Kanban View for Opportunity in Dynamics 365 Sales – 2020 Release Wave 1 Plan

Very helpful post

Nishant Rana's Weblog

With the 2020 Release Wave 1 Plan, now Kanban View can be added to Opportunity.

To configure it, open the Opportunity entity for Customization, go to Controls tab and Add Kanban control to it and publish the changes.

This adds the Kanban view to the Opportunity’s view.

There are 2 different Kanban views available

  • Based on the BPF Sales stage (stages of the Opportunity sales process BPF)

  • Based on Status (Open, Won, Lost)


Let us look at different actions that we can perform within the Kanban view.

  • Clicking on Title opens the record in new window



  • Fields are editable


  • Use Search to filter the result in the view


  • Each lane shows the total of estimated revenue and total records in the lane


  • Supports drag and drop

Here we are dragging the 4G Enabled Tablets record to Won Status lane.


It opens the close opportunity dialog box.

We can update the…

View original post 143 more words

No Settings and Customization menu on D365 Trial?

Hello Everyone,

I have recently created a D365 trial to play around and find out the new features or changes in latest version.

For my surprise i could only see, Module menu’s but no place to customize the system to play around.

I hope most of you would have seen the same.

I was talking to one of my colleagues and he has given me couple of words to add in your URL after main.aspx which will show or allow you to customize the system.

?forceClassic=1#880971822

that did a magic and i can see the Settings menu to customize.

My URL was like this which used to show me all the available apps to open one of them.

https://vkpavalla.crm8.dynamics.com/main.aspx

But after ?forceClassic=1#880971822 my URL will look like below

https://vkpavalla.crm8.dynamics.com/main.aspx?forceClassic=1#77889087

Hope it helps!!

Thank you,

Sreeni

 

 

 

 

 

 

 

 

 

 

 

 

 

Editable Grid – Dynamics 365 – MS CRM

Hi Guys,

I have been hearing that Microsoft have introduced  Editable grids in Dynamics 365, Finally i kept hands on to give an attempt and composing this Post.

Here are some intriguing things about Editable grid,

 

  • Inline editing of records at the entity or sub-grid level
  • Web and mobile clients
  • Navigation using a keyboard or mouse
  • Grouping and Sorting (Able to group by/sort by any column on current view)
  • Filtering
  • Moving and resizing columns
  • Pagination
  • Lookup configuration
  • Calculated fields and Rollup fields
  • Business rules
  • Hierarchical view
  • Enabling or disabling of cells based on security role

To do this, I have followed the below steps.

  1. Opened one of the accounts

a1

2.  Clicked on Form to Customize

A2.PNG

3. Open properties of Sub grid, you a see new tab named Controls

A3.png

4. Tap on Add Control, Select Editable grid and click on Add

A4.png

5. You see 3 Radio buttons, You can empower this control for either Web, Mobile or Tablet by picking them. As i want to enable it for Web, I have selected Web

A5.png

6. Clicked on Save and Publish and Refreshed the screen. Editable grid is ready for me to use in Account screen.

A6.png

Its such an exceptionally straightforward and simple setup. And there are more controls introduced, I will discuss them in my next posts.

Hope it helps!! 🙂

 

Thank you,

Sreeni Pavalla

Dynamics 365 – You can’t add new forms to the appointment entity

Hosk's Dynamic Blog

I can’t change the direction of the wind, but I can adjust my sails to always reach my destination. Jimmy Dean

Thinking is difficult, which is why most people avoid it #HoskWisdom

Just when you think you understand Dynamics 365 it bamboozles you making you think your browsers broken.  I was trying to add a form to the Appointment entity, only to find the new form button was missing.

I tried it in different browsers but the create form button on appointment was refusing to appear.  I asked another developer to add a new appointment form but the button was missing for them too.

Here is custom form with the create form button

no-create-form-1

Here is the Appointment entity and there is no create form button

no-create-form

Why?

As always we start with the CRM SDK but I couldn’t really find anything but I did find this tip of the day instead

Tip…

View original post 418 more words

Plugin on Retrieve and Retrieve Multiple – How bad is it?

Salim Adamon - Dynamics 365 Blog

I have managed to be in the Dynamics CRM/365 world for over 7 years without having to write a single plugin on Retrieve and Retrieve Multiple. The recommendation that I give is to stay away from those. The reason is simple, it sounds horrible from a performance standpoint, and even people from Microsoft have recommended against it in many scenarios. Faced with an issue recently where we had to really consider it, I did some research and testing to try to measure the impact of such plugins on system performance. This article provides some background as to why we recommend against these types of plugins, and it also provides some of our finding after we tested for performance.

Why are Plugins on Retrieve Multiple scary?

When looking at the event execution pipeline for Dynamics CRM/365, we need to consider that there are a lot of steps involved as part of…

View original post 776 more words

Get the list of all the dirty fields in the form in Dynamics 365

Nishant Rana's Weblog

Hi,

Recently on opening our opportunity entity records we were getting unsaved changes message.

To quickly get the list of all the fields

Open the debugger tool and put the following script in the console window

frames[0].Xrm.Page.data.entity.getDataXml();

Check this thread

http://stackoverflow.com/questions/32735019/dirty-form-with-no-dirty-fields-on-crm-2015-online

Hope it helps..

View original post

Crm Exception: Message: Customer lookup [CustomerId] is invalid. Customer lookups can only be associated with 1 Account and 1 Contact error while importing solution in CRM

Nishant Rana's Weblog

While trying to import solution to our test environment from our dev environment we got the below error

 “Crm Exception: Message: Customer lookup [CustomerId] is invalid. Customer lookups can only be associated with 1 Account and 1 Contact”

The way we got it fixed

  • Unzip the solution and open customizations.xml file
  • Remove all attributes with name “CustomerId” (Lead, Invoice, Opportunity entity)

g1

  • Find all entity relationships with ReferencingAttributeName equals CustomerId and add to EntityRelationship new attribute: unmodified=”1″

g2

  • Zip solution back and import it.

https://community.dynamics.com/crm/f/117/t/198818

Hope it helps..

View original post

Web API Enhancements -Dynamics 365

Hey Techies,

I was going through new What’s new for Developers    and found some thing useful for the developers who uses Web API.

We may need to retrieve entity as soon as you created/updated.

To do this we had to do two operations before

  • Create/Update
  • Retrieve

with this new update we can do the both in one request by specifying header like below

Prefer: return=representation

the above header will retrieve the details of the record which is created/updated.

Request

 POST [Organization URI]/api/data/v8.2/accounts?$select=name,description,accountcategorycode,createdon HTTP/1.1
OData-MaxVersion: 4.0
OData-Version: 4.0
Accept: application/json
Content-Type: application/json; charset=utf-8
Prefer: return=representation

{
    "name": "Test",     
    "description": "This is a test record",
    "accountcategorycode": 1 
}

Response

HTTP/1.1 201 Created
Content-Type: application/json; odata.metadata=minimal
Preference-Applied: return=representation
OData-Version: 4.0

{
    "@odata.context": "[Organization URI]/api/data/v8.2/$metadata#accounts/$entity",
    "@odata.etag": "W/\"536530\"",
    "accountid": "d6f193fc-ce85-e611-80d8-00155d2a68de",
    "accountcategorycode": 1,
    "description": "This is a test record",
    "name": "Test"    
}

 

Hope this will help somebody 🙂

Thank you,

Sreeni

%d bloggers like this: