ADXStudio – Dynamics 365 Blog

ADXStudio – Dynamics 365 Blog

Recently, I faced a challenging and interesting task of implementing Signature Pad in Dynamics CRM Portal/ADXStudio. This blog demonstrates how to implement the HTML5 Signature Pad in CRM Portal/ADXStudio.

It is possible?

Yes, with some tricks, it is possible. Please follow the steps below to achieve it.

Signature Pad Reference

Please use the below link for the example and GitHub code which used as reference to embed the Signature Pad in CRM Portal.

Github Source code link

Signature Pad example link

Steps to Follow

Step 1: In Dynamics CRM, create a new entity, name it as “Signature”, and create the following fields:

Information form in Signature Pad entity (CRM):

Step 2: Create a new entity form record referring “Signature” entity and Respective Information form related to “Signature” entity in Dynamics CRM:

Step 3: By default, .js file is blocked in CRM attachments. For information on how to upload a JavaScript as web file in Dynamics CRM, please refer to the below blog which explains how to upload .js file in CRM Notes.

Dynamics 365 portals: JavaScript as Web Files

After enabling the .js file in CRM:

  1. Create a new web file in CRM.

Create a new web file and use the following configuration for “signature_pad.js” web file record.

Download the JavaScript from this GitHub link and upload the JavaScript file in CRM Notes related to “signature_pad.js” web file record:

  1. Again, create a new web file record in CRM and use the following configuration for “app.js” web file record.

Download the JavaScript from the GitHub link and upload the JavaScript file in CRM Notes related to ““app.js”.

  1. Create new web file record in CRM and use the following configuration for “signature-pad.css” web file record.

Upload the following CSS in notes attachment. I have slightly modified the code from GitHub by removing the background in CSS.

CSS Code:

.m-signature-pad 

.m-signature-pad:before, .m-signature-pad:after 

.m-signature-pad:after 

.m-signature-pad--body 

.m-signature-pad--body
  canvas 

.m-signature-pad--footer 

.m-signature-pad--footer
  .description 

.m-signature-pad--footer
  .left, .right 

.m-signature-pad--footer
  .left 

.m-signature-pad--footer
  .right 

@media screen and (max-width: 1024px) 
  #github 
}

@media screen and (min-device-width: 768px) and (max-device-width: 1024px) 
}

@media screen and (max-height: 320px) 
  .m-signature-pad--footer 
  .m-signature-pad--footer
    .description 
}

Save the CSS as “signature-pad.css” and upload in CRM Notes attachment:

Step 4: Create a new web template record in CRM and use the following configuration.

Use the below liquid template to paste in the Source Field in “Create Signature Web Template” record.

Liquid Template Code:

Click on this link to open liquid template code.

Step 5: Create a new Page Template Record in CRM and use the following configuration as mentioned below. Also, refer “Create Signature Web Template” Record.

Step 6: Create a new web page record in CRM and use the following configuration. Also, refer “Create Signature Page Template” record.

Step 7: Create a new metadata column in “Create Signature Entity Form” which is used to display the “success message” once the Signature Pad captured successfully.

Use the following code in Label:

Step 8: Finally, it will display like this in CRM Portal:

Signature Pad Gif Demo:

In my next blog, I will explain how to display the signature in CRM and how to display the signature in SSRS report.

The post Signature Pad in CRM Portal/ADXStudio appeared first on Dynamics 365 Blog.

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Dynamics 365 and SharePoint integration – Sharepoint folder naming issue in CRM-Sharepoint OOB integration when Primary attribute is more than 128 characters

Sharepoint folder naming issue in CRM-Sharepoint OOB integration when Primary attribute is more than 128 characters

CRM-Sharepoint integration – This topic has certainly lost the steam by now and anybody working in dynamics over the last 7-8 years have tried it out so many times. Done and dusted topic, isn’t it?

But just when I think I know it all, Dynamics surprises me with some hidden nuances and my today’s post is on it.

So here I was, setting up the mundane CRM-Sharepoint OOB integration and directly set-it up in client’s production environment. OOB feature, no testing required. But suddenly one issue reported by customer – “My two records in account are sharing the same folder in Sharepoint”.

But how is that possible? A little bit of digging and this is what I found out.

