Use Learning Path for your D365 v9.x Organization – Part 2 | Sidebar

Sidebar is a component in Learning Path where you can design a Sidebar that appears like a tray popping from the right side of the screen. You can have quick help items in it so that new users to D365 can use it to get help on the most frequently requested items in your Organization.

Before you begin, you can check my post i.e. Part 1 post of this series on setting up Learning Path in D365 – Use Learning Path for your D365 v9.x Organization – Part 1 | Setup

Also, check out Guided Tasks in this blog post – Use Learning Path for your D365 v9.x Organization – Part 3 | Guided Tasks

In my last, I setup Learning Path in D365 Org, let’s take a look at designing one of the aspects of Learning Path i.e. Sidebar

Creating a Sidebar in Learning Path

  1. Assuming you have gone through the setup of Learning Path and you are now navigated in your Org to Training > Content Library. Content Library is open and you need to select Sidebar
    createSidebar
  2. On opening the same, you’ll be asked to set preferences of what should the details of the Sidebar be
    sidebarProp
  3. On clicking Save, a designer pane will open on the right hand side of the Page like so
    editorOpened

Designing your Sidebar

Now, let’s put a few items on the Sidebar and publish it to see how it looks

  1. I’ve given a suitable Title to my sidebar, I’ll call it CFT117 Helpdesk for now. Then, when I want to first item, I’ll click on Section #1 below that and a Pencil and Delete icon will appear. I will select the Pencil Icon to start editing my first section
    editingSection1
  2. On clicking the Pencil, a menu to show what all I can add appears, for example, I select List of Links (I will just give link to a website here)
    selectContent1
  3. Once I select List of Links, editor to add Links will appear. I’ve given a title to it called as Visit Company Website and I’ll select + Add Link as shown below
    addLink
  4. After clicking on Add Link as in #3 above, I get options to specify what the link will do. For example, I’ll select Webpage since I want to redirect to the company website
    defineLink
    linkDetails
  5. After I click Next, the first Link will be set and will appear like this.
    linkSet
  6. Next, I’ll select to add a Video (you can select what you want to show in subsequent sections as mentioned in step #2 above).
    So, I’ve given a title ‘Using PSA’ and entered the URL of the video I wanted to show. Finally, my section will look like this
    videoProperties
  7. After everything is done, I’ll click on Save
    saveSidebar

Publishing Changes

  1. Next, on the button left, you can select Preview.
    preview
  2. Once someone clicks help, this is how the pane will look. Finally, if you’ve decided to publish it, you can click on Publish button on the bottom left
    previewShown
  3. And you can select which all Orgs you want to publish this Sidebar to –
    publishControls
  4. On confirmation, it will tell you that the content has been published successfully.
    published

Using Sidebar

Now, our Sidebar is ready. And once the user clicks on the Help Icon on the top right as shown below –
clickHelp

They’ll see the Sidebar as you designed
sidebarDisplayed

 

Excuse me for the unusually lengthy post. Hope this helps! Learning Path – Part 3 – Guided Tasks has been published too – Use Learning Path for your D365 v9.x Organization – Part 3 | Guided Tasks!

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Use setFormNotification (Client side JS) in D365 v9 while Real-Time workflow is executing

Often, when a real-time workflow is being executed in the background, users don’t know how long it will take for the processing to finish. setFormNotifications in D365 v9 come handy!

Scenario

Here’s how I put my scenario –

  1. I call the Real-Time workflow using JS, example, on change of a certain field or the JS being called from the Ribbon button.
  2. The JS will trigger the Real-Time workflow I have.

Now, while the Real-time workflow is running, the user doesn’t know it has been called and should the user retry the same action? Here’s when the form notification is vital.

While the processing is happening, the message will remain as a notification on the form. Once the processing is complete, the notification will be cleared.

JS Implementation

For the JS code implementation, the function to call the workflow needs ProcessJS which is available on https://github.com/PaulNieuwelaar/

  1. So on the Form, I’ll add my file after ProcessJS file.
    formProperties
  2. Here’s the Account Form code I wrote. I created a JS file to call the Real-Time workflow.
    jsCode
  3. In the above code, the Xrm.Page.ui.setFormNotification(Message, Type of notification, Unique Identifier); This will set the notification.
  4. Page.ui.clearFormNotification(UniqueIdentifier); will clear the notification from screen.
  5. Using this, When the Process enters in Processing mode, the message is shown on screen as “Please wait while processing”
    messageShown
  6. And once the execution is finished successfully, the notification is cleared.
    wfExecuted
    notificationCleared

Similarly, you can even use this approach for WebAPI calls and have clearFormNotification set in the Success/Failure callbacks.

Hope this helps!

BPF Process Stage Name not populating on records in D365 v9 [Deprecated] and workaround.

