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Fixed – “Unable To Load Plug-in Assembly” Error in Dynamics 365

Introduction:

Recently we had a business requirement where we created plug-ins and asynchronous workflows for ON-Premise CRM and in the plug-ins, we used some third party dll like Newtonsoft.Json.dll. But when we tried to register the plug-ins using ILMerge approach, the third party dlls did not get merged with plugin dll and other required dlls. So we have no option other than registering the plugins on “Disk” Mode.

However, it was working fine in Dev environment.

Also, when we moved it to the Production following the same steps as we did for Dev, the plug-ins were working fine when they were triggered on their respective events. But when Asynchronous workflows on the same entity (as of Plugins) were fired it started failing with error as shown in the below screenshot.

Unable To Load Plug-in Assembly" Error in Dynamics 365

At first, we were not able to understand the reason why such error was occurring in the workflow as we correctly registered all plugins and it was working fine on individual events of the plugins like an update of an entity.

Then after some research and play around we found that the only difference was that the Production environment was distributed to multiple servers i.e. Dynamics CRM was installed on one server and SQL in other. So was their Frontend server and Backend servers which were hosted on different machines.

Whereas in Dev environment, all the services were installed on one machine where the CRM was installed. Also, the plugins were registered on disk there too. So for Dev CRM, we had copied our Plug-in dll file and other dependent .dll files in the following path below

C:\Program Files\Microsoft Dynamics CRM\Server\bin\assembly

on the machine where CRM was installed and as well as CRM services were running and SQL Server was present.

So during deployment to PROD, we copied our .dll files in the same path of the machine which was Application server where ONLY CRM was installed. And as mentioned earlier, due to the distributed server setup, their SQL server was at one machine and CRM services were running at Back End Server machine. At first, we only copied our dll files in Application server machine in the same path as above and registered the plug-ins and its steps in Application server machine.

But we faced the issue from asynchronous workflows in Production Environment as explained above.

Later after some research, we found that as CRM is distributed on multiple servers so we will need to copy the dlls in Back End Server machine too where CRM services were running. So we first copied dll files to the path mentioned above in the machine where CRM is installed, which is Application Server. And then repeated the same task as above i.e copied the plug-in dll and dependent other dlls in the path of the machine where CRM services are present, which is Back End Server in our case. And then we registered the plug-in the CRM installed machine.

Woah! It worked and resolved our issue.

 If you try to copy the dlls in the CRM services installed machine AFTER registering the plugin, then the issue will still be there. In such cases, you may need to do an IISRESET

(Note: I didn’t do it as it was a Production environmentJ)

 So the safe option is to make sure you copy dlls in both servers first and then register plug-in.

NOTE: If there’s no “assembly” folder in the bin folder of Server folder of Microsoft Dynamics CRM in the machine were CRM services are installed, then create one and copy dlls.

Hope this Helps!

Copy_clone Dynamics 365_CRM Records

from Microsoft Dynamics 365(CRM) Tips and Tricks http://bit.ly/2DiTzDK
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Announcing Maplytics release for Dynamics 365 v9.0 and the new app for mobile & Tablets

Microsoft Dynamics 365 v9.0 brings some of the most awaited UX enhancements, extensibility, and app platform enhancements and the new Unified Interface framework that not only makes the application faster but also improves the user experience across devices.

We have been working on a comprehensive Maplytics solution for Dynamics 365 v9.0, and we are excited to announce the Maplytics release for v9.0.

With this release, our core focus was to utilize the Unified Interface framework and the capabilities it opened up for mobile and tablet client. Yes, Maplytics, your favorite Maps Integration with Dynamics CRM now supports the cool new Dynamics 365 v9 and also works within its new mobile and tablet app.

Announcing Maplytics release for Dynamics 365 v9.0 and the new app for mobile & Tablets

The v9.0 release brought some much needed unified interface refresh for the Dynamics 365 App for Phones and Tablets, and we are pleased to inform users that Maplytics is now available on Mobile/Tablet devices as well. Organizations can now utilize the location-based business insights from their Dynamics CRM data anywhere & anytime across multiple devices!

