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:

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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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Microsoft Dynamics CRM custom MVC portal starter project

February 1, 2018

Why ?

Although powerful, the out of the box Dynamics Portal or AdxStudio customisation flexibility is quite limited. For a complex Dynamics CRM customer portal, a custom built ASP MVC web site might be a better choice. This project is intended to be a starter template with a custom Asp Identity user store implemented. User credentials are stored in Contact entity. User roles, logins, claims are stored in appropriate custom entities.

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Inserting Power BI into Dynamics 365 Dashboard

January 20, 2018

A dashboard is a powerful business tool that is designed to provide information depending on the need of each user and what they need to view, analyze, and share.

Microsoft Dynamics 365 dashboards comprise collections of view lists, charts, web resources, iFrames, and organizational insights that let you see how you and your team are doing, based on key metrics.

As helpful as dashboards can be to an organization, more can be achieved by embedding Power BI directly into your Dynamics 365 dashboards.

What Is Power BI?

Power BI is a business intelligence solution that can be combined with Dynamics 365 to provide a more robust tool that is very helpful in reporting and analysis. Power BI is a great tool for visualizing data in Dynamics 365, as it allows you to easily access and analyze your sales, service, or marketing data in the organization. It is also available as a cloud-based service in Office 365.

Power BI simplifies the process of extracting and presenting data in dynamic and interactive data visualizations, all through easy drag-and-drop functionality. One good thing is that you can implement it in Dynamics 365 without writing any code.

There are many advantages that result from using this tool. Some of the most important benefits are:
  • Creating your very own analysis through Excel, using the same data that you have within Power BI.
  • Automatic data refresh and reports publishing, allowing all users to avail themselves of the latest information.
  • Transforming your enterprise data into rich visuals, thus extracting business intelligence for enhanced decision making.

Let us discuss how one can integrate Power BI charts and data visualizations into Microsoft Dynamics 365 dashboards.

Connecting Power BI to Dynamics 365

Before attempting to add Power BI to Dynamics 356 dashboard, users must be able to access Power BI and to have at least one Power BI dashboard to reference. This is because we need a Power BI dashboard to import into Dynamics 365.

To do this, we are going to connect to one of the Content Packs made for Dynamics 365 inside Power BI (a content pack is a collection of related documents or files that are stored as a group in Power BI that are related to a service).

  1. In Dynamics 365, Navigate to Settings -> Customizations -> Developer Resources.
  2. Under Developer Resources, copy the following information: (https://”yourtenant”.crm4.dynamics.com) to a Notepad document. You do not need “api/data/v8.2”; Power BI will add this to the URL.
    Connect to this instance of Dynamics 365
  3. Then log in to Power BI website using the same account as you are logged into in Dynamics 365.
  4. Open up the sidebar menu and go to “Get Data.”
  5. Under the Content Pack Library, chose “Services” and press “Get.” That will bring up the following screen:
    Get Data
  6. This will open the AppSource Library, where you can search for the content pack or scroll through the pages to the preferred one.  For example, Sales Analytics for Dynamics 365 and select “Get it now.”
    App Source
  7. Copy the Organization Data URL you saved in the notepad file and paste it into the first text box; now select a Fiscal Year End Month Number and click Next.
    Connect to Sales Analytics for Dynamics 365
  8. Wait for your data to be imported from Dynamics 365. 

Now that we have successfully imported our content packs into Dynamics 365, we can enable and start adding Power BI to our dashboard.

How to Enable Power BI

To add Power BI to our dashboard in Dynamics 365, we must make sure Power BI is enabled on it. To do this,

  • Login to Dynamics 365 as an administrator.
  • Under Settings, click on Administration -> System Settings -> Reporting.
  • Check the option “Power BI visualization embedding” and make sure that this is set to Yes.

System Settings

  • Click Ok.

Adding a Dashboard with Power BI

To add a Dashboard with Power BI:
  1. In the Dashboard area, click on New to create a new dashboard. (Once you have enabled the setting above, the option for a Power BI dashboard will show).
    Dynamics 365: Power BI Dashboard
  2. Select the Power BI dashboard menu item.
  3. From the Dialog box that opens you will see all the dashboards that you have access to from within Power BI.
  4. Select the dashboard that you want to use as a dashboard and then click on the Save button.
    Add Power BI DashboardAfter this, you will see that the dashboard is now embedded within Dynamics 365 as one of your personal Dashboards

    Sales Analytics

    Clicking on various dashboard tiles will take you to Power BI report, where you can further drill down into the data.

