Dynamics 365 – Page 77 – Nishant Rana's Weblog

How to – Embed a canvas app on a model-driven app in Dynamics 365

Let us start with some of the key points about the embedded canvas app

The embedded canvas app is now generally available. During preview.
The embedded canvas app supported sub grid control in preview, which is now no longer available.
The canvas app custom control is only supported for the Unified Interface Web client type. It doesn’t support Phone and Tablet client types.
We can only have 1 canvas app on the form. We can have multiple embedded canvas app but only 1 of them could be enabled.
It is recommended to have an embedded canvas app on a required field else it will not refresh on any change in the data on the host model-driven form.
The embedded app can only be created from the host model-driven form.
The existing canvas app cannot be used as an embedded canvas app.

To create the canvas app custom control, select the controls tab in the Field Properties dialog, and click on Add Control.

Select Canvas app in App Control dialog.

The Canvas app will have Web client selected as default and Phone and Tablet option will be greyed out.
Entity Name shows the name of the field that is associated with it.
App ID will be populated when the app is created.

Clicking on Customize opens the PowerApps Studio.

We can see the canvas app form control added to the canvas app.

We can see the fields for city, name, and phone already added to it.

ModelDrivenFormIntegration is a special control that is responsible for bringing the contextual data from the form to the embedded canvas app.

Using Edit Fields option, we can add, remove, edit, reorder the fields of the data source.

Just for the simplicity let us keep the app as it is.

Click on File à Save à The cloud (Save to PowerApps)

On a successful save, we can see the App ID generated.

Uncheck Display label on the form, save and publish the customization.

Changing the value in the Phone field in the form and saving the form changes the value inside the canvas app form control.

To Edit the canvas form control, we need to follow the same steps, open the field properties, controls tab and click on Customize

After making the changes inside PowerApps studio, save and publish the changes.

The other Dynamics CRM User say poweruser2 will get the below error message when they open the same form if the app is not shared with them.

The app can be shared with specific users, security groups or everyone within the organization. The users should have appropriate security roles to access the entities and also appropriate permissions on the cloud services that are being used as part of the canvas app.

There are no privileges specific to the canvas app within Dynamics 365 CE

To share the app, Navigate to File and select Share option

Here we searched for the user, made him Co-owner and assigned security roles which will give him access to Accounts entity.

We can see the embedded canvas app rendered properly in this case for the poweruser2

In this post, we covered some of the key points about the embedded canvas app along with steps to create, update and share it (although we just used the OOB generated app here), I would recommend to check out the videos by Shane Young to learn about PowerApps and different scenarios that we could implement.

Hope it helps..

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Step by Step – Calling Flow from PowerApps (Dynamics 365 CE/CRM)

Let us take a simple example of creating lead to understand how we can call Flow from PowerApps.

TextInput for entering the Last Name, First Name and Email ID.
Button to call Flow.
The label named GUID which will display the GUID of the created lead record.

Now select the button, go to Action menu and click on Flows to create a new flow.

Click on create a new flow.

Select Instant – from blank option

Select PowerApps as the trigger.

Add a new Step – Create a new Record (Dynamics 365)

To create a new record step, specify the Dynamics 365 Organization Name, select Leads as the entity name.

For the Last Name field, click Ask in PowerApps that will generate the parameter to which we will pass the value from our PowerApps.

The generated parameter.

Repeat the above step for the First Name and Email field.

*for Topic field we have passed a hardcoded value.

Save the create step and add a new step “Respond to a PowerApp or flow“

Here we have selected output of type Text

We have added the output parameter as varLeadId and selected leadid as the unique identifier.

Save the Flow and navigate back to PowerApp and select the flow created for our button.

After adding the Flow, the next step is to update the formula to send the field’s value to the flow and also to receive the output from it.

Below will be our formula to pass the text to the flow.

But as we are expecting the GUID in return, we need to update it.

We are using the Set function to set the variable varResponseFromFlow with varleadid output.

Also, we have updated the label field for GUID with the variable

Now let us save the changes and run the PowerApp.

On clicking the button, we can see the GUID updated on the label on the form.

