Our latest release of Click2Export with newly added features has been getting some great feedback from our Partners and Users. Once such feature which all users have been primarily excited was the exporting your CRM Word Templates in 1 click using the new Workflow feature.

This amazing feature helps CRM users to export word template (Word and PDF format) and perform actions (attach to note/email, auto send the email or upload to SharePoint) on the execution of certain CRM processes. Using this feature users can automate the exporting process for selected word template. This results in not just saving their valuable time, but also saves the clicks by reducing the steps to export and use these word templates within CRM.

Let’s see how word templates works within CRM. Word Template (MS Document) is a type of template that can be designed as per users requirement. Also, it has the option of uploading template in Dynamics CRM. In this template, the user can add the required fields – descriptive labels, texts, and formats. Along with that user can select the 1:N and N:N relationships.

Here, we have taken an example of Quote Entity for explaining this workflow feature to automate the exporting of word templates (Word and PDF Format) on the execution of automatic process selected in a workflow.

Also, we have created the Click2Export Workflow to export the word template automatically on Record field change (field – name) process and export the selected word template and execute the required action that is to be performed. Users need to add the Perform Action step and Click2Export Assembly (Inogic.Click2export.ExportWord.ExportWord2PDF) and define the CRM Word Templates, entity and actions that are to be performed after exporting.

After selecting the Quote we have changed its name from ‘Car Quotation’ to ‘Car Quotation 1’. By doing this the word template that is defined in workflow Click2Export assembly gets exported and selected actions are performed i.e. Attach to Note, Attach to an Email and Upload to SharePoint.

Attach to Note

By selecting this action as true after triggering of workflow the word template is exported and gets attached as a note of the selected Quote.

Attach to an Email

By selecting this action as true after triggering of workflow the word template is exported and attach to an Email of the selected Quote.

Upload to SharePoint

By selecting this action as true after triggering of workflow the word template is exported and uploaded to SharePoint of the selected Quote.

Grab your 15 days free trial instantly to evaluate the workflow feature by downloading it from our website or Microsoft Appsource. For a live demo or any more information on its new features, please email us on crm@inogic.com.

Introduction:

In this blog, we will discuss a workaround for triggering Microsoft flow via Dynamics 365 custom ribbon button.

For this, We would place a hidden two option field on form and then we would toggle its value to true via custom ribbon button and save the record, we would need to keep the triggering point of our Microsoft flow at “When a record is updated in Dynamics 365” so it would detect the change in the record and would trigger flow, but since we would not want it to be triggered on updating of any other field so we would also add a condition which would check that our two option field value is set to true, if yes then only further flow logic should get executed else the flow would exit.

Steps:

• Create a custom ribbon button: You can use XrmToolBox or Ribbon Workbench tool to create a button in your respective entity from where you may want to trigger your flow.

• Write JavaScript: You would need to write a javascript file which would contain your function which will toggle the value of a hidden field and also save the record so that the updation event would be recognized by the flow

• Prepare Microsoft flow: The entry point of your flow will be via Dynamics 365 Connector > When a record is updated. After that first condition will be to check whether the toggle field was modified as shown in the following screenshot

• Perform your operations: Once we check the condition to make sure that the event was from toggle field and not from any other field, we would perform a send email operation (may vary depending on your requirement)

• Toggle the two options field to false: We would need to make sure that the toggle field is rolled back to false because if the field remains in as-is condition then it will be difficult to check whether the event was fired from this field or from other fields, hence make sure to rollback the value of the hidden two options field once you are done with your work.

Conclusion:

Hope the above steps help to achieve your objective of triggering flow via Dynamics 365 ribbon button.

For assistance in designing and automating your business processes and workflows using Microsoft Flows reach out at crm@inogic.com

Hi,

My customizations are like this.

I use PhoneCall, when PhoneCall is Succeeded a new record in the Custom Entity gets created.

At the same time if any attachments attached to PhoneCall has to get attached to the new record which got created.

 For this i found that if we update the ObjectId in Annotation Entity with the Created recordId attachments gets attached to the record.

My code to Update ObjectId in Annotation Entity throws an error "server was unable to process request"

Please find the code below:

Introduction:

Power App helps you to create a quick mobile app or helps to customize the app in easiest way just dragging and dropping controls. In today’s blog, we will explore more on new “Confirmation Text” screen introduce for Canvas mode by PowerApp.

