Tag Archives: Dynamics 365

Setting up Developer Toolkit for VS2019 with Core Assemblies(9.0)

Visual Studio 2019 is now available for developers and dynamics 365 CE version 9.x Software Development Kit (SDK) too. However Dynamics 365 Developer Toolkit only supports for Visual Studio 2012, 2013, 2015 and it uses Dynamics 365 CE SDK 8.x assemblies and tools.

This article to make Dynamics 365 Developer Toolkit workable for VS 2019 and to prevent some common issues when setting up Plugin Library project to work with Dynamics 365 CE version 9.x core assemblies.

Special thanks to Sucheet Chavan for sharing useful information to the article.

Setting up Developer Toolkit for VS2019

Although Dynamics 365 Developer Toolkit doesn’t support after Visual Studio 2015, developers perform few workarounds to use the extension with VS2017. Following article is still valid for VS2019 with one change to the extension.

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SMS Integration with Dynamics 365 + Microsoft Flow + Nexmo

Microsoft Power Platform brings a great set of tools to customize, extend capabilities of most of the favorite apps and create new apps online. Power BI, Power Apps, and Flow are the three pillars of Power Platform.

Microsoft Flow https://flow.microsoft.com

In the modern world, so many applications from different technologies exist and integrating them was a challenge and now Microsoft Flow can be used to create workflows between different apps.

Nexmo https://www.nexmo.com

Nexmo provides various cloud-based APIs such as SMS, Voice, User Authentication, User Identity APIs. Nexmo says SMS API allows you to send and receive text messages to users around the globe through simple RESTful APIs and having following features.

  • Programmatically send and receive a high volume of SMS anywhere in the world.
  • Build apps that scale with the web technologies that you are already using.
  • Send SMS with low latency and high delivery rates.
  • Receive SMS for free using SMS-enabled local numbers in countries around the world.
  • Only pay for the usage.

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Workflow must be in Published state

The above error message is displayed in Dynamics 365 and most of the developers\users will look around workflows as the error says “Workflow must be in Published state.”

E.g. Creating a case throws the above error with the following details.

[Microsoft.Crm.Service.GlobalSlaPlugin: Microsoft.Crm.Service.GlobalSlaPlugin.SlaPostCreatePlugin]
[ebd908b4-2c74-e811-a95d-000d3ae0bc37: ObjectModel Implementation]

The issue is with SLA records associated with Case.

Deactivating SLA records and reactivate them back will resolve the issue.

 

Status Change using WebApi

In Dynamics 365, OOTB status field value can be changed in many different ways.

Following WebApi can be used to update the Status (statecode + statuscode) as follows.

changeStatus = function (executionContext, entityLogicalName, recordId, statecode, statuscode) {
// Remove brackets from the GUID if there’s any
var id = recordId.replace(“{“, “”).replace(“}”, “”);
// Set statecode and statuscode
var data = {
“statecode”: statecode,
“statuscode”: statuscode
};
// WebApi call
Xrm.WebApi.updateRecord(entityLogicalName, id, data).then(function  success(result) {
executionContext.getFormContext().data.refresh(true);
}, function (error) {
executionContext.getFormContext().data.refresh(true);
});
};

Advanced Find – “NOT IN” Query is Supported in v9.0

Dynamics 365 9.0 supports “Not In” \ “Does Not Have” type of queries as an OOTB feature in Advanced Find. In previous versions of Dynamics 365 had no this feature but there were some custom solutions to facilitate this problem.

The problem in previous versions : 

This post (“Not In” \ “Does Not Have” Query in Dynamics CRM – By Cobalt) explains the problem and it describes a solution for the problem for previous versions.

The solution in 9.0 :

The scenario is to query all the accounts which have no cases under in each account.  Following query returns the expected results using advanced find without installing any third party components.

“Does Not Contain Data” Clause

AdvancedFindNotInQuery

The above advanced find query doesn’t allow users to select any more attributes from the cases as it looks for accounts which have no cases. It’s very logical to restrict the user to filter values from the cases when “Does Not Contain Data” option is selected. Continue reading

Dynamics 365 : Promote to Admin

Promote to Admin feature allows any user in Dynamics 365 to make himself an Administrator in the system if the user is authorized from the Admin Center.

Usually when you create an online instance of Sales/Customer Service by yourself but you won’t be able to see most of the admin settings.

promotetoadmin2

If any user has been granted the admin priveledges from the admin center, but that user has no system admin roles assigned (under manage roles) in Dynamics 365, then this feature is useful for getting the System Administrator user role back.

promotetoadmin1

 

Promote to admin is one of the options that you can use in order to gain the admin priveledges. It will add “System Administrator” user role to the user.

Dynamics 365 – Developer Toolkit & Extensions for VS2017

Microsoft Dynamics 365 Developer Toolkit and Dynamics CRM & 365 Developer Extensions are great Dynamics 365 development accelerators available in the Visual Studio Marketplace. Still, these tools are not compatible with Visual Studio 2017, which is the latest release of VS. This is a workaround that you can make use of these tools with Visual Studio 2017.

Dynamics 365 Developer Extensions is a great replacement for Dynamics 365 Developer Toolkit, steps of the workaround has been given below for both the tools.

Step 1: Download  Toolkit or Extensions from following links.

Microsoft Dynamics 365 Developer Toolkit

https://marketplace.visualstudio.com/items?itemName=DynamicsCRMPG.MicrosoftDynamicsCRMDeveloperToolkit

Dynamics CRM & 365 Developer Extensions

https://marketplace.visualstudio.com/items?itemName=JLattimer.DynamicsCRMDeveloperExtensions

Step 2: Extract the .vxis file as follows.

Extracting Microsoft Dynamics 365 Developer Toolkit vsix file

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