In Dynamics CRM – Sharepoint integration, the folder gets formed in the format – Primary Attribute Field value_. So if for an account record, it would be _.

Now let’s play around with the Account Name.

This is below account name I have given for one record.

“the quick brown fox jumps over the lazy dog. the quick brown fox jumps over the lazy dog. the quick brown fox jumps over the lazy dog. the quick brown fox jumps over the lazy dog.”

Below is the name for other account record.

“the quick brown fox jumps over the lazy dog. the quick brown fox jumps over the lazy dog. the quick brown fox jumps over the lazy dog. lorem ipsum dolor sit amet.”. Notice the part in bold I have changed from the previous account.

Now, let’s go and see the folder created for the first account record.

image

There is no guid in the folder name. The reason is in OOB integration, folder name limit is always 128 characters. So if primary attribute name length is more than 128 characters, it would be trimmed to 128 characters and then the folder name is formed. So first lesson learnt,the Guid is not mandatory in the folder naming in Sharepoint for CRM-Sharepoint OOB integration.

Now it’s obvious that this is a potential root-case of problems. I also uploaded one document for this record and as you can see from the screenshot.

Lets go ahead and see the folder created for record 2.

image

As you can see from the above screenshot, the folder name for record 2 is also mapped to the folder for record 1. This is because the first 128 characters for both the account records are same. Hence the same folder got created. And as you can see, although I have not uploaded any file in record 2, still the file uploaded in record 1 is visible here.

This can be a potential problem.

Hope this helps!

Debajit Dutta

Field Service – Dynamics 365 Blog

Field Service – Dynamics 365 Blog

This blog provides an overview of the Inventory Management in Dynamics 365.

For utilizing this feature in Dynamics 365 you would need to configure below items.

1. Configure and set up customer assets

Now as the name suggests, customer assets is a list of serviceable items. These customer assets can be created manually or automatically added to service location.

Manual Method

To view customer assets, go to Field Service; under the “Service Delivery” section in the sitemap, click on Customer Assets.

Microsoft Dynamics 365 Inventory Management (Field Service) – Part 1

You will see the Active Customer Assets view. Click on New to create a new asset record.

Fill in the Name of the asset and the Service Account to indicate the service location.

You could also fill in the Parent Asset to have hierarchical subcomponent of the assets. The Product is selected to identify this asset from the product catalogue

Save the record.

To Automatically Add to Service Location

In the product catalogue, find a product that you would like the system to automatically add as a customer asset when sold to a customer. In the Field Service section of the product record form, set the Convert to Customer Asset field to Yes.

Save the changes to the product record.

Now, when a work order is completed, by changing the work order system status to Closed – Posted, if the work order includes a work order product that was set to convert to Customer Asset, the system will automatically generate the customer asset record, and associate it with the service account listed on the work order.

2. Create a purchase order

A purchase order is created to purchase products to sell to a customer in a work order

  1. Create a purchase order

Go to Field Service and under the Inventory & Purchase section in the sitemap and click Purchase Orders.

You will see the Active Purchase Orders view. Click on New to create a new asset record.

Enter the Purchase Order Date and the Vendor. Fill in other details and Save the record.

If you link the purchase order to a work order, then when you receive the product, it will be added directly to the work order as a work order product.

  1. Add Products to the purchase order.

In the product sub grid section, click +Add Purchase Order product record.

In the New Purchase Order Product screen, set the product and associate the purchase order product. Save and close record.

  1. Get purchase order approved.

If you have permissions to approve the purchase order, then go to the purchase order and change the Approved Status to Approved.

  1. Create a receipt for the purchase order

When the order arrives, then you can create a receipt.

To create a purchase order receipt, go to Field Service, and under the Inventory & Purchase section in the sitemap, click Purchase Order Receipts.

You see the Active Purchase Order Receipts view. Click on New to create a new asset record.

Give the receipt a name and assign it to the purchase order, and then mark the person creating the receipt.

Save record.

Dynamics 365 provides a business process for the purchase order that assist in creating “purchase order receipt” and “purchase order bill” during the process.

The business process can be configured to as required but out of the box the business process screens are as below.

Clicking on Create would open the new record creation screen for purchase order receipt and purchase order bill respectively.

