Software + Imagination
To create users in Dynamics 365, sign in to the Office portal and Add a User: Enter the user information and assign a license: The user will be added with a password displayed and the option to send the user an email. Now, from Dynamics 365, the new user will appear under Users. Note this may take a few minutes to appear: You can now assign security roles to allow … Continue reading Creating Users in Dynamics 365
In Windows, you may need to uninstall a program from the command prompt. For example, the application may install under Add or Remove Programs like below (note this actual app doesn’t install like this but I am simulating). Note how the Modify and Uninstall are greyed out: To uninstall this program, note the name of the application above, e.g. Unified Service Desk Client. We will use WMIC to uninstall. Open a … Continue reading Uninstalling a Program from Command Prompt in Windows
You can backup and restore Dynamics 365 databases through the Dynamics 365 Admin Center. To do this, go to the Admin Center and select Backup and Restore: Choose the organization to back up and select New backup: Enter a label and any notes and click Create: You will see the backup listed with a Creating status: Once complete the status will be Available. From here you will be able to … Continue reading Backup and Restore Dynamics 365 Databases
Dynamics 365 releases updates at different frequencies depending on the type of the update. Minor updates may occur during any given month. This includes updates to the service but not the database. Alerts are provided in the Admin Message Center and through email. The updates will occur automatically. Set monthly updates, which may include database changes. These will be tracked by a knowledge base article and the set time of … Continue reading Dynamics 365 Online Release Cycle
To install Relationship Insights, go to the Dynamics 365 Administration Center. Select Dynamics 365 Relationship Insights and click Manage: You will see the screen below. Select your Dynamics instance and click to install: You will see the message below:
To delete a Virtual Machine in Azure, log into https://portal.azure.com/ and select Virtual Machines. Select the machine to delete and click Delete: You will see below. Type yes to confirm the delete and press Delete:
Let’s say you would like to close a Dynamics 365 activity through USD. There is an action in the CRM Global Manager called CloseActivity that makes this very easy. Let’s say we have the following activity in Dynamics 365, which is of type Phone Call: We can set the state and status code/reason based on the values here: State/State Code Status Code/Reason 0 : Open 1 : Open 1 : … Continue reading Unified Service Desk – CloseActivity Action
Object-Relational Mapping, or ORM, is a way of allowing you to access data in your database in the form of objects in your code. It is essentially a piece of code that sits alongside your code, and from there you can access database objects such as tables in the form of code objects. As it says, you can essentially break it down to mapping of objects to a relational database. … Continue reading Intro to Object Relational Mapping (ORM)
In this post, we will create a console app that performs a CRUD operation on Dynamics 365. In Visual Studio, create a new Console App: You will see: Add Microsoft.CrmSdk.Xrm.Tooling.CoreAssembly using NuGet: Code: [sourcecode language=”CSharp”] using System; using System.Collections.Generic; using System.Linq; using System.Text; using System.Threading.Tasks; using Microsoft.Xrm.Tooling.Connector; using Microsoft.Xrm.Sdk; using Microsoft.Crm.Sdk.Messages; using Microsoft.Xrm.Sdk.Query; namespace Carl.Dynamics365CRUD { class Program { static void Main(string[] args) { try { var connectionString = @"AuthType … Continue reading Dynamics 365 – Create, Retrieve, Update, Delete Console App
In USD, when a new session is opened, the user by default sees the words “New Session” on the tab: Under our Context parameters, we can see there is a SESSIONNAME parameter, which is blank: We can set this parameter when a session opens by creating a new Session Line of type Session Name. Here we are setting the title to be the title of the case that is loaded … Continue reading Setting Session Name in Unified Service Desk