CRM Power BI Viewer add the Power of BI to Dynamics 365

June 15, 2018

Power BI is the best tool for visualising your business data. As a customer of Dynamics 365 Customer Engagement you obviously want to take advantage of Power BI inside your dashboards and forms.

Today Dynamics 365 CE support showing Power BI reports and dashboards in your personal dashboards. But the functionality is limited.

The goal of crm-powerbi-viewer is to deliver as much of the Power BI functionality inside Dynamics 365 as possible.

Below is a list of enhancements provided by crm-powerbi-viewer that for the time being is not available by using the built-in PowerBI integration in Dynamics 365.

Enhancements:

  • Solution aware. Embed Power BI to any dashboard (not only personal)
  • Embed Power BI to both dashboards and forms
  • Works with Dynamics 365 on-premises
  • Supports opening reports on a specific page
  • Support for custom filters and interactions. Enabling:
    • Open related Dynamics 365 records when clicking on data in a report (or visual)
    • Filter reports on Dynamics 365 data (e.g. filter on account id when showing reports on an account form)
  • Hide report navigation and filter panes
  • Mix and match multiple Power BI elements with Dynamics 365 elements on a single dashboard/form
  • Embed Power BI:
    • Dashboards
    • Single tile from a dashboard
    • Reports
    • Single visual from a report (coming with v1.1)

Download | Source

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Manage Dynamics 365 Portal Instance

June 8, 2018

Suppose we have Community Portal configured in our Dynamics 365 Instance.

Now we would like to have Custom Portal instead of Community Portal associated to our instance.

To configure this, we need go to Admin Centre à Select Portal and Click on Manage

Then select Manage Dynamic 365 CRM Instance and then Update Dynamics 365 Instance

From there we can select the Portal Audience and corresponding Portal to be deployed.

This will install the corresponding portal solution to our CRM Instance.

Now our portal URL will show up the Custom Portal instead of Community Portal.

To switch back to community portal, we can select Portal Details and Update Portal Binding to point it to website we want it to bind to.

Suppose we have Employee self-service portal deployed to our instance and we would like to update binding to it.

Below we select Employee self-service as the web site record and click on Update.

Once update is done, opening the Base Portal URL will open up Employee self-service portal instead of Custom Portal now.

Source: Nishant Rana’s Weblog

Enable Multiple Languages on Microsoft Dynamics 365 Portal

June 7, 2018

Introduction:

Microsoft Portals can be used to surface data from Microsoft Dynamics 365 Customer Engagement for an external audience.

Microsoft Portal provide various pre-configured templates for Customer Portal, Partner Portal, and Employee portal amongst others.

Recently the portals were extended to provide Multi-language support, and here we cover the steps to enable multiple languages for the portal.

Steps to enable multiple languages on Microsoft Dynamics 365 Portal:

1. You first need to ensure the language has been enabled for your CRM application. To enable a language, go to the Setting>Administration>Languages, select the language and click on ‘Apply’ as shown in the screenshot below;

Enable Multiple Languages on Microsoft Dynamics 365 Portal

2. Next, we will enable the languages for the Portal. Navigate to Portals>Website>Websites. Under the General tab, in the ‘Supported Languages’ section, click the ‘+’ button as shown in the screenshot below;

Enable Multiple Languages on Microsoft Dynamics 365 Portal

3. Fill the fields as shown in the screenshot below;

Enable Multiple Languages on Microsoft Dynamics 365 Portal

Portal Language: Select the language that you want to include support for.

 Note: Currently 43 languages are supported out of the box. To know more about languages supported in Dynamics 365, go to Portals>Content>Portal Languages.

 Make sure the Publishing state is “Published”

4. You can see the list of ‘Supported Language’ for the Website as shown in the screenshot below;

Enable Multiple Languages on Microsoft Dynamics 365 Portal

5. With the language support added, you will notice that it has automatically created Web Link Sets for the navigation records for each of the enabled languages.

Enable Multiple Languages on Microsoft Dynamics 365 Portal

Open each of the Link Sets and update the text as required for the specified language.

