Microsoft Dynamics 365 – Page 209 – Nishant Rana's Weblog

Plugin Registration Tool and screen resolution issue

Plugin Registration Tool Resolution Issue

If you are a CRM developer or consultant, you can’t live without Plugin Registration Tool. The tool provided with CRM SDK is MUST in order to register/ uninstall any plugin to a CRM instance, be it online or on-premises.

However, there is one weird issue with the tool (atleast the one provided in SDK 2013, and SDK 2016). That is, except for a few specific screen resolutions, the tool doesn’t show buttons to allow users to complete the actions.

Notice the screenshot below, where are the buttons to “Update Selected Plugins”? There is no scrollbar either.

PluginRegTool-Issue

There are few workarounds to get rid of this issue. For example, hitting TAB key for 2 times from the Step 2 control. Or hitting a shortcut key. But, for me the preferred method is to rotate the screen to left or right, this is because at least you can see what button you are hitting.

How…

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Configuring Live Assist (Preview) for Dynamics 365.

Let us see how we can configure Live Assist step by step.

First, go to Applications tab of the Dynamics 365 Administration Center.

Select Live Assist for Dynamics 365 and click on Manage.

Click on Accept to give permission to the app.

Select the Dynamics 365 Instance and provide your email id, accept the terms and conditions and click on Submit.

This configures the Live Assist on the specified Dynamics 365 Instance and also sends the email to the email id specified.

Once the configuration is done, we can see the new Live Assist section added in our Settings area.

There we can click on Admin URL of Live Assist for further configuration.

Clicking on it opens the Admin Center.

Click on Confirm and Authorize.

The Dashboard of the admin center.

The Get Started page.

Code Snippet that we can use to enable Live Assist in web site.

Live Assist adds a new panel on the right inside CRM.

To test it we can make use of Demo Site provided along with Live Assist.

The agent within CRM can click on Conversation Icon and “Grab a chat” to start conversation.

Now suppose we want to configure our CRM Portal to use it. For this we need to copy the code snippet provided earlier. Go to the Header web template of our Web Site and paste the JavaScript code to our Header’s source code.

This enables Live Assist in the portal.

Communication between the CRM user and the Portal user.

The helpful links and video

https://neilparkhurst.com/2017/04/09/cafex-live-assist-my-initial-install-with-usd/

https://blogs.technet.microsoft.com/lystavlen/2017/03/16/live-assist-for-dynamics-365-first-look/

Hope it helps..

Setting Regarding of a record in Automatic Record Creation and Update Rules in Dynamics 365

Hi,

While implementing a scenario i.e. automatic case creation on phone call create using Automatic Record Creation and Updating Rules, we found that whenever we were setting the Regarding Object in the Phone Call activity, the case record was not getting created.

Create Case Rule Item –

Creating a Phone Call record using Case as Regarding object.

Workflow ran but the case record was not created.

Then we created phone call activity record without setting the regarding object. This time workflow ran and created the case record.

Basically, the workflow creates the case record and updates the Regarding Object in the Phone call record with this newly created case record.

However, if we check the Official documentation

https://www.microsoft.com/en-us/dynamics/crm-customer-center/set-up-rules-to-automatically-create-or-update-records-in-dynamics-365-customer-service.aspx#bkmk_RuleAndQueues

we have this mentioned

However, in our case we created a phone call record with case as regarding object and had case as the entity selected in the Create Record step, in this case also the Action were not executed.

Hope it helps..

Unknown Error or Resource not found for the segment ‘msdyn_FpsAction’ in Schedule Board in Field Service in Dynamics 365.

Hi,

Recently we configured the portal trial instance and installed Partner Field Service portal in it .

However, while trying to access Field Service à Schedule Board, we were getting the below errors

Eventually it turned out that the issue was caused because of the certain processes being in draft state.

The post which helped in fixing this issue

https://glinks.co.uk/2017/01/06/field-services-schedule-board-unknown-error/

Hope it helps..

Liquid Part 3 – Displaying a List of Dynamics 365 Records

Liquid Markup and Entity Lists in Portal in Dynamics 365

The ReadyXRM Blog by Nick Doelman

Just a heads up that I will be presenting a webinar for the XRM Virtual User Group on March 28, 2017 called “Portal Developer Primer”. This session is focused for the Dynamics 365/CRM developer who needs to start getting ramped up on Portal development. It is an evolution from my session at ExtremeCRM in Newport Beach. Click here to Check it out!

Liquid Part 3

In Liquid Part 2 I demostrated how you can surface data from Dynamics 365 record on the portal. The great thing about using Liquid is that you can format and modify the layout any way you like.

In today’s post I will be show how to display a bunch of Dynamics 365 records using a custom Liquid Web Template.

If you have done any Dynamics 365 Portal configuration, you know you can surface Dynamics 365 records by using Entity Lists. Entity Lists surface Dynamics 365…

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More Liquid Markup in Dynamics 365 Retrieving Entity Record Data (Part 2)

Liquid Markup to show Entity Record in Portal in Dynamics 365

The ReadyXRM Blog by Nick Doelman

Before we dive into today’s tutorial, today Adoxio (the consulting arm of the old Adxstudio) released Adoxio Connect Framework to allow seamless integration to other platforms. Something I will be definitely checking out.

Retrieving Dynamics 365 Data with Liquid

In Part 1 we looked at a very basic Web Template using Liquid. One of the great things about the Liquid Markup code is that it can be incorporated into other areas like Web Page copy and Content Snippets.

Microsoft’s implementation of Liquid can also be used to show data from Dynamics 365 (Customer Engagement).

In my example, I am going to use Liquid to retrieve an Invoice and show the Invoice Name, the Invoice Status and the Invoice Amount and display that on a Web page.

In order to be able to show some data, we need to be able to know what record we want to pull from Dyn365…

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