D365 Archives - Microsoft Dynamics 365 Blog http://microsoftdynamics.in/category/d365/ Microsoft Dynamics CRM . Microsoft Power Platform Wed, 20 May 2020 18:21:04 +0000 en-US hourly 1 https://wordpress.org/?v=6.5.5 https://i0.wp.com/microsoftdynamics.in/wp-content/uploads/2020/04/cropped-Microsoftdynamics365-blogs.png?fit=32%2C32 D365 Archives - Microsoft Dynamics 365 Blog http://microsoftdynamics.in/category/d365/ 32 32 176351444 Introduction to Microsoft Omni Channel for Customer Service http://microsoftdynamics.in/2020/05/17/introduction-to-microsoft-omni-channel-for-customer-service/ Sun, 17 May 2020 06:28:47 +0000 http://microsoftdynamics.in/?p=2948 The post Introduction to Microsoft Omni Channel for Customer Service appeared first on Microsoft Dynamics 365 Blog.

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Channels supported by Omni Channel for Customer Service

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.

https://i0.wp.com/microsoftdynamics.in/wp-content/uploads/2020/05/Users.png?fit=144%2C157

Queues and Users 

  • The platform allows administrators to configure different types of queues based on skills, specializations, shifts, etc.
  • Administrators can also configure existing Dynamics 365 users as Omni Channel users and different their key attributes such as Capacity.
  • Chat BOTS configured using Microsoft Power Virtual Agent are also available that can be used for internal consultation or as first point of contact for Customer interaction.
https://i0.wp.com/microsoftdynamics.in/wp-content/uploads/2020/05/WDS.png?fit=144%2C79

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.

Please refer to this link on Microsoft’s official website to know more about the product.

In the upcoming posts, we will explain how to provision, configure and extend this super awesome platform. So keep an eye on this blog.

Upcoming : Integration between Microsoft Power Virtual Agent and Omni Channel for Customer Service

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Dynamics CRM V9 / D365 Connection through Console without Prompt http://microsoftdynamics.in/2018/01/16/dynamics-crm-v9-d365-connection-through-console-without-prompt/ Tue, 16 Jan 2018 07:40:00 +0000 There are 2 major steps involved in the process. Register the application with your Azure subscription Build the Console Application Register the application with your Azure subscription Refer this thread for detailed info Build the Console Application  Refer this thread for detailed info You need to change only the below authentication method in step 3...

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There are 2 major steps involved in the process.
  • Register the application with your Azure subscription
  • Build the Console Application
Register the application with your Azure subscription

Build the Console Application 
You need to change only the below authentication method in step 3 rest remains same

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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Unable to Connect Plugin Registration tool with MS CRM v9 / D365 SDK http://microsoftdynamics.in/2018/01/13/unable-to-connect-plugin-registration-tool-with-ms-crm-v9-d365-sdk/ http://microsoftdynamics.in/2018/01/13/unable-to-connect-plugin-registration-tool-with-ms-crm-v9-d365-sdk/#comments Sat, 13 Jan 2018 07:25:00 +0000 ISSUES: Not able to login Plugin registration tool (Keep popping up for Credentials) Resolution: 1. Update latest SDK from the Download tools from NuGet or Quick start Plugin Registration Tool V9.0.0.7 For downloading the latest PRT from VS Nuget packages – this link might be useful 2. Modify using TSL to 1.2 through Fiddler . Step 1 Open Fiddler and navigate...

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ISSUES:
Not able to login Plugin registration tool (Keep popping up for Credentials)
Resolution:
1. Update latest SDK from the Download tools from NuGet or Quick start Plugin Registration Tool V9.0.0.7

For downloading the latest PRT from VS Nuget packages – this link might be useful

2. Modify using TSL to 1.2 through Fiddler .

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

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Entity for Views in CRM based on View Ownership – SavedQuery and UserQuery Entity http://microsoftdynamics.in/2018/01/07/entity-for-views-in-crm-based-on-view-ownership-savedquery-and-userquery-entity/ Sun, 07 Jan 2018 15:14:00 +0000 There are 2 types of View in CRM entity based on View Ownership , which are stored in two different entities. 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...

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There are 2 types of View in CRM entity based on View Ownership , which are stored in two different entities.