  1. Add purchase order receipt products

To add the purchase order receipt products, on the purchase order record, click the drop down arrow next to the purchase order name created, and then click Receipt Products.

  1. Create purchase order bill

Purchase Order bills can be created with the purchase order business process flow assistance as explained in the few steps above or by navigating to Field Service > Purchase Order Bills > click “New”.

Fill in the Purchase Order, Bill Date, Vendor Invoice Number for reference.

Save record.

To add items on the bill, from the top menu, click the drop-down arrow next to the bill name, and then click Receipt Products.

3. Create an inventory transfer

This is useful when the inventory location changes and you need to record the inventory location transfer

To initiate the inventory transfer, go to Field Service, and under the Inventory & Purchase section in the sitemap, click on Inventory Transfer.

Note: Do not create an inventory transfer using the +New option.

On the command bar at the top, click Transfer Inventory.

A new pop up window will appear.

Select the Source Warehouse — this is where the inventory is currently stored.

Select the Destination Warehouse — this is where the inventory will be moved to.

Select “Transfer All Products” or enter the quantity you want to transfer in the Transfer Qty field.

Note: you cannot transfer more than what is listed in Quantity On Hand.

Click Transfer.

4. Create an inventory adjustment

When you add, or subtract inventory to or from a warehouse, an inventory adjustment needs to be done.

  1. Create an inventory adjustment

For an inventory transfer, go to Field Service and under the Inventory & Purchase section in the sitemap, click on Inventory Adjustments.

On the Active Inventory Adjustment screen, click +New.

Choose the Warehouse where the inventory will be added or subtracted.

Choose who is making the adjustment.

Click Save.

  1. Add products to the inventory adjustment

From the top menu, click the drop-down arrow next to the item you created, and then click Products.

Click +Add New Inventory Adjustment Product.

Fill in the Product, Unit, and Quantity.

Click Save & Close.

5. Process a return

6. Create a return to vendor

(**Will cover the above 2 topics in my next blog.)

7. View product inventory

To view the product inventory, go to Field Service, and under the Inventory & Purchase section in the sitemap, click on Warehouses.

Select a warehouse from the list. From the top menu, click the arrow next to the warehouse name, and then click on Product Inventory.

Here, we get a view of the product inventory with below details:

  • Quantity Available represents how many units of the product are free to be used.
  • Quantity Allocated represents how many units of the product from this warehouse are reserved for work orders.
  • Quantity on Hand is the total of available and allocated inventory.
  • Quantity on Order represents how many units of that product are currently in the purchasing process, but have not yet been received.

More on processing an inventory return in my next blog.

Thanks for reading!

The post Microsoft Dynamics 365 Inventory Management (Field Service) – Part 1 appeared first on Dynamics 365 Blog.

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ClickDimensions – Dynamics 365 Blog – Install and Configure ClickDimensions

ClickDimensions – Dynamics 365 Blog

This post will take you through configuration and set up of ClickDimensions along with some tweaks in Dynamics CRM.

Products Used: Dynamics CRM 2016 & ClickDimensions

Features & Licensing:ClickDimensions pricing

Request a trial solution: If you are a ClickDimensions Partner, you can request 30-day trial from ClickDimensions.

Once you’ve submitted a request for a demo account, you will receive an email for ‘registration’. Registration includes a request for more details on your Dynamics CRM organization like:

  • Date Centre Location
  • MS CRM Version
  • Organization URL
  • Organization Unique ID (Can be found under settings>>Customizations>>Developer resources)
  • Login ID

configure clickdimensions web form

Image Source: www.clickdimensions.com

You will receive an email to download the managed solution shortly after you complete the registration form. Once you’ve download the solution, you can now import it into your Dynamics CRM organization.

Once the solution import is successful, refresh your CRM organization and you will be able to see the new entities & features.

configure-clickdimensions-web-form-1

configure-clickdimensions-web-form-2

configure-clickdimensions-web-form-3

Objective: To create a web form, integrate it into the website and Dynamics CRM. On submission of form, a ‘Case’ must be created in Dynamics CRM.

Limitation: ClickDimensions lets you create either a lead or contact (based on your selection in CRM) but not cases.

