Category: Dynamics

Dynamics 365 Field Service: Generate Agreement Work Order in Advance

Introduction:

Field Service capabilities in Microsoft Dynamics 365 helps service organizations in managing resources, work orders, inventory, customer assets, and more to improve overall resource productivity for on-site installation & maintenance services.

In this blog, we will discuss how the work order generation process can be automated out-of-the-box.

Generating Work Order in advance from Agreements:

1. To generate the work order in advance, navigate to Field Service > Administration > Field Service Setting.

Then we have the option to configure how many days in advance we need the work order to be generated by setting the value for the ‘Generate Agreement Work Order X Days in Advance’ field.

In this example, we have set the value to ‘10’  which will allow us to generate the work order ten days in advance.

Dynamics 365 Field Service

2. The next step is to create a new ‘Agreement’ & ‘Agreement Booking Setup’.

On the ‘Agreement Booking Setup’, we can see that when the ‘Auto Generate Work Order’ is set as ‘Yes’ then the ‘Generate Work Order in Advance’ field is populated with the value we set in the ‘Generate Agreement Work Order X Days in Advance’ field. Now the booking dates which are ten days ahead would be processed, and work order for those booking dates would be generated.

Dynamics 365 Field Service

3. In this example, we kept the recurrence pattern of the ‘Agreement Booking Setup’ as daily, and the booking dates were generated based on the start date & end date of the agreement.

So, now the booking dates are generated as per the recurrence pattern and the booking dates for the upcoming ten days are processed and ten work orders are generated, as seen in the screenshot below;

Dynamics 365 Field Service

Dynamics 365 Field Service

4. By following the above steps, we can easily automate the generation of work order from agreement booking setup. We also have the option to manually change the number of days for a particular account on the agreement booking setup.

Note: On the ‘Agreement Booking Setup’, if the ‘Auto Generate Work Order’ field is set as ‘No’, then the ‘Generate Work Order in Advance’ field is not visible.

Dynamics 365 Field Service

So, to generate the work order manually, we need to open the booking date that needs to be processed and click on the Generate Work Order ribbon button.

Dynamics 365 Field Service

Hope this helps!

Integrate Intuit QuickBooks & Microsoft Dynamics CRM with InoLink

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Save Time by attaching Dynamics 365 Quote to an Email in a Single Click!

Attach to Email Dynamics CRM Report WordWhat do you do when you get an urgent email from one of your clients you have been following up since last few weeks, and the client wants you to email a quote urgently?

You hurriedly browse through Dynamics 365 to export the quote that you need in PDF format and realize that the process takes a lot of clicks. You also need to email the quote, which will again involve few more clicks.

The story is same for every Dynamics CRM users. They spend relatively more time to achieve something as mundane as exporting and emailing a Dynamics 365 quote, and they wish that the whole process of exporting a quote from Dynamics 365 and emailing it would have been easier!

Only if there was a way to automate the process and reduce the number of clicks and time involved in exporting and emailing Dynamics 365 reports in PDF format!

Guess what; there is a way!

A straightforward and effortless way to export and email Dynamics CRM/Dynamics 365 reports in PDF, Word or Excel format; Click2Export!

We have designed Click2Export to empower CRM users to save time while exporting and emailing Dynamics CRM reports in PDF, Word or Excel format. It is loved by users around the world for its simplicity and powerful features and is now one of the leading productivity apps for Dynamics 365.

So now, when you need to export and email a Dynamics 365 report in PDF, Word, or Excel format, you just need to select the quote you want and click on the Click2Export button in the ribbon bar.

Email Dynamics CRM ReportThen you have the option to choose the file format (PDF, Word, or Excel) in which the quote should be exported. You also have the option to download or attach the export Dynamics 365 report to a Note or an Email!

Attach to Email Dynamics CRM Report ExcelSelect the action to be performed, in this case, ‘Attach to a new email’ and click ‘OK’. A new email with the accompanying quote will be created, and you can send the email right away!

Email Dynamics CRM Online Report PDFImagine the time and clicks Click2Export can save just by simplifying the process of exporting and emailing Dynamics 365 reports in PDF, Word or Excel format. Not just this, Click2Export also allows you to;

  • Create multiple templates with different names for a single report
  • Configure the Report Parameter Values even during runtime
  • Ability to export Individual or Organizational report
  • Bulk export
  • Decide whether to export combined report for all records or one report per record

So what are you waiting for?

Get your free trial from our Website or Microsoft AppSource and redefine your productivity with one-click Dynamics 365 report exporting!