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 😊

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Add value in option set – Status Reason C# http://microsoftdynamics.in/2018/01/07/add-value-in-option-set-status-reason-c/ Sun, 07 Jan 2018 14:49:00 +0000 Reference to be used – using Microsoft.Crm.Sdk.Messages; var response = ((InsertStatusValueResponse)service.Execute ( new InsertStatusValueRequest {     AttributeLogicalName = “statuscode”,     EntityLogicalName = “task”,     Label = new Microsoft.Xrm.Sdk.Label(“Auto Closed”, 1033),     StateCode = 1 //Status: 0 active & 1 inactive } )).NewOptionValue; Happy Coding 😊

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Reference to be used – using Microsoft.Crm.Sdk.Messages;
var response = ((InsertStatusValueResponse)service.Execute
(
new InsertStatusValueRequest
{
    AttributeLogicalName = “statuscode”,
    EntityLogicalName = “task”,
    Label = new Microsoft.Xrm.Sdk.Label(“Auto Closed”, 1033),
    StateCode = 1 //Status: 0 active & 1 inactive
}
)).NewOptionValue;

Happy Coding 😊

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Validation to accept only Numeric Character in MS CRM http://microsoftdynamics.in/2018/01/07/validation-to-accept-only-numeric-character-in-ms-crm/ Sun, 07 Jan 2018 14:46:00 +0000 Below script is a generic validation which will show for error if field is having anything except numeric value function ValidateOnlyNumeric(context) {     var fieldname = context.getEventSource().getName();     var phone = Xrm.Page.getAttribute(fieldname).getValue();     if (checkFormat(phone)) {         Xrm.Page.getControl(fieldname).clearNotification();     } else {         Xrm.Page.getControl(fieldname).setNotification(“Please enter only numeric characters”);     } } function checkFormat(phone) {     var regex = /^d+$/;     if (regex.test(phone)) {         return true;     } else {         return false;     }...

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Below script is a generic validation which will show for error if field is having anything except numeric value


function ValidateOnlyNumeric(context) {
    var fieldname = context.getEventSource().getName();
    var phone = Xrm.Page.getAttribute(fieldname).getValue();
    if (checkFormat(phone)) {
        Xrm.Page.getControl(fieldname).clearNotification();
    } else {
        Xrm.Page.getControl(fieldname).setNotification(“Please enter only numeric characters”);
    }
}
function checkFormat(phone) {
    var regex = /^d+$/;
    if (regex.test(phone)) {
        return true;
    } else {
        return false;
    }
}

To enable it for any field just register it on change of the required field with function name “ValidateOnlyNumeric” and check “Pass execution context as first parameter ” and save an publish it will start working

Hope it helps

Happy Coding 😊

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Connect to Dynamics CRM / D365 WebApi v9 from Console Application C# http://microsoftdynamics.in/2018/01/04/connect-to-dynamics-crm-d365-webapi-v9-from-console-application-c/ Thu, 04 Jan 2018 11:14:00 +0000 http://microsoftdynamics.in/2018/01/04/connect-to-dynamics-crm-d365-webapi-v9-from-console-application-c/ There are 2 major steps involved in the process. Register the application with your Azure subscription Build the Console Application Prerequisites CRM / D365 Trial Organisation Register the application with your Azure subscription 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...

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There are 2 major steps involved in the process.
  • Register the application with your Azure subscription
  • Build the Console Application

Prerequisites

CRM / D365 Trial Organisation

Register the application with your Azure subscription


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)

Your Code should look like below

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

Replace the previous lines for getting authority information and update with the below code
string authority = "https://login.microsoftonline.com/e5cf0024-a66a-4f16-85ce-99ba97a24bb2/oauth2/authorize";
AuthenticationContext authContext = new AuthenticationContext(authority, false);

Your Code should look like below

//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 


“ServicePointManager.SecurityProtocol = SecurityProtocolType.Tls11 | SecurityProtocolType.Tls12”

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

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Dynamics CRM V9 / D365 connection Error Console or Custom Web Application http://microsoftdynamics.in/2018/01/04/dynamics-crm-v9-d365-connection-error-console-or-custom-web-application/ http://microsoftdynamics.in/2018/01/04/dynamics-crm-v9-d365-connection-error-console-or-custom-web-application/#comments Thu, 04 Jan 2018 07:23:00 +0000 http://microsoftdynamics.in/2018/01/04/dynamics-crm-v9-d365-connection-error-console-or-custom-web-application/ Last Night I Created a new Organisation and Connected it with console app an then I faced a strange issue in CRM v9 while connecting to Org Service with D365 through web API. It was perfectly working before that. If any one faces the below issue then try the solution given below.Issue : Connection to CRM...

