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A Step by Step Guide to Avail Trial of Dynamics 365 for Project Service Automation and Field Service

This is my first post on Microsoft Dynamics 365 and I am hoping it will help at least a few to get started on this awesome (Sounds Clichéd? But I think it is the only appropriate adjective I can think of) business solution/platform.

I did hear that some people are facing a challenge with setting up Dynamics 365 PSA and Field Service Trial so here it is a… step by step guide to configure PSA and Field Service.

  1. Click on Solutions, and select Sales. You will see the screen as shown below. Click on Try It.

  2. You will be presented with a simple form. Fill up the details as you see fit. Regardless of your Geo-location and language preferences, I suggest you choose United States and English here. (You can thank me later for that tip). Click on Just One More Step.

  3. Another simple to fill form will pop up. Once you have filled in the details. Click on Create my account.

  4. You will have to now authenticate with a Phone number. It works for any listed country so does not matter where you are. Just select appropriate country code and enter cell number that you can access. Please do note that it sometimes does not work with certain cellular providers (Pre-paid/IP). Try with a different number if that is the case.

  5. You will be asked to login now. Provide the credentials you created in Step 4.
  6. You will see a Please Wait… screen with your own Org URL and once it is ready a link to begin the Setup will appear. I ran into an error at this point. If you run in an error you can log on to https://portal.office.com and click on Dynamics 365 to reach to the next step of this process.

     

  7. Once you click on Set up. You will see the screen as shown below.

  8. Select All of These and click on Complete Setup.
  9. Now you will be redirected to the following screen.

  10. Now click on Dynamics 365 on top left and a navigation bar will popup. Click on Get More Apps at bottom left.

  11. Dynamics 365 AppSource will be shown. In the Search field, type Field or Project, based on your requirements. Click on Try on appropriate App.

  12. Provide Confirmation as requested. Agree to the terms and conditions and click on Continue.

  13. You will be taken to Dynamics 365 Administration Center. From here you can install multiple solutions (Portals, Insights, Gamification) etc. as per your requirements.

  14. In future if you need to access the Dynamics 365 Administration Center, you can always do it by navigating to https://portal.office.com and then click on the Office menu in top right corner and expand Admin Centers and then click on Dynamics 365.

  15. Click on Solutions to manage the Solutions for a given Org.

I hope this guide will help you to get started with Dynamics 365. If you have any questions/comments please do reach out to me via comments.

Dynamics CRM 2016 Online – Cannot insert duplicate key error (Possible causes and solution)

Very recently I was helping a business acquaintance of mine with their existing CRM Online implementation and I ran into a rather peculiar problem. I will describe the scenario first, then the error we faced and finally possible solution/workaround.

If your case does not fall in the scenario described here, there can be n number of reasons you are getting this error and you should start digging deep in traces logs or engage your CRM Administrator and/or Microsoft Support.

Scenario:

The client had multiple environments (Dev, Testing, Staging and Prod) which were cloned from 1 root environment and over the period of time they went out of sync (It is quite common to be these environments out of sync in terms of data as well as customization)
– however it was not tracked when they went out of sync. Now comes the strange part. There were certain records which needed to be migrated between two environments. I suggested we use standard import/export feature of Dynamics CRM. It should have worked but it did not.
We tried a lot but the files never went through and it never showed us any error. We gave up and as there were just 70 odd records, I whipped up a small utility that will take these records from source and push them to target. All set right? Well… NO.

Error and Troubleshooting:

I started getting error: Cannot insert duplicate key. I was surprised as the possible duplicate records were indeed not present in other environment. Dedupe rules were all disabled. Alternate keys were not defined. I disabled Activity Feed rules as well. Still no results.
As a last resort, I removed all the unnecessary attributes (which included some relationships) and taadaa… it all went in… except 1 record. After careful evaluation of both the environments I found that another record with the same GUID was already present (As I cloned records from other environment GUIDs were same).

Cause:

So there were multiple reasons I was getting these errors in this scenario

  1. I had relationship attributes cloned, which retained GUIDs
  2. 1 record already had a duplicate record in the target environment. – As the environments were cloned their GUID seeds were same in each organization.

Solution:

A possible solution here is to remove relationship data while you are cloning records and re-establish them after the records are created and also do a cleanup of record ID so you don't run in to the second case.

Releasing CrmXpress Theme Editor for Dynamics CRM 2016

I am very pleased to present new years' gift (although I am 10 days off of the mark ;)) from all of us at CrmXpress. As by the post's title you would have guessed, this is a theme editor for Dynamics CRM 2016.
The new theme editing features of Dynamics CRM 2016 is one of the well-received feature since 2015 update 1. Only challenge with the current editor is, you have to entre HEX values manually which can be problematic for non-technical users.

It is simple and straight forward to use. Still someone might find it useful so here is quick guide demonstrating how to use CrmXpress Theme Editor.

  1. Download the solution from here.
  2. Import the solution in your organization and publish it.
  3. Now, open the solution and you will see the screen below:

Figure 1 Configuration Page

  1. Click on Edit against the theme you want to edit and you will be presented with the editor.

Figure 2 Theme Editor

  1. Make desired changes and click on submit.

Figure 3 Theme Editor - Color Picker

Figure 4 Save the changes by clicking Submit

As theme editing in CRM is a new feature and we have external dependencies, this release is a Beta release. Please provide your valuable feedback/bugs/feature requests to help us improve and stabilize Theme Editor.

Update: CrmXpress Drag-n-Drop Upload Control for Dynamics CRM 2016/2015/2013

 have written a post detailing this control here so I am not going to write the whole story. I am bit surprised that Microsoft Dynamics CRM 2016 does not support drag-n-drop support yet. It allows you to upload templates for Word and Excel (maybe it is directly coming from OneDrive family). Anyways, here is a screenshot and a brief tutorial on how to use this control.

  1. Download the suitable solution from here.
  2. Import the solution in your organization and publish it.
  3. This control provides adding files via drag-n-drop to Email and Notes so you have to add (AttachmentsUpload.htm or NotesUpload.htm respectively) as a web resource.
    For example, in the screenshot below, you can see NotesUpload,htm has been added as a web resource for Contact entity form.

Figure 1 Add a WebResource on Form Designer

  1. Set Properties as shown below. Please note you must un-check Restrict cross-frame scripting, where supported and check Pass record object-type code and unique identifier as parameters.

Figure 2 Set Properties

  1. You can format the control as per your requirements. For recommended format options, see the screenshot below

Figure 3 Set Format

  1. Save the form and Publish Changes.
  2. When you are creating a record you will see appropriate message is displayed.

Figure 4 Create Record

  1. Once the record is saved, you can start using Drag-n-Drop to upload files.

Figure 5 Saved Record

 

Happy Holidays J