QuickBooks Dynamics CRM

 

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Optimistic Concurrency in Dynamics 365

Introduction:

Very often, we need to retrieve an entity to update a field but due to concurrency issue, the entity is already updated, and we are stuck. In scenarios like this, we can use Optimistic Concurrency to determine whether an entity was modified since it was last retrieved!

Recently, while working with one of our applications, we faced the concurrency issue where we retrieved the data to be displayed on the form but, in some cases, the data was already modified through the plugin in the background. So, when the update action was fired, it was not executed on the latest data! So, we needed to check whether the data was modified since the last retrieval.

Using ‘Etag’ and ‘If-Match Header’ to detect modifications since the last retrieval:

Microsoft Dynamics 365 provides a weakly validating Property named ‘@odata.etag’ that is automatically returned along with each retrieved entity record as seen below;

Optimistic Concurrency in Dynamics 365This property is known as ‘ETag’ and is changed wherever modification is done on that entity record.

We used this property to check whether the data we have is the latest data. For this we added this ‘ETag’ value in the If-Match header in the update request as seen below;

Optimistic Concurrency in Dynamics 365If the data is not updated since we have last retrieved it, we get a 204 (No Content) status, and if the data is updated we get the response as seen below;

Optimistic Concurrency in Dynamics 365Based on the response, we can continue with the update operation or perform the retrieve action again to get the latest data.

Conclusion:

We can use the ETag property of the retrieved data and pass the same in the IF-Match header to check if the data we are working on is the latest data to avoid the concurrency issues.

Copy_clone Dynamics 365_CRM Records

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Fixed – AADSTS90100: Invalid request. The Accept request parameter value ‘application/x-www-form-urlencoded’ is invalid

The introduction of Representational State Transfer (REST) service has allowed us to remotely interact with SharePoint data and perform basic operations like Create, Delete, Read and Update on SharePoint folders and files. When we use REST, we don’t need to add any references to libraries or client assemblies in SharePoint.

In one of our earlier blog, we have already discussed how to achieve the operations mentioned above in plug-ins/workflows using REST.

As discussed in the blog mentioned above, REST first makes the connection with SharePoint using the Username and Password and then gets the token and “AuthURL”.

However, we started to get the below-mentioned error sporadically while trying to get the AuthURL.

Error: AADSTS90100: Invalid request. The Accept request parameter value ‘application/x-www-form-urlencoded’ is invalid

After researching on this error, we came to know that the query string used “handler=1&login={0}” to get the “AuthURL” stopped working.

So to resolve this issue, we performed the below steps.

1. Change the query string to “xml=1&login={0}”.

2. De-serialize the response in the XML format.

Hope this helps!

Attach to Email Dynamics CRM Report Word

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Block your schedule – 11th Oct, 3PM for our CRMUG Partner Solutions Showcase

crmugD365UG/CRMUG Summit Nashville is just around the corner and this year too Inogic and Maplytics would be exhibiting there as Gold Sponsor at Booth 724.

This year’s Summit is to be held in Nashville, TN from 10-13 October 2017 and we are already excited to see what the 2017 edition of the largest gathering of Dynamics CRM community will bring. The Summit is an awesome opportunity to network and learn from the community and of course, meet with Team Inogic!

We have one more exciting update to share!

This year we are conducting a Partner Solutions Showcase at the Summit! Our CEO Roohi Shaikh and our Business Manager, Surya Ostwal will be presenting the session on how businesses can benefit from the power of geo-analytics within Microsoft Dynamics 365!

Maps for CRM: Geo-Analytics, Routes, Locational Marketing & Territory Management – Powered by Maplytics

Wednesday, October 11

3:00 PM – 4:00 PM

Room: Cheekwood GH

Join the session to get in-depth demonstration of utilizing the mapping capabilities of Bing Maps within Dynamics CRM to;

  • Get enhanced business insights through powerful Heat Maps visualizations and Analytical Dashboards to improve organizational growth, make data-driven decisions, perform regional analysis & optimize operational efficiency.
  • Plan appointments to improve sales force productivity.
  • Create optimized routes to save time, meet more customers & close more deals.
  • Find nearby customers to increase touch points during each visit, schedule and manage unplanned meetings and improve efficiency.
  • Balance workload and potential by managing & distributing territories for effective sales force coverage.
  • Get visual insights for identifying areas worthy to allocate sparse resources and improve customer service & market coverage.
  • Understand market geography to tap into the potential of different regions by creating localized marketing campaigns & finding the best event location to increase customer participation & engagement.

To add this insightful session to your calendar, login & mark our session as a favorite now!

