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Tuesday, 6 November 2018

Company directory mobile workspace - Microsoft Dynamics 365

Company directory mobile work space in Microsoft Dynamics 365 allows users view and contact other employees in their organization.This mobile work-space can be used with the Microsoft Dynamics 365 for Unified Operations mobile app.

The Company directory mobile workspace lets users perform these tasks:
  • View a list of employees in the organization.
  • Search for employees in the organization.
  • View contact information for employees.
  • Contact employees from the profile information.

Talent Module in Microsoft Dynamics 365

Microsoft Dynamics 365 introduce new module for helping process related to staffing your organization .These processes include employee retention, benefits administration, training, performance reviews, and change management .

You can use Talent to complete these tasks:
  • Administer organizational structures.
  • Maintain comprehensive worker information from hire to retire.
  • Define and administer benefit plans, enroll workers, assign dependent coverage, and designate beneficiaries.
  • Establish and monitor absence policies.
  • Implement and track profile-based time management and generate pay information to export to a payroll system.
  • Manage worker competencies.
  • Review performance and implement worker goals.
  • Set up, deliver, and analyze training courses that include agendas, sessions, and tracks.

Tuesday, 23 October 2018

update organization fails from Dynamics CRM CRM2016 to D365

I noticed that many people get error while upgrading organization from CRM2016 to Dynamics 365 .

There are mainly two reason for this

1. New Microsoft.Xrm dll not getting updated in GAC while installing Dynamics 365 update.
    I suggest GAC it manually this DLL

2. Duplicate record create in metadata table mostly in optionset value . Find duplicate in metadata table and delete from SQL through query

Tuesday, 26 December 2017

Trigger events on select of Business process flow Stage CRM2016


Attach event onLoad of CRM2016 Form

function onload()
{

Xrm.Page.data.process.addOnStageSelected(stageselected);

}

function stageselected(args) {

alert(Xrm.Page.data.process.getSelectedStage());

}

Trigger events on change stage of Business process flow in CRM2016

Display tabs on CRM2016 form based on Business process flow stage changes


// Attaching event onload of form
function onload()
{
Xrm.Page.data.process.addOnStageChange(stagechange);
Xrm.Page.ui.tabs.get("tab_2").setVisible(true);

}

function stagechange() {
alert("sucess");
Xrm.Page.ui.tabs.get("tab_2").setVisible(false);

}

CRM2016 - Navigate Associated view from Entity form Without moving to top Sitemap

Recently i had a requirement : user should able to navigate SP document  associated view by clicking HTML web resource button on CRM2016 form .


i use below code on to achieve this


Xrm.Page.ui.navigation.items.get("navdocuments").setVisible(true);


Xrm.Page.ui.navigation.items.get("navAddresses").setFocus();


Wednesday, 7 September 2016

Error "Could not load file or assembly 'Microsoft.IdentityModel.Clients.ActiveDirectory.XXXXXXXXX" while connecting CRM service

When you get error 'Microsoft.IdentityModel.Clients.ActiveDirectory.XXXXXXXXX' while connecting service .Kindly  refer "Microsoft.IdentityModel.Clients.ActiveDirectory.dll" which is available in CRM2016 SDK\ bin folder .