DateTime Attribute Onchange event in Dynamics Portals

DateTime Attribute Onchange event in Dynamics Portals

Chandana's CRM Blog

Today’s blog title sounds to be very easy but, there lies something interesting as well. Well continued to work with Dynamics Portals, starting up with entity form and entity form attributes. I have a requirement like to calculate the age on input of date field.

So I am just trying to trigger an onchange event of date field in Entity Form. DateTime Field in entity form is usually a DateTimePicker which is evident to us. My datetime attribute schema name is “new_datefield”. So i tried simply to trigger on change event like

$(‘#new_datefield’).bind(“change”, function() );

Which doesn’t fire the change event. 😦 Simple but not working. After couple of observations over the datetime attribute. DateTime field on click or expand opens up a datetimepicker where actually I need to attach my event handler to it.

To add a custom event handler to datetimepicker if I…

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Published at Wed, 22 Aug 2018 06:04:41 +0000

Multiple Control ID’s Error in Dynamics 365 Portals

Multiple Control ID’s Error in Dynamics 365 Portals

Chandana's CRM Blog

Well I have started working as well as learning Dynamics 365 Portals. Seems like portals are quite interesting and bit tricky to play around. Lets move on to the scenario which I have faced.

My task is like to display a page in portal which contains account information. To achieve this I started creating a web page named “Account” which will use the entity form.

In Entity form I select account entity and account detail form to display the same on the portal. Now I am done with my changes and task as well. When I refreshed my portal to view the changes and account detail form, the portal does not show up. Indeed it throws up a weird error!!!!

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I am dumbstruck, was not able to identify what actually went wrong. After some moment able to identify through error log which says like “Multiple Control ID’s…

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Published at Tue, 21 Aug 2018 12:41:29 +0000

Show Lookup as Dropdown in Dynamics 365 Portals–Gotchas!

Show Lookup as Dropdown in Dynamics 365 Portals–Gotchas!

I have been working and providing training a lot recently on Dynamics 365 portals. And whenever I go over Metadata configuration of entity form the option – “Render Lookup as Dropdown” option excites the participants a lot.

Well, in this article I am not going to show how you can render a lookup as dropdown. Rather I would like to highlight what features you loose when you render your lookup as dropdown.

Gotcha 1 – No Values shown in DropDown

When you render your lookup as dropdown, the first thing you observe that the list is empty. Well, this may happen because there is a bit of change in this implementation. Right now the options will only show up is you enable entity permission for the entity which is shown as lookup.

For example – Primary Contact field on the account form. When you render your Primary Contact as dropdown in Portals, you need to have an entity permission for contact entity with Append privilege for the webrole the user is logged in with. The contacts will show up then.

 

Gotcha 1 – Lookup filtering not working.

Well this is something undesirable but as of the day I am writing this blog, related records filtering does not work for lookups rendered as dropdown.

 

Short article but should put you in good stead next time your customer asks for this option.

 

Debajit Dutta

(Dynamics MVP)

For consultation/ training visit www.xrmforyou.com or reach out to us at info@xrmforyou.com

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Published at Sun, 19 Aug 2018 17:17:04 +0000

{Step by Step Guide} Query Dynamics CRM Web API using Server to Server Authentication with Application User

Query Dynamics CRM Web API using Server to Server Authentication with Application User

I have wrote quite a few articles over the last one year to query Dynamics Web API using ADAL from client side and as well as server side. However lately I am receiving loads of queries on how to Authenticate with web-API without using any user credential or how to authenticate with new Server to Server (S2S) authentication.

I thought of providing some good links already available there. However I feel that some of the steps mentioned are not pictorially represented. Hence penning down this blog for the benefit of my blog readers.

In this example I will give a complete example of querying the list of account through Web API from a External web app and not just getting the bearer token.

There are two steps to this example

1. Get the token Authorization token from Azure

2. Send the authorization token to get the list of accounts from CRM using the Web API endpoint.

 

Step 1: Register your application with Azure to get the Client ID and Client Secret

 

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  • Enter the necessary information. Name is anything you wish to give. Sign-on Url is my website’s sign-on page.

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  • Once the application is created then note down the Application ID and then click on Settings. You Application ID here is the Client ID.

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  • Click on Required Permissions –> API’s –> Select an API and choose – Dynamics CRM Online

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  • Choose Delegated permissions as highlighted below and the save your settings in Azure.

