Business Process Flow Does NOT Appear on Some Existing Records


Encountered an existing CRM Account record that does NOT display a Specific Business Process Flow (BPF) after selecting the BPF via the Switch Process in either Unified Interface or legacy web client.

Checked the below items but issue still presists

  • Check that the BPF is active – OK
  • Check that the User has Security Privilege to the BPF – OK
  • Check that the Unified Interface App has the BPF enabled – OK
  • Check creating a new CRM Account record shows BPF – OK
  • Check other existing CRM Account records show BPF – OK

So the BPF is still NOT showing…some more trouble-shooting is needed! The BPF architecture changed in Microsoft Dynamics 365 from earlier versions which introduced a new entity for each new BPF activated. This entity tracks among other things every instances of the related CRM records with the corresponding BPF.

Somehow there was an existing entry in this BPF entity for the affected Account record NOT displaying the BPF. This was an old CRM Account record and perhaps got corrupted during the upgrade process to Microsoft Dynamics 365.

Solution was to delete this record from the BPF entity.

After clearing this – able select the BPF for the Account record and the BPF displayed OK afterwards. Also a new corresponding entry was created in the BPF entity.

Contact me if you need some Microsoft Dynamics 365 CRM Sales Customer Engagement assistance.

Frank Lee
12 times awarded Microsoft MVP – Dynamics 365 / CRM
San Francisco Bay Area | Silicon Valley

Posted in Business Process Flow, Dynamics 365, Troubleshooting | Leave a comment

Dynamics 365 Unified Interface JavaScript to Set a Date Field to Current Date


From recent working with Dynamics 365 customers transitioning to the new Unified Interface – have a CRM Sales User scenario that needs to set a CRM Contact field to the current date on a new record.  The user can then either keep the default current date or set it to another value before saving the new record.

We will need to use JavaScript to set a CRM date field via the Unified Interface or the CRM legacy web client.  The Dynamics 365 Business Rule does not offer a “Current Date” function at this time.  Also Dynamics 365 Workflow or Microsoft Power Automate will not be suitable since it needs the CRM record to be saved in-order to trigger setting a default value (even CRM Workflow running in Real-Time would not work in this case).

So here is the JavaScript – working for both the Unified Interface and CRM legacy web client:

//————–

var Sdk = window.Sdk || {};
(function () {
    this.setFieldCurrentDate = function (executionContext) {
        var formContext = executionContext.getFormContext();
        if(formContext.ui.getFormType()==1) {   // 1 is for new record create state
            var currentDate = new Date();
            formContext.getAttribute(“birthdate”).setValue(currentDate);
        }
    }
}).call(Sdk);

//————–


To setup the above JavaScript:

Add the above JavaScript to a Web Resource

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Add the above Web Resource to the CRM Contact Form Main Library and add “Sdk.setFieldCurrentDate” to the Form Onload event.  Be sure to check on the “Pass execution context as first parameter”.  Publish the CRM Contact entity.

 

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On a New CRM Contact Record – the Contact’s Birthday field is defaulted to today’s date:

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Contact me if you need some Microsoft Dynamics 365 CRM Sales Customer Engagement assistance.

Frank Lee
12 times awarded Microsoft MVP – Dynamics 365 / CRM
San Francisco Bay Area | Silicon Valley

Posted in Dynamics 365, JavaScript, Unified Interface | Tagged , , , | Leave a comment

How To Uptake the new Service scheduling in your org


The Dynamics 365 legacy service scheduling is deprecated and will no longer be available on 10/1/2020, use the new Dynamics 365 Service Scheduling available in the Unified Interface. 

I had encountered the following issue during the setup of the new Service Scheduling in one of my existing Dynamics 365 Online environments – “Uptake the new Service scheduling in your org.  You can now use the new Service scheduling experience in Unified interface and leverage the power of Resources, Facilities/Equipment, Service Activities, Schedule board and more”

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Here is how to resolve this “Uptake” in my Dynamics 365 Online environment:

  • Go to Power Platform admin center > Environments > select the Dynamics 365 Online environment  > click on the “…” and click on “Manage Solutions

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  • Select the “Core Service Scheduling” solution and click on the “INSTALL” to install this solution

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By installing the “Core Service Scheduling” solution – two new solutions were added to my Dynamics 365 Online environment: Universal Resource Scheduling and Core Service Scheduling

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Now I can start the setup and begin using the new Dynamics 365 scheduling experience.  The new schedule board looks very nice – a good upgrade from the legacy service calendar.

