Entity Icon for entities on Unified Interface | Quick Tip

December 16, 2020 priyeshwagh777 Dynamics 365 Unified Interface dynamics 365 administration, entity icon, svg icons, unified interface

Now, Unified Interface being the only interface we have to work on in Dynamics 365 CRM, Here’s a quick tip on how and where you can set the Entity Icon for the Unified Interface.

Default Icons

One each entity, Custom or otherwise, here’s where you can set the Icon.

Let’s say Commissions is a custom entity which has a default Icon.
This is how it appears in the Unified Interface for any custom entity which doesn’t have any Icon set.
Now, let’s look at how we can set the entity icons.

Set Icons for Entity

Firstly, you need to create a Web Resource of type SVG Icon.
Select the entity you want to set the Icon to in the Unified Interface. Let’s say Commission entity shows the Default Icon. Select the entity and look for Update Icons on the Solution.
When you click on Update Icon, you’ll need to go to the Unified Interface.
Now, in the New Icon field, you’ll have to select the Name of the SVG Icon from Step #1 above, i.e. cf_commission in this case.
Select OK and Publish changes.
And you’ll find the Icon is now updated for the entity entirely wherever it’ll be used on the Unified Interface. Since the Classic UI has been ruled out, we don’t need to update the classic Icons anymore.

Here are some Dynamics 365 related posts which you might need to check out –

Thank you!!

Debug Ribbon button customization using Command Checker in Dynamics 365 CE Unified Interface

April 14, 2020 priyeshwagh777 CRM with .NET Web Applications, dynamics 365 administration, Dynamics 365 CE, dynamics 365 customization, Dynamics 365 Unified Interface, Ribbon Workbench command checker, D365 Ribbon Customization, Dynamics 365 Unified Interface, Ribbon Workbench, unified interface

Developers, it’s a little irksome to keep struggling with issues around making your ribbon buttons work correctly during the development phase.

At times, you wonder why your button didn’t show up on the form although you had set everything up correctly. Or even for out-of-box button, that didn’t show?

Scenario

In this example, I’ll find out by my Project Service Quote record doesn’t have a Activate Quote button on the ribbon.

We can use Command Checker to find out why.

Enable Command Checker

Remember, this only works in the Unified Interface and not on the classic UI.

Command Checker is a developer feature to identify how a certain ribbon button has or has not rendered on your form/view. So let’s begin –

Add this command to the end of the Entity form page URL: &flags=FCB.CommandChecker=true&ribbondebug=true

Add make it look like something like below –
https://<ORG_NAME>.crm<REGION>.dynamics.com/main.aspx?appid=7fbb5a25-b903-ea11-a816-000d3a58f769&pagetype=entityrecord&etn=account&id=aaa19cdd-88df-e311-b8e5-6c3be5a8b200&flags=FCB.CommandChecker=true&ribbondebug=true

Command Checker

Form Command Checker

Now, if you navigate to the ellipses on the ribbon, check that Command Checker has now appeared.
A Command Checker Window will appear as below. Navigate to the button you are having issue on.
Then, click on Command Properties as shown above to see what didn’t pass through. And as shown below, we could see that one of the conditions in Enable Rule didn’t get through and hence, the button didn’t show up on the ribbon.
In case you are also looking at how to hide out-of-the-box ribbon buttons, check this – Hide Custom Ribbon Button [Easy Way] – Ribbon Workbench

Global Command Checker

And with that, you must have also observed the Command Checker on the Navigation Ribbon bar as well.

And it opens up as below –

Some other Ribbon Workbench related posts –

Hope this helps! Happy 365ing!

Global Notification in Dynamics 365 Unified Interface App [Preview]

March 11, 2020September 26, 2020 priyeshwagh777 D365 WebAPI / JavaScript, Dynamics 365 CE, Dynamics 365 Unified Interface addglobalnotification, Dynamics 365, dynamics crm, globalnotification, javascript, Xrm, Xrm.App

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 –

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

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

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/) –

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 –

type in the notification object is supported as 2 at the moment and no other types are supported.
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() {}

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 –

Hope this helps!!

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

February 24, 2020 priyeshwagh777 Dynamics 365, Dynamics 365 CE, Dynamics 365 Unified Interface 2020 wave 1 early access, Dynamics 365, dynamics 365 sales

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

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

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

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

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.

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

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

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

Contextual Email communication in D365 CE Wave 2

September 27, 2019 priyeshwagh777 CRM with .NET Web Applications, Dynamics 365, Dynamics 365 CE, Dynamics 365 Unified Interface Contextual email communication, dynamics 365 for sales, dynamics 365 Wave 2, October 2019 Wave 2

2019’s Wave 2 release have really put things where they should be. Once I enabled Early Opt-in while writing this post, this is a great feature for Sales people I came across and couldn’t resist sharing with you all – Contextual Email Communication! So kindly wait until updates are automatically applied to your org or try the same in your Sandbox first.

Isn’t going exclusively to Activity/Email entity extremely off-putting? I mean, you navigate away from your record you were working on and that isn’t productive, is it?

That’s when Contextual Email window comes in really handy. Here’s how you enable it in your 2019 Updates.

App Settings in Sales Hub

In your Sales Hub, navigate to App Settings.
Among other settings, look for Enhanced email and flick the switch from off to On.
Then click Apply at the bottom right and you’re set!

Contextual/Enhanced Email

Now, when you’re, say, in an Opportunity and you want to send an email to the Contact on the Opportunity right away from Dynamics. –

Click on the + icon on the Timeline.
And the new docked window will appear right there on the Form without navigating you away from Dynamics unlike it was happening up until now!