Following are the steps to add new screen with Confirmation Text in Canvas PowerApp:

1. Create a default Canvas app for appointment entity by using Dynamics 365. You can refer our previous blog here.

2. We get the following three screens on the left side:

• Browse Screen
• Detail Screen
• Edit Screen

3. As you know, appointment form in dynamics365 has “Mark Complete” button as shown in below screenshot:

So, now we will add button control on EditScreen1 named as “Mark Complete” as shown in below screenshot:

4. Now add new screen by clicking on “New screen” and select “Success” screen as shown in below screenshot:

5. OnSelect property of “Mark Complete” button add formula as given below:

Patch(Appointments,First(Filter(Appointments,activityid=ThisItem.activityid)),{statecode:1,scheduledstart:DateValue1.SelectedDate,scheduledend:DateValue2.SelectedDate});Navigate(Screen1,ScreenTransition.Cover)

Please see the screenshot below:

6. As you know, user can set appointment Start Time and End Time as per wish in below control:

7. Let’s run the app, and complete the appointment record by clicking on Mark Complete button. Now below screen will pop up:

Conclusion:

Now user can show New Screen with Confirmation Text in Canvas PowerApp.

Hi Experts,

Here is my issue,

I have two plugins registered on quote entity:

1. Plugin 1 triggers using a Calculate button(custom button) -> javascript -> calls save function and updates a field "abc_abc" -> on this field update a plugin is registered and it is called

2. Plguin 2 triggers on Activate button(OOB) of quote -> registered on setstate dynamic entity

They are both working fine when they are on 8.2

After V9 upgrade

if I click calculate somehow for no reason activate plugin is triggering and throwing error.

Tried below:

1. update plugin 2 to setstate message instead of Setstate dynamic entity -> result plugin 1 works but activate never triggers plugin 2

2. Disable plugin 2 -> result plugin 1 works

3. put plugin 2 in setstatedynamic entity -> run into same issue  as stated

Any help appreciated. Thanks

Hi,

My customizations are like this.

I use PhoneCall, when PhoneCall is Succeeded a new record in the Custom Entity gets created.

At the same time if any attachments attached to PhoneCall has to get attached to the new record which got created.

 For this i found that if we update the ObjectId in Annotation Entity with the Created recordId attachments gets attached to the record.

My code to Update ObjectId in Annotation Entity throws an error "server was unable to process request"

Please find the code below:

Introduction:

Power App helps you to create a quick mobile app or helps to customize the app in easiest way just dragging and dropping controls. In today’s blog, we will explore more on new “Confirmation Text” screen introduce for Canvas mode by PowerApp.

Following are the steps to add new screen with Confirmation Text in Canvas PowerApp:

1. Create a default Canvas app for appointment entity by using Dynamics 365. You can refer our previous blog here.

2. We get the following three screens on the left side:

• Browse Screen
• Detail Screen
• Edit Screen

3. As you know, appointment form in dynamics365 has “Mark Complete” button as shown in below screenshot:

So, now we will add button control on EditScreen1 named as “Mark Complete” as shown in below screenshot:

4. Now add new screen by clicking on “New screen” and select “Success” screen as shown in below screenshot:

5. OnSelect property of “Mark Complete” button add formula as given below:

Patch(Appointments,First(Filter(Appointments,activityid=ThisItem.activityid)),{statecode:1,scheduledstart:DateValue1.SelectedDate,scheduledend:DateValue2.SelectedDate});Navigate(Screen1,ScreenTransition.Cover)

Please see the screenshot below:

6. As you know, user can set appointment Start Time and End Time as per wish in below control:

7. Let’s run the app, and complete the appointment record by clicking on Mark Complete button. Now below screen will pop up:

Conclusion:

Now user can show New Screen with Confirmation Text in Canvas PowerApp.

Introduction:

Dynamics 365 Portals helps people to access CRM data outside CRM environment and that too at times with people accessing portal may not have login privileges to CRM. So there can be scenarios where in CRM, admin level users can create contacts in CRM and give those contacts just access to portal. So it’s understandable that admin users may not have many details of contacts like for example Bank Details, to whom portal access needs to be given, at the time of creation of contacts. But in such situation, we can configure portal in such a way that when a contact log in to the portal, he/she can be prompted to fill the details like Bank details which may be required further for business.

