Dynamics 365

Qualify Lead in D365 CE: Select which entity records should be created

priyeshwagh777 Dynamics 365, Dynamics 365 CE, dynamics 365 customization , ,

Wave 2019 Updates brought some really sought-after features. Another one which I would like to bring up is the Lead Qualification experience.

I’ve written this post when I enabled the Early Opt-in of Wave 2 Oct 2019 Updates. To enable Early Opt-in, please refer this post – Early Opt-in for October 2019 Wave 2 Updates

This is set to release for the Oct 2019 Updates.

Default Behavior

So when you Qualify Lead by default – Account, Contact and Opportunity records are created.
fullQualifyLead

Notice that by default, the created Account and Contact are always auto-filled.
all3Records

Lead Qualify Experience in System Settings

By default, D365 will let you create all three – Account, Contact and Opportunity records when you Qualify a Lead.
originalSetting

When you select No, you’ll be asked which all entities should be created when you Qualify a Lead.
selectNo

 

Lead Qualification for selected entities

No, when you click on Qualify button, you’ll be treated with this Dialog box where you can choose what records should be created.

I’ll select only Opportunity this time
selectWhichOnes

 

And only Opportunity will be created and notice that the Contact and Account are blank this time.
blankOpp

Hope this is useful!

Thanks.

Related Blog on one of Wave 2 2019 Update: Customize Opportunity Close dialog box in D365 CE v9 Unified Interface – Wave 2 update

I’m also listed on the Top 100 CRM Blogs and Websites on Feedspot. It has a curated list of awesome bloggers.

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

priyeshwagh777 CRM with .NET Web Applications, D365 Admin Center, Dynamics 365, Dynamics 365 CE, Dynamics 365 Unified Interface , ,

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.

Early Opt-in for October 2019 Wave 2 Updates

priyeshwagh777 CRM with .NET Web Applications, D365 Admin Center, Dynamics 365, Power Platform ,

August 2, 2019 was when the Wave 2 Updates were to be out. And here we are! By now, you should have gotten the option to update the wave 2 updates on your environment(s).

Let take a quick look at how you can enable this for your environment.

Here are the details Microsoft notes on the Early opt in to 2019 release wave 2

Enabling Wave 2 2019 Updates

Visit https://admin.powerplatform.microsoft.com/ (PowerPlatform Admin Center) and go to Environments.

Select the environment
selectEnv.png

Check that the updates are available for Activating. Initially the 2019 release wave 2 updates will appear Off. Click Manage.
Please note that you should try this on the Sandbox first before opting to apply on Production directly.
manageButton

Click on Update now

updateNow

Click Confirm.
confirm

And the Updating will start in a few moments.

Progress

You’ll see that the Apps are being updated as shown below for a few hours
updating

As and when each of the apps complete, it’ll show progress as below
partialComplete.png

Once complete, this will be the status
completeSetup.png

2019 Wave 2 Updates Applied

Once completed, you can log into Dynamics and check the About section to find out that the updates have been applied
completed

Here’s what everything’s included in the 2019 wave 2 updates: 2019 release wave 2 features available for early access

Happy 365ing! Hope this helps.

Workaround to get Plugin Profiler from the Unified Interface in D365 CE

priyeshwagh777 CRM with .NET Web Applications, Customizations, Dynamics 365, dynamics 365 administration, Dynamics 365 CE, dynamics 365 customization ,

Developers like me, often need to Profile the Plugin so see what logic you are implementing and this is pretty common in the development lifecycle. But, Let’s say you don’t have the classic UI at your disposal and need to download the Profiler from the Unified Interface itself – Here’s a little detour you’ll need to take to get it right.

Alternatively, using Persist To Entity is also preferred. But example – if you have a plugin on Create and on PreOperation, you won’t want to record to be created, you can go with the below –

Ease of the Classic UI

On the classic UI, you would get the Profiled file correctly just by Download Log File button on the interface itself.

classicProfiler

And the file has correct data starting with –
startingWIth

And ending with
endingWith.png

Profiler Message on the Unified Interface

As of now, the message pop-up for the profiled plugin will give you this –
currentUCIMessage.png

And the file has this –

currentUCIFile

And the Plugin Registration Tool doesn’t understand this! You’ll get this parsing error if you try –
parseError
parseErrorMessage

Turn On Exception Logging

Before that, you can check this post on how you can quickly go to the classic UI’s Settings area here – D365 Quick Tip: Shortcut to Settings from the Unified Interface

To be able to capture these details in the Plugin Profile entity, enable Plug-in and custom workflow activity tracing from the System Settings as shown below
turnOnLogging

You can’t add Plug-in Trace Logs to UCI

  1. Smarter way would be to add the Plug-in Trace Log entity to the UCI App itself and not having to go back to the classic UI. Unfortunately, you can’t do that.
    cantAddToUCI.png
    With that, we will have to go back to the Classic UI’s Settings > Plugin-In Profile Area to get out Profiled Log File.