Hope this cool new feature really eases the stress to Email from Dynamics 365!

Customize Opportunity Close dialog box in D365 CE v9 Unified Interface – Wave 2 update

August 5, 2019 priyeshwagh777 CRM with .NET Web Applications, D365 Admin Center, Dynamics 365, Dynamics 365 CE, Dynamics 365 Unified Interface d365 Administration, d365 for sales, opportunity close

Oct 2019 Wave 2 update got one of the most asked feature. Being able to customize the Opportunity Close Dialog box.

Assuming, you have enabled 2019 October Wave 2 update enabled for your Organization or you’re reading this post Oct 2019 with Wave 2 Updates already applied to your organization.

For Early Access of Oct 2019 Wave 2 Updates, follow my post here – Early Opt-in for October 2019 Wave 2 Updates

Please note that this feature is still not generally available and is not recommended for Production use yet.

Non-Customizable Opportunity Close Dialog

Up until now, you had this familiar Opportunity Close dialog where all you could do is just fill in the details and Close the Opportunity.

And you couldn’t add your own fields or modify it in anyway.

Please note that this feature is only available for the Unified Interface on Orgs enabled for 2019 Wave 2 Updates (Early opt-in or General availability)

Enable Customizable Opportunity Close Form

System Settings

Please note that this is a feature Admins will need to activate for the Organization and won’t be automatically updated once the Wave 2 updates are applied.

Under Sales tab in System Settings, enable Customize close opportunity form

Custom Fields

Example: Let’s say I have this field called as Internal Reason, I’ll add it on the Opportunity close entity (which users will use this on the Opportunity Close form when closing an Opportunity)

And I’ll simply add it to the Opportunity Close Quick Create form

Opportunity Close Quick Create Form

Once you do this, a Quick Create form you defined will open up instead of the traditional dialog box and you can include your custom fields on the same as well

Happy 365ing always! Hope this helps.

Change the Unified Interface App Icons

July 12, 2019 priyeshwagh777 CRM with .NET Web Applications, Dynamics 365 Unified Interface Dynamics 365 Unified Interface, unified interface

Default App Icons for typical D365 environment look like these.

But here’s what you can do to change these to put custom SVG icons.

SVG Icons

Regardless of dimensions, SVG icons work everywhere. So why keep them to just Ribbons, you can even change your App Icons to SVG Icons in your Dynamics 365 implementation.

Make Web Resource for your SVG Icon.
Open your Model Driven App in Dynamics 365 Solution. In the App Designer, go to Properties of the App itself and look for the drop-down above App Tile.
Select your SVG Icon and Publish the same
And you’re set!

Hope this helps!

Fix Ribbon icons on the Unified Interface in D365 CE

May 31, 2019May 31, 2019 priyeshwagh777 CRM with .NET Web Applications, Dynamics 365 CE, dynamics 365 customization, Dynamics 365 Unified Interface, Ribbon Workbench D365 Ribbon Customization, dynamics 365 customization

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/

Or you can try this too which I found quite a few people recommended – https://www.syncfusion.com/downloads/metrostudio

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

Hope this helps!

Geo Coding addresses in D365 v9.1 with Unified Interface

April 5, 2019 priyeshwagh777 CRM with .NET Web Applications, Dynamics 365, dynamics 365 administration, Dynamics 365 CE, Dynamics 365 Unified Interface Dynamics 365 Unified Interface, geo code, geo coding

Very straight-forward and useful feature is Geo Coding addresses on Sales, PSA & Field Service entities. Like, on Account, Work Order etc. entity. Let’s take an example of Account in this article.

Enable Geo Coding

Geo Coding first, needs to be enabled in D365. If you try to access the Geo Coding feature, you’ll be treated with this error –

So, let’s do the following –

Navigate to the Resource Scheduling app –
If you are in the Unified Interface, make sure you switch the Area to Settings and then select Administration
Then, Scheduling Parameters
In Resource Scheduling, flick the Connect To Maps to Yes, read the warning specified and confirm if you are ok

That’s it.

Using Geo Code

Once enabled, you can click on the Geo Code ribbon button on the Account record.
And, it will pick the address you entered and show the Latitude and Longitude for the same. You can simply click OK once the details look correct to you
The same will show on the fields on the Account entity

Hope this helps!

Opt-in for April 2019 Preview Updates

February 1, 2019 priyeshwagh777 Dynamics 365, Dynamics 365 CE, Dynamics 365 Unified Interface april 2019 updates, dynamics 365 customer engagement

Finally, as scheduled on 1st Feb 2019, April 2019 Preview Updates can now be opted in for your organization.

Opting-in is available for Sandbox, Trail and Production environments.

Opt-In

You can now go to https://admin.powerplatform.microsoft.com/ and look for the Organization on the left hand pane
Select your Organization, look for Updates section on the bottom or right hand side

Zoomed In
Click on Activate now. Be careful, these changes can’t be undone.
Enter your Org name and click Continue
And it will take some time to activate

And once you are set, you’ll see that the April 2019 update was applied –

Happy D365’ing!

D365 Demystified

A closer look at Microsoft Dynamics 365.

Dynamics 365 Unified Interface

Entity Icon for entities on Unified Interface | Quick Tip

Default Icons

Set Icons for Entity

Debug Ribbon button customization using Command Checker in Dynamics 365 CE Unified Interface

Scenario

Enable Command Checker