Kanban View for Activities in Dynamics 365 Sales – 2020 Release Wave 1 Plan

Similar to the Opportunity entity, we can add a Kanban view to Activities.

https://nishantrana.me/2020/02/14/kanban-view-for-opportunity-in-dynamics-365-sales-2020-release-wave-1-plan/

Open the Activity entity for Customization and add the Kanban control and publish the changes.

*similar to Kanban, we can configure Calendar control for Activity.

After publishing the changes we will have both Kanban view and Calendar Control view available for use to selectà

Kanban view shows the activity records based on the different status.

Clicking on Title opens the record in the new window

Fields are editable

The view can be filtered based on Due date and Activity Type

We can use Search to filter the result in view

Each lane shows the total records in that particular lane

Supports drag and drop

Moving the record to the Completed lane

Opens the Close Task dialog

Within the Close Task Dialog box, we have the option to specify Completed or Cancel for the task.

Here we selected Canceled, which moves the record to Canceled lane.

The Closed / Completed activity cannot be dragged to Open lane and reopened for out of the box entities except Campaign Response.

Below we are moving Campaign Response activity record from Completed to Open lane.

The custom activity can be moved between the lanes without any such restriction. i.e. It can move from Cancelled to Completed or Completed to Cancelled, or From Completed and canceled to Open, etc.

With upcoming releases, we would see the option of adding Kanban view to other entities. (Right now, we can add the Kanban View to other entities but it renders as blank except Activity and Opportunity).

Check other blog posts on

Release 2020 Wave 1:https://nishantrana.me/2020-release-wave-1/

Release 2019 Wave 2: https://nishantrana.me/2019/12/31/dynamics-365-2019-release-wave-2-blog-posts/

Hope it helps..

.NET Core CDS SDK Alpha Availability

Must read

Colin Vermander

At long last a version of the CDS SDK is available with .NET Core 3.0 and 3.1 as target frameworks! This release marks a lot of significant change as well with the SDK to align with how CDS and Dynamics are marketed and sold. Gone are the days of XRM and CRM, welcome to the SDK aligning now with Power Platform and CDS.

The Warnings

  • This is an ALPHA release
  • Use at your own risk
  • There is no support
  • Namespace/class names may and will change through releases
  • Only OAuth, Certificate, Client Secret authentication types (for .NET Core)
  • Do not use this in production

The Packages

Microsoft.Powerplatform.Cds.Client
Effectively the Xrm Tooling library but instead of CrmServiceClient it is CdsServiceClient in a new namespace. Removes items that are specific to Dynamics 1st party apps, only contains items for “CDS naked”, i.e. no Dynamics 1st party like lead messages, case messages, etc.

Microsoft.Powerplatform.Cds.Client.Dynamics

View original post 605 more words

Kanban View for Opportunity in Dynamics 365 Sales – 2020 Release Wave 1 Plan

With the 2020 Release Wave 1 Plan, now Kanban View can be added to Opportunity.

To configure it, open the Opportunity entity for Customization, go to Controls tab and Add Kanban control to it and publish the changes.

This adds the Kanban view to the Opportunity’s view.

There are 2 different Kanban views available

  • Based on the BPF Sales stage (stages of the Opportunity sales process BPF)

  • Based on Status (Open, Won, Lost)


Let us look at different actions that we can perform within the Kanban view.

  • Clicking on Title opens the record in new window



  • Fields are editable


  • Use Search to filter the result in the view


  • Each lane shows the total of estimated revenue and total records in the lane


  • Supports drag and drop

Here we are dragging the 4G Enabled Tablets record to Won Status lane.


It opens the close opportunity dialog box.

We can update the values and add a description if needed. Clicking on OK moves the record to the Won status lane.

Similarly dragging the record from Lost and Won to Open Lane, reopens the record.

In the case of the Business Process Flow view, moving the card to another stage lane will open the record itself.

Here moving record titled Audio from qualify to develop lane

Opens the BPF in the record itself.

Currently, the Kanban view is only available for Opportunity Sales Process flow.

Updating the Display Name of the stage, adding/removing a stage all is reflected back in the Kanban View.

The Kanban View for the updated process reflects the changes made

With coming releases, expecting this feature added to other business process flow.

