USD – Email Templates

I recently needed to configure my USD application to send an email based on a template. Here is how I achieved this.

The situation I faced was that I wanted a toolbar button that would send an email to a customer associated with a case. This email was to contain details of a support case I have found in the knowledge base.

USD – Phone call, closeWindow

The problem I faced was connected with mark as complete on the phone call within Unified Service Desk (USD) for Microsoft Dynamics 365. The issue being that you need the form to refresh after completing a phone call as only then is the user presented with the read-only / completed version of the phone call. I describe the solution in this post.

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 series! As, its a collection of the episodes that make up the entire series.

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 post.