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  • Then click on Keys. Enter the key name to get a key value. Copy it immediately and store it. It is your client secret.

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Step 2: Use ADAL in your Code to get the bearer token

The next step is to get the bearer token. To do this, open your project and through Nu-get package manager, add reference to the latest version of ADAL.

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Below is the code to get the bearer token. Please read the comments to make the code work for your organization.

ClientCredential credential = new ClientCredential("<replace with your client id>", "<replace with your client secret>");

string authorityUri = "https://login.microsoftonline.com/xrmforyou53.onmicrosoft.com/oauth2/authorize"; // here xrmforyou53.onmicrosoft.com is my crm domain. Please replace with your domain
TokenCache tokenCache = new TokenCache();

            AuthenticationContext context = new AuthenticationContext(authorityUri);
            AuthenticationResult result = await context.AcquireTokenAsync("
https://xrmforyou53.crm.dynamics.com", credential); // https://xrmforyou53.crm.dynamics.com is my CRM URL. You need to use your crm url to test this.

            var authToken = result.AccessToken;

 

Please observe, we have not used the credentials of any user anywhere.

 

Step 3: Get the accounts from CRM.

So far you may be thinking that this is what we have already tried before as well. What’s new in this.

Well I take the below piece of code and try to load my account list.

public async Task LoadAccount(string bearerToken)
       

 

However I receive 401. Unauthorized error.

If you are feeling now it’s time to learn something new, you are right. But before we go ahead, let’s understand why you are getting unauthorized error. After all, in Azure I gave the app to access Dynamics as a Organization user.

That step enabled the client application to access Dynamics CRM by using the Application ID and the client secret. Your client application is now able to be authenticated against Azure AD with permission to access CRM Online. However, CRM Online does not know about this "client application" or "user". CRM API will response a 401 if you try to access it.

So let’s jump to step 4.

 

Step 4: Create an Application User in CRM and assign security roles to it.

Well this may be a previous step but I deliberately put it in the last one to make you understand the unauthorized error.

Go to CRM –> Security –> Users and switch the view from the default view to “Application Users”.

image

 

Click on the New button to create a New Application User. You may be landing to the user form by default. Change the form to application user form.

image

 

In the application ID, enter the application ID of your app you obtained from Azure in Step 1.

I put the name of the user as – WebApp Application User

Email I put as – webappuser@xrmforyou53.onmicrosoft.com. I have used my domain. You better use your CRM domain. The name will automatically populate from the email you give. Once you save the record, CRM will auto populate the Application ID URI and the Azure AD Object ID.

 

Now in this example we are trying to retrieve account records. So it’s better you create a custom security role and assign to this user which will give the application user read permission on the Account record. I copied the Salesperson role and then assigned to this application user. Basically whatever operation you want to perform using Web API, you need to provide the same privilege to the application user.

Now when you run the code in Step 3, this time you get the account JSON. The icing on the cake is Application user won’t consume CRM licenses as well.

Hope this was helpful for you guys.

 

Debajit Dutta

(Dynamics MVP)

For consultation/ training visit www.xrmforyou.com or reach out to us at info@xrmforyou.com

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Author: Debajit

I am a Dynamics CRM Most Valuable Professional (MVP) with 10 years of experience in Microsoft .NET Technologies and 7 years of dedicated experience in Microsoft Dynamics CRM. I have worked with companies like Microsoft, SanDisk, PwC, TMF Group and have extensive experience of implementing complex CRM solutions from both offshore and client side.

Currently the face of XrmForYou.com with significant experience in delivering corporate training on Dynamics CRM and have already delivered multiple projects to client through XrmForYou.com

Author of multiple tools on codeplex including the ‘Role Based Views’ and ‘CRM-Sharepoint Metadata manager & Attachment Extractor’ which are available for commercial use under XrmForYou.com

For consulting/ training, drop me a note at info@xrmforyou.com or visit our website www.xrmforyou.com

Published at Thu, 16 Aug 2018 10:15:27 +0000

Boosting Your Sales and Marketing Productivity with PowerPack Add-ons

Boosting Your Sales and Marketing Productivity with PowerPack Add-ons

PowerObjects’ PowerPack add-ons are developed based on the needs and feedback from our customers, the PowerPack tools are not just simple customizations for sales force and marketing automation, but offer true features to help you get the most out of your Dynamics 365 investment. Get even greater sales and marketing functionality and productivity all for just $1-2 per user, per month. Learn more about a few of our favorite PowerPack add-ons and get a customer’s take on how add-ons have helped their marketing in the videos below!

