Prior to the Wave 1 2020 release, the allocation of charges capability was available only on the Purchasing side of F&O processes. In this blog, we’ll review the Current State process and share some exciting news about Future State process.
Does your company have a Twitter account? While Twitter is a great way to connect with your customers and partners, it can also be a great way for your employees to see what your company is presenting to the outside world. Since Dynamics 365 is one of the first places many employees start their day, displaying a Twitter feed on a Dynamics 365 dashboard can be a great way to keep up-to-date with the latest company news. In today's blog, we'll be adding our PowerObjects Twitter account, @joecrm, to a dashboard!
First, you need to create a widget while logged in to a Twitter account at https://twitter.com/settings/widgets. Note that this does not need to be the same Twitter account you are creating the widget for.
Click Create New to get started making your widget. A drop-down box will appear, allowing you to select what type of widget you would like. In this example, we'll be creating a profile widget, but you can always display a widget of likes, a list, a collection, or a search if this suits your needs.
Twitter will now ask you what you would like to embed. This is inputted in the form of a Twitter URL for the feed you want. Simply click in the input box or press the down arrow and Twitter will give you guidelines on the type of URL to use.
In this case, we are creating a widget for the PowerObjects Twitter account (@joecrm), so we would enter https://twitter.com/joecrm.
You will now be presented with two display options – Embedded Timeline or Twitter Buttons. In this circumstance, use the Embedded Timeline option.
At this stage, you can set customization options like the widget's height, width and language if you want to. Otherwise, you are all ready to start embedding your Twitter feed into a dashboard. Twitter will give you a piece of code that we will be using in a web resource in Dynamics 365. You can press Copy Code to keep the code on your clipboard, or you may want to temporarily paste it into a Notepad file or keep the tab open.
Now let's head over to Dynamics 365. Navigate to Settings > Customizations and select Customize the System.
In the new window that opens, select Dashboards on the left pane.
You can select New > Dashboard to create a new dashboard or add the widget to an existing dashboard if you prefer. In this example, we're going to create a new dashboard.
Select the layout you prefer. In this example, we're going to select the 2-Column Regular Dashboard. Once your layout is selected, click Create.
We're going to name our dashboard Twitter, but you may call it anything you like. Decide which box you'd like to place the Twitter feed in, then select the Insert Web Resource button, which is the globe symbol on the bottom right of available buttons.
In the window that pops up, press the lookup icon next to Web resource, scroll down and select Look Up More Records.
In the Look Up More Records box that appears, press New at the bottom.
In this example, we're going to name our web resource new_twitterfeed with the display name Twitter. We will select the Type as Webpage (HTML) and the language as English.
Once these fields are complete, click the Text Editor button. This is where we will insert the code that we copied earlier. Click the Source tab and paste the code between the body tags. Your code should look like this:
Press OK which will close the window. Now, in the Web Resource window, press Save and then Publish. You can now close this window. You will now see your new Twitter web resource selected in the Look Up More Records window. Press Add at the bottom.
Now you can complete other options for Add Web Resource such as name, label, and visibility. In this example we just set the Name and Label to Twitter. Press OK when done.
You have now added your Twitter widget onto your dashboard! You may want to change the size, such as the height, by pressing the ellipses on the top bar and selecting the buttons to modify the size. Here is our example with our Twitter feed alongside a chart and list:
Press Save and Close after you have formatted the size as you like, and add any other dashboard components you want. To make the changes active, you will need to publish your dashboard by selecting it and using the Publish button in the Dashboards customization screen.
That's it! Let's navigate over to Sales > Dashboards and select Twitter from the drop-down menu of Dashboards. A beautiful and scrollable Twitter feed right there on the dashboard! Amazing!
And if you love Twitter, be sure to follow me @joecrm!
Happy Social Dynamics 365'ing!