Project Service Automation provides a cornucopia of desirable functionality for organisations wishing to integrate their sales and project management processes tightly. Be careful, though when implementing this app when using custom calculations within Dynamics 365 Customer Engagement, as you may encounter a few issues…
Having the ability to straightforwardly obtain a records Globally Unique Identifier after programmatically creating it within Dynamics 365 Customer Engagement can help significantly with data integration requirements. This is a relatively easy task when working with the Web API using JScript but less so if C# is your language of choice...
Typically, when working with Dynamics 365 for Customer Service entities, you expect a certain type of behaviour. A good example of this in practice is entity record activation and the differences between Active and Inactive record types. In simple terms, you are generally restricted in the actions that can be performed against an Inactive record, most [...]
This is an accompanying blog post to my YouTube video Dynamics 365 Customer Engagement Deep Dive: Creating a Basic Custom Workflow Assembly. The video is part of my tutorial series on how to accomplish developer focused tasks within Dynamics 365 Customer Engagement. You can watch the video in full below: https://youtu.be/0r02M71U140 Below you will find [...]
Slight change of pace with this week's blog post, which will be a fairly condensed and self-indulgent affair - due to personal circumstances, I have been waylaid somewhat when it comes to producing content for the blog and I have also been unable to make any further progress with my new YouTube video series. Hoping [...]
As part of developing Dynamics CRM/Dynamics 365 Customer Engagement (CRM/D365CE) plug-ins day in, day out, you can often forget about the Execution Mode setting. This can be evidenced by the fact that I make no mention of it in my recent tutorial video on plug-in development. In a nutshell, this setting enables you to customise whether [...]
This is an accompanying blog post to my YouTube video Dynamics 365 Customer Engagement Deep Dive: Creating a Basic Plug-in, the second in a series aiming to provide tutorials on how to accomplish developer focused tasks within Dynamics 365 Customer Engagement. You can watch the video in full below: https://youtu.be/y0SgyieGYU8 Below you will find links to [...]
Working in-depth amidst the Sales entities (e.g. Product, Price List, Quote etc.) within Dynamics CRM/Dynamics 365 Customer Engagement (CRM/D365CE) can produce some unexpected complications. What you may think is simple to achieve on the outset, based on how other entities work within the system, often leads you in a completely different direction. A good rule [...]
In last week's post, we took a look at how a custom Workflow activity can be implemented within Dynamics CRM/Dynamics 365 for Customer Engagement to obtain the name of the user who triggered the workflow. It may be useful to retrieve this information for a variety of different reasons, such as debugging, logging user activity [...]
It's sometimes useful to determine the name of the user account that executes a Workflow within Dynamics CRM/Dynamics 365 for Customer Engagement (CRM/D365CE). What can make this a somewhat fiendish task to accomplish is the default behaviour within the application, which exposes very little contextual information each time a Workflow is triggered. Take, for example, [...]