365”

March 30, 2019March 30, 2019 priyeshwagh777 CRM with .NET Web Applications, Dynamics 365, Dynamics 365 CE customizer, developer, Dynamics 365, Dynamics 365 CE

I know how it’s like to be a developer/customizer for D365 and having to fumble between windows to reach ‘name’ of fields, look behind the scenes trying to get a schema name, etc.

But all of that is simplified with this Chrome extension called as Level up for Dynamics CRM/365 offered by Natraj Yegnaraman

Link: Level up for Dynamics CRM/365

Using the Chrome Extension

Add the extension to Chrome as below –

Once you see Level up icon on Chrome like below, you can use it so do common tasks and much ease –

And when you click it while in D365, you’ll get tools that you could use to work your way in Dynamics 365

One of my favorite among these, as a customizer/developer is – “Logical names”. I shows the logical names of the fields/Tabs and saves me time from going in to Solutions or opening the Form Editor

Loved this and the way it works!

D365 Quick Tip: Hide Dashboards in D365

March 28, 2019 priyeshwagh777 CRM with .NET Web Applications, Dynamics 365, dynamics 365 administration, Dynamics 365 CE dashboards, Dynamics 365 CE

This being an obvious approach to how Dashboards are by default seen by all. And how you can disable/hide for users. Even for D365 System Administrators!

Unlike usual forms, view or other records,

And Deleting the Dashboard isn’t an option.

Enable Security Roles way

So a simple trick is to remove entire access from Enable Security Roles

Make sure Display only to these selected security roles

And then just untick if you want to provide no access to anyone

Hope this works!

Show specific entities in Activity Party List Lookup in D365 Activity entity

March 13, 2019March 14, 2019 priyeshwagh777 CRM with .NET Web Applications, Customizations, Dynamics 365, Dynamics 365 CE, dynamics 365 customization D365 Customization, dynamics 365 activity party, party list

Out-of-the-box, D365 Activity Party List field, say, Appointment’s Required/Optional Attendees fields lets you choose among multiple Activity Party enabled entities when you want to select records. And perhaps you don’t even want users to select what’s not relevant.

Let’s look at how we can show only the required entities in the selection list.

Before that, if you want to check how you can enable custom entities for the Activity Party, you can refer this post of mine – Enable entity for Party List selection in Appointment

Hide entities from the Activity Party List field

This can be achieved by writing a simple JS code and calling it onLoad of the Appointment form where the Party List field exists.

Let’s say you only want to show the entities Lead and Contact in the Required Attendees Party List field

Here’s the JS code that goes on the onLoad function of the Appointment form

// JavaScript source code
oAppointmentFormCustomization =
{
filterRequiredAttendees: function () {
Xrm.Page.getAttribute("requiredattendees").setLookupTypes(["lead","contact"]);
}
};

And call the method filterRequiredAttendees onLoad as below
The Appointment’s Required Attendees field will show only the entities you provided in the setLookupTypes([“lead”,”contact”]);

Hope this helps!

How to add Rating Values to Rating Models in D365 Field Service and PSA

March 11, 2019March 13, 2019 priyeshwagh777 CRM with .NET Web Applications, Dynamics 365 CE, Dynamics 365 PSA d365 customer engagement, dynamics 365 field service, Dynamics 365 PSA, rating values

Rating Models and Rating Values are attributed to Bookable Resources in Dynamics 365 PSA and Field Service. Out-of-the-box, there are 3 Rating Values – Familiar, Good & Proficient. But obviously, you want to customize to have your own.

This is a tricky change and this post will exactly describe before you end up doing something wrong.

If you think all you need to do is add a Rating Value to the Rating Model and save, it won’t work

Because when you do this, the Value field is locked and you can’t enter anything and just saving the record with the name of the Rating Value will result in the error as shown below

Update Max Rating on Rating Model

So, the right way to do it is to update the Max Rating Value on the Rating Model record.

As soon as I save the record, see the an additional Rating Value appears. And in fact, these are the new records that were created when you updated the Max Rating Value and not that the old ones were renamed to ‘Enter rating label here…’

Note: You can simply enter the record and update all the Ratings inside to the corresponding values.

What happens to existing Ratings used for Resources?

They are all there but have been deactivated, if you query all the Rating Values as is, you’ll see the ones created due to the change we did above and the ones that already existed were suffixed with “[Inactive]” label. See below –

Well, since these are all the new records created, the old ones are ‘Deactivated‘. What remains with the existing Bookable Resource Characteristics records are the Inactive ones.

To update these, you can do a simple Advanced Find by querying one of the inactive Rating Values and updating them using Bulk Edit to set the new one.

Query the inactive ones
And simply Bulk Edit to update the Inactive ones

By the way, if you want to Bulk Clear and start fresh, you can check my blog on Bulk Clearing fields using Advanced Find here – D365 Quick Tip: Bulk Clear field values

Hope this helps you!

Use Read-Only grid among Editable Grid enabled entities in D365

March 5, 2019March 5, 2019 priyeshwagh777 Customizations, Dynamics 365, Dynamics 365 CE, dynamics 365 customization Dynamics 365, dynamics 365 customer engagement, editable grid

When you enable Editable Grid for an entity, all the public views become Editable Grids, correct?

And if you wonder if you can keep certain grids as Read-Only and the rest as Editable, your assumption is correct. Here’s what this blog is about.

You can still go back and select a particular grid which you want to keep as a classic Read-Only grid

Let’s say you have added the Editable Grid under Controls. This will apply Editable Grids for all the Views on that entity.
And you want Vendors view, for example, to show the classic Read-Only grid, open it up.
Select Custom Controls.
And force-add another Read only grid even if it says the Default one is already selected.
Save and Publish you changed and check
And the rest of the grids will continue to be Editable Grids

Note: I tried this on the Unified Interface and this works. Somehow, it didn’t work on the Classic Web UI.

Hope this helps!

D365: Why do fields go missing from Advanced Find

March 1, 2019 priyeshwagh777 Dynamics 365, Dynamics 365 CE advanced find, dynamics 365 customer engagement, missing fields

At times, end users are used to working with Advanced Find a lot without having much control over what they can customize. Because for obvious reasons, they are users. And not someone who customize the system.

In this case, they might also not know what they can’t search for in the Advanced Find and are led into believing that all the fields are being shown.

And they could even wonder why it doesn’t appear in Advanced Find when they can see it on the Form/View.

However, there’s a configuration which can either hide/show the fields in the Advanced Find.