Integration - Create a lead in CRM via a web service in 10 minutes

January 13, 2018, 1:22 am

≫ Next: Getting Error on AIF Web service enabling for custom class in Ax 2012

≪ Previous: Display Name vs Label Name in MS CRM (Functional)

CRM (Microsoft Dynamics Online – not AX CRM) has an SDK which you could use to integrate to. It can been overwhelming sometimes. So, I decided to use Flow to do the communication for me (HTTP Request > Dynamics). Took me 10 minutes from start to finish.

I didn’t have to learn the CRM SDK or figure out how to do authentication etc. I wanted to send a simple json message like this.

{
     "Email": "munib@fakeemail.com",
     "FirstName": "Munib",
     "LastName": "Ahmed",
     "Topic": "Health"
}

Go to Flow and create a new HTTP request. Click on “Use sample payload to generate schema” and enter the above json message. It will generate a schema as per below screenshot. Take note of the HTTP POST URL that has been generated. We will use that later to send the message to.

In the Actions select Dynamics > “Create a new record”. Select Leads as the entity name. Map the fields and you are done.

Now we just need to send a message to Flow using the URL. It doesn’t matter what tool you use to send a message. Below I used AX2012 (just because I had this job from a previous blog post I did).

Go to Flow Run history to see what has happened. Notice in the output – it looks like the message we sent.

We see the same in the creation. The mapping has worked.

Final result in CRM is the lead created. All my mapped fields look fine.

A word of caution. This is not a production ready solution. As you should consider security and your end to end architecture.

I did this as a proof of concept and wanted to show the power of Flow. Allowing me to integrate to another system that I didn’t have much knowledge of.

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Getting Error on AIF Web service enabling for custom class in Ax 2012

January 13, 2018, 2:51 am

≫ Next: Indent X++ Code using D365FO Ninja DevTools

≪ Previous: Integration - Create a lead in CRM via a web service in 10 minutes

Problem
I am Getting below Errors on AIF Web service enabling for custom class in Ax 2012.

1.Application pool 'MicrosoftDynamicsAXAif60' is being automatically disabled due to a series of failures in the process(es) serving that application pool.

2.
There was an error during processing of the managed application service auto-start for configuration path: 'MACHINE/WEBROOT/APPHOST/Default Web Site/MicrosoftDynamicsAXAif60'. The error message returned is: 'An initialization error occurred while trying to preload an application.

Exception: System.Configuration.ConfigurationErrorsException

Message: Duplicate type with name 'Dynamics.Ax.Application.NewItem' in assembly 'Dynamics.Ax.Application, Version=6.3.1000.309, Culture=neutral, PublicKeyToken=null'.

StackTrace: at System.Web.Configuration.CompilationSection.LoadAssemblyHelper(String assemblyName, Boolean starDirective)
at System.Web.Configuration.CompilationSection.LoadAllAssembliesFromAppDomainBinDirectory()
at System.Web.Configuration.AssemblyInfo.get_AssemblyInternal()
at System.Web.Compilation.BuildManager.GetReferencedAssemblies(CompilationSection compConfig)
at System.Web.Compilation.BuildManager.CallPreStartInitMethods(String preStartInitListPath, Boolean& isRefAssemblyLoaded)
at System.Web.Compilation.BuildManager.ExecutePreAppStart()
at System.Web.Hosting.HostingEnvironment.Initialize(ApplicationManager appManager, IApplicationHost appHost, IConfigMapPathFactory configMapPathFactory, HostingEnvironmentParameters hostingParameters, PolicyLevel policyLevel, Exception appDomainCreationException)

InnerException: System.BadImageFormatException

Message: Duplicate type with name 'Dynamics.Ax.Application.NewItem' in assembly 'Dynamics.Ax.Application, Version=6.3.1000.309, Culture=neutral, PublicKeyToken=null'.