Use PowerSchedule to schedule service offerings, register contacts, and manage classes all from within Dynamics 365.

Get a deeper dive into PowerSchedule in our On-Demand Webcast!

With PowerMap you can choose an entity, choose a view, and plot all of the individual records from that view on one map in Dynamics 365.

See an in-depth demo of PowerMap in our upcoming Live Webcast – register here.

Use PowerChat to live chat and track conversations from visitors on your website within Dynamics 365.

You can check out all the features of PowerChat is this On Demand Webcast.

Birkie uses several PowerPack add-ons to assist with event management, participant and vendor communications, and for increased productivity.

Read the full case study on Birkie’s success with Dynamics 365 and PowerPack add-ons here.

Did you know you can try any of our PowerPack add-ons FREE for 30 days with no risk and no pressure to commit? There are no setup fees, no long-term contracts (simply month to month), and no credit card information required. Learn more and get started here.

Happy Dynamics 365’ing!

Published at Wed, 15 Aug 2018 17:58:08 +0000

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D365 In Focus: The 3 Best Features of PowerMap

D365 In Focus: The 3 Best Features of PowerMap

PowerMap is a PowerPack add-on by PowerObjects that allows users to get a visual representation of their records in CRM. In this D365 In Focus video, PowerPack Pro, Zach, guides us through the three best features of PowerMap. Check it out!

Register for our PowerMap Live Broadcast to see a full demo and learn more!

powermap

Published at Thu, 09 Aug 2018 18:16:54 +0000

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Microsoft PowerApps, Microsoft Flow, SharePoint and Dynamics 365 working together, No coding required!! Check out my new post.

Microsoft PowerApps, Microsoft Flow, SharePoint and Dynamics 365 working together, No coding required!! Check out my new post.

Check out my new blog post on how Microsoft PowerApps, Microsoft Flow, SharePoint and Dynamics 365 working together with no coding required.

https://dynamics365.wordpress.com/2018/08/04/microsoft-powerapps-microsoft-flow-sharepoint-and-dynamics-365-working-together-no-coding-required/

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Published at Sat, 04 Aug 2018 03:03:51 +0000

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Merge Duplicate CRM Records with the Click of a Button with PowerMerge

Merge Duplicate CRM Records with the Click of a Button with PowerMerge

PowerMerge is a PowerPack add-on with a lot of power! Having clean, up-to-date data in your CRM is vital to any organization. With multiple people entering information into a CRM system daily, it happens all too often that duplicate account, contact, and lead records are created.

With PowerMerge, Microsoft Dynamics 365 users can quickly and efficiently merge duplicate CRM records based on the information entered in the email, company, or name fields. The solution then counts and merges all your duplicate records. In today’s blog, we’ll dive in and see the add-on in action!

The PowerMerge solution combines all information across duplicate records into one concise record. The add-on does this by using the record selected by the user as the parent record, and adding information to the fields that have not been filled out yet that are visible on a duplicate record. When merging records, fields that are already filled out on the original record will not be overwritten and duplicate records are disabled and never deleted so you can merge records with confidence.

Follow the steps below to see how easy PowerMerge makes merging records.

powermerge

Once the solution has been imported and registered into your CRM, click on the PowerPack title in the navigation bar and select PowerMerge.

powermerge
When the PowerMerge wizard opens, select the Entity and the Entity View you would like to use to clean up duplicates.

powermerge

In the latest version of the solution, users have the option to select your merge options. Here you will see these 3 options:

Default: Leaving the option as default will merge duplicates based on which record comes first in the view you’ve selected (first record in the list wins, or becomes the parent).
Original records into Latest Record: Choosing this option will merge all older records into the most recently created record (last created wins).
Latest records into Original Record: Choosing this option will merge latest created records into the first created record (first created wins).

powermerge
Lastly, select the Count Duplicate button to search how many duplicates were detected. Once you have counted the duplicates you can select Start Merging. This will begin the process of merging all duplicate records.

It’s as simple as that! With PowerMerge your organization can have clean data within minutes. PowerMerge is one of thirty-one add-ons that PowerObjects has developed to enhance Dynamics 365 functionality. Like all PowerPack add-ons, a free 30-day trial of solution is available for download directly from the PowerMerge web page.

