Whether you are an experienced Unified Service Desk developer or just about to dip your toes into the dark waters of USD, you are on a constant lookout for good code samples and snippets. But hey, why not to take it one step further? Jayme Pechan, one of the USD fathers, has made the entire […]
Tip #821: Troubleshoot Xrm.Tooling connection to Dynamics 365
We’ve long been recommending the use of CrmServiceClient in your applications that connect to Dynamics 365. But what to do when the client just wouldn’t connect? The easiest way to start troubleshooting connectivity to Dynamics 365 is to run LoginControlTester.exe that has long been part of the SDK and can be found in <SDK>\Bin folder. […]
Tip #820: Running multiple USD instances
If you ever tried to run Unified Service Desk more than once, you’d be very familiar with this message: Why would one want to run multiple instances? It’s handy during the development and testing to try various deployment scenarios, compare the look of a deployment after configuration changes, and connect to different organizations at the […]
Tip #818: Quick surveys using Microsoft Flow
Surveys are a tricky business. Make them too long and people won’t fill them in, make them too short and you won’t collect the information you are after. However, in customer service, surveys can be conditional. First, we ask customer if they are happy with the support received. If yes, there is nothing more to […]
Tip #817: Display knowledge articles in the portals using custom templates
Dynamics 365 portals come with a specially crafted pages for browsing Knowledgebase Articles by category as well as for displaying the content. KB content page is based on a rewrite-style template and is not customizable. It’s not difficult to put together an entity list and entity form to display the list of the articles and […]
Tip #815: Make your Dynamics 365 portal speak local language
As of the time of writing, Dynamics 365 supports 45 languages. But there is only one English, one Spanish, and one French (to name a few) which makes people in UK, Australia, entire South America, and Canada fairly disappointed, considering that the list of locales contains about 230 entries. We learned to deal with the […]
Tip #814: Setting Regarding field in Microsoft Flow
When you use Microsoft Flow to create a Dynamics 365 activity record, e.g. task, it’s a good practice to relate the activity to another record by setting up Regarding field. Use dynamic values and drop the related record into the Regarding box, right? If you do just that, your flow may fail with the following […]
Tip #813: Renaming default app
I couldn’t believe that there is something in Dynamics 365 world that Scott “Mr. Ribbon Workbench” Durow doesn’t know! Scott When importing solutions from 8.1 into 8.2 or upgrading orgs – is there a trick to rename the default app from ‘Dynamics 365 – custom’ to something else without having to create a new app? […]
Tip #811: Multilingual portals and external authentication providers
After on and off hiatus caused by the festivities season we are back with another annual round of the daily tips. If you have external authentication providers all worked out in your Dynamics 365 Portal, and then you enable multilingual feature so that your portal looks fine in, say, Kazakh (yes, it’s one of the […]
Tip #810: Using Fiddler with Xrm Tooling
Sometimes it’s very useful to see what requests are flying forth and back between your code and Dynamics 365. The tool of trade is, of course, Fiddler. Fiddler allows https traffic analysis by using man-in-the-middle interception using self-signed certificates. If you are using Xrm Tooling and, specifically, CrmServiceClient then you quickly find that the following code: […]