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!

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!

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!

D365 Quick Tip: Shortcut to Settings from the Unified Interface

January 28, 2019 priyeshwagh777 dynamics 365 administration, dynamics 365 customization, Dynamics 365 Unified Interface Dynamics 365, Dynamics 365 Unified Interface, settings, 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 –

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

And there’s nothing else on that SiteMap.

And that’s it! 🙂

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

January 25, 2019 priyeshwagh777 CRM with .NET Web Applications, dynamics 365 administration, Dynamics 365 CE, Dynamics 365 Unified Interface Dynamics 365, Dynamics 365 Unified Interface, 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’

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

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

Where could we check to make sure it appears –

Whether it was Activated.
Whether it was corrected ordered in the Order Process Flow
Logged in user had correct privileges to access it.
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.

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

BPF is now applied

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

Hope this helped! 🙂

D365 Quick Tip: Hide the D365 Classic Web UI for others

November 27, 2018 priyeshwagh777 D365 Admin Center, Dynamics 365 dynamics 365 administration, dynamics 365 classic UI, Dynamics 365 Unified Interface

Administrators make sure everyone access the Unified Interface and discourage users from using the classic Web UI.

There’s a quick setting to hide the “Dynamics 365 – custom” from the Sidebar for other users. Let’s say users are seeing this currently. And you don’t want the to go there (from the sidebar menu at least).

Change the Visibility

Navigate to Settings > My Apps.

Note: In case you don’t see My Apps in your Settings area, here’s a link to my blog for the shortcut to go inside My Apps – My Apps missing from D365 SiteMap
Simply select “Hide for All Roles” as shown below. That’s it.
And this is what others will then see.