Dynamic 365 development services has a team of experts, D365 architects and developers who works closely in every step in the business while closely understanding the requirements and designing the right solution for the business according to the needs as far as development is concerned the development team has a set of experts and developers that coordinate closely with the client and by using standard microsoft development technologies like visual studio and TFS online a robust and concrete development process is strategised. After developing the application it is internally tested according to the business needs and submitted to microsoft in order to clarify any issues. After that the application is listed on the App Source. Introduction: In this blog we will be demonstrate how to download word document templates from D365 Customer Engagement and then import them to another environment. Often there are requirements to move document templates from one environment to another. But currently adding document templates to solutions is not supported.  To overcome this we have created a console app which downloads the word document template. Implementation: Step 1: To download Document templates we have created a Console App and it requires the following details: Username Password Organization Service Endpoint Address GUID of the template word template to download The username and password are the basic details that we use to log in to https//:www.portal.office.com To get the Organization Service Endpoint Address, navigate to Settings > Customizations > Developer Resources and copy the address as shown in the image below. To get the GUID of the Template Navigate to Settings > Templates > Document templates and open the template you want to download and Click on the Pop Out option at the top right as shown below Then from the URL we can get the GUID of the record as shown Step 2:  The code to download the document template is shown below. It downloads the Word template and stores it in the location specified in the code. Remember to change this location to the location on your PC. Note: Replace all the required values in the code according to your organization details. Code: using Microsoft.Xrm.Sdk; using Microsoft.Xrm.Sdk.Client; using System; using System.Net; using System.ServiceModel.Description; using System.Text; using Microsoft.Crm.Sdk.Messages; using Microsoft.Xrm.Sdk.Query; using System.IO; namespace DownloadDocumentTemplates { public class DocumentTemplateDownload { static IOrganizationService _service = null; static OrganizationServiceProxy _proxy = null; static void Main(string[] args) { ServicePointManager.SecurityProtocol = SecurityProtocolType.Tls12; ConnectToCRM(“test@test.onmicrosoft.com”, “pass@1234”, “https://test.api.crm8.dynamics.com/XRMServices/2011/Organization.svc”); Guid userId = ((WhoAmIResponse)_service.Execute(new WhoAmIRequest())).UserId; if (userId != null) { Console.WriteLine(“Guid: ” + userId); //GUID of the document template String documentTemplateId = “094EEB2A-948C-E711-8112-70106FAA45E1”; GetDocumentTemplateContent(documentTemplateId); Console.ReadKey(); } } public static void ConnectToCRM(string _username, string _Password, string _OrgSOAPServiceUri) { try { ClientCredentials credentials = new ClientCredentials(); credentials.UserName.UserName = _username; credentials.UserName.Password = _Password; Uri serviceUri = new Uri(_OrgSOAPServiceUri); _proxy = new OrganizationServiceProxy(serviceUri, null, credentials, null); _proxy.EnableProxyTypes(); _service = (IOrganizationService)_proxy; } catch (Exception e) { Console.WriteLine(“Error while Connecting: ” + e.Message); } } public static void GetDocumentTemplateContent(string documentTemplateId) { EntityCollection doc = null; string content = null; string documentTemplateName = string.Empty; Encoding encoding = Encoding.UTF8; try { string fetchXML = @”<fetch version=’1.0′ output-format=’xml-platform’ mapping=’logical’ distinct=’false’> <entity name=’documenttemplate’> <attribute name=’content’ /> <attribute name=’documenttype’ /> <attribute name=’name’ /> <attribute name=’status’ /> <attribute name=’modifiedon’ /> <attribute name=’modifiedby’ /> <attribute name=’description’ /> <attribute name=’languagecode’ /> <attribute name=’associatedentitytypecode’ /> <order attribute=’documenttype’ descending=’false’ /> <order attribute=’name’ descending=’false’ /> <filter type=’and’> <condition attribute=’documenttemplateid’ operator=’eq’ uitype=’documenttemplate’ value='” + documentTemplateId + @”‘ /> </filter > </entity > </fetch > “; doc = _service.RetrieveMultiple(new FetchExpression(fetchXML)); if (doc != null) { if (doc.Entities.Count > 0) { content = doc[0].Attributes[“content”].ToString(); documentTemplateName = doc[0].Attributes[“name”].ToString(); } byte[] textAsBytes = Convert.FromBase64String(content); File.WriteAllBytes(@”C:\Users\test\Desktop\” + documentTemplateName + “.docx”, textAsBytes); } } catch (Exception) { throw; } } } } Step 3: When the code is run it downloads the document template on the your PC and the document template is named after the template in CRM. Conclusion: This is very helpful as it can be used in another environment by simply uploading the template. To import the word template we can navigate to Settings > Templates >Document Templates and then upload the template.

