Posts

Connecting Dynamics 365 to Yammer

Dynamics 365 and Yammer have built in integration. To turn on this integration, in Dynamics 365, go to Settings->Administration and select Yammer Configuration: You will see this message: Followed by: Clicking Authorize Microsoft Dynamics 365 Online to connect to Yammer displays the window below. Click Allow: This will then display additional options. Yammer is now connected. Clicking on Edit message rules takes you to: Now, when you perform actions in … Continue reading Connecting Dynamics 365 to Yammer

Entity Relationships in Dynamics 365

When creating relationships between entities in Dynamics 365, you can decide how the entities are related together and additional rules. We will go through setting this up in Dynamics 365. Let’s say you have a scenario where you have 2 custom entities, “My Orders” and “My Order Lines”. The My Order Lines entity is the child of My Orders. So, one “Order” can have multiple “Lines”, but Lines cannot have … Continue reading Entity Relationships in Dynamics 365

Debug a Plugin – Persist to Entity

There may be instances where you are debugging a plugin in Dynamics 365 and when you run the profiler, it produces the error “An error has occurred. The selected action was not completed for one or more records.” You may be running the profiler under the setting Exception: In order to get around the error, use the Persist to Entity setting. Select the setting and click OK to start profiling. … Continue reading Debug a Plugin – Persist to Entity

Visual Studio – Change and Install Color Theme

Visual Studio comes with different color themes. When opening Visual Studio for the first time, you may see a theme something like below: To change this theme, go to Tools->Options: From Environment, select General: Here we can see the color theme is set to “Blue”. Select a different color theme from the list: Here we have selected the Dark theme: You can also install new themes. To install a new … Continue reading Visual Studio – Change and Install Color Theme

USD – CopyToClipboard Action

The CopyToClipboard action in USD allows data to be copied to the user’s clipboard. As an example, we will create an event on opening USD to copy the user’s name to the clipboard: We are passing the data parameter of the user’s full name: data=[[$User.fullname]g] append=false Now, when we open USD, if we also open a notepad and paste into it, we can see the user is in the clipboard: … Continue reading USD – CopyToClipboard Action

Visual Studio Code Introduction

Visual Studio Code is a lightweight tool from Microsoft used for software development. It is fast, cross-platform and supports intellisense and debugging. You can follow Visual Studio Code at: https://twitter.com/code To install it, go to https://code.visualstudio.com/ and select Download: Select the download link for your operating system. We will select Windows and run the executable: Click Next: Click Next: Click Next: Click Next: Click Next: Click Install: Click Finish: Visual Studio Code will … Continue reading Visual Studio Code Introduction

Dynamics 365 Auto Numbering

Auto-numbering is a feature in Dynamics 365 for certain entities in the system. These include: Contracts Cases Articles Quotes Orders Invoices Campaigns Categories Knowledge Articles To configure auto-numbering, go to Administration and select Auto-Numbering: Then, select the entity: Note the different suffix lengths available: Also note Articles and Knowledge Articles do not have suffix length options:  

Sales Pipeline in Dynamics 365

The sales pipeline involves qualifying leads until new customers buy products. Companies have different interpretations of what it means to qualify a lead. The key is that however a company qualifies a lead, their salespeople do it in a consistent way, so that the pipeline and forecasting is accurate. In Dynamics 365, the sales pipeline is something like below, but can be customized depending on business requirements: A lead is … Continue reading Sales Pipeline in Dynamics 365

USD – DisplayMessage Action

In USD, there is an action called DisplayMessage. This action displays a message box to the user. For example, if we create an action on DesktopReady to display some text, note we can provide the actual text of message box and the caption: When USD loads, you will see the message: