Sharepoint Metadata Manager and Attachment Extractor–New version released!

We are delighted to announce the release of the next version of our tool – Sharepoint Attachment Extractor and Metadata Manager. For readers who are new to this tool, this tool enables you to upload documents to Sharepoint with multiple metadata as well as host of other features like

    • Allows you to create and edit Metadata related to files from CRM. This version allows up to five metadata fields per entity and also provides the option to restrict the metadata values to a specific set of values or free text.
    • Dynamic adding and removal of the SharePoint section on the form of an entity just through configuration page that comes with the tool. Also you can place the SharePoint section on multiple forms for the entity.
    • Upload up to five files at one go along with the option to enter metadata for each file. Also size limit of file not constrained by the attachment size limit in CRM
    • Automatically moving the document from the annotations section of CRM to Sharepoint.
    • Behaves in conformance with the security privileges of the user in CRM for the record on which the SharePoint section is being shown.

You can download the detailed documentation from this link – http://www.xrmforyou.com/sharepoint-integrator.html

 

For trial and pricing, please write to us at info@xrmforyou.com

 

So what’s new in Version 2.0?

1. Performance

Our team have worked greatly on the performance issues especially during metadata update and also during upload of five files with metadata. The current version is ~1.5x faster than its previous version in terms of interaction with SharePoint

2. UI in conformance with Dynamics V9.0

The entire look and feel of the Sharepoint Grid control has been revamped in conformance with the new version of CRM. The grid contains a host of features including

  • Column resizing
  • Improved Searching logic
  • Sorting
  • Paging
  • Document reload
  • Drag  & Drop

Screenshots for reference.

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3. Ability to specify column ordering for metadata

The tool now comes with the capability to enable column ordering for metadata.

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All of this and much more to offer. Reach out to us to know how we can help you.

For trial and pricing, please write to us at info@xrmforyou.com

 

-Debajit Dutta

(Dynamics MVP)

www.xrmforyou.com

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Calling bound actions (entity actions) using Xrm.WebApi.execute in Dynamics V9

This is a follow up to my previous blog where I showed you how can you call a global action with all parameter types using the newly introduced Xrm.WebApi.execute method.

https://debajmecrm.com/2018/02/02/dynamics-version-9-0-execute-custom-action-with-all-parameter-types-in-dynamics-crm-version-9-0/

 

Now coming to bound actions i.e actions which are bound to entities, I was getting multiple queries on how to do it after my first blog post. Readers were telling that they are unable to call the action after repeated trials. I was perplexed. So I thought, why not give a try.

So I created a very simple action with the below details:

 

Name: new_TestProcess

Bound to entity: Account

Input Parameter – EntityReference of type custom entity named new_TestEntity

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So harmless isn’t it. Even I was thinking the same till it took me more than couple of hours to figure out on how to call this action using Xrm.WebApi.execute.

So let’s dive into the code. The first thing we need to understand is how to pass the parameter for the bound entity. In other words this action will always be called on account record. And how do you pass the account record reference?

Well, the first thing that came to my mind is the input parameter must be named as “Target”. After all that is the convention created by Microsoft right? Well in-fact it’s bit different. It’s not “Target”. Then how do I find out the parameter name.

  • Settings –> Customizations –> Developer resources
  • Dowload Web Api Metadata

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  • Once downloaded, open up the metadata in Visual studio or any other XML editor of your choice. Search for your action. In this case – “new_TestProcess”.
  • Below is my metadata for my action. See the highlighted line. From that it is clear that the bound entity parameter type is “entity” and not “Target”

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Ok, past the first hurdle. Now comes my nightmare.

Highlighting Microsoft Documentation for Xrm.WebApi.execute below

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Well, a very detailed documentation I would say. Everything is pretty much explained. But let’s shift our focus to to the highlighted line which says that for entity actions, we need to set the boundParameter to entity logical name or entity set name. Well, that’s when my ordeal started.

Started with all possible combinations like “mscrm.account”/ “Microsoft.Dynamics.CRM.Account”/”account”/”accounts” and a host of illogical others which are all ridiculous. Smile

Finally just before giving up , I started debugging and went around whichever files the browser takes me in while debugging. And finally eureka moment when I realized that you need to set the value of boundParameter to the word “entity”. Could anyone imagine that from the statement in the documentation.

