Saturday, 31 December 2016

Enable for Tablet is Disabled in Dynamics 365

Hi,

Today I was working on the Dynamics 365 app. We have a webresource on form which we wanted to show on the tablet. When I checked to enable it, we observed that the Checkbox was disabled.

After some search came to know, it was disabled at Web Resource level. 

Open the Web Resource from the Customization and you will see a check box for Enabling. First we need to Enable at the Web Resouce Level and then the Check Box will get Enabled on the Web Resource Properties of the Form.
Hope this helps.

--
Happy CRM'ing
Gopinath

Wednesday, 14 December 2016

Add custom icons with tooltip for a column

You can add custom icon with tooltip text to display in a column depending on the column value; you can also specify localized tooltip text. This can be done by adding the custom icons as image web resources in your Dynamics 365 instance and then using a JavaScript web resource to add JavaScript code for a column to display the icons depending on the column value.

Here is the way to do it.

1) Create a required webresources as Images in CRM (In this example, I have created three images)


2) Create a JavaScript Webresource and add the following the code to it. Make sure you have given proper webresource names in the Switch part of the JavaScript code.
function displayIconTooltip(rowData, userLCID) {   
    var str = JSON.parse(rowData);
    var coldata = str.opportunityratingcode_Value;
    var imgName = "";
    var tooltip = "";
    switch (coldata) {
        case 1:
            imgName = "new_Hot";
            switch (userLCID) {
                case 1036:
                    tooltip = "French: Opportunity is Hot";
                    break;
                default:
                    tooltip = "Opportunity is Hot";
                    break;
            }
            break;
        case 2:
            imgName = "new_Warm";
            switch (userLCID) {
                case 1036:
                    tooltip = "French: Opportunity is Warm";
                    break;
                default:
                    tooltip = "Opportunity is Warm";
                    break;
            }
            break;
        case 3:
            imgName = "new_Cold";
            switch (userLCID) {
                case 1036:
                    tooltip = "French: Opportunity is Cold";
                    break;
                default:
                    tooltip = "Opportunity is Cold";
                    break;
            }
            break;
        default:
            imgName = "";
            tooltip = "";
            break;
    }
    var resultarray = [imgName, tooltip];
    return resultarray;
}


3) Navigate to Customizations --> Entity (Ex: Opportunity) --> Views --> Select the view where you want to add the image.
4) Select the column where you want to add the Image/Tooltip and select on Change Properties. You will see an to select Webresource file and Function name to call it. Select the webresource which you have created and given the functionname as below.

5) Save and Close the View and publish the customizations.

Here is the Output of it.

Hope this helps.

--
Happy CRM'ing
Gopinath

Sunday, 4 December 2016

Limitations of Voice of the Customer in Dynamics CRM

Hi,

Here are the limitations of Voice of the Customer in Dynamics CRM.

Voice of the Customer for Microsoft Dynamics 365 has the following limitations designed to optimize performance:
  • You can publish a maximum of 200 surveys.
  • You can include a maximum of 250 questions on a survey. If you've enabled feedback for a survey, you can include a maximum of 40 questions.
  • You can create a maximum of 25 pages per survey.
  • You can send a maximum of 10,000 email invitations that include piped data in a 24-hour period. Any emails that exceed that amount will remain pending during that time and will automatically start sending when the time limit is over.
  • Voice of the Customer for Microsoft Dynamics 365 will pull a maximum of 2,400 survey responses per day.
  • Voice of the Customer for Microsoft Dynamics 365 allows storage of a maximum of 1,000,000 survey responses.
Hope this helps.
--
Happy CRM'ing
Gopinath


Voice of the Customer in Dynamics CRM

Voice of the customer is a new Dynamics CRM 2016 feature that was introduced to capture feedback regarding the business products or service from CRM. With Voice of the customer we can easily set up Surveys in Dynamics CRM and use the responses for the business growth.

Here are the steps for installing Voice of the Customer in CRM.

