D365 Quick Tip: Why BPF wouldn’t appear in D365 Unified Interface?

Got stuck trying to figure out why the Business Process Flow you created/modified couldn’t be seen in the Unified Interface?

Like I have this BPF called ‘Onboarding Process’

actualprocess

But when I look at the form on the Sales Hub, it won’t show up
blankrec

 

And when I Switch Process and try to apply, it won’t apply either
applying

Where could we check to make sure it appears –

  1. Whether it was Activated.
  2. Whether it was corrected ordered in the Order Process Flow
  3. Logged in user had correct privileges to access it.
  4. Even trying to switch to the process won’t make it appear!

and so on.

But there’s one thing that needs attention when

App Designer is the answer

The reason is the App Designer for the Unified Interface app you are in.

  1. In this case, the Sales Hub app.
    Open the Sales Hub app and look for Business Process Flows section and expand it.
    missingprocess
  2. On the right hand pane, find your BPF and add it in the App Designer
    foundprocess
  3. Once you added, it should appear in the included BPFs. Save and Publish once confirmed
    added

BPF is now applied

Now, your BPF is finally added and you can work on it.
appeared

Hope this helped! 🙂

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Failed to Generate Excel error when trying to Export Data from Advanced Find

Here is the most common issues seen while trying to Export data to Excel from an Advanced Find view. And you end up seeing this error which says ‘Failed to Generate Excel’ –

error

Getting the Error

  1. So this is what you typically do – When you run an Advanced Find and click on Export when you see the results
    exportofaccounts
  2. Or, when you are in an entity’s view and you want to Export to Excel right from the ribbon button like this –
    exportfromview
  3. But, as soon as the File is being generated and you feel you’re there –
    generating
  4. You see this –
    error

 

Culprit

The reason for this is – Redundant Display Names of the fields used in the View you are exporting
duplicatedisplaynames

How to catch this

The easiest way to catch this is trying to Export the view to Excel Online, this will give you the exact error
exacterror
The Downloaded Log File won’t help much in identifying the column that is duplicate though, you’ll need to go through the Columns manually to check

 

Hope this helps! 🙂

 

Linear Slider Custom Control in D365 v9.x UCI

Using Custom Controls is the new cool in Dynamics 365. Specifically, if visual cue of approximation or ‘to what extent’ is priority over the textual/numeric data, using Custom Control is the best way forward.

Something like this –

featured

Use Case

In my use case, I want to know the client budget so that I keep Quotes for them around the range they can afford.

Now, number will give me an idea. But a visual cue of the same will let me know the spending capacity of the client in the bigger picture.

So, I’ll use Linear Slider custom control on the Client Budget currency field to show a slider as well as the currency value.

Enabling Linear Slider on Currency Field

  1. So here, Client Budget (new_clientbudget) is my Currency type of field in D365.
  2. On the Form Editor, I’ll go to Properties of the field and go to Controls. Click on Add Control…
    addcontrol

  3. Select Linear Slider among others and click Add.
    addslider
  4. Then, I’ll set the properties of the control. Make sure you enable them for Web, Phone and Tablet as per your preferences.
    sliderproperties
  5. I’ve set the min and max range for the control, also that step which should reflect while moving the slider.
  6. Finally, click OK and publish changes.

 

Linear Slider

featured

You can even input custom number in the box and the slider will set to it.

manualnumber

 

Hope this was useful! 🙂

Thanks for reading.

D365 Quick Tip: Choose how currency field is displayed

In D365 CE Apps, you have 2 options to display the currency fields, by symbol or by the currency code.

Symbolic representation

symbolic

Currency Code representation

coded

Setting

With a simple setting, you can apply this change organization wide. Navigate to Settings > Administration > System Settings and under General tab, look for Set the currency display option.
setting

Pretty simple! 🙂

Run Dynamics 365 Diagnostics to check network latency

If you’ve heard complains about D365 running poorly throughout on a particular day, not necessary the issue could be with D365. It could be network latency.

And one of the first thoughts would be “To try on a different browser” without much investigation on it.

In fact, it could be bandwidth or latency issue. You’ll need Dynamics 365 Diagnostics here.

Check Latency

  1. You need to login to your browser session with your D365 credentials
  2. Enter this URL in a new tab https://<ORGNAME>.crm.dynamics.com/tools/diagnostics/diag.aspx
  3. It will show you a Dynamics D365 Diagnostics page like thisdiagnosticspage
  4. When you click on Run, it takes a few seconds to perform the test before showing you the results
    results

Hope this helps!

 

Enable entity for Party List selection in Appointment

Out-of-the-box, you have fixed set of entities enabled for Party List fields in Appointment entity. Of which, you can select to be either in Required or Optional fields on Appointments.

But, what if you want to enable a custom entity for the same? You can do that was well.

Enable Entity for Sending Email

  1. In your custom entity, you can turn on Sending Email option on the entity level and the entity will be enabled for Party List.sendingemails
  2. And Publish your customization.
    Now, when you select the Required/Optional field in Appointment, Look for More Records
    lookForMoreRecords.png
  3. Select the Look For option to expose available entities
    expandlookfor
  4. And look for the custom entity you created i.e. Office Representatives my this case.
    selectentity
  5. And select the record you want
    jamieg
  6. And the custom entity record will be added to the Party List field
    addedtolist

The reason your see them enabled is because Email Address (emailaddress) field has been created for the entity i.e. the entity is now Email enabled.

Hope this helps!

Use Azure App Passwords for MFA enabled D365 authentication from Console App

If you have a Console App that authenticates to D365 using a credential (typically, an Administrator) but now the administrator is setup for Multi-Factor authentication, your Console App won’t work. So here’s what you can do.

If you first want to check out about enabling Multi-Factor Authentication, you can check my blog post on it here – Office 365 Admin: Quickly Enable Multi-factor authentication for users

Standard Authentication vs MFA enabled User

When there’s not MFA enabled for Dynamics 365 (Office 365) account credentials, you are able to connect to the organization with no issues and get the CRMServiceClient in your application easy.
authenticated

But, if you have Multi-Factor Authentication enabled for a credential that is used in Console Apps to connect to D365, the Console App will not connect and the CrmCerviceClient will have null as below with the error ‘Unable to Login to Dynamics CRM

unabletologin

Managing App Passwords on Azure Portal

Once you have multi-factor authentication enabled for your account, you can go to portal.azure.com and manage App Passwords as follows –

  1. In Azure Portal, go to your account settings.
    gotoaccount
  2. Then, go to Additional security verification
    additionalsecurityverification
  3. Look for App Passwords
    apppasswords
  4. You can manage and create more passwords here
    manageapppasswords
  5. Create a password if you don’t want to use a default one or want to use different passwords for different apps. Give it a suitable name and click Next
    createapppassword
  6. Copy the password as it is the only time it will be displayed.
    copypassowrd
  7. And you can see your passwords as you create them
    morepasswords

 

Implementing App Passwords in Console App

As the name suggests, App Passwords will let you create special passwords for applications to authenticate to Dynamics 365 without needing to go through multi-factor authentication like when you’re running a Console App to connect to Dynamics 365

  1. Go to the Password in the credentials in the App.Config of the Console Application
    oldpassword
  2. And replace it with the App Password
    newpassword
  3. Now, Build the application and run it. It will authenticate successfully.
    authenticated

Hope this helps! 🙂