Recently we had such a client requirement, where the client wanted to create contacts, to let those created contacts access their portals, with minimum information available to admin users. But the client wanted the contacts (portal users) to fill in their bank details as a required process from portal. i.e In CRM, admin users won’t fill Bank details at time of portal contacts creation. But once those contacts sign into portal, they were explicitly made to fill Bank details as a mandatory business process.

i.e   In technical terms, CRM Admin users must be able to create portal contacts in CRM without filling bank details (as those fields will be optional in CRM) and portal users must be made to fill in all the bank details when they visit the page containing bank information on portal which can be achieved by making those optional bank related fields of CRM as mandatory fields in portal. So by doing some portal configurations explained below we were able to achieve the same.

So as an example we have a created sample contact form in our trial environment. Below screenshot is the sample contact form visible in CRM which we will be using in the entity form used in the sample web page say “Bank Details” to be displayed on our sample portal. As seen in the screenshot below, the highlighted fields are optional fields in CRM.

Now we will create an entity form “Bank Details” where we will display the tab “Bank Details” of the above sample contact form. This entity form will be displayed on portal on the sample web page “Bank  Details” as seen below.

Currently in the portal too, the fields in bank details are optional as seen in the contact form in CRM.

Now do the following steps on entity form for each field you want to make mandatory for portal.

• Go to the section “Entity Form Metadata” as seen in the screenshot below of an entity form and click on “+” sign of the entity form metadata subgrid to create a record of entity form metadata to do configuration of each field which is to be made mandatory on portal

• So on the create page of entity form metadata record, select the option “Attribute” for the field “Type” and select the field to be made mandatory on portal(in our example Account number) for the field “Attribute Logical Name” as highlighted in the screenshot below.

• Now scroll down to the section titled “Validation” in the entity form metadata record and there’s an empty checkbox option titled “Field Required” as seen & highlighted in the screenshot below. Tick that option to make the field mentioned in entity form metadata record as mandatory on portal.

• Save this record of entity form metadata and refresh the bank details page on portal. You can see now account number field (which is still an optional field in CRM) is now mandatory field on portal as seen in the screenshot below.

Conclusion:

So in this way user can do the portal configurations to make optional fields of CRM as business required fields on portal.

Last few years technology has picked up at a rapid pace. In context of present scenario, there is a swift migration towards cloud computing. This not only enhances storage capacity of organizations, but also augments functional aspects and on demand services in least complex manner by reducing infrastructure costs. One such cloud computing platform that leverages the operational facets of an organization is Microsoft Azure. It is a powerful system that allows clients to do lot more with Dynamics CRM by being device independent. Microsoft Dynamics 365 CRM and Azure cloud in sync has been working together towards a great potential of advancement to any technology solution.

We are discussing this with reference to one of our productivity add-on, InoLink solution – A bi-directional integration tool that seamlessly integrates data between Microsoft Dynamics 365 CRM and Intuit QuickBooks by connecting the two systems. InoLink integrates well with the Online deployment model and supports USA, UK and Canada version of QuickBooks which has now been extended to Australian version of QuickBooks too. Thus, all the QuickBooks users using Australian version can get ready to implement InoLink in their systems to start integrating and performing data transfer between Dynamics 365 CRM and QuickBooks.

Currently, our technical team is working on next version to make InoLink even more powerful by transforming it to run on cloud. This is made possible with the help of Microsoft Azure. Microsoft Azure is the cloud computing software that helps the users to test, deploy and manage the solutions through a global network of Microsoft managed data centers.

You can check the general overview of data flow of InoLink on Cloud through the below image.

Here are few ways in which InoLink will aid you once it switches to Azure:

Reduced IT costs

There will be a reduction in the cost required for managing and maintaining the IT system as we are moving towards cloud-based solution.

Removal of windows application dependency

There will be no more dependency on Windows application that requires a machine to install the main components of the application.

Sync one or more QuickBooks Companies

The new version of InoLink will be capable of syncing one or more QuickBooks Companies with single Dynamics 365 instance.

EnhancedUser Experience

There will be improved user experience with the new version of InoLink. All the configuration screens will be moved from windows application to Dynamics 365 HTML web resource. Thus, the user would not need to switch between Dynamics 365 and Windows Application to do the configurations.

Real-time data processing from Dynamics 365 to QuickBooks

The current version has been using windows services to pull the changes from the system and sync the data at regular interval. In the new version of InoLink, all this would be real time. For example, as soon as Dynamics 365 user updates or creates the Customer in Dynamics 365 CRM, it will immediately get reflected in QuickBooks Company.

