Dynamics 365 keeps opening the sign in page in the new tab

We all have faced this issue where Dynamics 365 keeps opening the login page in the new tab.


If we check the URL it is basically redirecting to

Below URL à

To disable this behaviour for all the users, disable the learning path.

Set Enable Learning Path as No.

For individual user, select Opt Out of Learning Path from Personal Options.

https://docs.microsoft.com/en-us/previous-versions/dynamicscrm-2016/admins-customizers-dynamics-365/mt826648(v=crm.8)?redirectedfrom=MSDN

For Internet Explorer (without changing above settings)

http://ronaldlemmen.blogspot.com/2017/02/unlimited-redirects-or-popups-to.html

Hope it helps..

Solved – window onload undefined error in Dynamics 365

Recently we got the below issue raised by the user on form load of one of the entities.


Most of the times this issue will arise because of the control / attribute being referenced in the JavaScript, being not available on the form.

And same was the case here, one of the JavaScript’s associated with the ribbon button, was referring to business process field (header_process_xxxxx) which was not available on the form.

Hope it helps..

Notes on Dynamics 365 for Phones and Tablets app – Part 7 (Custom Controls)

Check the other articles of this series

Continuing the previous post on the Dynamics 365 mobile app, here we will cover the custom controls.

Custom controls were added to the product in version 9.0 and were part of the new Unified Interface, for us to use at that time. Now we all can create custom control using PowerApps Component Framework (earlier known as Custom Control Framework).

Check out the PCF Gallery for all the custom controls developed by the community.

https://pcf.gallery/

In this post let us look at out of the box custom controls available in the product and how it renders within the Dynamics 365 for Phone App.

Let us start with the custom control for the list.

For the opportunity entity, we have defined below custom control. The Editable Grid option is disabled for Phone.

The tablet app shows the Editable grid as default with the option of switching the view.

For the Phone App, it seems Kanban’s view has some issues. We can switch to all other views configured except the editable which is not available for the phone app.



Below is the table that lists the out of the box custom control, along with its properties and how they are rendered in the phone app, for quick reference.

Field Type Control Property
Whole Number
&
Money
Arc Knob

Radial Knob
Number Input
Linear Gauge
Linear Slider
Whole Number Star Rating (max 5)
URL Website Preview
Multimedia
Boolean Flip Switch
Single line of text Input mask
Auto complete
Multiline of text Pen
Option set Option set (max 3)

Hope it helps..

Error – You have exceeded the maximum number of 2000 characters in this field while using Pen Control in Dynamics 365

We might get the below error while using the pen control.


Just make sure that we have set the field to the minimum length recommended by Microsoft i.e. 15000.


The maximum value that can be set for the text area (multiple line of text) field is 1048576.



Earlier pen control was not available for the Web client.

https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/284081/can-t-check-pen-control-for-web-on-dynamics-crm-365/1036343#1036343

But now they can be enabled for the web as well.



Hope it helps..


Notes on Dynamics 365 for Phones and Tablets app – Part 6 (Form customization)

Check the other articles of this series

Continuing the previous post,

in this post, we’d see how we can configure the forms for mobile apps.

Here, for example, we have taken the Contact entity, which would have below main forms for the contact entity.

The same would be available for the user (with appropriate security roles) within the tablet app and phone app.

Now for Sections within in Form, we see the option “Available on phone”, let us keep it as unchecked.

The section would appear within the Tablet app.

The section will not be available for the Phone App users as the name of the option “Available on Phone” suggests.

“Available for phone” option is available for the Tabs as well.

This will hide the tab in the Phone App, but it will be available within the Tablet app.

Also, Microsoft document mentions that Duplicate Detection doesn’t work on phones and only works for tablets https://docs.microsoft.com/en-us/dynamics365/mobile-app/set-up-dynamics-365-for-phones-and-dynamics-365-for-tablets#other-differences-with- which doesn’t seem to be the case now.

The Duplicate dialog box works in case of both tablet and phone app. Below is the screen shot of the phone app.

Also, the documentation mentions that Activity Feeds are not available in Tablets but it seems that it now works for both tablet and phone apps.

