Global Notification in Dynamics 365 Unified Interface App [Preview]

Here’s a great feature to add a warning/error notification which is scoped globally unlike setFormNotification() which is commonly used and remains within a form itself.

Xrm.App.addGlobalNotification(notificationObject).then(success, error); serves this purpose. Let’s see how –

Disclaimer: Please be aware this is a preview feature yet and I’ll update on this post once this is out of preview.

This is only available for the Unified Interface.

Scenario

Let’s say you have opened an Account form and you want to warn the user in case they are working remotely with someone and might have their screen shared. You want to show a message like this –
globalNotif

And even if they navigate away from the form, it will remain on the screen since it’s scope is global.
navigatedOtherPlaces

Or, user can chose to close it manually which appears at the end of the strip on top-right corner.
canCloseIt

You can also optionally add a button and make it navigate to another URL in case you want to share more info with the users (In my example, I redirected to https://www.microsoft.com/en-in/) –
learnMoreButton

 

Example

Xrm.App has 2 methods to do the needful –

Xrm.App.addGlobalNotification(notificationObject).then(success, error) & Xrm.App.clearGlobalNotification(notificationObject).then(success, error)

In my scenario, I want to trigger the warning message as soon as the user wanders into one of the Account records. So, in my case, I’ve registered the method onLoad of the Account form itself.
Here’s the code in my JS file for the same –

Some notes before we proceed with the code –

  1. type in the notification object is supported as 2 at the moment and no other types are supported.
  2. The levels are as below
    1. Success
    2. Error
    3. Warning
    4. Information

account = {
globalNotification: function () {

var learnMoreAction =
{
actionLabel: “Learn more”,
eventHandler: function () {
Xrm.Navigation.openUrl(“https://microsoft.com”);
}
}
var notificationObj =
{
type: 2,
level: 3, //warning
message: “Please make sure you are not sharing your screen!”,
showCloseButton: true,
action: learnMoreAction
}

Xrm.App.addGlobalNotification(notificationObj).then(
function success(result) {
console.log(“Notification created with ID: ” + result);

// More code here
},
function (error) {
console.log(error.message);
// handle error here
}
);
}

};

I’ve registered the Function as account.globalNotification. You can directly use globalNotification is you are writing function directly as function globalNotification() {}

fnAdded

This notification remains App-wide unless closed by closed by a user of closed using clearGlobalNotification method as mentioned by Microsoft.

Source documentation by Microsoft is here – Xrm.App

Since we are transitioning into Unified Interface, here are some other related posts that you may like looking at –

  1. D365 Quick Tip: Why BPF wouldn’t appear in D365 Unified Interface?
  2. Fix Ribbon icons on the Unified Interface in D365 CE
  3. Change the Unified Interface App Icons
  4. Unified Interface App URLs – 3 different ways

Hope this helps!!

Create a To-Do List Item of Important Outlook Emails using Power Automate

Since Power Automate is so powerful that you can creatively use it to improve your productivity at work. Here’s an example of how you can utilize a scenario where you need a quick checklist to make sure you respond all important emails for the day.

Power Automate

  1. You’ll need to create an Automated Power Automate and select the trigger as Office 365 Outlook. Select ‘When a new email arrived (V3)’ from the same and make sure you only select the High Importance marked emails
    selectOnlyHighImp
  2. Next step, create a To-Do Item. Select the List you have created. In my case, I created a separate list called ‘Respond Important Emails’
    toDoList
    And the step to configure the To-Do List item should be like this –
    addToDoStep
    In the above picture, I’ve made sure I select the correct List I want to create a To-Do in.

    And to give myself some time, I’ve added a reminder time of 2 hours from the time this Flow/Power Automate will run i.e. when the email will come in –
    add2Hours

How it works

Now, when an Important email will arrive in my Inbox as below –
actualEmail

Power Automate will create a To-Do in my created List
newItemAdded

And it will look like this –
reminderIn2Hours
Also, the reminder is set to remind me 2 hours post the time the To-Do item was created. Just in case I’m into something else, I’d set myself a reminder.

Hope this helps! And you can use your creativity to improve your productivity!

Show Ribbon button only on record selection in Dynamics CRM

One of the most common asks is to show ribbon buttons to only be shown when at least 1 record in Dynamics 365 ribbon button are selected.
buttonShow

Here’s how you can do it –

Enable Rule in Ribbon Workbench

This can be achieved using Enable Rule for the button you wish to show on selection using Ribbon Workbench.

Let’s say your button ‘Promote’ (in this case) is on the Main View of the Account entity. You can add the following Enable Rule to the command –
enableRuleBound

And in the actual Enable Rule, you can select the SelectionCountRule to make this happen. You can set the minimum value to 1 so that it appears when at least 1 record is selected.
acutalEnableRule

Result

Now, if you see – By default, the button is hidden –
buttonHidden

Now, as you can see, only when at least 1 record from the view is selected, the button is visible.
buttonShow

In case you are looking to hide a custom button, check this post – Hide Custom Ribbon Button [Easy Way] – Ribbon Workbench

Hope this helps!!

