Show D365 Sales data into D365 Operation

The first solution comes to mind is to use iFrame and easy peasy life. But, hold on Mr. Consultant!! iFrame approach is not the supported. 😦

  1. So, the supported approach for such requirement is to use the Dynamics CRM SDK (using Web services) and show the data into the temporary tables or controls in D365 Operation or Financials. The effort of this approach is quite intense and need a good understanding of  D365 Sales and D365 Operation is needed.
  2. Another approach is using Common Data Service. Very powerful, but not very flexible. Give a try to this one first, if you got stuck then use the Option # 1.
  3. Another approach is using the pre-built Flow Templates. Easy to implement, robust and less onboarding time for a new comer. When you are working with this option, actually you’re utilizing the Common Data service at the backend.

Flow-Dynamics-365

My take on this is to go with Option # 3. FYI, I’m also learning about PowerApps and Flow at the moment, so I’ll keep updating this article with the passage of time.

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Qualify Lead dialog box in Dynamics 365 Sales

One of my clients is migrating from Dynamics CRM 2011 to Dynamics 365 Sales and Qualify Lead dialog box is missing. Since this feature is not anymore available from CRM 2013 and onwards, but Client is Client and after all, they are our bread and butter. Having said that, I need to provide an intuitive and robust solution to mitigate it. So, here we go:

  1. We can select the existing contact and account directly in the lead record. If none of the value is selected, an Account and a Contact gets created.
  2. Create a new workflow/dialog, create a new custom button, on the click of button call newly created workflow/dialog from a JavaScript web resource.
  3. Create a new HTML web resource which is similar to existing Convert Lead dialog box. Create a new custom button and call your newly created HTML web resource.

If you take my advice, I would recommend going with Option # 1 as it has less effort and everything is available Out-of-box. Thanks.

Showing picture(entityimage) into CRM Online Report

Author: Zohaib Uddin Khan

Credit: For this tip & trick, thanks to Andrew Butenko

I need to prepare a CRM Online report which shows the picture of the ‘Contact’ or any other entity. The schema name for the picture attribute is ‘EntityImage’. Since I’m preparing the report for the CRM Online, so I can only use FetchXML. I used the ‘EntityImage’ attribute in the FetchXML as I used other attributes but a picture is not appearing. Further analyzing the ‘EntityImage’, I noticed that it is only returning the string data while I was expecting binary data into it.

At this point, I posted my question to the ‘Dynamic CRM’ community and Andrew Butenko provided a solution to handle this case.

Solution:

  • Create a new ‘Multiple Lines of Text’ attribute. (Make sure the maximum length)

EntityImage-CRM-Online-Report-1

  • Write an Update Plugin on the Contact entity, which will store the value in Base64. No need to write a Create plugin as a picture can only be set after the creation of the record. Following one line will convert the data of ‘EntityImage’ into ‘Base64’ string.

entity[“cewa_entityimagebase64”] = Convert.ToBase64String((byte[])entity[“entityimage”]);

  • Now, open the Report, place the image placeholder and set the values accordingly. The following line of code will do the trick.

System.Convert.FromBase64String(Fields!cewa_entityimagebase64.Value)

EntityImage-CRM-Online-Report-2

After browsing the report, you can see image started appearing in the CRM Online Report.

EntityImage-CRM-Online-Report-3.png

Report Server has RDLSandboxing enabled

Today, while uploading a report in the Dynamics 365 Online, I faced the following exception:

Report-Server-RDLSandboxing-Enabled

After clicking on the ‘Download Log File’ button, I got a more detailed exception and it informed me that ‘Microsoft.VisualBasic.Interaction’ has been referred which is not allowed in the Dynamics 365 Online (seems reasonable).

Report-Server-RDLSandboxing-Enabled-1

Since I was not exactly sure at what places I used it nor how many times were it used, so I opened the *.rdl file into Notepad++ and do the Find and replace. In this way, I removed all the instances of Microsoft.VisualBasic.

Report-Server-RDLSandboxing-Enabled-2

After removing the references to Microsoft.VisualBasic, I upload the report and it works properly. Bingo!!

Business Process Flow – Assign Security Role Missing

Problem:

I’ve created a custom business process flow for Incidents. However, I’m unable to assign Security role to this custom business process flow as ‘Assign Security Role’ button is missing, while ‘Edit Security Role’ button is available, but it lacks the functionality of assigning.

Dynamcis365-BPF-Assign-Security-Role-1

Solution:

After spending some time, I realize that in the Security Role a new tab has been introduced named as ‘Business Process Flow’. Under this tab, you will find the same functionality as per the ‘Assign Security Role’ button.

Dynamcis365-BPF-Assign-Security-Role-2

Because, of this new customization and configuration behavior, make sure to include following items as part of the Solution for the deployment on different environments:-

  • Newly created ‘Business Process Flow’
  • Relevant ‘Security Role’ and
  • a new Entity get created similar to the name of newly created ‘Business Process Flow’

Upgrade to Dynamics 365 – Global Search Stop Working!

Problem:

Recently, I did an upgrade from Dynamics CRM 2015 (On-Premises) to Dynamics 365 (On-Premises). After the upgrade, I faced a terrible challenge that Global Search stop working and bombarding with the the exception ‘Query Builder Error – The specified field does not exist in Dynamics 365’.

Dynamics-365-Query-Builder-error

Solution:

  • Go to Dynamics 365 Organization – Settings – Administration – System Settings – General Tab – Scroll down till you find ‘select entities for categorize search’ and click on ‘Select’ button.