Plug-In Trace Log

  1. Assuming you are back in the classic UI (maybe keep this open in another tab)
    Open the Trace Log record
    openProfileRecord.png
  2. Scroll down to the very bottom to find the Exception Details
    profiledData.png
  3. Now, copy that to the text file and attach it in the Plugin Registration Tool
    correctProfileFile.png
  4. This should work and you won’t get an error
    attached.png

Phew! I know this is lengthy. But we hope this will soon be eased 🙂

Hope this helps you!

Nested Editable Grids in D365 CE v9 UCI

priyeshwagh777 Dynamics 365, dynamics 365 administration, Dynamics 365 CE, dynamics 365 customization ,

Nested Grids – as the name suggests is a grid-within-a-grid (or rather, Grid-ception!). Nested Grids will let you expand a sub-grid entry to look at another grid of the expanded record. This depends on how you configure it.

Be aware, Nested Grids work with Editable Grids and only for Tablet, Phones and Unified Interface. This is not available for the classic Web UI.

Configuring Nested Editable Grid

Here’s my entity structure – I have Account, having multiple Contacts and each Contact, having Opportunities under them. Like in the below diagram –

relationships

Now, I have a Contact grid on my Account form (just like we usually do).

  1. I now will have to choose the grid to be a Editable Grid Control as follows. Also, click on the Nested grid view control as pointed
    editableGridControl
  2. On clicking the Nested grid view pencil, the next dialog box will let you select what entity you want the Nested Grid to be for. Note that this is with respect to the Contact entity and not the Account entity. For this example, I chose Opportunities.
    selectEntity.png
  3. On selecting the entity, I have to make sure my View is also correctly set to show the records
    selectView.png
  4. Now, my dataset will populate from the selected Entity and View. next we will need to select what should be bound as a key. Going back to the Nested grid parent ID pencil this time
    selectNestedGridView
  5. Select what should be the field to bind the data. In this case, I want to show the one that is related to the Contact expanded.
    parentControlIdSelection
  6. Now, click OK for everything and your configuration should look like below.
    Finally save and Publish all customization.
    finalConfig.png

Using Nested Editable Grid

Now, if you look at the Contact grid on the Account form. You’ll see an arrow on each record which indicates that it can be expanded.
collapsed.png
And when you click on it, you’ll see the Nested Grid for Opportunities we configured in the section above
expanded
And yes, Opportunity too is editable in-line!

Hope this helps!!

Enable Flow button on D365 Ribbon

priyeshwagh777 Dynamics 365, dynamics 365 administration, Dynamics 365 CE , ,

This is a pretty simple tweak to either show or hide the Flow button on the entity Forms’ Ribbon.

flowButtonVisible

Flow Button Not Visible

nowFlow

System Settings

Navigate to Settings > Administration. Go to System Settings
systemSettings

In System Settings, under Customization tab, look for Enable Microsoft Flow option.
customizationTab

You’ll be asked for permission
permission.png

Now, this is turned on
turnedOn.png

Flow Button Visible

Now, once you have enabled this setting, you’ll be able to see the Flow button on the View and Form ribbons across Dynamics 365 CE
flowButtonVisible

That was quick!!

Execute an Action from a Business Process Flow

priyeshwagh777 CRM with .NET Web Applications, Dynamics 365, dynamics 365 administration, Dynamics 365 CE ,

One of the easiest and useful feature of a Business Process Flow is being able to Implement and Action right from a Business Process Flow just with a click of a button.

Here’s how you do it.

Let’s say you have an Action that you want to trigger that the Account was Approved for some sort and you want to alert the Stakeholders. You can have this functionality in your Action and call the Action from the BPF itself.

Action

  1. Let’s say your Action has some logic as below which you want to execute when you trigger Action on BPF
    actionLogic
  2. Make sure your Action is marked as below for it to be enabled for adding in a BPF
    enableForBPF

Once this is set, let’s move to the BPF part.

Business Process Flow

  1. In a BPF, since you have enabled your Action to be added to BPF, you’ll be able to add it as below.
    addActionStep
  2. In the Properties, look for your Action Process and select it and click Apply.
    actionFound
  3. Make sure you’ve clicked on Apply.
    apply

Now, you’re all set. Let’s see how it works.

