MB 901 Microsoft Dynamics 365 Fundamentals MB-901 certification

MB 901 Microsoft Dynamics 365 Fundamentals  MB-901MB 901 Certification \\

Which three unique user experiences are offered by Dynamics 365 Fraud Protection? Each

correct answer presents a complete solution.

A. Diagnose

B. Protect

C. Feedback

D. Evaluate

E. Analyze

F. Assign

Answer: A,B,D

Dynamics 365 - condition to check owner is team or user while send email

In dynamics 365 while sending emails on assigning Case or any other entity record  Required to send an email to user. here We may assign case to team initially and then to user manually . CRM may not send email to team . It can send email to user., so in work flow we need to check for the whether owner is team or user .

we can check using below condition as shown in below figure.

Multiple SLAs in Dynamics 365 for Work Order entity

Multiple SLAs in Dynamics 365 for Work Order Entity

This post will explain how to create multiple SLAs with SLA items

Requirment: Need to have 2 SLAs with different time lines and different conditions.

Solution: we can create 2 SLAs and only once can make default(only default SLA will effect on entity) , But we can acheieve this by adding two lookup fields to SLA KPI Instance entity.

Enitity: Work Order

ATE	SLA 1	SLA 2
CAT 1	2 Working days	3 Working days
CAT 2	2 Working days	4 Working days
CAT 3	2 Working days	5 Working days
CAT 4	2 Working days	8 Working days
CAT 5	2 Working days	14 Working days

Here we enable SLA on work order entity as shown below



and create 2 Look up fields to SLA KPI Instance entity

new Lookup 1 on work order entity for SLA1 (name it SLA1 for better understanding )

new Lookup field on work order entity for SLA2 (name it SLA2 for better understanding )

Now add SLA in ( Settings ==> Service Management ==> Service Level Aggrements)

On Applicable From  select on which Date field you need to apply SLA .

Now add SLA Items for SLA
for SLA 1 work order category : any category(CAT1,2,3,4,5) , Fail: 2 working days
Applicable on first assignment date contains data and category of any type(so not choosing any category)

SLA KPI is SLA1 we created previousely as SLA KPI Instance.

Add SLA Failure condition and Warning  Condition.

SLA 2:
Add SLA 2 item for  category 1 - failire time is 3 days

failure is 3 days means 9 hours X 3 which means 27 Hours (1.13 days)

If we set for 27 hours ,it will calculate set to 1.13 days automatically as below

Now test this.

Reading data from Microsoft Excel sheet using C#.net code

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Below code will help you to reading data rows from excel sheet and fetch data from CRM .

Reading data from Microsoft Excel sheet using C#.net code 

sample excel data

//Name space need to use
using Excel = Microsoft.Office.Interop.Excel;

public void ReadInvoiceFromExcelAndUpdate()
        {
            Excel.Application xlApp = new Excel.Application();
            Excel.Workbook xlWorkbook = xlApp.Workbooks.Open(@"C:\MyData\Sample.xlsx");
            try
            {
                AppLogger logger = new AppLogger();
                Excel.Worksheet xlWorksheet = (Excel.Worksheet)xlWorkbook.Sheets[1];
                Excel.Range xlRange = (Excel.Range)xlWorksheet.UsedRange;
                int rowCount = xlRange.Rows.Count;
                int colCount = xlRange.Columns.Count;
// Excel rows count will start form 1 , not from zero (0) ,  1 will be header
                for (int i = 2; i <= rowCount; i++)
                {
                    logger.LogInfo(i.ToString());


                    string invoieID = ((Excel.Range)xlWorksheet.Cells[i, 1]).Value;
                    if (invoieID != null)
                    {
                        UpdateInvoiceFromExcel(invoieID);
                    }
                }

            }
            catch (Exception ex)
            {
                string err = ex.Message;
            }
            finally
            {
                GC.Collect();
                GC.WaitForPendingFinalizers();


                xlWorkbook.Close();


                //quit and release
                xlApp.Quit();
            }

        }

//Fetch invoice data from CRM
public void UpdateInvoiceFromExcel(string invoiceID)
        {


            try
            {
                QueryExpression qe = new QueryExpression("invoice")
                {
                    ColumnSet = new ColumnSet("name", "statuscode", "statecode"),

                };

                qe.Criteria.AddCondition("invoicenumber", ConditionOperator.Equal, invoiceID);

                var result = _CrmService.RetrieveMultiple(qe);
                if (result.Entities != null && result.Entities.Count > 0)
                {
                    //result.Entities[0];

                    int invoiceStatusValue = result.Entities[0].GetAttributeValue<OptionSetValue>("statuscode").Value;
                    int invoiceStateValue = result.Entities[0].GetAttributeValue<OptionSetValue>("statecode").Value;
                    Guid _invoiceID = result.Entities[0].Id;
                    if (invoiceStatusValue == 100001 && invoiceStateValue == 2)
                    {
                        SetStateRequest request = new SetStateRequest()
                        {
                            EntityMoniker = new EntityReference
                            {
                                Id = _invoiceID,
                                LogicalName = "invoice",
                            },
                            State = new OptionSetValue(0),
                            Status = new OptionSetValue(1),
                        };