With a Model-driven app, it seems most of the things are now consistent across the web, mobile and tablet app, with few exceptions, making it easy for both the admin and the end-users to configure and use.

Hope it helps..

Identify deleted entity and attributes in Audit Summary View – Dynamics 365

We recently had an issue where all the data for certain entities got deleted, which is only possible if that entity has been deleted, which could have been triggered by the deletion of the managed solution.

As it was on-premise, we started our analysis with the wonderful Solution History plugin of XrmToolBox.

The Solution History had the information of new managed solution being imported.

But it didn’t capture the delete event for the solution or the entities.

The good thing was that we had the audit enabled, which helped us to figure out the entities deleted and account that was responsible for this delete (accidental).

For online, it is straightforward to track the solution import and delete event, now with the Solution History available in the product itself.

Another thing to remember with regards to the deletion of the managed solution is,

If Solution A has entity A and entity B and this has been imported as managed in Production first, followed by Solution B that has entity A only.

If Solution B is deleted only Entity A will be deleted as entity B is still being referenced by Solution A.

Check the below blog post to understand the installation order and solution layering.

https://nishantrana.me/2018/11/11/installation-order-for-solutions-patches-in-dynamics-365-customer-engagement/

https://debajmecrm.com/2019/05/23/unearthing-solution-layering-feature-of-dynamics-365-how-are-the-good-old-concepts-of-patching-and-cloning-related-to-it/

Hope it helps..

Notes on Dynamics 365 for Phones and Tablets app – Part 5 (Dashboards)

Check the other articles of this series

Continuing the previous post,

In this post let us try configuring the Dashboard for mobile.

We have created a custom dashboard having the test entity and have kept the “Enable for mobile” option as unchecked

Now let us add this dashboard in our model-driven app and update the sitemap.

Publish the changes and open the app in the mobile app.

The Dashboard is available within the app, even though the option “Enable for mobile” was unchecked.

Here we need to make sure the user has the Dashboard is accessible for the security roles(s).

Some of the system dashboards will have “Enable for mobile” property already checked and greyed out.

As we already saw, this property doesn’t have any effect in the case of the model-driven app, so to make these dashboards available for the end-user, we just need to add them to the App.

The dashboard within the mobile app.

Now let us try adding an Interactive Dashboard to the app.

The Interactive Dashboard shows up within the tablet app for windows, with a horizontal scroll bar.

And the same inside the phone app for android, displayed vertically considering the screen size.

Now let us check the behavior with the personal dashboard.

Say e.g. user1 (system admin) has created the following personal dashboard named personal dashboard.

The same is displayed for the user within the mobile app.

As expected, it is not available to another user, considering it is a personal dashboard.

Let us share the dashboard and check.

The personal dashboard will be available to the user to who it has been shared.

It seems like with earlier version it was not possible

https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/208534/crm-dashboard—viewing-shared-dashboard-on-mobile

Thus, we covered how to add the dashboards to the app and the way they render within the mobile app.

We have also shared our feedback on some of our findings on Microsoft docs

Hope it helps..

Notes on Dynamics 365 for Phones and Tablets app – Part 4 (Entity Configuration)

Check the other articles of this series

Continuing the previous post,

Now let us see how do we enable a specific entity for mobile.

To begin with, let us first create a custom entity named Test. For now, let us leave the Enable for mobile option unchecked.

[Update – Enable for mobile has been renamed to Enable for Unified client]

EnableForMobile

We have created a new model-driven app and added that entity in the sitemap.

Let us publish the changes and try accessing the app from Dynamics 365 mobile app.

Even without checking “Enable for mobile” option, the Entity is available as it is part of Model-Driven App and we are accessing it using System Administrator that has rights on both the app as well the custom entity.

Now let us check that option along with read-only option on the custom entity and publish the changes

This setting makes the entity as read-only for the user (even System Administrator)

Now let us update the site map, add the same entity inside sub-area, also create a new group and new area and add the same entity.

Let us save and publish the changes and see how it gets rendered inside the mobile app.

Below how it displays the navigation, exactly as specified in the Sitemap, inside Dynamics 365 for the Tablet app and Phone app.

