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

Field Service: Sample data installation

field service

While studying Field Service, Field Service installation is not enough,  we need to install sample data or seed data in the environment, so we will get clear idea of how its looks like and we can play with that sample data just like real one.

As well, it can be used for demo purpose.

So here are the steps to install sample data for Field Service… Continue reading “Field Service: Sample data installation”

Field Service: overview

field service

Field Service Overview

Field Service capabilities extend Dynamics 365 to provide a complete Field Service management solution. It helps to….

  • Optimize your service schedule with efficient routing, resource skill matching, and reduced travel time.
  • Increase first time fix rates and on-time delivery performance.
  • Enhance real-time communication and collaboration between customer service, dispatch, field agents, and customers.

Continue reading “Field Service: overview”

Field Service: installation

field service

Filed Service is one of the great feature available with MSD 365, here is the overview of it. Microsoft has developed managed solution for it we can install that in our environment, its available in Dynamics Marketplace.

Here are steps to install that in the environment…. Continue reading “Field Service: installation”

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.

Editable Grid: Make it read only

new things

We have a out the box option to make editable grid read only on the from it self but its applicable only for the views not for the sub-grids. Thus, with small JavaScript we can make it read only based on our business requirements. Here is the sample code for it

function setFieldsDisabled(context) {

    context.getFormContext().getData().getEntity().attributes.forEach(function (attr) {

        attr.controls.forEach(function (c) {

            if (c.getName("name") == "soft_ownercopy") {
                c.setDisabled(false);
            }
            else {
                c.setDisabled(true);
            }

        })

    });
    
}
 

Call it on where you want to…

js call

Thanks!!

Get data from selected rows of Sub-Grid

Here is the sample code to get desired data ( sample shows about GUIDS) from selected rows from the editable grid.

function GetSelecctedGuidsFromGrid() {

//Get an array of entity references for all selected rows in the subgrid
    var selectedEntityReferences = [];
    var sGuids = "";
 //get selected rows from grid    
var sRows = Xrm.Page.getControl("booked_asset").getGrid().getSelectedRows();
    
sRows.forEach(function (selectedRow, i) {
        selectedEntityReferences.push(selectedRow.getData().getEntity().getEntityReference());
    });
 //get all required data from each selected row    
for (let i = 0; i < selectedEntityReferences.length; i++) {
        if (sGuids == "") {
            sGuids = (selectedEntityReferences[i].id.toString());        
}
        else {
            sGuids = sGuids + "," + (selectedEntityReferences[i].id.toString());
        }    
}  
//clear field value    
Xrm.Page.getAttribute("soft_selectedassetlist").setValue(""); 
//set attribute value     
Xrm.Page.getAttribute("soft_selectedassetlist").setValue(sGuids);
    Xrm.Page.data.entity.save();
}

Thanks !!

bulk Create/Update/Delete for Dynamics 365

 Secret

Create / Update / Delete can be done with bulk operation, to avoid more DB hits and it will improve performance of the plugins and or code.

Here is reference MSDN URL http://msdn.microsoft.com/en-us/library/jj863631.aspx

Default max batch size is 1000, its applicable for all three create/update/delete.

  1. bulk Create can be done with following code snippet
CreateRequest createRequest = new CreateRequest { Target = 'your Entity Object' };

2. bulk Update can be done with following code snippet

UpdateRequest updateRequest = new UpdateRequest { Target = 'your Entity Object' };

3. bulk Delete can be done with following code snippet

DeleteRequest deleteRequest = new DeleteRequest { Target = 'your Entity Reference Object' };

Here are sample code blocks for bulk Update

 

Create multiple execute request

/// <summary>
 /// Create an ExecuteMultipleRequest object
 /// </summary>
 /// <returns></returns>
 private static ExecuteMultipleRequest CreateBulkExcuteRequest()
 {
 var multipleRequest = new ExecuteMultipleRequest()
 {
 // Assign settings that define execution behavior: continue on error, return responses.
 Settings = new ExecuteMultipleSettings()
 {
 ContinueOnError = false,
 ReturnResponses = true
 },
 // Create an empty organization request collection.
 Requests = new OrganizationRequestCollection()
 };
 return multipleRequest;
 }

Continue reading “bulk Create/Update/Delete for Dynamics 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”