PowerApps Color Consistency

PowerApps provide lots of options when you are designing a coordinated and synchronized color pattern for your applications.

I started looking at some videos from Microsoft on how to design and create a more User appealing application and have an easier way to theme the application or add controls that will look and feel the same way, I was looking a video from Veronica Ward ( Audrie Gordon Youtube channel) and Veronica was mentioning about control consistency and alignment, really important when creating screens and forms to have a good alignment and spacing in between controls for better User interaction but also she display a way to coordinate all controls and colors on the screen.

Find the original blog post on my personal web site and blog… here is the web page PowerApps Color Consistency

Continue reading “PowerApps Color Consistency”

The Good, Best and the Evil! CE v9

What’s new for Dynamics 365 Customer Engagement Version 9.0!

DYNAMICS365SATURDAY
DYNAMICS365SATURDAY

Microsoft has announced the release of the new version for Dynamics 365 Customer Engagement Version 9.0 with a number of new features and deprecations that will be included with the release. The presentation for Dynamics 365 Saturday on March 10th 2018, has the most updated details on the features that were included for the developers and information about deprecated functions on the application.

Continue reading “The Good, Best and the Evil! CE v9”

Dynamics 365 Saturday USA!

I am very honoured to announce that Dynamics 365 Saturday event will take place for the first time in the USA here in Dallas Tx. This will be the first CRM community event of its kind that to be held in the USA a completely free event for Dynamics 365 consultants and developers! The event is supported by Microsoft as well as Microsoft Partners. The event will be split into technical and strategy tracks addressing most intrinsic issues affecting Microsoft Dynamics 365 implementations.

I also have the honour to be presenting a session on the Customer Engagement track, please review the following agenda!

Continue reading “Dynamics 365 Saturday USA!”

Integration with Dynamics 365 CE and Azure Service Bus

Integration with Dynamics 365 CE and Azure Service Bus using Topics (Publisher/Subscriber Pattern)

Last year and the beginning of this year I have been participating and presenting different interesting topics for several different User Groups, also my company and other customers requested that I presented the same content and it’s interesting the response and the request to present the same information.

This topic started a few years ago when someone requested to implement and integrate with Azure and Dynamics CRM 2015, the initial presentation had a lot more complexity and the demos took a lot of time to complete, due to the authentication with Azure was implemented as ACS ( Access Control Services) and it was to complex to create the profile and the rules that will allow the integration. Dynamics 2016 and Dynamics 365 CE has changed the way to connect and authenticate with Azure using the SAS (Shared Access Signature) this updated authentication allow to configure and create the Service EndPoints in a couple minutes, allowing me to do the demo in a range of 30 mins, testing the connectivity and create record and send the information to Azure Service Bus Topics and Subscription using JSON messages.

Continue reading “Integration with Dynamics 365 CE and Azure Service Bus”

Workflow Custom Cancel Error Message!

Adding custom Cancel Error message to your workflows

Dynamics 365 CRM allow using the workflows and the easy functionality to validate and create logic for your business process, but when creating validation error or warning messages the only way to do this with workflows is to use the stop the workflow function or custom action, the action will enable providing a message, to show and display to the end user.

The following is the typical representation of the Stop Workflow Cancel Error Message

Workflow cancel Error message
Workflow Cancel Error Message default

Continue reading “Workflow Custom Cancel Error Message!”

Stop Pop up for “www.crmdynint.com”

It seems that with the new Dynamics 365 CRM Online, there is been a pop up coming so often with the following URL “www.crmdynint.com”, the pop up keeps coming every few minutes and was really annoying to the point to investigate the source of this issue.

The pop up was related to the Learning Path functionality. To resolve the pop-up behavior you will need to open CRM Online and on the Options cog on the top right, and select the “Opt out of Learning Path” and then that pop up will stop.

The following screen shot will guide you the location for Opting out of the Learning Path functionality.

Learning Path PopUp Issues
Learning Path Pop Up Issues

That resolved for me! Hope will help you resolve the pop ups for you.

Abe.!

How to update CRM 2015 form field background color?

Deprecated for 2016 and Dynamics 365 v9!

Why my code is not working in MS Dynamics CRM 2015 Update 1?

The past month we got a request to help migrate a customer from CRM 2011 to CRM 2015 Update 1, when working on the upgrade we encounter some custom code and particular dynamically form field color  changes using JavaScript, the code was correctly working on the previous version but when in the new upgraded version the solution stop working.

I notice when using IE Developer Tools the element Id was there but the JavaScript code always returns a NULL value and the script was generating pop-up errors. I was looking for some issues on the javascript, used several ways to get to the element using JQuery and other 3rd party libraries, with no success.

Continue reading “How to update CRM 2015 form field background color?”

SOAPUI can’t load MS Dynamics CRM 2015 wsdl

SOAP UI and Microsoft Dynamics CRM 2015 have a lot of new features and functionality, but when I was importing Microsoft Dynamics CRM WSDL in SOAP UI  keep giving me errors on the tool, and can’t  load the WSDL that Microsoft Dynamics CRM Organization service page provides.

