Dynamics 365 OP License Upgrade Path

Customers who are current on their Software Assurance Plan as of December 1, 2016 are entitled to upgrade the licenses from Microsoft Dynamics CRM 2015 to Microsoft Dynamics CRM 2016 as shown below upon renewal:

Qualifying Microsoft Dynamics CRM 2015 Licenses	Corresponding December Update for Microsoft Dynamics 365 (On-Premises) Licenses  (Software Assurance must be purchased for each CAL)
Microsoft Dynamics CRM 2015 Professional CAL	1 Microsoft Dynamics 365 (On-Premises) Sales CAL 1Microsoft Dynamics 365 (On-Premises) Customer Service CAL
Microsoft Dynamics CRM 2015 Basic CAL	1 Microsoft Dynamics 365 (On-Premises) Sales CAL 1 Microsoft Dynamics 365 (On-Premises) Customer Service CAL
Microsoft Dynamics CRM 2015 Essential CAL	1 Microsoft Dynamics 365 (On-Premises) Team Members CAL
Microsoft Dynamics CRM Workgroup Server 2015	Dynamics 365 (On-Premises) Servers included with CALs
Microsoft Dynamics CRM Server 2015	Dynamics 365 (On-Premises) Servers included with CALs

Installing and Enabling Organization Insights On Dynamics 365

The Organization Insights Solution for Dynamics 365 Online provides important adoption and use metrics for your Dynamics 365 organization, and tools to help you stay ahead of performance and support issues.

It is not released yet and it is not supported by Microsoft before it’s officially in a release, hopefully next quarter. 

What is Organization Insights?

For installing and enabling Organization Insights For Dynamics 365 Online: 

• Go to Settings > Administration > System Setting.
• Select Preview tab,then Set "Enable Organization Insights Preview" to Yes.

• Go to Settings > Dynamics Marketplace.
• In the search box, type "Organization Insights".
• When you see the Organization Insights app, click Get.

• Choose your organization then click Agree.

• Then you will find Organization Insights (Preview) Solution added to your organization .

• For accessing Organization Insights, go to Settings > Organization Insights.

Dynamics 365 View Enhancement - Link Web Resources to a View Column

There a several new features in Microsoft Dynamics 365, now we can easily link Web Resources to a column in a view for adding icons and tooltips:

Sample:

The following sample code displays icons and tooltips based on one of three values (1: Hot, 2: Warm, 3: Cold) in the opportunityratingcode (Rating) attribute. The sample code also shows how to display localized tooltip text. For this sample to work, you must create three image web resources with 16x16 images in your Dynamics 365 instance with the following names: new_Hot, new_Warm, and new_Cold.

function displayIconTooltip(rowData, userLCID) {    
    var str = JSON.parse(rowData);
    var coldata = str.opportunityratingcode_Value;
    var imgName = "";
    var tooltip = "";
    switch (coldata) {
        case 1:
            imgName = "new_Hot";
            switch (userLCID) {
                case 1036:
                    tooltip = "French: Opportunity is Hot";
                    break;
                default:
                    tooltip = "Opportunity is Hot";
                    break;
            }
            break;
        case 2:
            imgName = "new_Warm";
            switch (userLCID) {
                case 1036:
                    tooltip = "French: Opportunity is Warm";
                    break;
                default:
                    tooltip = "Opportunity is Warm";
                    break;
            }
            break;
        case 3:
            imgName = "new_Cold";
            switch (userLCID) {
                case 1036:
                    tooltip = "French: Opportunity is Cold";
                    break;
                default:
                    tooltip = "Opportunity is Cold";
                    break;
            }
            break;
        default:
            imgName = "";
            tooltip = "";
            break;
    }
    var resultarray = [imgName, tooltip];
    return resultarray;
}

This results in displaying icons with tooltips in the Rating column that depend on the value in each row. The result could look like this:

Automatically fill "Regarding" filed on Tracking any Sent Email from Outlook

Recently I had a requirement where one of our client’s team wanted a feature for automatically filling "Regarding" filed on Tracking any Sent Email from Outlook by looking for the associated record of the first email address in "To" field then set "Regarding" filed with the associated record if found.
I have covered their need by Plugin, below are the code :

using System;
using System.Collections.Generic;
using System.Linq;
using System.Runtime.Serialization;
using System.Text;
using System.Threading.Tasks;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk;
using System.Data.SqlClient;

namespace CustomerPlugin
{
    public class SetRegardingFromOutlook : IPlugin
    {
        public void Execute(IServiceProvider serviceProvider)
        {
            IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
            var serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
            var service = serviceFactory.CreateOrganizationService(context.UserId);
            ITracingService tracingService = (ITracingService)serviceProvider.GetService(typeof(ITracingService));
            try
            {
                
                if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
                {
                    Entity entity = context.InputParameters["Target"] as Entity;

                    if (entity.LogicalName != "email")
                    {
                        return;
                    }
                    if (context.MessageName == "Create")
                    {
                   
                    if (entity.Contains("directioncode"))
                    {

                        if (((Boolean)entity["directioncode"]) == true)// Outgoing
                        {

