Colourful MSD View

Explanation: Create JavaScript library with below function code  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... Continue Reading →

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MSD 365: October ’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.  Enhancements to Dynamics 365 applications include hundreds of new capabilities across Sales, Marketing, Customer Service, Portals, Omni-channel Engagement Hub, Field Service, Project Service, Social Engagement, Finance... Continue Reading →

Refresh MSD form

When we need to refresh MSD CRM/365 form all the time, I mean whenever there is change on the record, the form has to refresh to populate new values. The workaround for this is, add 'ModifiedOn' field on the form and trigger below JavaScript function on change of it.  function RefreshForm() { //Needed to set... Continue Reading →

{Quick Tip} Why is my workflow not showing up in Workflow Profiler in Plugin Registration Tool

Debajit's Dynamic CRM Blog

Recently I was conducting a training where I was demoing on how to debug a Custom Workflow activity step using the profiler in plugin registration tool. So here I was explaining to them to first click on “Profile Workflow” button on the plugin registration tool. For starters, here it is in the screenshot below

image

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And as I said – “Select your workflow”, I suddenly see a hand raised informing me that he is not able to view the workflow created by him.

Verified with all other’s and they are able to see the their respective workflows.

I just thought – “Must be some silly error.” But I was soon to be proved wrong.

Situations like this could be tough when asked all of a sudden. But my memory didn’t reach came to my rescue this time. I realized that while playing with the workflow, he has changed the owner of…

View original post 94 more words

Scheduling Workflows With Microsoft Flow

Cool stuff !!

That CRM Blog

I recently attended the MVP Summit in Redmond and one of the highlights was a ‘Developers vs Value-Adders’ cage match. Essentially, a business problem was presented and the two sides gave a solution using code and configuration respectively. The referee (me) judged the best response for each problem.

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One problem that came up, courtesy of Jonas ‘The Friendly Developer’ Rapp was a classic bugbear in Dynamics 365: the issue of scheduling workflows.

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If you are unfamiliar with the bulk delete job engine trick aka the ‘Wittemann Manoeuvre’, this was a workaround pioneered by MVP veteran Matt ‘Freakin’ Wittemann so many years ago. In short, you used the Bulk Delete scheduler to run a workflow.

So, given Matt came up with this trick about five years ago, is there another codeless way to achieve the same end with the new tools available to us? The answer is Flow.

Scheduling Workflows with…

View original post 619 more words

{Quick Tip} Plugin registration tool stopped connecting to Dynamics 365

Saved my lot of time, Thanks Deepesh. Keep it up the good work… 🙂

MSDYNAMICSBLOG BY DEEPESH

In case you have been trying to get the Dynamics 365 SDK plugin registration tool to work for latest version of Dynamics 365 online and facing issues like this one:

· At making a connection stage the tool keeps on circling all the data centres and still does not connect and gives error such as Bad username or password

· Error during connection such as Bad request

· IF you pick specific data centre also, still get error while connecting.

Well, you need to download the latest plugin registration tool. Following simple steps help to download Dynamics 365 9.0 tools:

You can follow below steps with screens or for more details information look into Microsoft docs link

1. Open Power Shell from windows menu.

2. Navigate to folder location where tools will download.

clip_image002

3. Copy Paste following command in PowerShell command( referred from the Microsoft Link).

$sourceNugetExe = “https://dist.nuget.org/win-x86-commandline/latest/nuget.exe”

$targetNugetExe…

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Browser extensions for Dynamics CRM

all in one post… I wrote different for each one.. !!

Thanks Yawer for this. 🙂

Yawer Iqbal

Browser extensions are great software components which increase productivity and let browser do things which they can’t otherwise.

For Dynamics CRM a few add-ons are available which do fantastic things for CRM developers, testers and power users. This post will review these extensions and their features.

 

Dynamics CRM Power Pane

PowerPane

 

Dyanamics CRM Power Pane is developed by Onur Menal (CRM technical consultant from Turkey) and is available for Chrome and Firefox.

Its features are classified as:

  • Record Actions
  • Form Actions
  • Navigation.

For any record, with a click, we can see record guid, record url, entity name and entity type id. Copying a record to clone in a new tab is another useful record action. Form actions let the user enable all fields, show hidden fields, disable value requirement, get schema names as the field label, and copy schema names in form. Other features like showing optionset or field values, highlighting the dirty field and refreshing…

View original post 378 more words

Dynamics 365 v9.0 is already available

It’s awesome article !!

@ramontebar

Some great news this week, the new Dynamics 365 (CRM) version 9.0 is already available for trial.

The build version I’ve got with my UK trial ([orgname].crm11.dynamics.com) is 9.0.0.11.03.

ramontebar_blog_Dynamics 365 v9.0

You can now enjoy some of the new features that I show below:

  • New design:

ramontebar_blog_Dyn365 v9.0 Main Dashboardramontebar_blog_Dyn365 v9.0 New Form design

  • New Unified Interface Apps

ramontebar_blog_Dyn365 v9.0 Apps Unified Interfaceramontebar_blog_Dyn365 v9.0 App with New Unified Interfaceramontebar_blog_Dyn365 v9.0 New Unified Interface

  • Flow Integration

ramontebar_blog_Dyn365 v9.0 Flow integration

  • Multi Select Option Set attributeramontebar_blog_Dyn365 v9.0 MultiSelect Option Set
  • New Solutions Components, including Virtual Entities:ramontebar_blog_Dyn365 v9.0 Solution Components

You can find more information about the new features in these Microsoft articles:

https://docs.microsoft.com/en-us/dynamics365/get-started/whats-new/customer-engagement/important-changes-coming

Changes for developers:

https://docs.microsoft.com/en-us/dynamics365/get-started/whats-new/customer-engagement/new-in-july-2017-update-for-developers

Enjoy your trial!

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MB2-716 Certification: (Microsoft Dynamics 365 Customization and Configuration) – Revision Guide

The following link is good for certification: Customisation and Configuration…. MB2-716 Certification: (Microsoft Dynamics 365 Customization and Configuration) – Revision Guide Thanks !!

Microsoft Dynamics 365 and Unified Service Desk

I have been completing a series of posts to help people prepare for the MB2-716 certification (Microsoft Dynamics 365 Customization and Configuration). Here is a collection of links to all of those posts. I hope these might serve as a useful revision aid for the MB2-716 exam.

The MB2-716 certification is not easy to study for. At least in my opinion! The reason being the scope of the exam. Dynamics 365 is a large product and therefore customizing it is a big topic. But a fun topic and one you will really enjoy learning about.

Introduction

Configure Microsoft Dynamics 365

  • Configure Microsoft Dynamics 365 settings
    • Configure auditing, document management, and collaboration; configure administration settings; perform data management tasks; perform user management; implement themes
  • Manage Microsoft Dynamics 365 security
    • Identify security roles, define permissions and privileges, configure access levels, configure security roles, assign security roles, implement multiple security roles, manage access…

View original post 583 more words

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