Search this view capability on Grid in Dynamics 365


Search this view capability which was added in the product with 2020 Release Wave 1, searches on the fields specified in quick find view, but takes into consideration the selected view definition, when performing the search.

This is enabled by default.

Here Search this view will perform the search within the selected view i.e. All Contacts in this case.

The results show 3 records found within the All Contacts view, for the search term “alex”

The same search term returns blank in the case of Inactive contacts is selected.

The same applies to the sub-grids

To turn off this, select Yes for Use quick find view of an entity for searching on grid and sub-grids from General tab of System Settings

After applying the above change, we can see the text renamed to Quick Find within the Search Box.

Searching now, irrespective of the view selected, will perform the search across the records as per the definition of Quick Find view.

More on it

https://docs.microsoft.com/en-us/powerapps/user/grid-filters#use-search-on-a-grid

Also read – Search limit on Quick Find

https://docs.microsoft.com/en-us/powerapps/user/grid-filters#use-search-on-a-grid

Hope it helps..

D365 Customer Service : Voice Channel


Everything D365

Good customer service is taken for granted. To stand out, companies need exceptional customer service that go beyond what customers expect as standard.

Modern society has evolved. Customers now expect answers almost immediately and will go out in search for those answers themselves. Whether they’re searching about how to fix a device or get information to help them with a decision they may want to make; customers are utilising self service capabilities more and more.

However when customers have an urgent issue, the default behaviour is to reach for the phone. The phone is also the preferred method of communication for many people within some demographics.

At Microsoft ignite, Microsoft announced that a standard voice channel for the Omni Channel experience in D365 Customer Service would be available soon.

The voice channel is now currently in preview and having seen it, I must say I’m impressed and excited.

Some of…

View original post 166 more words

Upload file to Azure Blob Storage using BlobClient class – C#


Let us see a simple example to upload the file to Azure Blob Storage through a desktop application (C#).

Below is our Storage account and the container to which we will upload the files from the local drive.

Get the Connection String for the storage account from the Access Key area

Next – Create a console application or windows form application project and add the following NuGet Package

Azure.Storage.Blobs

Sample code –

The uploaded file – 

blob

 

Also check out – https://nishantrana.me/2020/11/25/use-azcopy-to-transfer-files-from-local-drive-to-azure-blog-storage/

Hope it helps..

 var filePath = @"D:\Sample.xlsx";

            var connectionString = "DefaultEndpointsProtocol=https;" +
                "AccountName=samplestorageaccountcrm;" +
                "AccountKey=aXX+FXLGqkT9yGOFQEfqPEKoW8oJZEX+kQQTW+kwU2AAcLNhVzpElaKqkzF18OLNd1pCy2NEniTMLTwwDoiv4Q==;" +
                "EndpointSuffix=core.windows.net";

            // intialize BobClient 
            Azure.Storage.Blobs.BlobClient blobClient = new Azure.Storage.Blobs.BlobClient(
                connectionString: connectionString, 
                blobContainerName: "mycrmfilescontainer", 
                blobName: "sampleBlobFileTest");
             
            // upload the file
            blobClient.Upload(filePath);
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Scripting AzCopy for automated upload


Tech Wizard

Today we will discuss how we can use powershell & script the azcopy to upload the files to azure.

This can be used for office 365 pst imports or other work that you do.

Here is the Code Snippet from one of my office 365 scripts to upload archives & also do error checking.

#################Azure Upload#################
$log1= $log[1]
Write-Host “Channging directory to azcopy” -ForegroundColor Green
cd “C:Program Files (x86)Microsoft SDKsAzureazcopy”
$azcopy = .AzCopy.exe /Source:$source /Dest:$SASurl /V:$log1 2>&1
Write-Host “Azcopy finsihed – check logs” -foregroundcolor Green
ProgressBar -Title “Azcopy finsihed – check logs” -Timer 10
$azcount = select-string -Pattern “Total files transferred” $log1
$az=$azcount -split “: ”
if ($az[1] -ne $count)
{
Write-Host “$az[1] and $count are not equal” -ForegroundColor Red
Add-Content $log[1] “$az[1] and $count are not equal Check WI for further instructions”
ProgressBar -Title “$az[1] and $count are not equal Check WI for further instructions – Exit” -Timer 10

View original post 213 more words

Open forms, views, and dashboards through URL in Dynamics 365 Mobile / Tablet App


Recently we had a requirement to open an existing lead record within the Dynamics 365 Mobile App from another app.

