Power of Pre-Validation Stage in Dynamics 365

Hi,

Today, I got an interesting requirement on the Account Deletion. we all know that when we delete a account, all the records that are associated with it will delete as it is defined in Relation Behaivour. "Delete - Cascade all" and we cannot even change the configuration. 

After some search we got to know the power of Pre-Validation step. we have written a plugin and registered on the PreValidation step. Written a logic to loop through the contacts that are associated with the deleting account and updated ParentAccount lookup of the contacts with null. 

Hope this helps.

--
Happy CRM'ing
Gopinath

Web resouce dependencies in Dynamics 365

Hi,

We all were doing some tricks to refer two JS files on the Ribbbon like declaring one more action as IsNan etc. And now those days are gone, we can now define the dependencies for JavaScript and HTML Web Resource and that makes sure all the required dependent resources are loaded properly.

You just have open a Web Resource and you will find a new tab as Dependencies on it.

Hope this helps.

--
Happy CRM'ing

Gopinath

Dynamics 365 v9: Limitations Of Unified Interface

Hi,

We have started working on the upgrade project from 8.2 to 9.0. As we all know that we have Power Apps in 9.0 and exited about it. We are trying to understand the limitations around that before we start and would like share them here.

• Advanced Find
• Bulk edit
• Merge records
• Record sharing
• All options under Set Personal Options (Settings gear)
• Chart drill down
• Learning Path
• Creating personal dashboards and charts
• Creating personal views
• Charts as visualization for sub-grids on forms
• Activities roll-up view
• Creating email template with slugs
• Creating duplicate detection jobs
• Composite address control
• Run workflow
• Filtering on read-only grids
• Run report (SSRS)
• Letter, Fax, Recurring Appointments
• Campaign management – campaigns, campaign activities and quick campaign
• Goal management
• Marketing list
• Position entity
• Global notifications
• Admin experiences
• Editable grids on phones
• Audit Histroy
• Refresh button on Roll up fields.

I hope these things would be a part of future releases and will share it as and when it gets released.

Hope this helps.

--
Happy CRM'ing

Gopinath

The 'ascending' attribute is not declared - Importing Solution

Hi,

Today I have received the below error while importing the solution in CRM. I was not able to get anything by seeing the error as the information given was not helping to find the exact error and fix it. 

After some search able to find the fix. 

1) Extract the Solution zip file.
2) Open Customizations.xml in a XML Editor (I normally use Visual Studio)
3) Search for "ascending" and remove this text "ascending="true" whereever you find it.
4) Zip the components and import again. You will not get any error this time.

Hope this helps.

--
Happy CRM'ing

Gopinath

Get formContext in Ribbon Command - Dynamics 365 9.0

Hi,

We all know that there are lot of changes to Dynamics 365 JavaScript in accessing form attributes and controls. We should pass executionContext to a function and get the formContext. We can easily the context for onLoad, onChange and onSave events and the problems when we need to get in the functions that are configured to trigger on the Ribbon button click event.

We have a way to solve this issue by passing PrimaryControl as a CrmParameter to the function and in Javascript function pass parameter like below and getFormContext from the parameter what we passed. 

function mySampleFunction(primaryControl) {

            var formContext = primaryControl.getFormContext();

            formContext.ui.controls.get("name").getAttribute().setValue("123")

        }

Hope this helps. 

--

Happy CRM'ing

Gopinath

Resolve and Cancel Cases in CRM/Dynamics 365 CE using C#

Hi,

I was working on Service Module and had to develop a tool which can Resolve and Cancel cases.

Here is the C# code for the same.

To Resolve the Cases

        Entity IncidentResolution = new Entity("incidentresolution");

        IncidentResolution.Attributes["subject"] = "Subject Closed";

        IncidentResolution.Attributes["incidentid"] = new EntityReference("incident", guidCase);

        // Create the request to close the incident, and set its resolution to the

        // resolution created above

        CloseIncidentRequest closeRequest = new CloseIncidentRequest();

        closeRequest.IncidentResolution = IncidentResolution;

        // Set the requested new status for the closed Incident

        closeRequest.Status = new OptionSetValue(5);

        // Execute the close request

        CloseIncidentResponse closeResponse = (CloseIncidentResponse)iService.Execute(closeRequest);

To Cancel the Cases

       SetStateRequest request = new SetStateRequest();

       request.EntityMoniker = new EntityReference("incident", new Guid(strGuids[intGuid]));

       request.State = new OptionSetValue(2);

       request.Status = new OptionSetValue(6);

       SetStateResponse objResponse = (SetStateResponse)iService.Execute(request);

Hope this helps.

--
Happy CRM'ing

Gopinath

Create Apps using new App Designer and Site Map Designer in Dynamics 365

Hi,

Apps is one of the super good features that were introduced as part of Dynamics 365. We can create custom apps using App Designer.

Here are the steps to create Custom Apps in Dynamics 365

1) Navigate to Setting --> Application --> My Apps or Settings -->Customizations --> Apps.
2) Create New App by giving the following information

Name: Enter a unique name for the app. 
Unique Name: The unique name is automatically populated based on the app name that you specify. It is prefixed with a publisher prefix. You can change the part of the unique name that's editable. The unique name can only contain English characters and numbers
Description: Type a short description of what the app is or does. 
Icon: By default, the Use Default App thumbnail check box is checked. To select a different web resource as an icon for the app, clear the check box, and then select an icon from the drop-down list. This icon will be displayed on the preview tile of the app. 

select the client type that the app will be used for. 
Web: This is the classic Dynamics 365 web browser client. 
Unified Interface: This is the new Dynamics 365 web browser client that has a similar interface across PC and mobile devices. 

App URL Suffix: The app URL is automatically populated based on the app name that you specify. You'll see a preview of how the complete URL looks. The app URL must be unique. 

For on-premises: http://<server>/<org name>/Apps/<App URL> 
For online organizations: https://<server>. crm#.dynamics.com/Apps/<App URL> 

Use existing solution to create the App: Select this option to create the app from a list of installed solutions or just click on Done to Create the App.

Once the App is created, you can add the required components to it.

Click on the Site Map and it will open the Site Map Designer for this App. We can have separate

Site Map for this app.

You can design the Site Map by adding the required components to it.

In the same way, we can add Dashoboards, Entity Forms, views and Charts has to be added to the App.

After you are done with your changes, Publish the App by clicking on the Publish button.

Once you publish the app, you can go to My Apps --> Open the App which you want or you can also frame URL like below.

For on-premises: http://<server>/<org name>/Apps/<App URL> 
For online organizations: https://<server>. crm#.dynamics.com/Apps/<App URL>

Or else user can have access the apps by clicking on Down Arrow just beside Dynamics 365 as shown below.

We can also Assign Security Roles for which we have to give the access.

Hope this helps.

--
Happy CRM'ing

Gopinath

Dynamics 365 – Plug-in registration tool – Unable to connect to organization

Hi,

Recently, I was trying to connect to the trail version (9.0) using Plugin Registration Tool which was working some days back. 

The reason for it was with Version 9.0, we have download  all Tools, Dlls fron Nuget.

Here is the way to download the Plugin Registration Tool from nuget

1) Open Visual Studio
2) Create a new Project (Console Application)
2) Go to Tools -> NuGet Package Manager -> Manage NuGet packages for Solution.

3) Browse and install “Microsoft.CrmSdk.XrmTooling.PluginRegistrationTool” 9.0.0.7 version.
4) After installation, go to the project physical folder and open Packages folder.
5) You will see Plugin Registration Tool there and use that connect to CRM for registering plugins.

--
Happy CRM'ing

Gopinath