Archives

Archives / 2018 / February
  • Auto Numbering in D365 V9.0

    Auto Numbering in Dynamics 365 v9.0 provides the users with the procedure of managing Auto number attributes. The release supports only creating and managing the auto numbers through SDK.

    Process to Configure AutoNumber Manager:

    Extract that downloaded file and Open XrmToolBox Application.

    After following the series of steps prompted by the application, you will be directed to the following page.

    Click New Attribute button for the fields to get enabled to the right side.

    Set all attributes based on your requirement.

    • Logical Name: This can be entered only for new attribute, which is prefix with publisher of the Solution.
    • Display Name: This field contains the display name of the field.
    • Description: This field contains description of the field.
    • Maximum Length: This contains the max length of the field.
    • Language Id: This is the pre-populated Id based on the current user content.
    • Number Format: The number format contain any text or characters, and must contain one placeholder for sequence number. This format contains one or more placeholders for random string and date/time string.
    • Seed: It defines the sequence number.
    • Sample Number: It defines sample of the generated auto number.

    After entering all details, then click Create button.

    By clicking Create button, it will generate a confirmation message then click OK.

    Go to your CRM.

    • Open Solution -> Entity ->Form (Which is mention in XrmToolBox application). Select the attribute placed on your form.

    • Click Save and publish it.
    • Now see the below screen shot. Auto Generate field (Product Test) ready to use.

  • Sub Grid Controls in Dynamics 365-V9.0

    The latest version of Dynamics 365, i.e., v9.0 has brought some interesting features such as sub grid controls which enables the user to change the sub grid color, reduce white spacing, etc. In this blog, we will explore these new features. 

    Sub Grid Controls Section in Dynamics 365 V9.0:

    The new look and feel of the sub grid controls in Dynamics 365 v9.0 has improved user experience with new form design, tabs and persistent spacing.

    • Sub grids header color
    • Bounding boxes that describe the boundaries of sub grids
    • Configuration of data source views, charting options, row span and so forth

    This design objective is to reduce and even exclude the extra space gets added because of which form may look cluttered as shown below.

    Now let’s see how we can change the panel color on the display of sub grid.

    Navigate to the Contact-> open contact form-> open Form Editor.

    • The colors of the sub-grid can be customized by clicking on the set properties on sub grid controls.
    • Check the box titled “Display” on label form and edit the panel header color. User can specify the Hex color value to the text box which will be applied to the sub grid header.
    • Click on save and publish buttons on the form editor.

    The changes will reflect once the user refreshes the form.

  • Label Wrapping in Dynamics 365 - V9.0

    The latest version Dynamics 365-v9.0 has brought many interesting features especially, in the UI section.

    Label wrapping is one of the most fascinating features added to D365 v9.0 for longer field labels. In older versions there’s always been an issue for displaying the full text in the labels. However, in the newer versions there has been a great enhancement where there is a new system wide setting for text wrap that Admin can enable or disable.

     

    If under system settings, it is selected as “No” then text wrapping is not enabled, i.e., only a limited portion of the label text is displayed.

    If the setting is set as “Yes” then the entire label text is displayed.

  • Editable Grid on D365 Dashboards using Super Grid

    Editable Grid in D365 is a very productive feature allowing you to edit the Home Grid and Sub Grid on the fly saving tons of your time and effort. Unfortunately, Editable Grid in D365 is not configurable on Dashboards limiting its capability. Dashboards form an important tool for business owners to get an overview of different departmental progress based on which necessary actions will be initiated. MTC’s Super Grid add-on for D365 rightly addresses this issue making your usage of Dashboards more user-friendly and effortless.

    Super Grid add-on is available on Microsoft AppSource and MTC’s websites (www.mtccrm.com/products and www.dynamicsexchange.com) and does everything that Editable Grid feature in D365 does. Let’s see how Super Grid works on D365 Dashboards.

    Configuring Editable Grid on D365 Dashboards Using Super Grid

    This is a one-time activity and involves the following steps.

    1. Go to D365 àSettings àCustomizations

           2. Click on Customize the System

              3. You will be directed to a window with Solution Information and Components. Under Components, select “Dashboards.” From the list of Dashboards on the right view pane, select the Dashboard on w which you want to configure Editable Grid. For instance, let’s select “Sales Activity Dashboard.”

               4. Double click and open Sales Activity Dashboard.

               5. Click on Web Resource as highlighted below. Web Resource window pops up.

               6. Add ‘mtc_/Edit Grid/CustomGridPage.html’ in the web resource field with the help of look up.

               7. Enter web resource name and click OK.

               8. Save and publish the web resource.

               9. The control is directly moved to the Dashboard. You can adjust the size of the display as per your choice.

             10. Click on the Settings icon. The Form settings window appears. It has 3 tabs namely Entities, Events and Advance Settings.

             11. Under Entities tab, select entity of your choice. Here for example let’s consider Account and set the view as My Active Accounts.

            12. Under Events, Add Web Resource and select the appropriate event (On Load, On Save, On Add Row, On Change and On Save Complete) from the drop down. 

               13. Under Advance Settings, you can select options such as Auto Save, CRM Required Fields, Filter Attributes, etc. (Note: If Filter by Attributes are checked, only the Attributes pertaining to Select Views under Entities are displayed for Required Fields. If not selected then all the Attributes of the entities are displayed for Required Fields)

                14. For Grouping Columns, Is Group able checkbox has to be checked.

                15. Select Enable Sub Grid to Parent-Child relation entity.

                16. Finally, click Save & Close.

                17. Editable Grid on Sales Activity Dashboard using Super Grid.

    To get Editable Grid configured on your D365 Dashboards today, please contact us at salesteam@mtccrm.com

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