Linear Slider Custom Control in D365 v9.x UCI

Using Custom Controls is the new cool in Dynamics 365. Specifically, if visual cue of approximation or ‘to what extent’ is priority over the textual/numeric data, using Custom Control is the best way forward.

Something like this –

featured

Use Case

In my use case, I want to know the client budget so that I keep Quotes for them around the range they can afford.

Now, number will give me an idea. But a visual cue of the same will let me know the spending capacity of the client in the bigger picture.

So, I’ll use Linear Slider custom control on the Client Budget currency field to show a slider as well as the currency value.

Enabling Linear Slider on Currency Field

  1. So here, Client Budget (new_clientbudget) is my Currency type of field in D365.
  2. On the Form Editor, I’ll go to Properties of the field and go to Controls. Click on Add Control…
    addcontrol

  3. Select Linear Slider among others and click Add.
    addslider
  4. Then, I’ll set the properties of the control. Make sure you enable them for Web, Phone and Tablet as per your preferences.
    sliderproperties
  5. I’ve set the min and max range for the control, also that step which should reflect while moving the slider.
  6. Finally, click OK and publish changes.

 

Linear Slider

featured

You can even input custom number in the box and the slider will set to it.

manualnumber

 

Hope this was useful! 🙂

Thanks for reading.

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D365 Quick Tip: Choose how currency field is displayed

In D365 CE Apps, you have 2 options to display the currency fields, by symbol or by the currency code.

Symbolic representation

symbolic

Currency Code representation

coded

Setting

With a simple setting, you can apply this change organization wide. Navigate to Settings > Administration > System Settings and under General tab, look for Set the currency display option.
setting

Pretty simple! 🙂

Run Dynamics 365 Diagnostics to check network latency

If you’ve heard complains about D365 running poorly throughout on a particular day, not necessary the issue could be with D365. It could be network latency.

And one of the first thoughts would be “To try on a different browser” without much investigation on it.

In fact, it could be bandwidth or latency issue. You’ll need Dynamics 365 Diagnostics here.

Check Latency

  1. You need to login to your browser session with your D365 credentials
  2. Enter this URL in a new tab https://<ORGNAME>.crm.dynamics.com/tools/diagnostics/diag.aspx
  3. It will show you a Dynamics D365 Diagnostics page like thisdiagnosticspage
  4. When you click on Run, it takes a few seconds to perform the test before showing you the results
    results

Hope this helps!

 

D365 For Outlook 2016: There is a Problem communication with the Microsoft Dynamics CRM server for D365 v9

One of the recent and most frequent issues faced while upgrade is that of the existing Dynamics 365 For Outlook 2016 setup which doesn’t connect to D365 v9.

Right after the environment upgrades to v9, D365 For Outlook’s older version doesn’t connect.

But that’s not the end of the story, obviously, there’s is an upgrade. So let’s see how to go about this process and why this happens.

Error

When you’re trying to re-enter credentials or connect to D365 v9 from the existing D365 For Outlook version, you see this error
error

Reason

The reason is that D365 version 9 required TLS 1.2. Detailed explanation of which you can find here – https://support.microsoft.com/en-in/help/4054414/dynamics-365-for-outlook-update-for-version-9-0?LCID=1033

Version Upgrade

You can either choose to upgrade to D365 For Outlook v8.2.2.137 which you can download from here – https://www.microsoft.com/en-us/download/confirmation.aspx?id=56327

Or, if you don’t have any pre-installed version, you can also directly setup D365 For Outlook – https://www.microsoft.com/en-us/download/details.aspx?id=56972

Make sure you have upgraded your D365 to v9 first. I’ve posted a related blog regarding this in the past and you can refer it here – https://d365demystified.com/2018/11/13/d365-quick-tip-higher-version-of-d365-for-outlook-wont-work-older-d365-online/

 

Hope this helps! 🙂

Enable entity for Party List selection in Appointment

Out-of-the-box, you have fixed set of entities enabled for Party List fields in Appointment entity. Of which, you can select to be either in Required or Optional fields on Appointments.

But, what if you want to enable a custom entity for the same? You can do that was well.

Enable Entity for Sending Email

  1. In your custom entity, you can turn on Sending Email option on the entity level and the entity will be enabled for Party List.sendingemails
  2. And Publish your customization.
    Now, when you select the Required/Optional field in Appointment, Look for More Records
    lookForMoreRecords.png
  3. Select the Look For option to expose available entities
    expandlookfor
  4. And look for the custom entity you created i.e. Office Representatives my this case.
    selectentity
  5. And select the record you want
    jamieg
  6. And the custom entity record will be added to the Party List field
    addedtolist

The reason your see them enabled is because Email Address (emailaddress) field has been created for the entity i.e. the entity is now Email enabled.

Hope this helps!

Use Azure App Passwords for MFA enabled D365 authentication from Console App

If you have a Console App that authenticates to D365 using a credential (typically, an Administrator) but now the administrator is setup for Multi-Factor authentication, your Console App won’t work. So here’s what you can do.

If you first want to check out about enabling Multi-Factor Authentication, you can check my blog post on it here – Office 365 Admin: Quickly Enable Multi-factor authentication for users

Standard Authentication vs MFA enabled User

When there’s not MFA enabled for Dynamics 365 (Office 365) account credentials, you are able to connect to the organization with no issues and get the CRMServiceClient in your application easy.
authenticated

But, if you have Multi-Factor Authentication enabled for a credential that is used in Console Apps to connect to D365, the Console App will not connect and the CrmCerviceClient will have null as below with the error ‘Unable to Login to Dynamics CRM

unabletologin

Managing App Passwords on Azure Portal

Once you have multi-factor authentication enabled for your account, you can go to portal.azure.com and manage App Passwords as follows –

  1. In Azure Portal, go to your account settings.
    gotoaccount
  2. Then, go to Additional security verification
    additionalsecurityverification
  3. Look for App Passwords
    apppasswords
  4. You can manage and create more passwords here
    manageapppasswords
  5. Create a password if you don’t want to use a default one or want to use different passwords for different apps. Give it a suitable name and click Next
    createapppassword
  6. Copy the password as it is the only time it will be displayed.
    copypassowrd
  7. And you can see your passwords as you create them
    morepasswords

 

Implementing App Passwords in Console App

As the name suggests, App Passwords will let you create special passwords for applications to authenticate to Dynamics 365 without needing to go through multi-factor authentication like when you’re running a Console App to connect to Dynamics 365

  1. Go to the Password in the credentials in the App.Config of the Console Application
    oldpassword
  2. And replace it with the App Password
    newpassword
  3. Now, Build the application and run it. It will authenticate successfully.
    authenticated

Hope this helps! 🙂

 

Quickly use Email Signatures in D365

You can use Email Signature in D365 Emails as well. Here’s a quick tip on it to quickly create a Signature and use it.

As I write this blog, this feature is not yet available in the Unified Interface yet.

Create a Signature

  1. Navigate to Settings > Templates > Email Signatures
    insertsignaturefeature

  2. And create a New Signature as below
    newemailsignature
  3. Now, I save and close.
    emailsignaturesaved

Insert and use Signature

Now, when you write a new Email or this email in D356, you can select the signature as below –

  1. Select Insert Signature while working on the email
    insertinemail
  2. Select the Signature and click Select.
    selectsignature
  3. And the Signature appears.
    finalsignature

That was easy. 🙂