Blog Archives

Are you ready for the Dynamics 365 / CRM Quiz at Summit EMEA 2018?

The Summit EMEA 2018 conference in Dublin is almost there and we have been preparing some tough, fun and educational questions for those who like a challenge.

The Quiz will be focus, mainly from a technical perspective, on Dynamics 365 Customer Engagement, CRM and other related technologies like Azure.

The whole Quiz will be an interactive session where you will be able to provide your answers from your mobile device and see the results in real time. We will take one question at the time, share the results in the main screen and discuss the different answers.

Our purpose is to create an entertaining contest where everyone can learn something.

But that is not all! For those who win the Quiz, there will some great awards, don’t miss it 🙂

You can join the event and add this session to your list following this link:

https://www.summitemea.com/conference-schedule/crmugsessions

See you in Dublin!

Session Title: DEV02 – Dynamics 365 CE Quiz! Who Will Be the Winner?

When: Thursday, April 26. 10:30 – 12:00

Where: Wicklow Meeting Room 3

SummitEMEA 2018_Dublin_Dynamics365_CE_QUIZ_Wael_Ramon

Slides Dynamics 365 Saturday London

What a great event we enjoyed last Saturday! 🙂

As I mentioned in my previous post, the Dynamics 365 Saturday event took part in London in the Microsoft Paddington offices. It was a great experience to see so many participants (150+) in such a collaborative environment.

You can now find below the slides for the presentation that my MVP colleague Baris and I used during our session, which covered the new features and deprecations coming with the version 9 for Dynamics 365 Customer Engagement.

Finally, I would like to share this great picture that was taken on Saturday morning just to kick off the event with James Phillips, great memory 🙂

DUitCzFW4AEuhrS

Dynamics 365 Saturday – London 2018

This weekend there is a great community event in London for the Dynamics professionals and fans: DYNAMICS 365 Saturdayrtb_blog_d365SaturdayLondon_Page.png

The event is actually running for 2 days, starting on Friday (today!) with the Hackathon and multiple activities around it:

rtb_blog_d365SaturdayLondon_FridayAgenda

Then on Saturday we will have more presentations, including mine: Dynamics 365 Version 9 New Features & Deprecations

rtb_blog_d365SaturdayLondon_SaturdayAgenda

During this presentation, that I’ll be sharing with my MVP colleague Baris Kanlica, we will cover the main features coming with the new version of Dynamics 365 Customer Engagement (our old CRM) and highlight those that have been deprecated.

rtb_blog_d365SaturdayLondon_BarisAndRamon

Microsoft is really supporting the event this year and James Phillips, Dynamics Corporate Vice President, will kick off the event.

rtb_blog_d365SaturdayLondon_JamesPhillips.png

We hope you will enjoy it and learn something useful 🙂

Capture contact images with Xrm.Device.captureImage

This article shows how to capture contact images using a Dynamics 365 mobile App based on the new client API in version 9. The same could be extended to capture images in any entity for other business scenarios.

The new Dynamics 365 API introduces several new namespaces, one of them is Xrm.Device. This namespace offers the method Xrm.Device.captureImage that we will use here to take the photo of our contact.

Firstly, we will create a Dynamics 365 App:

rtb_blog_apps menu

You can also get into the “My Apps” section using the following URL:

https://orgname.crm.dynamics.com/apps

Please notice we will use the new Unified Interface in the Client option:

rtb_blog_unifiedinterfaceapp_captureimage

This app will be available for the Dynamics 365 for phones. In my case, I’m testing it with an iPhone.

In the new app, we will edit the site map to include the contact entity:

rtb_blog_unifiedinterfaceapp_sitemap_contact

Now we will add a new button to the contact form ribbon. There are different ways to do this, in my case I have used the Ribbon Workbench editor within XrmToolbox:

rtb_blog_ribbon_form_new_photo_button

We will pass the record GUID and the entity type (e.g. contact) as the command parameters:

rtb_blog_ribbon_form_command parameters

The button will trigger the corresponding command (e.g. GetPhotoCommand) and this will execute the JavaScript function to capture the image (e.g. GetPhoto). This code should be placed in a WebResource.

rtb_blog_unifiedinterfaceapp_captureImage code

You can download this code from GitHub:

https://github.com/rtebar/Dynamics-Utils/blob/master/Dynamics.Utils/Dynamics.Utils.Web/CaptureImage.js

Once we have captured the image, we will update the current contact record. There is where we are using the method Xrm.Web.updateRecord. To display some alerts or potential error messages, we will use the method Xrm.Navigation.openAlertDialog and Xrm.Navigation.openErrorDialog. Finally, to refresh the form and show the new picture, we are refreshing the form with the method Xrm.Navigation.openForm. These methods are also part of the new client API with Dynamics 365 version 9.

In the actual mobile app, you should see something like these screens:

20180122_114627000_iOS

The new button should appear when you click on “…”:

20180122_114643000_iOS

Once you click the button, it should trigger the device camera:

20180122_114700000_iOS

If everything is ok, it will show us the alert dialog we were expecting:

20180122_114708000_iOS

Finally, the picture should appear in our contact form:

20180122_114809000_iOS

Notes: This article has been written using the platform version 9.0.0.3267

Dynamics 365 v9.0 is already available

Some great news this week, the new Dynamics 365 (CRM) version 9.0 is already available for trial.

The build version I’ve got with my UK trial ([orgname].crm11.dynamics.com) is 9.0.0.11.03.

ramontebar_blog_Dynamics 365 v9.0

You can now enjoy some of the new features that I show below:

  • New design:

ramontebar_blog_Dyn365 v9.0 Main Dashboard

ramontebar_blog_Dyn365 v9.0 New Form design

  • New Unified Interface Apps

ramontebar_blog_Dyn365 v9.0 Apps Unified Interface

ramontebar_blog_Dyn365 v9.0 App with New Unified Interface

ramontebar_blog_Dyn365 v9.0 New Unified Interface

  • Flow Integration

ramontebar_blog_Dyn365 v9.0 Flow integration

  • Multi Select Option Set attributeramontebar_blog_Dyn365 v9.0 MultiSelect Option Set
  • New Solutions Components, including Virtual Entities:ramontebar_blog_Dyn365 v9.0 Solution Components

You can find more information about the new features in these Microsoft articles:

https://docs.microsoft.com/en-us/dynamics365/get-started/whats-new/customer-engagement/important-changes-coming

Changes for developers:

https://docs.microsoft.com/en-us/dynamics365/get-started/whats-new/customer-engagement/new-in-july-2017-update-for-developers

Enjoy your trial!