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Dynamics 365 Plugin Execution Pipeline

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 Status Reason Transitions

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

Creating a Support Email for your Organization in Office 365

To add a support email, create a new user in the Office 365 Admin Portal: https://portal.office.com/adminportal/. Select Users->Add a User: Enter Support and select a product license: Click Add. The new support email will then be created: You can log into the account and start receiving emails. Once configured, you can link the account to Dynamics 365 for automatic case creation.  

Get Data from Dynamics GP using eConnect Requester

eConnect is a Dynamics GP API to get and write data using GP business logic. eConnect Requester is way to get retrieve from Dynamics GP. To use the requester, install eConnect, and then browse to the Requester Setup folder, for GP 2016 located at: C:\Program Files\Microsoft Dynamics\eConnect 16.0\Requester Setup Then, open the RequesterSetup.exe: Select Connection Settings->Setup Connection: Enter your database connection information: Click Connect, and the window will refresh with information … Continue reading Get Data from Dynamics GP using eConnect Requester

Adding Forms in Dynamics 365

Entities in Dynamics 365 contain forms, which display information to the user and can allow input. To view forms of an entity, in customizations, select the entity and Forms: To create a new form, select New. We will create a new Main Form: This will open the window: Note in the form properties we can set the form name: Make changes to the form, save and publish the form. Now … Continue reading Adding Forms in Dynamics 365

Dynamics 365 – Pre-validation Plugin

As per the Event Execution Pipeline for plugins in Dynamics 365, here we will look at a pre-validation plugin. These plugins execute before the main system operation and outside the database transaction. Pre-validation runs before validation occurs. You can also modify values at this stage, though this may be generally done in pre-operation. If you are creating a record, as the record is not created at this point, you will not … Continue reading Dynamics 365 – Pre-validation Plugin

Office 365 Identity Management

When working with Office 365, there are 3 ways to provide user identity: Manage all users in Azure Active Directory. In this case, there is no traditional active directory; AAD is managed in the cloud Synchronized Identity. In this case, user identity is synchronized between Azure Active Directory and traditional Active Directory. This is done by using a tool such as DirSync. For more information click here. Here, a user … Continue reading Office 365 Identity Management

Power BI Pin Visual from Dashboard to Dashboard

You can pin an existing visual in Power BI from one dashboard to another. Here, I have a dashboard called MSFT with one visual showing stock data: Hover over the visual and select pin: You will be presented with the Pin to dashboard prompt. Select an existing dashboard or create a new one: The visual will now be copied to the new or existing dashboard:  

Dynamics 365 Field Security

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

USD – What is the Context, Global and Session

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