Archive for the ‘MS Dynamics CRM’ Category

Dynamics 365 App Module

July 15, 2017

As with any release, the release of Dynamics 365 has introduced a bunch of new features.  Head over to the CRM Roadmap site, or the CRM What’s New site to see first hand the features that have recently gone live.  You can also see what’s in preview, in development, previously released, or indefinitely postponed.

With this release, a new concept has been introduced to Dynamics 365 for Sales (formerly Dynamics CRM).  This concept is the ability to have multiple Apps within the product.  First off, note that this feature is in preview only mode for this release.

What is an app? Well in its simplest form, this is a collection of related entities, dashboards, and business process flows that will allow you to streamline and tailor Dynamics 365 for Sales so that your end users in different business areas can see only the pieces of the product that matter to them.  It also allows you to filter sub components of what you add – for example, your users only see a specific view of an entity you’ve added.

You could perform portions of this functionality with the older versions of Dynamics CRM.  For example, you could have only specific forms or dashboards display for users in specific security roles.  However, everything in your solution was in a single site map and you had to manage it as such, which forced configurators to always remember that the application they’re designing and building is visible to all users, unless they update the specific dashboards and forms to be visible only to users in a specific security role (by default they’re visible to all).

However, with the introduction of Apps for Dynamics 365 for Sales, configurators can now more easily put components that they want specific users to have visibility to into a specific app for those users.  This means that when you have new users rolling onto CRM, you can easily create a new security role for them, and then start putting the components of the system into their own app that only they’ll have visibility to.  Also you can filter what sub components of those artifacts you want visible in your app – this functionality doesn’t exist in previous versions of the product.

Also of note is that your apps will have a unique URL should you want to provide that to users to navigate to directly.  The URL will be in the format of <crmurl>/apps/AppName.

When you create a new App (done from the solution since apps are solution aware), you’ll need to provide a few pieces of information.  Note that the Application URL will be the name used at the end of the URL for the application specific URL mentioned above.  This (along with the Unique Name) cannot be changed once you click Done on this initial app creation page.  The Name, Description, and Use Default Image can be modified after creation.

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After providing the basic information above, you’ll be taken into the designer area of the app.  From here you’re able to add the following components to your app.

  • Site Map – this is required and will be discussed in more detail in a future post
  • Dashboards – you can filter what dashboards display in your app
  • Business Process Flows – you can filter what business process flows appear on entities for your app
  • Entities – you can filter what forms, views and charts appear on the entities for your app

After you add each of these components, you’ll have different properties to set for each.   For entities, you’ll be able to select which Forms, Views, and Charts are available in your app.  After you start adding components, your app will start to accrue a list of other dependent components that.  For example if you select a form that has a view from another entity used in a sub grid, you’ll need to make sure that view is in the target environment you’re deploying your app to or the deployment will fail.  If it doesn’t exist, simply make sure to add that component to the solution prior to deployment.

Note:  If you do not select any forms, views, or charts for an entity in your app, that entity will still display in your app but all forms, views, and charts will be displayed for it.  Even though you’ll get a warning when validating your app (see validation details below), the app will still work and show you all components of that entity without filtering some of them out.

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With Dashboards and Business Process Flows, you simply have the option to select which of those you want to include in your app.  Note, when you do this, if there are entities that are required for the dashboard or business process flow that you add, they’ll automatically be added to your app.  However they’ll be added but no sub components of them will be added (forms, views, or charts) which will fail validation which we’ll discuss in the next section.  These entities will be added but are not needed in your app.  They’re only needed if you want to further filter out the forms, views and charts that are visible to end users.  If you don’t want to filter them out and want to keep your app clean, you can simply click on the entity name and then click on the trash can / remove icon on the top of the page to remove it from your app.  Doing so will provide you a confirmation dialog prior to removing the entity.

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In addition to removing an entity from the app, you can also click on the Edit button that will open up the entity in an entity specific solution window.  Finally, the Add button will let you quickly add another artifact or entity asset to the app.

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As stated above, once you start adding components to your solution, you’ll app will start to take on dependencies which means that if they’re not in the target environment you’re deploying your app to, your solution import will fail.

For example if you select a form that has a view from another entity used in a sub grid, you’ll need to make sure that view is in the target environment you’re deploying to.  If it doesn’t exist, simply make sure to add that component to the solution prior to deployment.

