Nishant Rana

New features of Visual Studio 2019 – IntelliCode

IntelliCode to be very precise provides Artificial Intelligence to the code.

Basically, it will provide suggestions (AI) by displaying at the top the frequently used properties, functions, etc. as shown below.

For DateTime, IntelliCode is suggesting Now, UtcNow, MinValue and Today, as these are the ones that are used frequently.

Similar for our IOrganizationService class of Dynamics 365 CE, it suggests RetrieveMultiple, Execute, Retrieve
Update, Associate as the most frequently used methods.

To enable it.

Navigate to Tools à Options à IntelliCode

Enable the required features à

The IntelliCode gets its intelligence to give recommendations based on the huge number of open-source projects on GitHub with more than 100 stars on which it has performed machine learning and have the models defined.

The interesting part is that we can have intelliCode work for our code as well.

From within the Project, Navigate to View à Other Windows à IntelliCode Model Management.

Select Create a new model à

It will start the training and will store the generated model locally along cloud to be referred in case if working offline.

The model can be shared, deleted and retrained.

For e.g. we have the following class

And within our code, we are making use of FullName property frequently.

Now after training (retraining), it would suggest FullName as the property for our SampleClass that is being used frequently.

Get all the details here

https://visualstudio.microsoft.com/services/intellicode/

Hope it helps..

Generate Dynamics 365 CE (CRM) Business Unit Org Chart through SmartDraw

Recently we were looking at the options of generating a Business Unit Org Chart for quick review.

Using SmartDraw we were able to do achieve it very quickly.

Steps

Export the Business Unit records to excel.

Keep only the Name and Parent Business column and delete all the other columns including the hidden ones.

Excel with required columns.

Create the trial account of SmartDraw cloud

Click on Org Charts from the New Document menu.

Select Build Org Chart from Data option

Browse and select the xls file.

Click on Process.

Select Show in Shape for the columns and click on the Build diagram.

The result

The other option is to select any of the Organizational Charts

Select Import from file

Select the excel file

The result

The chart can be exported, shared and print.

Thus SmartDraw makes it very easy to generate the Org Chart for the Business Unit.

To achieve the same through Visio

http://www.planetxrm.com/12-steps-to-creating-crm-business-unit-org-charts/

Hope it helps..

New features of Visual Studio 2019 – New Search Experience and UI changes

Visual Studio 2019 comes with a completely revamped, context-sensitive Search experience.

To change the Theme, search for keyword “Theme” and select the appropriate result.

It would open the respective screen, which allows us to quickly make the changes.

Similarly, to change the Font.

Also, observe the option to “Search online for ‘Font'”, which opens the search result in the browser. It appends the “Visual Studio 2019” keyword to the search term.

The search result is also context-sensitive,

For e.g. search results when a search is performed when the context is the file within a project.

The search results when Solution is selected inside Solution Explorer.

New features of Visual Studio 2019 – Export / Import Visual Studio Configuration Settings

Within Visual Studio Installer, we now have the option to export and import the configuration settings. These configuration settings can then be shared with the team to import, which makes sure that all of them have the same set of workloads installed in their Visual Studio environment.

Select the version of Visual Studio and click on Export Configuration.

Click on Review Details to check the workloads part of the configuration

Here we can see .NET desktop and ASP.NET workload to be part of it.

The content of .vsconfig file

To import it, click on Import Configuration.

Select vsconfig file and click on Review Details

Click on Modify to install the workload/components.

The installation begins and installs the required components.

Hope it helps..

Contextual Email communication in D365 CE Wave 2

D365 Demystified

2019’s Wave 2 release have really put things where they should be. Once I enabled Early Opt-in while writing this post, this is a great feature for Sales people I came across and couldn’t resist sharing with you all – Contextual Email Communication! So kindly wait until updates are automatically applied to your org or try the same in your Sandbox first.

Isn’t going exclusively to Activity/Email entity extremely off-putting? I mean, you navigate away from your record you were working on and that isn’t productive, is it?

That’s when Contextual Email window comes in really handy. Here’s how you enable it in your 2019 Updates.

App Settings in Sales Hub

In your Sales Hub, navigate to App Settings.
Among other settings, look for Enhanced email and flick the switch from off to On.
Then click Apply at the bottom right and you’re set!

Contextual/Enhanced Email

Now, when you’re…

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Live Chat using ProProfs Chat in Dynamics 365 CE (CRM)

ProProfs chat is another live chat solution that integrates with both Dynamis 365 CE as well as CRM On Premise. Recently I wrote about PowerChat which is another live chat solution that works on both online and on premise version of Dynamics CRM.

In this post we’d see how quickly we can setup the integration and be up and running and also compare it with PowerChat.

Navigate to https://www.proprofs.com/chat/integrations/microsoft-dynamics/ to get the details and click on Try Chat Free to get started.

After creating the account, go to Integration option and select Microsoft Dynamics and set the toggle switch on.

Specify the Dynamics CRM URL, Dynamics CRM Account, on-premise or online and should lead, contact and case should be auto created or not.

Once enabled, go to Installation option and copy the code and paste it on the website or page.

As soon as the visitor starts the chat, the agent will receive the Invite.

The agent can see the details of the visitor like location, device etc.

The customer can end the chat and give rating as shown below.

The agent gets the notification that user has ended the chat.

As configured, we can see the case, lead and contact record created in Dynamics 365 CE, with description having the chat transcript.

To add agents, we can choose the Add Operator option

Routing order gives the option of specifying the sequence of operator accepting chats if chat routing is enabled. Similarly, visitor can select the operation they want to interact with as specified by Allow Operator Selection option.

For different business units having different websites/ pages, we would want them to be served by different operators, herein we can use Departments.

Department will have a code which we need to place under the ProfProfs Chat code to send chat to that specific department.

Also, for Admin, there are Reports available Summary, Rating, Operator, Timesheet, Visitor.

Theme settings à

Chat Window Settings à

Real Time Monitoringà

Comparing the ProProfs Chat with PowerChat with regards to Dynamics CRM integration à

PowerChat provides a managed solution that we import inside our Dynamics CRM, then we register through the configuration page of that solution to get started. In case of ProProfs there is no solution file. We register at their site.
PowerChat Users are Dynamics CRM Users and can chat with visitors from within Dynamics # CRM. In ProProfs Chat, the operators are not the crm users and their account needs to be created / added separately.
PowerChat allows different Chat Widgets to be created, to be used in different web pages or web sites. Agents can be associated to the Chat Widgets. In ProProfs Chat, there is concept of Departments to achieve the same.
PowerChat allows agents the option to create lead/ contact/case records manually during the chat. In ProProfs Chat, the lead /contact/ case records are auto created based on the configuration, we can select which records to be created.
PowerChat auto creates PowerChat Activity record for each chat which has all the details of the chat. ProProfs Chat doesn’t create any other records expect lead/contact/case inside Dynamics CRM.
They both have the option of configuring the chat windows, fields to be added, snippets to be reused during chat, multi agent support.
PowerChats is natively integrated with Dynamics CRM, so the CRM Users do not have to be working on 2 different applications. However, ProProfs brings in with it lot more features like routing chat to another operator, co-browsing, APIs support, Reports, Real Time Visitor monitoring etc.