I am a novice Dynamics 365 CRM (online) administrator for a small business that offers Technical Support to our Customers. We want to transition from our old ticket system to Dynamics 365's Cases and I have been working to customize it for our needs. One area I am having difficulty with is Activities related to Cases I am following.
Using United Interface, is there a way I can display any Activities that other users have added to the Cases I am following?
Thank you
You might want to look into creating a Dashboard with a Timeline component.
And here's some additional info about the Timeline control:
https://learn.microsoft.com/en-us/dynamics365/customer-service/customer-service-hub-user-guide-timeline-overview
Related
I require the same functionality in the Partner Portal as in Dynamics CRM. In Dynamics CRM, when a user close an Opportunity as Lost, a dialog appears to fill in the Description why the opportunity is lost. I need a similar Dialog on the Partner Portal when the Opportunity is Closes as Lost
Screenshot below is from the Dynamics CRM site:
We have to develop a custom form and mimic this functionality on our own, as this is CRM functionality, and not available in portals.
Similar discussion in Dynamics community forum:
When you close an opportunity within CRM, you only see the Opportunity
close dialog.
The opportunity close form is not used for any CRUD operation, it is
also tricky to pass opportunity id as it gets modified during the
process.
I'd recommend using a new custom form which updates the required
attributes of opportunity Entity and maybe use a Workflow to close the
opportunity on submit of this form.
I am evaluating MS Health Bot service and able to create and test custom scenarios. However, I was looking at extending existing in-built scenario like "I have a headache" and customize based on my need. I could see product features say we can extend existing scenarios but I don't see any documentation on how to do it. Anyone aware of how to extend existing scenario?
Thanks
Monu
Additional Information:
Health Bot Service provided three templates in the catalog - Provider Lookup, File a claim, Handoff to a human. There are few others with Coming Soon tag.
Scenarios template catalog
However, I thought, I can use any of the already trained bot scenario to handle medical conditions like "I have a headache" as shown in the diagram below.(which shows up in empty designer page on the right chat widget)
Demo chat for "I have a headache"
So my revised question is "we will be able to extend only scenario that is part of template catalog and our own created scenario". Is that correct understanding?
Thanks in advance
You can customize pre-built scenarios in the Healthcare Bot through the Scenario Designer. In the Healthcare bot service you created, click on Manage Account. If you do not have any scenarios configured, either select a template scenario or create a new blank scenario. Otherwise, click on the name of the scenario to open the designer. From here, you can customize the scenario as needed by either adding more scenario elements from the top pane or modifying elements in the scenario.
At the moment it appears that you are only able to modify the three provided templates. You do not have access to the other scenarios like 'I have a headache' in the healthcare manager. The Healthcare Bot Service is relatively new so that might change in future updates.
I would recommend looking at the topics under Scenario Authoring in the Healthcare Bot Documentation for more details on creating and editing scenarios.
Hope this helps!
I know how to Load a JScript to interact with a field or a form within "Form Properties". However, how do I load a Script or code to process server side?
Writing server side code with Microsoft Dynamics 365
We have two choices for adding server side code into the application,
plugins or custom workflow activities (CWA). These are developed using
assemblies from the 365 SDK. Almost every event – create, update,
assign, and many more – that occurs in 365 starts an event pipeline.
These events can be subscribed to by plugins or workflows. The
workflows can be used to execute CWAs. The plugin or CWA can then be
used edit or change the execution of the event, or perform an entirely
new action.
Depending on the complexity of the code, it may be possible to re-write it as a CRM Business Rule
https://learn.microsoft.com/en-us/dynamics365/customer-engagement/customize/create-business-rules-recommendations-apply-logic-form
You can create business rules and recommendations to apply form logic
without writing JavaScript code or creating plug-ins. Business rules
provide a simple interface to implement and maintain fast-changing and
commonly used rules. They can be applied to Main and Quick Create
forms, and they work in PowerApps apps, Dynamics 365 web apps,
Dynamics 365 for tablets, and Dynamics 365 for Outlook (online or
offline mode).
By combining conditions and actions, you can do any of the following
with business rules:
Set field values
Clear field values
Set field requirement levels
Show or hide fields
Enable or disable fields
Validate data and show error messages
Create business recommendations based on business intelligence.
I've just discovered that you can make custom forms in Outlook 2013. Now, we currently use two calendar apps, one which is very specific to our business needs and the other is Outlook 2013 (Office365). We currently sync some events, but not all, since the extra events don't have any place in Outlook as they'd be missing a tonne of relevant data, or it just wouldn't be readable.
Is it possible to "embed" this data in the content of a custom form, then read this using VBScript/some other method? If we could do this, then it would make the readability of the bespoke events in our business calendar a lot easier. I cannot find anything on this online (probably because I don't know exactly what to search for). I do not need the outlook version to update the business calendar.
For example, data might look like this
{"primaryGroup":"01-XUA-AL","eventName":"Customer Request 192"}
Outlook custom forms is a relatively old technology. I'd recommend using the Outlook form regions for customizing the UI. See Creating Outlook Form Regions for more information.
You may embed a custom information into user properties. They are preserved if the corresponding properties are defined on the recipient Inbox. See Changes to custom properties in Outlook for more information.
I want to use or get 2nd level related entity's data in Dynamics CRM 2013 workflow process but 2nd level related entity is not available
Best approach is to write a custom workflow activity to do this.
http://msdn.microsoft.com/en-gb/library/gg334455.aspx
If this is not something you can do, the alternative is to use a third party custom workflow activity that will give you what you need.
For example : http://workflowfieldlookup.codeplex.com/
Bear in mind that if you are using CRM online, some custom workflow activities may not work in the CRM online sandbox.