To validate your app, simply click on the “Validate” button at the top right of the app.  You’ll get a summary at the top that you’ll be able to expand and see more details of what errors and/or warnings the validation identified.  You’ll also see on the visual designer the components highlighted that are causing the dependencies.  Finally, if you click on the “Required” tab on the left pane, you’ll be able to see a list view of the dependencies for the components added to your app, and those components are already added to your app will be checked off.

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As stated before, an App is solution aware which means that you can put the app into a solution when you’re ready to promote it from Dev to QA to Production.  Remember that if you have new components you created for your app (such as an app specific site map), those components also need to be included in your solution or the deployment will fail.

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Also note that while you’re working on your apps, you don’t need to go through the Apps solution component to be able to resume development on the app.  You’re also able to see your published apps and apps being edited by going to Settings –> Application –> My Apps.  The default app that contains all your configuration and site map prior to the new app concept will be the only published app out of the box.  This app cannot be edited through the app designer and needs to be edited the old way through site map modifications.

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When the app is unpublished, you’ll be able to click on the ellipses and select Publish or Open in App Designer.

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Once you have your custom app published, you’ll be able to Manage Roles to indicate what security roles should have access to view the app.  By default, only the System Administrator and System Customizer roles have access to view the app so don’t be worried that you’re only able to get to this screen after the app is published (which means if all roles had access to the app there would be a period of time between publishing and removing roles, that some users may have access to the app – that’s not the case).

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After the application and site map have been completed and published, you access your new app via the app switcher which is the breadcrumb just to the right of the O365 tiles icon.  You can quickly jump between all the apps you’ve developed via this app switcher.   You also have the ability to “Pin This App” which will pin the app to the Home area.

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Clicking the top Home icon will take you to https://home.dynamics.com/ which is a new home for all of your Dynamics 365 business apps.  As mentioned above, your pinned apps will appear in a separate section on this page.

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Note that when testing out the new Apps functionality, I ran across what seemed like a couple defects with the Home area.

  • The Home area doesn’t seem to load when using IE11, but will load fine with Chrome
  • After clicking in the Home area, when I went back up to the App Switcher, only my pinned apps appeared for me to select.  In my example below, you’ll see that I no longer see the “Dynamics 365 – custom” app that I saw in my screenshot above.  Once I navigated to an app, it reappeared for me.image

If you click on “My Apps” in the App Switcher, you’re able to see all apps, and also search for apps should you have a lot in your list.  You’ll also see in this list any other CRM organization you have access in your O365 deployment allowing you to quickly jump to those orgs from your current org.  In the main menu under “Home” you’ll see just the current Dynamics 365 apps.  Additionally, you’ll see a light blue vertical bar to the left of the apps / orgs that are Dynamics 365 orgs.

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When in your app, you’ll only see the dashboards, entities, forms, views, charts, and business process flows that you included in the design of your app.

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Apps are another great feature for a constantly maturing product and another sign that Dynamics 365 is getting closer to feature parity with Salesforce.com.  SFDC has had the concept of grouping Objects (their Entities) into Tabs that appear in separate SF Apps.  We’re excited to see where this concept goes in the upcoming releases (what other components they allow you to configure to be app specific), and are as always excited for all the new features being released with Dynamics 365.

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Dynamics 365 Apps security roles and other security considerations

July 14, 2017

I have recently built a few Microsoft Dynamics 365 Apps for a Dynamics 365 CRM Solution. I personally found the whole Dynamics 365 Apps idea to be brilliant as it does remove a lot of the clutter / noise / unnecessary entities, buttons, etc. that users don’t need. These are then replaced with a single App that only has what a user requires for their day to day operations. For example, a CRM call centre user will have an App that only shows the entities, forms, dashboards, business process flows, etc. that they need and nothing more. This provides a greater customer experience and higher user adoption and engagement (I saw this first hand).

Back to the subject of the post! Dynamics 365 Apps security can be applied using security roles as follows (source: :

  1. Go to Settings > My Apps.
  2. In the lower right corner of the app tile you want to manage access for, click the More options button  , and then click Manage Roles.
  3. In the Manage App dialog box, Choose whether you want to give app access to all security roles or selected roles.
  4. Roles. If you choose Give access only to these roles, select the specific security roles (Important: see point “a” below)
  5. Click Save and
  6. Finally, re-publish your App (the last step is optional).

