Save and Email PDF options added to Dynamics 365 Sales – 2020 Release Wave 1 Plan


The PDF generation capability has been added to Dynamics 365 Sales for the following entities: Lead, Contact, Account, Opportunity, Quote, Order and Invoice.

As an Admin, we can configure it here.

Enabling it adds the Create PDF and Email as PDF commands.

Create PDF and Email as PDF options will let the user select the templates available for that entity.

The generated pdf document through Create PDF option, can either be saved in SharePoint or in the local drive.

Clicking on Download starts the Export to PDF process and saves a copy of the pdf.

Clicking on Save saves it in the SharePoint Document Location configured

Email as PDF option can be used to email the PDF directly to the customer.

It basically opens the Email record with PDF added as an attachment.

The mapping for the email opened –

Check other blog posts on

Release 2020 Wave 1: https://nishantrana.me/2020-release-wave-1/

Release 2019 Wave 2: https://nishantrana.me/2019/12/31/dynamics-365-2019-release-wave-2-blog-posts/

Hope it helps..

Sales Team Member app module in 2020 Release Wave 1 Plan


A new Sales Team Member App has been made available in the 2020 Release Wave 1 plan that is specifically designed for users having Team Member License.

Below are the roles assigned to the app.

Below are the entities available for the users within the Sales Team Member app

Team member licensing is targeted towards the lightweight users that need limited access across the Dynamics 365 Apps.

Below are some of the rights/actions that Team member License User can perform –

  • Read all Dynamics 365 application data and Custom Entity Data.
  • Can Access Customer Engagement applications from Web App, Mobile, Tablet and Outlook.
  • Mobile Offline capabilities are not available for Team Member Licenses.
  • Create, Update and Delete
    à Activities, Announcements, Contacts, Custom Entities (15 max), Notes associated with them, Personal Views, Saved Views, Email Templates, Word Templates.
  • Create and modify up to 15 Custom Entities (per application) in addition to the OOB entities.
  • Export data to excel.
  • Access user reports, charts and dashboards.
  • Through Portal and API – create, read, update and delete Cases.
  • Post and follow activity feeds.
  • Perform mail merge.
  • Start a dialog.
  • Associate a marketing list with contact or account.
  • Use a queue item.
  • Use relationships and connections between records.
  • Use the search and advanced find.

The below diagram from the Licensing guide explains how team members’ license fits with the need to access custom entities.

Licensing is one the most complex part about the product, so it always recommended to go through the licensing guide and clear any doubts from Microsoft before deciding.

Download the Dynamics 365 Licensing Guide

https://go.microsoft.com/fwlink/p/?LinkId=866544

Also, check

https://docs.microsoft.com/en-us/dynamics365/get-started/team-members-license

https://docs.microsoft.com/en-in/dynamics365/sales-enterprise/sales-team-member

Check other blog posts on

Release 2020 Wave 1: https://nishantrana.me/2020-release-wave-1/

Release 2019 Wave 2: https://nishantrana.me/2019/12/31/dynamics-365-2019-release-wave-2-blog-posts/

Hope it helps..

PCF Control to show Twitter Likes Timeline


In the same line as Profile Timeline PCF Control, we can use the same concept to create a control that shows likes timeline that displays the recently like tweets of a specific public Twitter Account.

More on this

https://developer.twitter.com/en/docs/twitter-for-websites/timelines/guides/likes-timeline

Here we have specified the public twitter account nishantranacrm in this case, it will show all the tweets that are liked by that profile.

We can have both the Profile Timelines and Like Timelines control for the profile that we are interested in for a lead, contact or account record.

Get it here

https://github.com/nishantranacrm/PCFTwitterLikesControl

Hope it helps..

PCF Control to show the Twitter profile timelines


Created a simple PCF Control to show the twitter timelines for the profile. It basically uses embedded tweets.

Get the control here

https://github.com/nishantranacrm/TwitterPCFControl

Simply enter the twitter profile in the text field and it will render the latest tweets of that profile.

Inside an account form à

For the contact record à

Embedded timelines make it extremely easy to embed the Tweets on a web page.

We can navigate to publish.twitter.com to generate the code.

Here I have searched from my profile, which then next gives us the display options to select.

Here we selected the Embedded Timeline display option, which generated the code for us.

The code that we are using inside our PCF Control.

Read more about it here

https://developer.twitter.com/en/docs/twitter-for-websites/timelines/overview

Hope it helps..

Very simple PCF Control to show Gravatar


The Gravatar or globally recognised avatar is basically an image associated to our email id, which appears besides our comments, blogs posts, sites etc.

https://en.gravatar.com/site/implement/

To request an image of Gravatar, we need to first calculate hash of the email id and pass it to the URL

The format à

https://www.gravatar.com/avatar/{HASH}

e.g.

https://www.gravatar.com/avatar/205e460b479e2e5b48aec07710c08d50

https://en.gravatar.com/site/implement/images/

Using this information, just created a PCF control for single line of text – email type that will show the Gravatar associated to it. It was more from learning perspective than trying to implement a business case or requirement.

This is how the control looks like within the form.

For another email id, it shows the corresponding avatar image.

For cases where there are no gravatar associated it shows the default image

And as we are using it for the email type of text field, the usual validation provided by the platform works seamlessly.

Get the tool here

https://github.com/nishantranacrm/GravatarPCFControl

Hope it helps..

Customize Opportunity Close Dialog Box – Dynamics 365 For Sales


With the 2019 release wave 2 plan, finally, we can customize the opportunity close dialog box (Unified Interface only)

Enable it from the Sales tab of System Settings dialog box.

The default out of the box Close Opportunity Dialog Box à

Now to add or remove fields to the dialog box, we need to customize the Quick Create form of Close Opportunity entity.

Change the ordering of the fields, added a custom field, removed Competitor and Description dialog box.

Updated Close Opportunity Dialog Box

We can use client-side validation on it

We can specify business rules

We can also customize the Main (Information) form.

This form can be used to check the details of closed opportunities.

Entity Relationships cannot be customized.

Great to see the feature available as it was one of the most requested features in the product.

https://experience.dynamics.com/ideas/idea/?ideaid=4792dfee-121a-e611-80e2-c4346badc228

Hope it helps..

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