Set Lookups in Xrm.WebApi D365 v9 correctly. Solving ‘Undeclared Property’ error

November 22, 2019November 22, 2019 priyeshwagh777 CRM with .NET Web Applications, Customizations, Dynamics 365, dynamics 365 customization customization, dynamics 365 web api, javascript

Using Xrm.WebApi needs you to be careful with the field names and what to use when. Especially, when you are dealing with Lookups.

One of the most common errors you’ll come across is the one like below – “An undeclared property (fieldname you entered) which only has property annotations in the payload but no property value was found in the payload.”

This is confusing as to what needs to be put in while setting the lookup.

If you have done the below, entered the name of the field which is all in small caps –

object[“msdyn_resourcerequirement@odata.bind”] = “/msdyn_resourcerequirements(<Guid>)”;

This will result in the above error!!!

You’ll need to put the Schema name of the lookup field instead and this should solve your problem –

and the code should look like this –

object[“msdyn_ResourceRequirement@odata.bind”] = “/msdyn_resourcerequirements(<Guid>)”;

And this should totally work for you!!

Hope this helps! 🙂

Create your own Insight Cards with Power Automate in Sales Insights

November 19, 2019 priyeshwagh777 d365 for sales, Microsoft Flows, Microsoft PowerApps, Power Automate Dynamics 365, dynamics 365 ai for sales, dynamics 365 for sales, Microsoft Flows, Power Automate, sales insights

Sales Insight’s cards are not just restricted by what is provided by Sales Insights for your Org, you can make your own using Power Automate too. Here’s how –

Requirements

These features aren’t free under Free Features of Sales Insights. Sales Insights license is for $50/user/month. More info on licensing here – Sales Insights Licensing

For free features, only pre-defined Insight Cards show up. You don’t get to create your Cards. To try this feature, you can create a 30-day Sales Insight trial.

Scenario

Let’s say you have a custom field on the Account called as Renewal Date which holds a Date of renewal for an account. And you want to create an Insights card to show up whenever this date is within 5 days –

Create a new Insights Card using Power Automate

Let’s say you have Sales Insights already setup in your Org and you have moderate knowledge of Power Automate (formerly known as Flows)

Navigate to Sales Insights settings in Sales Hub > Global Settings > under Assistant Studio, look for Home and you’ll see a button to Create a new Insight card.
Since our requirement is a pretty common one and Power Automate has a template for it already, you can select one or even start from scratch.
Make sure all the permissions are correct and you’re set to modify a Power Automate Template (or create from scratch)
Let’s say you are making this run on a daily business during your non-business hours.

Little Tweak to store a Reminder Date in D365

I wanted to have a custom reference of the Reminder Date in my own way in D365 instead of making the Power Automate query more complex.
I’ve created a Calculated Date field for RenewalReminder to store date of 5 days before the Renewal Date and this will be maintained for all records.

So that the field stores 5 days prior to the Renewal Date

(I’ve hidden it away in actual implementation later on)

In the past, I’ve implemented a similar scenario to store current date used for views in D365, reference Blog: Store ‘Today’s Date’ in a field to use in workflow conditions in D365 CE

Design Power Automate

Since we’ve chosen a template to get a reference from, feel free to remove/modify whatever you need to –

Now, I want to Flow to be triggered every day at UTC midnight

Details: Every midnight, fetch me Accounts where I RenewalDate has passed so that selective Accounts will be queried, and then I want to create cards for those accounts in the next step.
And I’m only comparing the RenewalReminder field value to the current date since it will run everyday
In the final step, for Each account, I’ll create a Card with the Account’s details which the user needs to see.

