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 Markup and Entity Lists in Portal in Dynamics 365
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…
View original post 593 more words
Liquid Markup to show Entity Record in Portal in Dynamics 365
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…
View original post 432 more words
For configuring Product Recommendations first we need to enable the preview –
Go to Settings – Administration – System Settings – Previews
Select Yes and Click on OK.
As a next step, we need to create Cognitive Services for Recommendation API and connect it to CRM.
Go to Portal
Search and select Cognitive Services Accounts
Click on Add
Select Recommendation API and provide other details and click on Create.
From Overview, note down the Endpoint which will be used to configure the connection in CRM.
From Keys, copy value of the Key which will be used for configuring connection to CRM.
In CRM, go to Settings – Administration and click on Azure Machine Learning Recommendation Service Configuration.
Specify the value for the URL and Key we had noted down earlier, save the record and click on Test Connection to test the connection.
On Successful connection, we’d see Success message for Last Connection Status. Click on Activate to enable the connection.
Now we need to define\build the model for recommendations. For this go to Settings – Product Catalog and click on Product Recommendations.
We’d see a recommendation model with default values
The model will have Basked Data Entities already defined. We can edit\add new\ delete these existing configuration records for Basked Data Entities. Basked Data Entities recommendations are based on which products appear together.
For e.g. in below Opportunity record we can see 27 inch and 12 inch monitor opportunity products appearing together. It will look for all such line items records.
Similarly we have recommendation entities records configured which we can update.
Once done with the configuration, we need to click on Build Model Version to build the model.
It will create a corresponding model version record.
We can check its progress by refreshing it.
Here the model that we had defined has successfully build and it took around 6 minutes.
We can click on the Model Version to open the record to get the further details.
Next step would be to check the recommendations. For this click on Test Recommendations.
Pop up opens wherein we can select the Products and model version and click on Show Result to see what are the product recommendations.
Once satisfied with the test result, click on Activate to enable the recommendations.
We might get the below message in case we do not have good enough data in our system.
To see it in action, open an existing opportunity record , go to product sub grid and select a product and select Suggest Products.
A dialog box opens up that shows the Cross-Sell products and other details.
Get all the details here
https://technet.microsoft.com/library/56b35229-72f8-46ca-bebf-eae023f633c2.aspx
Hope it helps..
As a first step, we need to set up Text Analytics Service and connect it to our CRM Online. Follow the below post for that
Next, we need to set up Knowledge Search field settings
For this go to Settings – Service Management and click on Knowledge Search field Settings
There click on New to create a new Search Model record.
Below we have specified case as our source entity. Click on Save.
Next, we need to define Keyword fields for our model, click on + to create a new text analytics entity mapping record.
To keep things simple, we have selected entity as Case and Field as Case Title based on which suggestions will be made. Save the record.
Click on Activate to activate the model.
Next, we need to modify the Case form to include knowledge base suggestions
Open the Conversation Tabs, go to Knowledge Base Search and select Text Analytics for Give Knowledge base suggestions as described below and publish the form
Open any of the case record, go to KB Records. Here based on the Case Title, the text analytics picks up the keyword “Delay” and shows/suggests the corresponding KB Articles matching that keyword.
Get all the details here
https://technet.microsoft.com/en-us/library/mt703319.aspx
Hope it helps..
Nishant Rana's Weblog 