At times, users are unaware of the deprecation announced for D365 v9 version earlier in 2018 or simply, they’re not aware whether to look for deprecation announcements. One of the most common instances I’ve come across lately are when people complaining about the Process Stage Name entity not updating post the v9 update.

missingData

Deprecated Feature – Process

So when you try to add these columns in you entities’ views, you’ll see that StageID (Process Stage) is now shown as Deprecated.

deprecatedField

Read More About It Here

Here’s the Microsoft link where this is stated and other deprecations for upcoming D365 versions:

https://docs.microsoft.com/en-us/dynamics365/get-started/whats-new/customer-engagement/important-changes-coming#legacy-process-related-attributes-in-entities-are-deprecated

Alternative/Workaround

But, it is important that you also have a workaround at hand to keep the data up to date. Here’s a quick workaround to get the Stage Name.

  1. Create a custom Single Line of Text field on the entity that you need the Stage name on. In this case, Opportunity entity.
  2. Create a Real-time Workflow on the BPF entity itself. In this case, it was the Opportunity Sales Process BPF’s entity called as ‘Opportunity Sales Process’.
    wfCreate
  3. The workflow will be triggered when the Process is Applied and then Active Stage field is updated on the BPF.
    wfBody
  4. And in the Step, it will only update the Opportunity’s custom field to the Active Stage.
    wfUpdateStep
  5. That way, you can have the Stage Name data in your custom field and use that instead.
    populatedDate

 

Hope this helps! 🙂

 

 

Create a New Record button for Activity Type entity using Ribbon Workbench: D365

Problem

Typically, when you create a new Activity type of entity and you want a Create button for the same, it just appears in the Other Activities fly-out button and not on the Main ribbon in Activities to be specific.

currentProblem

And you can’t simply drag it out in the Ribbon Workbench since it is a dynamic button.

dynamicMenu

So, in this blog, I’ll create a button to open a new Create record form for my Activity type of entity called Assignment.

Customization

  1. Create a new Solution in your D365 environment and only add Activity entity into it.
    createSolution
  2. Load this solution into Ribbon Workbench and on the Main ribbon, add a button and give it a Name and Icon
    Note: Since there was no space in the Activity Ribbon, I had to sacrifice on of the least used Activities I had.
    sacrificeButton
  3. On that, I created a new Command and provided the below parameters –
    commandParameters
    Make sure you enter the name of your entity in String Parameter shown above correctly, in my case, it is new_assignment.
  4. Attach this Command to the Button
    mapButton
  5. Now Publish and check.

Create Assignment Button in Action

Now, when I go to Activities, I see my button called Assignments

buttonAppears

 

And when I click it, it open the full form for the Assignment entity

newForm

Hope this was quick!

Bringing back Maintain Bookings Availability View from D365 PSA 1.2.x into 2.4.x

Disclaimer: This is an experimental implementation and is not recommended out-of-the-box. My assumption is Microsoft would not provide support for anything that gets goes wrong while implementing this, with the original MS scripts or anything that intervenes with out-of-the-box functionality. Kindly implement at your own risk, do not change the existing out-of-the-box files and back up entities/files before any customization.

Maintain Bookings Schedule Board view in PSA 2.4.x?

Recently, I upgraded PSA from v1.2.x to v2.4.x. And I missed the classic Availability view of the Maintain Bookings of the older version. 2.4.x has the new Schedule Board approach.

Schedule Board based Maintain Bookings view as below
scheduleBoardView

Instead of the old Availability View from the v1.2.x version which looked like this –
availabilityView

Also, even other projects bookings were seen which wasn’t desired and editing the hours was added effort. Se let’s see what we can do her –

Pre-Requisites

  1. Knowledge of Ribbon Workbench in the XRMToolBox.
  2. Make sure you have any D365 environment having PSA in version 1.2.x. You’ll need the older ProjectTeamActions.js file from that version of D365 PSA 1.2.x.
    originalFile

Customization

  1. I prepared a new JS Web Resource (named it MyCustomProjectTeamActions) in the target PSA 2.4.x environment and added the code from the PSA 1.2.x’s PSA file ProjectTeamActions.js file referred in the Pre-Requisites section above
    customWebResource
  2. In the XRMToolBox, connect to the 1.2.x’s Specify Pattern button on the Team Member Sub-grid view, you can use that as a reference.
    longViewSpecifyPattern
    closeViewSpecifyPattern
  3. In your updated PSA 2.4.x’s Org, assuming you have copied the ProjectTeamActions.js from the older org to your custom Web Resource file in Step 1 above, you can prepare a new custom button next to the existing one and use your custom file instead on your button. I just called it ‘New Maintain Bookings’
    customMaintainBookingButton
    customWRInButton
  4. And Publish your changes. Then go to the Project’s Project Team Member view and see your new button work.

Seeing it Work

  1. Now your new button appears besides the current version’s Maintain Bookings.
    teamMemberView
  2. And that will bring up the Availability View for the Maintain Bookings on how it was in PSA 1.2.x
    availabilityView

Hope this helps you out too!