I’ve set some properties which are quite self-explanatory. I’ve made the Open button on the card to open the record itself.
And I’ve also made the card to show up only until the Renewal Date. (Maybe setup a separate process for Accounts past renewal date)

And that’s that! Your Power Automate is ready to create Insight Cards which remind you of an upcoming renewal

Seeing it Run

Now, every day when the Power Automate runs, it will create Insight cards for you and they’ll appear as you’ve configured them. In this case, For Alpine Ski House account, the Renewal Date is 20th Nov, so the card has started showing up since 5 days before the Renewal Date (Date stored in RenewalReminder for referencing, you can choose your own way to do so in Flows)

Even in your Dashboards, since you’re the owner of the record and it’s set to show only to the owner, you’ll see it and clicking on the Open button will open the Account record itself

Hope this helps!!

Import multiple Users in Office 365

November 18, 2019 priyeshwagh777 CRM with .NET Web Applications, Office 365 Administration multiple users, office 365 admin

One of the common asks to import multiple users in Office 365 is to be able to create multiple users in most efficient way possible.

Here’s a quick guide to do so using Import multiple users feature in Office 365 Admin Center.

Download Template for Importing Users

Let’s say you are in the Admin Center using portal.office.com. Under Users, You’ll find a button to Add Multiple Users
And the feature let’s you download a template with some sample data in case you’re unsure of what to enter.
Once downloaded, you’ll get the Excel in your system
Now, you’ll see some sample data which you can simply delete to add your actual data.
And let’s say, your data looks like this. I’ve added Kuldeep Gupta and Subhash Mahato, 2 users with some info.

Import Back into O365

Now, we are set to import this in O365.

On the same feature, look for Browser button to import.
Click Verify to validate the info entered for any errors. Once verified, you can click Next.
On the next step, I’ll assign licenses and proceed by clicking Next.
Once the processing is done, users will be added
And you’ll see 2 new users in O365 with the selected licenses

Hope this was easy! 🙂

Viewing Emails as conversations on the Activity Timeline in D365 CE

November 10, 2019November 10, 2019 priyeshwagh777 d365 for sales, Dynamics 365 CE d365 for sales

When you have Timeline and you actually use it to check related Activities, won’t it be really cool to see which emails are in a chain? Like which ones are a part of the conversation?

Well, that’s exactly what this little but extremely beneficial feature let’s you do.

Now, can you tell, by just looking at the below Activities that have come in and arranged sequentially (traditionally)?

In the pic above, they are all a part of the same email chain but have come at different times so appear distinct and you can’t easily make out that they actually are a part of the same email conversation.

So now, you can now view Email activities as conversations on the Activity Timeline!

Personal Settings

Open your Personal Settings in D365 CE and go to Email tab as shown below. Look for ‘Show emails as conversation on Timeline‘ feature and turn it on.

Viewing Emails as Conversations

Now, it’s pretty easy to look at activities that are a part of the same email conversation. And they are denoted by a visual cue that indicates they are chained together –

Note: This feature is available only on the Unified Interface and won’t be available on the Timeline on the classic UI.

Hope this quick tip helped!

A manager is required for non-project time entries, absence, and vacation error in D365 PSA v3

November 5, 2019November 5, 2019 priyeshwagh777 CRM with .NET Web Applications, Dynamics 365, Dynamics 365 CE, Dynamics 365 PSA d365 psa, non-project time entries, project service automation, projectserviceautomation

In PSA v3, there occurs a scenario where Resources (Users) have to enter about their absenteeism and they’re not able to submit the request successfully on the Time Entry grid.

Error while Submitting Absence/Vacation & Non-Project Time Entries

Typically, when a Resource has to make an entry for Absence but doing the below
And then clicking on Submit.
But, doing so gives an error!

Let’s look at what was missing in readying the system for using PSA for the Resources –

Adding Manager for a Resource

Evidently from the error message itself, a Manager is required to approve the non-project time entries. Here’s how you can set it up!

In PSA, it is required that ‘Manager’ is set for a Bookable Resource to be able to submit an absence/vacation/non-project time entry. Quite logical.
So, In User record (associated with the Bookable Resource record of the actual user), the Manager should be assigned.
Like below, if there’s a manager present, the Resource should have no trouble submitted non-project/absence Time Entries.
And once this is set, the entries should be submitted without an issue like below –