Software + Imagination
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: 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
Last week saw the end of an entertaining NBA playoff series between the Memphis Grizzlies and the San Antonio Spurs. The Spurs ended up winning the series 4-2. One of the series highlights came off the court, when Grizzlies coach David Fizdale went on an epic rant in a post-game interview, stating various statistics and concluding the officiating in the game was biased. He finished the interview with the words “Take that … Continue reading Take That for Data: How Analytics is Changing the NBA
In C#, there is a feature called Task Parallel Library that was introduced in .NET 4.0 and is useful for handling asynchronous calls. Let’s create a new C# Windows Forms application. Windows forms apps are good to demo this as they can get locked up with long running synchronous calls: Add a button to the Win Form: Let’s say we want to simulate some long running code. We will use … Continue reading C# – Task Parallel Library
Power BI has an Audit Log capability, where interactions in Power BI are captured and logged. This is useful for companies requiring compliance. In order to active it, go to the Admin portal: Select the link: You will see the screen below. Select “Start recording user and admin activities”: Select Start Recording User and Admin Activities: You may need to wait a few hours for the system to be enabled. Once … Continue reading Power BI Audit Log
North52 contains functionality to show an alert box to the user, just as can be done with JavaScript. To do this, create a new North52 formula and select ClientSide – Peform Action. We will create this example on the Account entity: Find the form to run the code against. We will run this on the Account Form on the OnLoad event: Now click on the Functions tab to find the … Continue reading North52 – Alert