Posted in Dynamics 365, Dynamics CRM

Things noticed on upgrading from v8.2 to v9.0 – Part 1

All,

Hope everyone doing great. It’s been a while. Pretty much busy in travels and new learnings.

Recently, we got requirement to upgrade from Dynamics 365 online v8.2. To v9.0 and client is using Dynamics 365 Native Mobile App heavily.

Most of them aware that few client side scripting Syntax are deprecated in v9.0.

How it will Impact if we migrate to v9.0.??

As we all know that we have typical form and Interactive form. We used to access the Interactive forms only through the interactive service hub url.

What’s the headache for the developers was need to design twice in earlier versions.

Now it’s changed in v9.0. Design once, Access traditional way or New Unified Interface aka Interactive Service Form.

As per Microsoft, new Unified Interface loads faster than the traditional one. We all know that Mobile App loads slower or takes time whenever login. It’s resolved in v9.0.

v9.0: Mobile App loads only the Unified Interface Sitemaps

Then how to define the Sitemaps as Unified Interface??

Yes, It has a property to switch between Web (traditional ) and Unified Interface.

One bottleneck in using Unified Interface is deprecated Syntax should be changed. Otherwise it will not work.

So make sure that all your client side scripts are using newer Syntax if you wish to utilize the Unified Interface feature. Otherwise it will work as usual in Web (Traditional ) after the upgrade also. But it will not work in Mobile App. As I mentioned above, Mobile app relies on Unified Interface.

If you have lot of custom ribbon buttons, that may be visible in unified interface or may not. So need to check your code and display rules.

We faced some difficulties in importing solutions to v9.0. I will keep you posted on new issues and errors on upgrade.

Highlights:

  • Native Dynamics 365 Mobile App relies on Unified Interface.
  • Unified Interface don’t like deprecated client side Syntaxes. So identify and change it before the upgrade.
  • I felt Unified Interface is not showing client side scripting errors as friendly as compared to traditional form. May be I need to see deeper.

Still we haven’t completed the upgrade. We need to update the deprecated syntaxes. Then only we can complete the activity. I will post on those.

Am writing this post through mobile. Kindly bear me, couldn’t share screenshot.

Feel free to reach out to me if you need any help on upgrade your project / consulting.

See you all in next detailed post.

Posted in Dynamics 365, Dynamics CRM

Dynamics CRM/365: Business rule not working, here is the checklist

Business Rule – Check list

  1. Check business rule has any error. If there is any error, It will not trigger.
  2. Check the business role scope
  3. All the fields appearing in the business rule must be placed in th form body
  4. Business rules will be applied to Main forms and Quick forms
  5. If you writing multiple business rules for entity, it will trigger based on the Activation order.
  6. If the scope of business rule is not on entity, it will trigger only on client side.

If you have any tips, please share me in comments.

Posted in Dynamics 365, Dynamics CRM

Custom Workflow tips

Good Morning !! 
Hope everyone doing awesome. 

Would like to share this tip with you all.

I believe everyone knows how to debug custom Workflows using Plugin Registration tool. 

Trick is that while trying to profile, you will not be able to find steps for that respective workflow assembly. 

Check: Whether you have used this assembly in workflow ?

Most of the time, we would have used in workflow. if it’s not working only, we used to come for  debugging.:-;

No ? Start using it ..Then only steps will be visible in Plugin Registration tool.

Still steps are not visible n PR tool.

Yes ? Check whether you used this Custom Workflow assembly in conditional approach. If so, it will not be visible. So workaround will be use straight way in work flow.debug it. Fix your code. 

Hope this tip will help to save your time in analysing it. If you have Better way, please do share me. 

Thanks for reading and keep sharing. Happy Blogging.

Posted in Dynamics 365

What I learnt from CRM Saturday Paddington

Summary of the CRM Saturday by Hosk

Hosk's Dynamic CRM Blog

Code problems are hard to find and easy to fix, people problems are easy to find and hard to fix  #HoskCodeWisdom

The secret of Dynamics 365 projects is knowing what’s on the other side of customer requirements #HoskCodeWisdom

I attended CRM Saturday, a CRM event held on a Saturday, surelynot many people are going to go to that, in their own time?

It was scheduled for 100 people and fullybooked with people flying in from Europe to present and attend.  The final numbers were around 80ish people, a good turnout.