Introduction: In this blog we will demonstrate how to call a workflow directly from a button without any custom JavaScript code. Implementation: Step 1: Create the required workflow. In this example i have created a  simple workflow on the opportunity and remember to select the  “As an on-demand process” option. Step 2: After the workflow is created store the GUID of the workflow. To get the GUID  select the workflow and copy down the ID from the URL as shown in the below image. Step 3: Now create the custom button on Opportunity entity using Ribbon Workbench. Step 4: Create a new Command and click on “Add Action>JavaScript Action” as shown in the image. Step 5: In the library option write the following “/_static/_forms/form.js” and in the Function Name field “Mscrm.FormAction.launchOnDemandWorkflowForm“. Then as shown in the above image add two Parameters as follows: Crm Parameter = PrimaryEntityTypeCode String Parameter = “GUID of the Workflow”. Step 6: For the final step add the command to the newly created button by simply selecting it from the drop down in the properties section. Step 7: Now when we click on the button that we created we get the following message. On clicking OK the workflow will run. This is a helpful as it can be done quickly without using any custom code.

Issue: When we use a HTML web resource in Dynamics 365 CRM forms or even as a separate navigation, we sometimes face issue that Backspace on Text boxes do not work. Why this happens: This happens because in Custom HTML web resources, we add reference to “ClientGlobalContext.js.aspx”. We need this library to gain access to the global context information such as the information specific to the client, organization or user for your Customer Engagement instance* When we use this library, we get issues with backspaces on text boxes where Input type is not “text”. So if the HTML Input type is “number”, “search”, “tel” or anything else Resolution: Resolution 1:  This can be solved by changing the Input type as “Text” for all input textboxes. Then backspace will start working. But this may not be applicable in all scenarios, since it will remove some of the functionality that was intended. In that case, you can use Resolution #2 below. Resolution 2: I have been able to resolve this issue by running the following code on DOM ready: if (window.Sys && window.Sys.UI && window.Sys.UI.DomEvent && window.Sys.UI.DomEvent.prototype) { window.Sys.UI.DomEvent.prototype.preventDefault = function() { }; window.Sys.UI.DomEvent.prototype.stopPropagation = function() { }; } This will allow you to still use the functions that ClientGlobalContext provides, while keeping it from interfering with your key and mouse events. Credit: Stefan Boonstra  * ClientGlobalContext.js.aspx (Client API reference) Happy CRMing!

Introduction: The unified client which was released D365 V9 had a very refreshing UI and lots of features. One of the best features in Unified Interface was Timeline view, but the timeline view did not have ability to send emails. The Unified client has a new Email UI with rich text controls and advanced editor. This was not released till recently. So the new environments after v9.0.1.xx have the ability to send emails using the Unified Client. Now you can send Emails using Unified Client like below: Modern Email Editor: Below are some of the features of new Email Editor: Designer, HTML and Preview tabs will allow users to view and format the content across different form factors. A bunch of controls and features provided like advanced styling, linking, find and replace, and insert images and tables will be made available on the email activity and will allow users to format the email instead of relying on external tools or solutions. Note: The Email Editor is not available on D365 Phone App and App for Outlook. It will show all other activities but not email.

Introduction: Working with D365 is best when you’re trying to use as much OOB stuff as possible. Simplest configurations like selecting a view for your Lookup field is easily possible on the D365 Form. However, this is not possible on the fields on the Business Process Flow Use of addPreSearch() and addCustomFilter() on BPF Fields: Now, since you have this field on the BPF and want to add filter to Lookup records, you’ll need to use JS customization to achieve this and add your filter’s criteria in the code to show results as expected. Let’s say you see all the lookup records on the field on the BPF 2. I want to see only Semi Annually type of Plans on the Lead. And I can’t simply do this from the Field’s Properties like on the form. Because, it’s not available. 3. Hence, I’ll write JS code as follows to achieve this: // JavaScript source code var oOFFormCustomization = { preFiltering: function () { “use strict”; if (Xrm.Page.getControl(“header_process_cf_defaultplan”) != null) { Xrm.Page.getControl(“header_process_cf_defaultplan”).addPreSearch(oOFFormCustomization.preSearchProductFamily); } else return; }, preSearchProductFamily: function () { “use strict”; var fetchQuery = ‘<filter type=”and”>  <condition attribute=”cf_plantype” operator=”eq” value=”979570001″ /><condition attribute=”statecode” operator=”eq” value=”0″ /></filter>’; Xrm.Page.getControl(“header_process_cf_defaultplan”).addCustomFilter(fetchQuery); } }; 4. And I register the method on Page Load of the Form. 5. And I see these results once it successfully filters!

