Get Fields From Related Records Using Actions

Have you ever had that requirement where you know you can solve most of it with a workflow but the information you are after is one relationship too far away? For example:

I have a custom entity called Event Registration that is related to Contact but the discount information is placed on Account.

This article will explain how you can use an action as a placeholder for that information that is out of reach, and use it in your workflow either as a condition or to populate a field.

Continue reading “Get Fields From Related Records Using Actions”
Featured post

Get started with Universal Resource Scheduling

Universal Resource Scheduling is the scheduling engine in Microsoft Dynamics 365 Customer Engagement that allows you to enable scheduling for any entity, even custom entities. It’s used to find the best resource based on a set of different variables for example availability, skill set and location.

I know what you are thinking… Even custom entities? But how? What should I think about?

Well let me show you how I’ve done it!

This is the first of a series of articles about Universal Resource Scheduling (URS) and examples on how to customize and use it for custom entities
Continue reading “Get started with Universal Resource Scheduling”
Featured post

Geocode a Custom Entity with Microsoft Flow

One of my favorite features with URS is the ability to search for Resources based on their location and even get estimated travel time calculated into the result view on the schedule board. You can view your Resources and your Resource Requirements in a map view and even see real time traffic. To be able to use this feature you need to have Longitude and Latitude on your Resource Requirement and in an extent on your custom entity. This article will take you through the steps on how to geocode a custom entity using Microsoft Flow.

Continue reading “Geocode a Custom Entity with Microsoft Flow”

Assign User Security Roles in a CDS Model Driven App

Being able to build model-driven apps on the Power Platform with out actually having it base it on a Dynamics CE first party app opens up a world of possibilities, but also a few new experiences for a former Dynamics-gal like myself. For instance when I was going to assign my Users their Security Roles the other day and the Manage Roles button in the command bar was missing. A bit amused and confused I asked around and got two workarounds that I thought I’d share.

Continue reading “Assign User Security Roles in a CDS Model Driven App”

Use Characteristics to Fine-tune your Resource Result in URS – Part 2

In part one of this mini series within my URS series (I like series, OK?) I suggested a way to use Characteristics with the Scheduling Assistant to help fine-tune your resource results. In this article I suggest another option to that, one that is slightly more complex but also more flexible and applicable to more scenarios.

This is part of a series of articles about Universal Resource Scheduling (URS) and examples on how to customize and use it for custom entities.
Continue reading “Use Characteristics to Fine-tune your Resource Result in URS – Part 2”

How To Change Default Appointment Behaviour In Unified Interface

Recently I came across an inconsistent behavior regarding the Appointments entity in the UI (Unified Interface) compared to the Classic Interface. I asked my best friend Google… uhm I mean… Bing for advice but didn’t find anything to help me so I opened a Microsoft support case about it. This is the response I got:

This is by design behavior currently. The appointment created in UCI doesn’t go through scheduling engine so all the appointments will be created in Open state. There is a feature work planned to enable scheduling engine in UCI, post which the appointments created in UCI will have the same status as there in webclient.

So let’s take a look what the consequences are and how we can work around this.

Continue reading “How To Change Default Appointment Behaviour In Unified Interface”

Use Characteristics to Fine-tune your Resource Result in URS – Part 1

In my previous article I refined my resource search with the Resource Category entity conditioned by the Event type. You can find that blog post here.

In this article I will add additional filtering with the help of the Characteristic entity when I continue my search for the perfect Resource.

This is part of a series of articles about Universal Resource Scheduling (URS) and examples on how to customize and use it for custom entities.
Continue reading “Use Characteristics to Fine-tune your Resource Result in URS – Part 1”

Blog at WordPress.com.

Up ↑