CRM – Page 3 – Nishant Rana's Weblog

Use JavaScript to enable / disable a field only if the Stage is Active in Business Process Flow – Dynamics 365 / Dataverse

Recently we had a requirement to set some of the fields in our business process flow to be enabled only if that stage is active.

E.g. We want to Identify Sales Team field to be Enabled only if the Propose stage is active, else we want to set it as read-only.

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We can use the below JScript to achieve the same.

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Because the Propose stage is Inactive we have Identify Sales Team as read only.

On moving to the Propose stage, we can see the field being enabled back.

The key steps are –

In the onload of the form associate your function/logic to the OnStage change method of the Process object.

formContext.data.process.addOnStageChange(CheckStageAndToggleFieldBPF);

Next, check for the active stage ID.

Here to get the active stage ID, open the business process flow and get its Guid.

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Then using the awesome SQL4CDS XrmToolBox plugin get the Guid of the particular stage.

function OnLoad(executionContext)
{
	 var formContext = executionContext.getFormContext();
	 formContext.data.process.addOnStageChange(CheckStageAndToggleFieldBPF);
	 CheckStageAndToggleFieldBPF(executionContext);
}

 function CheckStageAndToggleFieldBPF(executionContext) {

        var formContext = executionContext.getFormContext();     
        var activeStage = formContext.data.process.getActiveStage();
        var activeStageId = activeStage.getId();		
        var stagePropose = "3a275c22-fc45-4e89-97fc-41e5ec578743";
     
        if (activeStageId.toLowerCase() === stagePropose) {          
                formContext.getControl("header_process_identifypursuitteam").setDisabled(false);                 
        }
        else {
            formContext.getControl("header_process_identifypursuitteam").setDisabled(true);
        }       
  }

select processidname,stagename, processstageid  from processstage 
where processid = '919E14D1-6489-4852-ABD0-A63A6ECAAC5D'

Also if we have the same fields used in multiple places / stages in the Business Process Flow, we will have the suffix added to the fields, so we need to refer the field appropriately in our script.

header_process_identifypursuitteam
header_process_identifypursuitteam_1
header_process_identifypursuitteam_2

Also check – https://www.c-sharpcorner.com/blogs/options-for-locking-field-on-business-process-flow

Hope it helps..

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Use the new Associated Grid Control to display details of other tables in subgrids – Model-driven App / Dynamics 365

With the Associated Grid Control we can configure and show up four subgrids in the form, making it a more intuitive and cleaner form layout, with ease of navigation.

Below we are adding the Associated Grid Control component to the Contact’s form.

Here we have specified the Subgrid Tables and Views to begin with.

For the 1st subgrid specified we can set the specific options from the properties pane. Here let us try checking the Show related rows properties for the cases subgrid.

On doing so, we get the below message.

It basically reset the 1st subgrid’s table to Accounts from Case, the rest of the configuration remains unchanged.

Let us change it back to Cases and select the appropriate view.

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Let us save and publish the change.

Now in the Contact form we can see the grid control with 4 different subgrids as configured.

The Active Cases shows the associated cases.

However, that is not the case with other subgrids as they show all the records.

To filter it to show the associated records we need to specify the relationship name while configuring the component.

Let us edit the component.

Below we specified the relationship name for the subgrid 2 i.e Accounts.

As expected, this time we can see Active Accounts filtered to show only those account records where the contact is associated as the primary contact.

Get all the details here

Also check –

Due Open Activities Control – https://nishantrana.me/2023/05/09/due-open-activities-control-dynamics-365/

Notes Control – https://nishantrana.me/2023/05/10/notes-control-dynamics-365/

Attachment Control – https://nishantrana.me/2023/05/08/new-attachment-control-dynamics-365/

OptionSet Wrapper Component – Use OptionSet Wrapper component to show color-coded options on the form

Hope it helps..

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Use OptionSet Wrapper component to show color-coded options on the form – Model-driven apps/ Dynamics 365

We can make use of the OptionSet Wrapper component to show color-coded options on the form for the choices or option set fields.

Below we have added the Option Set wrapper component to the Rating field of the lead in the Lead (Main) form.

We can see the field added but do not see any colors for it.

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This is because it uses the color defined for that column, which wasn’t defined out of the box for that field.

We then defined the colors as shown below for different choices / options.

After saving and publishing our changes, we were able to see the corresponding color for the choices.