Keep watching this space for release announcement. Get ready for a whole new experience of cloud based InoLink solution. For more details on our InoLink solution visit our website or Infocentre.

Introduction:

When developer need to use the js framework in the web. With the Dynamics 365 portal and liquid templates you can utilize the development approaches with those frameworks within your liquid templates.

Working:

Here I am taking example I will be using the angular js framework here. We will create the new web, to create the web template go to->Portals->Web Template. Click on the “+NEW” and name the template as “Sample-Angular” shown in the below screen shot:

Develop your angular logic in the source as shown below in the screenshot:

Then create the page template and web page to view your build logic data as shown in the below screenshot:

Then angular js is not working on the MS Portal as shown in the below screenshot:

{% raw %} which tells the liquid parser to basically ignore the tags it would normally look for when parsing and rendering liquid. This is necessary because liquid uses the same mustache brackets that the JavaScript frameworks uses. You can start and end the raw segments as much as you like so that you can mix your liquid functionality with the framework at the same time. {%raw%} and {%endraw%} tag is uses as shown in the below code:

<script src=”https://ajax.googleapis.com/ajax/libs/angularjs/1.6.9/angular.min.js”></script>

{% raw %}

<div ng-app=””>

<p>Input something in the input box:</p>

<p>Name : <input type=”text” ng-model=”name” placeholder=”Enter name here”></p>

<h1>Hello {{name}}</h1>

</div>

{% endraw %}

Now your angular js will work properly as shown in the screenshot, according to our logic developed.

Conclusion:

This is how with Dynamics 365 portal and liquid templates user can utilize the development approaches with Angular JS frameworks within your liquid templates.

Introduction:

Power App helps to customize the app in easiest way just dragging and dropping controls. In today’s blog we will explore more on Notify functions which works exactly like JavaScript Alerts and Notification. So when user wants to implements alerts and notification in app just like Dynamics365, we can use Notify function. This functions was previously named as ShowError function and could only display error messages.

Following are different notification type in Power App:

1. Success: Let’s consider example, where user wants to show success notification when record is submitted successfully.

• On Save button in below screen write formula on OnSelect property as:

Notify (“Contact record submitted sucessfully.”,NotificationType.Success)

• Now run the app and save the contact record and you will see the success notification as shown below:

• The NotificationType.Success parameter displays the message as success in the power App.

2. Warning: Let’s say we want to implement a validation into mobile number field of contact entity and we want to make sure user should not enter text value in mobile field.

• On Save button in below screen write formula on OnSelect property as:

If (!IsNumeric(DataCardValue28.Text),Notify(“Please enter correct mobile number”,NotificationType.Error))

• Now run the app and save the contact record and you will see the error notification if Mobile Phone value is in string as shown below:
• The NotificationType. Error in parameter displays the message as error in the power App.

3. Notification: Now let’s show notification message when user enters postal code less than 6 digits.

• On Save button in below screen write formula on OnSelect property as:

If(Len(DataCardValue29.Text)<6,Notify(“Postal Code maximum length should be 6 “,NotificationType.Warning))

• Now run the app and save the contact record and you will see the warning notification if Postal code is less than 6 digit value as shown below:

• The NotificationType.Warning parameter displays the message as warning in the power App.

4. Information: let’s add a two option set field as “Is Document Submitted?” in power app and show information message if value is No.

• On Save button in below screen write formula on OnSelect property as:

If(DataCardValue40.Value=true,Notify(“Please submit documents before 31st December 2018.”,NotificationType.Information))

• Now run the app and save the contact record and you will see the information notification as shown below:

• The NotificationType.Information parameter displays the message as information in the power App.

Conclusion:

By using notify function we can simply show alerts and notification in our application.

Wonderful time of the year, isn’t it! All the hustle and bustle to plan the New Year eve and throw a frenzy party! It is the countdown, and we are so thrilled and amazed reminiscing how 2018 left us awestruck. We went miles ahead of how we expected to serve you, our Partners, Peers, Customers and Dynamics 365 CRM Community members. 2018 was an extraordinary year in all horizons and we have assured that 2019 turns even better!

