Omni Channel for Customer Service is a new offering from Microsoft that sits on top of the existing Microsoft Dynamics 365 platform. As the name suggests the new robust platform is specifically built for the Customer Service agents, supervisors and administrators to handle Customers across different channels at the same time.
As of today the platform supports various channels such as Chat, SMS, Facebook, Twitter, etc. The platform also be extended to support System and Custom entities. Currently WhatsApp, Microsoft Teams and integration with other Custom channels is still in preview mode.
Queues and Users –
Work Distribution is a concept of Omni Channel for Customer Service that ensures conversations are routed effectively to relevant agents based on their availability and skills.
In the upcoming posts, we will explain how to provision, configure and extend this super awesome platform. So keep an eye on this blog.
The post Introduction to Microsoft Omni Channel for Customer Service appeared first on Microsoft Dynamics 365 Blog.
]]>The post Dynamics CRM V9 / D365 Connection through Console without Prompt appeared first on Microsoft Dynamics 365 Blog.
]]>Pass user credentials with service URL and client id in Authentication Context
string authority = "https://login.microsoftonline.com/68e86d2-65ed-4666-8ee-f8ce245d20de/oauth2/authorize";
AuthenticationContext authContext = new AuthenticationContext(authority, false);
var credentials = new UserCredential("shashank@s.onmicrosoft.com", "pas@wrd1");
//without prompt
AuthenticationResult authResult = authContext.AcquireToken(serviceUrl, clientId, credentials);
authHeader = new AuthenticationHeaderValue("Bearer", authResult.AccessToken);
You can have a look at my code here :Sample Code
Happy Coding and CRMing
SOURCE : mscrm.com
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]]>The post Unable to Connect Plugin Registration tool with MS CRM v9 / D365 SDK appeared first on Microsoft Dynamics 365 Blog.
]]>For downloading the latest PRT from VS Nuget packages – this link might be useful
Step 1 Open Fiddler and navigate to Tools – Options – HTTPS Tab
Step 2 Under HTTPS tab click on to Protocols link – a Popup will come change the TLS vesion from 1.0 / 1.1 to tls 1.2. i.e. “ <client>;ssl3;tls1.2 ” and press on ok
Now you will be able to connect to your CRM v9 Organisation with PRT
Happy CRMing
SOURCE : mscrm.com
The post Unable to Connect Plugin Registration tool with MS CRM v9 / D365 SDK appeared first on Microsoft Dynamics 365 Blog.
]]>The post Entity for Views in CRM based on View Ownership – SavedQuery and UserQuery Entity appeared first on Microsoft Dynamics 365 Blog.
]]>1) Organisation or System View – stored in the View Entity (SavedQuery)
2) Individual, personal or User/Team View – stored in the Saved View Entity (UserQuery)
Below is the Fetch XML that you can use to retrieve the Data of the entites
1) Organisation or System View
<fetch top="5000" >
<entity name="savedquery" >
<attribute name="name" alias="ViewName" />
<attribute name="createdbyname" alias="Owner" />
<attribute name="description" alias="Description" />
<attribute name="returnedtypecode" alias="returnCode" />
<attribute name="fetchxml" alias="fetchXML" />
</entity>
</fetch>
2) Individual, personal or User/Team View
<fetch top="5000" >
<entity name="userquery" >
<all-attributes/>
<attribute name="name" />
<order attribute="name" descending="false" />
<attribute name="ownerid" />
<attribute name="modifiedon" />
<attribute name="userqueryid" />
</entity>
</fetch>
We can retrieve the data of these entries by C# also you can see the full code example here:
https://msdn.microsoft.com/en-us/library/gg594431.aspx
You can also use LINQ query for retrieving these view.
Happy CRMing
The post Entity for Views in CRM based on View Ownership – SavedQuery and UserQuery Entity appeared first on Microsoft Dynamics 365 Blog.
]]>The post Add value in option set – Status Reason C# appeared first on Microsoft Dynamics 365 Blog.
]]>Happy Coding
The post Add value in option set – Status Reason C# appeared first on Microsoft Dynamics 365 Blog.
]]>The post Validation to accept only Numeric Character in MS CRM appeared first on Microsoft Dynamics 365 Blog.
]]>function ValidateOnlyNumeric(context) {
Hope it helps
Happy Coding
The post Validation to accept only Numeric Character in MS CRM appeared first on Microsoft Dynamics 365 Blog.
]]>The post Connect to Dynamics CRM / D365 WebApi v9 from Console Application C# appeared first on Microsoft Dynamics 365 Blog.
