Posts

Closing an Opportunity in Dynamics 365

Here we will go through closing an opportunity in Dynamics 365. First we will create an opportunity. To do this, go to Sales->Opportunities: This will open the opportunities: Select New to create a new opportunity: Enter new products: Notice the options for Close as Won and Close as Lost. Clicking Close as Lost, we see: The status reason has the options: We can also select the actual revenue and competitor. … Continue reading Closing an Opportunity in Dynamics 365

Azure Cloud Shell

Azure Cloud Shell is an interactive shell for Azure, which allows you to manage your Azure resources. This is useful in that you don’t need to install other tools to run commands – you can do it directly from within a browser. The tool currently supports Azure CLI 2.0. To access the cloud shell, log into portal.azure.com and select the Cloud Shell icon on the right: The browser will then … Continue reading Azure Cloud Shell

Dynamics 365 Automatic Email Tracking

Emails in Outlook can be automatically tracked in Dynamics 365. To set up email tracking, go to System Settings and select the Email tab: Here you will see options on how emails will be tracked: This includes: Folder level tracking. Once rules are set up, exchange folders will automatically track email messages Correlation. Depending on certain conditions, emails will automatically be tracked. There are 2 ways emails can be correlated: Using a … Continue reading Dynamics 365 Automatic Email Tracking

Overriding RetrieveMultiple Pattern to Integrate with Other Systems – D365

UPDATE: If you’re using Unified Interface Apps, check out this updated post: https://carldesouza.com/overriding-the-retrievemultiple-integration-pattern-updated-for-unified-client-interface/ There are different ways to integrate data with Dynamics 365. In this post, we will look at overriding the RetrieveMultiple through a plugin so we can display data from a 3rd party system on a form in Dynamics 365. Let’s say for our accounts, we would like to link to a retail sales database to pull in products … Continue reading Overriding RetrieveMultiple Pattern to Integrate with Other Systems – D365

USD – ShowAbout Action

In Unified Service Desk, there is an action called ShowAbout. The purpose of this action is to show the about page, which contains various information about USD and Dynamics 365. Here we will create an action call that will show the about menu when USD loads. Typically, you may want to run the action from an “About” menu option. Create the action below. Note there are no data parameters: Add … Continue reading USD – ShowAbout Action

Dynamics CRM and Dynamics 365 Codenames

Below is a list of the Dynamics CRM and Dynamics 365 codenames: Version Name Codename 4.0 CRM 4.0 5.0 CRM 2011 Titan / Polaris 6.0 CRM 2013 Orion 6.1 CRM 2013 SP1 Leo 7.0 CRM 2015 Vega 7.1 CRM 2015 Online Update 1 Carina 8.0 CRM 2016 Ara 8.1 CRM 2016 SP1 Naos 8.2 Dynamics 365 1611 Centaurus 9.0 Dynamics 365 Draco

Leads in Dynamics 365

To create a Lead, go to Settings->Leads: This will display a list of leads. Here you can enter lead information, including: Note the rating: And Status: And Lead Source: Also note this is the Lead to Opportunity Sales Process. The statuses for a lead are: State Status Reason 0 : Open 1 : New 2 : Contacted 1 : Qualified 3 : Qualified 2 : Disqualified 4 : Lost 5 … Continue reading Leads in Dynamics 365

Create a USD Custom Hosted Control with VS 2017 and NuGet

To create a USD custom hosted control, first create a new Class Library project in Visual Studio: This will create the project: Delete the Class1.cs. Add the packages through NuGet: Now, add a new WPF Form: You will now see: Go to the code view of the control. Add: using Microsoft.Crm.UnifiedServiceDesk.Dynamics; Change the public partial class to use DynamicsBaseHostedControl: Change the control type to be DynamicsBaseHostedControl: Drag a button onto … Continue reading Create a USD Custom Hosted Control with VS 2017 and NuGet

Dynamics CRM Version Snapshots

Here is how each of the user interfaces of the different Dynamics CRM versions look. Dynamics CRM 2011 A distinguishing factor here is the left navigation pane. This does not exist in future versions of CRM. Dynamics CRM 2013 The older left navigation has been moved to the top navigation bar. Menu: Form: Dynamics CRM 2015 Menu: Form: Dynamics 365 Menu: Form: