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Archive for October 7, 2017

What’s new for Developers/Admins/End Users – Dynamics 365 – v 9.0

With July 2017 update (v 9.0) there is a great set of new features introduced.

Now onward, the apps that make up the customer relationship management (CRM) portion of Dynamics 365 are referred to as “Customer Engagement” and include Sales, Customer Service, Field Service, Project Service Automation, and their related services.

In this article I am going to touch base few new features at a high level. I will be covering each feature in detailed in follow up articles.

UX Enhancements:

  • Removal of unneeded white space on forms and dashboards.
  • On forms, long text labels and values are wrapped. Admins can control word wrap through system level settings.

Text wrapping

  • The color of a sub-grid header can be customized at the form level
    • While adding sub grid to a form, now we have an option to set ‘Panel Header Color’

Sub grid Header Color

  • Themes – There are now three new standard themes to choose from.

Themes

  • Email editor control has been updated with rich editing capability.
  • Enhancements to ‘Sitemap Designer’ and ‘View Designer’

Advanced Find:

  • Advanced Find has got ‘Not In’ query option using “Does not contain data” operator.
  • Refer my previous article

Advanced Find - Not IN

Activity management:

  • New Quick Create forms have been introduced for Task, Phone Call, and Appointment with customization capabilities.

Dynamics 365 mobile app:

  • The new mobile app is built on the new Unified Interface, which provides key accessibility and responsive design benefits.
  • If you can add iFrames and web resources in forms and dashboards in a Dynamics 365 (online) web app, they will be enabled in Dynamics 365 for phones as well, if you check the box to enable iFrames and web resources for phones.

Virtual Entities:

  • A virtual entity is a custom entity in Dynamics 365 (online) that retrieves data at runtime from an external data source.
  • Records based on virtual entities are available from all Dynamics 365 (online) clients, including custom applications developed using the Dynamics 365 SDK.
  • Several options, such as Access Teams, Queues, and Quick Create, aren’t available with virtual entities.
  • Virtual entities are organization owned.
  • All virtual entities are read-only.
  • Existing entities cannot be converted to virtual entities.
  • Virtual entities don’t support auditing.
  • Virtual entity fields can’t be used in rollups or calculated fields.

MultiSelect option set:

D365 - Multiple Optionset - on form

Web resource dependencies:

  • In this release, you can now specify web resources during customization that will be used at run-time to include dependencies. This makes it easier to ensure that HTML, JavaScript resources, and all dependent resources are loaded appropriately.

Web resource localization:

  • This release includes support for a new resource type, RESX, which is an XML-based file format that supports comments associated with key+value translation pairs and is supported in Visual Studio.
  • You can associate RESX web resources with any JavaScript web resource that uses them so that you can use a new client-side API to access localized strings at run time.

Vector Image web resources:

  • Use vector images for any icon presented in the application.
  • The advantage of vector images over other image web resources is that they scale.
  • You can define one vector image and re-use it rather than provide multiple sizes of images.
  • You can use this web resource to define a single icon for an entity rather different sized images.

Web API improvements:

  • GrantAccess, ModifyAccess, and RetrieveSharedPrincipalsAndAccess messages are now available using the Web API.

Client API Enhancements:

  • Xrm.Page.context is deprecated in this release and will be replaced by Xrm.Utility.getGlobalContext
  • Xrm.Page.data.save(saveOptions) method’s ‘saveOptions’ to include a new value called SaveMode to let the onSave event handlers know why the save is happening.

Grid Click event – Override the default open behavior of data rows in an entity-bound grid:

  • As an OOB grid behavior, on double click of data row or clicking hyper link in Data row will open the entity record.
  • With this release, we can now override the default behavior to define your own custom behavior.
  • Create a command definition for an entity with Mscrm.OpenRecordItem as the value of the Id attribute (<CommandDefinition> (RibbonDiffXml)), and define custom action for the command <Actions> (RibbonDiffXml)
  • System will look for this command Id for an entity when you try to open a record from the entity-bound grid, and if present, will execute the custom action instead of opening the entity record (default behavior).

Customer Service Hub:

  • The Customer Service Hub (called Interactive Service Hub in earlier releases) has been rebuilt on the new Unified Interface as a stand-alone application.

Business process flows enhancements:

  • Business Process flow is now an entity and you can create custom views.
  • Business Process entities can now be made available on the site map

Useful articles:

🙂

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Categories: Dynamics 365 Tags: ,

Query using ‘Not In’ filter – Advanced Find – Dynamics 365 – V 9.0

October 7, 2017 1 comment

In the previous versions of CRM, there is no option in Advanced Find, to query all ‘Case’ records that do not have a related task, as we don’t have option to execute ‘Outer Join’ (i.e., Not in).

In V9.0 release, a new ‘Does not contain data‘ option added to ‘Advanced Find’ to filter ‘Not In’ records.

Let’s get started to fetch all the ‘Accounts’ which does not have any associated ‘Contacts’

  • Open ‘Advanced Find’
  • Select ‘Account’ entity and from the Related entities choose OOB ‘Contacts(Company Name)’ relationship.
  • Choose ‘Does Not Contain Data’ from filter option.

Advanced Find - Not IN

  • Fetch XML will be as below

Fetch XML - Not IN

🙂

Dynamics 365 – V9.0 – Multiselect option sets walk through

October 7, 2017 3 comments

In this article I am going to walk through the new field type “Multiselect Option set” from V9.0.

As the name suggests, “Multiselect Option set” will allow User to choose multiple choices.

In this walk through, I am going add a new ‘Multiselect Option Set’ called ‘Branches’ on ‘Account’ entity to capture the Account presence across the country.

  • Create a new field of type ‘Multiselect Option Set’ to the Account entity. I chose existing Global option set ‘City’ for this example. Create new Options, if you dont want to go with Global option set.

D365 - Multiple Optionset

  • Add this field on ‘Account’ main form and Publish the customizations.
  • Open any of the existing Account record and Select the Branches.

D365 - Multiple Optionset - on form

  • Add ‘Branches’ field to the view

D365 - Multiple Optionset - on view

  • Search in ‘Advanced Find’

D365 - Multiple Optionset - Adv Find 1

  • Fetchxml would form as below

D365 - Multiple Optionset - Adv Find Fectchxml

Key Points:

  • Multi-select option sets are available for Unified Interface and the web client.
  • Multi-select option sets are available for the following form types: Main, Quick Create, and Quick View.
  • Multi-select option sets won’t be supported on legacy forms.

🙂