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, Microsoft Flow

{No code approach} Delete attachments from corresponding SharePoint folder when a record is deleted in CRM using Microsoft Flows

REAL TIME SCENARIO – MICROSOFT FLOW

Debajit's Dynamic CRM Blog

Off late, I have been working with Microsoft flow and boy! I am liking it. It is cool and specially considering the fact that it simplifies whole lot of stuffs that you would normally require to write lot of code, make it even more appealing.

So here I was with a requirement.

There was OOB CRM-SharePoint integration enabled and the client wanted that whenever an entity record is deleted from CRM, the documents in the corresponding SharePoint folder should be deleted as well.

Now the OOB behavior does not support that. Even if you delete the record, the folder corresponding to that is present in the SharePoint path with all the documents.

So what are my options here. Well some custom code that would run when the record is deleted in CRM and that code would be responsible for deleting the documents from the SP Folder. On top of that…

View original post 942 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

Posted in Dynamics 365

{New Feature} Get the created object after creating a record using Web API in Dynamics 365

#Dyn365 #WebApi

Debajit's Dynamic CRM Blog

Another blog post and with it another great feature of Web API enhancements in Dynamics 365 that I will be sharing it. A small enhancement but a really handy one I would say.

So let’s understand what this feature I am talking about. If you just saw the header and jumped into this post without really understanding much from the title of this topic, don’t be disappointed. It’s my bad and I am terrible to in finding click bait headers for my topics. Hope I will do a decent job explaining the feature. So buckle up.

Prior to Dynamics 365, when you create a record in Dynamics CRM, be it through Web API or through Organization Service, you would get the guid of the newly created record back. And to get the whole object back you would again need to query the with the returned guid.

The problem become more…

View original post 297 more words

Posted in Dynamics 365

New Metadata Query features in Web API in Dynamics 365

#Dyn365 #WebApi

Debajit's Dynamic CRM Blog

Dynamics 365 is in and just like me, CRM enthusiasts all over the world are simply WOW’ed by its wonderful offerings. After all, this has been a giant leap by Microsoft and indeed a great opportunity for all consultants to me to plunge into unknown territories and conquer it.

In this blog post, I will walk you through the new Metadata Query features that has been introduced with Dynamics 365 Web API. Off late I have been developing some tools using were using the WEB API endpoint and these new additions to the WEB API will really help developers to query the metadata in a very simple way. So without wasting more time, let me straight way give you a flavor of this.

With Dynamics 365, the Web API endpoint has been upgraded to v8.2. So it would be typically in this format – /api/data/v8.2/”>https://<organizationUrl>/api/data/v8.2/

For my trial organization, below…

View original post 279 more words

Posted in Dynamics 365

Controls to explore in #Dyn365

From November 1, Microsoft has released the Dynamics 365 for general use. I just started exploring the new features available in it.

Lets see whats new in the controls and its configuration?

New Controls at Entity Level

In Dynamics CRM, We can add the controls for the entity.It could be enabled or disabled for Phone and Tablet.

Ex. List/Grid, Calendar and Timeline.

In Dynamics 365, We can add few more controls for the entity. It could be enabled or disabled for Web, Phone and Tablet.

Ex. List/Grid, Calendar, CardFeedContainer, Editable Grid and Timeline.

Untitled.jpg

How to configure the new controls?

In my previous post, I have shared screenshots of editable grid features. here is the steps to configure it too.

Editable Grid Properties:

Once you added Editable Grid control, another tab with the name of “Events” will be visible. So here you can configure the events to be triggered on the Editable Grid. Continue reading “Controls to explore in #Dyn365”