Here is a quick recap of how we have explored the best of Dynamics 365 CRM in 2018 –

Attach2Dynamics {New Product Launch}

We are quite excited to announce launch of our new product Attach2Dynamics. It is an ISV add-on for Dynamics 365 CE which enables users to manage documents within Dynamics 365 CRM in a very easy and user friendly way. The primary function of this App is to provide its users the functionality to drag and drop, or upload/download single/multiple files/folders to Cloud Storage of their choice.  Currently it supports – SharePoint and Dropbox and we plan to add more depending on feedback from you all.

Maplytics, milestones covered

2018 proved to be a significant year for Maplytics! In January with the introduction of Dynamics v9.0 we launched Maplytics support for mobile devices as well. This was a minor release which was immediately followed by a major release in March which focused on making Field Sales or Service Reps life easier with its innovative features like Concentric Proximity Search, Along the Route Search, Heat Map Enhancements and others. We didn’t slow down after this release and our team started brainstorming on other features that could be introduced in the next release. October release was to empower Senior Executives/Managers. We introduced/modified features like Auto Scheduling, Territory Management, Enhanced Heat Maps, Security Template and few more.

Rocking Dynamics 365 Community Events

Inogic had a great experience in 2018 attending two Dynamics events. The prominent conference #CRMUG Summit at Phoenix was a paramount of accomplishments where we participated once again as a Gold Sponsor. CRMUG Summit has been a launch pad for showcasing our products as an exemplar. The new release of Maplytics, Click2Export and Click2Clone raised a curiosity among our Partners, peers and Microsoft experts and we had an enriching brainstorming at the Partner Solution Showcase Session. In fact, our other two products for Dynamics 365 CRM, InoLink and User Adoption Monitor were also applauded for the kind of innovation they have brought.

We also attended Summit EMEA Dublin for the first time as a Silver Sponsor. It was a plethora of success for all our extensive products. We were simply fascinated by interacting with Partners, ISVs and Microsoft Leaders at the Summit and showcased our flagship product Maplytics along with our add-on products for Dynamics 365 CRM – Click2Clone, Click2Export, InoLink and User Adoption Monitor.

Click2Clone suite of features release

This year, there was an inception of three features for the productivity tool Click2Clone. Yes, now we can clone Dynamics 365 record with over 100 line items in a single click. This is a profound feature which has added ease of cloning records. In addition, user can Set References & Auto update the cloned Dynamics 365 records using Click2Clone workflow feature. Apart from these, the third feature is to clone one Entity type (custom or OOB) to another Entity type including child records.

Click2Export release

The users can not just export and attach Dynamics 365 CRM report files to email, but with our latest release, they can also send these files automatically to the required users. Along with reports users can also automate exporting of Dynamics 365 CRM Word Templates to PDF with new Workflow feature. Our new release has facilitated users to export CRM reports in CSV and TIFF format as well along with PDF, MS Word, and Excel. Now, the users also have the ability to export and upload the CRM reports to SharePoint. The best part is, Click2Export is now upgraded and is compatible with v9.0 as well. These cumulative features have made Click2Export even a notch better.

InoLink on Azure {Major Release}

We have considerably enhanced InoLink in its latest release which now syncs one or more QuickBooks Company with single instance of Dynamics 365 CRM. The most awaited feature was it being on cloud and now with this release InoLink Window services are hosted on cloud storage, Azure. And that’s not all now users can process real time data from Dynamics 365 CRM to QuickBooks. This is a major movement from On-premise to Online deployment model by InoLink. It supports USA, UK, Canada and now even Australia version of QuickBooks.

Along with these innovative solutions, we have also worked hard to get expertise in Dynamics 365 for Customer Engagement new versions, PowerBI, Field Service, Microsoft & ADX Portals, Common Data Service, Microsoft PowerApps, Flow, Integrations using SSIS and SharePoint Integrations and be ready when you need us.

These were the highlights for what we explored and innovated in 2018 and are prepping for many more being on the verge of 2019! We know you will but still from our side, Team Inogic wishes you a Very Very Happy New Year 2019! Have a blast!

Will see you again in 2019 till then Ciao!

We have been popularily known as the clicks saving family .. after Click2Clone (One Click Solution to Clone your Dynamics 365 CRM records) and Click2Export (One Click Solution to Export your Dynamics 365 CRM reports and word templates using workflow). It was time to work on our next assignment to save clicks.