Tip: Create all custom fields and identify all standard fields which you would be using for your web form before getting into ClickDimensions configuration.

Configuration

Following are the key steps to attain our objective:

Create Domain

Go to Settings > ClickDimensions > Domain > New.

create-domain

Domain: ‘Name’ field on the form; this is where you will enter the ‘domain’ of your website. It must be without http and www.

Sub Domain Alias: This is not a mandatory field. If you don’t want to enter this, your web form URL will include ClickDimensions domain details and not your website’s. For example http://au-clickdimensions.com/smsmtcom-ae3mt/pages/oa0cnh1eeaa58q0a8uyoa.html. However, if you provide sub domain, your URL will include your subdomain, e.g. http://web.smsmt.com/smsmtcom-ae3mt/pages/oa0cnh1eeaa58q0a8uyoa.html

You can test your ‘sub domain alias’ by clicking on ‘Test Alias’ button.

test-subdomain-alias

If you see the following screen, that means you are on track.

process-successful

If you do not have a sub domain alias yet and would like to set it up, visit ClickDimensions Setup CNAMEs page.

Create Form Fields

This is different from what you have done with your Dynamics CRM entities. This is entirely about the web form we want to place on our website. Go to settings > ClickDimensions > Form Fields > New.

create-form-fields

Enter a name for your field, select a field type and type ‘Form Field ID’

Following are the types of Form Fields:

  • Text (single line of text)
  • Check Box
  • Date
  • Date & Time
  • Decimal
  • Email
  • Hidden (to learn more, visit ClickDimensions blog on hidden field)
  • Integer
  • List (drop down/pick list)
  • Money (currency)
  • Radio button
  • Text Area (multiple lines of text)
  • URL (website)

It is really important to have at least one email field on your web form. This would avoid duplication because email ID is checked against all CRM leads & contacts after submission. If the email ID already exists in CRM, data is updated against existing record, and if email ID does not exist in CRM, a new record is created.

Form Field ID: Enter any unique text here if you are going to use standard form builder (current scenario). But if you have to integrate your forms with a form capture visit this ClickDimensions Help page.

Once you click on ‘save’, mapping will be enabled on the form, so, that you can map it to lead or contact field or both.

mapping-will-be-enabled-on-the-form

Tricks on Form Fields: You might not immediately see your custom fields under ‘mappings’. You can overcome this issue by changing your field type to ‘list’ and then clicking on ‘publish custom fields’ under mappings. This will bring all your custom fields under mappings. Once done, you can change ‘field type’ back to its previous state (text in current scenario).

tricks-on-form-fields

Read more about Field Mappings here.

Create Web Content

Go to settings > ClickDimensions > Web Content > New.

create-web-content

Enter an appropriate name, then select the type of web content you have. Lookup your domain. Under ‘Create new visitor as,’ select Lead or Contact if required. These are the types of web content that can be created:

  • Form (current scenario)
  • Survey
  • Subscription
  • Landing Page

In ‘Auto response email,’ select a ClickDimensions email template and under ‘email subject’, type a suitable subject. Once you are done entering details, click ‘Save’. Once saved, you can now design your web form by clicking on ‘Design’. If you want your web form to be compatible and responsive for mobile devices, do select ‘yes’ in ‘Web Responsive’.

feedback-form

Once you click ‘Design’, below screen will pop up.

design

On the right hand side, you will see available fields for web form. After making changes, save the form and click preview:

preview-form

Once ready, you can embed URL in your website or blog by clicking on ‘Embed’. For more details this page.

embed-url-2

After your design is complete, click on ‘Publish’.

publish

Posted Forms

Every time a form is submitted on the website, a ‘Posted form’ and a ‘lead’ record is created in Dynamics CRM. Post Form is a ClickDimensions entity. Posted form includes info about any related lead or contact or both. To know more this page.

posted-forms

Limitation on Achieving the Objective

I could have used the lead record created after submission on website and converted it to a case via workflow automation of Dynamics CRM, but Clickdimensions creates a lead only once in the system with one email ID. Afterwards, if any submission comes from the same email ID, it will only update the existing lead record and not create a new lead. But as we know, ‘Feedbacks/Cases/Complaints’ can come multiple times from the same email ID; this didn’t work for me.