Also check –

Due Open Activities Control – https://nishantrana.me/2023/05/09/due-open-activities-control-dynamics-365/
Notes Control – https://nishantrana.me/2023/05/10/notes-control-dynamics-365/
Attachment Control – https://nishantrana.me/2023/05/08/new-attachment-control-dynamics-365/

Hope it helps..

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New Lead Qualification Experience – Dynamics 365 Sales

To enable the new lead experience, navigate to App Settings >> Lead + opportunity management in the Sales Hub App.

On enabling it, we get the option to specify whether the Account, Contact, and Opportunity records are created automatically or the user (seller) has the option to specify which record to create.

We also see the option to Copilot summarizing the case once a lead is qualified.

For opportunity, if we select Seller, we get an additional option to modify the Opportunity form by adding or removing fields and also the option to allow a maximum of 5 new opportunities during lead qualification.

Clicking on the Add or remove fields link opens the Opportunity qualify lead form for customization.

Let us see it in action.

On clicking the Qualify command, we can see the new Qualify lead dialog opened in the side pane.

It gives us the option to create a new Account, Contact, and/or Opportunity record.

For Account and Contact, we can specify an existing record or select none if we do not want the Account and Contact record to be created.

For opportunity, we can click on edit icon to update the details of the opportunity record to be created. It will open the Opportunity qualify lead form.

Similarly clicking on + New opportunity allows us to specify a value for the new opportunity record.

As we had selected the option of a maximum of 5 opportunities, we got the below message on trying to specify the 6th opportunity record.

“You can’t add more than 5 opportunities.”

Let us click on Qualify.

We can see below details, the link to the records generated, and the summary.

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Clicking on Finish opens the 1st opportunity record. We can also see the summary added to it.

On setting all the options to Automatic,

we can see the below details in the Qualify lead dialog, all as read-only information.

Get all the details here

Hope it helps..

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Turn on failed or You need a Microsoft Dynamics 365 license to continue error while trying to Activate a Workflow – Dynamics 365 / Dataverse

Recently while trying to Activate a Workflow we got the below error –

Turn on failed. The user with SystemUserId=xxxxxxxx-483e-eb11-bf70-000d3a795b83 in OrganizationContext=xxxxxxxx-a88f-4f40-b654-7bab4d5c1f95 is not licensed. Please contact your system administrator to add license to this user for the action to succeed. SystemUserAccessMode=0 is not either of (NonInteractive=4, SetupUser=1). User IsDisabled=True, IsLicensed=False. ImpersonatingSystemUserId=xxxxxxxx-9fe2-47b8-84a9-d87c65dc9dfd.

The user account through which we were trying to do so had a System Administrator role, however, it turned out that it was because of the Owner of the Workflow. The system user record set as Owner of the workflow was Inactive.

Assigning it to the other active user, fixed the issue for us.

We were able to activate the Workflow than.

Hope it helps..

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The plug-in execution failed because the Sandbox Worker process crashed. This is typically due to an error in the plug-in code – Dataverse / Dynamics 365

Recently we got the below exception for one of our plugins.

Message: The plug-in execution failed because the Sandbox Worker process crashed. This is typically due to an error in the plug-in code. Please refer to this document: https://go.microsoft.com/fwlink/?linkid=2189390
Microsoft.Xrm.RemotePlugin.Grpc.ExceptionHandlers.SandboxFabricWorkerCommunicationException: Error communicating with SandboxFabric Worker —> Grpc.Core.RpcException: Status(StatusCode=”DeadlineExceeded”, Detail=”Deadline Exceeded”

If we refer to Microsoft Documentation below seems to be the cause of the issue in our case.

In our scenario, we had a Plugin that was Asynchronous and it was triggered on the Post Update of Work Order Service task. The plugin will fetch all the attachments (to notes associated with inspection attachments > inspection response > work order service task). There were many Service Tasks having more than 20 attachments exceeding 100 mb size total.

We were doing bulk updates which triggered the plugin creating too many requests eventually leading to that error.

Get more details – Error “Sandbox Worker Process Crashed”

Also, check – https://cloudblogs.microsoft.com/dynamics365/it/2017/02/20/microsoft-dynamics-365-online-asynchronous-service-quotas/

Fixed – System.InvalidOperationException: Message size exceeded when attempting to send response to sandbox. Message Size 123 Mb. Max Allowed 128974848 Mb (Dataverse / Dynamics 365 )

Hope it helps..

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