We have been often reading about users complaining on the clicks and time they spend to upload documents to CRM retrieving, managing was another challenge. We have been used to managing documents the Windows Explorer Way. Not just this, users also wanted flexibility and more cloud storage options.

Interesting, right! And that was obviously our next idea for Productivity App for Dynamics 365 CRM. We have been working on this for a while now and are happy to announce that “Attach2Dynamics” is our next new ISV solution that will help CRM users Drag, Drop single/multiple files/folders and manage their Dynamics 365 documents, the windows explorer way in systems like DropBox or SharePoint within their CRM.

Attach2Dynamics currently supports two cloud storages – Dropbox and SharePoint. We are planning to incorporate Support for Azure Blob Storage, One Drive, Box and Google Drive Storages as well in the near future. We will be glad to get your recommendations in case you are using any other cloud storages that you may like us to include in our solution. Also, it supports all types of entities, records, and documents. There is no native integration of Dropbox storage system available within Dynamics 365 CRM.

Let’s have a look at the various features and functionalities that are added to the solution.

Download

In the screen shot above you can see two tabs as SharePoint and DropBox so user has flexibility to choose cloud storage from where they would like to download documents using our solution within Dynamics CRM. Bulk download is also possible for downloading multiple documents in a single instance. This helps the user to save both clicks and time as they don’t need to navigate externally to their required cloud storage. Attach2Dynamics provides a native integration platform for users of various connectors within CRM.

Rename

User now has the option to rename documents (files and folders) by selecting the required document of Dropbox or SharePoint from within Dynamics CRM.

Email(Coming Soon)

Users can generate the Email with the selected document file as an Email Attachment and send it to the required user.

Copy a Link

Users can simply copy and paste the generated link for the selected document using this option when required to be sent outside the Dynamics CRM.

Create Folder

Users can create folder for both the storage systems using Attach2Dynamics.

Upload

User can upload single as well as multiple files and folders using our solution by choosing the required document storage system. The user gets user-friendly UI to see the list of files uploaded on Dropbox or SharePoint against the current record.

Global Search Tab (Deep Search)

User can deep search for files/folders related to the entered keyword in the search tab and obtain all the documents with the search name in the enlisted file area. Deep search allows you to search for files or folders based on your current path. If you are currently in a “/A.Datum/Sample” path and if there are more folders/files in that path and if you search for something, then it’ll go till the last file and folder and will return results.

Drag and Drop file and folder

User can drag and drop multiple files and folders at one time to Dropbox and SharePoint from Dynamics CRM.

Move Dynamics CRM notes

User can move Dynamics CRM notes attachments to Dropbox or SharePoint. This option is unavailable by default for both Dropbox and SharePoint within the CRM. For the configured entities, this feature will move the notes attached to the enabled connector and after the successful migration of the attachment, it’ll leave a path back in the notes body for the users to know the migrated path.

Document Location

With the help of this option, users can get a suitable path for the SharePoint storage system. In case of SharePoint, there are chances that a record has more than one Document Locations, in that case, it enables CRM user to select the exact location where you want to upload the file.

So its time once again to save those clicks with our Attach2Dynamics. Visit our Website for more about this clicks saving tool or feel free to email us on c&#x72;m@&#x69;no&#x67;ic&#x2e;co&#x6d; for a Live Demo!

Introduction:

With the release of Dynamics 365 v9.0, Microsoft enabled some personalized settings of Dynamics CRM for Mobile Client. One of the settings is to set the number of records displayed per page. This setting is already available in Web client of Dynamics 365, now is also available in Mobile client.

Suppose, if we enable only 50 records per page then we can only see 50 records per page on entity records list. And if we want to increase the count of records to shown on entity records list then we can use the records per page settings (personalized settings of Dynamics CRM).

Below are some steps that we follow to achieve the same in Mobile client:

1. Click on three ellipse button that at the bottom of the screen as below seen in the below screenshot:

2. Click on Settings => Personalization Settings.

3. In Records/List View, click on Records per page option set to change the option.

4. Save the changes and refresh the entity record list page.

Conclusion:

With help records per page settings, user can easily change the count of records list on Mobile client in Dynamics 365 9.0.

Hi all,

Hoping you can help.

