Add Metadata to your Notes and Attachments in Dynamics–Notes Metadata Manager from XrmForYou.com

It gives me great pleasure to announce the new CRM add-on from XrmForYou stable – Notes Metadata Manager utility from XrmForYou stable.

Well Notes (Annotations) have existed in CRM since pre-historic times. And perhaps one of the most widely used feature in Dynamics till date since its inception. After all it gives a nice way to store your documents along with some notes and description which can be read by CRM users.

However with my many years in consulting, I realized the pain points of customers using Notes as well.

  • Can I add new fields in my notes entity (Annotation) to capture some extra information along with Note Title and Note Description?
  • Can I put notes are separate from my timeline control? May be in a separate tab?
  • Can I drag and drop documents in Notes section so that it will automatically upload?
  • Can I create more than one Note record at a time with attachments?

We have progressed leaps and bounds but even with the latest version the answer to most of the questions above is “NO”. Also traditionally since inception, Notes entity was not customizable to add new fields and users were just limited to using only two field “Note Title” and “Note Description”.

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

Well, we have understood the pain and hence we have released this Add-On for you.

Step 1: Configuration

It comes as a Managed solution. Once you install the managed solution and open up the solution configuration page, you get a screen like one below.

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The top section is the license information which will be provided by our team.

The section below that shows all the entities which have been enabled for Notes. This is the area where you can configure additional metadata for your Notes records corresponding to each entity.

I click on Account entity and the existing metadata account shows up as shown below.

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You can create up to a maximum of 10 additional metadata records as per the current release of the tool. The metadata currently supported are of type text and optionset.

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Above is the way to create a text metadata. Also you can make the additional metadata mandatory to be entered during record creation by setting the Required? field to checked.

Below is the way to create an optionset metadata for your note record.

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As you can see from above you can configure any global option set and map your Optionset Metadata with that global optionset for the list of possible values.

You save your metadata and that’s all from the Configuration Page.

Step 2: Setting it up on your form

The next step is setting up the custom notes control on the form.To do that you just need to include the custom web resource that comes with our solution on the form where you want to show the control. Detail on the web resource control follows in our actual documentation on our website. www.xrmforyou.com

Once the webresouce is inserted on the form, this is how it looks as shown below. Below are the screenshots in the Unified Interface environment.

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Inline editing of Note title, Description and metadata.

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Inline new record creation:

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Inline search

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Attachment Upload

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Bulk Upload

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Drag & Drop

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

Hope this helps!

Debajit Dutta

(Dynamics MVP)

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

Our product offerings:

Role based views for Dynamics 365 (http://www.xrmforyou.com/role-based-views.html)

CRM-Sharepoint Attachment uploader and metadata manager (http://www.xrmforyou.com/sharepoint-integrator.html)

Record Cloner for Dynamics 365 (http://www.xrmforyou.com/record-cloner.html)

Multiselect picklist for Dynamics 365 (http://www.xrmforyou.com/multi-select-picklist.html)

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{Quick tip} Why is my Interactive Dashboard not showing up in Unified Apps.

Well this is very basic to say the least. But still sometimes in our regular day-day work we tend to miss out on one of the small steps and that eats into our precious time. If you already know this, there is no point in continuing with this blog. However if you are stuck in the same problem, may be this helps you out of peril.

A consultant walks up to me and informs that he has created a Single steam Interactive Dashboard but it is not showing in the Customer Service Hub or for that matter any other Unified Apps.

So before I actually walked to his desk, confirmed with few check lists.

  • Published the Dashboard –> Yes
  • Make sure it’s visible to everyone –> Yes
  • Re-opened your customer service hub application in browser? Sometimes cache is an issue –> Yes.

Yes to all basic verifications. No option but to walk up and verify and indeed the Dashboard is not showing up.

And finally the ingenious question which I could only think of – Did you include this Dashboard in your APP? The answer came – NO

So here it is guys, unlike class Web interface, to make a dashboard appear in Unified interface, you need to add it to the Dashboard’s list of your APP. A unified APP is basically shown with the components you pick and choose.

