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.
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.
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.
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.
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. I have also created a series of videos to demonstrate PSA.
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. I have also created a series of videos to demonstrate PSA.
In a previous post, I explained how we could trigger events from JavaScript when using Unified Service Desk (USD) for Microsoft Dynamics 365. In this post, I will show how a similar approach can be applied to actions in USD.
Unified Service Desk (USD) for Dynamics 365 is a great tool for contact centers or other high volume environments. This video will help anyone wanting to get up and running with USD quickly.
I recently configured the mobile offline capability for Microsoft Dynamics 365 for phones and tablets. This post describes the process and highlights a few challenges I needed to resolve.
In this post I want to quickly review some of the commonly used methods of XRM.Page.data.entity in terms of Dynamics 365 JavaScript.
Microsoft Dynamics 365 