StackTrace: at System.Reflection.RuntimeAssembly._nLoad(AssemblyName fileName, String codeBase, Evidence assemblySecurity, RuntimeAssembly locationHint, StackCrawlMark& stackMark, IntPtr pPrivHostBinder, Boolean throwOnFileNotFound, Boolean forIntrospection, Boolean suppressSecurityChecks)
at System.Reflection.RuntimeAssembly.InternalLoadAssemblyName(AssemblyName assemblyRef, Evidence assemblySecurity, RuntimeAssembly reqAssembly, StackCrawlMark& stackMark, IntPtr pPrivHostBinder, Boolean throwOnFileNotFound, Boolean forIntrospection, Boolean suppressSecurityChecks)
at System.Reflection.RuntimeAssembly.InternalLoad(String assemblyString, Evidence assemblySecurity, StackCrawlMark& stackMark, IntPtr pPrivHostBinder, Boolean forIntrospection)
at System.Reflection.RuntimeAssembly.InternalLoad(String assemblyString, Evidence assemblySecurity, StackCrawlMark& stackMark, Boolean forIntrospection)
at System.Reflection.Assembly.Load(String assemblyString)
at System.Web.Configuration.CompilationSection.LoadAssemblyHelper(String assemblyName, Boolean starDirective)'. The worker process will be marked unhealthy and be shutdown. The data field contains the error code.

Solution:After struggling a lot I found solution for this which I am sharing here to help you and save your time.

Following steps I did to resolve this issues.

1.Stop AOS,
2.Truncate table SYSXPPAssembly,
3.delete folder xppil form Bin folder
C:\Program Files\Microsoft Dynamics AX\60\Server\AX_60_Dynamics_TEST\Bin\
4.Run AOS services,
5.Axbuild, and full compile full cil
6.the problem cause the dll and net module not refresh delete all file in C:\Program Files\Microsoft Dynamics AX\60\AifWebServices\Bin
7.Enable customized port in ax again
Now problem resolved enjoy and happy daxing.

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Indent X++ Code using D365FO Ninja DevTools

January 12, 2018, 5:14 pm

≫ Next: Introduction about interactive hub in Microsoft Dynamics CRM

≪ Previous: Getting Error on AIF Web service enabling for custom class in Ax 2012

Continuing my journey in bringing cool features to the X++ Developers community, and this time with code indentation. I just automated with a shortcut what I posted in A Simple way to indent code in...(read more)

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Introduction about interactive hub in Microsoft Dynamics CRM

January 13, 2018, 6:11 am

≫ Next: Plugins Error handling and display on MS Dynamics CRM screen

≪ Previous: Indent X++ Code using D365FO Ninja DevTools

Interactive hub is an interface for service support team which mainly constructed in two parts – Tier 1 – Tier 1 users can see real time Multi stream dashboard. Multi stream shows data based...(read more)

↧

Plugins Error handling and display on MS Dynamics CRM screen

January 13, 2018, 6:18 am

≫ Next: Fetch based MS Dynamics CRM Report

≪ Previous: Introduction about interactive hub in Microsoft Dynamics CRM

It’s very confusing situation for a Dynamics CRM plugin developer to identify errors without debug code. In this article we will dig it in detailed. Display error message on CRM UI: InvalidPluginExecutionException...(read more)

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Fetch based MS Dynamics CRM Report

January 13, 2018, 6:25 am

≫ Next: Office Integration Microsoft Word Integration

≪ Previous: Plugins Error handling and display on MS Dynamics CRM screen

If you are familiar with Microsoft Dynamics CRM, you must be aware with fetchXML query. It’s one type of query language supported by Microsoft dynamics CRM and natively render in C# expresses. Fetch...(read more)

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Office Integration Microsoft Word Integration

January 13, 2018, 6:49 am

≫ Next: Customization of Site Map in Microsoft dynamics CRM

≪ Previous: Fetch based MS Dynamics CRM Report

It’s a valuable feature to use Word document in Microsoft Dynamics CRM. Earlier this feature is available only for reports but now can be used in every entities and which is very handy even for non...(read more)

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Customization of Site Map in Microsoft dynamics CRM

January 13, 2018, 6:56 am

≫ Next: Get lookup value from other entity and set it on the form using Web API in Microsoft Dynamics CRM

≪ Previous: Office Integration Microsoft Word Integration

Top navigation in Microsoft Dynamics CRM is described by Site Map. To edit site map, first export site map and make modification and again upload in CRM. It’s a best practice to create new solution...(read more)

↧

Get lookup value from other entity and set it on the form using Web API in Microsoft Dynamics CRM

