Getting started with Microsoft Bot Framework


To get started with Bot Framework, download the visual studio template for Bot Application from the following location

http://aka.ms/bf-bc-vstemplate

Extract it and put the content at the following location. (Visual Studio 2017 in my case)

C:\Users\<<ComputerName>>\Documents\Visual Studio 2017\Templates\ProjectTemplates\Visual C#

Open Visual Studio and select Bot Application template to create a new project

This is how the basic structure of the bot application looks like

The most important part here being the MessageController class.

The class has the Post method which handles the message sent by the user/client termed as Activity. The Post method handles the Activity of type Message.

Below is the list of different type of Activities

DeleteUserData is when the client\user requests for Deletion of all the user data, ConversationUpdate is when a new member is added or removed from the conversation, Typing is when user is typing the message etc.

Now to test this sample application, we need to first download the Bot Emulator.

https://emulator.botframework.com/

Now run the bot application.

And next start the emulator

Enter the URL and click on Connect. We will leave App ID and Password as blank as we are testing it locally.

Just type in the message and we’d get the response back.

Details section shows the JSON message which could be useful for debugging and testing purpose.

Apart from sending message we can simulate other Activity Type from within the emulator

The next post in this series

Hope it helps..

Plugin Registration Tool and screen resolution issue


Plugin Registration Tool Resolution Issue

nirman1983's avatarNirman Doshi and his Dynamics Lab

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

Nick Doelman's avatarThe 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…

View original post 593 more words