                        _CrmService.Execute(request);

                        // end set invoice active
                        //

                        //
                        Entity invoiceToUpdate = new Entity("invoice");
                        invoiceToUpdate.Id = result.Entities[0].Id;

                        invoiceToUpdate["new_issend"] = true; //has_issend //new_issend
                        _CrmService.Update(invoiceToUpdate);
                        //

                        // set back invoice status

                        SetStateRequest invocieRequest = new SetStateRequest()
                        {
                            EntityMoniker = new EntityReference
                            {
                                Id = _invoiceID,
                                LogicalName = "invoice",
                            },
                            State = new OptionSetValue(invoiceStateValue), // State = new OptionSetValue(2),
                            Status = new OptionSetValue(invoiceStatusValue), //Status = new OptionSetValue(100001),
                        };

                        _CrmService.Execute(invocieRequest);

                    }
                    else
                    {
                        Entity invoiceToUpdate = new Entity("invoice");
                        invoiceToUpdate.Id = _invoiceID;

                        invoiceToUpdate["new_issend"] = true;
                        _CrmService.Update(invoiceToUpdate);

                    }
                }
            }
            catch (Exception ex)
            {

                // log.Error(ex);
                //throw;
            }
        }

Dynamics 365 make invoice active and Paid using C#.net code or plugin

Dynamics 365 make invoice active and Paid using C#.net code or plugin


                foreach (var item in ERPInvoices.Entities)
                {
// Set active
                    SetStateRequest setStateRequest = new SetStateRequest()
                    {
                        EntityMoniker = new EntityReference
                        {
                            Id = new Guid(item["invoiceid"].ToString()),
                            LogicalName = "invoice",
                        },
                        State = new OptionSetValue(0),

                        Status = new OptionSetValue(1)

                    };
                    _CrmService.Execute(setStateRequest);

                  // Update the field

                    Entity invoiceToUpdate = new Entity("invoice");
                    invoiceToUpdate.Id = item.Id;
                    if (issendfullyerp)
                    {
                        invoiceToUpdate.Attributes["has_issendfullyerp"] = true;
                    }
                    if (issendpartiallyerp)
                    {
                        invoiceToUpdate.Attributes["has_issendpartiallyerp"] = true;
                    }
                    _CrmService.Update(invoiceToUpdate);
//set abck paid - to old status
                    SetStateRequest request = new SetStateRequest()
                    {
                        EntityMoniker = new EntityReference
                        {
                            Id = new Guid(item["invoiceid"].ToString()),
                            LogicalName = "invoice",
                        },
                        State = new OptionSetValue(2),
                        Status = new OptionSetValue(100001),
                    };

                    _CrmService.Execute(request);

}

Field Service WoodFord Resco Mobile App On save validation - Make mandatory

Field Service WoodFord Resco Mobile App On save validation - Make mandatory

Dnamics 365 field services WoordFord design - Make a field mandatory on save event.

make ATE Number mandatory on save event eventhough user not changed any data.

Normally if you open existing record on mobile app where one field should be madatory before proceed with save where same field is not mandatory or business required on CRM.

in this case we can follow below steps to make any field mandatory on save..

OnLoad Event
Open On Load event of form and keep condition you required - then update any field (modified on) so on save event will make sure field mandatory.

OnSave Event

to check the condition we should use Entity.FieldName  

Use error message insted of form.field name.error message

MS CRM get break duration time from business calendar

innerCalendar entitycollection  will have 2 entities
1 is business hours 
2nd one is break 

//with entity[1].attributes["duration"] will get break duration.


//temp code
                Entity BCalendar = GetCalendar(calendarGuid);

                EntityCollection calendarRules = BCalendar.GetAttributeValue<EntityCollection>(CalendarColumnNames.CalendarRules);
                var firstRulePattern = calendarRules[0].GetAttributeValue<string>(CalendarColumnNames.Pattern);

                Guid innerCalendarId = calendarRules[0].GetAttributeValue<EntityReference>(CalendarColumnNames.InnerCalendarId).Id;
                Entity innerCalendar = service.Retrieve(CalendarColumnNames.EntityName, innerCalendarId, new ColumnSet(true));
                EntityCollection innnerCalendarRule = innerCalendar.GetAttributeValue<EntityCollection>(CalendarColumnNames.CalendarRules);
                var duration = 0;
                var offset = 0;
                var BreakDuration = 0;
                BreakDuration = innerCalendar.GetAttributeValue<EntityCollection>(CalendarColumnNames.CalendarRules).Entities[1].GetAttributeValue<int>(CalendarColumnNames.Duration);
                duration = innerCalendar.GetAttributeValue<EntityCollection>(CalendarColumnNames.CalendarRules).Entities[0].GetAttributeValue<int>(CalendarColumnNames.Duration);
                offset = innerCalendar.GetAttributeValue<EntityCollection>(CalendarColumnNames.CalendarRules).Entities[0].GetAttributeValue<int>(CalendarColumnNames.Offset);
                // temp code