Background:

• We have portal contacts which may be associated with an account (re-labelled organisation).
• When the contact logs into the customer self service portal, they should be able to view their organisation's profile (some can edit)
• We have a link from the contact's profile to the org profile, implemented as an entity form.
• If the contact is associated with an org, this works fine
• If not, we get an ugly, unhelpful, error message back ("An unknown failure has occurred. Error ID # [c9c4983f-61ff-414d-bb39-fa8e78c793cd]")
  
  
  

It's a legitimate case that the contact may not be associated with an org. How can we display a friendly error message to the user instead?

Note:

• I have, under the Entity Form, defined a friendly message in the "Record Not Found Message" field
  
• We have enabled portal logging, I get two errors in the logs which both recognise that the account requested does not exist - it doesn't appear like there's something else totally unexpected going on
• From the doco I've read, I expect that when a record is not found (which error logs seem to indicate), the "Record Not Found Message" value should be served up. This doesn't appear to be how portals should normally handle this exception.
• Have tried in multiple browsers
• Portal version 9.0.12.12

What's going on?

• Am I missing something simple?
• Is the Record Not Found Message for something else entirely, and Entity Forms simply can't handle trying to retrieve records if they don't exist?
• Is this a legit bug?
• Is there a workaround?

Error log entries:

Introduction:

Commands in Resco mobile app allow certain actions throughout the whole form. The main principle is to create a command in Woodford, but the logic that need to be performed on execute of the command can be defined in the JavaScript.

Let’s consider an example, on “Work Order” user wants a custom command to “Close – Posted” the work order from Resco App.

Below will be the steps in order to add custom command for Close Posting the work order:

1. Open “Resco woodford” application. Navigate to “Work Order” entity’s Edit Form and click on “Edit”.

2. Click on “New Command” and mention name of the command.

3. Command is created, so in order to bind the action that need to performed using JavaScript or also by using OnExecute button in Woodford. Here we will try using both JavaScript as well as OnExecute. Next step will be adding Html with script on “Work Order” form.

4. Upload the HTML and JavaScript in the offline Html section in Woodford by clicking on the “Upload” button as shown in the below screenshot.

5. Click on Add IFrame >> Browse to select the html to be added on the form. Refer the below screenshot for the same.

6. Select the HTML page having javascript code to save and close the current record.

<!DOCTYPE html>

<html xmlns=”http://www.w3.org/1999/xhtml”>

<head>

<title></title>

<meta charset=”utf-8″ />

<meta http-equiv=”X-UA-Compatible” content=”IE=edge” />

<meta name=”viewport” content=”initial-scale=1, user-scalable=no” />

<script src=”Scripts/JSBridge.js”></script>

<script type=”text/javascript”>

function onLoad() {

var functionName = “FnLoad”;

try {

MobileCRM.UI.EntityForm.onCommand(“custom_ClosePostWorkOrder”,

function (entityForm) {

if (entityForm)

MobileCRM.UI.EntityForm.saveAndClose();

}

);

}

catch (e) {

throw new MobileCrmException(functionName + e.message);

}

}

</script>

</head>

<body onload=”onLoad();”>

</body>

</html>

7. Now, on “Work Order” entity’s Edit form, click on Edit. Click on “OnExecute” and add step to change the “System Status” of Work order as “Close Posted”.

8. Save and Publish the Woodford solution.

9. In Resco app, open “Work Order” record. Click on “Close Post Work Order”. This will change the “System Status” to “Close- Posted”, also save and close the “work order” record.

Conclusion:

Using the simple steps given above user can easily create Custom Commands in Resco Mobile App.

Read our blog series on Resco Mobile CRM

Accounting system is an important unit of any organization. It comprises the intricate employee and transaction details along with expenses, and is handled by the Accounting team. With advent of time, accounting systems are sprouting at a great pace and there is an insistent demand for them on a varying scale. For e.g. even a small pharmacy has accounting system that tracks the quantity of drugs sold and generates invoice for final purchase. Similarly, large scale organizations have ERP/HRMS systems that keep account of employee salary and other financial details. There are interfaces, which make this task easier by integrating accounting systems with other management systems.

Our product InoLink, is one such bi-directional integration tool that syncs Dynamics 365 Customer Engagement data with accounting system Intuit QuickBooks. We have been enhancing the functionality of InoLink immensely ever since its inception. In our last release, we upgraded it to support Australian version of QuickBooks. While this release was still in process, a batch of our team of dedicated professionals had already started working on the next release.

So, here we are, announcing the new release of InoLink! With this release we have revamped the structure of InoLink entirely. We have enhanced its UI and functionality to make it more user friendly and easy to adapt to. Let’s have a walkthrough of the new features introduced in this release.

