Back to Basics # 7: Simple Data Import of Contacts in Dynamics 365 CRM

Introduction:

In Dynamics 365 CRM, by using Out of Box Features one can easily import data with the use of excel spread sheets. In this post , I am going to show how one can easily import contacts as an example in Dynamics 365 CRM with the help of templates.

Step 1 :

Login to the trial / D365 CRM Environment by giving username and password, if you want to know about how to create a trial environment you can refer to my earlier blogs as shown below .

Step 2 :

Now navigate to entity Contact and select My Active Contacts view and click on download template as shown below.

Step 3 :

In the Step 2, when user clicks on Download template a new popup will open like below as shown below and select on download which will download an predefined excel template corresponding to My Active Contacts View as shown below.

Step 4 :

Open spread sheet which is downloaded from step 3 and open it ,it will look like below

Step 5 : As we are trying to create new contacts, delete existing rows and shown below

Step 6 : After deleting rows from the step 5, enter some contact information, here in the example I gave 2 contacts and save it as shown below.

Step 7 : Now again go to the CRM Environment like in Step 3 , and select 3 dots at the right and then select option Import from Excel as shown below.

Step 8 : After Step 7, a new quick import from excel shows and click on Choose file and select contact spread sheet which filled in Step 6 and click on open as shown below.

Step 9 : After Step 8, click on Next  button as shown below .

Step 10 : After Step 9, click on Finish Import as shown below .

Step 11: After Step 10, a message will be shown your data has been submitted for import,click on Done as shown below

Step 12: After Step 11, Navigate to Settings -> Data Management  as shown below

Step 13: After Step 12, Select Imports  as shown below

Step 14: After Step 13, Select Imports and you can see 2 records that we have imported with status reason completed as shown below

Step 15: After Step 14, Go to My active contacts screen and you could observe 2 new records created as shown below

Note :

  1. In case if there are any mandatory fields then those fields to needs to be mapped
  2. Don’t change any column names of the Downloaded Excel Template of step 2.

Conclusion:

In this way , one can easily do simple data import of contacts into Dynamics CRM with Out of Box features of Dynamics CRM.

Back to Basics # 6: How to Move CRM Customizations in the form of solutions between Dynamics 365 CRM Environments using classic mode and Power Apps Maker Portal.

Introduction:

In Dynamics 365, CRM Customizations need to be moved between CRM Environments for example from Development environment to Testing environment in the form of CRM solutions.  And we are going to see about how to move crm Customizations in the form of solutions between Dynamics CRM Environments as unmanaged solution in Dynamics CRM using classic mode and through Power Apps Maker Poral. In this post , I did customizations in Contact Entity and created a field and included this field in the form. So, we are going to see how these customizations will be moved between different environments.

Let us see how to create a publisher in 2 ways

  1. Classic Way
  2. Power Apps Maker Portal [make.powerapps.com]

With Classic interface of Dynamics CRM, by following below steps we can create a solution.

Step 1 :

Login to the trial / D365 CRM Environment by giving username and password, if you want to know about how to create a trial environment you can refer to my earlier blogs and as shown below and click on Solutions.

Step 2:

Click on new solution , and then create a solution of your choice, here I have created ContactCustomizations with default publisher and save and close, publish all changes as shown below.

Step 3:

Now we are going to create a new field in Contact entity of Boolean type , so navigate to Settings->Customizations->Customize the System. Select Default Solution and in that solution select entity Contact and go to fields and in the right side fields view click on new in that contact entity as shown below

Step 4:

Create the following field Vaccination completed with Two Options Data type with options Yes and No and make No as Default and click on save and close as shown in the following figure as shown below

Step 5:

Now , select Information form from Contact Entity by using the navigation Contact Entity -> Forms-> Information Form and drag and drop  above created field inside form  from Field explorer at the right and click on save and Publish  as shown below

Step 6:

Now , open Contact Customizations Solution which is created in Step 2 and select components  and in the right side select Add Existing and then select Entity as shown below

Step 7:

After step 6, look for entity Contact  and click on ok as shown below

Step 8:

After step 7, select Add All Assets Check box and then click on Finish Button as shown below.

Step 9:

After step 8, we can observe contact entity is added to our custom solution and then click on save and click on Publish All Customizations and then click on Export Solution , you should see one unmanaged solution zip file get’s downloaded as shown below

Note: After publishing all customizations only we have to click on export button.

Step 10:

After step 9, we have to login to local or development or testing environment and navigate to Settings -> Solutions .And in solutions select option import solution and give the exported solution zip file which is obtained from step 9 and click on open .

Step 11:

After step 10, once we click on open and then click on next ,another new popup will come click on import as shown below.

Step 12:

After step 11, once we click on import solution gets imported into new environment and then you should see newly imported solution in list of solutions and click on Publish All customizations to see changes in new environment in contact Form as shown below.