Back in our Dynamics 365 CE, we can see the lead created.

Thus we saw how easy it is to write a PowerApp which interacts with Dynamic 365 CE using Flow. We took a very basic example to understand how things glue, but we can clearly see the potential here to implement complex real-world scenarios with ease.

Hope it helps..

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Execute SQL Select, Insert, Update and Delete command on Dynamics 365 Customer Engagement Data using Skyvia Query

Recently came across the wonderful product called Skyvia Query

It is one of the most advanced Visual Query Builders out there, that let us write complex SQL queries with simple drag and drip and configuration. The most interesting part is that it works with both Cloud as well as On-Premise databases.

To try it out we can create a free trial account.

https://app.skyvia.com/register

In this post, we will see how we can quickly use it to connect to our Dynamics 365 CE Database and perform select, insert, update and delete queries.

Navigate to connections and create a new Dynamics CRM Connection

Provide the connection details and test and save the connection.

Navigate to the Query section and select New Builder option to use SQL Builder tool to create the query

Specify the connection and search for the Entity (table)

Here we have searched for and selected the Opportunity Entity. Now simply drag and drop the fields to the designer surface.

Results Fields:

Filters:

Sort Fields:

Click on Execute (F9) to get the result.

Let us drag and drop opportunity rating field in the result fields section and Execute it

The results can be exported to PDF, CSV and can also be used for creating a chart that can be exported as an image.

PDF:

Chart:

Going back to our designer screen, now let us work with the actual SQL query that was being generated by the query builder for us.

For this, click on the SQL tab.

Below is the generated query.

We can work with the query in the SQL query window itself and can also drag and drop fields from the Table on the left.

For e.g. we have dragged Records count on the SQL query window, which generated the count query for us.

Now let us see the Insert query in action

We can see our contact record created

Now let us perform Update.

Here it asks for the confirmation before performing the update. Selecting Apply All performs the update.

Now let us look at the DELETE query in action.

Similar to Update it asks for the confirmation before deleting the records.

Thus Skyvia Query tool makes it so easy and intuitive to work with Dynamics 365 CE data, as we are using SQL statement instead of Fetch XML.

I would highly recommend giving this product a try.

https://skyvia.com/pricing/

Hope it helps..

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How to – Use PCF Custom Control Builder (XrmToolBox Plugin) to update existing control in Dynamics 365 / PowerApps

A couple of months back I had written my first PCF Control to display GUID of the record, it was more of a hello world kind of thing.

https://pcf.gallery/guid-control/

Well, the code was using Xrm.Page client API which as we know is deprecated.

So, it was time to update it to use context instead.

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Live Chat using ProProfs Chat in Dynamics 365 CE (CRM)

ProProfs chat is another live chat solution that integrates with both Dynamis 365 CE as well as CRM On Premise. Recently I wrote about PowerChat which is another live chat solution that works on both online and on premise version of Dynamics CRM.

In this post we’d see how quickly we can setup the integration and be up and running and also compare it with PowerChat.

Navigate to https://www.proprofs.com/chat/integrations/microsoft-dynamics/ to get the details and click on Try Chat Free to get started.

After creating the account, go to Integration option and select Microsoft Dynamics and set the toggle switch on.

Specify the Dynamics CRM URL, Dynamics CRM Account, on-premise or online and should lead, contact and case should be auto created or not.

Once enabled, go to Installation option and copy the code and paste it on the website or page.

As soon as the visitor starts the chat, the agent will receive the Invite.

The agent can see the details of the visitor like location, device etc.

The customer can end the chat and give rating as shown below.

The agent gets the notification that user has ended the chat.

As configured, we can see the case, lead and contact record created in Dynamics 365 CE, with description having the chat transcript.

To add agents, we can choose the Add Operator option

Routing order gives the option of specifying the sequence of operator accepting chats if chat routing is enabled. Similarly, visitor can select the operation they want to interact with as specified by Allow Operator Selection option.

For different business units having different websites/ pages, we would want them to be served by different operators, herein we can use Departments.

Department will have a code which we need to place under the ProfProfs Chat code to send chat to that specific department.