Solution: I used the ‘Posted forms’ instead of using leads. So, I created a workflow in Dynamics CRM, which was to create a case in Dynamics CRM upon creation of ‘Posted form’. All details in this case are pre-populated from my Lead record which is linked to (lookup reference) Posted forms. Below screenshot might help:

solution

Hope you find this post useful. Drop your questions & suggestions in the comment box below.

 

Microsoft Dynamics 365 Inventory Management (Field Service) – Part 1

Microsoft Dynamics 365 Inventory Management (Field Service) – Part 1

This blog provides an overview of the Inventory Management in Dynamics 365.

For utilizing this feature in Dynamics 365 you would need to configure below items.

1. Configure and set up customer assets

Now as the name suggests, customer assets is a list of serviceable items. These customer assets can be created manually or automatically added to service location.

Manual Method

To view customer assets, go to Field Service; under the “Service Delivery” section in the sitemap, click on Customer Assets.

Microsoft Dynamics 365 Inventory Management (Field Service) – Part 1

You will see the Active Customer Assets view. Click on New to create a new asset record.

Fill in the Name of the asset and the Service Account to indicate the service location.

You could also fill in the Parent Asset to have hierarchical subcomponent of the assets. The Product is selected to identify this asset from the product catalogue

Save the record.

To Automatically Add to Service Location

In the product catalogue, find a product that you would like the system to automatically add as a customer asset when sold to a customer. In the Field Service section of the product record form, set the Convert to Customer Asset field to Yes.

Save the changes to the product record.

Now, when a work order is completed, by changing the work order system status to Closed – Posted, if the work order includes a work order product that was set to convert to Customer Asset, the system will automatically generate the customer asset record, and associate it with the service account listed on the work order.

2. Create a purchase order

A purchase order is created to purchase products to sell to a customer in a work order

  1. Create a purchase order

Go to Field Service and under the Inventory & Purchase section in the sitemap and click Purchase Orders.

You will see the Active Purchase Orders view. Click on New to create a new asset record.

Enter the Purchase Order Date and the Vendor. Fill in other details and Save the record.

If you link the purchase order to a work order, then when you receive the product, it will be added directly to the work order as a work order product.

  1. Add Products to the purchase order.

In the product sub grid section, click +Add Purchase Order product record.

In the New Purchase Order Product screen, set the product and associate the purchase order product. Save and close record.

  1. Get purchase order approved.

If you have permissions to approve the purchase order, then go to the purchase order and change the Approved Status to Approved.

  1. Create a receipt for the purchase order

When the order arrives, then you can create a receipt.

To create a purchase order receipt, go to Field Service, and under the Inventory & Purchase section in the sitemap, click Purchase Order Receipts.

You see the Active Purchase Order Receipts view. Click on New to create a new asset record.

Give the receipt a name and assign it to the purchase order, and then mark the person creating the receipt.

Save record.

Dynamics 365 provides a business process for the purchase order that assist in creating “purchase order receipt” and “purchase order bill” during the process.

The business process can be configured to as required but out of the box the business process screens are as below.

Clicking on Create would open the new record creation screen for purchase order receipt and purchase order bill respectively.

  1. Add purchase order receipt products

To add the purchase order receipt products, on the purchase order record, click the drop down arrow next to the purchase order name created, and then click Receipt Products.

  1. Create purchase order bill

Purchase Order bills can be created with the purchase order business process flow assistance as explained in the few steps above or by navigating to Field Service > Purchase Order Bills > click “New”.

Fill in the Purchase Order, Bill Date, Vendor Invoice Number for reference.

Save record.

To add items on the bill, from the top menu, click the drop-down arrow next to the bill name, and then click Receipt Products.

3. Create an inventory transfer

This is useful when the inventory location changes and you need to record the inventory location transfer

To initiate the inventory transfer, go to Field Service, and under the Inventory & Purchase section in the sitemap, click on Inventory Transfer.

Note: Do not create an inventory transfer using the +New option.

On the command bar at the top, click Transfer Inventory.

A new pop up window will appear.

Select the Source Warehouse — this is where the inventory is currently stored.

Select the Destination Warehouse — this is where the inventory will be moved to.