1. Sign in to https://portal.office.com with your Global administrator or Dynamics 365 System Administrator credentials. 
2. Click Admin centers > Dynamics 365
3. Click the Instances tab, and then select the instance to add the solution to.
4. Click Solutions.
5. Select the Voice of the Customer and click Install. Proceed through Terms of service to accept the terms.
The status for the solution changes to Installation pending.
The status for the solution will change to Installed when the solution is ready.

After you've installed the Voice of the Customer for Microsoft Dynamics 365 preferred solution, you need to accept the terms and conditions to configure it in Dynamics 365.

1. Go to Settings > Customizations.
2. Click Solutions.
3. In the list of available solutions, select Voice of the Customer for Microsoft Dynamics 365.
4. In the Voice of the Customer for Microsoft Dynamics 365 Configuration screen, select I agree to the terms and conditions and click Enable Voice of the Customer for Microsoft Dynamics 365.

When the configuration completes, you can start using Voice of the Customer for Microsoft Dynamics 365 surveys.

Once configuration is success, you will see a Voice of the Customer added to your CRM Ribbon in Site Map
To create new survey record, navigate to Voice of the Customer --> Survey and create new record.
There are 3 forms on the Survey Record
1) Survey
2) Designer
3) Dashboard
Survey
This form has all themes, behavior controls as well as question/response configuration and users can modify these as required.

Designer
This page allows you to design UI for the survey. It provides options to pages, questions and ratings etc.
Users can design Welcome Page which will shown on opening the survey.

After this users can add question via the drag and drop editor. Users can double click on the form for more editing options.

Dashboard
Dashboard shows the statistical information by submission of feedback with invitation link which is generated in Survey activity (Will come to about this in few seconds)

Publish the Survey Record.

Open any contact/account in CRM and in the Social Pane you will an activity with name as Survey Activity.
Fill all related fields data of Survey activity and click on Save. Once save, the system will generated the survey invitation link that can be sent to the user for providing feedback.

Users can provide feedback by opening the link.


In CRM, users can find the Survey Response by navigating to the Survey Response entity within Dynamics CRM or from the related Survey Response for Survey Activity.
Hope this helps.

--
Happy CRM'ing
Gopinath

Saturday, 3 December 2016

Get the list of all the dirty fields in the form in Dynamics 365

Hi,

Recently on opening our lead record in CRM we were getting unsaved changes message. We know this is because of the some of Business Rules or JavaScript and it is bit difficult to find the field.

Here is the way to quickly find the list of all field those are dirty.

1) Open the record in CRM.
2) Navigate to Developer Tools.
3) Go to -> Console and paste the below code and press Enter.

var message = "The following fields are dirty: \n";
frames[0].Xrm.Page.data.entity.attributes.forEach
    (function (attribute, index) {
        if (attribute.getIsDirty() == true) {
            message += "\u2219 " + attribute.getName() + "\n";
        }
    });

alert(message);

You will the field schema names in the alert.

Hope this helps.

--
Happy CRM'ing
Gopinath

Disable OOB Pricing in CRM - Calculate Price - OOBPriceCalculationEnabled in Dynamics CRM

Hi,

In some projects, we might not use the standard set of pricing and calculation which are OOB by setting the Price Lists and we all know that system requires Price List as a required value on the Quote, Opportunity etc.. for adding products else it will show the warning on the form.

For this scenarios, we can disable the OOB Pricing in CRM. Here are the steps for the same.

1) Navigate to Settins -> Adminstration -> System Settings -> Sales Tab
2) Set Use system pricing calculation to No
Everytime an Opportunity, Quote, Order or Invoice is created or updated the plug-in registered on the CalculatePrice executes to calculate prices as specified in the custom code of the plug-in. The CalculatePriceRequest message doesn’t have any usage scenario of its own. It’s exposed so that you can plug in your own custom pricing calculation logic if you don’t want to use the out-of-box pricing provided by Dynamics CRM.

Here is the sample code for the Plugin - Calculate Price plug-in

Hope this helps.

