Category: Dynamics 365

Notes on Dynamics 365 for Phones and Tablets app – Part 1


Check the other articles of this series

For one of our requirements we have started exploring Dynamics 365 for Phones and Tablets, so just noting down a few of the key points identified during the exploration

  • Supported devices for the app

  • We can use the Web browser on Tablet for accessing Dynamics 365 Model-driven apps with the following specifications.

  • Using the Web browser on phones to access a model-driven app is not supported.
  • Apps on the Older version of iOS and Android other than recommended above are not supported.
  • Dynamics 365 for Blackberry App and Windows Phone App is deprecated and no longer supported.

Required privileges à

Dynamics 365 for mobile is the required security privilege to access Dynamics 365 for phones and tablets.

Following out of the box roles have this privilege assigned to it. (using Privileges Discovery plugin of XrmToolBox)

Let us now assign the salesperson security role to one of the test users and try accessing Dynamics 365 from the phone app (Android).

We’d presented with the below screen.

Let us go to Settings à My App and assign the Salesperson role to the Sales Hub app.

To access Dynamics from App, the additional privileges required are as follows

Security Roles à Customization Tab

And Read on

Business Management – Read access to User Settings

With all the appropriate privileges in place for the user, we can now login with that user’s account and can see the Sales Hub app (or the app configured) available to the user.

In case you do not see the app, try accessing through the web address.

This completes the initial setup; in the next part, we’d cover the rest of the findings.

Check other posts on Dynamics 365 for Phone and Tablet

Hope it helps..

Fixed – You don’t have any apps in this view or We can’t find any app for your role error in Dynamics 365 for Phones and Tablets app


For one of our users, we were getting below error when he was trying to access Dynamics 365 through phone and tablet app.

To resolve it make sure that all the required privileges are assigned to the user’s security role.

https://docs.microsoft.com/en-us/dynamics365/mobile-app/set-up-dynamics-365-for-phones-and-dynamics-365-for-tablets#required-privileges

and also the role is added to the appropriate app.

Settings à My Apps

Select the security role and click on Save.

We can see the app appearing for the user.

Hope it helps..

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Upload files using SharePoint Integration for Dynamics 365 for Phones and Tablets app


Check the other articles of this series

Recently I wrote a blog post that mentions a few points that we can consider while designing a solution with regards to attachments in Dynamics 365 for Phone / Tablet App.

Attachment to Notes à

https://nishantrana.me/2020/03/30/attachments-to-notes-in-dynamics-365-for-phone-and-tablet-app/

Using SetWordTemplate to combine multiple attachments as a single doc à

https://nishantrana.me/2020/04/01/calling-setwordtemplate-from-custom-ribbon-button-in-dynamics-365/

Using the above approach, we can get the doc file attached to the notes.

However, if we try to open the file, we would get the below error message.

To get working with attachments seamlessly from the Mobile / Tablet device, we can make use of out of the box SharePoint integration feature of the product.

https://docs.microsoft.com/en-us/power-platform/admin/set-up-dynamics-365-online-to-use-sharepoint-online

It will allow the user to upload any files from the local file system.

Full access to the local file system

While trying to open the word document it will open the appropriate apps installed

Hope it helps..

Calling SetWordTemplate from custom ribbon button in Dynamics 365


Check the other articles of this series

Let us continue our previous post and this time instead of calling SetWordTemplate action / request from a workflow, we will call it using a custom ribbon button.

If we try calling the action directly using Xrm.WebApi.online.execute
method from a custom ribbon button, we will get the below error “Resource not found for the segment ‘SetWordTempalte’”

Source Code: –


function CallAction()
{

var parameters = {};

var selectedTemplate = {};
selectedTemplate["@odata.type"] = "Microsoft.Dynamics.CRM.documenttemplate";
selectedTemplate["documenttemplateid@odata.bind"] = "/documenttemplates(4853247F-AD72-EA11-A811-000D3A31EEC)";

var target = {};
target["@odata.type"] = "Microsoft.Dynamics.CRM.lead";
target["leadid@odata.bind"] = "/leads(2fa01d2d-7332-e611-80e5-5065f38b31c1)";

parameters.SelectedTemplate = selectedTemplate;
parameters.Target = target;
var setWordTemplateRequest = {
SelectedTemplate: parameters.SelectedTemplate,
Target: parameters.Target,

getMetadata: function() {
return {
boundParameter: null,
parameterTypes: {
"SelectedTemplate": {
"typeName": "mscrm.documenttemplate",
"structuralProperty": 5
},
"Target": {
"typeName": "mscrm.lead",
"structuralProperty": 5
}
},
operationType: 0,
operationName: "WinOpportunity"
};
}
};

Xrm.WebApi.online.execute(setWordTemplateRequest).then(
function success(result) {
if (result.ok) {

Xrm.Utility.alertDialog("Success");
}
},
function(error) {
Xrm.Utility.alertDialog(error.message);
}
);

}

As a workaround, we can define a custom action and add the Perform Action step with SetWordTemplate step to it.

