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You may have a scenario where you do not want to give access to a Dynamics 365 instance to certain users. One way to do this is to use security groups in Office 365. To do this, create a security group and add administrators and members. Then, in the Dynamics 365 Administration Center, select to edit your instance: Scroll down to Security Group: Select the security group you want to … Continue reading Restrict Access to Dynamics 365 Instances
Security Groups are a way to control access to Office 365 functionality. Security Groups are a part of Groups within Office 365. To create and view groups, go to the Admin portal at:Â https://portal.office.com/adminportal Then select Groups: You will see a list of the groups, and note you can filter on security groups: You can create a security group by select +Add a group: Click Add: You can then select the … Continue reading Office 365 Security Groups
The Dynamics 365 Developer Extensions is a 3rd party add-on for Visual Studio. Note at the time of writing, the extensions support Visual Studio 2012, 2013, 2015, with support for Visual Studio 2017 in progress. You can read more about the addon here: https://marketplace.visualstudio.com/items?itemName=JLattimer.DynamicsCRMDeveloperExtensions To install, download and run the vsix: You will now see these new options when creating a new project:
To create a new list in SharePoint, go to your team site and select New->List: Enter a name and description for the list: You can now access your list: Click New to add a new item, and save the item: The item will then appear in your list:
Teams are a way in Dynamics 365 to group users to provide additional functionality. To set up teams, go to Settings->Security and select Teams: Whenever a business unit is created, a default team is also created: Teams generated from a business unit cannot be deleted. If you try to delete the team you will get the message: You also cannot add or remove team membership for these teams, or you … Continue reading Dynamics 365 Teams
The OnReadyStateComplete event is an event in Dynamics 365 that tells you when an iframe has completely loaded. This is useful if you are referencing controls within the iframe through code. To use it, go to a form and create a new iframe: Add the code to a function: function IFrameLoaded() { alert(“The iframe has finished loading”); } And add the function to the event: Select an … Continue reading Dynamics 365 IFrame OnReadyStateComplete
To set up Dynamics 365 OneNote integration, go through the following steps: First, turn on Enable Server-Based SharePoint Integration. Next, select Settings->Document Management->OneNote Integration: Turn on OneNote integration for the entities you would like: Open a lead and select the OneNote tab: This will create an Untitled document: Select the link. This will open a new OneNote online document: Right click to rename the document. Add any notes. The document … Continue reading Dynamics 365 OneNote Integration
Dynamics 365 has built in SharePoint integration. Here we will go through setting this up. Go to Settings->Document Management: Select SharePoint Sites: You may see sites listed. Click on the links to confirm they work: If not, select New and add your SharePoint URL: Next, select Enable Server-Based SharePoint Integration: Click Next: Select the type of SharePoint and click Next: You may see the message: Next, the wizard will connect … Continue reading Dynamics 365 SharePoint Integration
Web resources are different types of files that can be uploaded to Dynamics 365. You can add web resources to solutions. In clicking to add a new web resource, you will see the window below: Note the different types of web resources available: Webpage (HTML) – used to create user interface elements.  Read more Style Sheet (CSS) – read more Script (JScript) – read more Data (XML) – used to cache … Continue reading Dynamics 365 Web Resources
Unified Service Desk comes with different kinds of logging. You can see this logging in the UnifiedServiceDesk.exe.config file under switches: You can also implement logging in your custom hosted controls. Here we will go through how to set this up. First, create a new custom hosted control: Open the USDControl.xaml.cs. You will see a template for adding custom logging. We will add some test lines of code to write to … Continue reading Logging a Unified Service Desk Hosted Control with TraceLogger