Enable Multiple Languages on Microsoft Dynamics 365 Portal

6. Next is to update the content of the pages for this navigate to Portals>Web Pages. Here for each web page, there will be a Parent Page. Create localization for each language activated for the portal (Currently we have enabled the English and French language for the portal).

To add a new localization on the page for activated language, open the page and scroll down to ‘Localized Content’. Click on the ‘+’ button on the right side as shown in the screenshot below;

Enable Multiple Languages on Microsoft Dynamics 365 Portal

You need to modify the content for the specified language manually as shown below.

Enable Multiple Languages on Microsoft Dynamics 365 Portal7. With these changes, your portal is now multi-language compatible. Navigating to the website will automatically display a drop-down for language selection as shown below

Enable Multiple Languages on Microsoft Dynamics 365 Portal8. When the user selects ‘French’, then the content will be displayed in the French language as provided in the Web Links and Web Pages;

Enable Multiple Languages on Microsoft Dynamics 365 Portal

Conclusion:

You now have an easily configurable multi-language supportive Portal that is managed completely from within Dynamics CRM without requiring to write any line of code.

To learn more about the roadmap for Dynamics 365 Portals click here

Source: Microsoft Dynamics 365(CRM) Tips and Tricks

Microsoft Dynamics 365 Workflow Tools

May 12, 2018

This Solution includes one Assembly that contains Tools based on Workflow Activities. You must import this solution, to use it. It only contains the Workflow Assembly and the activities to be used in Workflows, so the import of this solution it will not affect any form, entity, view or navigation item. In any case, you should allways follow your ALM steps, installing it in Non-production environments, test everything and then move to Production environment when you are sure.

To import the Solution follow these steps:

To see how to use each of the tools includes in this solution, please access to the following links:

Microsoft Dynamics CRM Editable Grid

April 23, 2018

Project Description

D CRM Editable Grid is a zero code (Html5 JavaScript) add on for Dynamics CRM 2013, 2015, 2016, and 365 for easily implementing custom editable grids

Features

  • In-line editing
  • Editing multiple records at the same time
  • Allows multiple entity relationships to be represented in a single CRM form
  • Allows multiple grids on a single form in different sections
  • One configuration to display multiple entities on one form. Add custom labels for headers, field default value, condition, re-arrange fields display order, and many other options
  • Aggregates
  • Header and cell colors and custom CSS. For cells, a condition can be specified
  • Filter
  • Add continuous new records without opening any sub-windows or forms
  • Replace product related OOB editable grids such as opportunityproduct and quotedetail
  • JavaScript API, and call back for create, Validation, Delete, Create, load option set (to enable/disable options) and Save operations
  • Ability to query any record, whether related to the current record or not
  • Export to Excel, PDF, and CSV
  • User settings (currency symbol, numeric separator, decimal symbol, date and time formats) are used for formatting currency, numeric, and date time values.
  • Built in validation for Required, MaxLength, MinValue, and MaxValue field attributes
  • Set record status
  • Optional auto save and auto refresh on save
  • Sorting
  • Paging
  • Navigation via keyboard arrows or tab keys
  • Unlimited undo – Place focus on a cell that has gone through one/multiple changes, use undo button to traverse back through the changes until reaching the original value.
  • Undo all changes – Resets all changed cells to their original value.
  • Open record from the grid (in the same window or in a new window)

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Universal SQL Client

April 11, 2018

Free multi-platform database tool for developers, SQL programmers, database administrators and analysts. Supports all popular databases: MySQL, PostgreSQL, MariaDB, SQLite, Oracle, DB2, SQL Server, Sybase, MS Access, Teradata, Firebird, Derby, etc.

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Community Edition 5.0.2

Released on April 2, 2018 (Milestones).
It is free and open source (license).
Also you can get it from the GitHub mirror.

COZYROC SSIS+ Components Suite

March 23, 2018

Introducing the COZYROC SSIS+ library with support for integration and migration of Microsoft Dynamics CRM data. Available on the market since 2010, COZYROC makes it easy to integrate or migrate data to and from Dynamics CRM and will preserve the integrity of your data by always using the recommended Microsoft web services API.

