Last summer I tried to set up a custom website and implement Dynamics Omnichannel chat widget with authenticated users. While Microsoft documentation clearly stated this could be done, I was not able to set it up properly, largely because documentation was a bit unclear. Since then, the documentation improved drastically and I thought I would give it another shot. Still, there were some hiccups here and there along the road chat, but this time I got the job done and wanted to share the steps with all you guys.

This is my first blog post of this year after some well-deserved rest. The holidays were mostly spent with family - eating a lot of gingerbread and lussebullar among other things - but also, I managed to sit down and reread the book Clean Code by Robert C. Martin. This is a good and well-known book among programmers. I wanted to list how the Clean Code principles can be implemented in the Power Platform space and make your environments cleaner and more manageable.

Note: this is an unsupported customization and may be subject to changes by Microsoft. So I wanted to recreate the convert email to opportunity functionality and started to search online for any solutions. That is where I stumbled upon Guidinger’s and Capek’s fantastic posts on how you can create custom dialogs. So I experimented a bit with this and here I will share my own experiences. How to find CRM’s OOB-dialogs I didn’t want to recreate the entire form-xml dialog from scratch, so I tried to find a way to fetch the OOB-dialogs in dynamics.