In Power BI, Dynamics 365 is connected using its Web API i.e [organization URI]/api/data/v9.0 Dynamics 365 Web API does not support GET Request for calendarrule entity; because of which Power BI cannot retrieve calendar rule entity details. You can verify by browsing to the URL: [organization URI]/api/data/v9.0/calendarrules Please refer to the screen capture below for the error details in browser. Also, you will not be able to load the calendar rule entity in Power BI. Below screen capture displays an error received in Power BI.

Introduction: In this blog we will be showing an example to attach the uploaded files to notes using the Xrm.Device.pickFile function in unified Interface in D365 v9.0 Implementation: Step 1: In this example we will create a button on the Contacts entity and we write a JavaScript function to trigger on button click. In Ribbon Workbench after creating a button we create a command as shown below and add the command on the button. Step 2: On clicking on the Upload button a dialog box opens and we can select the file we want, this file will then be attached in the notes section of the particular record. The code is shown below. The name of the Note created, name of the attachment can be changed as required by modifying the code. Code: var crmCustomization = { PickFile: function () { Xrm.Device.pickFile().then( function (result) { var dataRecieved = result; var Content = dataRecieved[0].fileContent; var FileSize = dataRecieved[0].fileSize; var FileName = dataRecieved[0].fileName; var MimeType = dataRecieved[0].mimeType; var recordId = Xrm.Page.data.entity._entityId.guid; crmCustomization.UploadToNotes(FileName, MimeType, Content, recordId); }, function (error) { alert(error.message); }); }, UploadToNotes: function (FileName, MimeType, Content, recordId) { var note = Object(); note[“notetext”] = “New Attachment” note[“subject”] = “Uploaded File”; note[“filename”] = FileName; note[“mimetype”] = MimeType; note[“objectid_contact@odata.bind”] = “/contacts(” + recordId + “)”; note[“documentbody”] = Content; $.ajax({ type: “POST”, contentType: “application/json; charset=utf-8”, datatype: “json”, url: Xrm.Page.context.getClientUrl() + “/api/data/v9.0/annotations”, async: true, data: JSON.stringify(note), beforeSend: function (XMLHttpRequest) { XMLHttpRequest.setRequestHeader(“Accept”, “application/json”); XMLHttpRequest.setRequestHeader(“OData-MaxVersion”, “4.0”); XMLHttpRequest.setRequestHeader(“OData-Version”, “4.0”); }, success: function (data, textStatus, XmlHttpRequest) { var result = data; alert(“File attached to Notes successfully”); }, error: function (XmlHttpRequest, textStatus, errorThrown) { Xrm.Utility.alertDialog(“Error: ” + textStatus + ” ” + errorThrown); } }); }, }; We can see after uploading the file  the note is created with the attachment as shown below

Introduction: This blog explains how to Configure Alert Configuration in Microsoft Social Engagement. Steps to be followed: Go to Message Center Click on + to create alert configuration. Enter the following details: Name: Give name to your alert. Alert Type: select the type of alert  you want. Post alert/Trend alert Email recipients: Enter the email address of recipients to whom alert mail should go. Filters: Select filters to narrow the posts to the data set you want to work with. i.e. which posts will be received by recipients.   Add Search Topic: You can also filter based on the following criteria. Example filtering based on source and Language: After configuring click on SAVE.Post alert in mail:

In order to help your organization manage complex service management track assets and inventory, identify and dispatch resources, and manage service order Microsoft has given D365 field service which is an end to end solution that turns out to be an integral part of your day to day business. It provides customers with proactive updates and self service portals that helps is tracking of technicians hence giving customers a smooth and positive experience at every step. Detecting troubleshooting and resolving issues has been made possible through Dynamic 365 field service due to which a technician is dispatched only when it is necessary. A real time guidance is provided in order to build customer trust and improve resolution time which empowers technicians with a 360 degree view of the customers. Introduction: Sometimes, stock Schedule Board doesn’t quite do justice by default to your bookings and how Dispatchers see this information today. Out-of-the-box information on a Bookable Resource Booking looks like this – What if you want to modify this information and show what’s relevant to Dispatchers? Modifying the Schedule Board: You can modify the details of what you need to see on the booking by modifying/configuring some details as shown below: First, this is how the default Booking Template looks like – Double-click on the board you want to make changes to (Or, navigate to Tab Settings). As in picture 1 above, double-click on Initial Public View to open the Tab Settings area, then look for Schedule Types section and look for Work Order / Project entity (depending on which entity’s Bookings you want to effect.) In the Booking Template section, write this sample code which will show different information other than what comes out-of-the-box. Sample Code: Customer:{msdyn_msdyn_workorder_bookableresourcebooking_WorkOrder.msdyn_account_msdyn_workorder_ServiceAccount.name} WO Name: {msdyn_msdyn_workorder_bookableresourcebooking_WorkOrder.msdyn_name} Type: {msdyn_msdyn_workorder_bookableresourcebooking_WorkOrder.msdyn_workordertype} 5. Once finished, click Apply. The Schedule Board will refresh and you’ll see the updated information as shown below: And very simple, you’ve modified the Booking Template without much hassle or complex coding.