Happy Dynamics 365’ing!

Published at Thu, 02 Aug 2018 17:29:17 +0000

{Utility} Automatic Roll-up calculator for Dynamics 365–from XrmForYou

Automatic Roll-up calculator for Dynamics 365–from XrmForYou

Frustrated about customers complaining that Roll-up fields are not calculating at runtime? Abandoned rollup fields and went for something custom because customer couldn’t afford the calculation to happen every hour? The good news is that you do not need to worry about all these any longer. The new Automatic Rollup Calculator solution from XrmForYou tackles all these scenario and does much more.

Dynamics 365 offers a wonderful UI based editor to define your roll-up fields. It’s quite powerful. However whenever we go to customer and say that roll-up fields are not calculated at run-time, it puts us in some shaky situation. Our tool does the following:

  • Identifies any changes in the child entities involved in the roll-up field definition and automatically calculates the roll-up field values
  • Handles scenario when
    • Child record is created
    • Child record is deleted
    • Child record is updated. Handles both the scenarios when associated parent of the child record is changed or the field of the child entity involved in the calculation of roll-up field is updated.
    • On-demand calculation of all roll-up fields of a record.

And all of these with just few configuration steps. So let’s see how our tool works.

For trial and pricing, please write to us at info@xrmforyou.com. Video and documentation coming soon on www.Xrmforyou.com website.

The tool comes in the form of managed solution. Once you install, it will appear in your solutions area.

Solution Name – XrmForYou.RollupfieldCalculator.

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Open up the solution and navigate to the configuration Page. You will see a screen like the one shown below.

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For this documentation, I have set up the following structure.

  • Created an Entity – Test Entity
  • Set-up 1:N relationship with Contact
  • Created two roll-up fields
    • Count of Contacts – Rollup field showing the number of contacts associated with the Test Entity
    • Contact Credit Limit Sum – Rollup field showing the aggregate of the credit limit field of the contacts associated with the Test Entity.

Definition of both the fields in screenshots below.

image                  image

Okay. So far so good.

I select my Test Entity from the DropDown and all the roll-up fields of the entity shows up.

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This UI helps me pick and choose which roll-up field I want to enable for automatic calculation

I select both and click on Save Configurations button. The system will start setting the roll-up field configuration for the selected fields. You can monitor the state of the operation by going to Settings –> System Jobs

JobName – x4uru_ActionRegisterSDKStep.

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If the job fails, you need to open and see the error. If the job succeeds, it will disappear from the system jobs list.

Once successful, you are all set.

For testing I create two records – “Test Record 1” & “Test Record 2”.

For both the records the roll-up fields are showing 0 which is expected.

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I open up Test Record 1 and associated 4 contacts.

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If I now refresh, my advanced find view, I can immediately see the roll-up fields being updated.

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Please note that in order to avoid any performance issues, the roll-up field calculation happens through asynchronously the moment any changes are made to the child entity. Hence if your async job is stuck sometimes you may experience a bit of delay. But usually all this will happen within seconds of updating the child entity.

Now I open up any contact associated with Test record 1 and associate it with Test Record 2.

Immediately when I come back and refresh my advanced find view, I can see the results.

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Cool. Now before I wind up, there is one more feature that the tool comes with. Once you install the solution and open up any entity form, you will see a new button in the Menu called – “Calculate Roll-up Fields”.

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Say you don’t want to go for automatic calculation but you want the user to have an option of updating all the rollup fields on a record on-demand. You have this option which allows you to do exactly like that.

Click on the button and the dialog pops-up where you can pick and choose the roll-up fields to be updated.

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Select the desired fields and then click on Update. The page will refresh to show the latest roll-up data.

If you believe this tool works for your organization, you can request for trial and pricing at info@xrmforyou.com.

Video and documentation will be uploaded in our website www.xrmforyou.com soon.

-Debajit Dutta

(Dynamics MVP)

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Author: Debajit

I am a Dynamics CRM Most Valuable Professional (MVP) with 10 years of experience in Microsoft .NET Technologies and 7 years of dedicated experience in Microsoft Dynamics CRM. I have worked with companies like Microsoft, SanDisk, PwC, TMF Group and have extensive experience of implementing complex CRM solutions from both offshore and client side.

