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JavaScript – OData Query
Whilst adding JavaScript to forms in Dynamics 365 we often use OData to query data. But what is OData and how do you write JavaScript to query data? I will try to address these questions in this...
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PSA – Box Set
Recently I’ve created a series of videos aimed at anyone trying to understand the basics of Project Service Automation (PSA) for Microsoft Dynamics 365. Think of this post as the box set for that...
View ArticleUnified Service Desk - Opening a CRM web-resource in a new session tab from...
We have two CRM HTML web resources (new_list.html and new_record.html)1) new_list.html contains list of accounts as hyperlinks, fetched from CRM using fecthXML.2) new_record.html displays the...
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PSA, Video Guide – Episode Six
Project Service Automation (PSA) for Microsoft Dynamics 365 gives us powerful / flexible project management capability in “CRM”. I have recently created several blog posts explaining its capabilities....
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JavaScript – OData Query
Whilst adding JavaScript to forms in Dynamics 365 we often use OData to query data. But what is OData and how do you write JavaScript to query data? I will try to address these questions in this...
View ArticleParent Business Unit cannot view child business unit record
Hi All,I need an assisted about issue missing connectionSo, I have business unit A (parent) and business unit B (child).Some record related to business unit BWhen I set the record view use user...
View ArticlePrerequisites for learing CRM development
Hi all,I am new for crm is there any requisites to learn. please suggest Thanks allDurga venkata.
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CaféX, Live Assist – Campaign and Engagement Theory
I have recently been using Live Assist from CaféX to add chat capabilities into Unified Service Desk (USD) for Microsoft Dynamics 365. In this post I will highlight some of the concepts I’ve discovered...
View Articlecalling crm home page in USD agent application.
Hi All,I'm trying to bring CRM home page (main.aspx) in USD agent application.I have followed below methods but none of them worked .Method 1:step1 : created hosted control Name: Home page...
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USD – Phone call, closeWindow
I am going to start this post with a big thank you. Thanks Srikanth your idea worked a treat. Srikanth is a good friend and fellow USD fan! Check out his blog here.The problem I faced was connected...
View ArticleParent Business Unit cannot view child business unit record
Hi All,I need an assisted about issue missing connectionSo, I have business unit A (parent) and business unit B (child).Some record related to business unit BWhen I set the record view use user...
View ArticlePrerequisites for learing CRM development
Hi all,I am new for crm is there any requisites to learn. please suggest Thanks allDurga venkata.
View ArticleJS to reload parent on subgrid change - different for 2016?
I'm using the Dynamics CRM 2016 Workflow Tools Solution to automatically update a rollup field on a parent record when child records are added. This seems to work fine, but when I'm working in the...
View ArticleAccounts with no invoices last x months (Advanced Find)
Hello all, I have been using the forums for answers for a while however this is one that has stumped me and I don't seem to be able to find an answer.I would like a list of Accounts which have NOT had...
View ArticleEnquiries with one of the word matching
Hi,I want to get the list of no. of enquiries with one of the word matching. for example if there are 5 enquiries with the below namethe famefamefamenineterabetathe list should display all the first...
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MB2-716 Certification: (Microsoft Dynamics 365 Customization and...
This is the first post in a series explaining the details of the MB2-716 certification. MB2-716 was released around Feb 2017 and is the latest version of Microsoft’s Customization and Configuration...
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MB2-716 Certification: (Microsoft Dynamics 365 Customization and...
As I prepare for my MB2-716 exam I’m producing a series of blog posts that collectively should help others revising for the MB2-716 Certification. (Microsoft Dynamics 365 customization and...
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MB2-716 Certification: (Microsoft Dynamics 365 Customization and...
As I prepare for my MB2-716 exam I am producing a series of blog posts that collectively should help others revising for the MB2-716 Certification. (Microsoft Dynamics 365 customization and...
View Articlehow Create PhoneCall Activity in background on unified service desk ?
hi i try scriptlet but it not workingits posible to add phonecall activity from actioncall or scriptlet in background ?my senario is i have incoming call from lync SDK i detect it and i want create one...
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