Replacing Dialog in Model Driven Apps Part-1: Using Main Form Modal

Since the announcement of dialogue depreciation, I have been trying out different alternatives to replace dialog as I use them extensively in my projects. The first option I tried was using canvas apps as described in this post ,but I was not happy with that approach and tested other options and implemented those in my projects based on customer scenarios. I will be publishing these options as a series. This is the first post and let’s see how we can replace dialog with entity main form.

There are many gaps when we replace dialog with other alternatives, even though these gaps can be filled with workarounds, the maintainability is high when compared to a classic dialog. These issues can be handled to a great extend using main forms.

With the April 2020 preview release of the Unified Interface for model-driven apps in Power Apps you can now open a record in a dialog. The record will open in a modal dialog and users will have access to the command bar, header and tabs that you defined for the records main form.

We can us the above option replace classic dialog.

Scenario:

I have to request HR team to verify certain details about prospects, but HR team is not allowed to access contact details. I also need to capture feedback and remarks from HR team.

So I created an entity called “Requests(nj_dialoguebatchone)” , modified the main form as per my requirements and removed all the unwanted buttons using ribbon-workbench.

Next step is to call this form using JavaScript from contact form.

function loadDialogForm(executionContext) {

    formContext = executionContext.getFormContext();
    var pageInput = {
        pageType: "entityrecord",
        entityName: "nj_dialoguebatchone",
        formType:  2
// formType 2 opens a new record.
    };
    var navigationOptions = {
        target: 2,
        height: {value: 70, unit:"%"},
        width: {value: 35, unit:"%"},
        position: 1
//target: Number. Specify 2 to open the page in a dialog. 
//position:Number. Specify 1 to open the dialog in center.
    };
    Xrm.Navigation.navigateTo(pageInput, navigationOptions).then(
        function success(result) {
               
                // Handle dialog closed
        },
        function error() {
                // Handle errors
        }
    );
    

   

}

I hope the code is self explanatory, more details can be found in the following links.

Now you can bind this script with ribbon button or other form events Boom dialog is ready.

You can also use quick create forms, but main form gives you more flexibility in terms using business rule and other form level formatting and validations. You can also easily configure Workflows, FLOWS, or Plugins based on user input in this as record create and update events are available.

See the dialog in Action

P.S. Am a classic dialog fan ūüôā

Aggregate Grid PCF

When you have to see the Sum, Count, AVG of numeric columns in a subgrid, what is the easiest way? Export to Excel right? Now, there is an easier way: Aggregate Grid PCF Control. View Aggregates directly from Subgrid. This PCF control will list all numeric and currency columns in the view at the footer area, you just have to select the required column. This is not a production-ready control(I wanted to give life to an idea that came in during COVID19 lockdown) you can get the source code and unmanaged solution from here.

CSS & Grid design is from hovering list By Danish Naglekar.

Let’s Learn PCF Together

After adding Aggregate Grid Control to PCF gallery, I received many LinkedIn messages saying they love to build PCFs but they cannot as they are not pro UI developers. Trust me, I am not a pro UI developer just know the basics only :(, with the help of Awsome Microsoftcommunity, I managed to build a couple of PCF controls and for the last 6 months, every month am adding a new control to the PCF gallery. So now I have started a short video series of PCF control tutorial for beginners. these are 5 mins videos released once in every 3 days covering only one point per video. Hope this will be helpful for beginners. This is my first YouTube video series so am sure there is a huge scope for improvement ūüėÖ

Activity Summary Pro

So busy with year ending and 2020 plans. AsvI promised “The pro version will be released in two months”, I have to release the pro version today. Really sorry for the poor CSS, am actually bad at styling stuffs ūüė¶ . But you can always improve the style and features in the Github, any updates are appreciated. Here is the github repo link.

New features added.

  • Click on Activity Name to Expand the list.
  • View activities as a chart
  1. Get the unmanaged solution file  Here
  2. Import the solution to your organization.
  3. Create a view with the required filters. If you do not require the control to consider certain activity types, you can exclude them in your view filter. The control will consider only the records returned by the view selected.
  4. Add sub-grid to the form with the created view.
  5. Add Activity Summary control to the sub-grid.
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Note: If you need to exclude certain activity types, apply the same logic in the view filter.

Special mentions

Hari Narayanan Kumar for his Activity Analyzer which helped me to include the chart easily.

Andrew Butenko for his quick repleys and answers in the power users community ūüôā

Happy New Year, let this be the year of Power Users

Dynamics 365 V9.0 – First Look. It is here..

Dynamics 365 V9.0 MutliSelect Optionset is here say goodbye to custom HTML MutliSelect Optionsets

CRM Indian

Finally, the expected next version of Dynamics 365, V9.0 is available from today. I’ve been so excited about the V9.0 new features and finally got a chance to play with it today.

I have been playing around with the entities, grids, new controls, settings etc. This will be the first blog post of this ‚ÄėFirst Look‚Äô series, I have added the things I found interesting in the new version so far, I will be writing more about the features of V9.0 in next posts.

Unified Interface:

Alright, let’s start with the Unified Interface (UI) introduced, the UI looks pretty clean and organized now with the borders for the containers, word wraps, etc.

As mentioned in the below image,

  1. Unnecessary white spaces are reduced.
  2. Word wrap, borders for the containers ‚Äď it gives a clean look
  3. Empty fields have a pretext line now.
  4. Social pane has a bold look now (I’m…

View original post 269 more words

Microsoft Dynamics CRM is behaving weird!!! (Common troubleshooting tips)

Sometimes your on-premise CRM system will show, some weird behaviors like workflows are not executing¬†/¬†plugins¬†are not working¬†/¬†data imports are failing¬†without any data issues etc…

I have faced certain issues¬†like the¬†entire system is not working¬†, system will ¬†show error messages without any logs, the only message it ¬†displays is “an error has¬†occurred”.