And finally piece of code below for you

var target = { entityType: "account", id: "78FA0233-7D86-E811-A94D-000D3A3AB6B4" };

    var reqObject = {};
    reqObject.entity = target;
    reqObject.ArgEntRef = { "@odata.type": "Microsoft.Dynamics.CRM.new_testentity", "@new_testentity.id": "C182D39E-6B8B-E811-A94D-000D3A3AB6B4" }

    reqObject.getMetadata = function () {
        return {
            boundParameter: "entity",
            operationType: 0,
            operationName: "new_TestProcess",
            parameterTypes: {
                "entity": {
                    typeName: "mscrm.account",
                    structuralProperty: 5
                }, "ArgEntRef":{typeName: "mscrm.new_testentity",
                    structuralProperty: 5}
            }
        }
    };

    Xrm.WebApi.execute(reqObject).then(
        function (data) {
            var e = data;
            debugger;
        },
        function (error) {
            debugger;
            var errMsg = error.message;
        }
        );

 

Hope this helps!

-Debajit Dutta

(Dynamics MVP)

For consultation/ training visit www.xrmforyou.com or reach out to us at info@xrmforyou.com

{knowhow} Show terms and conditions page in Dynamics 365 Portals

With the new version of Dynamics 365 Portals, it is now possible to enable General Data Protection Regulations (GDPR) in portals.

You can throw up company terms and conditions page when a user is authenticated to the portal. Let’s follow the below steps

To start with Navigate to Portals –>  Content Snippets

Check for the below content snippets. If its already there, don’t create. Duplicate records may lead to improper functioning.

Snippet 1:  Account/Signin/TermsAndConditionsHeading

This is the header of your terms and conditions page. I Set the value – “Custom Terms and Conditions”.

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Snippet 2: Account/Signin/TermsAndConditionsCopy

This is the body of your terms and conditions  and you can place your HTML stuff in here.

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Snippet 3: Account/Signin/TermsAndConditionsAgreementText

This is the text which is usually displayed beside the checkbox in the terms and condition page, usually at the bottom of the page.

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Snippet 4: Account/Signin/TermsAndConditionsButtonText

The text of the button in the terms and conditions page.

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Now we are done with four basic settings. However just putting in these settings won’t enable the terms and conditions for your portal. There is another site setting that you need to create if not already created.

Go to Portals –> Site Settings and create the below setting. In most of the cases it will be there already and you may just need to switch the flag from false to true. Don’t create duplicate settings

Authentication/Registration/TermsAgreementEnabled. It is a Boolean flag which indicates whether terms and conditions are enabled for your portal. Set it a value of true.

There is another site setting that you need to lookout for. Authentication/Registration/TermsPublicationDate. It’s a date value which determines from which date is the terms and conditions applicable. If any user who has logged in to the portal and he/ she has not accepted the terms and conditions after the date specified, the user would be asked to Agree the moment they sign in.

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To identify when a contact has accepted the terms and conditions, there is a field in contact which captures this value. It’s called Portal Terms Agreement Date.

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Hope this helps! Happy CRMing.

 

Debajit Dutta

(Dynamics MVP)

For training/ consulting/ utilities – please visit our website – www.xrmforyou.com or write to us at info@xrmforyou.com

Change Base URL of Dynamics 365 Portals

A good news for portal users. With the latest Portal update, it is now possible to change the Base URL of a portal after it has been provisioned.

To change the base URL of the portal open you Portal administration through Office 365 login.

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In the last screen above just scroll down to bottom and you will see a new tile – “Change base URL”

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On Clicking it asks for a new sub-domain.

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My initial URL was https://xrmforyou50.microsoftcrmportals.com . I changed it https://xrmforyou51.microsoftcrmportals.com

It will take a moment and then the portal will be restarted.

Then you will be able to browse the portal with the new URL.

Hope this helps!

 

Debajit Dutta

(Dynamics MVP)

For corporate training/ consulting, please write to us at info@xrmforyou.com

Thanks To all my blog readers and Microsoft for the Microsoft Most Valuable Professional Award 2018-2019

A big thank you note to all my blog readers without whom this has not been possible. It’s been a great journey so far and undoubtedly it’s my blog which has helped me in this.

Big thanks to Microsoft as well and once again thanks to everyone for every read of my blog. I hope it has been useful to you as much as it has been useful to me.

Keep reading, keep learning, keep sharing.

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Debajit Dutta

(Dynamics MVP)

For training/ consulting/ utilities – please visit our website – www.xrmforyou.com or write to us at info@xrmforyou.com