Prior to the release of Dynamics 365, we are helped a lot by XrmToolbox to edit the sitemap without the need of editing the sitemap XML manually. However, with the release of Dynamics 365, it seems the plugin for XrmToolbox doesn’t support the editing of Dynamics 365 sitemap (given now it is possible for a Dynamics 365 deployment to have multiple Apps and each App can have their own sitemap).
So, what should we do now? There are 2 options to configure the Sitemap in Dynamics 365.
Option #1: Creating a new App
With the ability to create App in Dynamics 365, we can create a sitemap that is associated to the App. Following the guide from Microsoft on how to configure/design the app: https://www.microsoft.com/en-us/dynamics/crm-customer-center/design-custom-business-apps-by-using-the-app-designer.aspx
Option #2: Editing the Default Sitemap
Editing default sitemap is similar to what we used to do with XrmToolbox. However, with the unavailability of XrmToolbox…
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Very happy new year to all of my blog readers. This is my first post of the year and it could not have started in a better way. I am delighted to announce the new “Multi-Select Picklist control” from XrmForYou.com tools library. Showing a picklist attribute as multi-select is a requirement we get every now […]
Enhanced Business Rules in Dynamics 365 (Dynamics CRM)
There have been many changes in Dynamics CRM with release of Dynamics 365.
Business rule is one among those having major changes in after first introduced in Dynamics CRM 2013.
Business rules got new GUI (graphical user interface) to make it easier to understand and create a new Business Rule:
A new action added in this update is “recommendation” i.e. we can add recommendation to any field so that system suggest you to fill/select something specific.
We have created a test Business rule on case entity:
Task: If origin of case is “phone call” make “contact” field business required otherwise make it non-business required:
Step 1: Set condition in properties window in left right side.
In our case it’s if on entity case, field “origin” have value “phone call” :
Step 2: Drag and drop desired component to right mark to perform that action if condition evaluates…
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Microsoft Dynamics CRM 2016 Update 1 brings Email Signatures as an out of the box functionality. They can be used on Users or Queues (based on Teams).
Create a new email and you will see a new icon on the email designer to insert signatures:
To create more signatures, go to Personal Settings or, as an admin, Administration => Templates section.
Administration => Templates:
Notice Email Signatures is a new entity and it is part of the security roles. So, for instance, if the Customer Service Team requires to use Email Signatures, they should have access to the Email Signature Entity. See below an example security role:
Note: My current on-line build version is : 18.104.22.1682 – DB 22.214.171.1249
You can find more information in the following Microsoft CRM article:
CRM 2011 Dialogs do not provide any easy way to access the currently logged in user’s information.
By creating a new instance of an entity (I create a special entity), the owner field will contain the currently logged in user.
The steps I follow:
- Log into CRM and create a new entity, call it new_CurrentDialogUser. You do not have to add any new fields.
- Open your existing dialog for editing.
- From the Dialog editor, the first thing to do is create an instance of new_CurrentDialogUser.
- Create a new stage, positioned at the very beginning of the dialog.
- Click ‘Add Step’ and select ‘Create Record’.
- Choose the type to be new_CurrentDialogUser.
- Click on properties. Notice the owner field is presented. Do not populate this field. Instead, when the ‘Create Record’ step executes, it will default the owner to the currently logged in user.
- Once the ‘Create Record’ steps executes in your dialog, you have…
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What does postMessage do?
In the example below, consider we have a contact form that displays an external page in an IFRAME…
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Last week one of my Microsoft friends reported an error on ERD generator connecting to CRM online. It always worked well until some days ago. Now often occurs an errors about a timeout:
TimeoutException: The request channel timed out while waiting for a reply after 00:01:59.7350618. Increase the timeout value passed to the call to Request or increase the SendTimeout value on the Binding. The time allotted to this operation may have been a portion of a longer timeout.
I was trying to figure out why it is happening. A little digging told me the reason, CRM online has a limit of 2 minutes for execution timeout.
Increase the timeout value by setting
Hope it helps and Happy CRMing!
Have anything similar to share? Please leave in the comments.
The WordPress.com stats helper monkeys prepared a 2015 annual report for this blog.
Here’s an excerpt:
The concert hall at the Sydney Opera House holds 2,700 people. This blog was viewed about 32,000 times in 2015. If it were a concert at Sydney Opera House, it would take about 12 sold-out performances for that many people to see it.