Create Apps in Dynamics 365 using new App Designer and Site Map Designer in Dynamics 365

Similar to the apps that we see in Menu Bar for Dynamics 365, we can create our own apps.

First we need to enable the Preview for it.

Go to Administration à System Settings

Go to Settings à My Apps

Click on Create App


It will take us to App Designer, provide details.

Different components that we can add

Or drag drop

First we need to configure the SiteMap for the app. Click on arrow inside Sitemap area to configure.

Inside Site map designer we can add Area, Group and Sub Area (the usual components of Site Map)

Update properties of Area, Group and Subarea and add new Sub Areas.

Area Properties.

For Group

For SubArea

Different Types of Sub Area can be defined.

This is how the app looks inside Site Map Designer

Save and close to go back to App Designer

It has added Dashboard along with Contact and Lead Entity View.

Now let us add Form and Views to Contact and Lead Entity View using Entity assets.

Select Contact in Entity View and select Forms in Entity Assets

Similarly, for Views

Repeat the same steps for Lead entity.

Click on Validate

It will show up all the dependencies

Required tab will list all the dependencies. For time being let us add all the dependencies

Publish the app.

The apps would appear now in Dynamics 365 menu

We can specify specific roles which could access the apps.

Hope this helps ..

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New Visual Designer for Business Rules in Dynamics 365

In Dynamics 365 we have new visual designer for Business Rules (and Business Process Flows).

Condition and Actions can be added through Add button or dragged and dropped

Conditions and Action can be copied, cut. delete and pasted in designer window.

Snapshot creates a snapshot of the business rules. (image file with png extension)

Conditions can be defined in the Properties window

Still we can only specify either Add or OR conditions

Changing it to OR replaces AND condition

May be in future release we’d have that feature as well.

Hope it helps..

New Metadata Query features in Web API in Dynamics 365

Metadata API improvements in Dynamic 365

Debajit's Dynamic CRM Blog

Dynamics 365 is in and just like me, CRM enthusiasts all over the world are simply WOW’ed by its wonderful offerings. After all, this has been a giant leap by Microsoft and indeed a great opportunity for all consultants to me to plunge into unknown territories and conquer it.

In this blog post, I will walk you through the new Metadata Query features that has been introduced with Dynamics 365 Web API. Off late I have been developing some tools using were using the WEB API endpoint and these new additions to the WEB API will really help developers to query the metadata in a very simple way. So without wasting more time, let me straight way give you a flavor of this.

With Dynamics 365, the Web API endpoint has been upgraded to v8.2. So it would be typically in this format – /api/data/v8.2/”>https://<organizationUrl>/api/data/v8.2/

For my trial organization, below…

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Quick Walkthrough – Editable Grid in Dynamics 365.

Let us try exploring Editable Grid in Dynamics 365

We’d enable it on Contact Entity ( editable grid works for custom entities as well)

  • Go to Contact entity, control tab and click on Add Control

  • Add Editable Grid

  • Enable Editable Grid as default for Web, Phone and Tablet

  • Save and Publish the change.
  • Go to Contact Home Grid. (fields now can be edited, Status, Composite fields etc are not editable)

  • We can do Group By on the grid

  • Similarly, in Associated View of Contact we have the same behavior

  • To switch back to Read Only Grid, select SHOW AS command

  • Back to our old Read Only Grid (no grouping)

  • We can add JScript for fields inside grid.
  • Let us try Adding function on OnChange of Address 1: City field inside Editable Grid

  • On changing the City field in the grid

For Subgrid,

subgrid.png

sg1.png

Hope it helps..

PowerApps in CRM 2016 (Microsoft Dynamics 365)

Let us quickly create a PowerApp that allows a user to create Contact record inside CRM (using Microsoft Flow).

  • Login to PowerApps with Office 365 Account

https://web.powerapps.com/home

  • Click on New app

  • Let us use PowerApps studio for Windows here (much easier to use then PowerApps for web)

  • Select a Blank App (Phone Layout)

  • Insert Text Box, Text Box Input and Button controls and apply Theme

  • Select Add to CRM button and select Flow in Action menu to connect with the flow.

  • Create a new Flow

  • Search for PowerApps

  • Select Add an action

  • Select “Create new a record” Action and select Contacts in Entity Name.
  • For Last Name field, click on “Ask in PowerApps” which will add a new field to be mapped inside PowerApps

  • Do same for mobile phone field

  • Click on Create flow to create the flow

  • Now back in PowerApps, select the newly created flow.

  • Specify formula to map the fields

  • Run the application

  • Specify the values for Last Name and mobile number and click on Add to CRM button.

  • This creates the contact record in CRM using the Flow defined.

  • We can save the app in cloud and the share it with the other users inside the org.

  • Click on Share (Enter name or email addresses of the users with whom we’d like to share the app)

  • App being published

  • Once Published, it would be available to the other users.

Hope it helps..

“Create Dynamics Leads based on Tweets” using Microsoft Flow in CRM 2016

Microsoft Flow is a workflow management tool, using which we can create automated workflows between various services and apps.

With Dynamics CRM Online common scenarios could be

  • Create Dynamics CRM Leads from an Excel table.
  • When an opportunity is created post to Yammer.
  • Copy new Dynamic CRM Account to Common Data Model etc.

https://flow.microsoft.com/en-us/

https://flow.microsoft.com/en-us/services/shared_dynamicscrmonline/dynamics-crm-online/

  • Below are some of the templates available for CRM Online

  • Let us take a Template that creates Leads based on Tweets

  • Connect to both the services

  • Configure it, for e.g. search for #msdyn365, get the Tweeter User Name and create the lead record. Map topic in lead with tweet text.

  • Check the status of the flow.

  • Leads created in CRM

Hope it helps..