Microsoft Dynamics CRM – Page 43 – Nishant Rana's Weblog

Few more interesting issues in New Form Rendering in CRM 2016 Update 1

We recently upgraded to CRM 2016 Update 1 and there seems to be noend to the different product issues that we are facing.

The latest ones are missing scroll bar in BPF when a particular stage has large number of fields in it and the other one being “Click to enter” info appearing at wrong place in BPF for fields.

Legacy Form Rendering

The same form in New Form Rendering

Below are the other issues that we have faced in New Form Rendering till now

https://nishantrana.me/2016/12/09/bug-in-new-form-rendering-crm-2016-update-1-add-new-button-not-working-for-opportunity-product-sub-grid-in-opportunity-form/

https://nishantrana.me/2016/11/28/onchange-event-getting-fired-on-setvalue-in-crm-2016-update-1-new-form-rendering/

https://nishantrana.me/2016/11/25/recommended-field-showing-up-as-required-field-issue-in-dynamics-365/

Well it seems like in Dynamics 365 we do not have the issue with scroll bar for new form rendering but the click to enter bug still seems to exist

bug

Hope it helps..

Inviting existing Contacts to Portal in Dynamics 365

For inviting existing contact records as user of the portal we can follow the below steps.

Open an existing contact record and click on Create Invitation button

This creates the invitation record along with the invitation code.

Select and run the Send Invitation workflow.

The steps for the workflow are as below.

The contact\user receives the link for the confirmation

Clicking on the link opens the portal wherein user\contact can redeem the Invitation Code and Register.

User can set up username and password during registration.

Once registered user can access the portal and update the profile further and can also change the password, email etc.

The Contact record in CRM gets updated accordingly.

Hope it helps..

Setting up Portal Trial in Dynamics 365

Create your dynamics 365 trial as a first step (if not already created)

https://signup.microsoft.com/Signup?OfferId=bd569279-37f5-4f5c-99d0-425873bb9a4b&dl=DYN365_ENTERPRISE_PLAN1&Culture=en-us&Country=us&ali=1

Once trial is set up successfully, open the admin center for Dynamics 365 and select Applications and click on Manage to configure the portal.

Provide details for the portal

Click on Accept

Grant Permission to the Portal

We’d get the below message

After some time

Clicking on here takes us to the manage your solutions page

Once configured we’d see the following area\groups\sub groups added to site map specific to portals

Portal :

myportal

Hope it helps..

Using MediaWiki API for Showing content of Wikipedia page inside Dynamics 365 form

Hi,

Recently we had a requirement to show content of Wikipedia page and display it inside CRM in one of the entities form.

For this purpose, we can make use of “MediaWiki web service API.”

https://www.mediawiki.org/wiki/API:Main_page

To create the query, we can use the below tool

https://en.wikipedia.org/wiki/Special%3aApiSandbox

The html source code


<!DOCTYPE html>
<html xmlns="http://www.w3.org/1999/xhtml">
<head>
<title></title>
<script src="https://ajax.googleapis.com/ajax/libs/jquery/3.1.1/jquery.min.js"></script>
<script type="text/javascript">

function SetWikiContent() {

// get country name from crm form
if (Xrm.Page.getAttribute("new_name") != null) {

var title = Xrm.Page.getAttribute("new_name").getValue();

// set the url
var url = "https://en.wikipedia.org/w/api.php?format=json&action=parse&page=" + title + "&prop=text&section=0&callback=?";

$.getJSON(url, function (data) {
for (text in data.parse.text) {
var text = data.parse.text[text].split("
");
var pText = "";

for (p in text) {
//Remove html comment
text[p] = text[p].split("<!--");
if (text[p].length > 1) {
text[p][0] = text[p][0].split(/\r\n|\r|\n/);
text[p][0] = text[p][0][0];
text[p][0] += "
 ";
}
text[p] = text[p][0];

//Construct a string from paragraphs
if (text[p].indexOf("
") == text[p].length - 5) {
var htmlStrip = text[p].replace(/<(?:.|\n)*?>/gm, '') //Remove HTML
var splitNewline = htmlStrip.split(/\r\n|\r|\n/); //Split on newlines
for (newline in splitNewline) {
if (splitNewline[newline].substring(0, 11) != "Cite error:") {
pText += splitNewline[newline];
pText += "\n";
}
}
}
}
pText = pText.substring(0, pText.length - 2); //Remove extra newline
pText = pText.replace(/\[\d+\]/g, ""); //Remove reference tags (e.x. [1], [4], etc)

Xrm.Page.getAttribute('new_wikiinfo').setValue(pText);
}
});
}
}

</script>
</head>
<body onload="SetWikiContent();">
</body>
</html>

The helpful article

http://stackoverflow.com/questions/8555320/is-there-a-clean-wikipedia-api-just-for-retrieve-content-summary

Hope it helps..

Simple Bing Map HTML Web Resource to show Country location in Dynamics 365

Just sharing a HTML Web resource code to show Country location inside the map using name of the country.

Source Code: –


<!DOCTYPE HTML PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
<html>
<head>
<title>My Bing Map</title>
<script charset="UTF-8" type="text/javascript" src="https://ecn.dev.virtualearth.net/mapcontrol/mapcontrol.ashx?v=7.0&s=1"></script>
<script type="text/javascript">
var map = null;

// get the bing map key https://msdn.microsoft.com/en-us/library/ff428642.aspx
var credentials = "AvYH87t36Tv3ybyYagU9HUZKjsrWO2Hcup3nu1fmNhpenHKO_xxxxx";

function GetMap() {

// countryName - name of the country from the CRM's form
var countryName = parent.Xrm.Page.getAttribute("new_name").getValue();

// calling virtual earth api
var geocodeRequest = "https://dev.virtualearth.net/REST/v1/Locations?countryRegion=" + countryName + "&key=" + credentials + "&jsonp=GeocodeCallback";

CallRestService(geocodeRequest);
}

function GeocodeCallback(result) {

if (result && result.resourceSets && result.resourceSets.length > 0 && result.resourceSets[0].resources && result.resourceSets[0].resources.length > 0) {

var coordinates = result.resourceSets[0].resources[0].point.coordinates;
var centerPoint = new Microsoft.Maps.Location(coordinates[0], coordinates[1]);

map = new Microsoft.Maps.Map(document.getElementById("mapDiv"),
{
credentials: credentials,
center: centerPoint,
mapTypeId: Microsoft.Maps.MapTypeId.road,
zoom: 5
});

var pushpin = new Microsoft.Maps.Pushpin(map.getCenter());
map.entities.push(pushpin);
}
}

function CallRestService(request) {
var script = document.createElement("script");
script.setAttribute("type", "text/javascript");
script.setAttribute("src", request);
document.body.appendChild(script);
}
</script>
</head>
<body onload="GetMap();">
<div id='mapDiv' style="position: relative; width: 600px; height: 300px;"></div>
</body>
</html>

Check this helpful post as well

https://blogs.bing.com/maps/2015/03/05/accessing-the-bing-maps-rest-services-from-various-javascript-frameworks/

Hope it helps..

SSRS Fetch XML based CRM Online Report performance in Dynamics 365

Hi,

Recently we were analyzing the performance of a fetch xml based online report.

The report was running against opportunity, and had 4 data set in it. Custom entity A and custom entity B were n – 1 related to opportunity.

Data Set Opportunity	13000 records
Data Set for Custom Entity A used for Lookup	100 records
Data Set for Custom Entity B used for Lookup	8000
Data Set for Tasks Activity used for Lookup	130000 records