We have received a lot of inquiries about the mobile capabilities, and one of the most asked questions was to find nearby customers around the current GPS location of the mobile device. Manually entering the current location on the small screens of mobile devices when they were on the field was cumbersome for users and most of the time users didn’t even know the exact address!

With this new release, Maplytics simplifies the process of finding the user’s current location (GPS location). Now users just need to click on the current location button, and Maplytics will locate the current GPS location of the user and allow them to perform Radius Search right on their mobile devices!

Announcing Maplytics release for Dynamics 365 v9.0 and the new app for mobile & Tablets

You don’t need another app, Maplytics work within the new Dynamics 365 App for Phones and Tablets. The user just needs to add Maplytics Dashboards to their existing App on the Dynamics 365 UCI framework.

To access Maplytics from Dynamics CRM App, Choose CRM Hub > Dashboard > Maplytics Detail Map.

Get started with Maplytics and be productive on the go! Download your free trial for Dynamics 365 Customer Engagement v9.0 today!

from Microsoft Dynamics 365(CRM) Tips and Tricks http://bit.ly/2mdwoAo
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New Actions buttons on Dashboard Records in Dynamics 365 v9.0 Mobile & Tablet App

Introduction:

Recently while working on Dynamics 365 v9.0 Mobile & Tablet App we found new action buttons on dashboard records which can be a benefit for Dynamics 365 user. So in this blog we will discuss about new action buttons in Dynamics 365 v9.0 Mobile & Table Client, which allows user to Qualify Lead and Close the Opportunity as Won or Lost on dashboard itself.

Qualify lead on Dashboard:

As you can see in the below screenshot, Earlier in v8.0 there was no provision in Dynamics 365 Mobile & Tablet App to qualify the lead on dashboard.

New Actions buttons on Dashboard Records in Dynamics 365 v9.0 Mobile & Tablet App

This is possible in v9.0. To achieve this, login to Dynamics 365 App on mobile or tablet. After logging into the App you will see the home page with dashboard (by default) as seen in the screenshot below:

New Actions buttons on Dashboard Records in Dynamics 365 v9.0 Mobile & Tablet App

Navigate to Open Leads grid on dashboard and select the record by clicking on “…” icon i.e. the more options. The following options are displayed:

New Actions buttons on Dashboard Records in Dynamics 365 v9.0 Mobile & Tablet App

We will see the new option is added with name “Qualify” as shown in above screenshot.

Here, we will qualify the Lead “Alex Wu” by clicking on Qualify option.

In the background, Lead gets qualified and converted to Opportunity and is no more available in the Open Lead grid as seen in the below screenshot:

New Actions buttons on Dashboard Records in Dynamics 365 v9.0 Mobile & Tablet App

Close Opportunity as Won or Lost through Dashboard:

Similarly, User can Close opportunity as Won or Lost on dashboard itself.

Earlier in v8.0 there was no option available in Dynamics 365 Mobile/Tablet App to Close the Opportunity as Won or Lost on dashboard as seen in below screenshot:

New Actions buttons on Dashboard Records in Dynamics 365 v9.0 Mobile & Tablet App

This is now possible in Dynamics 365 v9.0 mobile & Tablet Client, for this Navigate to the Open Opportunity grid on Dashboard as below:

New Actions buttons on Dashboard Records in Dynamics 365 v9.0 Mobile & Tablet App

Now here, we will select the Opportunity that is created when we qualified the Lead “Alex Wu”. To Close the opportunity click on “…” icon i.e. the more options. The two new options i.e. Close as Lost and Close as Won options are displayed along with the existing options as shown in below screenshot:

New Actions buttons on Dashboard Records in Dynamics 365 v9.0 Mobile & Tablet App

On Click of “Close as Won” option the Close opportunity window will appear as below:

New Actions buttons on Dashboard Records in Dynamics 365 v9.0 Mobile & Tablet App

Verify the auto populated details and click on “OK”.

The opportunity will get closed as won and will no longer be available in the open opportunity grid on dashboard as seen below:New Actions buttons on Dashboard Records in Dynamics 365 v9.0 Mobile & Tablet App

Similarly, the opportunity can be Closed as Lost by selecting the Close as Lost Option.