Select “Transfer All Products” or enter the quantity you want to transfer in the Transfer Qty field.

Note: you cannot transfer more than what is listed in Quantity On Hand.

Click Transfer.

4. Create an inventory adjustment

When you add, or subtract inventory to or from a warehouse, an inventory adjustment needs to be done.

  1. Create an inventory adjustment

For an inventory transfer, go to Field Service and under the Inventory & Purchase section in the sitemap, click on Inventory Adjustments.

On the Active Inventory Adjustment screen, click +New.

Choose the Warehouse where the inventory will be added or subtracted.

Choose who is making the adjustment.

Click Save.

  1. Add products to the inventory adjustment

From the top menu, click the drop-down arrow next to the item you created, and then click Products.

Click +Add New Inventory Adjustment Product.

Fill in the Product, Unit, and Quantity.

Click Save & Close.

5. Process a return

6. Create a return to vendor

(**Will cover the above 2 topics in my next blog.)

7. View product inventory

To view the product inventory, go to Field Service, and under the Inventory & Purchase section in the sitemap, click on Warehouses.

Select a warehouse from the list. From the top menu, click the arrow next to the warehouse name, and then click on Product Inventory.

Here, we get a view of the product inventory with below details:

  • Quantity Available represents how many units of the product are free to be used.
  • Quantity Allocated represents how many units of the product from this warehouse are reserved for work orders.
  • Quantity on Hand is the total of available and allocated inventory.
  • Quantity on Order represents how many units of that product are currently in the purchasing process, but have not yet been received.

More on processing an inventory return in my next blog.

Thanks for reading!

Published at Mon, 31 Jul 2017 17:00:19 +0000

Microsoft Dynamics 365 Resource Scheduling (Field Service)

Microsoft Dynamics 365 Resource Scheduling (Field Service)

In this blog, let’s consider the resource scheduling settings to be done for working on the Field Service schedule board.

To begin with, for the schedule board functionality, we need to turn on maps. To turn on the maps, go to Resource Scheduling > Administration.

Microsoft Dynamics 365 Resource Scheduling (Field Service)

Click Scheduling Parameters.

Set Connect to Maps to Yes.

Click OK on the disclosure window and Save the record.

Also, let’s look at the resources data to be configured for filtering the right resources as per the work orders and services.

Go to Resource Scheduling, and under the Scheduling Section, we have various scheduling criteria data to be set as seen in the screenshot below.

  1. Resources: This displays the list of all bookable resources available in the system. The resource types could be Contact, User, Account, Equipment or Group.

For creating a new resource, click on +NEW and fill in the resource information.

Here you set the resource type. You can also specify the known resource skills, role, target utilization and characteristics with rating values, among other resource information that be captured.

  1. Resource Roles: This is a list of all the different roles of resources available in the organization.

New roles can be created by clicking +NEW. Give the role a new name. Billing Type can be set for the resource to chargeable/non-chargeable. Skills required for the role can be listed too.

  1. Resource Skills: This displays the characteristics of the resources that could be required for providing service.

 

Each characteristic type might require an approval at the resource level. While creating a skill, record details and save.

  1. Proficiency Models: Different rating models can be configured along with the rating values.

  1. Resource Requirements: Under resource requirements, you have preconfigured views that return list of resources as per the allocation and availability.

  1. Resource Bookings: Here we have the list of all the resource bookings. The start/end time, duration, booking time, status for each resource booking.

Here’s an overview of the schedule board.

To view the schedule board, go to Resource Scheduling > Schedule Board.

The schedule board is displayed with various filtering options as in the screenshot below.

The work orders would be displayed in different colour (as the legend seen above) as per the work order status and allocation. You can drag-drop available resource on to a work order on the schedule board or the scheduling assistant or the Book tool to manually book a resource on a work order.

The map view helps in locating the resource and the work order/service requirement.

The Resource Scheduling Optimization solution provides automatic scheduling of multiple booking requirements that minimizes overall travel time and maximizes efficient use of all resources. Resource availability, skills required, working hours, duration, and time windows are considered to optimize schedule.

Click the settings icon to manage the schedule board settings. The board settings that can be managed are:

  • Time Zone
  • Working Time
  • Resolution Time
  • Resources per Page
  • Number of weeks per page
  • Travel Duration Settings

  • View Settings
  • Booking Requirement Settings

You can edit tab settings by clicking on the Open Tab Settings button.