Check other blog posts on

Release 2020 Wave 1: https://nishantrana.me/2020-release-wave-1/

Release 2019 Wave 2: https://nishantrana.me/2019/12/31/dynamics-365-2019-release-wave-2-blog-posts/

Hope it helps..

Save and Email PDF options added to Dynamics 365 Sales – 2020 Release Wave 1 Plan

The PDF generation capability has been added to Dynamics 365 Sales for the following entities: Lead, Contact, Account, Opportunity, Quote, Order and Invoice.

As an Admin, we can configure it here.

Enabling it adds the Create PDF and Email as PDF commands.

Create PDF and Email as PDF options will let the user select the templates available for that entity.

The generated pdf document through Create PDF option, can either be saved in SharePoint or in the local drive.

Clicking on Download starts the Export to PDF process and saves a copy of the pdf.

Clicking on Save saves it in the SharePoint Document Location configured

Email as PDF option can be used to email the PDF directly to the customer.

It basically opens the Email record with PDF added as an attachment.

The mapping for the email opened –

Check other blog posts on

Release 2020 Wave 1: https://nishantrana.me/2020-release-wave-1/

Release 2019 Wave 2: https://nishantrana.me/2019/12/31/dynamics-365-2019-release-wave-2-blog-posts/

Hope it helps..

Sales Team Member app module in 2020 Release Wave 1 Plan

A new Sales Team Member App has been made available in the 2020 Release Wave 1 plan that is specifically designed for users having Team Member License.

Below are the roles assigned to the app.

Below are the entities available for the users within the Sales Team Member app

Team member licensing is targeted towards the lightweight users that need limited access across the Dynamics 365 Apps.

Below are some of the rights/actions that Team member License User can perform –

  • Read all Dynamics 365 application data and Custom Entity Data.
  • Can Access Customer Engagement applications from Web App, Mobile, Tablet and Outlook.
  • Mobile Offline capabilities are not available for Team Member Licenses.
  • Create, Update and Delete
    à Activities, Announcements, Contacts, Custom Entities (15 max), Notes associated with them, Personal Views, Saved Views, Email Templates, Word Templates.
  • Create and modify up to 15 Custom Entities (per application) in addition to the OOB entities.
  • Export data to excel.
  • Access user reports, charts and dashboards.
  • Through Portal and API – create, read, update and delete Cases.
  • Post and follow activity feeds.
  • Perform mail merge.
  • Start a dialog.
  • Associate a marketing list with contact or account.
  • Use a queue item.
  • Use relationships and connections between records.
  • Use the search and advanced find.

The below diagram from the Licensing guide explains how team members’ license fits with the need to access custom entities.

Licensing is one the most complex part about the product, so it always recommended to go through the licensing guide and clear any doubts from Microsoft before deciding.

Download the Dynamics 365 Licensing Guide

https://go.microsoft.com/fwlink/p/?LinkId=866544

Also, check

https://docs.microsoft.com/en-us/dynamics365/get-started/team-members-license

https://docs.microsoft.com/en-in/dynamics365/sales-enterprise/sales-team-member

Check other blog posts on

Release 2020 Wave 1: https://nishantrana.me/2020-release-wave-1/

Release 2019 Wave 2: https://nishantrana.me/2019/12/31/dynamics-365-2019-release-wave-2-blog-posts/

Hope it helps..

Configure Sales Hub from Centralized Location (General Settings Section added) for Dynamics 365 for Sales – 2020 Release wave 1

With 2020 Release wave 1 we have a new General Settings section add to App Settings for Dynamics 365 for Sales for easy configuration of the app from a centralised location.

In 2019 Release wave 2 à

There is no general setting section.

In 2020 Release Wave 1 à

We have the General Settings section added to App Settings

Below are the different configuration options available as a part of it.

  • Auto creating records for newly qualified leads

This feature was added as part of Release 2019 wave 2, which lets the Administrator configure which records to be created Account, Contact, and \ or Opportunity. Get more details below.

https://nishantrana.me/2019/11/22/lead-enhancements-in-dynamics-365-for-sales-2019-release-wave-2/

  • Custom fields on Opportunity Close Dialog Box.