Sounds simple, correct? Well, there are a couple of “Gotcha” considerations that you have to be aware of:

a. Any security role that you choose from the list of roles that can access an App, MUST (I repeat MUST) have the “Read App” privilege. You can check that by opening the required security role and navigate to “Customizations” and you will see the “App” privilege in the first line under security role -> customisations. This is really important:

b. You can hide the “Custom” app which is basically the original conventional Dynamics CRM standard access app to all security roles (except to administrators) by clicking on “Hide for all Roles” on the “Custom / Full” App. This makes this app disappear from the left hand list of available Apps to standard users. However, if the user types in the standard CRM url they will still be able to access it, yet with limited data access based on their security roles. For example, if a user typed in: https://yourcrminstance.crm4.dynamics.com they will access the custom / full app. You should always make sure your users only use the Apps in this case so for example:

https://yourcrminstance.crm4.dynamics.com/Apps/yourcustomApp

Finally, we all know that this great new features, Dynamics 365 Apps, is still a brand new capability so it will continue to evolve and improve in the upcoming releases – so watch this space!

Original Source

Microsoft Dynamics 365 SDK core tools 8.2.0.5

July 9, 2017

This package contains the official SDK tools authored by the Microsoft Dynamics 365 team.

The included command line tools are installed in the project’s bin\coretools folder.

To install Microsoft Dynamics 365 SDK core tools, run the following command in the Package Manager Console

Install-Package Microsoft.CrmSdk.CoreTools -Version 8.2.0.5

Download

CRM 2011/2016 Printing Issue After Installing Windows 7/10 Update KB4022715/KB4022725/KB4022719

June 27, 2017

After installing KB4022715 (Win10 1607) or KB4022725 (Win10 1703) or KB4022719 (Win7) (released by Microsoft on 6/13/17), which brings Internet Explorer to 11.0.043, CRM 2011 and Dynamics 365 (2016) users receive a “404- File or directory not found” when attempting to PRINT a Record (Contact, Report, etc.) to a physical printer or to a PDF.  The Print Preview window DOES properly show what will be printed – but the physical printout or PDF will show “404 – File or directory not found.”

Uninstalling the Updates listed above, which rolls Internet Explorer back to the previously installed version, immediately resolves the issue.

This is not a good solution as the above mentioned Updates contain fixes for many other things – beyond just updating Internet Explorer.

Original Source

Workflow Elements

June 24, 2017

Current Version: 1.0.4, released June 13th, 2017

Workflow Elements is a free solution for Dynamics 365 that gives you the tools to build workflow in ways you never thought possible. You can query for records (even filtering it to related records), insert tables into emails and tasks, format dates any way you want and more, all with a clean, easy to use interface.

In less than 5 minutes you can write a workflow that sends a fully customized itemized receipt to a customer with all of their product information. Normally you’d have to find a developer to write custom code for you, but not anymore. You can download for Dynamics 365 or 2016 below, or for CRM 2015 and earlier check out the download page for older versions.

button_download-for-dynamics365-or-crm

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Microsoft Dynamics CRM Project Service Automation Demo Data (update)

June 2, 2017

Demo dataset for Microsoft Dynamics CRM Project Service Automation capabilities

Version:
1.0.0.3

File Name:
PSADemoData.EXE

Date Published:
7/27/2016

File Size:
13.4 MB

To become familiar with the project service automation capabilities in Microsoft Dynamics CRM, it’s useful to have a pre-configured environment to explore. For this purpose, we’ve created a separate managed solution that makes it easier to explore and learn about the new solution. Running this package deployer performs the following actions: • Builds default parameters that drive behavior of project service • Creates default working calendars • Imports sample data such as resources, projects, prices, roles, and other key information • Associates resources with the proper working calendar • Updates images of contacts and accounts

Download
https://www.microsoft.com/en-us/download/details.aspx?id=52952

Microsoft Dynamics 365 for Field Service Demo Data (update)

June 1, 2017

Demo dataset for Microsoft Dynamics 365 for Field Service Demo Data

Version:
6.1.0.4

File Name:
FieldServiceDemoData_v6_1_0_4.EXE

Date Published:
1/5/2017

File Size:
10.0 MB

To become familiar with Dynamics 365 for Field Service, it’s useful to have a pre-configured environment to explore. For this purpose, we’ve created a separate managed solution that makes it easier to explore and learn about the new solution. Running this package deployer performs the following actions: • Builds default parameters that drive behavior of field service • Imports sample data such as resources, roles, work orders and other key information

Download
https://www.microsoft.com/en-us/download/details.aspx?id=54606

Stop Pop up for “www.crmdynint.com”

May 25, 2017

It seems that with the new Dynamics 365 CRM Online, there is been a pop up coming so often with the following URL “www.crmdynint.com”, the pop up keeps coming every few minutes and was really annoying to the point to investigate the source of this issue.