Write to us on crm@inogic.com; we would be happy to schedule a meeting :)

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Open Voice of the Customer survey link in a specific language using translations

Introduction:

Voice of the Customer surveys that was introduced in Dynamics CRM 2016 has enabled organizations to get feedback from their customers across devices. To know how to create VOC survey and survey activity, refer this article.

In this blog, we will guide you through the process of opening a Voice of the Customer Survey link in a specific language using translations.

Recently, we had a business requirement where we enabled multi-language in ‘Customer Satisfaction Survey’ of VOC. The survey had translations available in two languages, English (En) and French (Fr) as seen in the screenshot below;

Open Voice of the Customer survey link in a specific language using translationsThe survey was accessible in English by default, and the user had the option to change the language to French from the drop-down.

Now, we wanted to send a survey link to the customer that opens the survey in the French language.

In the VOC survey, when we change the language drop down, the survey link is changed and the ISO code (EN or FR) that is used in the translation of the survey is appended at the end of the survey link.

Open Voice of the Customer survey link in a specific language using translationsSo, we also added the ISO code (EN or FR) at the end of the survey link and now on the click of this URL, the survey will be opened directly in the French language.

Open Voice of the Customer survey link in a specific language using translationsConclusion:

To open VOC survey link in a specific language using the translations, added the ISO code at the end of the survey link.

Activity Tracking Dynamics CRM

 

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Apply Custom CSS to VOC Survey in Dynamics 365

Introduction:

In one of our previous blogs, we explained how to set up the VOC in Dynamics 365 environment.

In this blog, we will explain how to add custom CSS to the VOC Survey.

Recently, we developed a VOC survey to get the customer feedback in Dynamics CRM as seen in the screenshot below;

Apply Custom CSS to VOC Survey in Dynamics 365The design shown in the above screenshot is the default OOB design for the survey.

If we want to customize the header background color or change the header text look (e.g., Bold, Italic), we can either use the VOC Themes OOB options or the VOC Themes custom CSS option. We will discuss both the options in detail;

A. Using the VOC Themes OOB options:

You can design your custom theme by navigating to Voice of Customer > Themes and then clicking on the ‘New’ button to create your custom theme as seen in the screenshot below;

Apply Custom CSS to VOC Survey in Dynamics 365

VOC provides the options to change the background colors of the Header, Section, Navigation Bar, etc. as seen in the screenshot below;

Apply Custom CSS to VOC Survey in Dynamics 365

B. Using the VOC Themes custom CSS option:

If you want to add some additional CSS to the survey, then you can achieve this by adding your custom CSS in the survey. This CSS will be applied to the survey at runtime.

Follow the steps mentioned below to add the CSS to the survey:

1. Navigate to Voice of Customer > Theme and create a new theme for your survey as seen in the screenshot below;

Apply Custom CSS to VOC Survey in Dynamics 365

2. Now you need to get the div Id on which you want to apply CSS. To get the respective <Div CSS Class id> first you need to Run/Preview the survey. Then press F12 and select the element on which you want to apply the custom CSS. In our case our header div CSS class name is div.s_b as shown in the screenshot below;

Apply Custom CSS to VOC Survey in Dynamics 365

3. Now go to custom theme section and add your CSS in Runtime CSS text box. We have added the below CSS code to make the header text Bold and to change the background color of the header to Purple, as seen in the screenshot below;

Apply Custom CSS to VOC Survey in Dynamics 365

4. Once you save the record, go to the Survey Design and set the Default Theme to the theme that we created and then publish the changes as seen in the screenshot below;

Apply Custom CSS to VOC Survey in Dynamics 365

5. Now click on the Preview. The Header Color is now Purple, and the Header Text is Bold as seen in the screenshot below;

Apply Custom CSS to VOC Survey in Dynamics 365

Hope this helps!

Click2Clone One Click Productivity App to Copy_clone Dynamics 365_CRM Records

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[Live Webinar] Maplytics August 2017 Release – Uniquely Yours

[Live Webinar] Maplytics August 2017 Release – Uniquely Yours

With user centric improvements and features, Maplytics August 2017 Release is designed to enhance the productivity of every Dynamics CRM user by adding enhanced geo-analytics capabilities and user level personalization!

The new release is more user-friendly than its predecessors and empowers the user to do more on the map within Dynamics 365 Customer Engagement and places the user in control of how they want Maplytics to work.

Maplytics August 2017 Release incorporates features that allow users to personalize Maplytics based on their preference, perform more actions on data plotted on the map, get additional insights on the map for enhanced analytics, and control how the plotted data is represented for enhanced visual analysis!