RSS notifications to your phone using Power Automate

RSS is powerful and taming it wisely really helps! 🙂 Here’s an example where I used it to get a notification whenever a new blog was posted by Microsoft in their Dynamics 365 Blog page. It is my attempt to stay updated on the latest posts so that I don’t miss anything.

Scenario

  1. Let’s say, for example, this is the website I want to read RSS feeds from. So click on the RSS icon – https://cloudblogs.microsoft.com/dynamics365/
    feedIconOnWebsite
  2. Copy the URL from the Feed page
    copyURL

Build your Power Automate

  1. Start by building your Power Automate, you can select the Trigger as RSS.
    createFlow
  2. Paste the URL copied from your RSS source above, and then add a step to send a Notification. You can have anything here, it’s up to your use case of what you want to do with the Power Automate further on.
    powerAutomate

Getting RSS Feeds on Phone using Power Automate

Now, once all this is set, here’s how I’ll get notifications on the phone once I have Power Automate setup and authenticated to the correct environment of Power Automate.

  1. Whenever there’s a new blog posted on https://cloudblogs.microsoft.com/dynamics365/, I get a Power Automate notification on the phone like this
    phoneNotif
  2. And when you click on it, you’ll see what has been posted, it will open up in the Power Automate app
    openPA
  3. And when you click on the link, it will take you to the actual blog Post
    actualPost

 

Hope this helps you in your application or use case! Cheers!!

 

Custom View Filter JS code not working in Dynamics 365 CE. Why? [Quick Tip]

One of the major pet-peeve is not understanding why the code isn’t working. And you for sure know you’ve written the correct code. But, thing just don’t work.

One such tricky situation is that of applying custom filter to fields using JavaScript in Dynamics 365 Customer Engagement apps.

Scenario

Let’s say you have a custom filter to be applied to a field and you’ve written your JS code on Load to apply the filter and everything (you know what you need to do!)

Example:
defaultCode

But the above is just not working. Why???
contactNotWorking

Reason

The reason is pretty simple! Because, the Lookup field is still using the one set on the field itself. Check that –

onFieldFilteringOn

 

The above should be turned off to make your code work since the field’s default OOB filtering takes precedence.
turnedOff

And now, your code should work (Provided everything in it correct)

working

 

Hope this quick tip helps!

Selecting (Current) in Environment in Power Automate CDS connector and why it matters

If you’re new to Power Automate, you must be wondering why am I given an option to select either (Current) or the actual name of the environment. Why can’t I just select the actual name?
selectEnv

Well, here’s why –

Importing into Other environments

So, when you import your Flow / Power Automate into other environment using a solution, be it from Sandbox to Production or to entirely different org in different tenant, here’s the behavior

(Current) selection

currentSelected

And if you Export this Flow and import into other Organizations, you can simply restore the connections to that organization by simply selecting the connection
authenticateCurrent

And it will be loaded with the current environment(s) as it was on the source environment
currentLoaded

Environment selection

Whereas now, if you have exported the Flow with Environments selected as the particular environment and not (Current) like below –
envSelect

When you import this into other environment, and when you try to authenticate, it will not go through and you’ll see something like this –
corruptedEnv

And if you wonder what the Org name is displayed in the picture above, it’s the Org Unique Name of the source environment
uniqueNameOfOldOrg

 

And that’s why, it’s critical to select (Current) environment when you develop flows and you know you want to have these imported to other environments.

Hope this helps!

Easier template selection & Manage Activities with ease in Dynamics 365 | 2020 Wave 1 Feature

Easier template selection and a improved Activities management view are pretty important features that got added in this 2020 Wave 1 Early Access. Here’s what they are!

Disclaimer: Before we proceed, please note that this is a part of the Wave 1 2020 Early Access. We can’t be sure if this will make it to the final release. Also, you can enable Early Access into your Sandbox instance only and test since it’s not recommended for Production at this point.

Easier Template Selection

Now, you can preview how the Email will look like before you select the template in the Activities
First, you need to click on Insert Template once you select the recipient of the Email
insertTemplate

And you can preview what each applicable template will look like before making the selection
previewInNewUI

And when you select Apply Template, it was applied to the actual email.
oldPostSelection

Please note that this is only in Dynamics 365 and doesn’t translate the same to Dynamics 365 App For Outlook’s Add Template feature. By the way, if you’re looking to set up D365 App For Outlook, please check these related posts –

Summarizing D365 App For Outlook Setup in 3 steps with Exchange Online mailbox

Using Templates from D365 CE in D365 App For Outlook

Old Template Selection

Old Template selection was just selecting the Template itself and you had to rely on your knowledge of what template to use from your system
oldSelection

Manage Activities with Ease

Now, with the 2020 Wave 1 Updates, you can now manage your Activities with ease. Simply by going into Activities, you can directly choose how you want to filter what Activities should be seen instead of going into several branches of Views and then making the selection.

newActivitySelection

Now, you can filter by the Due Date of the Activity, by default is set to All so that All Activities show
dueAll

 

And you can also select what type of Activities you want to see by selecting from Activity Type
activityType

These very simple yet powerful features are sure to make your work around Activities area a lot better. Hope this helps!