Software + Imagination
Yammer is a portal from Microsoft that allows people to communicate in an organization. To log into Yammer, go to https://www.yammer.com/: You can also access Yammer from the Office 365 menu: Logging in, you will see the home page, with posts from different Yammer users in your organization: Select + to create new groups in Yammer: These groups can be internal and external: You can also send private messages to … Continue reading Introduction to Yammer
In Dynamics 365, after forms are deployed as part of a managed solution, there are certain managed properties that can be updated. Here we will look at how this works. Go to a form under Customizations and select Managed Properties: This will open the Set Managed Properties window: Note the properties. Now, if we go to a managed solution, we see the message that we can edit components if the … Continue reading Dynamics 365 Managed Properties of Forms
In Unified Service Desk, custom hosted controls can fire events in USD through code. Here we will look at how to use this functionality. In this example, we will create a custom hosted control that displays information about a case selected in USD. We will then simulate updating the case from our custom hosted control using the FireEvent method in the control to call an event in USD. Create a … Continue reading USD FireEvent in Custom Hosted Controls
In the Plugin Registration Tool in Dynamics 365, there is an option for PostOperation plugins whether to create a record in System Jobs on success or not. This option is “Delete AsyncOperation if StatusCode = Successful”: We will go through the effects of turning this on and off. First, uncheck the check box, so the record is created. Our plugin runs on creating a new Account. Create an account: Now, … Continue reading Plugin – Delete Async Operation if Successful
eConnect provides a way to automatically get and set the next document number in Dynamics GP. This works for some document types. Here we will go through an example of getting the next document number. In the GP user interface, we see there are options when creating a SOP transaction. We would need to select the type of document (quote, order, fulfillment order, invoice, return, backorder) and then select the … Continue reading Get Next Document Number with eConnect
As per the Event Execution Pipeline for plugins in Dynamics 365, here we will look at a post-operation plugin. These plugins execute after the main system operation and within the database transaction. They can be synchronous and asynchronous. We have seen how to use pre-validation and pre-operation to update attribute values. In post-operation, the record is committed to the database, and the database transaction has been completed. This stage is used for what … Continue reading Dynamics 365 – Post-Operation Plugin
Business Rules are useful in Dynamics 365 for creating functionality by a user without having to write code, and especially avoiding JavaScript and Plugins. Let’s go through an example of how to implement a business rule. Business rules are form-based logic. We will implement a business rule against the Account entity form. Note the functionality works for tablets and Outlook (Online and Offline). You can create business rules by: Customizing … Continue reading Business Rules in Dynamics 365
As per the Event Execution Pipeline for plugins in Dynamics 365, here we will look at a pre-operation plugin. These plugins execute before the main system operation and within the database transaction. They run after the pre-validation has occurred. This is used for modifying/updating any attributes (note you can also technically do this in pre-validation). If you are creating a record, as the record is not created at this point, you will not … Continue reading Dynamics 365 – Pre-Operation Plugin
In Dynamics 365, when a plugin is run, it executes based on a pipeline execution model. Plugins can be triggered by: A user action in the Dynamics 365 user interface, such as retrieving a record Events triggered by the Organization Service or the WebAPI, such as retrieving a record Post-Operation events in the pipeline are processed either: synchronously – these plugins are are executed immediately and run in a specific … Continue reading Dynamics 365 Plugin Execution Pipeline
Dynamics 365 entities come with status and status reason fields. Here we will look at how they are used. Consider an entity such as Case. This entity has these 2 fields. They are not displayed on the case form, but you can see their values through Advanced Find. We can modify the form and add these by dragging the fields across: Save and publish the form. Now, when we enter … Continue reading Dynamics 365 Status Reason Transitions