January 13, 2018, 7:09 am

≫ Next: Internet Facing Deployment (IFD)

≪ Previous: Customization of Site Map in Microsoft dynamics CRM

In this blog i am going to show you , how you can retrieve a lookup value from other entity in CRM using web api and set it on the form. let see how its done here: function yourFunctionName() { var...(read more)

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Internet Facing Deployment (IFD)

January 13, 2018, 8:08 am

≫ Next: How to set PartyList in Microsoft Dynamics CRM using Javascript

≪ Previous: Get lookup value from other entity and set it on the form using Web API in Microsoft Dynamics CRM

Internet Facing Deployment required to enable claim based authentication for Dynamics CRM users. User can use windows authentication to login in Microsoft Dynamics CRM, claim based authentication provides...(read more)

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How to set PartyList in Microsoft Dynamics CRM using Javascript

January 13, 2018, 8:09 am

≫ Next: List hotfixes using PowerShell in D365FO (AX7)

≪ Previous: Internet Facing Deployment (IFD)

Let make it a smallest blog possible. below code i have been using without any issue when it comes to setting a partylist or multi lookup in CRM. In the below code i am retrieving the contact id or the...(read more)

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List hotfixes using PowerShell in D365FO (AX7)

January 13, 2018, 9:09 am

≫ Next: RIP SDK – Dynamics CRM 365 v9

≪ Previous: How to set PartyList in Microsoft Dynamics CRM using Javascript

You probably already know that you can open Visual Studio and from the "Dynamics 365" menu, under "Addins" and "Apply Hotfix", you will find a grid that lists all the hotfixes installed on your environment. The list can be copied and pasted into Excel if you need a better view and you need to filter and search the list. It works, but it could be a bit easier.

In this post I will share a neat function you can use to list installed hotfixes using PowerShell. It inspired by the post from Microsoft Support (Thomas Treen), and I got some help by some of my fellow MVPs to get inspired (shout out to Martin Draab and Lane Swenka).

The function is as follows:

function Get-HotfixList()
{
    # Find the correct Package Local Directory (PLD)
    $pldPath = "\AOSService\PackagesLocalDirectory"
    $packageDirectory = "{0}:$pldPath" -f ('J','K')[$(Test-Path $("K:$pldPath"))]  

    [array]$Updates = @()

    # Get all updates XML
    foreach ($packagefile in Get-ChildItem $packageDirectory\*\*\AxUpdate\*.xml)
    {
        [xml]$xml = Get-Content $packagefile                         
        [string]$KBs = $xml.AxUpdate.KBNumbers.string

        # One package may refer many KBs
        foreach ($KB in $KBs -split " ")
        {
            [string]$package = $xml.AxUpdate.Name
            $moduleFolder = $packagefile.Directory.Parent

            $Updates += [PSCustomObject]@{
                Module = $moduleFolder.Parent
                Model = $moduleFolder
                KB = $KB
                Package = $package
                Folder = $moduleFolder.FullName
            }
        }
    }
    return $Updates
}

With this function, you can list out the hotfixes to a resizable, sortable and searchable grid like this:

Get-HotfixList | Out-GridView

You can list out the hotfixes into a long string where each KB number is separated by a space. Then copy this string into LCS when searching for KBs you want to use in a Hotfix Bundle.

$list = Get-HotfixList | select KB | sort KB
$list = [string]::Join(" ", $list.KB)
$list

Obviously you can use the function to quickly search for a specific hotfix.

Get-HotfixList | where {$_.KB -eq "4055564"}

And one final example, when installing a hotfix bundle, one of the steps are to compile the modules patched, and while you can do a full compile of all modules in the application, you could also just compile only the ones patched. To create a distinct list of modules, run the following statement.

Get-HotfixList | select module | sort module | Get-Unique -AsString

A quick note on the Package Local Directory (PLD) path. In my script I shift between K and J drive. I have only used this script on VMs in the cloud. If you need to run this where the PLD path is on some other drive, you will need to change that in the script.

