CUSTOM WORKFLOW ACTIVITY SAMPLE CODE FOR DYNAMICS 365

Here is a simple scenario

1) Create two fileds
a) DOB,
b) AGE

2) Calculate AGE based on DOB selected..

So we need to write a simple custom workflow as follows:

using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using System.Threading.Tasks;
using Microsoft.Xrm.Sdk;
using System.Activities;
using Microsoft.Xrm.Sdk.Workflow;


namespace CustomWorkflowActivity
{
    public class CalculateAge : CodeActivity
    {
        [Input("Date of Birth")]
        public InArgument<DateTime> DOB { get; set; }

        protected override void Execute(CodeActivityContext context)
        {
            ITracingService tracingService = (ITracingService)context.GetExtension<ITracingService>();
            IWorkflowContext workflowContext = (IWorkflowContext)context.GetExtension<IWorkflowContext>();
            IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)context.GetExtension<IOrganizationServiceFactory>();
            IOrganizationService service = serviceFactory.CreateOrganizationService(workflowContext.UserId);

            DateTime dtDOB = DOB.Get(context);
            int CalculateAge = Convert.ToInt32(DateTime.Now.Subtract(dtDOB).TotalDays)/365;
            Age.Set(context, CalculateAge);
        }
        [Output("Age")]
        public OutArgument<Int32> Age { get; set; }
    }
}

======================================================================

After creating Custom workflow then use the custom workflow activity in the processes section to calculate the Age of the contact..

I hope this helps...

Happy CRMing:-)

↜Ҝ

Essential Dynamics crm tool list

I found the below link very useful when use you crm tools

 Jukka Niiranen blog post below:

http://survivingcrm.com/2013/08/your-essential-toolkit-for-microsoft-dynamics-crm/

DYNAMICS 365 INTEGRATION WITH WEB APPLICATION (ASP.NET) AND RETRIEVING DATA AND SHOWING IN GRID

Follow the steps as below:

First Create an ASP.NET WEBSITE from Visual Studio
Goto File> New > Website > Add a webform > 
then it will create an aspx page file then add a "GridView" to the aspx page. Inside the ASPX.CS class add the below code 

using System;
using System.Collections.Generic;
using System.Configuration;
using System.Data;
using System.Linq;
using System.Net;
using System.ServiceModel.Description;
using System.Web;
using System.Web.UI;
using System.Web.UI.WebControls;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Xrm.Sdk.Query;


public partial class Accounts : System.Web.UI.Page
{
    protected void Page_Load(object sender, EventArgs e)
    {
        IOrganizationService service = GetCRMService();
        QueryExpression query = new QueryExpression("account");
        query.ColumnSet.AllColumns = true;
        query.Criteria.AddCondition("name", ConditionOperator.NotEqual, "ksllls");
        EntityCollection collection = service.RetrieveMultiple(query);

        DataTable dt = new DataTable();
        dt.Columns.Add("name");
        dt.Columns.Add("accountnumber");
        foreach(Entity entity in collection.Entities)
        {
            DataRow dr = dt.NewRow();
            dr["name"] = entity.Attributes["name"].ToString();
            if(entity.Contains("accountnumber"))
            { 
            dr["accountnumber"] = entity.Attributes["accountnumber"].ToString();
            }
            dt.Rows.Add(dr);
        }
        GridView1.DataSource = dt;
        GridView1.DataBind();
    }


    public IOrganizationService GetCRMService()
    {
        string UserName = "mam@santechnology.onmicrosoft.com";
        string Password = "devisri123";
        ClientCredentials Credentials = new ClientCredentials();
        IOrganizationService Service;
        Credentials.UserName.UserName = UserName;
        Credentials.UserName.Password = Password;

        Credentials.Windows.ClientCredential = CredentialCache.DefaultNetworkCredentials;
        //This URI need to be updated to match the servername and organisation for the environment

        string CRMServer = ConfigurationManager.AppSettings["crmserverurl"].ToString();
        Uri OrganizationUri = new Uri(CRMServer);
        Uri HomeRealmUri = null;

        // OrgaizationServiceProxy  ServiceProxy

        using(OrganizationServiceProxy ServiceProxy = new OrganizationServiceProxy(OrganizationUri,HomeRealmUri,Credentials,null))
        {
             Service = (IOrganizationService)ServiceProxy;
        }
        return Service;
    }
}

=======================================================================
 Screen shot of the Visual studio website application..

