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

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.

nonCustomizableCloseOpp

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
turnOnSettings

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)
internalReasonField

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

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
customizableOppClose

Happy 365ing always! Hope this helps.

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Change the Unified Interface App Icons

Default App Icons for typical D365 environment look like these.

defaultAppIcons

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.

  1. Make Web Resource for your SVG Icon.
    svgWebResource
  2. 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.
    defaultSalesIcon
  3. Select your SVG Icon and Publish the same
    newIcon.png
  4. And you’re set!
    updatedIconTile
    updatedIconSidebar

Hope this helps!

 

Fix Ribbon icons on the Unified Interface in D365 CE

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 –
classicIcon

But the same looks like a puzzle piece in the Unified Interface –
puzzlePiece

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.
svgWebResource

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

modernImage

Publish Changes and See

Once your customization are published, you can simply refresh and check that your image has been updated

converted
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

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.

button

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 –

error

So, let’s do the following –

  1. Navigate to the Resource Scheduling app –
    resScheduling
  2. If you are in the Unified Interface, make sure you switch the Area to Settings and then select Administration
    settingsSwitch
  3. Then, Scheduling Parameters
    schedulingParameters
  4. In Resource Scheduling, flick the Connect To Maps to Yes, read the warning specified and confirm if you are ok
    connect.png
    warning
    That’s it.

Using Geo Code

  1. Once enabled, you can click on the Geo Code ribbon button on the Account record.
    button
  2. 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
    latLong
  3. The same will show on the fields on the Account entity
    actualFields

Hope this helps!

Opt-in for April 2019 Preview Updates

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

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

  3. Click on Activate now. Be careful, these changes can’t be undone.
    activateNow
  4. Enter your Org name and click Continue
    orgName
  5. And it will take some time to activate
    activating

 

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

aprilApplied

 

Happy D365’ing!

D365 Quick Tip: Shortcut to Settings from the Unified Interface

If you’re spending time looking and wondering that you always need to go to the app switcher to go the Settings from the Unified Interface, you need to do the following –

Once you are in the Unified Interface, click on the Gear icon next to the help icon on top-right corner as shown below and click Advanced Settings

advancedsettings

 

Right on the next tab, Settings with the classic UI is shown –
fullsettings

And there’s nothing else on that SiteMap.

 

And that’s it! 🙂

 

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! 🙂