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Introducing – The USD Accelerator
The USD Accelerator (in my opinion) is a fantastic tool but what is it and why would you use it??What is Unified Service Desk?You may not be aware of Unified Service Desk (USD) and the many advantages...
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The USD Accelerator – Technical Guide, Release History (3_1_0_0)
OverviewThe USD Accelerator is a pre-build Unified Service Desk configuration aimed at helping speed your USD project.I am excited to announce release 3.1. This new release has a focus on the agent...
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MB-200: Microsoft Dynamics 365 Customer Engagement Core – Security
I am creating a series of blog posts that collectively are designed to help anyone preparing for the Microsoft Dynamics 365 Customer Engagement Core exam. (aka MB-200) In this post I will look at...
View ArticleUnified Service Desk - Show Custom USD Control
Hi,I have written a Custom USD Control that doesn't do a whole lot, really it's a proof of concept.I have a menu with a drop down with some items in it.What I want to be able to do is to call an Action...
View ArticleOmnichannel for Customer Service and Facebook
We can now intergate Dynamics 365 with Facebook messenger using the Omnichannel for Customer Service app.I have been experimenting with this cool new feature and below you will find a video explaining...
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MB-200: Microsoft Dynamics 365 Customer Engagement Core – 365 Admin Roles
I am creating a series of blog posts that collectively are designed to help anyone preparing for the Microsoft Dynamics 365 Customer Engagement Core exam. (aka MB-200) In this post I will look at...
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MB-200: Microsoft Dynamics 365 Customer Engagement Core – Searching
I am creating a series of blog posts that collectively are designed to help anyone preparing for the Microsoft Dynamics 365 Customer Engagement Core exam. (aka MB-200) In this post I will look at...
View ArticlePossibility to Export Segment Members?
Hi Dynamics 365 lovers, We have eagerly started two Dynamics 365 for Marketing projects now. I am encountering one question when working with segments.Is it possible to export the members of a segment?...
View Articleprevent save record through Javascript
I use the following condition to check a,b values before save.And I call this function form's onsave Event.if the field values a == b means i need to save the record.Else I need to show the alert.if...
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MB-200: Microsoft Dynamics 365 Customer Engagement Core – Subjects
I am creating a series of blog posts that collectively are designed to help anyone preparing for the Microsoft Dynamics 365 Customer Engagement Core exam. (aka MB-200) In this post I will look at...
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MB-200: Microsoft Dynamics 365 Customer Engagement Core – Solutions
I am creating a series of blog posts that collectively are designed to help anyone preparing for the Microsoft Dynamics 365 Customer Engagement Core exam. (aka MB-200) In this post I will look at...
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Free Dynamics 365 Training – Please circulate!
We are all being adversely effected by the Coronavirus, unfortunately many people may find themselves out of work or with theirs jobs at risk. As normality returns significant numbers of people could...
View ArticleCRM Dynamics - what certifications and how to train?
Hi, everybody. I am a freelance consultant/project manager and have been implementing CRM Dynamics since 2011. I have no IT education, but worked as project manager, consultant, trainer, administrator...
View ArticleField Service in Internet Explorer
I have recently installed a trial version of Field Service to support a customer demo.Everything is working as expected, expect the scheduleboard starts to load in Internet Explorer 11 and then hangs...
View ArticleCRM2016 - USD 2.0 download not working
I am trying to download USD 2.0 (CRM2016) version.Yesterday I could only find references to USD 1. TechNet seems to reference USD 2.0 now. But links to download aren't displaying the page to...
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MB-200: Microsoft Power Platform + Dynamics 365 Core – Data Management
I am creating a series of blog posts that collectively are designed to help anyone preparing for the Microsoft Power Platform + Dynamics 365 Core exam. (aka MB-200) In this post I will look at concepts...
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Birmingham D365UG – May 2020 Event
Our next Birmingham Dynamics 365 User Group will start at the normal time at 6:30pm on Wednesday May 13th. But unlike normal this will be a virtual event.The downside of being a virtual event is you...
View ArticleJavaScript: openEntityForm (phonecall)
I have used openEntityForm before, to great effect! Now I need to have a ribbon button that opens a phone call.I am struggling to workout what code to use to pass in the "to" and "regarding" fields.I...
View ArticleHow to pause an ' SLA'
I have defined advanced SLA in dynamics 365 . when i change the status of a case to ' on hold ". The SLA counter doesn't stop. So my question is how I can pause /resume an SLA in dynamics 365 services.
View ArticleRollup field calculation not working
Hi,I am trying to use a rollup field for the first time. I have a Case entity and it's child entity 'Expenses'. Each expense record has a currency field which in turn is a calculated field. This field...
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