--
Happy CRM'ing
Gopinath

Sunday, 27 November 2016

If you enable the hierarchy setting for this relationship, all rollup definitions that use the existing hierarchy will become invalid

Hi, 

Today, I was creating a Hierarchy Setting on the entity and got the below message.

If you enable the hierarchy setting for this relationship, all rollup definitions that use the existing hierarchy will become invalid
I did search for the meaning and here it is.

Check that you have already a relation that has been declared as Hierarchy while in the relation ship as by rule we can have only one and self relation hierarchy.

Hope this helps.

--
Happy CRM'ing
Gopinath

An Error has occurred. {1} {0} while importing to Solution to CRM

Hi
Today when I was importing the solution to CRM 2016 online received the below error.

An Error has Occurred. {1} {0}

Not sure what was the error as it didn't give me a chance to check the log.

The fix is to switch to other browser. I was using IE 11, switching to Chrome solved the issue.

Hope this helps.
--
Happy CRM'ing

Gopinath

Wednesday, 16 November 2016

Get the option set values of a field in an entity in Dynamics CRM using SDK and C# code

Hi,

Today we got a requirement to retrieve OptionSet values of a field from an entity in CRM. Here is the sample code of it.

public static OptionSetMetadata GetOptionSetsValuesInAnEntity(string entityName, string attributeName, IOrganizationService service)
{
       string AttributeName = attributeName;
       string EntityLogicalName = entityName;
       RetrieveEntityRequest retrieveDetails = new RetrieveEntityRequest
       {
             EntityFilters = EntityFilters.All,
             LogicalName = EntityLogicalName
       };
       RetrieveEntityResponse retrieveEntityResponseObj = (RetrieveEntityResponse)service.Execute(retrieveDetails);
       Microsoft.Xrm.Sdk.Metadata.EntityMetadata metadata = retrieveEntityResponseObj.EntityMetadata;
       Microsoft.Xrm.Sdk.Metadata.PicklistAttributeMetadata picklistMetadata = metadata.Attributes.FirstOrDefault(attribute => String.Equals(attribute.LogicalName, attributeName, StringComparison.OrdinalIgnoreCase)) as Microsoft.Xrm.Sdk.Metadata.PicklistAttributeMetadata;
       Microsoft.Xrm.Sdk.Metadata.OptionSetMetadata options = picklistMetadata.OptionSet;
      // Use below code to get the Option Set Item Name from Value (optionSetValue)
      //IList<Microsoft.Xrm.Sdk.Metadata.OptionMetadata> OptionsList = (from o in options.Options
      //                                     where o.Value.Value == optionSetValue
      //                                     select o).ToList();
      // string optionsetLabel = (OptionsList.First()).Label.UserLocalizedLabel.Label;
      return options;
}

Hope this helps.

--
Happy CRM'ing

Gopinath

Sunday, 6 November 2016

OOB Actions with Dynamics 365

Hi,

I have started exploring Dynamics 365 and with in sometime no idea where I am going by jumping onto number of articles. However, here is the information about new OOB Action available with Dynamics 365.
With Dynamics 365, a whole new set of actions has been provided to you OOB. As per MSDN documentation, the following are the new set of actions available with this release.
  • Add (Case) to Queue
  • Add user to Record Team
  • Apply Routing Rule (to Case)
  • Calculate Actual Value (of Opportunity)
  • Close Opportunity
  • Get Quote Products from Opportunity
  • Get Sales Order Products from Opportunity
  • Lock Invoice Pricing
  • Lock Sales Order Pricing
  • Qualify Lead
  • Remove User from Record Team
  • Resolve Incident
  • Resolve Quote
  • Revise Quote
  • Unlock Invoice Pricing
  • Unlock Sales Order Pricing
Just create a new process (Action/Workflow) and select "Perform Action" and select required action which you need to perform.
Click on View Properties and set the required values to perform the action.
Save and Activate.

That's it, whenever it runs the Action/Workflow performs the action which is configured.