Here, I will select another open opportunity “Audio Equipment” and select “Close as Lost” option by clicking on “…” icon i.e. More options.

New Actions buttons on Dashboard Records in Dynamics 365 v9.0 Mobile & Tablet App

On Click of “Close as Lost” option, Close Opportunity window will appear as below:

New Actions buttons on Dashboard Records in Dynamics 365 v9.0 Mobile & Tablet App

Select the appropriate Status reason and verify the auto populated details and Click on “OK”.

The opportunity will get closed as Lost and will no longer be available in the open opportunity grid on dashboard as seen below:

New Actions buttons on Dashboard Records in Dynamics 365 v9.0 Mobile & Tablet App

Similarly, for Case entity the new actions available in Dynamics 365 Mobile & Tablet App are as follows:

1. Do not decrement entitlement terms

2. Apply routing rule

3. Cancel Case

4. Resolve Case

Conclusion:

The new action buttons in Dynamics 365 v9.0 Mobile & Tablet App allows user to Qualify Lead and Close the Opportunity as Won or Lost and also Cancel and Resolve case on dashboard and made it possible to store the new records in Dynamics 365 with the appropriate status of the leads, Opportunities and Case.

Microsoft Dynamics CRM and QuickBooks Integration

from Microsoft Dynamics 365(CRM) Tips and Tricks http://bit.ly/2qIUKro
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Innovation in Dynamics 365 Customer Engagement starts with you at Inogic

Yes. Innovation starts with you at Inogic. It’s our Partners, Customers, and Community which keeps us motivated in our vision to bring new innovative solutions and innovation in our solutions as per your business needs, your own future vision. “You just read my mind” these are some of the golden words which drives this innovation. Our Dynamics CRM/365 solutions list may still be the same but we have been continuously evolving them with new features, new user interface yes we all love the new Dynamics 365 v9.0. It’s also about quality, our flagship solution Maplytics becomes one of the first geo-analytical mapping solution to be certified for Microsoft Dynamics (CfMD) by meeting Microsoft Corp.’s highest standard for partner-developed software and all these solutions are now on Microsoft AppSource which in itself is a revolution to get the best of quality Dynamics 365 Apps for your business. We have been working on this and newer technologies so whenever you need us for anything in Dynamics CRM be it integration, migration, developing we are there for you.

Innovation in Dynamics 365 Customer Engagement starts with you at Inogic

Let’s walk through on some benefits how these Dynamics 365 Apps help your business transform:

Maplytics™ – Locational Intelligence Simplified:

Maplytics for your Dynamics CRM is not just about geolocation data which gives you a Location Map of your customers. It’s a mini-crm in itself, which helps you find customers depending on your exact business requirement. Generate more leads by adding businesses from the map itself. Plan Marketing campaigns, Setup appointments, reach them in the most optimized way and see your business grow. It also has a unique territory management approach, dashboards and heat maps to give you a stronger control of your business.

There’s much more…download your free trial from our Website or AppSource to see how Maps in Dynamics CRM using Maplytics is adding value to your CRM Data and help you manage the complete process of converting your existing customers into new opportunities.

InoLink – QuickBooks & Dynamics 365 Integration:

InoLink is a bi-directional integration solution that seamlessly integrates Microsoft Dynamics 365 Customer Engagement/CRM and Intuit QuickBooks.

Download a Free Trial from our Website if you would like these features for your business:

1. 360 degree view of complete Customer Accounting details within Dynamics CRM

2. Promote Quote/Invoice from Dynamics 365 to QuickBooks

3. Perform Sales Tax calculation for Quotes, Orders, and Invoices in CRM

4. Avoid data duplication by linking existing Accounts/Contacts/Products in Dynamics CRM & QuickBooks

5. Sync Customer Aging details, Sales Transactions, & Payment information from QuickBooks to Dynamics CRM

Click2Clone – Copy Dynamics 365 records in a single click:

Click2Clone is a productivity add-on for Dynamics 365 Customer Engagement/CRM that helps you to clone records in just one click.

Why Click2Clone?

