Posts in Category: configuration

Finding your Azure Tenant Id

If you’re connecting with the Dynamics Web API in a Function or Service, you need to know your Azure Tenant Id.  If you don’t have a custom domain, this is relatively simple, but if you do have a custom domain, it can be slightly obscured and/or completely hidden from what you are doing.

To find you Tenant Id, simply go to the Azure Active Directory, scroll down to Custom Domains and look for the domain that looks something like xxxxxxxx.onmicrosoft.com.

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That will be thetenant id that you will want to connect with, not your custom domain name.

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The Simplest Dynamics Feature Request

This post is going to have no code and might sound a bit preachy, but I have to get this off my chest because it keeps rearing it’s ugly head.

The new features existing and coming into Dynamics365 are great.  I’ve been spending the last few weeks catching up on some sessions from last year’s Ignite and working with some new features I haven’t had much time for in the past six months.

They are all great and you can see a direction the product is entering.

But here I am, working with a customer to increase their level of adoption with Dynamics inside their company (some rogue groups, it happens, we’ve all been there) and the one thing they ask for…

Can we setup default dashboards for users, groups or teams?

Can we default

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Dynamics365 App Designer – External URLs

I was working with the App Designer this week in Dynamics365 and ran into an issue where I had created a second area in my sitemap but when I went to look in the app itself, I wasn’t able to see it.

If you’re not familiar with where Areas appear in the new Apps view, your second area will show in the bottom left corner (it’s a little hidden but it’s there).

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In my scenario, I had an Area called Tools, but when I went to it I only had one item showing, even though in the designer, I had two and they had all passed validation checks.


Manually Setting up the Unified Service Desk

I had a problem a few weeks ago where I could not get the sample applications to install via the Package Deployer for the Unified Service Desk.  After way too many hours trying to get it to work, I decided to manually install the thing so I could get it up and running.

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WARNING: The following steps have been performed on v9.0 of Dynamics365 and serve to get your Unified Service Desk up and running with only the base configuration.

Installation

Download the Unified Service Desk Package Deployer, available here.

When extracted navigate tot eh solutions folder as shown below.

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Understanding Form Types in Dynamics v9

In Dynamics v9, there are four custom form types that you can apply to your entities, all with a variety of features attached to them.  In previous versions there were more types but these have been rolled into these four as part of their usage in Power Apps and the User-Unified Interface.

If you’re new to Dynamics here’s the quick primer on getting started.

Main Form

The main form is strictly what it means, it’s the central form for accessing your entity in the web view across a variety of browsers.  This version of the form has been around for years.

mainform

Quick Create Form

If you want

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