Dynamics-365-Global-Search-1

  • Note down all the entities which are appearing in the ‘Selected Entities’ section. Then, remove all the entities from the list except Account and click OK.
  • Now, go to Settings – Customizations – Customize the System – Entities – Account – Views – double click on ‘Quick Find View’ type.
  • Remove all the columns which are from other entities in this view. Keep only the columns of Account in this view.
  • Click on ‘Save and Close’ and ‘Publish All Customization’.
  • Now, bring the above solution for all the entities where you want the global search should work.

Dynamics-365-Global-Search-2

 

Business Process Flow doesn’t display

Problem:

I’ve created a custom business process flow for Incidents. However, the business process flow does not display/show when I look at the Incident through the Customer Service app. However, if I look at the Incident in the “Dynamics 365 – custom” app I can see the business process flow on the same record.

Solution:

After spending some time, I realize that I need to make an association of newly created Business Process Flow to the Customer Service App.

  • Go to Dynamics 365 Organization Customization (Settings – Customizations – Customize the System).
  • Select Apps and double click ‘Customer Service’.

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  • Select Business Process Flows on the design panel

Dynamics-365-BPF-1

  • Ensure that your newly created Business Process Flow is marked as selected.
  • Click Save and then Publish.

Viola!!

Microsoft Garage Mouse without Borders

Today’s post is not directly related to the Dynamics 365, but it is more relevant to the life of a Consultant.

As a consultant, you notice this thing that there are mostly two independent machines available on your desktop because of some reason. May be, one machine belongs to your parent company while another is given by the client. Because, of this you need two keyboards and mouses on your desktop, which are occupying extra space and you always need to switch from one keyboard/mouse to another keyboard/mouse.

One solution maybe doing remote desktop with lousy user experience. While, another solution is Microsoft Garage Mouse without Borders.

What is Microsoft Garage Mouse without Borders?

In layman terms, it allows you to control up to four computers from a single mouse and keyboard. Not only this, it will also copy text or drag and drop files across computers.

  • Download Microsoft Garage Mouse without Borders
  • Install on the machines which you want to control with single mouse and keyboard.
  • Once the installation is finished, you need to do configuration:

Capture

Microsoft Dynamics 365 Roadmap

Dynamics-365-Roadmap

On the other day, I was having a conversation with Ben Fissioli and he shared this great website Microsoft Dynamics 365 Roadmap.

Microsoft Dynamics 365 Roadmap is divided into three major sections (feature list):

  • Previously Released
  • In Development
  • What’s New

All this information can be more filtered based on different applications:

  • Dynamics 365 for Sales
    • Portal
  • Dynamics 365 for Customer Service
    • Unified Service Desk
  • Dynamics 365 for Field Service
  • Dynamics 365 for Project Service Automation
  • Dynamics 365 for Operations
  • Dynamics 365 for Financials

At this website, I feel information about following applications are missing: (not 100% sure, but unable to find anything about them)

  • Gamification
  • Voice of Customer

Nice to Have: If ‘What’s New’ section is directly linked with Dynamics 365 Ideas, it will help Dynamics 365 enthusiast to take part in Dynamics 365 Ideas more interactively and passionately.

Dynamics 365 – Unified Service Desk

Author: Zohaib Uddin Khan

Let’s discuss about the Unified Service Desk, What is Unified Service Desk or USD?

Unified Service Desk for Microsoft Dynamics 365 provides a configuration-based framework for quickly building agent applications for call centers. You can aggregate customer information from different areas in Microsoft Dynamics 365 into a single desktop and get a 360° view of customer interactions.

It has two components to be installed, one component to be installed in your Organization another is the Client Application.

  1. Browse to Unified Service Desk for Microsoft Dynamics 365.

Dynamics-365-Unified-Service-Desk-1

  1. As I mentioned earlier, USD has two components, so we’ll download:-
    • Dynamics365-USD-2.2.0.755-PackageDeployer.exe (Compulsory)
    • Dynamics365-USD-2.2.1.806-amd64.exe (Optional. Since, my development machine is 64 bit, so I chosed this one.)

or

    • Dynamics365-USD-2.2.1.806-i386.exe (Optional)

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  1. Once, download finished, double click the ‘Dynamics365-USD-2.2.0.755-PackageDeployer.exe’.

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  1. Enter the necessary information of your organization. Keep remember the user should have ‘System Administrator’ role.

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  1. As a new comer to Unified Service Desk, I recommend you choose ‘Unified Service Desk – Microsoft Dynamics 365 Web Client’ because in this option, sample configuration data is included. While, if you’re installing on UAT/Production environment, then ‘Unified Service Desk – New Environment’ option is your choice.

Dynamics-365-Unified-Service-Desk-5

  1. Couple of clicks on Next button and Unified Service Desk is installed in your organization. In case, if it throws an exception while installation, then click on the ‘View Log File’ in the installation screen. (Installation will take 15-25 mins approximately)

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  1. Go to your CRM Organization, Settings -> Solutions -> Verify that following solutions are installed:

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  1. Now, let’s start installing the Client application. Double click on the ‘Dynamics365-USD-2.2.1.806-amd64.exe’ or ‘Dynamics365-USD-2.2.1.806-i386.exe’.

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  1. Couple of clicks on Next button and Unified Service Desk Client Application is installed on your computer.

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  1. Go to your desktop and double click on the Couple of clicks on Next button and Unified Service Desk Client Application is installed on your computer.

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