Account.aspx code:

<%@ Page Language="C#" AutoEventWireup="true" CodeFile="Accounts.aspx.cs" Inherits="Accounts" %>

<!DOCTYPE html>

<html xmlns="http://www.w3.org/1999/xhtml">
<head runat="server">
    <title></title>
</head>

<body>
    <form id="form1" runat="server">
    <div>
    <asp:gridview ID="GridView1" runat="server"></asp:gridview>
    </div>
    </form>
</body>
</html>

=======================================================================
WEB.CONFIG CODE



<?xml version="1.0"?>

<!--
  For more information on how to configure your ASP.NET application, please visit
  http://go.microsoft.com/fwlink/?LinkId=169433
  -->

<configuration>
<appSettings>
  <add key ="crmserverurl" value="https://santechnology.api.crm11.dynamics.com/XRMServices/2011/Organization.svc"/>
</appSettings>
    <system.web>
      <compilation debug="true" targetFramework="4.5" />
      <httpRuntime targetFramework="4.5" />
    </system.web>


</configuration>

=======================================================================

The Output will be as shown on the screen shot:

=======================================================================

Here we go, then we will be able to see the accounts based on the queryexpression condition:

I hope this code might helps someone out there..

Happy CRM:-)
🔄

🔵🌹💮

LIST OF CURRENT DYNAMICS 365 ONLINE REGIONS

 Here is a list of the current Dynamics 365 Online regions:

• North America (crm.dynamics.com)
• South America (crm2.dynamics.com)
• Canada (crm3.dynamics.com)
• EMEA (crm4.dynamics.com)
• APAC (crm5.dynamics.com)
• Australia (crm6.dynamics.com)
• Japan (crm7.dynamics.com)
• India (crm8.dynamics.com)
• North America 2-for Government (crm9.dynamics.com)
• United Kingdom (crm11.dynamics.com)
• Microsoft Cloud Germany (crm.microsoftdynamics.de)
• The above list accurate as of May 2017.



TROUBLESHOOTING TOOLS FOR DYNAMICS CRM : DEVTOOLS FROM SONOMA

https://chrome.google.com/webstore/detail/sonoma-partners-dynamics/eokikgaenlfgcpoifejlhaalmpeihfom?hl=en

MICROSOFT DYNAMICS CRM ONLINE VS ONPREMISE

The options of installing Dynamics CRM On Premises or going with CRM Online. In this post i have compared both platforms, and compared the differences.

Core Application Functionality

The core application functionality is at parity, with the same core application entities and extensibility features.

Extensibility

Customizations developed in a supported way for CRM on premise can be moved to CRM Online (and vice versa), and plugins, workflows and any custom extension can be used in either Online or On Premises deployments. Any supported code will work in both CRM online and On Premises.

Mobility

CRM clients for phone, tablet, and Outlook (including offline) work exactly the same between CRM Online and CRM On Premises.

Integrations with other Microsoft platforms

Integration with other Microsoft platforms such as Sharepoint, Exchange, Lync, and Yammer work with both CRM On Premises as well as CRM Online

If you currently use Office 365 for Exchange or SharePoint, CRM Online will allow you to standardize user management and offer enhanced server side integration with SharePoint Online, Exchange Online, and PowerBI.

Data Integration Options

Integration options are similar between CRM online and On Premises. Third party integration tools like Scribe Insight and SSIS with Kingswaysoft work with both CRM On Premises and CRM Online. Integration performance will vary based on the data loaded. Very large data integrations are typically faster with CRM On Premises if the integration server is close to the CRM server as latency is very low. CRM Online integration performance can be improved by optimizing the integration, using the bulk load API, or by reducing latency to the cloud by running the integration from a Microsoft Azure server.

Capability	CRM Online	CRM On Premises
Exchange Synchronization	CRM for Outlook, Email Router, or Server Synchronization (if using Exchange Online/O365)	CRM for Outlook, Email Router, or Server Synchronization (if using Exchange on premise)
SharePoint Integration	Server Side with SharePoint Online (if using O365)	Client-side integration
Inside View (Insights)	Included	Additional cost
Social Listening	Included	Additional cost
Workflows/dialogs	200	Unlimited
Custom Entities	300	Unlimited
SSRS Reporting	FetchXML, or T-SQL from a locally replicated reporting server	FetchXML or T-SQL
Power BI Reporting	Yes	No
Upgrade/Update process	Office 365 admin approves the upgrade before it is installed, update rollups applied automatically	Upgrades and update rollups installed my your administrator
Direct server access	No	Yes
Phone App	Yes	Yes if environment externally facing via ADFS
Tablet App	Yes	Yes if environment externally facing via ADFS
Storage	Limited to the amount of CRM Online storage purchased	Limited to the amount of storage available on your server
Release cycle	Two releases per year. Spring release functionality exclusive to CRM Online, so new functionality available online first.	Fall release released to both CRM Online and On Premises, includes the functionality released in the Spring release.
Migrating	CRM Online customers can migrate On Premises at any time. SQL database provided to client at scheduled time that can be imported to an On Premises deployment.	CRM On Premises customers can migrate to CRM Online and customization for entities can be imported; however, on premises database cannot be moved to Online data center, so a data migration is required.
Sandbox environments	CRM Online provides non production environments as part of your subscription that can be used for dev/test/UAT. The number of organizations received depends on the number of users.	Non production environments can be installed, depending on local server availability.