In 2019 Release Wave 2 à This feature was added which finally allowed adding custom fields to Close Opportunity Dialog box.

https://nishantrana.me/2019/11/22/customize-opportunity-close-dialog-box-dynamics-365-for-sales/

  • Enhanced Email

In 2019 Release Wave 2 à The new feature added pop-up email window for the user to refer the main record. Get all the details below.

https://nishantrana.me/2019/11/23/contextual-email-communication-in-dynamics-365-for-sales-2019-release-wave-2-unified-client/

  • Business Card Scan

In 2019 Release Wave 2 à This feature allowed scanning of the business card, which auto-populated the configured fields in the form.

https://nishantrana.me/2019/12/23/scan-business-cards-in-dynamics-365-for-sales-2019-release-wave-2-unified-interface/

The PDF generation capability is available for additional entities earlier it was only available for Quote with version 9.0.1911.1009 of the product.

More on this

https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/enable-pdf-generation-quote

  • Microsoft Team Integration

  • LinkedIn Integration

Check other blog posts on

  • Release 2020 Wave 1

https://nishantrana.me/2020-release-wave-1/

  • Release 2019 Wave 2

https://nishantrana.me/2019/12/31/dynamics-365-2019-release-wave-2-blog-posts/

Hope it helps..

Email template enhancements in Dynamics 365 for Sales – 2020 Release wave 1

With 2020 Release wave 1 we have new features added to email templates selection, which makes it more intuitive and easier for the users to pick the correct template.

In 2019 Release wave 2 à

Clicking on the Insert Template button will open up a dialog box to specify language and search for the template.

In 2020 Release wave 1 à

Clicking on the Insert Template button will open the Email Templates Dialog box which will list down templates for selection based on the recipient selected.

And if we have 2 different types of recipients it asks us to select the recipient first to populate the template accordingly.

Search option lets us filter the templates further

We can also preview the messages before applying the template.

Also click on the Email button on the Activities window, opens the new email form as model dialog

This slideshow requires JavaScript.

Also check out

Opportunity Product enhancements in 2020 Release wave 1

https://nishantrana.me/2020/02/10/opportunity-products-enhancement-in-dynamics-365-for-sales-2020-release-wave-1/

Hope it helps..

Opportunity Products enhancement in Dynamics 365 for Sales – 2020 Release wave 1

With 2020 Release wave 1 we have new features added to the experience of adding opportunity product (product line items) to an opportunity, which makes it easy to search, explore and add multiple products at once.

In 2019 Release Wave 2 à

Clicking on Add Product button

Opens the new opportunity line form

With 2020 Release wave 1 à

On click on Add Product button, we get the Add Opportunity Products dialog box.

Which lets us

Search à

See more details of the product à

Select multiple products à

See the recently used products for quick accessà

Add write-in products à

View all the selected products and remove them if required using the delete icon and to add multiple products through the Add to Opportunity button.

The above features are only for Opportunity Products, for Orders, Invoices and Quote it will still open the corresponding create form for creating/adding the record.

Also, check out the enhancements added to Products in the previous version

https://nishantrana.me/2019/12/28/opportunity-quote-order-invoice-product-related-enhancements-in-dynamics-365-for-sales/

And

Email Template enhancements in 2020 Release wave 1

https://nishantrana.me/2020/02/11/email-template-enhancements-in-dynamics-365-for-sales-2020-release-wave-1/

Hope it helps..

Microsoft.Crm.CrmException: Property ‘x’ isn’t declared on the control manifest in Microsoft Dynamics 365

We got this error while trying to save the form which uses the PCF Control.

This was because the name of the property was changed

And the updated solution was imported, while the control on the form was still referring to the old property name.

Fix is straightforward, remove the field using that control with old property name from the form and save the change.

Hope it helps..

PCF Control to show Twitter Likes Timeline

In the same line as Profile Timeline PCF Control, we can use the same concept to create a control that shows likes timeline that displays the recently like tweets of a specific public Twitter Account.

More on this

https://developer.twitter.com/en/docs/twitter-for-websites/timelines/guides/likes-timeline

Here we have specified the public twitter account nishantranacrm in this case, it will show all the tweets that are liked by that profile.

We can have both the Profile Timelines and Like Timelines control for the profile that we are interested in for a lead, contact or account record.

Get it here

https://github.com/nishantranacrm/PCFTwitterLikesControl

Hope it helps..