The pop up was related to the Learning Path functionality. To resolve the pop-up behavior you will need to open CRM Online and on the Options cog on the top right, and select the “Opt out of Learning Path” and then that pop up will stop.

The following screen shot will guide you the location for Opting out of the Learning Path functionality.

Learning Path PopUp Issues
Learning Path Pop Up Issues

That resolved for me! Hope will help you resolve the pop ups for you.

Original Source

Integration Tool for Dynamics 365/Dynamics CRM 2011/13/15/16

May 19, 2017

Documentation:
Learn how to use the tool with the Integration Tool Tutorial

Download the Integration Tool V1.18 here:
http://www.freedevelopertutorials.com/download/integration-tool-v1-18/.

Introduction

The Integration tool for Dynamics CRM can insert, update & delete records in Dynamics CRM and migrate marketinglists with their members as well. But not only this, you can use it to execute sql-commands against any databases and execute Commandline commands with it as well!

IntegrationToolScreen.png

  • Make sure .Net 4.5.2 is installed
  • If you find any errors, please post them under issues.
  • If you require any features, please post them under issues with the type feature.
  • If you have problems using the tool, please post under discussion.

Contributors are welcome!
If you’d like to contribute, please contact me and/or create a fork directly on github.

Sourcecode moved to Github: https://github.com/peterwidmer/IntegrationTool
Releases will be published here in future as well!

Architecture

The tool is made up of modules (red in the graphic below), so that it will be easy to extend it with new functionality.

IntegrationTool Architecture.png

Currently the tool supports the following types of modules:

  • Connections
  • Sources
  • Transformations
  • Targets

Each module is capsuled within an assembly, that implements the complete functionality of a module like the configuration-window and the execution-method. As entrypoint it must provide a class implementing the IModule-interface.

“The authentication endpoint Username was not found on the configured Secure Token Service” Error When Registering

March 14, 2017

TIP: When setting up ADFS, the ADFS website should only have a single binding: port 443. You should remove the default port 80 binding. Notice that in the error above, the address is http (not https) which means that there is communication taking place across port 80 to ADFS. This is not the desired configuration. By removing the port 80 binding in IIS from the ADFS website, and restarting the ADFS server, you should be able to avoid this error. If not, read some of the tips below.

If you see this error when trying to register or connect with ClickDimensions, there are several possible causes, all due to CRM/ADFS configuration:

  • The Username endpoint is not properly configured in ADFS; (This is the most common cause of this error. Some customers have been able to disable the Username endpoint in ADFS to correct this. Others have had to enable it depending on their specific configuration. Refer to Microsoft’s documentation for your environment.)
  • If ADFS and CRM are installed on the same server and using the same port, you can run into this error. Change the port that ADFS uses so it is different from the CRM website. More details here.
  • If you are using Windows Server 2012, there is a hotfix from Microsoft for a related issue: http://support2.microsoft.com/kb/2827748/en-us
  • The Federation Metadata in ADFS needs to be updated due to changes in the environment (adding a new org, making DNS changes);
  • The endpoint is unreachable due to a routing or firewall issue (or having incorrectly configured bindings on ADFS in IIS);
  • The user you are entering for the service account does not have sufficient privileges in CRM;
  • The time on your ADFS and/or CRM servers are out of sync by more than 5 minutes with internet time

To resolve this error:

First, make sure the user you have set up as the service account has Read/Write access to CRM and has a security role assigned that enables it to log into CRM remotely.

Next, make sure the Username endpoint is configured in the ADFS deployment that this CRM org is using:

  1. Log onto the ADFS server and open the ADFS management console. Go to ADFS > Service > Endpoints
  2. You’ll see a list of endpoint URLs here. Find the one for /adfs/services/trust/13/username of type WS-Trust 1.3
  3. Make sure that this endpoint has “Yes” set for both the Enabled and Proxy Enabled settings.
  4. If you have to make a change to this endpoint, after making the change re-start the ADFS server and the CRM server, then try to register again.

Lastly, if the above looks okay, it could be a resolution or routing issue blocking the connection. Make sure that there are external DNS entries for the path to your ADFS server (for example, https://sts.mydomain.com needs to resolve externally). Also, make sure that your firewall permits external access to the ADFS server. If you are able to, try to use a computer that is outside of your domain to navigate directly to the ADFS server to test its accessibility.

NOTE: This error also prevents connections from the Outlook client for CRM when connecting from outside of a network.

Original Source