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Image Gallery Utility for Dynamics CRM
In our earlier article we have demonstrated how we can fetch images attached to notes, working on the same requirement we have enhanced our examples to develop an image gallery utility to see all the...
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Learning Unified Service Desk
One ring to rule them all …. One post to rule them all. (Or put another way this is a collection of my posts on Unified Service Desk (USD).) Learning how to get started with Unified Service...
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USD – Faster load times using the cache.
When the USD application loads various user and configuration settings need to be loaded from the server, this can take time. The load time of USD can be reduced by forcing a local cached of these...
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Retail understanding and AX Retail
Clearly, we can see focus shift in the Microsoft product (Dynamics AX) towards Retail industry. In this post, I will try to put forward the understanding of Retail industry and map how Dynamics AX is...
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USD – Maximize the USD Screen by default.
A common customization is to maximize the USD screen by default. After all it’s going to be your main application! To do this you need to; Add an action call on the SetWindowProperty action of...
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CRM – Business Process flows and JavaScript
Microsoft describe the logic for business process flows here . As I’ve been working with business process flows recently I thought I would do a quick post explaining how to access all of the...
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Agile Principle 7 – Face-to-face conversation is the best form of communication
The seventh principle in the Agile manifesto is “Face-to-face conversation is the best form of communication”, this is something I truly believe in. “BUT”, I hear you say, face...(read more)
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CRM Certifications On-line
I have recently taken my first CRM certification using the new (beta) option of an on-line exam. Obviously you’ll need a laptop with a webcam and a reasonable internet connection. You schedule...(read...
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Agile and CRM?
What is the best way to project manage a CRM implementation??? Agile with a capital A, seems to have started around 2001. But I know many programmers and project manager who were following a rapid...
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USD – System Requirements
You may wish to review the Microsoft sites for the latest information on system requirements, but below are the requirements as I understand at the current time. System Requirements for USD Clients...
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USD – Do Search
Here I will explain the capabilities in Unified Service Desk (USD) to search for data. First of all let’s consider when this might be needed. Let’s say you have an account loaded but would...(read more)
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USD – Optionally Show Debugger
The debugger in USD is a very useful tool but routinely you will only want developers to have access to this feature or you may wish an administrator to give temporary access to a user. Here is how...
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USD – Create a “home” button in the toolbar
Building on my previous post which described how to create a default page which automatically loads when USD loads, we will now look at how to create a “home” button in the USD toolbar to...
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USD – Config Migration.
At some point you’ll need to migrate your Unified Service Desk (USD) configuration from a development environment into a test or production environment. To achieve this you’ll first need to...(read more)
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USD – Expand / Collapse Panels.
USD contains panels on the left and right side, useful for lots of things including showing account overview information, maintaining random notes or as an area to hold the agent scripts. I have...
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Javascript – Random Snippets.
This is a slightly random post! I will publish future posts on specific pieces of useful JavaScript but here I have some random but hopefully useful code snippets. Maximise Screen Add this code...
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NAV 2016, “ALL” about Events
NAV 2016, “ALL” about EventsSome pages about NAV 2016 Events Technology…NAV Team BlogINTEGRATION EVENTSIntegration Events in Microsoft Dynamics NAV...
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USD – Create your first global tab
One of then most common customizations you’ll want to kick off with is to create a global tab which typically shows a person’s default CRM page. (Normally this will contain their default...
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USD – Setup Debugger.
You will quickly find in USD that you’ll need access to the debugger to be able to diagnose problems. I’ll discuss in another post how to use the debugger but lets start with information on...(read more)
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Business Process Flows – Javascript (part 2)
Recently I published a post describing how to access the various components of a business process flow , including the currently active process flow, details about the stages in the process and also...
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