Using the application handler for mobile clients this can be achieved.

Custom browser protocol – https://nishantrana.me/2020/09/22/use-custom-browser-protocol-to-launch-desktop-applications-from-dynamics-365/

We can either open an empty create entity form or an existing record by passing the GUID of the record.

Similarly, we can open a view and dashboard.

Below is the URL format

ms-dynamicsxrm://?pagetype=[entity/view/dashboard/create] &etn=[EntitySchemaName]&id=[GUID]

ms-dynamicsxrm://?pagetype=[entity/view/dashboard/create] &etn=[EntitySchemaName]&id=[GUID]

To open an existing lead record we would use the below URL

ms-dynamicsxrm://?pagetype=entity&etn=lead&id= e5975ea3-531c-e511-80d8-3863bb3ce2c8

Say for e.g. below is the lead record we want to open in the Dynamics 365 Tablet app from a desktop application.

The Windows Form Application –

On the click of the Open Lead button, the lead record is opened in the tablet app as shown below

In case we are not logged in to the app, it would ask us to sign in first and after successful login, it will open the lead record.

The same from an HTML page

The same is the experience for the mobile app.

Clicking on the link in the browser opens the Dynamics 365 Mobile App with the lead record specified in the id.

Similarly we can open a View, Dashboard, or the Create form for an entity.

Get all the details here –

https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/open-forms-views-dashboards-mobile-client-url

Also check out the custom workflow activity for it 

https://github.com/demianrasko/Dynamics-365-Workflow-Tools/blob/master/docs/Entity%20Mobile%20Deep%20Link.md

Check other posts on Dynamics 365 Mobile App 

https://nishantrana.me/2020/05/12/dynamics-365-for-phones-and-tablets-blog-posts/

Hope it helps..

 

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Macros in Omnichannel and Customer Service Workspace – Dynamics 365


Macros enables users to perform the set of sequential actions – repetitive and monotonous –  in a more process complaint manner, which can be reused across different sessions, making it faster, more efficient and less error prone.

To define a Macro, navigate to Omnichannel Administration app > Agent Experience > Macros

Check other posts on Omnichannel 

The interface is similar to Power Automate with some predefined automation actions.

Session Connector has the following actions >

Omnichannel Connector has the following actions >

Flow Connector has the following actions >

Productivity Automation has the following actions >

Get all the details here –https://docs.microsoft.com/en-us/dynamics365/app-profile-manager/macros

Now back to our Macro, select Productivity Automation trigger.

Select the action Start macro execution.

Select Clone current record.

Specify the title of the cloned record.

Let us create a new Agent Script with Agent Script step having Action Type as Macro.

Agent Script – https://nishantrana.me/2021/03/02/agent-scripts-in-omnichannel-and-customer-service-workspace-dynamics-365/

Navigate to Omnichannel Administration > Agent Experience > Agent Script and create a new Agent Script.

Follow it by adding a new Agent script step.

Below is our Agent script step record

which is associated with the Agent Script record

Now to test it let us open an existing record within a new session (Shift + record click) within Customer Service Workspace.

More on Customer Service Workspace –https://nishantrana.me/2020/08/13/new-customer-service-workspace-app-preview-in-dynamics-365-2020-release-wave-2/

Select Clone Record for the record to be opened in the new session.

As expected selecting on Clone Record – opens the clone of the record in a new Tab as shown below

We can also check the run history of the Macro using View run history option

That was a very basic example we saw, now with the option of running flow i.e. Run Flow as Macro using the Flow Connector, the possibility is limitless.

Hope it helps..

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