Plugin registration tool stopped connecting to Dynamics 365 , Unable to connect Plugin registration Tool

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.

Written by Deepesh Somani, do visit his blog

Plugin registration tool stopped connecting to Dynamics 365

How to setup Dynamics 365 Portals in CRM Online?

How to setup Dynamics 365 Portals in CRM Online?

Follow the below steps to setup Dynamics 365 Portals in CRM Online,

Step 1:Click here and create Dynamics 365 30 day’s trial version

(or)

Use your existing Dynamics 365 Login Credentials to login Office 365 Admin Portal.

Step 2:Click here to navigate to Office 365 Admin Portal.

(For this article, have created Dynamics 365 30 day’s trial version).

Step 3: On the Left hand side menu, you can see Dynamics 365 under Admin Centers. Click on it.

Admin Center - Dynamics 365

Step 4: Follow the below steps,

  1. Click on APPLICATIONS Tab.
  2. Click on Portal Add-On under Manage applications.
  3. Click on MANAGE.

Dynamics 365 Administration Center

Step 5: Provide the below details,

  1. Name: Provide some Name for the Portal.
  2. Type: It is Trial by default.
  3. Select Portal URL: Provide unique name for your portal.
  4. Dynamics 365 Instance: Select your CRM Online Instance name.
  5. Select Portal Language: Select your Portal Language. (For Example: English (United States))
  6. Select Portal Administrator: Select required user to make the person as an Admin for your Portal.
  7. Portal Audience: Select the required Audience to whom this portal for. (For Example: Customer)
  8. Select Portal to be deployed: Select the required portal. Am choosing Dynamics 365 Portals – Custom Portal.

After providing all details, Click on Submit.Dynamics 365 Portal Details

Step 6: Click on Accept.Dynamics 365 Portal - Terms of Service

Step 7: Portal Request is submitted. It will take sometime to import Dynamics 365 Custom Portal Solution to Dynamics 365 CRM and to host the Portal in Azure.

To see the status of the Portal, click on the link as shown in the below picture.

Dynamics 365 Portal - Request Submitted

Step 8: Current Status is as shown below. Please refresh this page after sometime.

Dynamics 365 Portal - Portal being Configured

Step 9: Once portal is created, you can see the Base Portal URL link. Click on it to see your Dynamics 365 Portal.

Dynamics 365 Portal - Portal Created

Step 10: You can see the below Portal Home Page.

Dynamics 365 Portal - Portal Home Page

Step 11: Open Dynamics 365 CRM Online Organization to see the below Portal related Solutions imported and Portals Area in Site Map.

Dynamics 365 Portal - CRM Portals Solutions

Dynamics 365 Portal - CRM Portals Area

Hope you learned a new thing today !!!

Share your valuable feedback on this article.

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Published at Mon, 25 Sep 2017 05:33:27 +0000

Microsoft Dynamics 365 Customer Engagement Portals Source Code

Microsoft Dynamics 365 Customer Engagement Portals Source Code

dynamics-365

Click here to download Microsoft Dynamics 365 Customer Engagement Portals Source Code.

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Published at Mon, 25 Sep 2017 06:30:48 +0000

CRM Portals and Dynamics CRM Portals Feature Comparison

CRM Portals and Dynamics CRM Portals Feature Comparison

dynamics-365

Click here for “CRM Portals and Dynamics CRM Portals Feature Comparison

Version 9.0 – Execute custom action with all parameter types in Dynamics CRM Version 9.0

Execute custom action with all parameter types in Dynamics CRM Version 9.0

Dynamics Version 9.0 introduced the Xrm.WebApi namespace which provides all the methods to interact with dynamics CRM server from client side script.

Detailed Documentation – https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/clientapi/reference/xrm-webapi

However recently I was working on a project to upgrade the SOAP calls from client and replace them with the new Xrm.WebApi methods. Create/ delete/ update were kind of easy and was easily ported to the new API’s.

However then came the Actions. The client had actions which had many input parameters and which were getting invoked from the client using SOAP calls. We had to port them to the Xrm.WebApi. But in Xrm.WebApi we did not had any function like executeAction. But the Xrm.WebApi.execute came to our rescue.

Let’s first examine Xrm.WebApi.execute method. Microsoft documentation shows it like this –

Xrm.WebApi.execute(request).then(successCallback, errorCallback);

For the sake of brevity of this blog post, I am skipping the documentation of the parameters. For detailed information on the parameters, please refer the below Microsoft documentation link – https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/clientapi/reference/xrm-webapi/execute

So how to call an action with input parameters? For this post, I created an action named “new_TestAction”. The action is global. It has the following input parameters.

