Hide ‘See associated records’ and ‘See all records’ on Sub Grid

As part of UCI two new buttons has been added to the Sub-grid, these are ‘See Associated records’ and ‘See all records’. On click of ‘See Associated records’ will lead us to Associated view of the open record and ‘See al record’ will lead to all records view.

But some time we need to hide those buttons then these button wont show up in ‘Ribbon Workbench’. Thus, to hide these buttons we need to remove from ‘Navigation’ from ‘entity’s form’, you need to just remove only respective navigation not all, ref below image ..

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Duplicate workflows in advanced find – CRM 365

While searching for the process in the Advanced Find of my MS Dynamics CRM 365 environment, I noticed that several “duplicates” of the process appeared. Although they had the same name, some of them were in Draft Mode and two were Active. One curious thing that I saw was few processes are same logic and steps, also, whenever I did a change in one of my Active workflow/business rule, the other was replicating the change. This made me had a hard time trying to figure out what was happening, specially because after searching the duplicates in the Default solution to delete them, only one appeared.

Continue reading “Duplicate workflows in advanced find – CRM 365”

Xrm.WebApi.online.execute (Client API reference) in MSD 365

Xrm.WebApi.online.execute(request).then(successCallback, errorCallback); can be used for CURD operations, also to execute workflow and action. In the above syntax ‘request’ will be a object which can have all information of the operation. The details of the request can be found here in more depth. Here is some details ..

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Pass parameter to RDL

Sometime we need to send parameter dynamically to SSRS report, to achieve it below JS function will help … here key thing is “&p:”, whatever next to this one will be considered as parameter, e.g. “&p:parameterName=parameterValue”. You can pass more than one parameters too.

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Reports in MSD 365

To create SSRS report for MSD 365, we need SQL Server Data Tool, its part of Visual studio itself. To create report follow the below steps ..

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Open create ‘Form’ from sub-grid directly by avoiding associated records between entities

In MSD 365, when we add sub-grid on form by creating relation between two entities, it will gives Create (+) button and associate view button. When we click on Create (+) button, dynamics shows already created associations between these two entities, ref below screen shots…

Association

Some time we don’t require this associated records and always want to create new record by avoiding all those clicks. We can achieve it by making relation mandetory, just as shown in below image.

make it relation required

…and you are done, now go back to the subgrid and click on the ‘Create’ (+) button, it will launch new create window and won’t ask to select existing association.

Thanks.

Document creation in MSD 365

Many times we need to create document in MSD CRM and or MSD 365, ex. Quote. In earlier CRM version it was not available out of the box. But as part of MSD CRM 2016 and MSD 365 its has been introduced out of the box, in few clicks we cam create document or automate the process with the help of out of box workflow.  Continue reading “Document creation in MSD 365”

Setting up a visual hierarchy on a custom entity

hier-main

Hierarchy visualisation can be configured in MSD 365, its pretty easy. Here are the steps for it. Continue reading “Setting up a visual hierarchy on a custom entity”

Configure the schedule board for resource availability

Resource Scheduling1
Get the correct resource

The Dynamics 365 for Field Service schedule board provides an overview of resource availability and bookings you can make. Before you use the schedule board, it is important to set up the views and filters to your preference.

Applicable to Dynamics 365 (online) ==> Field Service, version 9.x

Important

To use the schedule board booking functionality, geocoding, and location services, you need to turn on maps.

  1. From the main menu, click Resource Scheduling > Administration.
  2. Click Scheduling parameters.
  3. Open the record and scroll down to the Resource Scheduling Optimization section.
  4. On the Connect to Maps field, choose Yes.
  5. Accept the terms and save the record.

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Schedule anything with Universal Resource Scheduling

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Schedule anything in Dynamics 365 using Universal Resource Scheduling. You can enable scheduling for any entity including custom entities.

For example, you can enable scheduling for the opportunity form and schedule marketing visits for your opportunities. You can also do this for the case form and schedule time to work on cases.

This is applicable for Sales, Customer Service, Field Service, Project Service Automation Continue reading “Schedule anything with Universal Resource Scheduling”