Source Code: –


function CallSetWordTemplateAction(primaryControl) {

var formContext = primaryControl;
var leadid = formContext.data.entity.getId(); 

var target = {};
target.entityType = "lead";
target.id = leadid; 

var req = {};
req.entity = target;
req.getMetadata = function () {
return {
boundParameter: "entity",
parameterTypes: {
"entity": {
typeName: "mscrm.lead",
structuralProperty: 5
}
},
operationType: 0,
operationName: "pcfpre_CreateDocumentAction"
};
};

Xrm.WebApi.online.execute(req).then(
function (data) {
var e = data; 

},
function (error) { 

var errMsg = error.message;
}
);
}

Another option is to use the Process.js library

The Ribbon Button

Ribbon button definition

Dynamics 365 for Phone \ Tablet

 

Source Code: –


function createWordDocument(primaryControl) {

var formContext = primaryControl;

var leadid = formContext.data.entity.getId();

Process.callAction("SetWordTemplate",
[
{
key: "Target",
type: Process.Type.EntityReference,
value: new Process.EntityReference("lead", leadid)
},
{
key: "SelectedTemplate",
type: Process.Type.EntityReference,
value: new Process.EntityReference("documenttemplate", "{4853247F-AD72-EA11-A811-000D3A31EEC8}")
}
],

function()
{
alert('Document created');
},

function (error, trace)
{

alert(error);
}
);
}

It internally makes the Soap call to SetWordTemplate Request.

Although we are able to attach the doc to notes, from mobile if we try to open it we will get the below error message

Pic2

To get the document upload to work seamlessly either we need to use Windows 10 based tablets or we need to use out of the box SharePoint integration.

Hope it helps..

How to – Use SetWordTemplate action to automate document generation and attaching it to note in Dynamics 365


Continuing our previous post,

https://nishantrana.me/2020/03/31/using-word-template-to-combine-multiple-images-attached-to-notes-in-a-single-document-in-dynamics-365/

wherein we used word template to generate a document having all the note’s attachments (picture) to it.

To enhance it further, we can write a custom workflow that calls the SetWordTemplate in Perform Action step.

SetWordTemplate action will generate the document, based on the word template defined, and will attach the document to the note of that particular record.

For this

  • Create a process of type workflow.

  • Select step Perform Action

  • Specify the Document Template and the associated entity (e.g. lead) for its input properties.

*if you do not see the entity listed, enable BPF on it

*also make sure you have notes enabled for the entity.

  • Activate the workflow.

  • Run the workflow Generate Word
    Template.

  • After refreshing the timeline, we can see the new note record created with the document as attachment to it.

The generated document à

Now as we do not have option of running On Demand Workflow from Dynamics 365 Mobile / Tablet app.

It seems like April 2020 Release Wave 1 has added this feature to the mobile app

OnDemandWorkflow

So here instead of on demand workflow, we can have a custom workflow to run on change of a specific field.

For e.g. we can add a custom field named when it is updated to Yes, we perform the same action

The workflow

This way we will be able to perform the same function within Dynamics 365 Mobile and Tablet App

Hope it helps..

How to – Use Word Template to combine multiple images attached to notes in a single document in Dynamics 365


Recently in one of our projects, we had proposed Dynamics 365 for Phone / Tablet as the device for our sales user. The user will be capturing the image of the customer’s document and will be attaching it in notes, which will then later be moved to the document management system.

Here, one of the requirements was to merge / combine all the images that are attached to the notes for a particular record into a single document.

Here we can make use of Word Template to achieve the same.

Open the entity’s (e.g. lead) record for which we want to create the word template.

  • Click on Download Template to design the word template.

  • Select Note as the related entity.

  • In the word document, go to Developer Tab and click on XML Mapping Pane ribbon button.

  • Insert a table and select its row.

  • Select the appropriate XML part from the drop down and navigate to Lead_Annotation child node in the XML Mapping section.

  • And map it to the row selected as shown below.

  • This is how the table would appear

  • Next add the documentbody à Insert Content Control à Picture to one of its columns to display the images.

  • This is how it would appear
  • We can also add additional fields of notes if needed.

  • Save the template.
  • Go to Settings à Template and upload the template.

  • To test it, let us go open the lead record which has 3 different notes with image attached as shown below.

  • Now let us generate the document based on the template uploaded.

  • The document will show all the images attached to the notes.

  • We can increase the size of the picture and remove the border from the table to make it appear better.

From Mobile –

This slideshow requires JavaScript.

Get more detail on attachments here à

https://nishantrana.me/2020/03/30/attachments-to-notes-in-dynamics-365-for-phone-and-tablet-app/

Generate PDFà

https://nishantrana.me/2020/02/13/save-and-email-pdf-options-added-to-dynamics-365-sales-2020-release-wave-1-plan/

Hope it helps..

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