]]>Prerequisites
CRM / D365 Trial Organisation
Step 1 Login to azure portal https://portal.azure.com with your CRM credentials
Step 2 Click on Azure Active Directory – App registrations
Step 3 Click on to New application registration
Step 4 Enter Your Desired Name and Redirect URL but select Native in Application type and click on create Button
Step 5 After some some time you will be able to see your created apps then click on it
Step 6 Then click on Required permissions under API Access and then click on Add
Step 7 Click on Select API and then Select Dynamics CRM Online and Click on Select
Step 8 Select Access CRM Online as organisation users checkbox and click on Select Button
Step 9 Then click on Done
Build the Console Application
Step 1 Navigate to Microsoft Url for sample for web API or click here quick start sample and extract to your desired location
Step 2 Open the Solution file in vs and you have to edit the code by reading the comment with TODO tag
Step 3 Update the service URLwith your current CRM organisation
Eg:
private static string serviceUrl = "https://sa##x.crm8.dynamics.com"; // CRM Online
To get the client ID go to your app in Azure and copy the GUID specified for Application ID
To get the client ID go to your app in Azure and copy the GUID specified for Application ID and redirecting URL to Home Page URL ( will be same as you gave at the time of app creation in Redirecting URL)
private static string serviceUrl = "https://sablecafex.crm8.dynamics.com"; // CRM Online
private static string userAccount = null; //CRM user account
private static string domain = null; //CRM server domain
private static string clientId = "e5cf0024-a66a-4f16-85ce-99ba97a24bb2";
private static string redirectUrl = "http://localhost"; //e.g. "http://localhost/SdkSample"
Step 3 Update Authentication Context with direct Authorisation Endpoint URL
To get Authorisation Endpoint URL go to your app in Azure click on Endpoints button
And copy the OAUTH 2.0 Authorization Endpoint URL
string authority = "https://login.microsoftonline.com/e5cf0024-a66a-4f16-85ce-99ba97a24bb2/oauth2/authorize";
AuthenticationContext authContext = new AuthenticationContext(authority, false);
//AuthenticationParameters ap = AuthenticationParameters.CreateFromResourceUrlAsync(
// new Uri(serviceUrl + "api/data/")).Result;
//AuthenticationContext authContext = new AuthenticationContext(ap.Authority, false);
string authority = "https://login.microsoftonline.com/e5cf0024-a66a-4f16-85ce-99ba97a24bb2/oauth2/authorize";
AuthenticationContext authContext = new AuthenticationContext(authority, false);
AuthenticationResult authResult = authContext.AcquireToken(serviceUrl, clientId, new Uri(redirectUrl), PromptBehavior.Always);
The above code is connection with Prompt dialogue, for connection without prompt see my another thread – without prompt
Step 4 Rebuild
Include the below reference to your project(to global config file the line before where your client credentials is configured) and change the .Net framework to 4.6.1 and rebuild
for More details on it refer to my another thread here
Step 5 Rebuild Your code and run it you will be prompted with sign in page enter your credentials
Step 5 Press on Accept
And Your are done
You can have a look at my code here : My Sample Code
Inspired By : Nishant Rana’s Weblog
Happy Coding and CRMing
SOURCE : mscrm.com
The post Connect to Dynamics CRM / D365 WebApi v9 from Console Application C# appeared first on Microsoft Dynamics 365 Blog.
]]>The post Dynamics CRM V9 / D365 connection Error Console or Custom Web Application appeared first on Microsoft Dynamics 365 Blog.
]]>Message : “One or more errors occurred.”
Source : “mscorlib”
Code Snippet :
//Create an HTTP client to send a request message to the CRM Web service.
using (HttpClient httpClient = new HttpClient(messageHandler))
{
//Specify the Web API address of the service and the period of time each request
// has to execute.
httpClient.BaseAddress = new Uri(serviceUrl);
httpClient.Timeout = new TimeSpan(0, 2, 0); //2 minutes
ServicePointManager.SecurityProtocol = SecurityProtocolType.Tls11 | SecurityProtocolType.Tls12;
//Send the WhoAmI request to the Web API using a GET request.
var response = httpClient.GetAsync(“api/data/v9.0/WhoAmI”,
HttpCompletionOption.ResponseHeadersRead).Result;
if (response.IsSuccessStatusCode)
{
//Get the response content and parse it.
JObject body = JObject.Parse(response.Content.ReadAsStringAsync().Result);
Guid userId = (Guid)body[“UserId”];
Console.WriteLine(“Your system user ID is: {0}”, userId);
}
else
{
Console.WriteLine(“The request failed with a status of ‘{0}'”,
response.ReasonPhrase);
}
}
Happy Coding
SOURCE : https://community.dynamics.com
The post Dynamics CRM V9 / D365 connection Error Console or Custom Web Application appeared first on Microsoft Dynamics 365 Blog.
]]>The post CRM Rest Builder for Dynamics CRM D365 / MSCRM 2013, 2015, 2016 appeared first on Microsoft Dynamics 365 Blog.
]]>For 2015 & 2016 & D365 use the v2.5.0.0 release
For 2011 & 2013 use the v1.5.0.0 release
1) CRM Rest Builder GIT Hub URL
2) CRM Rest Builder Drive v2.5.0.0 , v1.5.0.0
And follow the below steps
Step 1 – Navigate to your Organisation Settings -> Solutions and click on Import Button
Step 2 – Click on to Browse Button
Step 3 – Navigate to the solution file previously downloaded and click on open and then click on Next
Step 4 – Click on to Import Button
Step 5 – After some time you will see the below success message
Step 6 – Now you will be able to see the CRM Rest Builder Button on the ribbon bar on solutions Click on it
And You are good to go with CRM Rest Builder
Happy CRMing
SOURCE : mscrm.com
The post CRM Rest Builder for Dynamics CRM D365 / MSCRM 2013, 2015, 2016 appeared first on Microsoft Dynamics 365 Blog.
]]>The post Getting Started Free Trial – Live Assist for Microsoft Dynamics 365 appeared first on Microsoft Dynamics 365 Blog.
]]>
Validate the information and click on continue button by accepting the terms and condition
Select your organisation and press on Agree button to agree Microsoft Legal stuff
On setup Live assist page validate the Dynamics 365 Instance page, enter your email address , accept cafex terms and condition and press on Submit
Step 3 – Login into Live assist Admin Center
After some time you will get an email confirmation on your provide email address once your live assist environment is configured
Enter and validate the details and Click on Confirm and Authorise
The post Getting Started Free Trial – Live Assist for Microsoft Dynamics 365 appeared first on Microsoft Dynamics 365 Blog.
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