Introduction: This blog explains how to Filter records in gallery control based on value selected in other gallery control in PowerApps. Scenario: I am using Dynamics 365 Connection. I have data source named as Time Entry within that data source I have fields named as  Projects  and  Project task and data type of both fields is lookup. Values in Project Task is filtered based on value selected in Project field. Implementation Steps for Filtering Project Task based on Project: We must add Projects and Project Task data source in PowerApps because their data type is Lookup.(If you don’t know how to work with lookup fields Refer: https://www.cloudfronts.com/connect-dynamics-365-use-lookup-field-dynamics-crm-powerapps/ ) Add New screen name it Project Lookup and add gallery control on that screen. Select gallery control and set its item property to:SortByColumns(Search(Filter(Projects,statecode=0 ), TextSearchBox1_1.Text, “cf_name”), “cf_name” ) Add new Screen and name it Project Task Lookup and add gallery control on that screen. Select gallery control and set its item property to:SortByColumns(Search(Filter(‘Project Tasks’,     _cf_project_value =Gallery1.Selected.cf_projectid),TextSearchBox1_2.Text,”cf_name”),”cf_name”)here: Gallery1 is the name of gallery control on Project Lookup screen.

Introduction: In this blog, we will demonstrate a way to display the current active stage of a business process flow in views in D365 v9 as the out of box process stage name field does not show any value in the views. Implementation: Step 1: We have created a basic Business Process flow on contacts which has two stages “Basic Information” and “Contact Details”. Step 2: If we want to create a view with the active stage of the business process flow displayed in the column, we first create a new view and in the Record Type we Select Process Stage(Process Stage) and in the columns we select “Process Stage Name” Step 3: Now when we check the view in Contacts we see that the Process Stage Name is blank. Step 4: One workaround for this is to design a Workflow on the Business Process flow entity that was created as shown in the below image . Here “Contact Infor” is the business process flow entity. Step 5: The workflow will be a Real time workflow and will be triggered when process is applied and on change of “processid” field. When the workflow triggers it will copy the name of the field in a new Text field and this can be used in views to display the current Stage as seen below.

Introduction: This blog explains how to show alerts in D365 V9. Details: We often get requirement to show alerts in D365 V9 Forms and can be achieved using below syntax. Xrm.Navigation.openAlertDialog(alertStrings,alertOptions).then(closeCallback,errorCallback); Example: 1. Alert with no callbacks. var alertStrings = { text: “successfully checkedin.” }; var alertOptions = { height: 120, width: 260 }; Xrm.Navigation.openAlertDialog(alertStrings, alertOptions).then( function () { } ); 2. Alert with callback method. var alertStrings = { confirmButtonLabel: “Yes”, text: “This is an alert.” }; var alertOptions = { height: 120, width: 260 }; Xrm.Navigation.openAlertDialog(alertStrings, alertOptions).then( function success(result) { console.log(“Alert dialog closed”); }, function (error) { concole.log(error.message); } ); Note: Xrm.Utility.alertDialog(message,onCloseCallback) is been deprecated.

Introduction: This is an observation I made when one of our clients wanted to have a limit on the calculated fields. Let’s say, a lower limit of the currency field that is expected to throw an error (or somehow not allow) the currency going in negative values for a calculated field. Observation: Now, I want to keep the Minimum Value as $0. I’ll keep the Minimum value as 0 so that when I can make it as Calculated Field, the Minimum Value gets locked by $0 I’ve entered. See screenshot below: But, as soon as I make it as Calculated Field and click on Save, this happens- It still appears that I will save it as 0 But, it creates the field, locks the minimum field and then defaults it back to the original minimum value. Bottom line: We cannot have our own Minimum Value on the Calculated Currency fields. But however, I found that this is allowed for other calculated fields. Like the Whole Number.

Introduction: This blog explains how to Setup POP3/SMTP email configuration in Dynamics CRM. Steps to be followed: Step 1:  Create new Email Server profile. a. Go to Settings –> Email Configuration –> Email Server Profile. b. Click on +New –> POP3/SMTP server. c. Fill Details in the form. Name: Gmail Incoming Server Location: pop.gmail.com Outgoing Server Location: smtp.gmail.com Now Go in Advanced Tab and Provide this Port values for Incoming and Outgoing Port. Incoming Port: 995  Outgoing Port: 587 d. Save. Step 2: Go to Email Configuration settings and then change Server Profile. Step 3:   a. Go to Mailboxes. b. Select the user for whom you want to activate. c. Add following details. Email Address: Enter your Gmail’s Email Address. In Credentials Allow to use Credentials for Email Processing and Provide your Gmail User Name and Password. d. Click on Approve Email e. Click on Test & Enable Mailbox. You may get following error. REASON: Due to hidden settings within Gmail that may be blocking connections from third party apps. SOLUTION:  a. Make sure you access these links while logged into the Gmail account, and make sure they’re turned on/enabled. https://www.google.com/settings/security/lesssecureapps https://accounts.google.com/DisplayUnlockCaptcha b. After enabling again go to mailbox and Click on Approve Email and Test & Enable Mailbox. c. Incoming and Outgoing Email Status is Success.