Dynamics 365 Teams

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

Dynamics 365 IFrame OnReadyStateComplete

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

Dynamics 365 OneNote Integration

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 SharePoint 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

Dynamics 365 Web Resources

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

Logging a Unified Service Desk Hosted Control with TraceLogger

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

PowerApps – Useful links, blogs and resources

Below is some useful PowerApps resources. PowerApps Community at Microsoft PowerApps Guided Learning at Microsoft Webinars PowerApps Documentation at Microsoft – Find Apps, Create Apps, Administer Apps PowerApps Blog at Microsoft Developing Business Applications with Microsoft PowerApps, CDS, and Flow at EdX