Dataverse – Page 47 – Nishant Rana's Weblog

How to – Show/ Hide header and ribbon menu dynamically on Dynamics 365/ Model Driven App forms

Show/ Hide header and ribbon menu dynamically on Dynamics 365/ Model Driven App forms

by Debajit Dutta (MVP – Business Solutions) https://debajmecrm.com/

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Search this view capability on Grid in Dynamics 365

Search this view capability which was added in the product with 2020 Release Wave 1, searches on the fields specified in quick find view, but takes into consideration the selected view definition, when performing the search.

This is enabled by default.

Here Search this view will perform the search within the selected view i.e. All Contacts in this case.

The results show 3 records found within the All Contacts view, for the search term “alex”

The same search term returns blank in the case of Inactive contacts is selected.

The same applies to the sub-grids

To turn off this, select Yes for Use quick find view of an entity for searching on grid and sub-grids from General tab of System Settings

After applying the above change, we can see the text renamed to Quick Find within the Search Box.

Searching now, irrespective of the view selected, will perform the search across the records as per the definition of Quick Find view.

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Fixed – Error – “Microsoft SQL: A network-related or instance-specific error occurred while establishing a connection to SQL Server” – while trying to use Dataverse connector in Power BI

While trying to use Dataverse connector inside Power BI Desktop

we got the below error

Details: “Microsoft SQL: A network-related or instance-specific error occurred while establishing a connection to SQL Server. The server was not found or was not accessible. Verify that the instance name is correct and that SQL Server is configured to allow remote connections. (provider: Named Pipes Provider, error: 40 – Could not open a connection to SQL Server)”

Later we realized we were not entering the environment details in the correct format as expected

i.e.

[orgname].[crm].dynamics.com

We were entering it incorrectly below with the https

Entering URL in correct format fixed the issue for us.

In case if TDS endpoint it not enabled –

we will get the below error

i.e. Microsoft SQL: TDS Protocol endpoint is disabled for this organization.

Check more posts on Power BI

https://nishantrana.me/category/power-bi/

Hope it helps..

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Agent scripts in Omnichannel and Customer Service Workspace – Dynamics 365

Agent scripts are available within the Productivity pane in the Customer Service workspace and Omnichannel for the Customer Service app.

Agent scripts contains series of steps that will guide the agents while working, helping them to be more efficient.

More on Customer Service Workspace – https://nishantrana.me/2020/08/13/new-customer-service-workspace-app-preview-in-dynamics-365-2020-release-wave-2/

Omnichannel for Customer Service –https://nishantrana.me/category/omnichannel/

Smart Assist –https://nishantrana.me/2020/08/17/ai-suggestions-for-similar-knowledge-articles-and-cases-in-dynamics-365-2020-release-2020-wave-2/

To define Agent Scripts – navigate to Customer Service Hub > Service Management > Agent Scripts or Omnichannel Administration > Agent Experience > Agent Scripts

Create a new Agent script record, and specify steps for the same by creating new agent script step record.

We can define 3 different types of Action – Text, Macro, and Script.

For simplicity, we have selected Text here.

We have defined 2 script steps for the agent script as shown below.

Next, we need to associate the Agent Script with the Session template.

Inside the Omnichannel Administration > Agent Experience > Sessions, select the template we want the script to be associated.

Here let us select the Case entity session – default template

We can also define the conditions for the default agent script to be applied using the Enable Build expression option.

https://docs.microsoft.com/en-us/dynamics365/app-profile-manager/agent-scripts#set-the-default-agent-script-for-agents

For now to make the example simple, we leave it as No (default).

Back in Customer Service Workspace or Omnichannel for Customer Service App– Shift + click the case record to open the new session in the Active Cases grid.

We can see the script populated there for the agent on the case record opened.

If we have multiple scripts associated with the Session template – the agent has the option to select the appropriate script.

Hope it helps..

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Check access to a record in Dynamics 365

Using the Check Box button in the command bar, the user can now check the privileges he has on the record.

It also provides the details on how he has that particular privileges on the record, either through Security Roles assigned directly or through the team user is part of or through the Hierarchy security.

To see it in action, open a record and select Check Access

E.g. the below user has Read, Write, Create, Delete, Append, Append To, Assign, Share rights on the contact record, assigned directly as he has the system administrator role.