Maplytics™ is an ideal solution for every Sales, Service, and Marketing enabled organizations. Maplytics empowers organizations to extract critical location based insights from Dynamics 365 data for better analytics and informed business decisions.

In this webinar, we will walk you through the new feature and improvement in Maplytics like;

  1. Personalize Maplytics as per your preference with user level ‘Map Configuration’
  2. Do more with the data plotted on the map with ‘Mass Actions’
  3. Get aggregate information for any enclosed area on the map with ‘Summary Card’
  4. Quickly perform actions you use the most with ‘Customizable Tooltip Card’
  5. Easy visual analysis on the Map with ‘Customizable Pushpins’
  6. Know your business geographically with the new and improved ‘Heat Map’

Join us, as we guide you through the new features in the new release of Maplytics!

Maplytics August 2017 Release – Uniquely Yours!

Wednesday, September 13, 2017

9:30 AM GMT | 1:00 PM EDT

Save Your Seat

Cannot attend live? You can still register, as we will be sending out the recording to all the registrants!

[Live Webinar] Maplytics August 2017 Release – Uniquely Yours

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Fixed – ‘The attachment cannot be saved. Either specify activityId or ObjectTypeCode & ObjectId’ error while processing Email Attachment using SSIS

Introduction:

While performing data migration most of the time, we need to migrate Email and Email Attachments, where we first migrate the Emails and then migrate the Email Attachments.

However, when we did a run for this, we were facing the below error.

‘The attachment cannot be saved. Either specify activityId or ObjectTypeCode & ObjectId.’

We had done the mapping for the Email attachments in the Destination CRM as shown in the screenshot below;

'The attachment cannot be saved. Either specify activityId or ObjectTypeCode & ObjectId' error while processing Email Attachment using SSIS

'The attachment cannot be saved. Either specify activityId or ObjectTypeCode & ObjectId' error while processing Email Attachment using SSIS

After investigating into this error, we found that we need to map either of the below fields.

ActivityId OR ObjectId and ObjectTypeCode

So, when we removed the mapping of the fields ‘ObjectID’ and ‘ObjectTypeCode’ from the mapping in the target CRM component, we did not get any error!

'The attachment cannot be saved. Either specify activityId or ObjectTypeCode & ObjectId' error while processing Email Attachment using SSIS

This time the attachments migrated successfully to the Target CRM.

'The attachment cannot be saved. Either specify activityId or ObjectTypeCode & ObjectId' error while processing Email Attachment using SSIS

Email in Source CRM:

'The attachment cannot be saved. Either specify activityId or ObjectTypeCode & ObjectId' error while processing Email Attachment using SSIS

Email in Destination CRM:

'The attachment cannot be saved. Either specify activityId or ObjectTypeCode & ObjectId' error while processing Email Attachment using SSIS

Conclusion:

While either migrating or creating an attachment to CRM you need to map either ‘ActivityId’ Or ‘ObjectId’ and ‘ObjectTypeCode’.

Get started with QuickBooks and Dynamics 365 Integration

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Populate the details from the Parent record to Child record in Resco

Introduction:

Recently we had a business requirement to populate some of the details on the Child record from the Parent record when the child record is created by clicking the ‘+’ button on the child record sub-grid in Resco.

We can achieve the above-said functionality easily in Dynamics CRM simply by adding the attributes mapping in the parent child (1:N) relationship. However, we wanted to do this in Resco.

After some research and playing around in Resco, we found an effortless way to achieve the requirement.

Steps to populate the details from parent to child record in Resco:

1. First, we would need to add the attributes in the mapping of the Parent to child relationship in Dynamics CRM that we need to copy over to the child record.

For Example, we have a 1:N relation between the account and the contact, and we need to populate some of the account details on the child contact record when the contact record is created by the clicking ‘+’ button on the contact sub-grid. For this, we would need to add the attributes mapping in Account to contact relationship in Dynamics CRM.

2. Once we have added the attributes mapping to the relationship in the Dynamics CRM, the next step is open the Mobile project in Resco and navigate to the ‘Configuration’ section as shown in the screenshot below;

Populate the details from parent to child record in Resco

3. Now search ‘Use Entity & Attribute Map’ in the search box, and set the value as ‘True’ as shown in the screenshot below;

Populate the details from parent to child record in Resco

4. After this, you can quickly populate the details from the Parent record to the Child record.

Conclusion:

Users can easily populate the details on the child record in Resco by first adding the attributes mapping to the relationship in the Dynamics CRM and then setting the value of ‘Use Entity & Attribute’ in Resco as ‘True’.

Improve the user adoption of Dynamics 365 by monitoring user activity within CRM

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