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In Unified Service Desk, the out of the box Left and Right panel are not resizable to the USD user. I.e. if they zoom over the divider with their cursor, they will not be able to resize the panel in real-time: To allow the user to do this, we can change the USD panel layout. Go to Unified Service Desk configuration in Dynamics 365 and Hosted Controls. Select Custom Panel: … Continue reading Resizable USD Panels with WPF Splitter
In Dynamics 365, you can easily add which users have the App for Outlook. To do this, go to Settings->Dynamics 365 App for Outlook: You will see this page: Click on Edit settings to set the ability to automatically add the app to Outlook: Note to use the app, users will need to have: Use Dynamics 365 App for Outlook privilege in their assigned security role Server-side synchronization set up … Continue reading Dynamics 365 Add App to Outlook Users
We will continue on from a previous post to show how to use SetWindowPos. In our app, we are embedding a console app into WPF. However, we are not setting the window position, so it defaults to where the window is: To set the position, use SetWindowPos. We will set the coordinates to 0, 0 and use Win32API.SWP_NOSIZE to ensure the window isn’t resized: Win32API.SetWindowPos(cmdProcess.MainWindowHandle, Win32API.HWND_TOP, 0, 0, -1, -1, … Continue reading Win32API SetWindowPos Example
In this post we will look at how to embed a Console App into a WPF application. We will do this utilizing the Microsoft User Interface Integration Framework, which is used with Unified Service Desk integrations. In this example we will work outside of USD, but this can be also applied to USD. Create a new WPF App project: You will see: Add the assemblies: WindowsFormsIntegration System.Windows.Forms Note the default … Continue reading Embedding a Console App in WPF with WinAPI, UII and Windows Forms Integration
A quick view form is a way to display more information to the user from another entity selected on a form, e.g. through a lookup. Here we will go through an example. Let’s say you have an order and you want to see more information regarding the customer: To create a quick view form, go to the entity and select under forms New->Quick View Form: You will see the screen … Continue reading Dynamics CRM Quick View Forms
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 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
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
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: [sourcecode language=”JavaScript”] if(window.IsUSD == true) { alert("Running from USD"); } else { alert("Not running from USD"); } [/sourcecode] And run it within Dynamics 365, we will see: And in USD:
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