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RIP SDK – Dynamics CRM 365 v9

January 13, 2018, 10:03 am

≫ Next: Microsoft Dynamics CRM Action Process

≪ Previous: List hotfixes using PowerShell in D365FO (AX7)

As per the recent communication from Microsoft, Microsoft Dynamics CRM SDK will not be available on Microsoft downloads. If you are working on Dynamics 365 v9, well you have to download every component...(read more)

↧

Microsoft Dynamics CRM Action Process

January 13, 2018, 11:38 am

≫ Next: ForNAV la nostra soluzione per i reports con Dynamics NAV

≪ Previous: RIP SDK – Dynamics CRM 365 v9

Action as per name action process is used to extend Microsoft Dynamics CRM functionality. It contains business rule which is hooked to system events. Actions can be global and local to solution and targeted...(read more)

↧

ForNAV la nostra soluzione per i reports con Dynamics NAV

January 13, 2018, 2:00 pm

≫ Next: XperiDo trial – displaying related records in your documents

≪ Previous: Microsoft Dynamics CRM Action Process

ForNAV la nostra soluzione per i reports con Dynamics NAV

ForNAV (Reports Made Easy)

Avevo già parlato tempo fa di questa soluzione: (vedi questo vecchio post “Are reports a barrier to your upgrade projects? …run classic reports on RDLC platforms with ForNAV”

https://robertostefanettinavblog.com/2015/08/12/are-reports-a-barrier-to-your-upgrade-projects-run-classic-reports-on-rdlc-platforms-with-fornav/

http://www.fornav.com/

ForNAV IERI

Perché ho iniziato a guardarlo?

Perché?… perché molte personeutenticlientipartner del nostro grippo avevano chiesto una soluzione per permettere di convertire i report creati su NAV Classico ed utilizzarli con le nuove versioni di NAV (da NAV 2009 RDLC in su…).. alcuni prospect mi hanno segnalato criticità nel passaggio da vecchie versioni di NAV da classico su report RDLC … condivido la cosa.. in quanto RDLC è ottimo per i report LISTA ma debole per i reports documento (se lo paragoniamo a RDL usato con report builder su SQL Server).

In passato ho testato altri strumenti (di conversione), ho trovato sempre delle buone soluzioni ma che operativamente necessitano di troppi interventi dei tecnici; ForNAV invece pur essendo molto potente è anche molto semplice da utilizzare, in poco tempo si riesce a padroneggiare lo strumento,

All’inizio mi sono iscritto come Beta Tester sulla versione 1.0, ho seguito l’uscita della prima versione e segnalato qualche suggerimento, una volta testato il prodotto finale ci siamo registrati come partner (il primo in Italia), attualmente lo rivendiamo sia a nostri clienti che anche a clienti di altri partner.

Riguardo alla Conversione di Reports (motivo per cui era nato)

Sono molto soddisfatto del prodotto, secondo la mia opinione la conversione dei report è soddisfacente, se qualcosa non fuinziona non è imputabile al prodotto, ma a come è stato fatto il report stesso; alcune volte occorre ripensarlo perché creato in logica clientserver magari mischiano funzioni process e layout, la maggior parte delle volte invece tutto funziona correttamente al promo colpo.

La Tecnologia

In pratica il sistema lavora proponendo le stesse funzionalità esistenti della versione classica di NAV (..esempio transheader, transfooter etc.) arricchendola con .NET , JSCRIPT integration, più barcode nativo etc.., è stato creato da chi in pratica ha creato il C/AL in NAV .. e quindi ha una conoscenza completa di come funzionava il vecchio report editor.

Caratteristiche di ForNAV

Report Converter

Veloce e conveniente

Conversione automatica 1: 1

Supporto PDF esteso Supporto per Word, Excel e output XML

Nessuna modifica agli oggetti nel database

Non richiede alcuna installazione sui client

File di log

Supporto per Microsoft Dynamics NAV 2013 R2 2013, 2015, 2016, 2017, 2018

Esecuzione rapida di report sul server

ForNAV Converter converte il report “classico” in maniera facile e veloce

Il convertitore ForNAV consente ai Reports sviluppati per Microsoft Dynamics NAV 5.0 e NAV 2009 di funzionare anche su Microsoft Dynamics NAV 2013 e versioni successive.

… MA ORA?