  • Name – Type (string)
  • Age – Type(string)
  • InputEntityReference – Type (EntityReference)
  • InputEntity – Type (Entity)
  • InputEntityCollection – Type(EntityCollection)

For entityreference, entitycollection and entity, I have kept the Entity as Account Entity. All set and done. Now the next step is to call the action. below is the sample code to create the request object. All the important parameters has been highlighted and appropriate comments put.

TestAction1: function (input1, input2, inputEntityReference, inputAccount, inputAccountCollection) ,
“Input2”: ,
“InputEntityReference”: ,
“InputEntity”: ,
“InputEntityCollection”:
},
operationType: 0, // 0 for action, 1 for function and 2 for CRUD
operationName: “new_TestAction1”
};
};
}

Next is the code to create this request object and pass the object to the action.

ExecuteAction: function () ;
var accountEntity = ;
var accountEntityCollection =[
,
];
var requestObject = new TestAction1(“Name”, “Age”, accountReference, accountEntity, accountEntityCollection);
Xrm.WebApi.execute(requestObject).then(function (result) ,
function (error) );
}

Simple isn’t it. I haven’t covered the other primitive types like – Decimal/ Int. They are pretty simple like for int, it is Edm.Int32.

Hope this helps!

 

{Zero Code development} Putting images in Dynamics 365 view for encoding Case severity

Putting images in Dynamics 365 view for encoding Case severity

Another fantastic article for Deepesh Somani

MSDYNAMICSBLOG BY DEEPESH

Business Requirement: Often there is requirement to show Case severity in some colour encoded way in Dynamics 365. For example, refer image below:

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Solution: Below steps can be used to achieve this requirement without writing code:

1. Go to Settings->Customization->Entity->fields and add a new field of type Option Set. In the example above I have created a new field Case Severity on Case entity. Add items text from the following link: http://classic.getemoji.com/

Following images were used in the above example:

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2. Add the column as the first field in Active Case view and other views that you wish. Optionally, you can also place the field on the Case entity form. Next, in the editable grid you will be able to set the priority by this field:

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3. Not only that, you will be able to group as well by selecting Group by:

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Fix : Qualify button on Lead not working in Dynamics 365

Qualify button on Lead not working in Dynamics 365

I have been working with Customer IT Team on a Dynamics 365 project and we have been doing kind of fancy stuffs, new features and what not. And suddenly we are being reported that Qualify button on lead form is not working. However the same is working from the “Home Page grid”.

First glance and I thought – Must be some silly tampering with the Qualify button. However one quick inspection with Ribbon Workbench negated that suspicion. How can such a stuff working for years can’t work all of a sudden in our environment? Product Bug? Can’t be for sure. It’s been working for years!

After beating around the bush, we finally decided to keep a back-up of our customizations and restored vanilla lead form from different environment. Qualify button started working like piece of cake.

In curiosity, to find out what caused the issue, I started removing one field after the other and finally found that the magic field was “Company Name” field. The moment I removed that, Qualify stops working.

Strange isn’t. But that’s how it works.

Honestly, Qualify button may not work for host of reasons but if you find yourself banging your head over this functionality, this article might just make your day!

Hope this helps

 

What Microsoft Dynamics 365 Can Do for Your Business

 

If you haven’t yet tried Microsoft Dynamics 365, you’ve come to the right place. Let’s go over the basics. This cloud-based platform builds and expands upon the features of Microsoft Dynamics CRM 2016 while allowing you to access and upload data anytime, anywhere. It focuses on and unites the things that matter most to your business: people, data, and processes.

Big or small, non- or for-profit, Microsoft Dynamics 365 offers something for every organization Subscriptions are flexible and allow you to purchase the specific apps and access levels that make the most sense for you. If you don’t need the functionality of an app, you don’t have to pay for it. If 90 percent of team members don’t need administrative privileges, the price reflects it, with user licenses available for as little as $8 per month.

Combining customer relationship management (CRM) and enterprise resource planning (ERP) tools, Microsoft Dynamics 365 provides everything from customer-facing portals and  automated email marketing campaigns targeted at specific markets to coordinating across departments and scheduling the appropriate resources based on skill, location, and availability.

Dynamics 365 can aid your customer engagement, employee empowerment, operations optimization, and product transformation efforts, and take your business to the next level.

Check out xRM.com to download a free 30-day trial of Microsoft Dynamics 365, access hundreds of free instructional videos, and learn about our training and implementation packages. \

 

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What Microsoft Dynamics 365 Can Do for Your Business