Introduction: After upgrade of dynamics CRM 8.2 to 9.0 jQuery start breaking or you will receive $ undefined error. This blog will explain how to resolve this issue jQuery ($) is not defined in dynamics 365 sales. Description: Currently we have upgraded our dynamics CRM from 8.0 to 9.0. We had lots of customization. Looking at documentation of Microsoft. It seems that no script will break. Also, scripts are 8.0. dynamics CRM loads there internal JavaScript and start conflicting. Solution: After system upgrade developer needs to make sure that they are avoiding conflict between our JavaScript and System JavaScript. As you can see in below screen shot it shows that $ is not defined as it has more than 1 jQuery library loaded and it try to get the definition from another library which does not contains the definition of our library. As you can see in the below screen shot we have included no conflict script. This will resolve the issue of conflict and you will not receive the error related to conflict. Source: You can refer the below link for more information on conflict. https://learn.jquery.com/using-jquery-core/avoid-conflicts-other-libraries/

Introduction: This blog articles explains the ability to add custom fields is available in platform update 13 and later. Creating Custom Fields: Process for creating a custom field and placing that field on a form: Navigate to the form where the new field is needed.  Click on Options and then Personalize this form  Click Insert and then Field Select the region of the form where you want to expose the new field. After selection, the Insert fields dialog box will display a list of existing fields that can be inserted into the selected region of the form. Click the Create new field button above the list to initiate the process of creating a custom field. This will open the Create new field dialog box. Enter all the relevant details for the new field Click save and insert the new field Note that there is currently a limit of 20 custom fields per table.

Introduction: This blog explains how to Create Approval Flow using Microsoft Flows.  Use Case: When work order is updated. (Trigger) Check condition:  system status: – open-completed and approved: -NO If condition satisfied: – Check Total amount: – If amount is greater than 1000       approval mail will be sent to approver.       if he approves:       update the work order with system status value closed-posted.       else do nothing. update the work order with system status value closed-posted. Else do nothing. Steps to be followed: Sign in to the Microsoft flow. https://flow.microsoft.com/en-us/ Go to My flows –> create from blank Select Dynamics 365 when a record is updated Select the Organization Name and Entity Name for which you want to create flow. Click on + New step –> Add a condition. So here I want my flow should run when system status is open-completed and approved is NO. (Add your own conditions).       Condition:@and(equals(triggerBody()?[‘msdyn_systemstatus’], 690970003),equals(triggerBody()?[‘cf_approved’], false) )  Go to Yes. Click on …More –> add a conditionCondition is: Total amount is greater than 1000. Go to yes.  Add Action. Select Approvals –> Start an approval action. Enter details.In Assigned to enter the email address of the approval.  Go to No. configure for amount is not greater than 1000. Click on Add an action. –> select Dynamics 365 – update a record. Enter the details. Enter the details Record identifier: Enter the record identifier of Work Order from when a record is updated step. Set the system status value to: 690970004 Add condition in Yes and check the approval status. On Yes. Select Add an action à Dynamics 365 – Update a record Enter the detailsRecord identifier: Enter the record identifier of Work Order from when a record is updated step.Set the system status value to: 690970004 Complete Flow:

Overview: Out-of-the-box, it is not possible to Book a task a on the Schedule Board, instead what you get at the easiest disposal is to allocate partitions of the Project to the resources and not the items from the WBS! Well, as a workaround, I’ve enabled the Project Task entity for Resource Scheduling using the PSA OOB feature to make this happen. Enabling Project Task Entity for Resource Scheduling: To be able to schedule a Project Task on the Schedule Board, we must first expose the entity itself for this capability. Here’s how you do it – Navigate to Resource Scheduling once you are using PSA and then select Administration. Then, select Enable Resource Scheduling for Entities Then, look carefully that the only entities enabled are the Project and Work Order (Field Service) Now, you want to add Project Task entity so that you can directly use Project Task to schedule on the Board. Make sure you make your selection as per below and click on Publish Customization Once Published, Project Task will appear in the Enabled Entities list Scheduling on the Project Task on Schedule Board: Assume you have some Project Tasks to Schedule, you can simply use those as you would do for Project and Work Order and you can schedule in the usual way thus, achieving Scheduling on Project Tasks from WBS instead of the Project.

Introduction: Voice of the Customer features creating and sending out surveys to gain valuable feedback from your customers about your products or services. Respondents can take your surveys on a phone, tablet, or computer. You can see your customer’s feedback history as you work a sale or resolve a service case. In this blog we will have look on the solved issues by Microsoft till now. Resolved issues in Voice of Customer version 9.0.1162: The survey minimum and maximum values revert to their default values on saving the question. Invitation Link Text field gives HTML Validation Error when you provide input like <<<Hello>>>. The mandatory date question response validation fails for locales with dd/mm/yy date format in Google Chrome. Multiple survey responses are created when you open a survey link in different tabs or browsers and submit. Rotation of headers in Single rating in columns and Multiple ratings in columns questions do not work. In French locale, a few emoticons are not displayed while previewing the Smilies rating question. You were unable to preview or publish a survey if “>>>” or “<<<” characters are in the Invitation Link Text field. Resolved issues in Voice of Customer version 9.0.1113.10: Footer URLs are opened in the same tab as survey. Unable to enter negative value as the answer to the numerical response question. All answer options of a mandatory question are highlighted if an option is not selected by the respondent. The Response column under the Question Responses section in a survey response allows only 100 characters. Resolved issues in Voice of Customer version 9.0.959.8: Feedback entity does not work properly on all locales specified in Dynamics 365. Unable to clone surveys on a French organization. The default count resets to five in a start-rating question even after modification. The unsubscribe link is not visible on the survey. Respondent can skip Single Rating question even though it is marked as mandatory. Translation corrections for few strings in the Japanese language. The error messages are not appropriate in case of a survey exception. The social sharing dialog box is not displayed completely on the survey. You can refer our previous blogs on Voice of Customer for proper understanding of Voice of Customer solution.

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.