In the schedule board in the top right corner, we have the Initial public view (tab settings window for this view is seen above). To create a new tab click +. The tab settings window would be displayed for the new tab. Fill in details and click Apply.

That’s it in this blog on Resource Scheduling and an overview of the Schedule Board.

Thank You!

Published at Thu, 10 Aug 2017 17:00:29 +0000

What’s up with Dynamics 365 Business Apps?

What’s up with Dynamics 365 Business Apps?

Overview

Dynamics 365 arrived with a myriad of new features and functionalities, one of which is Business Apps. In this post, we’ll talk about what it is and how it can benefit users and developers.

Well, what is Business Apps?

The official description describes Apps as “solution-aware components that store references to the existing Dynamics 365 schema.” You can create custom task-based apps which access and visibility can be controlled using security roles.

This is a new concept to Dynamics CRM, but it is crucial for Microsoft as it allows then to combine applications (such as Dynamics CRM, AX, and NAV) to be integrated into Dynamics 365. Dynamics 365 also separates CRM existing and new functionalities into separate applications (such as Sales, Customer Service, Field Service, and Project Service Automation).

Admittedly, this concept can be rather confusing for existing Dynamics CRM users who are used to all those functionalities packaged into a single navigation system, but it is easy to get used to it.

Think about it as applications within Dynamics 365. First, you choose what task you want to do (say, Sales), then you can access functionalities within the Sales App. If you then decide you want to do something else (say, Customer Service), then you swap between applications by choosing Customer Service App, and so on.

What’s up with Dynamics 365 Business Apps?

Once you select the business app (in this example Sales), Dynamics 365 will then navigate to the app’s main page, and clicking on the Apps’ main menu will display the ever familiar navigation menu. The difference is that this menu will only show items that are part of selected app (in this case Sales) instead of all items the logged-in user has permission to view.

What’s the difference with Solution?

Solution packages customizations and custom code into a distribution artefact. This includes entities, fields, processes, assemblies, security roles, etc. Apps are also part of solution. An app packages a subset of solution into a task-oriented module.

As an analogy, if previously Dynamics CRM is a solution, then the different modules (Sales, Marketing, and Service) are apps.

Where to get apps?

Microsoft provides AppSource, an application store where line-of-business SaaS applications from Microsoft and its partners are available for free trial or purchase. As of January 2017, it hosts more than 450 applications, more than 250 of which are for Dynamics 365.

You can get apps directly from Dynamics 365 by clicking on Get more apps link on My Apps menu panel.

Designing your own apps

Designing apps is relatively straightforward with App Designer. It looks and feels like the new Business Process Flow designer.

  1. Add/Edit/Remove Artifacts and Entity Assets (1, 1a, 1b)

Using these controls, you can add artefacts such as entities, choose dashboards and Business Process Flows for the entity (1a). You can also choose which forms, views and charts for the selected entities via Entity Assets (1b).

  1. Site Map

Open Site Map designer by clicking on the arrow button.

  1. Dashboards

Display which dashboards selected. Click on Arrow button to edit.

  1. Business Process Flows

Display which Business Process Flows selected. Click on arrow button to edit.

  1. Entity View

Display and select which forms, views and charts to select for an entity.

  1. Save, Validate, and Publish

Save, validate and publish your app.

Summary

The new Business Apps feature is an elegant way to group functionalities. Previously, this would have been done using Sitemap and Security Roles, which can be rather complex and problematic.

Published at Tue, 15 Aug 2017 17:00:59 +0000

Error : Plugin registration tool stopped connecting to Dynamics 365

 

In case you have been trying to get the Dynamics 365 SDK plugin registration tool to work for latest version of Dynamics 365 online and facing issues like this one:

· At making a connection stage the tool keeps on circling all the data centres and still does not connect and gives error such as Bad username or password

· Error during connection such as Bad request

· IF you pick specific data centre also, still get error while connecting.

Well, you need to download the latest plugin registration tool. Following simple steps help to download Dynamics 365 9.0 tools:

You can follow below steps with screens or for more details information look into Microsoft docs link

1. Open Power Shell from windows menu.

2. Navigate to folder location where tools will download.

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3. Copy Paste following command in PowerShell command( referred from the Microsoft Link).