ForNAV OGGI

E’ un prodotto completo (report converter + report designer)

Oggi il prodotto è completo e lo possiamo considerare uno strumento integrato utile sia per convertire i reports di NAV dalle vecchie versioni, sia per crearne di nuovi in modo semplice. L’integrazione con i report RDLC lo rende veramente completo.

Funzionalità di ForNAV

“Our Reports ForNAV Designer is an easy-to-use tool for creating and modifying reports for Microsoft Dynamics NAV. If you are familiar with the C/SIDE reporting tool, you can start working with the Reports ForNAV Designer instantly. We provide an enhanced user experience, with a helpful visual environment and easy drag-and-drop functionality.

As well as supporting everything, you are familiar with from C/SIDE – such as headers, footers, transport of subtotals, group totals, special forms like package slips, invoices with payment information, and payment slips – the features in the Reports ForNAV Designer include:

Editing the dataset, including columns – you can do this in the ForNAV Designer or in C/SIDE

Easily creating new reports, including templates and other tools for enhancing productivity

Extended PDF support

Support for Microsoft Word, Excel, and XML output

Barcode/QR code, table and graphic controls

Support for JavaScript

Conversion and editing of RDLC reports

Preview with or without a request page, and with live data

Saving designs in custom layouts or report objects

Much more…..

Report Converter

Report Designer

Nuove Funzionalità della versione 3.0

New standard reports

One of the main features in Reports ForNAV 3.0 is a set of standard document reports. These reports are brand new, and designed and optimized for ForNAV.

With these new standard reports, we are making it easy for customers and consultants to modify reports, and we are enhancing the look-and-feel of reports.

ForNAV Converter

In ForNAV 3.0, the ForNAV Converter includes the following new improvements:

Option to set the codepage in the Converter

Improved and simplified dialogue

Many other minor improvements

ForNAV Designer

In ForNAV 3.0, the ForNAV Designer includes the following new improvements:

Report Gallery with a selection of templates for new reports and standard reports

Prepending and appending PDF files to a ForNAV report

New auto-fit property on table rows (automatically reduces the font size until the captions all fit in the row)

Improved watermark functionality

Improved CmdLet support, incl. export and import of Captions for localization

Improved RDLC conversion

Barcodes in vector graphics format, barcode size can be fixed using the Auto Module property and the barcode can now be aligned within the control box

Support for larger embedded PDFs

Improved Excel integration

Many other minor improvements

VIDEO

What’s New in ForNAV 3.0 – Webinar September 2017

https://www.youtube.com/watch?v=1ituPb9iEoE

Come creare nuovi reports in ForNAV

https://youtu.be/gfgVdYHZ0VI

How to build more advanced NAV reports – ForNAV Webinar February2017

https://www.youtube.com/watch?v=Kd-LFl5JlZs

Nostra pagina del prodotto su SEDP

Converti e Proteggi i tuoi Reports su Dynamics NAV – La Soluzione di Reporting per Microsoft Dynamics NAV

http://www.soluzioniedp.it/soluzioni/applicazioni-erp/6d5e3f9a2303d552819779ef26d0aa64/fornav-reports-made-easy/c59fc52fd83059b068a71ca05cca4ea7/

Soluzioni EDP arricchisce le sue Partnership, diventando Rivenditore Ufficiale per la soluzione ForNAV Reports made easy, la soluzione di reporting progettata e sviluppata per Microsoft Dynamics NAV.

ForNav permette di eseguire report personalizzati e realizzati in release Dynamics NAV antecedenti alla 2013, sulle nuove versioni di prodotto. Tutti i Reports personalizzati grazie a ForNav non avranno bisogno di riscritture e aggiornamenti, ma saranno eseguiti nella nuova release con notevole risparmio di tempo ed energia. Tenere aggiornata la propria soluzione gestionale e passare alle nuove release di prodotto diventa così meno oneroso e più semplice.

“ForNav: Converter. Simple. Fast. Accurate”

ForNAVè una società danese con decenni di esperienza di lavoro nel mondo Microsoft Dynamics NAV e Navision: “Report tradizionali stampati su carta, report in formato PDF che possono essere salvati o spediti via e-mail o report in formato PDF che sono semplicemente in anteprima sullo schermo. Quando si tratta di conversione, mantenere e sviluppare Report per Microsoft Dynamics NAV, noi siamo totalmente impegnati a fornire ai partner Microsoft Dynamics NAV e ai clienti l’esperienza più semplice e veloce possibile.” Il Team ForNav.