1. Simplify the process of creating new records

2. Clone Dynamics 365 system as well as custom entities

3. Significantly reduce the time spent on redundant data entry

4. Carry over related records from 1:N & N:N relationships

Click2Export – Export & email Dynamics 365 reports in a single click:

Click2Export is a productivity add-on for Dynamics 365 that helps you to export Dynamics CRM reports to widely used file formats like PDF, Excel or Word in a single click and further attach to an email or note.

Here is why you Dynamics CRM users prefer to use Click2Export to Export reports in Dynamics CRM:

1. Export any Dynamics 365 reports in PDF, MS Word or MS Excel in a single click

2. Exported reports can be attached to an email or note or simply downloaded for offline use

3. Support for bulk exporting of Dynamics CRM reports

4. User can decide whether to export combined report for all records or one report per record

User Adoption Monitor – Monitor user adoption of Dynamics 365:

User Adoption Monitor is a productivity add-on designed to improve the user adoption of Dynamics 365 by tracking and reviewing the actions performed by users in Dynamics CRM.

Why User Adoption Monitor for your Dynamics CRM:

1. Improve user adoption of Dynamics CRM by tracking daily usage

2. Track OOB and Custom entities in Dynamics CRM

3. Track usage of Dynamics CRM on Daily, Weekly or Monthly basis

4. Better visualization with Leaderboard and Performance Dashboards

If improving your business productivity is on your wish list for this year then contact us on crm@inogic.com for more information about Inogic’s productivity add-ons.

Again, we wish you all a Happy New Year and assure you of our commitment to developing innovative Dynamics 365 Apps to fill in the gaps for transformation to the next level.

from Microsoft Dynamics 365(CRM) Tips and Tricks http://bit.ly/2Ez0KWe
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How to Show the Field Label along with the value in List view in Resco Project

Introduction:

Recently, we had a business requirement where we need to show the Field Label in List view in the mobile app.

Generally, when we create the List view in the Resco Woodford mobile project, Only the values of the fields added in that View are displayed on the mobile app whereas the label of the fields are not display in the view.

For example, we have created the following view in the Resco Woodford mobile project.

List view in Resco Project

And when we see this view in the mobile app then it looks as seen in the below screenshot.

List view in Resco Project

So from the above screen, we can’t easily identify the Field Labels from its value, or in other words, we didn’t know which fields are displaying what in the above view.

So if we display the Field Label in the view it is easy to understand fields and their values.

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 show the Field Label in the List view in Resco:

Step 1: Open the view in the Resco Woodford and click on the “Edit Style” button as shown in below screenshot.

List view in Resco Project

After clicking on “Edit Style” button the “Global Style Manager” window gets open as seen below.

List view in Resco Project

Select the “primary” tab and then click on the “+ Add” button as shown in the above screenshot.

By Clicking on the “+ Add” button you can add a new style and the following window will open. Configure the style as shown in the below screenshot.

List view in Resco Project

In Order to configure the newly created style, we would need to provide the value for two highlighted fields in the above image.

Regarding FormatString: Format string provide a way, how we would display the field label in the view.

For example, Format string in the above screen contains two-part “Account Name:” and {0}.

Account Name:” this is the constant value same as the filed label which will display in the view. Text added here will be display as a field label in mobile app.

{0}: this is a place holder and contain the actual field value.

Regarding Name:

Name: this is the name of newly created style, user can put any name as per user convenience. For example we put Name of style as “Style Name” in above image.

To apply this style to our List View:

Select the field in the list view and apply a newly created style to this field as shown in the below screenshot.

List view in Resco Project

Save and close the List View and published the project.

Open the Mobile app sync it. Then open the List view of account for which we made the configuration.

We can see the below screen.

List view in Resco Project

Conclusion:

So in order to display the Field Label in the view, you would need to create a style for each field which is displayed in the view and set the style for each field accordingly.

Integrate Dynamics CRM Online QuickBooks

from Microsoft Dynamics 365(CRM) Tips and Tricks http://bit.ly/2lpSNtR
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Reference Panel Section in Dynamics 365 V9.0

Introduction:

The latest update of Dynamics 365 has brought many new exciting features, many of them are related to UI section. While exploring some of the new features in Dynamics 365 V9.0, we found one interesting addition which is a Reference Panel.