    PowerBi Report

Things to Note

  1. Power BI Visualizations can only be added to personal Dashboards (which can, in turn, be shared with other users).
  2. Power BI data is not real time, so this is based on the refresh you do manually in Power BI or the scheduled refreshes.
  3. To share this dashboard with other colleagues in your organization, you’ll have to share the dashboard in Power BI. This is because security doesn’t apply to Power BI as it does in Dynamics 365, considering the fact that they are two separate applications.

Original Source SherWeb Blog

Microsoft Dynamics 365 for Outlook is unable to render webpages

January 19, 2018

Microsoft Dynamics 365 for Outlook is unable to render webpages after installing the October 2017 Microsoft Outlook security update

Symptoms

When attempting to render webpages via the Outlook folder pane using the Microsoft Dynamics 365 for Microsoft Outlook add-in (Outlook client), the view pane remains blank and “Waiting for a page to be retrieved from a CRM server…” displays. The pane never loads the corresponding webpage.

Cause

The Dynamics 365 for Outlook add-in relies on customized roaming home pages in order to render webpages within Outlook. The October 2017 Microsoft Outlook security update disables roaming home pages in Outlook to address a significant vulnerability with the application, and as such, inadvertently causes the add-in to fail.

Versioning Information

All versions of the Microsoft Dynamics 365 for Microsoft Outlook add-in family are affected by this issue. This includes Microsoft Dynamics CRM 2016 for Microsoft Office Outlook, Microsoft Dynamics CRM 2015 for Microsoft Office Outlook, and Microsoft Dynamics CRM 2013 for Microsoft Office Outlook.

This also affects all versions of the Dynamics 365/ CRM organization that the add-in is connecting to.

The Outlook Security update versioning information is found below:

Security Update for Microsoft Outlook 2010 (KB4011089) 32-Bit Edition
Security Update for Microsoft Outlook 2010 (KB4011089) 64-Bit Edition
Security Update for Microsoft Outlook 2010 (KB4011196) 32-Bit Edition
Security Update for Microsoft Outlook 2010 (KB4011196) 64-Bit Edition
Security Update for Microsoft Outlook 2013 (KB4011178) 32-Bit Edition
Security Update for Microsoft Outlook 2013 (KB4011178) 64-Bit Edition
Security Update for Microsoft Outlook 2016 (KB4011162) 32-Bit Edition
Security Update for Microsoft Outlook 2016 (KB4011162) 64-Bit Edition

Any future cumulative Outlook updates will contain these Security Updates and will cause this issue to occur, such as the following updates:

Update for Microsoft Outlook 2013 (KB4011252) 32-Bit Edition
Update for Microsoft Outlook 2013 (KB4011252) 64-Bit Edition
Update for Microsoft Outlook 2016 (KB4011240) 32-Bit Edition
Update for Microsoft Outlook 2016 (KB4011240) 64-Bit Edition

Resolution

Due to this security update resolving multiple significant vulnerabilities within the Microsoft Outlook application, it must remain installed. In order to re-enable roaming home pages as a workaround while a permanent resolution is developed, a registry key must be added to the local client machines running the Microsoft Dynamics 365 for Outlook application. This key must be installed either through direct registry edit or via Group Policy in your organization.

The following registry key is dependent on the version of Microsoft Outlook installed:

Microsoft Outlook 2016:

[HKEY_CURRENT_USER\Software\Microsoft\Office\16.0\Outlook\Security] “EnableRoamingFolderHomepages”=dword:00000002

Microsoft Outlook 2013:

[HKEY_CURRENT_USER\Software\Microsoft\Office\15.0\Outlook\Security] “EnableRoamingFolderHomepages”=dword:00000002

Microsoft Outlook 2010:

[HKEY_CURRENT_USER\Software\Microsoft\Office\14.0\Outlook\Security] “EnableRoamingFolderHomepages”=dword:00000002

Once this registry key is added to the local client, Microsoft Outlook must be restarted and the add-in will be able to render webpages without issue.