The Maestro

Dynamics CRM Maestro

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Dynamics 365 Notifications using JScript

Dynamics 365 Notifications using JScript

In this post I will discuss how to show messages on D365 form. We have 3 types of messages we can show as given below.

Information

Warning

Errors

Here we will discuss the below points.

How to show Information, Warning & Errors on Forms as notification.

How to Clear the notifications on demand.

How to use field specific notifications

  Use below code to show information

  Xrm.Page.ui.setFormNotif…

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Security Model Part-1

Here we will discuss the Security Model in Dynamics 365.

Watch the video for more info.

Fundamental Units of Security

Organization

Business Unit

Team

Users

Security Roles

Previleges

Access Level

Access Team

Thanks for watching.

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Duplicate Detection Rule

This post will let you know how to configure Duplicate Detection Rule in Dynamics 365 system. Here we will learn,

What is Duplicate Detection Rule

How to Configure Duplicate Detection Rules

How to Test if the Rule works as expected

Tips on Duplicate Detection Rule related to Deploy and Release

Thanks for watching please subscribe…

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Debug Plugin using Profiler

Debug Plugin using Profiler

Here in this session we will discuss how to Debug Plugin using Plugin Profiler. This video tells the step-by-step method working on the Tool.

We will learn below points:

How to Register Plugin using Plugin Registration Tool

How to Instal Plugin Profiler

How to Start Profiling

How to Debug the Step

How to generate Profiler Error File

  [youtube=http://www.youtube.com/watch?v=EnRm-QLDUNg&w=640&h=3…

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Working with Roll-up Fields

Working with Roll-up Fields

Here in this post we will see how roll-up field works.

The benefits and capabilities of rollup fields include the following:

Visual editing is easy. You can create rollup fields by using the Field Editor, just like you do when you create a regular field.

Wide selection of aggregate functions. You can aggregate data by using the following functions: SUM, COUNT, MIN, MAX and AVG.

Full filter…

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How to Configure Relationship Insight This session gives you the way to configure Relationship insights in D365

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Dynamics 365 Help & Training Site

Dynamics 365 Help & Training Site

Dynamics 365 Help, Training materials and Support, forums are centrally designed under one website. We can open the portal from within Dynamics 365 application itself.

Dynamics 365 provides different help areas.

Contextual Help

This help area provides help and topics of the related subject matter. For example if you are in account form and want some help then you can select the contextual help.

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How to Add Button in Command bar using Ribbon Workbench

How to Add Button in Command bar using Ribbon Workbench

Here are the steps to add Button in command bar.

STEp:1 Open Ribbon Workbench

  STEp:2 Select the Entity for Editing

STEp:3 Drag a Button to Command Bar

STEp:4 Modify the values according to your need.

STEp:5 Add a Command of Type URl Action

STEp:6 Associate the command in Button section

STEp:7 – Now Click on Publish and Confirm

STEp:8 – Wait for the Publish Success

STEp:9 – Goto Account…

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How to Setup Ribbon Workbench

How to Setup Ribbon Workbench

Ribbon workbench is most powerful solution to edit Command bars in Dynamics 365. here we will discuss how to setup Ribbon Workbench in D365 Instance.

Follow the steps as below.

STEP : 1 – Login to Develop1 Site using the URL :  https://www.develop1.net/public/rwb/ribbonworkbench.aspx

STEP : 2 – Click Download Link and Provide the Information as below.

Select the Correct version

Provide Correct…

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Create Record using Web API

Create Record using Web API

Here is a sample snippet which explains how to create entity record in Javascript using Web API in Dynamics 365.

To use Web API we have to use URL like below

[Organization URI] +”/api/data/v8.1/”

Sample Code for Javascript to retrieve account record.

var req = new XMLHttpRequest() req.open("POST",encodeURI(clientURL + "/api/data/v8.1/accounts"), true); req.setRequestHeader("Accept",…

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How to create Business Rules

How to create Business Rules

Business Rules are very handy configurable rules and very portable to validate form field visibility setting, Requirement level setting and conditional checking etc.

Check the video here to understand how to work with Business Rules.

Also check how to validate Email field using Javascript.

[youtube=http://www.youtube.com/watch?v=tG…

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Create Business Process Flow

Create Business Process Flow

Here we will discuss what is business process flow and why it is needed and how to develop and configure it by an example.

Points to be noted on BPF:

Guided Process to get work done

Streamlined User Experience for data entry

Visual indicator

Avoid mistake and Quick process

BPF integration with other customization

Lead to Opportunity Sales Process

Opportunity Sales Process

Phone to Case Process

M…

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How to Create Actions

How to Create Actions

Actions are  processes which can be called from other processes like plugins, workflows, dialogs or javascript to do some task or actions.

Points to be noted for Actions:

Cannot be run On-demand by user

Only can triggered by Code or Processes

Supports Input and Output Arguments

Can be configured to run for all entity by selecting None(global)

Can  be used as a message or event

No Scope…

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How to Create Workflow

How to Create Workflow

Here we will discuss what is workflow and how to configure in the system. Workflows are Dynamics 365 processes which is configured in the system to do some task.

Points to be Noted for Workflows:

Can be Asynchronous or Real time

Can be initiated by User or can be called from Javascript

Can be called On-Demand

Can be extended by Custom Workflow Activities

Can call Child Workflows

Can Execute…

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Actions V/S Workflows

The concept of Actions and Workflows are very easy to be get confused. Here I have specified some of the key points which differentiate Actions from Workflows in Dynamics 365 applications.

Actions Workflow Triggers Only can triggered by Code or Processes Can be called by User On-demand or can be called from script ArgumentsSupports Input and Output Arguments Does not support Arguments…

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Complete Product Catalog Guide

Complete Product Catalog Guide

This article holds all the required concept to use and configure Product Catalog using,

A product catalog is a collection of products with their pricing information. The product catalog entities let you create a rich product classification system in Microsoft Dynamics 365 that provides support for … A bundle or a kit is a collection of products that is sold as single unit.

Follow the Links to…

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Price List in Dynamics 365

Price List in Dynamics 365

Price lists in Dynamics 365 is the level of pricing business apply for specific products. Different Price list can be configured for products for different types of customers.

  Level of Pricing we give to certain type of customers

Price list contains Price List Items

Provides ability to sell a product in different pricing

For Example

Retail Pricing

Wholesale Pricing

Distributor pricing

Preferred…

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