Perhaps you want to select what all Appointments should be synced to Outlook and not all from Dynamics 365. You can simply have a custom filter control this behavior for yourself and choose which all Appointments should go over.
Customization
Add a new Two Option field in your Dynamics 365 Appointment entity which will specify if the Appointment should be sent to Outlook or not.
Personal Settings
Now, you’ll need to add this field to the My Appointments view for yourself. You can do so by going into your Personal Settings from the Gear Icon on top-right corner
Then, go to Synchronization and select filters as shown below
You can modify the My Appointment view in your custom filters as follows
Choosing which Appointments to Sync
Now Appointment 1 and Appointment 3 are marked as Is Syned? == Yes. So only those will appear in the Outlook and the rest will stay in D365 itself.
Scenario
In my Dynamics, I created 3 Appointments – Appointment 1, Appointment 2 & Appointment 3.
Of which, Appointment 1 and Appointment 3 are marked to be synced and Appointment 2 is marked to not Sync. See below –
So, only Appointment 1 and Appointment 3 will be synced and not Appointment 2
Now, as opposed to previously summarized % of the total capacity available, Microsoft is providing new entitlements for different types of storage consumption –
Zoomed below
As mentioned above, the bifurcation is as follows –
DATABASE: All other entities apart from the ones mentioned below.
FILE: Attachment, AnnotationBase tables
LOG: AuditBase, PluginTraceLogBase tables
Per Environment View
A Per Environment View looks like below and you can click on the Graph icon to go into the details At this point, information for the Graphical details are yet to be available. I’ll update post this is available for me too.
Availability
New Capacity model differs and will be available once the current term ends. More information from the links in the More Information section below
Fill suitable details and proceed. Also, check the last section in this blog to see the difference since I chose another region than my source/original tenant when I created the D365 Trial instance (It was North America).
You’ll see the message once this is being created.
Finally, once completed, you’ll see this message where you’ll be asked if you want to proceed to creating the database as well. I recommend to create the Database as well, this will save time.
Creating Database
Considering you came here from creating the environment itself rather than choosing to create a Database to an existing environment, we’ll see how we proceed from the last Create database section.
Once you select the Create database from point #4 in the above section, you’ll see be asked to select the preferences of the database.
Once you select the Currency and Language, the creation of the database will take place
Once done, you’ll see that the environment and database will appear in your list.
When you open the environment, you’ll see that for a few moments, this is being provisioned.
Once the message goes away, you’re all set!
Instance Region
Now, note that my CDS Environment is created in the Asia Pacific (APAC) Region.
And I don’t see my other regions here because the URL I’m on is port.crm5.dynamics.com
Whereas my original D365 Instance that got created with this trial exists on the port.crm.dynamics.com Admin Center
So, with all the buzz about the transition to the Unified Interface, I came across this issue where Url Command Action doesn’t work on the Dynamics for Phones app for a custom button
Scenario
I’m Url Command Action in the Ribbon Workbench’s custom button to navigate to a PDF User Guide stored on the SharePoint for users to simply click and navigate.
Now, this works fine on the classic Web UI and Unified Interface Web Application.
But doesn’t work on the Dynamics for Phones app! Nothing happens when you click on it.
Workaround/Resolution
So, the workaround is, using JavaScript method to navigate the URL as shown below
Write a JS file which uses Xrm.Navigation.openUrl(<link>);Â instead.
Remove the URL Action Command and use JavaScript Command instead in the Ribbon Workbench.
And this should work on your phone app when you click the button there and it should successfully navigate to the said URL (my SharePoint Document in this case)
Related
Here are some of my other posts that are related to custom ribbon button –
In most cases, customizers/administrators leave the Date & Time field as Local without paying much attention to detail.
With involvement of time, there are 2 behaviors while creating the field (or changing them, but there’s a catch)
You can change from Local to Time-Zone Independent any time, but can’t change from Time-Zone Independent to User Local once saved this way.
User Local
The Date & Time displayed in this field will be converted to the time-zone you are situated in.
Let’s say, the Date & Time is stored in UTC behind the scenes was 25th June 2019 6.30 PM, so whatever was stored, it will be converted to your System User’s local time according to the Settings. See below –
Time-Zone Independent
This type of Date & Time of field, the time is stored in UTC, regardless of where you are located in the world.
If it is 6.30 PM on 25th June in UTC, it will be 12 AM in India on 26th June
It’s pretty basic, but needs to be done carefully!
One of the easiest and useful feature of a Business Process Flow is being able to Implement and Action right from a Business Process Flow just with a click of a button.
Here’s how you do it.
Let’s say you have an Action that you want to trigger that the Account was Approved for some sort and you want to alert the Stakeholders. You can have this functionality in your Action and call the Action from the BPF itself.
Action
Let’s say your Action has some logic as below which you want to execute when you trigger Action on BPF
Make sure your Action is marked as below for it to be enabled for adding in a BPF
Once this is set, let’s move to the BPF part.
Business Process Flow
In a BPF, since you have enabled your Action to be added to BPF, you’ll be able to add it as below.
In the Properties, look for your Action Process and select it and click Apply.
Make sure you’ve clicked on Apply.
Now, you’re all set. Let’s see how it works.
Execution
Now, this is how you’ll see your Action on the BPF on the record,
When you click on Execute, it will mention (if you don’t have any Input parameters) that there are not parameters and ask for Confirmation
Once you confirm, this is how it will show while executing –
Typically, when you track Email/Appoint records from Outlook, unknown senders are created as Contacts in Dynamics 365?
A new Email from unknown recipient.
And if you track this Email using D365 App For Outlook, a new Contact is created in D365 without you being notified about it.