Hosting Windows Services on Azure

As there is an outset of cloud in trend, we are hosting our Windows Services to Azure. Microsoft Azure is a cloud computing service that builds, tests, deploys and manages services through wide range of Microsoft data centers. Earlier our deployment model was On-Premise, which needed evolution as device dependence led to accessibility issues. One system had to be hooked in order to keep the synchronization running smoothly without interruption. With our current release we have modified this. We have hosted InoLink services to Azure and now Dynamics 365 CE users can configure InoLink services and features directly from their Dynamics 365 Customer Engagement instance.

Multiple QuickBooks Company Sync

Up till now only one QuickBooks Company could be synced with single instance of Dynamics 365 Customer Engagement. However, with our latest release we have updated this. Now, you can sync one or more QuickBooks Company with single instance of Dynamics 365 CE. For the synchronization of QuickBooks with Dynamics 365 CE details like Company Name, Country and Base Currency is mandatory besides other parameters. This current version of InoLink supports US, UK, Canada and Australian version of QuickBooks.

Real-Time data processing from Dynamics CRM to Intuit QuickBooks

Until the last release our solution InoLink was hosted On Premise. For every update Windows Services had to pull changes from the system and sync data at given interval. With this release we have made this functionality a notch better by making it real-time. Now as soon there is some transaction in the instance of Dynamics 365 Customer Engagement it is reflected immediately in the QuickBooks Company. This has made the process of synchronization faster and more effective.

Aforementioned are the features that are covered in our current release. This release has considered factors like lowering your infrastructure costs, zero dependence on Windows application, user friendly experience, platform independence, etc.

InoLink ensures taking your accounting experience with Dynamics 365 CE to pure intelligence and appreciates your association with us all this while. We hope to take this acquaintance even further by receiving your valuable feedback and suggestion to further enhance our product.

You can download the New InoLink Cloud solution here!

Thank You! We await your feedback on crm@inogic.com.

Hi All, 

       I have created a plugin to trigger on create of document location, the issue is, when the document location is created from "sharepoint document location" it works fine(following image)

, but when the location is created from other entities like account or case, the plugin isn't getting triggered (ex following image)

i have registered plugin on create of "sharepointdocumentlocation". Kinldy let me know what i am doing wrong here, as marked in above image, clicking on upload creates the new document location 

Introduction:

In this blog, we are going to explore the use of Xrm.WebApi.online.execute to execute an action in Dynamics CRM version 9.0 and then process its response which will be consistent across Web client, UCI, Mobile and Tablets. For sample purpose we would execute an Out-of-Box action named “InstantiateTemplate”.

Solution:

First of all, we would define a request and populate the input parameters as shown in the following sample code –

Once our request object is ready with all input parameters in place, now we would execute it via Xrm.WebApi as follows –

If the result of executed action is fine(i.e. result.ok == true) then you can read your response via result.json() as it will parse your response consistently across all clients(web, UCI, tablet & mobile).

Note: While passing ids to action make sure you use key as “guid” as shown in the above sample. Also the typename in metadata may differ depending on your parameter’s data type.

Hope it helps.

Introduction:

Recently while working in Dynamics 365, we noticed that autocomplete functionality is not working on UCI but it is working properly on the Web. So after some research and play around we found a solution for this problem to show the list of entities.  Let’s see how!

There is one control named “CC_EntityOptionSet_Name”, by using this control we can show the list of entities on UCI, Phone and Tablet.

Let us see an example to understand how we can add Control (CC_EntityOptionSet_Name) to a field for an entity list;

In the following example, we want to add the CC_EntityOptionSet_Name Control to a custom string field, ‘Entity Name’ on the Account entity.

1. We will first add a string field as ‘Entity Name’ on the Account entity form and click on Change Properties;

2. We will now add the ‘CC_EntityOptionSet_Name’ control,

3. To use this control, select all options as shown below to show the list of entities on UCI, Phone and Tablet

On the Dynamics 365 UCI, Mobile and Tablet app, user can now select the particular entity name from the list of entities as seen below;

Conclusion:

The CC_EntityOptionSet_Name Control filters a list as an option set and allows you to select a value from the drop-down list rather than typing whole text. It is helpful for users to save time while entering data on the Dynamics 365 UCI, Mobile and Tablet app.