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Field security is available in Dynamics 365. If you are dealing with sensitive information, you may want to prevent a field from displaying it’s data, unless you are a user with certain permissions. Dynamics 365 provides a capability to do this. To enable Field Security, go to an entity and create a new field. You will see a field security option. Select Enable: Add the field to your entity form … Continue reading Dynamics 365 Field Security
In Unified Service Desk, there are several areas where data is stored that helps with the functioning of the application. If we open USD and go to the Debugger, we can see, depending on where we are in the application, different areas such as Context, Global and Session store different replacement parameters. These are useful for different reasons such as: Creating URLs through substituting a string Specifying strings for entity … Continue reading USD – What is the Context, Global and Session
In this post, we will look at creating a new UII application from scratch, that will be used in USD. The UII application will be a Windows Forms application, where we can add fields, add any business logic, and ultimately update the $Context in USD as well as be notified when another application updates the $Context. In Visual Studio, go to File->Next Project and select UII Windows Forms Hosted Control: … Continue reading USD – Create a UII Application from Scratch
Dialogs are a way to guide a user through a set of interactive questions and then perform actions based on their responses. They are designed for user interaction. Let’s go through creating a dialog. Let’s say we want to create a dialog that is used for capturing information about how satisfied a customer is with our service. Go to Settings->Processes and select Category = Dialog: Click OK and it will … Continue reading Dialogs in Dynamics 365
In Dynamics 365, you can have multiple forms that can be displayed per entity. For example, in a previous post we showed how to create a new Main form. If we browse to an Account record, the form will open to a particular form, in this case it opens to the Account form: Now, let’s change this to the Account for Interactive Experience form: If we close the record or … Continue reading Set Default Form and Order in Dynamics 365
In Unified Service Desk, there are several scenarios you may encounter, especially when integrating with other applications. Here we will look at various ways to deal with different scenarios. Scenario Pattern You need to integrate USD with a website/web application. You do not have the source code or cannot change the source code. Create a UII Web Adapter You need to integrate USD with an external application. You do not … Continue reading Unified Service Desk Patterns
LifeCycle Services (LCS) is an online portal from Microsoft that allows you to manage implementations. To log into LCS, go to:Â https://lcs.dynamics.com Select Sign in: Provide your credentials. You may need to accept the privacy policy: Here you will see the welcome screen: Click + to create a new project: Selecting Prospective presales displays the following window: Note the Product name options: Selecting a product will display the version options: And … Continue reading Introduction to LifeCycle Services
CRM REST Builder is a 3rd party tool available for download that helps in generating JavaScript code for the 2011 and Web API REST endpoints. Download the tool here: https://github.com/jlattimer/CRMRESTBuilder/releases Select the solution to download: This will download the managed solution ZIP: Import this into CRM. Refresh the Solutions page and you will see a new button: This will open the REST builder. Select some code to generate, for example a retrieve multiple jQuery … Continue reading Dynamics CRM REST Builder
App Workspaces are a place to colloborate in Power BI and also create new Power BI Apps. Go to App Workspaces in powerbi.com and select Create app workspace: Enter group details and add group members: Note the group options available: Save the group. A new workspace is created: Open a Power BI Desktop project and publish to the new group: In Power BI, you will see the new Reports and Datasets: Pin a report … Continue reading Creating Power BI Apps and App Workspaces
In Dynamics 365, workflows can be created through Processes. To access Processes, go to Settings->Processes: Or through Customizations->Processes: We will create a Workflow that sends an email when an Account is Created. Click New. Note workflows can be synchronous or asynchronous (run in background). We will choose asynchronous: This takes us to the Workflow Designer. Click Add Step. This is what will happen when our event, account created, is triggered: … Continue reading Creating a Workflow in Dynamics 365