Tag: Microsoft Dynamics 365

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..