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Posts Categorized: Dynamics CRM

Dynamics 365 9.0 (July 2017 update) available!

By: Luca Sgaravato / 5 Oct 2017 in Dynamics 365, Dynamics CRM

The new Dynamics 365 for Customer Engagement update, July Update v. 9.0, is available now.

New instances or reset sandboxes can be configured to that version. The update for existing instances will be available within next weeks. No details about on-premises availability yet.

 

July 2017 update for Dynamics 365 brings:

  • new features
  • news for developers
  • deprecated features

Some features are not fully available yet and will be rolled out within next days. This functionalities as well as known issues are listed here: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/readme-9

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Dynamics 365 9, July 2017 update

Apex Planner 3.6 Available!

By: Gabriele Silvagni / 28 Feb 2017 in Apex Planner, Dynamics CRM

The new version includes:

  • Global search from within the calendar;

  • Custom color coding based on any drop-down field;

  • Manage the status reasons relevant to the calendar;

  • Redesigned filters;
  • Comprehensive user guide.

Plus many UI improvements and bugs fixed.

Get the package for CRM 2015/16 and Dynamics 365 or CRM 2013.

For more information, write to us at planner@apex.it.

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Advanced Find icons alignment messed up

By: Luca Sgaravato / 12 Dec 2016 in Dynamics CRM

It happens sometimes that you go to open the advanced find dialog and ribbon is all messed up, icons alignment compromised and tabs hidden somewhere…unusable!

Advanced Find Messed Up

Advanced Find Messed Up

As far as I know is not due to faulty customizations but it appears like browser cache/storage issue with CSS. While you are experiencing this strange behavior try to connect to the same organization with a different browser or even same browser in private mode and you’ll see that the new session is behaving properly.

Here at Apex we experienced this behavior on IE and Firefox hence looks like a cross-browser one.

So far we only experienced it on On-Premises deployments.

 

How to solve it?

Clean up browser’s local storage.

Open Developer Mode (basically hit F12 in almost any browser) and type the following command in the console:

localStorage.clear();

advanced_find_messed_up_1

Once you entered the command, refresh (F5) the Advanceed Find dialog window and everything should be back to normal!

advanced_find_messed_up_3

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Privilege Type Append not defined on entity ‘UserQuery’

By: Luca Sgaravato / 6 Dec 2016 in Dynamics CRM

Affected environment: CRM 2016 Update 1 On-Premises, all browsers

Scenario

Today I logged on a CRM organization as system administrator and created a saved view in order to collect data before performing un update.

I wanted to share the saved view with my customer in order to let her check if the filter criteria satisfied requirements. So I tried to share the view but I only got this error

Log file stated:

<OrganizationServiceFault xmlns:i=”http://www.w3.org/2001/XMLSchema-instance” xmlns=”http://schemas.microsoft.com/xrm/2011/Contracts“>
  <ErrorCode>-2147220970</ErrorCode>
  <ErrorDetails xmlns:d2p1=”http://schemas.datacontract.org/2004/07/System.Collections.Generic” />
  <Message>Privilege Type Append not defined on entity ‘UserQuery’.</Message>
  <Timestamp>2016-12-06T14:43:19.48376087Z</Timestamp>
  <InnerFault i:nil=”true” />
  <TraceText i:nil=”true” />
</OrganizationServiceFault>

Saved View Entity do not contain any Append privilege. So what to do?

saved_views_system_administrator

Solution

Go to Settings>Security>Hierarchy Security and check if Hierarchy Security is enabled. If that’s the case move Saved Views to the “Excluded Entities”, Save and Close and that’s all! Problem solved!

hierarchy_security

References

  • www.crmug.com
  • https://community.dynamics.com/crm/f/117/t/209204

 

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Schedule workflows on Dynamics CRM

By: Luca Sgaravato / 29 Nov 2016 in Dynamics CRM

Playing with Dynamics CRM you probably faced many times the necessity to schedule workflows. (No) Big surprise…there is nothing OOB available! In this post I collect all the approaches and solutions I spotted or used through time.

vintage-switchboard-operatorWhen talking about scheduling workflows we have two main scenarios:

  1. Recurring workflows: WF to run periodically (hourly, monthly, …) or based on conditions (birthday greetings, warranty end reminders,…)
  2. One shot delayed workflows: you simply have to schedule WF one time in the future

This post will focus on scenario no.1. Scenario no.2 can be targeted as a specific case of scenario no.1 or creating a workflow with the scheduled delay and running it by hand (on-demand process).

Methodologies

  1. Using the Bulk Deletion Process to Schedule Recurring Workflows http://www.crmsoftwareblog.com/2012/08/using-the-bulk-deletion-process-to-schedule-recurring-workflows/
  2. Trigger custom entity + Bulk Deletion Process http://blog.clickdimensions.com/2013/01/how-to-schedule-workflows-in-microsoft-crm-online.html
  3. Wait step and child workflow http://www.powerobjects.com/2016/07/11/setting-up-recurring-workflows-in-dynamics-crm-2016/
  4. How to create a repeating schedule workflow rule https://crmbusiness.wordpress.com/2011/02/11/how-to-create-a-repeating-schedule-workflow-rule/

Packaged solutions

  1. Alexander Development Workflow Scheduler(http://alexanderdevelopment.net/post/2016/09/19/updated-solution-for-scheduling-recurring-dynamics-crm-workflows/)
  2. North52 Scheduler (http://www.north52.com/business-process-activities/scheduler-for-microsoft-dynamics-crm-xrm/)
  3. Workflow Automation (for Dynamics CRM 2011) (https://workflowautomation.codeplex.com/)

The winner is…

All above solutions do work and each one has pros as well as cons (free vs pay, on-premises vs online, customizable vs uncustomizable, DIY vs solution, …).

