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In USD, the LaunchURL action is a part of the CRM Global Manager, that launches a URL outside of USD. For example, you could create an action that launches a webpage such as google.com: This opens in a web browser: The URL is entered into the data field. This may be useful if you would like to open a web page from a menu, for example.
Users may create personal charts that are so useful they could become system charts. In order to convert a personal chart to a system chart, go through these steps. First, export the XML of the personal chart by selecting the chart and Export XML: Next, go to Customizations to the entity and select Import Chart: Select the XML file that was exported above. Click Import: Name the chart and click … Continue reading Convert Personal Chart to System Chart in Dynamics 365
In USD, you can create toolbars through configuration in Dynamics 365. To configure a toolbar, you go through the following steps: Create a toolbar container. This is a USD hosted control of type “Toolbar Container” which houses the new toolbar. Create a toolbar. This is the actual toolbar itself Create buttons under the toolbar. These buttons can go across the toolbar, be drop down buttons, and a menu tree of … Continue reading Toolbars in USD
To share an advanced find view that you created with another user in Dynamics 365, go through the following steps. First, create a new Advanced Find view. Click Save As: Provide a view name: Now select Saved Views: Select the view and click Share: Select a user or team and the permissions to share and click Share.: Now when Alan logs in, he will see the saved view:
Dynamics 365 has built in OneDrive for Business integration. This is useful if you are a Dynamics 365 user such as a salesperson who wants to keep their personal documents attached to an opportunity. To enable it, go through the following steps. Go to Settings->Document Management: Select Enable OneDrive for Business Integration: Click OK: Refresh the page and you will see OneDrive for Business Folder Settings: Enter a Dynamics 365 … Continue reading OneDrive Integration with Dynamics 365
In Unified Service Desk, routing rules define what will happen when a user clicks on a link in a hosted control. USD gives a lot of control over what happens, which makes the application powerful in terms of routing. In order to effectively disable all routing unless specified explicitly, we can add a routing rule to USD and click Windows Navigation Rule: Click New: Provide a name and a high … Continue reading USD Default Navigation Rule to Do Nothing for InPlace and Popup
One method to troubleshoot SQL Server Deadlocks is to use the SQL Profiler. In SQL Profiler, in a new trace, select the Events Selection tab and expand Locks: Select the Deadlock graph: Run the code that causes a deadlock. In profiler, you will now see a line for the Deadlock graph. Selecting it will show the graph with the process that succeeded and did not succeed: Hovering over the graph … Continue reading SQL Server Deadlock Troubleshooting with SQL Profiler
There are a few ways to troubleshoot errors from deadlocks in SQL Server. One of these ways is to use tracing. First, turn on tracing using the command (a Database Console Command): DBCC TRACEON (1222, -1) You should see: Now, wait for a deadlock in SQL Server to occur. Once it occurs, you can run the following command to read the error log: exec sp_readerrorlog Scroll to look for the … Continue reading SQL Server Deadlock Troubleshooting with TRACEON
In this post we will take a look at how deadlocks occur in SQL Server. Deadlocks are when two or more tasks are trying to lock the same resource. For example, if you have a stored procedure that locks a table, and another stored procedure is also trying to access that table, you may end up with a permanent deadlock situation. SQL Server has a process that detects if there … Continue reading SQL Server Deadlocks
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