Also, for Admin, there are Reports available Summary, Rating, Operator, Timesheet, Visitor.

Theme settings à

Chat Window Settings à

Real Time Monitoringà

Comparing the ProProfs Chat with PowerChat with regards to Dynamics CRM integration à

PowerChat provides a managed solution that we import inside our Dynamics CRM, then we register through the configuration page of that solution to get started. In case of ProProfs there is no solution file. We register at their site.
PowerChat Users are Dynamics CRM Users and can chat with visitors from within Dynamics # CRM. In ProProfs Chat, the operators are not the crm users and their account needs to be created / added separately.
PowerChat allows different Chat Widgets to be created, to be used in different web pages or web sites. Agents can be associated to the Chat Widgets. In ProProfs Chat, there is concept of Departments to achieve the same.
PowerChat allows agents the option to create lead/ contact/case records manually during the chat. In ProProfs Chat, the lead /contact/ case records are auto created based on the configuration, we can select which records to be created.
PowerChat auto creates PowerChat Activity record for each chat which has all the details of the chat. ProProfs Chat doesn’t create any other records expect lead/contact/case inside Dynamics CRM.
They both have the option of configuring the chat windows, fields to be added, snippets to be reused during chat, multi agent support.
PowerChats is natively integrated with Dynamics CRM, so the CRM Users do not have to be working on 2 different applications. However, ProProfs brings in with it lot more features like routing chat to another operator, co-browsing, APIs support, Reports, Real Time Visitor monitoring etc.

Check the guide here to see all the features

https://chathelp.proprofs.com/home

Hope it helps..

Enable Live Chat in Microsoft Dynamics 365 CE (CRM) using PowerChat

PowerChat is the live chat solution / addon developed by PowerObjects that supports both Dynamics CRM On-Premise and Online.

Below we will look at how to set it up and what are the features it provides.

To get started

Download the appropriate solution

https://www.powerobjects.com/powerpacks/powerchat/

After successful import of the solution, next step is to register the solution. For this, open the solution and click on the configuration page, provide the required details in the Profile and Setup tab.

In Setup tab, provide the Cloud Location nearest to your deployment.

The PowerChat solution adds the following entities in the sitemap.

and the following security roles

In Agents i.e. agent record we can specify the System User who would be working as agent and topics they are working on.

Topic, Agent and Widgets work hand in hand. We can have multiple topics defined in the system and for each topic we can define the agents who’d be handling that topic along with the widget that will be used for that topic.

Widgets specifies the Chat Interface that would be deployed in the website. Clicking on Design opens the design interface for the widget.

Below are some of the different options that can be configured for the chat widget.

Once we are done with the configuration of the chat widget, we need to click on GENERATE SCRIPT ribbon button to get the script for the widget which we will be embedding to our websites.

Below is the script generated à

Below is the sample website where we have embedded the above script

Back in CRM, users need to click on Power Chat and start the PowerChat for communication to begin.

Power Chat interface à

Once the user clicks on Chat Now button on the Chat window, the agent gets the notification to Accept the chat.

Below is how the communication looks like for the agent as well as the customer. The green bubble below is the timer that captures the duration of the chat.

The agent also has the option of creating the lead, contact and case record associated with the chat. Create Lead and Create Contact option creates the lead and contact record in the background using the information auto populated at the Visitor Input section on the right panel.

Create Case option allows agent to specify the Case Title and Description along with the Contact Name.

Agents and Customers both have the option to end the chat, the customer also have the option to rate the agent when they close the chat.

Every interaction creates PowerChat activity record in Dynamics CRM as shown below, which records the chat history, rating, duration etc. information about the chat.

Agent can also set their status, if the agent is in Away or Busy status it will not receive the notification to accept the new chat.

As we discussed earlier if we have multiple agents configures for same topic, they both will get the notification to accept the chat as shown below.

Also, Agent has the option of adding another agent to the chat.

The invited chat agent can either accept or decline the request.

Below is how the communication looks like when we have multiple agents working with the same customer. Both the users are communicating with the Customer at the same time as shown below.

One more feature that agent has while interacting with the customer is to use the snippet, which basically defined predefined content which agents can use.