Software + Imagination
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: This produces: With the record before being deleted:
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
In this post we will look at how to retrieve a record using Retrieve Multiple, then update the record. The example is, we are working with a customer and we need to find their record in an app using their first name, last name and email address. We then want to update their record with a new phone number. Create a new Console App: Add XrmTooling: Add the code: After … Continue reading Dynamics 365 Retrieve and Update using C#
In Unified Service Desk, you can set the size of a hosted control using the SetSize action. To demonstrate this, we will set the size of a Dashboard hosted control of type CRM Page that loads when USD loads. Create an action call using the SetSize action. You can see we need to provide the width and height. If we set the width and height to something small so we … Continue reading USD – SetSize
The CopyToContext action in USD allows you to copy data and variables to the context. For example, in the debugger, we can see several context replacement parameters: We can select the CopyToContext action from the CRM Global Manager in order to override the existing activitiescomplete parameter. We will change it from false to true. Refreshing the variables shows the new value: We can also create new parameters this way, in … Continue reading Unified Service Desk – CopyToContext Action
To assign roles to your apps in Dynamics 365, go to Settings->My Apps: Select the ellipse next to your app and you will see Manage Roles: From here, you can set the app URL and the roles assigned to the app:
To use the Dynamics 365 Diagnostics Tool, add /tools/diagnostics/diag.aspx to your environment URL, e.g. This will bring up the page: We can see the data points include: Latency Test Bandwidth Test Browser Info IP Address JavaScript Array Benchmark JavaScript Morph Benchmark JavaScript Base64 Benchmark JavaScript Dom Benchmark Organization Info Click Run. We get information returned, which can help us troubleshoot issues with Dynamics 365.
Panel Layouts are a type of hosted control in USD that defines the arrangement of panels, which is the layout of your USD application. Selecting Unified Service Desk->Hosted Controls, you can see we have a Panel Layout hosted control defined: Selecting the panel, you can see the XAML associated with the layout: Within the XAML, you can see panel types such as USDTabPanel, USDDeckTabPanel, USDStackPanel, USDCollapsePanel, USDPopupPanel, and panels, including: MainPanel LeftPanelFill RightPanel … Continue reading Panels and Layout in USD