Reusable Scripts, along with the Source and Destination components, provide support for all the capabilities you may desire for integration and migration of your Dynamics CRM data. The Source and Destination components are purely for actions related to Dynamics CRM entities, while the scripts provide functionality related to Dynamics CRM, but not directly related to actions with entities.

You can use any application, service or database supported by SSIS or COZYROC’s toolkit (SSIS+) as the source or destination for Dynamics CRM. SSIS+ is easy to use and follows the same guidelines and principles used by the standard out-of-the-box SSIS components.

For migrations from on-premise Dynamics CRM to on-the-cloud Dynamics CRM, you may use COZYROC’s Data Flow Task Plus (see side-bar) along with the Dynamics CRM Source and Destination components for an elegant and time-saving migration solution. Source and destination columns get mapped dynamically at runtime so one package can handle the migration of data for every entity.

See the Source and Destination documentation for some short and informative demonstration videos which provide step-by-step instructions on how to get started.

The Dynamics CRM integration package consists of four parts:

Dynamics CRM Connection Manager
Stores the credentials and functionality for connecting to an on premise or in-the-cloud Dynamics CRM server.

  • Well documented API for use by user-defined scripts.
  • Independent from the hard-coded Microsoft Dynamics CRM SDK.
Dynamics CRM Source component
Retrieves data from a Dynamics CRM entity.

  • Input type can be either an entity or a FetchXml statement.
  • The source can be dynamically modified at runtime using an SSIS expression.
Dynamics CRM Destination component
Inserts or updates data in Dynamics CRM entity.

  • Supports four entity actions: Create, Update, Delete or Upsert
  • Provides information about records with errors as well as the GUID assigned for new records created.
  • Configurable parameters for Upsert action specify how to handle multiple matches and what keys to use to identify existing records.
  • Phenomenal performance: a customer used our component to migrate 40 Million records in 10.5 Hours “in a precise and timely manner.”
Reusable scripts
Unique technology which allows user-defined reusable scripts for additional Dynamics CRM integration scenarios.

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WSO2 Enterprise Integrator Version 6.1.1

March 13, 2018

WSO2 Integration brings digital transformation into a single package for connecting enterprise systems and data.

WSO2 Enterprise Integrator 6 is a powerful, 100% open source integration platform connecting to, and transforming data between legacy systems, SaaS applications, services, and APIs. Enterprise Integrator 6 provides the fundamental capabilities of a connected SOA architecture. The Enterprise Integrator 6 package includes runtimes for data and service integration, messaging, business process execution, microservices, and analytics.

This release brings together functionality previously encapsulated in the WSO2 Enterprise Service Bus (WSO2 ESB), WSO2 Message Broker (WSO2 MB), WSO2 Data Services Server (WSO2 DSS) and WSO2 Business Process Server (WSO2 BPS).

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Project Service Automation (PSA) for Microsoft Dynamics 365

February 14, 2018

Series of videos that showcase the capabilities of Project Service Automation (PSA) for Microsoft Dynamics 365

Project Service Automation (PSA) – Episode One

Project Service Automation (PSA) – Episode Two

Project Service Automation (PSA) – Episode Three

Project Service Automation (PSA) – Episode Four

Project Service Automation (PSA) – Episode Five

Project Service Automation (PSA) – Episode Six

CRM String Workflow Utilities

February 8, 2018

Custom workflow actions that deal with text strings in Dynamics CRM 2011, 2013, 2015, 2016, 365 (v5 – v9)

  • Contains
  • Create Empty Spaces
  • Decode Html (next release 2/2018)
  • Encode Html (next release 2/2018)
  • EndsWith
  • Join
  • Length
  • PadLeft
  • PadLeft Dynamic
  • PadRight
  • PadRight Dynamic
  • Regex Extract
  • Regex Match
  • Regex Replace
  • Regex Replace With Space
  • Replace
  • Replace With Space
  • Reverse
  • StartsWith
  • Substring
  • ToLower
  • ToTitleCase
  • ToUpper
  • Trim
  • Word Count

Go to Releases and choose the latest 1.x.x.x version for 2011/2013 or the latest 2.x.x.x for 2015/2016/365.

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