Dynamics 365 – Page 73 – Nishant Rana's Weblog

Reference Panel section for Forms in Dynamics 365

With the reference panel section, users can move across the different grid and quick view control that are part of it at a single place instead of scrolling.

Reference Panel is a new type of section that can be added on form.

Only one reference panel can be added per form.

It is a single column section.

Multiple Sub-grid and Quick View control can be added to it.

Make sure to apply the appropriate icon.

The default tab will be the first control added.

The other tab will follow the same order in which they are added.

Opportunity/Quote/Order/Invoice Product-related enhancements in Dynamics 365 for Sales

Below are some of the features added in the Opportunity/Quote/Order/Invoice products for the users to improve their experience.

If we try adding a new product line item without specifying the price list we will get the pop-up message box that asks us to specify the price list.

To override this behavior,

Go to Product Catalog Settings and set Price list optional and click on Apply as below.

This time it opens the opportunity line form on click of Add Product Line Item.

For legacy web client, the same setting can be defined at Sales tab of System Settings dialog box à

We can also “Save and Create New” option on the Quick Create form of the product line item to quickly add the multiple product line items.

Make sure to enable “Allow Quick Create”.

Save & Create New à

Users can now quickly view and edit properties for a product as shown below.

Edit Properties à

Get all the details here

http://tiny.cc/j0n3hz

http://tiny.cc/z0n3hz

Hope it helps..

PackageDeployerWrapper: Import operation time out exception while trying to create a new organization in Dynamics 365 Customer Engagement (On-Premise)

Recently for one our projects,

where had Dynamics CRM On-Premise already installed by the IT team quite sometime back, when we tried create a new organization through Deployment Manager, we got the below error

“Create new Organization (Name=46d256f4-1009-ea11-a2df-00505680070e, Id=FABUAECIBSIT) failed with Exception: System.Exception: Error.ActionFailed Microsoft.Crm.Tools.Admin.InstallPlatformSolutionsAction —> Microsoft.Crm.PackageDeployment.PackageDeployerException: Package BaseCustomControlsCore failed to install on attempt 1. System.AggregateException: One or more errors occurred. —> Microsoft.Crm.MultiTenantPackageDeployment.PackageDeployerException: PackageDeployerWrapper: Import operation timed out. at Microsoft.Crm.MultiTenantPackageDeployment.PdExecutor.Process(PackageDeploymentInputArgs input, JobOutput`1 output, CancellationToken ct) at System.Threading.Tasks.Task.Execute()

— End of inner exception stack trace —

—> (Inner Exception #0) Microsoft.Crm.MultiTenantPackageDeployment.PackageDeployerException: PackageDeployerWrapper: Import operation timed out. at Microsoft.Crm.MultiTenantPackageDeployment.PdExecutor.Process(PackageDeploymentInputArgs input, JobOutput`1 output, CancellationToken ct) at System.Threading.Tasks.Task.Execute()<-”

After trying out all the different permutations and combinations (network things, cleaning and setting up the infra etc.), the way it got resolved was by installing the latest cumulative update.

https://support.microsoft.com/en-ae/help/3142345/microsoft-dynamics-365-onpremise-cumulative-updates

https://support.microsoft.com/en-us/help/4521749/service-update-0-10-for-microsoft-dynamics-365-9-0

The reason we applied and went for the cumulative updates options as the last one, because, we had our production in the older version and because of multiple constraints we were not planning to upgrade our production server.

Fortunately, the solution from version 9.0.10.10 got imported successfully in production Dynamics CRM organization that were in version 9.0.2.x.

Hope it helps..

Lookup Filter, Error Notifications, Territory entity enhancements in Dynamics 365 for Sales / Customer Service – 2019 Release Wave 2 (Unified Interface)

Let us look at some other enhancements added as part of 2019 Release Wave 2 in the product.

Lookup filter enhancement

The lookup filter on searching for a specific term will show the different types of record (entity) that are there in the results for filtering. T

This allows the user to easily find the record.

Here on selecting Contact, it will display only the contact records matching the search criteria.

Similarly, Regarding field lookup in Activity à

Will allow filtering based on the type of records found matching the criteria.

Navigate to error in the form from the navigation bar

The navigation bar shows the errors in the form

Click on the error and it will take us to that particular field without us to figure out the field in the form.

Hierarchical relationship support on the Territory Entity

Territory entity now supports Hierarchy.

Hope it helps..

Timeline and Grid control enhancement in Dynamics 365 Customer Service – 2019 Release wave 2 (Unified Interface)

Below are few enhancements made to timeline and grid control as part of 2019 Release wave 2.

The new timer control shows more customer interactions/records/activities compared to the older version of the control, thus enabling users to have access to much more information without the need for scrolling.

The user can hover over the activity to find the menu options

The filter option next to the + button allows users to easily filter and find the appropriate records.

Similarly, grids are more compact allowing more data to be seen.

Also, the main grid now remember it’s state

Here we have searched with the keyword “Geo”

Open one of the records in the result

Click on the back button in the browser, the result is still saved

Grid now has improved filtering as well, as shown below à

Hope it helps..

Scan business cards in Dynamics 365 for Sales – 2019 Release Wave 2 (Unified Interface)

The scan business card feature added as part of release wave 2, allows salespeople to quickly scan business cards using the Quick Create Form. The scanner reads the information from the card and populates the corresponding mapped fields in the record.

Out of the box, it is available in quick create form of lead and contact entity.

To specify the mapping for the business card control fields, navigate to Settings – Customizations and open the Quick Create form and select the Business Card Control and go to the Controls tab for its properties.

Click on the edit icon for the field and specify the mapping.

To enable for entities other than lead and contact, open the quick create form of that entity for customization and select either single or multiple lines of text field as a placeholder and add the business card control to it.

Followed by appropriate mapping of properties to the fields of that entity.

To see it in action let us create a new lead record using it’s quick create form. On click on the Scan Business Card button and selecting an image we get the values populated on the form.