My New App Site Map is not saving my changes

If you do not use one of the supported 45 languages found here as your default user format (set in options) then you may encounter this problem.

Problem: When I click on the site map editor from the App Designer, I can not save my changes to the site map.

The simple fix is to change your format of your user to one of the supported 45 languages, then make your site map edits, save and publish, and then revert your format back to your preferred format. You can then open the new App and see your changes.

This simple video walks you through the issue and the fix that will enable you to create amazing new Apps.

Perform Action – Changing the business process via a workflow

So just taking a look at all of the available perform actions in workflows that are provided out of the box and found SetProcess.

SetProcess enables via a workflow to change the current business process of a record. For example, you are working on an opportunity and the decision timeframe is a year, this would most likely have a different sales approach to an opportunity closing in a month. Via a workflow we change the business process automatically.

So how do we do it? It’s easy follow these steps:

  1. Navigate to Settings->Processes
  2. Create a new process of type workflow, give it a name “Change process -long running opportunity” etc
  3. So for my example I create a condition on the Purchase Timeframe, if equal to This year then do action.
  4. I select perform action
  5. pefrom actiom
  6. I select SetProcess and click on properties. All I need to select is the business process and the record to apply it to.
  7. setprocess
  8. Save and close
  9. Finally Activate the process, all done.

When I navigate to my opportunity and update the purchase timeframe to This Year, once I refresh the record the business process will change.

setprocessoppty

 

How cool – creating word documents using a workflow

I just came across this feature the other day, using a pre-built action to generate a word document via a workflow. There are actually 100s of actions that you can explore in workflows that might actually remove some development.

So how do you generate a word document from a workflow, it’s really simple, just follow these simple steps. In my example I will use the OOB account summary template as an example.

  1. Navigate to Settings->Processes
  2. Create a new process of type workflow, give it a name “Generate Document” etc
  3. For my example I am going to make the workflow On Demand, jus to demonstrate the functionality, but think of these examples:
    1. Creating an opportunity summary at the develop stage of an opportunity
    2. Creating a campaign summary at the end of the campaign
    3. Creating a Case report
  4. At the end of the day this is a workflow so all workflow logic applies
  5. So for my example all I need to do is select Perform Action
  6. pefrom actiom
  7. Scroll down the many actions and select SetWordTemplate
  8. setwordtemplate
  9. Leave the Entity as None
  10. Click on Set Properties
  11. Select the template from the dropdown list
  12. Select Account
    1. NOTE: if you are using a custom entity, the entity is required to be enabled for Business Process Flows to be able to be added
  13. stewordproperties
  14. Save and Close
  15. Activate

That’s it, simple. Now when you go to an account record and select to run an on demand workflow, the Generate document will display.

Runworkflow

The document is stored as a note attachment against the record.

docgenerated

At the moment this solution does not attach to SharePoint, but I am sure clever people could expand this capability!

 

How to enable editable grids in D365

A great new feature in Dynamics 365 is the ability to make a view editable without the need for code, 3rd party solutions with security that is applied out of the box.

Editable grids work in the web and mobile clients, and work across main entity views, sub grids and associated views. When you configure editable grids on the main entity, you enable editable grids for the main entity forms. To enable on sub grids you need to open up the specific form and edit the properties of the sub grid to add the editable grid control.

Editable grids support:

  • In-grid 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

The Editable Grids control is available for Dynamics CRM Online and Dynamics CRM On-Premises.

Read the complete guide to setting up editable grids at https://blogs.technet.microsoft.com/lystavlen/2016/10/30/editable-grids-is-here/ by

 

 

Creating Apps in Dynamics 365

I want to create a new App that only shows my Stakeholder Managers what they need to see, how do I do this with no code? It is easy with the App Designer.

For an overview of how you do this there are some great articles that can be found on the Dynamics Help and Training guide.

The following table shows the steps you’ll take to create an app, taken from the training guide found here https://www.microsoft.com/en-us/dynamics/crm-customer-center/design-custom-business-apps-by-using-the-app-designer.aspx.

Step Description Related topics
Define app properties. Create or edit an app
Define navigation for an app using the site map designer. Create a site map for an app
Apps are composed of components like dashboards, entities, business process flows, forms, views, and charts. Include the required ones in your app by using the app designer. Add or edit app components
Check your app for any required components you haven’t added. Validate an app
Make the app available for use. Publish an app
Give users access to the apps you created by using security roles. Manage access to apps with security roles

The Dynamics 365 App Paradigm

A new feature of Dynamics 365 is the ability to create “Apps”. An app is a set of related features and functions that are used to deliver an outcome for a user. team or function I.e. Field Service App for field resources, Sales App for sales managers and sales reps to engage with customers.

The app paradigm enables customers to define quickly and cleanly a new interface for different users in the organisation to utilise. Its the ability to limit what a user sees in a controlled configurable manner. It will enable ISVs to deliver a controlled experience for the intended user.

In previous versions of Dynamics, you worked with a single app view I.e. sales, service and marketing. To control what a user could see you needed to manipulate the site map and it could get quite messy! The new App designer makes it very easy to personalise the experience for business users.

So what can I do with the App designer in the first release of Dynamics 365?

  • Define the sitemap elements
  • Define which Dashboards are displayed
  • Define the business process flows that can be utilised
  • Define the Entities to be included
  • Define which forms are to be consumed
  • Define the Views that will be available
  • Define which charts should be displayed

All in all pretty comprehensive ability to control what a user can see.

Enabling resource scheduling for any entity

With Dynamics 365 Field Service, comes an amazing feature, the ability to schedule any entity, not just project tasks or work orders.

Why is this so good? Think of these scenarios:

  • I manage leads and I want to schedule those leads for calls base don the right skill match for the lead request
  • I need to schedule a team to deliver a presentation or process
  • I want real time updates on the progress of scheduled items
  • As a business we have cars that the staff can book, so need the ability to schedule the cars and see real time what is in use and when they will be back in

The list just keeps on going, the number of scenarios I can think about where there is a scheduling need is endless.

So how do I set this up, follow these simple steps to get you up and running:

  1. You will need either the Field Service or Project service App or a Plan license to utilise these features.
  2. Once you have installed the App, you will get a new site map node “Resource Scheduling”, select this node
  3. Now click on Administration and then “Enable Resource Scheduling for Entities”
  4. You will be presented with the screen below, showing enabled entities and ability o enable a new entity.
  5. resource-scheduling-1
  6. In the Add entity, select the entity that you want to schedule, I am going to use Accounts, for scheduling an Account Update meeting.
  7. For the booking relationship, select create new relationship and if skill requirements are required select create new relationship for skills.
  8. Then select publish, this will enable the booking relationship and skill relationship for Accounts. This may take a few minutes to publish, be patient 🙂
  9. Once completed you will be presented with a final metadata setting screen for the new scheduling entity. Here you can select the appropriate statuses for the booking process, default booking duration, and the Longitude and latitude fields to be used in mapping. See below for my Account:
  10. resource-scheduling-2
  11. Update as required and save and close the metadata. Your entity is now set-up.
  12. To  schedule, navigate to your entity and you will notice a new command “Book” as below.
  13. resource-scheduling-3
  14. Select Book, and you will be prompted with the schedule experience
  15. Select your resource and book and close
  16. resource-scheduling-4
  17. You can see the booking by navigating to the new Booking resource booking associated view and the booked resource can engage with the booking.
  18. resource-scheduling-5resource-scheduling-6

That is it, easy as! Great work from the Dynamics Team!