As Apex CRM team we currently applied some of above approaches. Since it’s release we really loved Alexander’s solution and we applied it to our latest projects. Why we love it?

  • easy to configure and monitor
  • works on both Online and On-Premises
  • free

We’ll keep on working with Alexander’s solution and any related news will be posted here.

alexander_recurring_workflow_scheduler

Scheduling definition sample

 

 

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CRM, Dynamics, scheduler, workflow

Meeting rooms booking in Dynamics CRM

By: Ilario Benetti / 5 Oct 2016 in Apex Planner, Dynamics CRM

Microsoft Dynamics CRM is a good solution to manage meeting rooms or venues. This article explains how to create rooms and how to make reservations.

Creating venues and meeting rooms

Facilities/equipment is the Microsoft Dynamics CRM entity designed to create meeting rooms and venues. Go to settings->Business Management->Facilities/Equipment to create the meeting rooms. Each meeting room can be associated to a Business unit, to a Site and to a Time Zone. All those settings are very important if you have to manage different meeting rooms in different locations.

calendar-pictogramBooking rooms

Booking a Meeting rooms in Microsoft Dynamics CRM means adding the rooms to an Appointment or to Service Activities as a required or an optional resource. In the service calendar, you will then see all the bookings associated to the meeting rooms.

Service calendar and display options

Unfortunately, the standard service calendar does not allow to save a default view. Also, you cannot choose a default site or how many days you want to display by default. You have to edit each appointment to move bookings and to assign a booking to a different room as the drag and drop is not implemented in the calendar. When you look at different meeting rooms in different locations with different time zone, the standard service calendar shows all the bookings in the time zone of the current user. A room booked in New York from 8AM to 12AM appears as booked from 3AM to 7AM to a user logged in London.

Advanced calendar options

Apex Planner overcomes those issues by providing an advanced calendar expressly designed to enhance the Dynamics CRM calendar. Apex Planner features a user-based configuration with 30+ default settings to create the most efficient view of the calendar. Apex Planner allows drag and drop to reschedule, reassign and clone bookings. Apex Planner can also show Meeting Rooms Bookings in the room’s own time zone. On the other hand, Apex Planner preserves all the standard features of the Dynamics CRM calendar and it is also aware of custom entities, custom statuses and plug-ins you may have in your CRM implementation. Learn more about Apex Planner at http://www.apex.it/en/crm/apex-planner

 

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Apex Planner, CRM, Dynamics, Meeting Rooms, Planner

How to connect Dynamics CRM 2016 On Premise to Exchange Online

By: Ilario Benetti / 1 Sep 2016 in Dynamics CRM

In this post I will share how I succeeded in connecting our production CRM on premise to our exchange online.

Background

To carry out the configuration, please consider the following:

  • We already had an Office365 tenant with azure active directory sync in place;
  • CRM version was 8.1.0.359 (DB 8.1.0.359). It was a single server implementation. The same server was also responsible for active directory sync with O365;
  • IFD was properly configured and the CRM server had a SSL wild card certificate issued by a trusted CA;
  • I referred to this TechNet article https://technet.microsoft.com/en-us/library/mt703269.aspx
  • I performed all the tasks under a domain admin/crm admin/exchange admin single user.

Preparation

According to the TechNet article I subscribed to the Microsoft Dynamics CRM Hybrid Connector; I needed to access to my O365 administration page before completing the subscription in order to associate the connector to our tenant. After the installation, no additional configuration nor license activation was needed.

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CRM, Dynamics, On-Premises

Users cannot see Business Process Flow

By: Gabriele Silvagni / 4 May 2016 in Dynamics CRM

A user complains that is not able to see the custom Business Process Flow you have just created. But, if you open a record of that entity, the Process is clearly visible…

opportunity_sales_process

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Business Process Flow, CRM, Dynamics

Business Process Flow render error on CRM 2015 On-Premises

By: Gabriele Silvagni / 22 Apr 2016 in Dynamics CRM

When working on the On-Previse organizations of one of our customers, i saw this:

Business Process Flow

Firstly i thought that some components were not loaded correctly: i cleared the cache and reloaded the browser, but nothing happened. Moreover, if i changed the language to Italian (the main language of the organization), the error did not occur at all!

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Business Process Flow, CRM, CRM2015, Dynamics, On-Premises

Dynamics CRM and SharePoint Integration – Folder path not configured

By: Luca Sgaravato / 19 Apr 2016 in Dynamics CRM, SharePoint
Involved environments
  • Microsoft Dynamics CRM Online 2016 (8.0.1.88)
  • Microsoft SharePoint Online (16.0.0.1219)

 

SCENARIO

Today I created a brand new custom entity on a Dynamics CRM organization named Partner Agreement (schema name apx_partneragreement). Since many documents will be attached to each record and SharePoint integration was already set up I enabled the new entity  for Document management on SharePoint.
Once configured I expected it to work like a charm. Hence I created a test record to play with and once I got to Documents I was prompted to create a folder.
1
Since it was the first time creating a SharePoint folder related to my new entity the “parent” folder apx_partneragreement had to be created in order to host all record specific folders such as Test-1_blablabla
I confirmed folder creation and to my surprise…I faced the following error.
Error – File cannot be found – Folder Path Not Configured

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CRM, folder, integration, path, sharepoint
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