Team behind ForNAV – Michael & Jacob (DK)

https://www.youtube.com/watch?v=S2o_aswny4E

PROSSIMO VIDEO

“A breve nel mio canale YOUTUBE pubblicherò un video sull’utilizzo di ForNAV.”

Stay Tuned e buon utilizzo!

↧

XperiDo trial – displaying related records in your documents

January 13, 2018, 8:31 pm

≫ Next: Dynamics 365 Customer Engagement Deep Dive: Creating a Basic Jscript Form Function

≪ Previous: ForNAV la nostra soluzione per i reports con Dynamics NAV

One of the main problems with the out of the box word templates in Dynamics is that we can’t really use lists. Well, we can add a repeater, but we cannot sort those lists. And, if we cannot sort them,...(read more)

↧

Dynamics 365 Customer Engagement Deep Dive: Creating a Basic Jscript Form Function

January 14, 2018, 1:50 am

≫ Next: How to perfect your warehouse management with DynaRent

≪ Previous: XperiDo trial – displaying related records in your documents

This is an accompanying blog post to my YouTube video Dynamics 365 Customer Engagement Deep Dive: Creating a Basic Jscript Form Function , the first in a series that aims to provide tutorials on how to...(read more)

↧

How to perfect your warehouse management with DynaRent

January 14, 2018, 5:31 am

≫ Next: Dynamics 365 for Marketing - Initial Setup

≪ Previous: Dynamics 365 Customer Engagement Deep Dive: Creating a Basic Jscript Form Function

Are you unable to find your rental equipment in your warehouse, or are you unsure how to organize your deliveries and returns? The pressure is high and the demand of customers even higher. Furthermore it can be difficult to keep up with quickly changing requirements. DynaRent provides the setup and functionalities to make those problems a thing of the past! In addition you will have the ability to use warehouse management tools (WHS) to manage your warehouse. The capabilities extend to categorizing your items to follow a flow within the warehouse, as well as assigning specific work to workers.

You can use these WHS tools for many different things. Lets take a look at some of the most important functionalities.

Picking the items
Preparing them for transport
Consolidating orders for specific shipments
Planning work on plan boards
Tracking all the movements of items within the warehouse
Utilizing mobile devices to complete work

With DynaRent, you can use the graphical forms to plan these movements within the warehouse, assign them to workers, and monitor the progress of the work. The graphical forms will give you a clear overview. This saves time and increases the workflow.

Image: Warehouse management tools: Graphical forms to plan the movements within the warehouse.

Using DynaRent with the WHS functionalities will allow you to have a better grasp of the work within your warehouses. As a result you can easily plan deliveries and returns in your graphical plan boards and keep your inventory in check! This warehouse management tools will give you the tools to keep up with the demand, to smooth out the work process and reduce the workload.

At HiGH Software, we can help you to utilize these functionalities for your warehouses to perfect your warehouse management

Curious about our DynaRent Solution Suite? We’re more than happy to provide you with a tailored demonstration. Please contact us at info@highsoftware.com to discuss, or visit www.highsoftware.com and see what we’re up to!

↧

Dynamics 365 for Marketing - Initial Setup

January 14, 2018, 6:20 am

≫ Next: Get informed about the setup of new ledger accounts with MS Flow

≪ Previous: How to perfect your warehouse management with DynaRent

The Dynamics 365 for Marketing preview is available for testing. It’s definitely worth getting an instance up and running so that you can be ready for the up and coming release to move out of preview....(read more)

↧

Get informed about the setup of new ledger accounts with MS Flow

January 14, 2018, 7:24 am

≫ Next: From AppSource to Solutions to Dynamics 365 Apps

≪ Previous: Dynamics 365 for Marketing - Initial Setup

In this post I will show you how you can inform people about newly setup ledger accounts in D365FO. Even though Alerts and MS Flow triggers are currently not available for D365FO, you can make use of the...(read more)

↧

Image: Warehouse management tools: Graphical forms to plan the movements within the warehouse.

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