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PSA – Video Guide, Episode Four
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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Summit EMEA and The CRM Manifesto
I’m travelling home from a wonderful few days at summit EMEA 2017. The Summit was amazing it was really motivating to mix with so many people excited about Dynamics 365 and “CRM”. Whilst at EMEA I...
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USD – Execute Actions from JavaScript
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...
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CRMUG Webinar on USD, 20th April
Unified Service Desk for Microsoft Dynamics 365 is a great product. (I have no doubt about that.) But there are many people out there who don’t know much about it.On 20th April, I will be hosting a...
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CafeX, Live Assist – My Initial Install (With USD)
I am very excited to be starting to use Cafex’s Live Assist product for Microsoft Dynamics 365 and Unified Service Desk (USD), in this post I will explain how to install Live Assist and start to give...
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CafeX, Live Assist – USD Hosted Controls, Actions etc.
Live Assist for Microsoft Dynamics 365 can integrate with Unified Service Desk (USD). When it is installed most of the configuration you’ll require is automatically added to your USD config. But in...
View ArticleCRM 365 - Project Service Automation Demo Data - Multiple Instances
Hey guys and girls,i have a question about my small Office365 CRM (online)-Setup.I am using two instances of CRM - one "productive", one "sandbox".The "productive"-instance has already a few data in it...
View ArticleWhere is Resource scheduling optimization for Field Service?
Hello,I am trying to find out how to enable and use the new Resource scheduling optimization for Field Service feature but I cannot find this anywhere! Can someone help with this please?According to...
View ArticleMicrosoft Dynamics CRM 2016 Certificate (MB2-712)
Hi ,I would like to ask about Microsoft Dynamics CRM 2016 Customization and Configuration Exam (MB2-712),I want to take this exam but I need to prepare for this exam first, so please can you give me...
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PSA – Video Guide, Episode Five
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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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...
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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...
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...
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...
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 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 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...
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