Step 13:

After step 12, now open contact record in new environment you should see changes that was performed in 1st environment as shown below.

2. Power Apps Maker Portal [make.powerapps.com]

Step 2.1:

In power apps maker portal [make.powerapps.com], open environment where you wanted to import your changes, here in this example I have selected my trial dev environment and go to solutions and click on import solution and click on Browse as shown below

Step 2.2:

Upon clicking on Browse, select unmanaged zip file which we have exported in step 9 and click on Next button as shown below.

Step 2.3:

Once user clicks on next, another quick screen will be shown there select import as shown below.

Step 2.4:

Once user clicks on import ,popup will gets closed and you could see message that solution is getting imported as shown below

Step 2.5:

Once solutions get’s imported successfully,you should see the solution imported once solution is imported , we can observe successful import message and click on Publish All customizations so as to make changes reflected as shown below figure

Step 2.6:

Now navigate in make.powerapps.com navigate to Data  and then select Tables and select Contact Entity -> Data , select record and click on Edit record as shown below

Step 2.7:

Once respective record gets opened you should see the proposed changes from other environment successfully reflects in new environment as shown below

Conclusion:

In this way we can easily move our customizations in the form of solutions either managed/ unmanaged from lower environment to higher environments by using both Classic Mode and also Power Apps Maker Portal.

Back to Basics #5: How to create a Solution in Dynamics 365 CRM using classic mode and Power Apps Maker Portal

Introduction:

In Dynamics 365, a solution component represents something that you can customize. So, we have 2 types of solutions in Dynamics CRM- Managed solutions where most of the product related Out of Box related functionalities will be present, but as per the customer requirements we must extend product behavior with the help of Un-Managed Solutions where all the custom components can be kept.  And we are going to see about how to create a custom or unmanaged solution in Dynamics CRM using classic mode and through Power Apps Maker Poral

Let us see how to create a publisher in 2 ways

  1. Classic Way
  2. Power Apps Maker Portal [make.powerapps.com]

With Classic interface of Dynamics CRM, by following below steps we can create a solution.

Step 1 :

Login to the trial / D365 CRM Environment by giving username and password, if you want to know about how to create a trial environment you can refer to my earlier blogs and as shown below and click on gear Icon.

Step 2 :

After selection of gear icon , click on Advanced settings as shown below

Step 3:

Upon selection of Advanced settings , user will be navigated to Settings page, and in settings page select Solutions as shown below.

Step 4:

User will be navigated to Solution’s page and in Solutions page select New Button as shown below.

Step 5:

Upon selection of new button in step 4 , a new solution window popup will be opened as shown below.

Step 6:

In new solution pop up window, provide mandatory fields Display Name and Name of your choice [by default it will be auto-populated as per Display name can be modified]and select publisher which we created earlier from the lookup and version number as 1.0.0.0 and Description of the solution, like what is this solution about and its purpose and click on Save button as shown in the below figure.

Step 7:

Once in the Step 6 , if the user clicks on Save button / Save and Close button, user will be navigated to Solutions window and where newly created solution will be present with package type as unmanaged and publish solution by clicking on Publish all Customizations Button as shown below.

(2) Creation of Publisher through Power Apps Maker Portal

Step 1:

Go to make.powerapps.com and login with your user name and password and select your environment as shown below.

Step 2:

Navigate to Solutions as shown in the below screen and select new solution,you should see a quick create form for solutions will be shown.

Step 3 :

In New Solution quick create form , provide Display Name and Name [which will be auto populated by default based on name ,but can be editable],select Publisher dropdown and select  publisher which we created earlier as shown below . Please refer to my last blog to know how to create a publisher in Dynamics 365 CRM Using Classic Mode and Power Apps Maker Portal. And give   as 1.0.0.0 ,fill Description and by default package type will be unmanaged  and click on Create button as shown below.

Step 4:

On Click on Create, a new solution with package type as unmanaged will be created as shown below.

Step 5 :

Click on publish all customizations button , your new solution is ready to use as shown below.

Figure 2.5

References : https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/solutions-overview

Conclusion :

In this way we can create a solution, using either Classic way of interface in Dynamics 365 and using Power Apps Maker portal.

Back to Basics #4 : How to create a Publisher in Dynamics 365 CRM classic mode and with Power Apps Maker Portal

Introduction: In Dynamics 365 , a solution publisher is used to identify its creator and used to uniquely identify the customizations that were done by individual from out of box default publishers that comes from product. And we are going to see about how to create a publisher in Dynamics CRM using classic mode and through Power Apps Maker Poral.

Let us see how to create a publisher in 2 ways

  1. Classic Way
  2. Power Apps Maker Portal [make.powerapps.com]

With Classic interface of Dynamics CRM, by following below steps we can create a publisher.