  • Open your solution
  • In Model driven apps, add the APPS where your want to show the Dashboard.

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  • Open the APP and in the Dashboards area, select your Dashboard from the Interactive Dashbaords section. Please note the procedure for classic dashboards is same.

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And voila! you are done.

Hope this helps!

Debajit Dutta

(Dynamics MVP)

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

Our product offerings:

Role based views for Dynamics 365 (http://www.xrmforyou.com/role-based-views.html)

CRM-Sharepoint Attachment uploader and metadata manager (http://www.xrmforyou.com/sharepoint-integrator.html)

Record Cloner for Dynamics 365 (http://www.xrmforyou.com/record-cloner.html)

Multiselect picklist for Dynamics 365 (http://www.xrmforyou.com/multi-select-picklist.html)

Dynamics 365 Portal Authentication with Azure AD B2B Guest User.

Azure AD B2B has been a boon for organizations working with partners for its various applications without losing control on corporate data. The capability of adding guest users and assigning them application is something which opens up a horizon on single sign on of enterprise applications. For details on Azure AD B2B, please visit this link – https://docs.microsoft.com/en-us/azure/active-directory/b2b/what-is-b2b

Now suppose you have users from your partner organization whom you want to access your Portals. You do not want them to set-up as a Member user in your active directory. Rather you want to set them up as a guest user and assign them to the portal. But how to do it. So let’s follow the steps

Step 1: Set-up your guest user

Login to your portal : https://portal.azure.com

Go to your Azure Active Directory and then Users and click on “New Guest User”

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I enter the user email address. Here I entered it as my personal email – debajit.dutta@xrmforyou.com which is different from my Azure domain xrmforyou73.onmicrosoft.com. In real life scenarios this will be the email address of your partner organization.

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Once you send the invite, the partner will receive an invitation email. Sample below. Once the partner clicks on “Get Started”, he is asked for credentials and consent and is authenticated where he can see his access panel where the applications he has been assigned to are shown. Currently the user does not have any applications assigned to him.

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Step 2: Assigning the guest user to the Dynamics 365 Portals application in AD

While this step is not must for authenticating with the portal, this makes a better experience of the partner to seamlessly authenticate with the portal from their Access Panel.

Again in the Azure portal navigate to Azure active directory –> App Registrations.

Your portal instance is created as an APP in Azure Active Directory.

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Click on the Application and then in the next Page again click on the Microsoft CRM Portals app as highlighted in the below screenshot.

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In the overview page, click where total users are being shown and then add the Guest user.

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And you are done. Now when the partner accesses his Access Panel, he could see his Microsoft CRM Portal on his screen. (partner may need to sign in again to see the new APP’s assigned).

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However if I now click on Open then, it would throw an error. This is because the Sign In Page of the Portal App was not set.

Step 3: Set the sign-on URL of Portal App.

Open the Microsoft CRM Portals App in your Azure Active Directory and click on Settings and then click on Properties

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In the Home Page URL put the URL of the portals:

Here – https://xrmforyou73.microsoftcrmportals.com

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Save it and you are done.

Now when the partner logs in and tries to open the Portals, he first needs to sign in using Azure AD button in the portal. From the next time onwards, it just seamless authentication from his access panel.

Hope this helps!

Debajit Dutta

(Dynamics MVP)

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

Our product offerings:

Role based views for Dynamics 365 (http://www.xrmforyou.com/role-based-views.html)

CRM-Sharepoint Attachment uploader and metadata manager (http://www.xrmforyou.com/sharepoint-integrator.html)

Record Cloner for Dynamics 365 (http://www.xrmforyou.com/record-cloner.html)

Multiselect picklist for Dynamics 365 (http://www.xrmforyou.com/multi-select-picklist.html)

CRUD operations using executeMultiple in Dynamics 365 WebApi

Just another day at office and yet another challenge. Looked a simple one at the beginning. Basically here is the requirement

“Multiple create and update operations needs to be performed using Dynamics 365 Web API through client side.”

