using JavaScript, or specifically JScript, Microsoft’s naming of the language. JavaScript can be used on different events in Dynamics 365, including: Opening of forms, by adding a JScript Web Resource to the form and then having it run OnLoad. Saving of records on forms, by adding a JScript Web Resource to the form and then having it run OnSave. On a field changing, by by adding … Continue reading Introduction to using JavaScript in Dynamics 365

Automatic Shutdown of Azure VMs

Azure Virtual Machines have a feature to configure automatic shutdown of the machine. This can be useful to save Azure resources. To enable this, go to your Azure Virtual Machine in the Azure Portal. You will see Operations->Auto Shutdown. Here you can enable or disable this feature, as well as set a time and notification for the shutdown: