Dynamics 365 Portals: Configuration

Why we need portal.. ? in short, we need it for ….

  1. Customer Engagement
  2. Customer Self-Help
  3. Partner Engagement
  4. Employee Engagement
  5. Custom Portal Framework
  6. You can configure multiple portals for same environment too..

Portal Configuration:

  1. Go to MSD’s Admin and click on Dynamics 365 link
Continue reading “Dynamics 365 Portals: Configuration”

Ribbon workbench publishing issue: No SOAP Envelope in response

Recently, while working on a government project (MSD 365-V8 On Premice environment), I faced this weird issue that my ribbon workbench was not publishing anything, not even the single entity without any change. whenever I try to publish the entity, he was throwing below exception…

‘No SOAP Envelope in response’ Continue reading “Ribbon workbench publishing issue: No SOAP Envelope in response”

Auto-Save Editable sub-grid

If you are working with editable grid, then there is a very common problem user faces that they always forget to save that grid and proceed further with the next business step on MSD 365 form.

The strange part is when the user makes some changes on the grid and saves the data, data won’t be saved but if they click on ‘Save and Close’ data gets saved. But with this user needs to open the same record again to proceed next. Continue reading “Auto-Save Editable sub-grid”

Colourful MSD View

color grid

Explanation:

  1. Create JavaScript library with below function code
  2.  Sample JavaScript Code
    function displayIconTooltip(rowData, userLCID) {
    
        var str = JSON.parse(rowData);
        var col_data = str.soft_fieldName_Value;
    
        var imgName = "";
        var tooltip = "{" + col_data + "}";
    
        switch (col_data) {
            case 1: //Fulfiled 
                imgName = "soft_Green";
                tooltip = "Fulfilled Completetly";
                $('span:contains("Fulfiled")').closest('tr').css('background-color', 'green');
                break;
            case 2: //Partial
                imgName = "soft_Yellow";
                tooltip = "Fulfilled Partialy";
                $('span:contains("Partial")').closest('tr').css('background-color', 'yellow');
                break;
            case 3: //Unfulfilled
                imgName = "No_colour";
                tooltip = "No fulfilled";
                $('span:contains("Unfulfilled")').closest('tr').css('background-color', 'white');
                break;
            case 4: // Cancelled 
                imgName = "soft_Red";
                tooltip = "Fulfilment Deactived/Cancelled";
                $('span:contains("Cancelled")').closest('tr').css('background-color', 'red');
                break;
    
            default:
                imgName = " ";
                tooltip = "N/A";
                break;
    
        }
        var resultarray = [imgName, tooltip];
        return resultarray;
    
    }
  3. then register that JavaScript on the view
  4.  Publish your changes  and hard refresh your browser
  5. … and done !!  🙂

Please note here is this will work only on Read Only View, not on the Editable View.

Thanks!

 

MSD 365: October ’18 release

Oct 18 Release

The October ’18 wave of business application releases from Microsoft provides you with significant capabilities to transform your business. These new services and capabilities become available starting in October 2018.  Continue reading “MSD 365: October ’18 release”

Creating empty XRM Environment in PowerApps

Good one !!

There was a one of the seminar on the same topic in CRM Saturday-Sydney by Guy Riddle.  It was awesome. As well, I was looking for that process, and this is the one.   Thanks !!

Continue reading “Creating empty XRM Environment in PowerApps”

10 Things in Microsoft Flow that isn’t in Azure Logic Apps

Reshared blog, here is the original one.

Sorry about the catchy headline.  I will start by saying I am perfectly ready to see a response post containing 20 things in Azure Logic Apps that we wish are in Microsoft Flow.  The point of this post isn’t about whether one product is better than another product, it is simply to highlight the very-intentional design differences and how as users we have access to both and should make our choice accordingly.

If a comparison must be made, then I think in reality, they are better seen as two siblings – LogicApps is the big sibling with more features, Flow piggybacks LogicApps, but itself has several unique tricks and sometimes, features do move between them.  I love both teams & products.

To best describe Flow to an Azure / Logic Apps person, Flow is Logic Apps + power-user / human workflow-focused workloads, combined with a mobile experience and better in-product integration.  As a result, it caters to a whole different set of scenarios that Logic Apps isn’t focused on.

1. Resource-Owned Flows

Continue reading “10 Things in Microsoft Flow that isn’t in Azure Logic Apps”

workflow execution from Plugin

Here is quick sample code for workflow execution from Plugin …

Execute workflow …

Continue reading “workflow execution from Plugin”

Field Service: Demo data import issues

demo data

There are so many questions and problems faced by field service developers while Demo data import for field Service. So thought of let’s make write on common issues for demo data import for field service, which I faced during my demo data import.

You can download demo data from here to import into your field service environment. Microsoft already provided a detailed document on how to import demo data to Field Service. you can find that in downloaded files.  But still, while importing this demo data I faced below issues.. Continue reading “Field Service: Demo data import issues”

MB2-715 Certification: (Microsoft Dynamics 365 Customer Engagement Online Deployment) – Revision Guide

Thanks for great stuff altogether!!

Microsoft Dynamics 365

I have been completing a series of posts to help people prepare for the MB2-715 certification (Microsoft Dynamics 365 Customer Engagement Online Deployment). Here is a collection of links to all of those posts. I hope these might serve as a useful revision aid for the MB2-715 exam.

The MB2-715 certification is not easy! But deployment is an important topic and one you will really enjoy learning about.

In my opinion the MB2-715 differs slightly in its style to some of the other certifications such as MB2-716 (customization). As its scope contains some topics that are possibly more theoretical, such as how plan for updates or understanding the licensing options. But even so, I still encourage everyone to try as many of the features discussed hands on. Do not rely on theory alone!

Introduction

Create a Customer Organizational Structure

Support the Microsoft Dynamics 365 client environment

  • Validate minimum browser requirements…

View original post 501 more words