Keep getting the following error messages:

Source: https://xxx.api.crm.dynamics.com/XRMServices/2011/OrganizationService.svc?wsdl
Error: type ‘DateTimeBehavior@http://schemas.microsoft.com/xrm/7.1/Metadata’ not found

Source: https://xxx.api.crm.dynamics.com/XRMServices/2011/OrganizationService.svc?wsdl
Error: type ‘ArrayOfEntityKeyMetadata@http://schemas.microsoft.com/xrm/7.1/Metadata’ not found Continue reading “SOAPUI can’t load MS Dynamics CRM 2015 wsdl”

CRMBuzz Power Tools Module Installation

The framework designed and developed for integration and connecting PowerShell automation and flexibility to Microsoft Dynamics CRM 2013/2015

The installation is been one of the most common questions on the use of the framework, these are step by step instructions on how to install and use the PowerShell tool.

 

        1. Open PowerShell
        2. type the following command, to let PowerShell use the most updated .Net framework version (required .Net 4.5.2)

          Reg Add HKLM\Software\Microsoft\.NetFramework /v OnlyUseLatestCLR /t REG_DWORD /d 1

          Reg Add HKLM\Software\wow6432node\Microsoft\.NetFramework /v OnlyUseLatestCLR /t REG_DWORD /d 1

        3. Unzip the zip file and create a folder where you will put the binaries, we will use by default the following c:\PowerShell\CRMBuzz
          CD\
          Md PowerShell
          cd PowerShell
          Md CRMBuzz
          cd CRMBuzz
        4. after unzipping the file and adding the files on the default folder, we will need to add 2 of the files to the GAC, using the following command.\gacutil.exe .\microsoft.crm.sdk.proxy.dll
          .\gacutil.exe .\microsoft.xrm.sdk.dll
        5. Close the PowerShell session, the next time you open a new PowerShell session will have these setting integrated.

Open a new PowerShell session and now you can use the following command to use the module

Import-Module .\CRMBuzz.PowerTools.PSSnapin.dll -Force -WarningAction SilentlyContinue -DisableNameChecking

To validate that the module is available to use, you can validate using the following command

Get-Command -pssnapin CRMBuzz.PowerTools.PSSnapin

Next blog post will have more information on the individual cmdlets included in the framework and how to used, also information on scripts the command is included.

please send your commends or questions.

Download the framework from the CRMBuzz PowerTools Codeplex location and also find the most updated in Github folder

Get the most updated Documentation Github CRMBuzz PowerTools Wiki

Abe.

Enable Form Notifications

The question was asked!, how can I enable the Form Notifications on Microsoft Dynamics CRM 2013.
The notification section is not available on all the forms, like custom entity forms, and I want to add notifications to those forms with other validation on fields events.

using the browser developer tools on the forms where the notification is available, i found the following element “crmNotifications” that will display the notification and show the message

///////////////////////////////////////////////////////////////
// Enable Form Notifications
///////////////////////////////////////////////////////////////


function Notifications() {

    var crmNotificationsDiv = document.getElementById("crmNotifications");
    crmNotificationsDiv.style.display = "block";

    Xrm.Page.ui.setFormNotification('Notifications Error', 'ERROR', '1');
    Xrm.Page.ui.setFormNotification('Notifications Warning', 'WARNING', '2');
    Xrm.Page.ui.setFormNotification('Notifications Info', 'INFO', '3');
    alert('Completed Notification!');
}

function NotificationMsg(FieldName, Msg, TypeMsg, MsgId) {
    var crmNotificationsDiv = document.getElementById("crmNotifications");
    crmNotificationsDiv.style.display = "block";

    Xrm.Page.ui.setFormNotification(Msg, TypeMsg, MsgId);
    Xrm.Page.ui.setFormNotification(Msg, TypeMsg, '2');
    Xrm.Page.ui.setFormNotification(Msg, TypeMsg, '3');
    Xrm.Page.getControl(FieldName).setNotification(Msg);
}

function clearNotifications(FieldName, MsgId) {

    Xrm.Page.ui.clearFormNotification(MsgId);
    Xrm.Page.ui.clearFormNotification('2');
    Xrm.Page.ui.clearFormNotification('3');
    Xrm.Page.getControl(FieldName).clearNotification();

    var crmNotificationsDiv = document.getElementById("crmNotifications");
    crmNotificationsDiv.style.display = "none";
}


The code will help you to add a message on a single line or the same message on all 3 lines, also you can assign the message to a specific field, the clearNotifications as the function indicates will clear all the messages on the notifications section.

I been using the following functionality, with my custom entity forms and it works fine, a little more work need to be implemented but that will be implemented in the near future.

hope you can use the following code!, and also please remember that the code is unsupported and can stop working with the coming roll up or Service packs updates.

Contact us for a free consultation if you have any further questions.

Abe Saldana.