Step 1 :

Login to the trial / D365 CRM Environment by giving username and password, if you want to know about how to create a trial environment you can refer to my earlier blogs and as shown below and click on gear Icon

Step 2 :

After selection of gear icon , click on Advanced settings as shown below

Step 3 :

Upon selection of Advanced settings , user will be navigated to Settings page, and in settings page select Customizations as shown below

Step 4 :

User will be navigated to Customization’s page and in customizations page select Publishers as shown below

Step 5 :

Upon selection of Publishers, user will be navigated to publishers main view page , and select new publisher as shown below

Step 6 :

Once user clicks on New button as shown in above step 5, a new pop up window will be shown as shown below

Step 7 :

In the new publisher window, under General Tab provide mandatory fields Display Name, Name and Description and prefix of your choice and click on save and close as shown below.

Note: Name and prefix gets auto populated, they can be changed.

Step 8 :

Once user clicks on create save and close button as mentioned in step 7, user will be navigated to Publisher Main view in my case this is the default view, it varies with environment to environment and above created publisher will be listed in the list of publishers as shown below. And don’t forget to publish all customizations by clicking on Publish

(2) Creation of Publisher through Power Apps Maker Portal

Step 1 :

Go to make.powerapps.com and login with your user name and password  and select your environment as shown below

Step 2 :

Navigate to Solutions as shown in the below screen and select new solution,you should see a quick create form for solutions will be shown

Step 3 :

In New Solution quick create form , select publisher dropdown and select on + Publisher option as shown below

Step 4 :

On Click on Publisher, a new quick create Publisher form will be shown to user, fill the details under properties tab as shown below

Step 5 :

Under Contact tab fill the details that you required and click on save as shown below

Step 6:

After click on save, user will be navigated to new solution window and if we expand publisher drop down, we could see our demo publisher created as shown below

Conclusion :

In this way we can create a publisher to uniquely identify our own changes from out of box product default publishers.

Back to Basics # 3 : How to Create an App in D365 CRM

Introduction: With the introduction of Unified interface in Dynamics CRM , we have option of creating an app in D365 CRM with our custom entities and site maps and forms ,views,charts and Dashboards.

Following are various steps to implement.

Step 1 :

Login to D365 crm environment /trial environment, if you want to know about how to create a trial environment, please refer to my previous log Back to Basics #1 and to the right of the page a gear icon will be present , click on it  and select   Advanced Settings as shown below

Step 2:

Now click on settings tab and look for apps, select on apps screen should look like below.

Step 3 :

User will be navigated to Apps screen as shown below and click on +create new App from the right side of the window as shown below.

Step 4 :

User will be navigated to below screen on click of new app button in previous step and provide name and description and icon and click on Done Button.

Step 5 :

Once on click on Done,  below screen will be shown and we have to add entities to the newly created app. To do this observe in the right side of page under Components tab, under Artifacts section -> Entities  as shown below

Step 6:

Now click on entities and select required entities that you like below and click on save

Step 7:

Now click on Dashboards under components and select required dashboards as shown below and click on save

Step 8:

Now Click on all components that are present under Entity Assets like forms ,Views ,Charts, Dashboards select the required components that you required and click on publish as shown below

Step 9 :

In the app designer , under Site Map click on pencil icon beside text Site Map as shown below and after that you could see 3 components in the right side Area, Group and Subarea. Select each component and specify Names for each of the component as

Step 10:

Select Contact Area as created above and select on Add New Group and give name as Contact Group and click on save as shown below

Step 11:

Now Click on Contact Sub Area and again click on + Add Button at the top and you should see right side under sub area and provide type – Entity and Entity as Contact for example and click on save and publish you should see new sub area for Contact should be created as shown below

Step 12:

Now click on publish and navigate to apps section [Click on gear icon-> Advance settings-> Settings -> Apps and you could see our newly created app will appear as shown below.

Step 13:

Now click on Demo App and you should navigate to the following Demo App in Unified interface and observe our selected entity Contact and Area at the lower side of Demo App you should see sitemap for Contact as shown below

Step 14:

You can find the created above app in Default solution under Modern Driven Apps as shown in below diagram

Conclusion:

In this way we can easily create app in D365 CRM Environment without writing any code.

Back to Basics #2 : How to Add Sales App to D365 CRM Environment

Introduction:

After creation of CRM environment, to add Sales App to D365 CRM Environment follow below process

Step 1 :

Login to https://admin.powerplatform.microsoft.com/ with your CRM Environment credentials as shown below.