                            if (entity.Contains("statecode"))
                            {
                                OptionSetValue entityStatusCode = new OptionSetValue();
                                entityStatusCode = (OptionSetValue)entity.Attributes["statuscode"];
                                if (entityStatusCode.Value == 3)//Sent
                                {
                                    var to = (EntityCollection)null;
                                    Guid partyId = Guid.Empty;
                                    
                                    if (entity.Attributes.Contains("to"))
                                        to = entity.GetAttributeValue<EntityCollection>("to");
                                                                      
                                        if (to != null && to.Entities.Count > 0) 
                                        {
                                            var party = to.Entities[0];
                                            var partyType = party.GetAttributeValue<EntityReference>("partyid").LogicalName;
                                            partyId = party.GetAttributeValue<EntityReference>("partyid").Id;
                                            entity.Attributes.Add("regardingobjectid", new EntityReference(partyType, partyId));
                                            service.Update(entity);
                                        }
                                     }


                            }
                        }
                    }
                }
            }
            }
            catch (Exception ex)
            {
                tracingService.Trace("Failed to Create Email From Outlook :  " + ex.Message.ToString());
                throw new InvalidPluginExecutionException(ex.Message);
               
            }
        }
    }

}


Below how to register this Plugin :

Hope its help!

Passing Query String To Dynamics CRM Global Search Page (Multientityquickfind.aspx)

I got that we can set Dynamics CRM Global Search as default landing page for specific users in Dynamics CRM from Debajit's Dynamic CRM Blog

I just wondered if I can use Global Search and passing a search value (Query String) then getting the result!
I opened the Global Search page out of CRM:

http://CRMSERVER/OrgName/multientityquickfind/multientityquickfind.aspx

By adding "?text=Abed" to the end of Global Search link 

"http://CRMSERVER/OrgName/multientityquickfind/multientityquickfind.aspx?text=Abed" 

it will passed "Abed" as a search value to the Global Search page :

Many Thanks to Debajit Dutta :)

Hope this helps!

CRM Online 2016 Update 1 - Create SLAs for custom entities and additional system entities

In all previous releases of Dynamics CRM, you could only create SLAs for the Case entity (record type). Now in Dynamics CRM Online 2016 Update 1 we can create SLAs for any custom entity and for any of the following system entities below:

• All activity entities (such as Email, Task, and Appointment) except recurring appointments
• Account
• Contact
• Invoice
• Opportunity
• Quote
• Lead
• Order

For more information : https://www.microsoft.com/en-us/dynamics/crm-customer-center/define-service-level-agreements-slas.aspx

Add Email Signatures - Dynamics CRM Online 2016 Update 1

We are excited to get new features for Microsoft Dynamics CRM Online 2016 Update 1!

Now CRM users can save their time on email correspondences by adding a professional touch by adding an email signature.

Go to User Setting>> Email Signature, then New :

You can add the email signature that you want, then save it, also you have an option to set it as a default signature for using it every time replies and new email messages.

Also you can create other signatures for those special cases, then select a specified signature that you created.

You can also assign a default signature to a queue. When you change the From field from a user to a queue, the default signature changes automatically.

Hope this help!

Show Business Process Error By Using Workflow (No Code) - Dynamics CRM 2015/2016

Dynamics CRM 2015/2016 (Online & On-premises) Business Rules has been improved with the following features: 

• Enriched business logic with- If..Else If..Else logic support

• Ability to combine expressions using And/Or

• Support for setting default values on the record.

• Business Rules can now be executed on the server side.

In Dynamics CRM 2015/2016 (Online & On-premises), the scope now can be set to all forms, a specific form and the new option “Entity”:

If Business Rule is created with scope as “Entity” then the business rules will execute server side. This means that business rule also can be executed when you do updates to a record by Workflows or Plugins. 

Now I will show you a quick sample for showing Business Process Error by using business rules and workflow:

First we will be needed to add a new field on the entity, in this sample I have created a new tow options field which is called Show Message with default value "No":

Then I have created a business rule for checking the value of the field Show Message with scope as "Entity", If the field value is "Yes", then show the error message "The Amount Is less than 0!" against field Show Message :

Then create a real-time workflow for checking the value of any field, in this sample I created real-time workflow to check if the Amount is less than 0.  

Then I added two steps, one for checking the amount of Amount field if less than 0, If Yes then the other step is to set Show Message field to "Yes"

Now if I create a record with an amount which is less than 0 on the Amount field, I will get the following :

Also you can use this trick in any related Entities :)

Hope it helps!

Free Microsoft Dynamics CRM 2015 / 2016 Auto ID Generator

Download Link

Arabic Language Pack For Microsoft Dynamics CRM 2016

By looking to the Language Packs list for Microsoft Dynamics CRM 2016 at Microsoft download center,you will not find Arabic Language Pack at the list.

So, don't waste your time searching for it, I'm sharing with you a direct link for downloading Arabic Language Pack For Microsoft Dynamics CRM 2016