Microsoft Dynamics 365 – Page 41 – Nishant Rana's Weblog

Try the new modern look for the Model-driven app (Preview)

The new modern refreshed look for the Model-driven app can be enabled from Maker Portal >> Model-driven App (Edit) >> Settings >> Upcoming – Try the new look and feel (preview)

The new look makes use of the latest Fluent UI React Components

Or now we see the option to Try the new look in the app itself in the command bar.

Let us look at the changes

Grids now have the checkboxes added to it

(open the image in new tab to view it clearly)

Infinite scrolling

The same grid is applied to Sub Grid and Associated Grids

Forms now have a new Command Bar, refreshed BPF, Sections, etc.

Form fields now have a background, icon placement, stying changes, etc.

Get all the details here

Hope it helps..

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Based on entity behavior for SharePoint Folder – Dynamics 365 / Dataverse

After enabling Server-Based SharePoint Integration,

inside Document Management Settings, we can specify folder structure to be based on the entity either Account or Contact.

Here we have opted for Account-based first.

We can see the following folders created on the SharePoint site, that take the table or entity name.

And the records folder for Accounts created with AccountName_GUID format.

And if we open any Contact record >> Files / Documents tab, that will create the account parent folder (if not already created) and the contact folders inside it as shown below.

And if we create the contact record without having an account associated

That will create the folder for the record inside Contact Folder without the Parent Account folder created. (as there was no account associated)

For Case Records, we have the case folders created inside Account folders.

Now let us select the Contact based structure

The contact records are created inside the Contact folder, the account associated is not considered.

For Case also it is same.

For Building, a custom table, which is a child of Contact, we have the Building folder created inside the Contact folder.

Now let us keep Based on entity option unchecked

This creates the corresponding record’s folder inside the table parent folder.

Account –

Contact –

Check some of the interesting articles on SharePoint and Dynamics 365 Integration.

Hope it helps..

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Dynamics CRM Web API C# Auto Refresh Access Token while performing API request to CDS

xrm CRM Dynamics

As we know to connect to CDS WEB API from C# application we first need to acquire access token and validity of that is 1 hour. While performing small number of requests this will be sufficient. However when we want to run long running process we will get HTTP 400 error when token expires.

To overcome this issue, The recommended approach is to implement a class derived from DelegatingHandler which will be passed to the constructor of the HttpClient. This handler will allow you to override the HttpClient.SendAsync method so that ADAL will call the AcquireToken method with each request sent by the http client.

Step – 1

Create new class in your project and add below code.

/// <summary> ///Custom HTTP message handler that uses OAuth authentication through ADAL. /// </summary> class OAuthMessageHandler : DelegatingHandler { private UserCredential _credential; private AuthenticationContext _authContext = new AuthenticationContext("https://login.microsoftonline.com/common", false); private string _clientId…

View original post 394 more words

Extend access token lifetime

Send bulk email / direct email to Customers – Dynamics 365

To enable the option of sending bulk email / direct mail in Unified Interface, we can navigate to Settings >> Administration >> System Settings >> Email >> Enabled Send Direct Email Action in Unified Interface

Now on selecting the record(s) of email enabled table, we get the option “Send Direct Email”

We can also specify the Email Template and preview the content before sending.

We can see the mail received in the Hotmail account from the CRM user’s email id/mailbox configured.

Here the end-user has also replied to the email.

We can see the response / reply automatically “Tracked to Dynamics 365” in the CRM user’s outlook. (based on the CRM user’s Personal Options setting)

Which creates Email activity (closed status) in the corresponding contact record inside CRM.

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Fixed – This assets-oce.mkt.dynamics.com page can’t be found in Dynamics 365 Marketing

Recently we got the below error while trying to open the files in our Real-time marketing Assets Library.

We raised the Microsoft Support ticket for this and got the issue fixed.

This was because our environment was in Admin mode. (as we were going live so had kept it in admin mode, till we verify it), and there are specific tasks related to processing marketing content, such as resizing image / optimizing image / etc. that requires some Async Service to run in the background which needs the environment to be in the non-admin mode.

Disabling the Admin mode for the environment fixed it.