Posted in CRM Online, customer service hub, Dynamics 365, Service Scheduling, Unified Interface | Tagged , , | Leave a comment

How To Disable Unified Interface Only Setting in Dynamics 365


All current version Microsoft Dynamics 365 trials and environments are defaulted to the “Unified Interface Only” setting.  This is a good thing since Microsoft Dynamics 365 Unified Interface is here to stay and the previous “Legacy Web Client” interface is deprecated as of September 2019. 

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For certain situations where we need to run “Legacy Web Client” such as for testing existing setups – how do we enable our “Legacy Web Client” interface?

Firstly – the setting “Use Unified Interface only” is no longer listed under the Dynamics 365 Client’s Advanced Settings >> Administration >> System Settings >> General area

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So where did it go?

The “Use Unified Interface only” setting is now found in the Power Platform Admin center!

Here are the steps to navigate to this setting:

Open Power Platform Admin center >> click Environments >> select the Dynamics 365 environment >> click the Settings button >> click the Behavior setting >> disable or enable the “Use Unified Interface only” setting

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Contact me if you need some Microsoft Dynamics 365 CRM Customer Engagement assistance.

Frank Lee
12 times awarded Microsoft MVP – Dynamics 365 / CRM
San Francisco Bay Area | Silicon Valley

Posted in Dynamics 365, Legacy Web Client, Power Platform, Unified Interface | Tagged , , , | Leave a comment

Microsoft Dynamics 365 v9.0 (on-premises) Downloads


Microsoft Dynamics 365 Server (no CAL limit) 90-day trial license keys:
KKNV2-4YYK8-D8HWD-GDRMW-29YTW

If you use a 90-day trial key, you can enter a valid commercial product key at any time during the trial period to continue to use the product.

Here is a list of the Dynamics 365 v9.0 (on-premises) Download URLs:

Dynamics 365 Server, version 9.0 (on-premises)
https://www.microsoft.com/en-us/download/details.aspx?id=57478

Microsoft Dynamics 365 On-Premise Cumulative Updates
https://support.microsoft.com/en-us/help/3142345/microsoft-dynamics-365-onpremise-cumulative-updates

Dynamics 365 for Outlook, version 9.0 (Outlook client)
https://www.microsoft.com/en-us/download/details.aspx?id=56972

Microsoft Dynamics for Outlook, version 9.0 Update 1.0
https://www.microsoft.com/en-us/download/details.aspx?id=58079

Dynamics 365, version 9.0 Email Router
https://www.microsoft.com/en-us/download/details.aspx?id=56974

Dynamics 365, version 9.0 Report Authoring Extension (with SQL Server Data Tools support)
https://www.microsoft.com/en-us/download/details.aspx?id=56973

Dynamics 365 for Customer Engagement, version 9.0 Language Packs
https://www.microsoft.com/en-us/download/details.aspx?id=56970

Dynamics 365 Customer Engagement (on-premises) version 9.x Software Development Kit (SDK)
https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/download-dynamics-365-sdk-v9

Microsoft Dynamics 365 Customer Engagement (on-premises) Help, version 9
https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/overview

PDF Link: Deploy and operate Dynamics 365 Customer Engagement (on-premises)

Administrator Guide for Dynamics 365 Customer Engagement (on-premises), version 9
https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/admin/overview

App making and customization overview for Dynamics 365 Customer Engagement (on-premises), version 9
https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/overview

Developer Guide for Dynamics 365 Customer Engagement (on-premises), version 9
https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/overview

Microsoft Learning Path for Customer Engagement

 

 

Microsoft Dynamics 365 Customer Engagement (on-premises) system requirements and required technologies

Supported web browsers and mobile devices

Microsoft Dynamics 365 for Outlook software requirements

 

Contact me if you need some Microsoft Dynamics 365 CRM Customer Engagement assistance.

Frank Lee
12 times awarded Microsoft MVP – Dynamics 365 / CRM
San Francisco Bay Area | Silicon Valley
Keeping up with the Cloud Innovations!

Posted in CRM On Premise, Dynamics 365, Language Pack MUI, Microsoft CRM Outlook Client, Outlook Client, Software Development Kit (SDK), Upgrade | Tagged , | Leave a comment

Advanced Find Before Today or Older Than Today


This is a very common user question since Microsoft CRM 1.0 – how to setup an Advanced Find view to display all the records filtered on a CRM entity’s date field (such as the Account’s Created On date) that is before today or older than today.  Dynamically and NOT hard coded the date via using the Advanced Find’s “ON or Before” date operator.