The first thing I learnt was CRM Saturday was awesome and Microsoft’s offices are prettycool.

Itwas a trek to get there, waking up at 6 am and walking to the train station on a dark rainy Saturday morning

crm-saturday

The Capgemini team had three people attending,itwas useful to compare our…

View original post 849 more words

Posted in Dynamics 365, Dynamics CRM

Under the Hood – There’s a Dynamics 365 App for that

Excellent post.. Deep Insights about Dynamics CRM evolution
#Dyn365 #NewFeatures

Dynamics 365 Northern Ireland

Microsoft has surely been looking at Salesforce for the past few years, feeling somewhat envious of their ‘apps’ market. If you take Salesforce at their word, they have over 1.4 million registered developers, so the apps market for Salesforce is clearly not a flash in the plan.

With the recent launch of Dynamics 365, there appears to be a concerted effort at Redmond to build an ecosystem around Dynamics 365, but how has this been implemented and what do application developers need to know?

365 Apps v Solutions

Back in the day when solutions were introduced in Dynamics CRM 2011, you could see the start of an effort by Microsoft to have proper application lifecycle management around Dynamics CRM customisations and configurations.

solutions CRM 2011 Solutions

Unmanaged solutions were a way a developer could keep track of their many bits and pieces within CRM. Managed solutions were way of packaging…

View original post 1,198 more words

Posted in Dynamics 365

{Dynamics 365 Quick tips} Rearrange columns on the fly and maintain view groupings and switch display mode in Dynamics 365 editable grids.

Lights on hidden features in #EditableGrid #Dyn365

Debajit's Dynamic CRM Blog

Editable grids are here and how and it’s WOW. Probably the most awaited feature of the Dynamics CRM since its inception. The entire community is going gaga over it and why not?

No this is not a blog post which tells you how to enable and configure editable grids. There has been lot of great posts already floating in the community and I will not add on top of that. Rather I would like to focus on two new cool features that has accompanied editable grid but are somehow hidden from its limelight. In case you are not aware of the editable grid feature in Dynamics 365, you can visit the below link to get acquainted with it.

https://blogs.technet.microsoft.com/lystavlen/2016/10/30/editable-grids-is-here/

So let us talk about these small and yet handy new features.

Now this is cool. When I first saw this, I am like finally! Now I can view the columns…

View original post 301 more words

Posted in Dynamics 365

{Dynamics 365} Preview Feature – Organization Insights Dashboard

#Organization Insights Dashboard #Dyn365

crmazurecomponents

A new reporting component to provide organization insights has been added in Dynamics 365. These charts can be added to a dashboard and provide the mentioned below information

insights1

a) Active Users – Number of users that are logged at different times of the day.

b) Active Users Performing Specific Operations – Number of Different operations(Create, Update, Delete and Read) performed by active users at different times of the day.

c) Most Active User (Changes) – Number of changes (Create, Delete, Update) performed by different users past 2hours, 48`hours or past 30 days.

insights2

d) Total Page Requests – Page requests in classification of Dashboards, Reports and forms at specific times.

e) Total Operations – Total number of operations Create, Delete Update and Read happening at specific times.

f) Most Active Users – Read operations performed by the most active users.

For using organization insights, we need to be firstly configure them…

View original post 16 more words

Posted in Dynamics 365

{Dynamics 365 New Features} Explore the new OOB Actions available with Dynamics 365

#New OOB Actions #Dyn365

Debajit's Dynamic CRM Blog

Some more research and yet another blog post to highlight another excellent feature of Dynamics 365. I have been extoling Dynamics 365 and I am tired as the more I explore, the more I get amazed by it. So without wasting much time, let me straight get to the point here.

With Dynamics 365, a whole new set of actions has been provided to you OOB. As per MSDN documentation, the following are the new set of actions available with this release.

•Add (Case) to Queue

•Add user to Record Team

•Apply Routing Rule (to Case)

•Calculate Actual Value (of Opportunity)

•Close Opportunity

•Get Quote Products from Opportunity

•Get Sales Order Products from Opportunity

•Lock Invoice Pricing

•Lock Sales Order Pricing

•Qualify Lead

•Remove User from Record Team

•Resolve Incident

•Resolve Quote

•Revise Quote

•Unlock Invoice Pricing

•Unlock Sales Order Pricing

I know your hands might be itching now already…

View original post 270 more words