Following are the common issues you can check in such situations.

Ensure CRM Asynchronous services are running

From the server Administrative Tools select Services, and if the CRM Asynchronous services are not running ensure to start the services (if the Asynchronous  services are not running CRM will stop working).

Ensure CRM Sandbox services are running

From the server Administrative Tools select Services, and if the CRM Sandbox services are not running ,please start the services. If the Sandbox services are not running CRM will stop working or the normal system jobs will fail without showing any valid errors .

Check IIS

Ensure the following in IIS

CRM application pool and CRM  website are up. Try browsing the CRM website from IIS.

Make sure your SQL server and Reporting services are up

Ensure your local machine time is in sync with the server time 

This may sound funny but trust me this simple point can save your many productive hours.

Recently my system failed to ¬†perform certain operations and I wasn’t able to connect the Xrm tools too. When I debugged I got the keyword “past time” , then I identified that the server time was different from my local machine.

If you have tried all the above steps and still you are not able to identify the issue,please check the server event viewer this may give you some details regarding the failure.

Hope this helps!!!… ¬†ūüôā

 

 

 

 

 

On demand backups for CRM Online instance

With on demand backups, you can make your own backup before making some significant customization change or applying a version update.

CRM Online Administrator Center

About CRM managed on demand backups:

  • You can back up Production and Sandbox instances.
  • You can only restore to a Sandbox instance. To restore to a Production instance, first switch it to a Sandbox instance. See¬†Switch an instance.
  • Only CRM Online 2016 Update 1 or later versions are supported for backup.
  • On demand backups are retained for up to three days. Check your expiration date.
  • On demand backups are identified as created by someone other than System and by the presence of¬†Edit¬†|¬†Delete¬†|¬†Restore¬†in the details section. System backups only have¬†Restore.

Backup and restore CRM online instance

Configure SLA for Custom Entities

In previous releases, you could create SLAs only for case records. With CRM Online 2016 Update 1 and CRM 2016 SP1, you can now create enhanced SLAs for entities that are enabled for SLA. A system administrator or customizer can enable SLAs for the following entities and also for custom entities and custom activities:

  • Account
  • Contact
  • Order
  • Invoice
  • Quote
  • Opportunity
  • Lead
  • All activity entities like email, phone, and appointment except recurring appointment and its instances.

 

To enable SLA for custom entities you can select Enable for SLA option in the entity.

Untitled

once the entity is published you can configure SLA using the same steps we used for case, system will ask for the related entity at the time of SLA creation  .

Untitled

Please note that only enhanced SLA is available for custom entities , standard SLA can be used only with case entity.

To create see how to configure SLA please follow the link :Define SLA

To add a timer control to the form please follow : Add Timer

Hope this was helpful……..

 

 

WEB API- Part 6 : Create record

Create record using WEB API 

Following code shows how to create an Account record using WEB API and how to set different types of fields

function CreateAccount() {
 
    var serverURL = Xrm.Page.context.getClientUrl();
    var account = {};
    account["name"] = "New Account";
   
   
 //Set LookUp
    account["primarycontactid"] = {
        "firstname": "Sample",
        "lastname": "Contact"
    };// this will create new contact ,if you need to link an existing contact use the following
 //account["primarycontactid@odata.bind"]="/contacts(contactId)"; 
 
    //optionset
    account["companytype"] = 2;
    //two options
    account["donotemail"] = true;
    //number
    account["numberofemployees"] = 30;
 
    var req = new XMLHttpRequest();
    req.open("POST", serverURL + "/api/data/v8.0/accounts", true);
    req.setRequestHeader("Accept", "application/json");
    req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
    req.setRequestHeader("OData-MaxVersion", "4.0");
    req.setRequestHeader("OData-Version", "4.0");
    req.onreadystatechange = function() {
        if (this.readyState == 4 /* complete */ ) {
            req.onreadystatechange = null;
            if (this.status == 204) {
                var NewAccount = this.getResponseHeader("OData-EntityId");
                var NewAccountId = NewAccount.substr(NewAccount.length - 38).substring(1, 37); 
                Xrm.Utility.openEntityForm("account", NewAccountId); //Open newly created account record
            } else {
                var error = JSON.parse(this.response).error;
                alert(error.message);
            }
        }
    };
    req.send(JSON.stringify(account));
}

 

Please note following code for setting an existing lookup value

 account["primarycontactid@odata.bind"]="/contacts(contactId)";

“contacts” is plural name for contact entity .

var NewAccount = this.getResponseHeader(“OData-EntityId”);  will give  you the newly created record…

Field Conflicts

Recently I faced a strange issue, I used a filed (lookup) twice in the form and applied a pre-filtering java-script to the field. But only one filed is getting filtered by the script.I tried many options and I couldn’t identify the issue. Have you even faced  this issue ? Finally I got the answer from  Scott Durow ( Thank you Scott!!! ). I decided to post this issue because if someone is facing the same issue , this will help them to solve the issue. Following is the explanation for this issue.

The issue you are experiencing is because the ‘getControl’ method returns only the first control – so in fact you are only adding the custom filter to the first control.

An attribute object has a ‘controls’ collection that can give you all the controls for a specific attribute. So you can add the filter to all the controls by using something like:

Xrm.Page.getAttribute(“fieldname”).controls.forEach(

function (control, i) {

control.addPreSearch(filterCustomerAccounts);

var customerAccountFilter = “<filter type=’and’><condition attribute=’accountcategorycode’ operator=’eq’ value=’1’/></filter>”;

control.addCustomFilter(customerAccountFilter, “account”);

}

);

Hope this helps!!!

Nijo