Whats Relationship in Business Process Flow?So when you add stage, and select some different Entity, Some time you get option of Relationship and sometime you don't see that area Why? Account Entity With Single Stage Account BPF having on stage in it Drag and Drop new stage. Select Entity which has Relationship with contactAnd Notice, … Continue reading Whats Relationship in BPF?
Category: Sales
Blogs related to Dynamics 365 Customer Engagement features and functionalities
Some Important Facts About BPF
In Each stage, there should be at least one data step, for E.G if you have 5 data steps in one Stage, and if you try to delete any four it will allow, but for last remaining one it wont allow you to delete. No Max limit of Draft BPF, But You can have only … Continue reading Some Important Facts About BPF
How to create a Business Process Flow (BPF).
Business Process Flow is always Specific to Entity, although you can use multiple entity within Business process Flow. But there is no option to create BPF which can be used over all the entities Landing Page of dynamics 365 Go To Sales Click Arrow Next to Sales Area Now Go To Setting Area. Click Process … Continue reading How to create a Business Process Flow (BPF).
Options in Business process flow
Click on BPF name to see some basic details of BPF.You can see BPF Name, Primary Entity, Owner, Category and Schema NameAlso add Description. Next options is Save or Update of Business process Flow. This button changes depend on state of Business process.This validates not all flow and attribute, just save it as it is. … Continue reading Options in Business process flow
Start with D365 Portals.
For Learning about Portals your D365 Trial is Enough.To get the trial check my blog here Once you have Trial, Go to Office Portal Login using same credentials you got for D365 Click Admin App, this will take you to admin portal of Office 365. Now Navigate to Dynamics 365 Instance picker shown in below … Continue reading Start with D365 Portals.
{Back to Basic} Debug a plugin
Its a common topic, Almost all developers are aware of how to debug a plugin. This Blog will give you a detailed view of debugging a plugin. Going Back to Basics Strengthens your foundation. We all as a developer or automation tester need to debug a plugin to find what exactly is the issue or … Continue reading {Back to Basic} Debug a plugin
{Back to Basic} Register a Plugin
Create a Plugin explains how plugin is created, But next step is to register a plugin. first thing to understand is You have a plugin Dll created in visual studio, this Dll is in your local drive. Your CRM Online is on Azure server, So now How to Link both? Lets say you want to … Continue reading {Back to Basic} Register a Plugin
{Back to Basic} Create a Plugin
If you don't see start page, Go to File > New > Project. Visual Studio is best tool for Creating a plugin for MS CRM/MS D365.Open Visual studioSelect New Project in start Page In New project wizard, Under Visual C# Select Class Library , Class Library is the project which create's Dll, and Project Name and Solution … Continue reading {Back to Basic} Create a Plugin
Field Security Profile Issue
While working on Field Security Profiles, You may face issue. Your user is created properly with proper role assigned to it. Field is also marked as "fields security" as true. And I am sure you have published all the customization at this point. And still you get following issue. The User does not have read … Continue reading Field Security Profile Issue
Hybrid Features for Unified User Interface
Want Advanced Find, Bulk edit, Merge records and Record sharing for Unified interface Apps as well ?? It's not a big deal. Just need to make one change. Go to Settings > Administration > System Settings. Select the General tab. Set Enable embedding of certain legacy dialog's in Unified Interface browser client to Yes. When you enable the hybrid experience, commands appear on the … Continue reading Hybrid Features for Unified User Interface
Get Code From Plugin Registered Assembly
What if you lost your Project or Plugin Code or let's say a developer who owned the code for your plugin/Custom Workflow? Recently I faced this issue I lost one of my Code Active Class and I had no backup, No File on VSTS or any source control, No Server Sync, Nothing. The only thing … Continue reading Get Code From Plugin Registered Assembly
Get CRM Record GUID with in browser.
Simple Steps to get GUID of current record. Create a bookmark on any browser. I choose to use Google Chrome. In Name Add any friendly name you want. "Get CRM GUID" and In URL add Following Javascript Code. javascript: if (window.prompt("Here, copy this:", $("iframe").filter(function () { return ($(this).css('visibility') == 'visible') })[0].contentWindow.Xrm.Page.data.entity.getId().slice(1, -1))) { } … Continue reading Get CRM Record GUID with in browser.
{Back to Basics} Sub-Grid Behavior
If you think, sometime Sub-Grid opens New Window and sometime shows data in same window, So that’s not an issue, This is how it behaves and there are reason behind it.The Behavior of Sub-Grid Actions (View/Add/Delete) varies On Records selected. Following table explain each event and its behavior Event Behavior When Show list Button is … Continue reading {Back to Basics} Sub-Grid Behavior
Unified interface properties for Activity Tab/Activity Feed Timeline {New in V 9.0 }
Open Activities Tab properties Older version of CRM have Following option in Activities Tab properties In D365 V 9.0, We have Additional Setting for Unified interface Properties Options for Unified Interface 1. Label Name 2. Filter by - To filter what to be viewed on activity timeline. Either view all, or one of Activities/Notes/Posts. … Continue reading Unified interface properties for Activity Tab/Activity Feed Timeline {New in V 9.0 }
What’s New in V 9.0 and what has changed for Developers?
SDK Changes : With the release of Dynamics 365 (online), version 9.0, there are a lot of changes in our developer documentation New location: https://docs.microsoft.com/dynamics365/customer-engagement/developer/ New name: Developer Guide No more monolithic SDK download Separation and fusion of reference content Client API documentation overhaul Detailed entity documentation New name: Developer Guide A Software Development Kit (SDK) … Continue reading What’s New in V 9.0 and what has changed for Developers?
Reference Panel {New in V 9.0 }
One More Option in Section, A Reference Panel - A Reference panel is a single column section. You can insert sub grids, Quick view control, or a Knowledge Base Search control inside a Reference panel section. Facts About Reference Panel 1. You cannot add all Controls, Only controls for Reference panel are Sub Grid, Quick View … Continue reading Reference Panel {New in V 9.0 }
New Quick Create Form for Appointment. {New in V 9.0 }
We have New Form for Appointment in D365 V 9.0 Quick Create Form, This is an optimized form. Before V 9.0 We had following forms But now we have one more form This appointment Quick Create form is currently being used in Interactive Screens In older version Appointment was not having option of allow … Continue reading New Quick Create Form for Appointment. {New in V 9.0 }
No More Form type (Main Form – Interactive Experience and Mobile – Express) {New in V 9.0 }
Yes. Before V 9.0 We had 6 Form types Main Form Mobile - Express Quick View Form Quick Create Form Card Form Main Form - Interactive Experience In D365 v 9.0. We have only Four forms types Main Form Quick View Form Quick Create Form Card Form With new UUI - Unified user interface, … Continue reading No More Form type (Main Form – Interactive Experience and Mobile – Express) {New in V 9.0 }
What is CAL ?
When we create user in Office 365, we usually are not allowed to make changes to users in CRM, we can just Manage Roles Reassign Records Manage Teams Change Business unit Change Manager and positions Manage Queue But there is one more option in users record CAL information - Client Access Level Information So what … Continue reading What is CAL ?
[QA] Document Management
Different ways of File Management in MS CRM provided OOB? Notes (Stores File in Azure Cloud for CRM Online) SharePoint One Note One Drive [Notes] Default option for attaching files in Notes which is not configured at global level, CRM > Setting > Customization > Customize The System > Entities > Select Any entity (contact) … Continue reading [QA] Document Management
The Tech Burst 