Execution

Now, this is how you’ll see your Action on the BPF on the record,

executeButton

When you click on Execute, it will mention (if you don’t have any Input parameters) that there are not parameters and ask for Confirmation
noInputParameters

Once you confirm, this is how it will show while executing –
executing

 

If there’s any failure, it will show as below
executionFailure

 

And success like this
success

Simply click and the Action will execute!

Hope this helps!!

Prevent Contact creation in D365 on tracking Emails from new recipients

priyeshwagh777 Dynamics 365, Dynamics 365 CE , ,

Typically, when you track Email/Appoint records from Outlook, unknown senders are created as Contacts in Dynamics 365?

A new Email from unknown recipient.

newEmail

And if you track this Email using D365 App For Outlook, a new Contact is created in D365 without you being notified about it.
contactCreated

And the Email from the Saved Contact in D365 appears like this
emailFromSavedContact

Now, this could be unwanted. And there’s a simple way to turn this off!

Disable Contact/Lead creation

This setting is controlled from your Personal Settings. Under Email tab, look for the option that let’s you create Contacts/Leads for tracked Unknown Recipients.

personalSetting

Once you un-check the same, when you track the Email/Appointment with unknown recipients, new Contacts will not be created.
And you could identify this by simply going into Emails and seeing that the Email address appears rather than a Contact.

EmailFromUnsaved

Hope this helps.

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

priyeshwagh777 CRM with .NET Web Applications, Dynamics 365, Dynamics 365 App For Outlook , , ,

Remember, there are a lot of considerations for security and synchronization. The above setup is recommended for all first time Outlook and Dynamics users. While all this, I would like to summarize the steps for all you first time users!

Here’s a crash course guide to setting up D365 App For Outlook for new on-boarders.

Part 1 – Outlook License

  1. So, you can have any of these licenses which has Outlook service included. Be it Enterprise E3, E5 etc. Basically, you need an Exchange Online mailbox. Also make sure the license is assigned to the user and Mailbox is created as below.
    license
    licenseAssign.png

Part 2 – Enable Server Side Synchronization

Once Mailbox is setup for the User. Now, let’s go the D365 For enabling Server Side Synchronization on the user’s mailbox. Remember, you must be a Global Administrator to Approve the Mailboxes.

  1. Go to Settings >Email Configuration > Mailboxes. Open Mailbox you want to enable SSS for.
    selectMaibox
  2. Then, click on Approve.
    approveMailbox
    confirmApprove
  3. Then, click Test & Enable Mailbox from the ribbon.
    test&Enable
  4. This is important, if you have multiple instances like Production, Sandboxes etc. Choose if you want to only enable it for the current organization and not else where, select the checkbox.
    enableForCurrentOrg
  5. The Mailbox in D365 will complete testing in a few minutes and you should see the status of the same  as Success if everything went well.
    allSuccess

Part 3- Enable D365 App For Outlook

Now, once Server Side Synchronization is enabled, you’ll need to go to Dynamics 365 App For Outlook in Settings.
D365FOSitemap

If you don’t see the above in your SiteMap, refer this post for the details and the shortcut- https://d365demystified.com/2017/11/14/missing-dynamics-365-app-for-outlook-from-settings-in-dynamics-365-v8-2/

Now, in my case, I had selected to enable this feature for anyone who has already been enabled with Server Side Sync to also be enabled for D365 App For Outlook.

Hence, when I opened the App, I could already see my being added to the App!!

alreadyAdded

Else, you’ll need to add other users explicitly by selecting them and clicking on Add App To Outlook button on the view shown above.

READY!

You’ll see the Dynamics icon that denotes the D365 App For Outlook, you can click on it and the D365 App For Outlook is ready to be used for that selected item.
iconReady

and the app will show up in the pane next to it.

readyApp

For detailed information on Support Matrix of the D365 App For Outlook, refer this – https://docs.microsoft.com/en-us/dynamics365/customer-engagement/outlook-app/deploy-dynamics-365-app-for-outlook

Here is also a YouTube video summarizing the same: 

Hope this summarizes the setup well!

D365 Quick Tip: Getting layoutXml from DevTools

priyeshwagh777 CRM with .NET Web Applications, Dynamics 365, Dynamics 365 CE, dynamics 365 customization , ,

Most times when you want to use AddCustomView() method to a Dynamics 365 control, you need to pass layoutXml to the method that will show the view you define.
fromCOde

There’s an easier trick than writing this up.

Select your View

Assuming, you have an Advanced Find view open in the window which you want as a layoutXml of, on the same, press F12 to open Dev Tools. Select the selector.
selector

And on the Advanced Find window, select Body section
andSelectBody
Click on it, and the par will be selected in the Console of the Dev Tools.

Once this is available, search for layoutXml and cycle through the results to go to the last result.
selectFromConsole

select the “value” part. That is your layoutXml. Hope this helps.