Tech Solutions

As most you know MS has deprecated voice of the customer and June 2020 is the last deadline for all of us to move to Microsoft Forms Pro (or any other 3rd party apps) for getting feedback from customers. So in this blog I am going to whole process which I followed during transition to Forms Pro from VOC. First, a little information about forms pro: Basically, it's very much similar to Voice of customer and provides seamless integration for surveys with MS CRM. We can send surveys to D365 contacts either manually or automatically on change in records within our CRM like on Case resolution or case creation. Similar like VOC, forms pro also saves all records in CRM. Now, the next point is creating a new survey form. So for this go to the site: https://forms.office.com/Pages/DesignPage.aspx and sign-in with your MS credentials. Like VOC, you will get almost same survey designer form where you can create multiple question with different data types, you can apply themes...

Recently I was working on a requirement where I had to build a WinForm application to get the records from multiple entity which looks like a very simple requirement and it was indeed but the problem came when I completed my code using WebAPI method and server-to-server authentication. The problem was the size of records which was more than 5000 and I had no idea how to query paging in this scenario. Paging using the webAPI is a bit different to using the SOAP endpoint, so I've described the structure of request that should be used and how to navigate to the next page from the response. * To execute the request for the next batch of records after maxbatchsize of request is reached, simply open a new request to the URI specified in the @odata.nextLink attribute using the same header as the initial request. Here is the example of HTTP response which you'll get. Please look at the end carefully, we got the next page link in the @odata.nextLink attribute because the respons...

Sometime user get this error when they open Unified Service Desk: Creating an instance of the COM component with CLSID {0002DF01-0000-0000-C000-000000000046} from the IClassFactory failed due to the following error: 8150002e Exception frm HRESULT: 0x8150002E For resolving this issue simply do the following steps and then re-start your USD and that's it, issue solved :) 1. Open Task Manager 2. Goto Details tab 3. Look for all iexplore.exe 4. Right click on each of them and select 'End process Tree'

In this blog, I'll explain all steps that how to establish server-to-server authentication using Application User and Azure active directory. I have a very basic requirement to fetch case guid from incident entity based on ticket number from CRM using S2S authentication i.e without using any CRM user credential. Follow the below steps: Step 1:First of all we need to create an App in the Azure application directory : Goto  http://portal.azure.com  and enter your credentials. Goto Active Directory > App Registrations > New Registrations Provide all basic details as in screenshots below and click on Register Once the application is created, you will get an application ID (marked with red arrow in image below), copy and paste somewhere; this is your client ID Next step is to create Client Secret for which click on 'Certificates and Secrets' (or Keys for old Azure UI) as shown in image below. This key is used to establish connect...

//Get value of field from current page var  name  =  $( '#new_name' ).val(); //Find the checkbox value $( '#new_arepartsreplaced' ).is( ":checked" ); //Get value of field from parent page var  WorkOrder  =  $( '#msdyn_name' ,  window .parent. document )[ 0 ].value; //Get record id from url of parent page var  WOId  =   window .parent.location.href.substr( window .parent.location.href.indexOf( "?id" )  +   4 ); //Get Picklist value from parent page var  Status  =  $($( '#new_status' ,  window .parent. document )[ 0 ]).find( "option:selected" ).prop( "value" ); //Disable DateTime Field $( "#msdyn_timetopromised_description" ).parent().find( '.form-control' ).prop( 'disabled' ,  true ); $( "#msdyn_timetopromised" ).parent().find( '.input-group-addon' ).hide(); //Disable Lookup $( "#new_workorder" ).prop( 'disabled'...

There are bascially 2 ways we can query entity in CRM Customer portal: Method 1: Via Liquid Template Method 2: Via Odata In this blog I am going to show how we can query crm entity using above 2 methods one by one. Mthod 1: Using Liquid Template Follow the below steps for creating code: Step1 : Create a new Web Template where you'll have to add your fetch xml code. [? A Web Template includes the actual coded design on the record itself.  Because of this, the code can be accessed from the UI or even programmatically via SDK or API.] A liquid code contains below tags: Tags – Liquid tags are the programming logic that tells templates what to do. Tags are wrapped in: {% %} characters.   Some tags can take parameters.  Examples: if unless else elsif case and or for cycle tablerow include assign increment. Objects – Liquid objects contain attributes to output dynamic content on the page. For example, the page object contains an attribute called title that ca...