Hope this helps.
--
Happy CRM'ing

Gopinath

Editable Grid Events in Dynamics 365

Editable Grid support the below JavaScript events for home grid and sub-grids
  • OnRecordSelect
  • OnSave
  • OnChange
OnRecordSelect
  • Event triggers when a single row is selected in the editable grid.
  • This event won’t trigger if a user selects different cells in the same row or selects multiple rows.
// Register this event on onRecordSelect event
function gridRowSelect() {
    // Read selected rows from editable sub grid
    var selectedRows = Xrm.Page.getControl("subGridAccounts").getGrid().getSelectedRows();
}

OnChange
  • The OnChange event occurs when a value is changed in a cell in the editable grid and the cell loses focus.
  • This event can also occur when an attribute value is updated using the setValue method.
OnSave
The OnSave event occurs before sending the updated information to the server, and when any of the following occurs
  • There is a change in the record selection.
  • The user explicitly triggers a save operation using the editable grid’s save button.
  • The user applies a sort, filter, group, pagination, or navigation operation from the editable grid while there are pending changes

Some important points to consider for the OnSave event:
  • If a user edits multiple columns of the same record in sequence, the OnSave event will only be fired once to ensure optimal performance and form behavior compatibility.
  • Editable grid and the parent form have separate save buttons. Clicking the save button in one will not save changes in the other.
  • Editable grid does not save pending changes when navigation operations are performed outside of its context. If the control has unsaved data, that data may be lost. Consequently, the OnSave event may not fire. For example, this could happen when navigating to a different record using a form lookup field or through the ribbon.
  • Pressing the refresh button in the editable grid causes it to discard any pending changes, and the OnSave event won't be fired.
  • Editable grid control does not implement an auto-save timer.
  • Editable grid suppresses duplicate detection rules.

Hope this helps.
--
Happy CRM'ing

Gopinath

Configure Editable Grid in Dynamics 365

The most awaited feature of Dynamics CRM is Editable Grid. Here are the list of things which are supported via Editable Grid.
  • In-grid editing of records at the entity or sub-grid level
  • Web and mobile clients
  • Navigation using a keyboard or mouse
  • Grouping and Sorting (Able to group by/sort by any column on current view)
  • Filtering
  • Moving and resizing columns
  • Pagination
  • Lookup configuration
  • Calculated fields and Rollup fields
  • Business rules
  • Hierarchical view
  • Enabling or disabling of cells based on security role
  • Editable Grid respect read-only grid metadata and configurations
  • Editable Grid support the below JavaScript events for home grid and sub-grids: Check this Post for more information on the events.
    • OnRecordSelect
    • OnSave
    • OnChange
  • Editable Grid support the below entity level Business Rules:
    • Show error message
    • Set field value
    • Set business required
    • Set default value
    • Lock or unlock field
  • Editable Grid supports most of data types except:
    • State
    • Customer type field
    • Composite field
    • Partylist
    • Lookup entity related fields

Here are the steps to Enable it on Dynamics 365

Navigate to Settings -> Customizations -> Customize the System.

Click on the entity (for example : Account) for which you want to configure the grid. Click on Controls Tab.


click on "Add Control" and select on Editable Grid.
Select Web Option for the Editable Grid Control.


Microsoft Dynamics 365 Read-Only Grid is the initial default for Web, Phone and Tablet.
After adding an Editable Grids control to an entity you will get a Events tab for setting the events to fire in the grid (Check this Post)
Click on Add Lookup link as shown below to select the view.


In the “Configure Property Add Lookup” dialog, in the Available Views drop-down, select which view to add the lookup to (eg My Active Accounts) and the lookup column you want added (eg Primary Contact) in the Available Columns drop-down.

Click on Save and Publish the entity.



Navigate to Accounts -> My Active Accounts View, you will see Editable Grid.
We can edit the data inline and will unsaved changes label at the below.
We can also apply grouping, eg group the grid by the field “Address 1: City”
Check this for Editable Grid Events


Hope this helps.
--
Happy CRM'ing
Gopinath