Software + Imagination
To create a product in Dynamics 365, select Products from the menu: Enter a new item: Note the option to enter the unit group: Once you select the unit group, you can select the default unit: If you select a Unit Group, you will see they have multiple Units: And a unit has a quantity and base unit: Once a product is saved, the status is Draft. Click Publish: Once … Continue reading Create a Product in Dynamics 365
To set up a unit group in Dynamics 365, go to Settings->Product Catalog and select Unit Groups: Here you will see active unit groups: You will be prompted to enter a Name and Primary Unit: Enter a group for Furniture: Select Add New Unit: Enter a new unit, e.g. Table: And another: The unit group can now be assigned to a product in Dynamics 365.
You can connect to Dynamics CRM/Dynamics 365 through the Postman application. To do so, first create a new application in Azure. Next, open Postman. I use the Chrome version, accessed in Chrome by: chrome://apps In Chrome, select OAuth 2.0 as the authentication type: Click Get New Access Token: This opens the window below: Enter the information as follows: Auth URL: https://login.windows.net/common/oauth2/authorize?resource=https://yourcrminstance.crm.dynamics.com Auth Token URL: https://login.microsoftonline.com/common/oauth2/token Client Id: Your Id From Azure as described in … Continue reading Connecting to Dynamics CRM through Postman
To install the free Tableau version, go to https://public.tableau.com/en-us/s/download Enter your email address and click Download: Run the download: Click Customize and Install: Once complete, Tableau will open:
To get Entity Metadata using JavaScript, we can use EntityDefinitions. For example, to get the entity definition for the Contact entity: We use the URL: https://yourcrm.crm.dynamics.com/api/data/v8.2/EntityDefinitions(LogicalName=’contact’): To select a particular field, for example, color: https://yourcrm.crm.dynamics.com/api/data/v8.2/EntityDefinitions(LogicalName=’contact’)?$select=EntityColor:
To the Outlook web client for Office 365 you can go to this address to access your email: https://outlook.office365.com To connect the Outlook desktop client with Office 365, go through the following steps. First, start Outlook. If you have not set up a profile you will get the message: Select Yes: You will see the screen below. Enter the details below: Name: E.g. Christa Geller Email: E.g. christag@onmicrosoft.com Your Password On … Continue reading Connecting Outlook Client to Office 365
In Unified Service Desk, you can set the size of a hosted control by calling SetSize and SetVisualProperty. For example, if we launch USD and start a session, we can see the size of the Agent Script hosted control below: Let’s say we didn’t want the control and panel to take up as much space in USD. To do this, we can do 2 things: Set the size of the … Continue reading USD – Setting Hosted Control and Panel Size
In my previous post, I discussed my prototype to show streaming live sales orders that are being entered into Dynamics 365 appear in a Power BI dashboard. Here, I will go into details on how to set this up. First step is to create a streaming data set in Power BI. Log into powerbi.com. Select Streaming Datasets from the bottom left of the screen. Select from the top right Steaming datasets: Here, … Continue reading Connecting Dynamics 365 and Power BI with Microsoft Flow
Here’s the scenario. You’re a CEO, and you love seeing new sales orders stream in. And you love the beach. You want to see these orders visually appear in your system while you are sitting on the sand. Now imagine being able to achieve this today, without anyone having to write a single line of code. That’s what Microsoft has made possible with the new cloud based automation service called Flow, together … Continue reading Watch Your Sales Orders Stream in Real Time with Dynamics 365 with Flow
Business Process Flows in Dynamics 365 are used to help records go through a particular business process, and also help users in creating and updating these records. There are several process flows in Dynamics 365 already set up: For example, the Opportunity Sales Process guides the opportunity through qualify, develop, propose and close. Similarly with the Lead to Opportunity Sales Process. Selecting a stage will display the steps of the stage: Components can be … Continue reading Business Process Flows in Dynamics 365