[Issue] Dashboard: Click on record, Opening new record

Recently, one of my colleagues faced a little weird issue. Let me try to explain the issue and then we will look for the resolution.

Issue:

In the Dashboard, an activity view is placed and whenever he is clicking on the record in the view, a new activity creation form is opening rather than the activity record form with proper data. Weird!!

Even, we tried to check it in different browsers such as IE, Firefox, Chrome or Safari, but the behaviour is same.

Dashboard-Activity-View-Issue-0

Dashboard-Activity-View-Issue-1

 

Resolution:

  • Go to Settings – Customization – Customization the System – Entities – Activity –  Views – <open concerned view>
  • Add Columns – <select any column> – click on OK.
  • Select this newly added column in view and click on ‘Remove’ button.
  • Click on Save and Close & Publish all Customization.
  • Do Ctrl + F5 and behaviour start working as expected.

Happy Hump Day!!

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Dynamics 365 v9 – NOT IN support for Advanced Find

Let’s discuss all the new features of Dynamics 365 v9 updates. One of the interesting ones is ‘NOT IN Support for Advanced Find’.

Purpose of this new feature is to find all those Cases that do not contain a Task using Advanced Find.  Let’s kick in to play with it.

Go to Dynamics 365 – click on Advanced Find

Scenario # 1:

  • Look for: Cases
  • in the below pane, do ‘Tasks (regarding) = Contains Data”
  • Click on Results button.

This query will return all the Cases which have at least one Task associated with it.

D365-v9-NOT-IN-Advanced-Find-1

If you click on the ‘Download Fetch XML’, you will find the below info:

D365-v9-NOT-IN-Advanced-Find-3

Scenario # 2:

  • Look for: Cases
  • in the below pane, do ‘Tasks (regarding) = Does Not Contain Data”
  • Click on Results button.

This query will return all the Cases which don’t have any Task associated with it.

D365-v9-NOT-IN-Advanced-Find-2

If you click on the ‘Download Fetch XML’, you will find the below info:

D365-v9-NOT-IN-Advanced-Find-4

This feature is indeed very needed one. Hope it will help the D365 community in a greater good.

Dynamics 365 v9 – Multi-select Option Set

Let’s discuss all the new features of Dynamics 365 v9 updates. One of the interesting ones is ‘Multi-select Option set’.

Purpose of this new feature is to select multiple values in the option set. Let’s kick in to play with it.

Go to Settings – Customization – Customizations – Entities – Contact – Fields – New

  • Data Type: MultiSelect Option Set

All the other features are same as any other Datatype. Even Global options set is also possible.

D365v9-MultiSelect-Option-Set-1

After creation of the field, place it on the form, editable grid and view. Click on Publish All Customization. Now, let’s see how is the look and feel?

On the Form

D365v9-MultiSelect-Option-Set-2

On the View

Few things I notice on this column:

  • Sorting is not available which seems reasonable.
  • Resize of the column using resize selector not working in Chrome, but works in IE.
  • Filter option is available.

D365v9-MultiSelect-Option-Set-3

On the Editable Grid

Few things I notice on this column:

  • Group by is not available.

D365v9-MultiSelect-Option-Set-4

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.

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