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Sådan importerer du data til Microsoft Dynamics 365

Hvis du lærer dette sparer du RIGTIG meget tid......

Vi oplever jævnligt, at større mængde nyt data (fx nye firmaer) bliver tastet manuelt ind i CRM systemet. Det er en unødvendig tidsrøver, men mange vælger den løsning fordi de tror, at det er for bøvlet og svært at importere data.

 

”Det er kun noget, som de der IT folk kan finde ud af....”

”Det er kun 30 nye kunder – det er hurtigere at bare taste det hele ind selv”

...
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Hvorfor din CRM-visning ikke altid virker.....

.... Og hvad du kan gøre ved det.

 

Lad os bare være ærlige – om du er ny eller erfaren bruger i CRM, så lykkedes tingene ikke altid. (Jo, det driller af og til også os.)

Især visninger kan være tricky. Derfor vil vi gerne hjælpe dig på vej og dele ud af vores tricks; for vi ved godt, hvor frustrerende det er, når de ønskede resultater ikke fremkommer. Eller endnu værre....

 

...
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Button(Ribbon) to Call plugin (pass parameters and receive results)

At some point on the roadmap of every Dynamics 365 (CRM) developer's life, one must have wished to press a button to call a Plugin. 
A combination of Custom Actions introduced in CRM 2013 and webapi introduced in CRM 2016 made this wish very easy. Developers have used different techniques to achieve the same goal e.g. creating records of dummy enttities or updating dummy fields of an entity to call plugins.
There is a smarter way to do so using Custom Actions and here is how we can do it:
Our solution consists of 4 main parts:

1. A CRM custom action with input/output parameters (it can be bound(on an entity) or unbound(global) depending on your requirements)
2. A plugin registered on the custom action (this will perform the task and will set the outpur parameter with results)
3. Script under the button: this will use webapi to call custom action sending input parameters if necessary and will receive the results as output paramters
4. Ribbon button to call the javascript function

Process:
User presses a button on a form which fires a javascript function. JS function uses webapi to call the Custom Action and passes input parameters e.g. record's guid. Plugin registered on this custom action gets fired as soon the custom action runs. Plugin gets input parameters and perform actions and finally set the output parameters to be returned. JS function gets the results from the output parameters set by plugin after the plugin finishes processing.

Here is a Sample Javascript function which calls custom action "val_CASCA" passing input parameter "InParameter1" and gets results in output parameter "OutParameter1" set by plugin after processing.

function CallCASCE() {
   var Id = Xrm.Page.data.entity.getId().replace('{', '').replace('}', '');
   var serverURL = Xrm.Page.context.getClientUrl();    
   var data = {
       "InParameter1": Id
   };
   var req = new XMLHttpRequest();
   // specify name of the entity, record id and name of the action in the Wen API Url
   req.open("POST", serverURL + "/api/data/v8.2/val_scas(" + Id + ")/Microsoft.Dynamics.CRM.val_CASCA", false);
   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 == 200) {
               var result = JSON.parse(this.response);
               alert(result.OutParameter1);
           } else {
               var error = JSON.parse(this.response).error;
               alert(error.message);
           }
       }
   };
   // send the request with the data for the input parameter
   req.send(window.JSON.stringify(data));
}


Here is the sample Custom Action "val_CASCA" which is bound to custom entity "SCA" have one imput parameter and one output parameter of types string.
cab1


Finally the plugin registerd on this custom action.

public void Execute(IServiceProvider serviceProvider)
{

InitializeService(serviceProvider);

string results = string.Empty;
if ((context.InputParameters["Target"] is EntityReference)) { results += "InputParamters[Target] is entityreference"; }
try {

...
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Using CRM Actions to overcome workflow limitation of access to main or related entities

Limitation:
One of the workflow limitations is; it does not support access to its next related entity. One can only access the main entity or the related entities but not next related entity.

Example:
we have 3 entities Account, Contact and CustomEntityA.
Account is related to Contact and Contact is related to CustomEntityA. Account is not directly related to CustomEntityA.

AccountContactCustom

If we want to update a field e.g. description on CustomEntityA on update of the description of Account, or if we want to update Account’s description from CustomEntityA’s description, we cannot do it with OOB workflow. We can either write plugin/customWorkflowActivity or there is another option without coding anything which is combination of Action and Workflow.

Bellow is an example of how to access next related entity using custom action and workflow.

  1. Create a crm process of type Action with two input parameters of entityreference type for those entities that are not directly related e.g. Account and CustomEntityA. Include necessary steps as required by business logic. Her is an example of such Action process:

    In the example below our CustomEntityA is AccContactDesc and we will be updating its description from the description of account as soon the account description changes. 
    Here is the screenshot of worflow of type Action

    cawf

    Properties of update step:
    cawf2


    ...
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Dynamics 365 klienten til Microsoft Outlook kan ikke vise CRM sider

I oktober 2017 er der frigivet en sikkerhedsopdatering til Microsoft Outlook, som blevet rullet ud på alle maskiner via Windows update. Sikkerhedsopdateringen har en sideeffekt, som gør at den blokerer for at CRM klienten kan få kontakt til CRM systemet. Microsoft anbefaler ikke at man fjerner opdateringen for at løse udfordringen med Dynamcis 365, men har i stedet frigivet et fix, som virker på Microsoft Outlook 2010, 2013 og 2016. I praksis det som skal gøres er, at der skal tilføjes en registreringsnøgle til registreringsdatabasen i Windows. Dette kan gøres manuelt , eller via Group Policies.

Windows updates der giver problemer:
Security Update for Microsoft Outlook 2010 (KB4011089) 32-Bit Edition
Security Update for Microsoft Outlook 2010 (KB4011089) 64-Bit Edition
Security Update for Microsoft Outlook 2010 (KB4011196) 32-Bit Edition
Security Update for Microsoft Outlook 2010 (KB4011196) 64-Bit Edition
Security Update for Microsoft Outlook 2013 (KB4011178) 32-Bit Edition
Security Update for Microsoft Outlook 2013 (KB4011178) 64-Bit Edition
Security Update for Microsoft Outlook 2016 (KB4011162) 32-Bit Edition
Security Update for Microsoft Outlook 2016 (KB4011162) 64-Bit Edition

Link til knowledgebase artikel hos Microsoft:
https://support.microsoft.com/en-us/help/4049314/microsoft-dynamics-365-for-outlook-is-unable-to-render-webpages-after

Hvis du har behov for at få hjælp til at gøre dette, kan du kontakte os på Denne e-mail adresse bliver beskyttet mod spambots. Du skal have JavaScript aktiveret for at vise den. eller ringe 70 22 14 64.

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