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Last Night I Created a new Organisation and Connected it with console app an then I faced a strange issue in CRM v9 while connecting to Org Service with D365 through web API. It was perfectly working before that. If any one faces the below issue then try the solution given below.

Issue : Connection to CRM V9 / D365 from console application or Custom Web application failed with exception

Error Observed:

Message : “One or more errors occurred.” 
Source : “mscorlib”




ROOT CAUSE:
Its all because of the latest update in the Microsoft TSL(Transport Security Layer) Protocol in SDK assemblies..Microsoft allowed the TSL connection 1.0  and 1.1 for the browsers or client to connect the CRM org.Now Microsoft will support only TSL 1.2 or above going forward(Reference) . If you are connecting your org with the old version of plugin registration tool , then you may face this issue
SOLUTION:
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 
“ServicePointManager.SecurityProtocol = SecurityProtocolType.Tls11 | SecurityProtocolType.Tls12”

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

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CRM Rest Builder for Dynamics CRM D365 / MSCRM 2013, 2015, 2016 http://microsoftdynamics.in/2018/01/02/crm-rest-builder-for-dynamics-crm-d365-mscrm-2013-2015-2016/ Tue, 02 Jan 2018 07:34:00 +0000 http://microsoftdynamics.in/2018/01/02/crm-rest-builder-for-dynamics-crm-d365-mscrm-2013-2015-2016/ Navigate to the below URL and Download the latest version of the solution of CRM Rest Builder For 2015 & 2016 & D365 use the v2.5.0.0 releaseFor 2011 & 2013 use the v1.5.0.0 release 1) CRM Rest Builder GIT Hub URL2) CRM Rest Builder Drive  v2.5.0.0 , v1.5.0.0 And follow the below steps Step 1 – Navigate to...

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Navigate to the below URL and Download the latest version of the solution of CRM Rest Builder

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

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Getting Started Free Trial – Live Assist for Microsoft Dynamics 365 http://microsoftdynamics.in/2017/12/20/getting-started-free-trial-live-assist-for-microsoft-dynamics-365/ Wed, 20 Dec 2017 12:34:00 +0000 http://microsoftdynamics.in/2017/12/20/getting-started-free-trial-live-assist-for-microsoft-dynamics-365/ Providing exceptional customer experience is the new competitive advantage. CaféX Live Assist™ for Microsoft Dynamics 365 enables personalised, omnichannel customer engagement that will delight your customers and improve your agents’ productivity. Hosted in the Azure cloud, the combined solution embeds real-time customer interaction within the Unified Service Desk and web clients for Dynamics 365. The immersive solution...

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Providing exceptional customer experience is the new competitive advantage. CaféX Live Assist™ for Microsoft Dynamics 365 enables personalised, omnichannel customer engagement that will delight your customers and improve your agents’ productivity.
Hosted in the Azure cloud, the combined solution embeds real-time customer interaction within the Unified Service Desk and web clients for Dynamics 365. The immersive solution extends in-app live assistance to customers, who can interact with service representatives via text, co-browsing, bot escalation and more.
With CaféX Live Assist and Dynamics 365 tightly integrated, you can:
o   Proactively engage with chat
o   Problem solve faster with co-browse and bots
o   Ensure a 360-degree view throughout customers’ journeys
o   Reduce operating costs and increase online sales
o   Deliver best-in-class digital experiences based on customers’ unique preferences including mobile and web channels.
Prerequisites
The prerequisites for  link Live Assist to Microsoft Dynamics 365 Customer Engagement  include:
o   An instance of Dynamics 365 Customer Engagement (Online)
    • You can request a trial of Dynamics 365 for Customer Engagement here
Setting Up Live Assist for Microsoft Dynamics 365

Step 1 – Validate / Promote your Current User to Admin 
1) Login into Your Microsoft D365 Account and navigate to Security Under Settings


2) Go to Users 



3) Select your current user and click on the ribbon button to Promote To Admin 
4) Click on OK 
  
Step 2 – Configure Live Assist for Dynamics 365

Navigate to Settings and then click on Dynamics Marketplace  
A popup will open type live in search box and you will see the below screen click on Free trial  

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

This configures the Live Assist on the specified Dynamics 365 Instance and also sends the email to the email id specified.

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 

Press on to login Button 

Enter and validate the details and Click on Confirm and Authorise

Click on Accept Button 
Select with the option for I wish to Begin my trial
Now you will be redirected to your Dashboard of the admin center.

Your are done with setting up Live Assist for Microsoft Dynamics 365

Click on to Get Started button to get started with Live assist



Happy CRMing 😊
Learn more

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