May 2019 ~ CRMONCE: Microsoft Dynamics Solutions

How to auto populate the Customer/Account field from current login user's customer in Dynamics 365 Portals

20:15 – by Uma Mahesh 2

Summary : How to auto populate the Customer/Account field from current login user's customer in Dynamics 365 Portals

Open your EntityForm or WebForm Step and place the following code on advanced JavaScript field.

Code:

$(document).ready(function () {

{% if user %}
$("#customerid").val('{{user.parentcustomerid.id}}');
$("#customerid_name").val('{{user.parentcustomerid.name}}');
$("#customerid_entityname").val("account");

{% endif %}
});

In the above code replace customerid field with your field schema name and {{user.parentcustomerid.id}} replace with you field name of user entity.
ex: {{user.yourfieldname.id}}

Enabling Maintenance Mode – CRM Portals

20:23 – by Uma Mahesh 0

Summary : Enabling Maintenance Mode – CRM Portals

When our website is scheduled for maintenance or is down due to temporary outage.

When a customer accesses the website during maintenance, unpredictable behavior and intermittent unavailability might be experienced.

As a portal administrator, we can configure our portal to display a proper message to customers whenever a maintenance activity is going on.

Ex:

1. Solution packages are being upgraded

2. Deployments and upgrades

Field Service WorkOrder Life Cycle in Dynamics 365 CRM

20:25 – by Uma Mahesh 0

WorkOrder Life Cycle in Dynamics 365 CRM:

A work order in dynamics 365 for field service has data on what work has to be done.
It's used to coordinate and schedule resources and activities.

It will be used for various styles of work, like installations, repairs, or preventive maintenance.

A work order is typically created from a case or opportunity. It is then scheduled either manually or using the schedule assistant and then dispatched. Once the work is complete, it's reviewed and approved by a manager.

Work order creation: A work order is created, usually from a case or opportunity
schedule: the work order is then scheduled.
Dispatch: the work order is dispatched.
Service: the work order is performed and details are updated.
Review/approval: the work order is reviewed and approved by a supervisor.
Invoice and inventory adjustment: inventory adjustments are made and an invoice is generated for the corresponding account.