Since Microsoft Dynamics CRM 2016 (first available in Microsoft Dynamics CRM Online 2015 Update 1) – there are additional out of the box Advanced Find date operators such as Older Than X Minutes/Hours/Days/Weeks/Years…

This is wonderful – because by using the following two Advanced Find filter conditions on any entity’s date field will provide the list of all records Before Today or Older Than Today dynamically:

[Date Field] Older Than X Days = 1 OR [Date Field] Yesterday

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We need the additional Yesterday filter because the Older Than X Days operator only accepts a value from 1 to 500 and doesn’t support 0.

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Yay!  All out of the box.  No more need for XML hacking, external Excel transformation, custom reports, etc.

 

Contact me if you need some Microsoft Dynamics 365 CRM Customer Engagement assistance.

Frank Lee, Microsoft Business Solutions MVP Dynamics 365 CRM
San Francisco Bay Area Silicon Valley Napa
Workopia, Inc. – Microsoft CRM Keeping it Simple!

Posted in Advanced Find, CRM 2016, CRM On Premise, CRM Online, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, MS CRM, Report | Tagged , , | Leave a comment

CRM Default Team and Business Unit Delete Error Caused by WIP Bin queue


Recently on one of my Microsoft Dynamics CRM projects – we want to clean-up the various Teams/Business Units created over the years that are no longer relevant.  However – some Teams such as the default Teams are more challenging to delete due to the following reason – The default business unit team cannot be deleted.

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Team Delete Error.  The default business unit team cannot be deleted. The name and membership for default team are inherited from their parent business unit.  The only way to remove a default team is to remove the team’s parent business unit.

Deleting a Microsoft Dynamics CRM Business Unit in CRM 2011 and later is pretty straight forward per this earlier blog post.

On this particular Microsoft CRM environment – it proved to be more challenging.

We’ve received the following error when trying to delete some Business Units after following the earlier blog post steps:

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SQL Server Error.  The download log is pretty generic so it was not much help.  Since this is a CRM On-Premise – I could enable Microsoft Dynamics 365 tracing.  Enable Tracing on the CRM Server yield the following finding:

>Crm Exception: Message: Generic SQL error., ErrorCode: -2147204784, InnerException: Microsoft.Crm.CrmException: Generic SQL error. —> Microsoft.Crm.CrmException: Generic SQL error. —> System.Data.SqlClient.SqlException: The DELETE statement conflicted with the REFERENCE constraint “business_unit_queues”. The conflict occurred in database “CRM_MSCRM”, table “dbo.QueueBase”, column ‘BusinessUnitId’.
The statement has been terminated.

This detailed error log points to CRM Queue causing the issue when trying to remove the Business Unit.  One of the Queue’s field “BusinessUnitId” is referencing the Business Unit that we are trying to remove and not allowing it due to the SQL Reference constraint setup.  To further pin-point this – we used the following SQL to narrow down the exact Queues:

SELECT * FROM MSCRM.dbo.QueueBase WHERE BusinessUnitId = ’84EGAE8A-2691-E311-819C-00155D0AB80D’

The Queues turned out to be “WIP Bin queues” which were from CRM 4.0 and earlier version designs and are NO longer relevant in CRM 2011 or later per this article.  This makes sense since this Microsoft CRM environment was an upgrade from CRM 4.0 previously.

We will need to first remove these associated WIP Bin queues first and then delete the Business Units (and their default Teams).

What we did was setup a new Queue to store any Queue Items from the WIP Bin queues.  I usually called this Queue “WIP Bin queue items” and then use the Queue Item’s Route function to route any existing WIP Bin queues’ items to our new Queue.

A quick way to perform this is via Advanced Find on the Queue Items:

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After removing the associated WIP Bin queues items and then deleting the WIP Bin queues – we were able to successfully delete the Business Units which automatically delete the corresponding default Teams.  Yay!

 

 

Contact me if you need some Microsoft Dynamics 365 CRM Customer Engagement assistance.

Frank Lee, Microsoft Business Solutions MVP Dynamics 365 CRM
San Francisco Bay Area Silicon Valley Napa
Workopia, Inc – Keeping up with the Cloud Innovations!

Posted in Advanced Find, CRM On Premise, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, MS CRM, MS CRM 4.0, Troubleshooting | Tagged , , , | Leave a comment