Step 2 :

In the right hand side , expand Resources tab and select Dynamics 365 apps as shown below

Step 3 :

Once we click on Dynamics 365 Apps, page will be navigated to https://admin.powerplatform.microsoft.com/resources/applications ,in this page select Dynamics 365 for Sales, Enterprise Edition App   and click on 3 dots […] and you can see install option, click on it as shown below

Step 4:

Once install option is selected, a screen will be opened like quick view right side of the page , in that select environment which you would like to install sales app, as an example an environment will be selected and select check box I agree to the terms of service and click on install as shown below

Step 5:

Once click on install, one can see installing progress it will take some time to spin up the app as shown in the below screen

Step 6 :

After some time, we can observe respective Sales app will be shown as installed as shown below screen shot

Step 7:

Now open your environment and go to apps. As shown below you should see sales application as list of apps.

Note: In case of CRM Trial Environment, all the modules will be present by default.

Conclusion: In this way, we can add sales app to D365 CRM to CRM Environment.

Back to Basics # 1 : How to set up a Dynamics 365 / Power platform Trials

Introduction

In order to learn and observe new features that are present in Dynamics CRM it is important to spin a trial instance every now and then, in this blog I am going to guide step by step process to Create a new crm trial instance.

Implementation

1)Go to https://trials.dynamics.com/, and select whatever the modules that are required to explore, here I have selected Customer Service as shown below.

2)As shown below Click on Sign up here or give your work email or password. Here I chose Sign up here hyperlink as shown below.

3)Once we click on sign up a new popup window will come there select No, Continue Signing up as shown in below diagram.

4)Once you click on no, continue signing then it will navigate to another new window as show in below diagram and provide personal email address in step 1 under let’s set up your account and click on next.

5)After entering your personal email address and click on next you see a set up account as shown in the below screenshot.

6)Click on Setup Account and fill all the details as shown in the below screenshot and click on next as shown in the below screenshot.

7)Once you click on next, under step 2 tell us about yourself provide your mobile number and select either text or call me option, here I chose text me option and click on Send Verification code button as shown below.

8)Enter verification code and click on verify as shown in below screenshot.

9)After successful verification navigation will go to next point 3 Create your business identity and provide name and see for availability, if domain is available then next button will be highlighted as shown below.

10)Once click on next, now create user Id and password to sign in to your account as shown below and select check box and click on Signup button

11)If everything works fine you should see username gets created for the selected user id in the step 10 as shown below and click on Get Started button.

12)Give the username and password as shown below and click on submit. It will take some time to setup trial environment background.

13)We will be navigated to https://admin.powerplatform.microsoft.com/environments and you could see few default environments will be created as shown below.

14)If we need to create a new environment , click on + button in https://admin.powerplatform.microsoft.com/environments , if it don’t login, then login with the user name and password that is used while creation of Trial instance as shown below

15)Once click on + button, quick view at the right side will be opened with New Environment provide name, Type as Trial[Subscription-based]and Region and click on next

16)Add Data base window will be shown in the below screenshot and click on save it.

17)It will take some time to create a new environment at the background and you can refresh, and you can see Environment state as ready, which infers environment is ready.

18)Select the above newly created environment bootcamppower and select either open environment at the top or select … and select open environment as shown in below figure.

19)After selection of open environment button user will be re-directed to crm instance that is created in point number 18.

Conclusion

In few minutes, a trial instance can be created and ready to be used by new users or developers, partners.

BPF Stages Tracking Time

Introduction

 For a selected project record in Project Service Automation, if the customer needs to find the details of the time spent in a stage during the stage process of BPF, we can achieve this with the help of an Out-of-Box Workflow and a custom entity, roll up fields and calculated fields. 

Implementation

 To implement this solution, we use:

  • Custom Entity to store Stage Entry, Stage Exit, Duration, Project, Primary Name all as roll up fields.
  • Calculated Fields[Duration]
  • OOB Workflow
  1. Spin up a trial instance with the PSA module [https://trials.dynamics.com]. 
  2. Create a custom Entity ProjectStageTracker with the following fields and datatypes

3.Fields to be created with the following data types

4.Duration Field to be created as calculated Field as shown in the below screenshot

5.And Click on Edit for Duration Field and give criteria as follows 

6.Keep all the above fields in a Form in the newly created entity as shown below

7.Create an OOB realtime Workflow on BPF Entity Project Stages, as shown below:

8.for process changes, select the field, as shown below

9.And Add Step – Select Create and select Custom Entity Project Stage Tracker and set properties as shown below

10.Now Activate this workflow, select a project record, and change a stage and observe a record gets created in the custom entity, as shown in the below records:

Note :We can also do the above implementation with a Background workflow along with a wait condition:

  1. Calculated & Roll Up Fields: https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/calculated-rollup-attributes
  2. Workflow: https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/workflow-processes

Conclusion

 In this way, with the help of Out-of-Box Features in CRM, we can achieve this functionality with zero-code/no-code solution.