In this blog, we will see Use of Reference Panel Section in Dynamics 365 V9.0

Reference Panel Section in CRM in Dynamics 365 V9.0:

Usually when we place quick view on the form, an extra space gets added above it, because of which form may look cultured. Many of you might have experienced the same issue as it becomes the difficult job to align the quick view along with other controls on the form.

Also, even if we consider a simple task of placing the sub grids along with the quick view, it becomes hectic.

Now let’s see how we can make the form design better using reference panel and overcome these issues in Dynamics 365 V9.0.

Once we open the form editor in Dynamics 365 V9.0, you will see the option “Reference Panel” under INSERT tab as shown below:

Reference Panel Section in Dynamics 365 V9.0

We cannot add the fields to Reference panel section. It only allows us to add Sub-grids and Quick View forms.

Reference Panel Section in Dynamics 365 V9.0

We can only add one Reference Panel section per entity form.

Reference Panel Section in Dynamics 365 V9.0

Once Reference Panel section is added, we can add multiple sub grids or quick view forms to it, which gives a presentable look on web as well as on Unified Interface.

Web:

On web, after adding reference panel form will look as shown in below screenshot.

Reference Panel Section in Dynamics 365 V9.0

Unified Interface:

On Unified Interface, after adding reference panel form will look as shown in below screenshot.

Reference Panel Section in Dynamics 365 V9.0

Now let’s see how to get controls programmatically and show/hide reference panel section.

1Get the reference panel section.

var refPanel = formContext.ui.tabs.get(TabName).sections.get(ReferencePanelSectionName);

2. Show/hide entire Reference Panel.

refPanel.setVisible(false/true);

a. True: To show the reference panel.

b. False: To hide the reference panel.

3. Get the components added inside reference panel

a. To Get the subgrid added in the reference section:

var contactSubGrid =  formContext.ui.controls.get(SubGridName);

b. To Get the Quick view inside reference section:

var quickView = formContext.ui.quickForms.get(QuickViewFormName);

Note: Pass the execution context to get the “formContext” and use the method getFormContext() to get the form context as shown below.

                   var formContext = executionContext.getFormContext();

Conclusion:

We can make forms more presentable using Reference Panel Section in Dynamics 365 V9.0.

Export Dynamics CRM Reports

from Microsoft Dynamics 365(CRM) Tips and Tricks http://bit.ly/2BlPlLt
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Dependent Attributes in JavaScript in Dynamics 365 V9.0

Introduction:

Is Form Scripting a dreadful task, given the uncertainty that no one knows when the necessary attribute(s) for our script will be taken down from the form or it’ll be deleted completely?

Well! With Dynamics 365 9.0, we can avoid these situations in a finesse way.

Apart from the ability to handle the dependent JavaScript as described here, there is another feature which enables us to define the dependent attributes.

Define Dependent Attributes in JavaScript:

By tagging a dependent attribute(s) to the JavaScript, we don’t have to worry about the attribute being or not being on the form.

Also, by tagging a dependent attribute(s) to the JavaScript, Dynamics 365 V9.0 internal mechanism makes sure that the attribute(s) cannot be deleted. It shows the below error while attempting a delete.

Dependent Attributes in JavaScript in Dynamics 365 V9.0

How to add dependent attribute(s)?

1. Open the JavaScript that needs to be tagged with Dependent Attribute(s).

2. Select Dependencies tab.

Dependent Attributes in JavaScript in Dynamics 365 V9.0

3. Go to the below table and add the Dependent Attribute(s).

Dependent Attributes in JavaScript in Dynamics 365 V9.0

Lo! We can develop scripts without the dread of attribute(s) getting removed from the form and, hence, our logic going south.

Conclusion:

  • After tagging the attribute to a JavaScript, it is not required to have the attribute on the form and still, we can use the value of the attribute.
  • Tagging also makes sure that the attribute cannot be deleted.

Easily Export Dynamics 365 Reports in PDF, Word, or Excel

from Microsoft Dynamics 365(CRM) Tips and Tricks http://bit.ly/2BsL0oY
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