Currently the face of XrmForYou.com with significant experience in delivering corporate training on Dynamics CRM and have already delivered multiple projects to client through XrmForYou.com

Author of multiple tools on codeplex including the ‘Role Based Views’ and ‘CRM-Sharepoint Metadata manager & Attachment Extractor’ which are available for commercial use under XrmForYou.com

For consulting/ training, drop me a note at info@xrmforyou.com or visit our website www.xrmforyou.com

Published at Wed, 01 Aug 2018 15:38:38 +0000

Configure Currency exchange rate providers and import exchange rates automatically in Dynamics 365 for Finance and operations

Configure Currency exchange rate providers and import exchange rates automatically in Dynamics 365 for Finance and operations

Microsoft Dynamics 365 For Finance and Operations provides integration with 3 exchange rate providers out of the box.

  1. Central Bank of Russian Federation
  2. Central Bank of Europe
  3. OANDA

Depending on the country of your operations or your preference, you can use any of these providers to import currency exchange rates directly into Dynamics 365. Usually, OANDA is the widely used and most trusted exchange rate provider.

The configuration of these is pretty simple and straightforward. The integration with Central bank of Russian Federation and Central bank of Europe does not require you to setup an API key within Dynamics 365, where as for OANDA, you will need to get the API key from OANDA and set it up in Dynamics 365. OANDA also lets you do more flexible setups, such as how many decimal places you want to use, what quote type you want to use.

Lets take a quick look at how the process for setting these up and importing the exchange rates looks like.

The first thing is to setup the Currency exchange rate providers within Dynamics 365. You can do this under General Ledger > Currencies > Configure exchange rate providers form.

Exchange Rate Providers

Exchange Rate Providers Config

If you look at the default key configurations for the Central Bank of Russian Federation and Central Bank of Europe, there are pre-populated by Dynamics 365 with the Key values, which are basically the service endpoint (XML files). Screenshot below shows the configs.

Central Bank of Russian Federation

Central Bank of Europe

To demonstrate the feature, i have created 3 separate Exchange rate types for the 3 different providers.

Exchange Rate Types

Now that the exchange rate providers and exchange rate types are setup, lets ee how the import of the exchange rate works. I will first do it for the Central Bank of Russian Federation and Central Bank of Europe and then i will do the setup for OANDA feed, since that involves some additional steps.

There are 2 options of importing the exchange rates. You can trigger the import manually every time you require or you can set the process to run in batch at specified recurring intervals.

  • To initiate the import, navigate to General Ledger > Currencies > Import currency exchange rates.
  • On this screen, you can select the Exchange rate type into which you want to import the exchange rates.
  • Then select the Exchange rate provider (CBRF, CBE or OANDA)
  • You can import “As of today’s date” or you can specify a date range as well (From date and To date)
  • If you using the Central Bank of Russian Federation as the exchange rate provider, you can tell the system to automatically create the currency pairs. This is nice !
  • You can chose if you want to override existing rates also.

CBRF Import

  • Here you can setup the import process to run automatically in the background(batch) at specified recurring time intervals)

Batch Import

  • After you click OK, the import process will start and you will get a confirmation message telling what was imported.

Import Confirmation Message

  • If you are using the Central Bank of Europe as the exchange rate provider, you can additionally tell the system to prevent import on national holiday.

CBE Import

  • After the import process is complete, you will find your exchange rates in the Exchange table.

Exchange Rate Imported

  • For OANDA as your exchange rate provider, you will do some additional setup. First you will need to get a API key from OANDA. If you have a paid subscription with OANDA, you will already have a API key for exchange rates. But to test, you can just start a 30 days free trial by simply specifying your email ID. You will receive the API key in your email.

OANDA Signup1

OANDA Signup2

OANDA Signup3

  • One you have the API key from OANDA, you will need to set it up under the Exchange rate service provider configuration.

Setup API Key on Provider

  • With this setup, You are all set!!. Now the import process for OANDA is the same as we saw above for CBRF and CBE. Only thing you need to note is, with OANDA, you will need to create the currency pairs depending on how many currencies your organization operates in.
  • You can verify that the exchange rates are imported.

OANDA Import

  • You can see below that i had created 3 currency pairs (USD to INR, USD to EUR and USD to GBP) and the import process imported the corresponding exchange rates.

OANDA Imported

OANDA ER

That’s it for this post..

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Published at Sat, 28 Jul 2018 23:45:42 +0000

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