Off-course we can use the Xrm.WebApi.createRecord or Xrm.WebApi.updateRecord but in that case for as many records, those many server side calls need to be made from the client side.

But Microsoft has covered our back right! We have the executeMultiple method. So what’s the fuss about?

Well although we have the method but how to make it work. So basically the executeMultiple will accept an array of request object. And to create the request object, we can easily fall back to the documentation of execute method.

Unfortunately the document lacks in showing how to perform a CRUD operation request object. And that’s the fuss is all about. Things like this believe me, would take you days to resolve.

Well not to worry. If you think that this is going to take away your night’s sleep, I have done that for you. So let’s jump straight to the action here. Check for the parts highlighted in yellow. There in lies all the tricks!

And here is how to create request object for CREATE. Below is the code to create a request object for Account create.

var cAccount = {};
            cAccount["name"] = "CRUD Test";

// put your remaining fields to create the account object.

            var request = {};
            request.getMetadata = function () {
                return {
                     boundParameter: undefined,
                    operationType: 2,
                    operationName: "Create",
                     parameterTypes: {

                    }
                 };
            };

           request.etn = "account";
            request.payload = cAccount;

Below is the code to UPDATE an existing account.

var uAccount = {};
            uAccount["name"] = "CRUD Test – Update";

            var request2 = {};
            request2.getMetadata = function () {
                return {
                     boundParameter: undefined,
                    operationType: 2,
                    operationName: "Update",
                    parameterTypes: {

                    }
                };
            };

            request2.etn = "account";
            request2.payload = uAccount;

request2.id = “<put your account id here>”;

And finally the execute multiple code.

Xrm.WebApi.executeMultiple([request, request2]).then(
           function (results) {
               debugger;

               // parse your results here
            },
           function (error) {
           });

Hope this will help many and save your time!

Debajit Dutta

(Dynamics MVP)

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

Our product offerings:

Role based views for Dynamics 365 (http://www.xrmforyou.com/role-based-views.html)

CRM-Sharepoint Attachment uploader and metadata manager (http://www.xrmforyou.com/sharepoint-integrator.html)

Record Cloner for Dynamics 365 (http://www.xrmforyou.com/record-cloner.html)

Multiselect picklist for Dynamics 365 (http://www.xrmforyou.com/multi-select-picklist.html)

Add metadata to your SharePoint files, Drag & drop, Multiple Document Location, multiple documents at one go and many more–the new version of Sharepoint metadata manager & attachment uploader

Pleasure to announce that we are releasing a new version of most successful utility – “SharePoint metadata manager and attachment uploader”.

What does this new release contain?

1. Support for multiple document location feature for a record.

Our previous versions of the tool relied on the OOB CRM-SharePoint integration feature and hence the user did not have an option to upload a document for a record in a folder of his choice. Going forward, users will have the option to create a document location on the fly and update documents for the record.

2. Alternate method of authentication with the Sharepoint APP model instead of using a username and password.

The tool now supports an alternate method of authentication using the Sharepoint add-in. In this way, the tool no longer need to depend on a Sharepoint username and password.

3. It’s faster now!

Our team continuously works on this and now we have made some platform changes to make our tool faster.

Apart from all this it already carries the wonderful functionality it had in it’s previous versions.

  • Ability to add/ edit metadata in Sharepoint through CRM
  • Ability to upload more up-to five documents at one go with metadata.
  • Drag and drop.
  • Control behavior in compliance with the CRM security
  • Automatically moving attachments from notes to Sharepoint

For trial write to us at – info@xrmforyou.com

Documentation and video link – http://www.xrmforyou.com/sharepoint-integrator.html

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Debajit Dutta

(Dynamics MVP)

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

Our product offerings:

Role based views for Dynamics 365 (http://www.xrmforyou.com/role-based-views.html)

CRM-Sharepoint Attachment uploader and metadata manager (http://www.xrmforyou.com/sharepoint-integrator.html)

Record Cloner for Dynamics 365 (http://www.xrmforyou.com/record-cloner.html)

Multiselect picklist for Dynamics 365 (http://www.xrmforyou.com/multi-select-picklist.html)