$sourceNugetExe = “https://dist.nuget.org/win-x86-commandline/latest/nuget.exe”

$targetNugetExe = “.nuget.exe”

Remove-Item .Tools -Force -Recurse -ErrorAction Ignore

Invoke-WebRequest $sourceNugetExe -OutFile $targetNugetExe

Set-Alias nuget $targetNugetExe -Scope Global -Verbose

##

##Download Plugin Registration Tool

##

./nuget install Microsoft.CrmSdk.XrmTooling.PluginRegistrationTool -O .Tools

md .ToolsPluginRegistration

$prtFolder = Get-ChildItem ./Tools | Where-Object

move .Tools$prtFoldertools*.* .ToolsPluginRegistration

Remove-Item .Tools$prtFolder -Force -Recurse

##

##Download CoreTools

##

./nuget install Microsoft.CrmSdk.CoreTools -O .Tools

md .ToolsCoreTools

$coreToolsFolder = Get-ChildItem ./Tools | Where-Object

move .Tools$coreToolsFoldercontentbincoretools*.* .ToolsCoreTools

Remove-Item .Tools$coreToolsFolder -Force -Recurse

##

##Download Configuration Migration

##

./nuget install Microsoft.CrmSdk.XrmTooling.ConfigurationMigration.Wpf -O .Tools

md .ToolsConfigurationMigration

$configMigFolder = Get-ChildItem ./Tools | Where-Object

move .Tools$configMigFoldertools*.* .ToolsConfigurationMigration

Remove-Item .Tools$configMigFolder -Force -Recurse

##

##Download Package Deployer

##

./nuget install Microsoft.CrmSdk.XrmTooling.PackageDeployment.WPF -O .Tools

md .ToolsPackageDeployment

$pdFolder = Get-ChildItem ./Tools | Where-Object

move .Tools$pdFoldertools*.* .ToolsPackageDeployment

Remove-Item .Tools$pdFolder -Force -Recurse

##

##Remove NuGet.exe

##

Remove-Item nuget.exe

4. Hit enter button Tools will be downloaded in specific folder.

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5. After successful execution of command check tools downloaded in specific location.

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Try using this Plugin registration tool with latest version of Dynamics 365 and it will work just fine.

Hope it helps and Happy Learning.

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Plugin registration tool stopped connecting to Dynamics 365

Styling ClickDimensions Web Forms Using Code Editor

Styling ClickDimensions Web Forms Using Code Editor

ClickDimensions has a drag-and-drop feature to build web forms. I’ve just recently started learning and using ClickDimensions in our project. Building web forms is easy due to its drag and drop feature, but the properties of the controls are limited to just font properties. How about the other styling options? Good thing there’s the Code Editor that allows developers to modify the CSS and JavaScript of the web forms.

The Code Editor can be found in the menu bar of the Web Designer.

code editor

The Code Editor window displays the web form’s HTML, CSS and JavaScript. There’s also a preview box where you can easily view the updated changes you’ve applied in your CSS and JavaScript without going through its URL. Just click on the Refresh button and the updates will display.

Styling ClickDimensions Web Forms Using Code Editor 2

Let’s now try to modify one textbox added in our web form. But the first question here is how to get the ID of the textbox because in CSS, the first thing you need is the ID of the component to modify its properties. With the help of the Developer Tool, I can easily get the ID of one textbox.

We’ll use country code for our example. Since the country code consists of 2 to 3 characters only, we need to shrink the width of the text box to 50. To do this, use the developer tool to get the ID of the text box.

get ID of textbox

get ID of textbox 2

Go back to the CSS Editor and add the specific property you want to modify.

 

 

Refresh the preview box to see the changes.

refresh preview box

Conclusion

ClickDimensions control styling options are limited to font styling. The code editor is a big help when we want to extend the styling of the web controls in addition to what is provided out-of-the-box. It would be better if all styling options are included out-of-the-box, but still, it’s a good way of getting closer to learning CSS.

In my next blog, we’ll talk about applying JavaScript in Web Forms.

Hope this blog helps you.