Microsoft Dynamics CRM – Page 21 – Nishant Rana's Weblog

New Visual Designer for Business Rules in Dynamics 365

In Dynamics 365 we have new visual designer for Business Rules (and Business Process Flows).

Condition and Actions can be added through Add button or dragged and dropped

Conditions and Action can be copied, cut. delete and pasted in designer window.

Snapshot creates a snapshot of the business rules. (image file with png extension)

Conditions can be defined in the Properties window

Still we can only specify either Add or OR conditions

Changing it to OR replaces AND condition

May be in future release we’d have that feature as well.

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).

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..

How to – Use Update to change the status and update owner (instead of SetState and Assign Request) in CRM 2015/2016

Prior to CRM 2015 Update 1, if we had to change the owner or set the state of the record we had to use Assign and SetState Request.

Now we can use our Update request for the same.

For e.g. we have below Active record owned by user named Nishant Rana.

Using below Update Request we can change the owner as well as set the record as inactive in a single request.

</p>
<p>Entity demoEntity = new Entity("new_demoentity");</p>
<p>// here we are using alternate key to update the record instead of Guid<br />
demoEntity.KeyAttributes.Add("new_alternatekeyfield", "My Alternate Key 2");</p>
<p>demoEntity.Attributes["new_name"] = "Updated record at " + DateTime.Now.ToShortTimeString();</p>
<p>// update owner id<br />
demoEntity.Attributes["ownerid"] = new EntityReference("systemuser", new Guid("16406B31-5E97-E611-80E3-FC15B42877A8"));</p>
<p>// set record as inactive<br />
demoEntity.Attributes["statecode"] = new OptionSetValue(1);</p>
<p>organizationProxy.Update(demoEntity);</p>
<p>

Point to remember is that if we have plugin registered either PRE or POST on Update and Assign both will be triggered.

Hope it helps..

Using PluginTypeStatistic records to monitor plugins \ custom workflow activities hosted in sandbox in CRM 2016 (and earlier)

CRM collects runtime information about the plugins and custom workflow activities executing in sandbox mode in PluginTypeStatistic records every hour or so.

Go to Advanced Find View and select – Plug-in Type Statistics

It gives us details regarding “The average execution time”, “Execution Count”, “Failure Count” etc. for each of the plugins and custom workflow activities.

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..

Passing EnumType parameter in Web API in CRM 2016

Recently we were calling InitializeForm function through WEB API, to which parameters to be passed were

TragetFieldType EnumType values:-

URL

https://xxx.crm.dynamics.com/api/data/v8.1/InitializeFrom(EntityMoniker=@p1,TargetEntityName=@p2,TargetFieldType=@p3)?@p1={‘@odata.id’:’accounts(AAA19CDD-88DF-E311-B8E5-6C3BE5A8B200)’}&@p2=’account’&@p3=Microsoft.Dynamics.CRM.TargetFieldType’All’

The Parameters