Microsoft Documentations says

https://docs.microsoft.com/en-us/dynamics365/mobile-app/set-up-dynamics-365-for-phones-and-dynamics-365-for-tablets#navigation-bar

which it seems it doesn’t apply with the Model-Driven app anymore.

Hope it helps..

Notes on Dynamics 365 for Phones and Tablets app – Part 3 (supported iPad devices)

Check the other articles of this series

Continuing our previous post on attachments, here we will cover the list of iPad devices supported.

Here first have the look at the list of supported versions and RAM (minimum) for different platforms.

And if we are using the web browser in Tablets to access Dynamics 365 application below are the supported devices. Here the versions are the same as for the apps, but the main point to consider is the resolution and the screen size.

Using the web browser on phone to access a model-driven app is not supported.

Based on the above details, below is the list of iPad devices supported and their specifications that could help in choosing the correct device.

Device Screen size (inch) Release Date iOS
(release with – supported)
Status
iPad mini 2 7.9 November 12, 2013 iOS 7 – iOS 12 Discontinued and unsupported
iPad mini 3 7.9 October 22, 2014 iOS 8 – iOS 12 Discontinued and unsupported
iPad mini 4 7.9 September 9, 2015 iOS 9 – latest Discontinued and supported
iPad mini 5 7.9 March 18, 2019 iOS 12 – latest Current
iPad Air 9.7 November 1, 2013 iOS 7 – iOS 12 Discontinued and unsupported
iPad Air 2nd Gen 9.7 October 22, 2014 iOS 8 – latest Discontinued and supported
iPad Air 3rd Gen 10.5 March 18, 2019 iOS 12 – latest Current
iPad 5th Gen 9.7 March 24, 2017 iOS 10 – latest Discontinued and supported
iPad 6th Gen 9.7 March 27, 2018 iOS 11 – latest Discontinued and supported
iPad 7th Gen 10.2 September 25, 2019 iPadOS 13 – latest Current
iPad Pro 9.7 inch 9.7 March 31, 2016 iOS 9 – latest Discontinued and supported
iPad Pro 10.5 inch 10.5 June 13, 2017 iOS 13 – latest Discontinued and supported
iPad Pro 11 inch 1st Gen 11 October 30, 2018 iOS 12 – latest Discontinued and supported
iPad Pro 12.9 inch 1st Gen 12.9 November 11, 2015 iOS 9 – latest Discontinued and supported
iPad Pro 12.9 inch 2nd Gen 12.9 June 13, 2017 iOS 10 – latest Discontinued and supported
iPad Pro 12.9 inch 3rd Gen 12.9 October 30, 2018 iPadOS 13 – latest Discontinued and supported
iPad Pro 12.9 inch
4th Gen
12.9 March 25, 2020 iPadOS 13 – latest Current

Hope it helps..

Notes on Dynamics 365 for Phones and Tablets app – Part 2 (Attachments)

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Continuing the previous post

https://nishantrana.me/2020/04/06/notes-on-dynamics-365-for-phones-and-tablets-app-part-1/

here we will look at the attachments.

As we are aware, the file size limit for attachments in Notes is governed through System Settings à Email Tab.

The default value is 5120 KB

And maximum it can be set to 131,072 KB

If the attachment size increases, we’d get the below error message from the web application

And from the phone app

Now as we know that with Dynamics 365 for Phone and Tablet app for Andriod and iOS, we are limited to attaching images i.e. capturing it through camera or selecting an existing image from the gallery.

https://nishantrana.me/2020/03/30/attachments-to-notes-in-dynamics-365-for-phone-and-tablet-app/

For phone and tablets, we can make use of a specific mobile setting, which allows us to set the resolution of the images

Below are our findings on the file size for different resolution for the below devices.

Phone App (KB) Tablet App (KB)
Resolution Samsung S10 Plus iPhone 11 Pro Max Huawei Mate 20 Pro
iPad 6th generation (iOS 13)
Device Default 25 1656 583 619
640 * 480 25 24 17 28
1024 * 768 52 69 36 56
1600 * 1200 92 152 77 154
2048 * 1536 137 196 163 260
2592 * 1936 208 366 303 389

 

Hope it helps..