CODING CONVENTIONS IN C#

C# coding conventions

1) Naming conventions
2)Layout conventions
3)commenting conventions
4)Language guidelines
a) String Data Type
b)Implicitly typed local variables
c)using data type
arrays
delegates
try-catch and using statements in exception handling
&& and || Operators
New Operator
Event Handling
Static Members
LINQ Queries

EDITABLE GRIDS DYNAMICS 365

Editable Grid was released as a new feature in Dynamics 365. I would like to explain some of the core concepts of the editable grid advantages and disadvantages.

1. What is editable grid?

It's a custom control on an entity. It’s not enabled out of the box for any entity, you have to set it up. It's easy (see below). It allows you to amend values on a view inline without going into the form.

2. Once you set up editable grid for an entity, can you still use the traditional read only views?

Yes. Once you set it up on an entity, you can toggle back and forth from editable to read only grid via a 'Show as' button on the view command bar.

3. Can it be used on out of the box and custom entities?

Yes

4. Can it be used on personal views?

Yes

5. Can it be used on mobile clients?

Yes, both tablet and phone. In fact, when you enable it, you enable for web, tablet and phone all together.

6. Can you apply it to just some view on an entity and not others?

Not exactly. It is set up at either entity or form level (i.e. applies to a specific subgrid). But you can't just apply it to some views on an entity and not others.

7. How do you set it up?

In Customisations, in the entity configuration screen, there's a new tab called 'Controls'.

Select 'Add control' and select the type you want, in this case, obviously ‘Editable Grid’.

Don’t forget to save your changes. Then publish.

Please also note that it seems it is possible to add multiple editable grids to the same entity, but this would appear to be a bug, as it seems to have no impact. Of course, it only makes sense to have 1 editable grid control per entity.

8. What can you do on an editable grid?

You can (and this list is not exhaustive):
Change values on the view columns, obviously. See example below where I’m about to change the email field for Abraham McCormick.

Move columns around in the view by dragging and dropping. Please note, these persist across sessions, and users, i.e. if I move a column, it is moved for all users, and will still be like that when I log out and back in again. Not sure I like this functionality, particularly the fact that it moves it for all users.

Group records by a column in the view. Below, I’ve grouped by Company Name, and collapsed the contacts attached to no company and to A.Datum.

Again, these changes persist across sessions and users. Please note, you can enable editable grid for an entity but disable grouping if you want. Not sure why you would ever do this though.

9. What can't you do on an editable grid?

You can't (and again this list is not exhaustive):
Select a lookup field on a view and be taken to that record. It’s not a link, like it is in read only grid.

Change the owner of a record - this is still done through ‘Assign’ on the command bar. As you can see it is locked:

Change a value on a field of a parent entity, e.g. phone number of parent account on an editable grid of contacts. As you can see below, it’s locked:

Click to call phone numbers. Again, they’re not links. When you click on them, you can change them, but not call them.

Click to send email. Again, they’re not links.

Change customer lookups (you can change all other lookups on the primary entity).

Change composite fields, e.g. full name:

You can of course list out each component of the composite field in their own columns and change those individually.

Change party list fields.

See more than 25 records per page, regardless of your personal setting for records per page, unless you use the grouping function, in which case it will respect your personal options for records per page.

Perform a secondary sort, unless the grid is grouped, in which case you can do a maximum of 2 levels of sorting (unlike read only grid where you can sort by many columns).

See how many records are in the view, i.e. there is no record count at the bottom. You just see this for paging back and forth:

10. Can you set an entity to default to editable or read only grid?

Yes you can. You create the control for editable grid, and then select whether you want the default to be editable grid or read only grid for each client, i.e. web, phone or tablet. In the example below, I’ve set the default for web client to be editable grid, but for phone and tablet to be read only grid.

Please note, if you go to another entity and then back, you will be taken back to the grid type you were on when you left, not your default. However, if you sign out of CRM and back in, you will be taken to your default. So, the default grid type is only for when you first view that entity in a new session.

This isn't an exhaustive list of editable grid’s features and limitations, but it’s a decent start.

ROLLUPS AND CALCULATED FIELDS LIMITATIONS IN DYANMICS CRM

MICROSOFT DYNAMICS CRM ROLLUP AND CALCULATED FIELDS LIMITATIONS:

Calculated fields specifically are subject to the following limitations :

1. Can only go one level up in an N:1 relationship
2. Can only have all ANDs or all ORS in conditional logic.
3. Not available for offline
4. Calculations only refresh OnSave of the Form

Rollup fields are subject to the following :

1. Only available using a single directly related 1:N related entity (Opportunity and Opportunity Products for instance)
2. Rollup using another rollup field is not supported.
3. Rollups are asynchronous and so the latest value will not always be available if changes are made to child records.

DYNAMICS 365 CHART TYPES

DYNAMICS 365 CHART TYPES


CHART ARE USED TO QUICKLY VIEW THE  INFORMATION.


COLUMN CHART
BAR CHART
AREA CHART
LINE CHART
PIE CHART
FUNNEL CHART
MULTI-SERIES CHART
COMPARISON CHART(STACKED CHART)
TAG CHART
DOUGHNUT CHART