And the Email from the Saved Contact in D365 appears like this
Now, this could be unwanted. And there’s a simple way to turn this off!
Disable Contact/Lead creation
This setting is controlled from your Personal Settings. Under Email tab, look for the option that let’s you create Contacts/Leads for tracked Unknown Recipients.
Once you un-check the same, when you track the Email/Appointment with unknown recipients, new Contacts will not be created.
And you could identify this by simply going into Emails and seeing that the Email address appears rather than a Contact.
Remember, there are a lot of considerations for security and synchronization. The above setup is recommended for all first time Outlook and Dynamics users. While all this, I would like to summarize the steps for all you first time users!
Here’s a crash course guide to setting up D365 App For Outlook for new on-boarders.
Part 1 – Outlook License
So, you can have any of these licenses which has Outlook service included. Be it Enterprise E3, E5 etc. Basically, you need an Exchange Online mailbox. Also make sure the license is assigned to the user and Mailbox is created as below.
Part 2 – Enable Server Side Synchronization
Once Mailbox is setup for the User. Now, let’s go the D365 For enabling Server Side Synchronization on the user’s mailbox. Remember, you must be a Global Administrator to Approve the Mailboxes.
Go to Settings >Email Configuration > Mailboxes. Open Mailbox you want to enable SSS for.
Then, click on Approve.
Then, click Test & Enable Mailbox from the ribbon.
This is important, if you have multiple instances like Production, Sandboxes etc. Choose if you want to only enable it for the current organization and not else where, select the checkbox.
The Mailbox in D365 will complete testing in a few minutes and you should see the status of the same as Success if everything went well.
Part 3- Enable D365 App For Outlook
Now, once Server Side Synchronization is enabled, you’ll need to go to Dynamics 365 App For Outlook in Settings.
Now, in my case, I had selected to enable this feature for anyone who has already been enabled with Server Side Sync to also be enabled for D365 App For Outlook.
Hence, when I opened the App, I could already see my being added to the App!!
Else, you’ll need to add other users explicitly by selecting them and clicking on Add App To Outlook button on the view shown above.
READY!
You’ll see the Dynamics icon that denotes the D365 App For Outlook, you can click on it and the D365 App For Outlook is ready to be used for that selected item.
One of the most common requirements is to upload images to SharePoint using PowerApps. From my learning from various sources, I’ll try to “demystify” my explanation to send/upload an image to SharePoint Document Library using Flows on my Canvas PowerApp.
Ingredients
Assuming you have the following things already in place in PowerApps as well as in SharePoint
PowerApps’ Camera/Image control and a Submit button. In my case, the image above is a camera so that I capture the image I want and the image below is the Image control to show me what I clicked.
A SharePoint Document Library to record, say, Incidents.
We will get to the Submit button on the PowerApp once we create our Flow.
Flow
Let’s create a Flow to pick the Image from your PowerApp, convert it to binary and send it to the SharePoint Document Folder location called Incidents.
Since we want to trigger the Flow from the PowerApps itself, we will select the trigger of the Flow as ‘From PowerApps’ and hit Create
Once your Flow is ready, leave the first step of PowerApps because that’s the trigger. Add Step to create a SharePoint file and fill in the details of the Document Library you have created.
Fill in the FileContent as above. You’ll need this to be converted in the intermediate step after this.
Now, you’ll need to add an additional step in between PowerApps and the Create SP File step as below. It will be a Compose action.
In Compose action, under Expression, select dataUriToBinary expression and make sure you open the bracket as well.
Now, go back to the Dynamic Content section and select the CreateFile_FileContent to complete the formula.
Click OK on the screenshot above and the formula should be set.
Now, replace the File Content section to take in the Output of the Compose step.
Save your Flow and your complete Flow should look like this.
I’m naming my Flow as ‘IncidentFlow’ so that I can identify it.
Adding the Flow to Submit button
Going back to the PowerApp, let’s Run this Flow on the selection of the Submit button and pass the image.
Now, select the Submit button, and on the Formula bar, add the Flow you created, I named it IncidentRun. Select the same so that the Formula comes as IncidentRun.Run( for you to pass on the image.
Now, pass the latest image on the collection i.e. the same image which is being displayed in the image control below.
Running the App
I just ran the app on the desktop itself, you could do it from your phone too!
So I clicked on the Camera when I was ready, the image appeared in the image control and I that was what I wanted to upload. So I clicked on Submit button.
The flow was successful
And my image was in SharePoint too!
I know it is a lengthy post but I tried to summarize as much as possible. Make sure you have a way to uniquely name each file or else, the same file will be overridden.
So, since adoption of Unified Interface is growing, people are asking – “What happened to the Ribbon icons?”. Well, a simple answer to this is tweaking the implementation a little.
Typically, you have custom icons on your classic Web UI that look like this –
But the same looks like a puzzle piece in the Unified Interface –
So, here’s what you need to do. Icons on the Unified Interface take SVG format. You’ll need to take you existing PNG Web Resources
Creating SVG Icons
Like most online services or applications, you can easily convert images to SVG. In this example, I’m using this online tool – https://www.online-convert.com/
For this example, I used https://convertio.co/png-svg/ And I got my converted SVG document downloaded.
Now, create a new Web Resource in SVG and Upload the same.
Ribbon Workbench
Once your Web Resource for the SVG format is set, going back to your Ribbon Workbench customization work space, go to the Button where you wan to update the icon and select the SVG Web Resource under Modern Image as shown below
Publish Changes and See
Once your customization are published, you can simply refresh and check that your image has been updated
Note: An online converted might not give you an accurate image. However, it is best recommended to create SVGs on an app. I’ve heard recommendations about https://www.syncfusion.com/downloads/metrostudio
