Author Archives: Ramon Tebar

Dynamics 365 Saturday Madrid memories

As I expected in my previous post, it was definitely a great event!

We really enjoyed our weekend in Madrid for the Dynamics 365 Saturday where 290 attendees came to the Microsoft’s offices.

There were plenty of interesting presentations and a fantastic atmosphere. We received very good feedback from our sessions and we felt everyone took something away.

I leave below some pictures with all speakers and another with  @marcoamoedo and @mtcantero during the Dynamics Quiz session , it was really good fun! 🙂

 

 

 

Dynamics Saturday Quiz is coming!

This Saturday there is a fantastic event happening: Dynamics Saturday 365 Madrid.

Dynamics Saturday Madrid 2018 - With Ruperta.png

Apparently it will be one of the biggest Dynamics 365 Saturdays events celebrated so far. Apart from Dynamics 365 Customer Engagement (CRM), this time there will also be presentations for Finance and Operations, and Business Central over 3 rooms. My session will be in Calcium room at 16:50, see below the schedule:Dynamics Saturday Madrid 2018 - Schedule.png

You may have noticed a small little pumpkin in the first picture, that is Ruperta. She is our special guest who will help us with the Quiz on Saturday 🙂 For those who don’t know her, Ruperta was part of one of the most famous TV game shows in Spain years ago (Un, dos, tres… responda otra vez), where the participants were also challenged with a quiz.

After the great feedback we received from our Summit EMEA Quiz in Dublin, we want to continue the show in Madrid, but this time in Spanish and with new questions 🙂

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.

And, very important…!

Thanks to the Dynamics 365 Saturday organisation, the first 3 winners will have a amazing award, so get ready and don’t miss it!

See you on Saturday!

 

 

Summit EMEA 2018 Dublin memories

Time flies and it is already weeks since the Summit EMEA conference in Dublin last month. It was definitely a great event and I really enjoyed meeting the community and exchanging experiences.

Apart from the Quiz session I already mentioned in my previous post:

Summit EMEA 2018 Dublin - Quiz rules

I also had the opportunity to collaborate in other 2 presentations, which were fun. One of them was with Microsoft, where we talk about Dynamics and Digital Transformation happening at Investec. They found interesting some of the changes we are currently carrying out. Although it was challenging to be in such a big stage, I feel like it went well and I received some positive feedback.

Summit EMEA 2018 Dublin - Investec and Dynamics presentation

The other one was with my MVP colleagues and some great member of the Dynamics community to talk about integrations. This topic is always an endless one and it was funny to hear the stories from the panel as well as the audience.

Summit EMEA 2018 Dublin - Integration Panel

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 Outlook App button doesn’t appear

This article describes how to fix an issue with the new Dynamics 365 App for Outlook. In this scenario, the Dynamics App button was available in the Outlook web client (OWA – https://outlook.office365.com), but it didn’t appear in the Outlook 2013 installed in the desktop.

As the app was working fine in the OWA client, we understood the administration configuration was done properly from the Dynamics side (e.g. security role, user mailbox). So we had to run some test in the corresponding machine to learn more about the problem.

In order to carry out those tests, we used the utility Microsoft Office Configuration Analyzer Tool 2.2 (known was OffCat). It provides a quick and easy way to analyze Microsoft Office programs for known configurations that cause problems, including in Outlook. You can download this utility from the following link:

https://www.microsoft.com/en-us/download/details.aspx?id=36852

Once you install it, you will get the following menu to choose the program to be scanned, Outlook in our case:

After running the scan, OffCat will highlight potential issues and it will also suggest options to fix it straight away, very useful.

Finally we were able to resolve the issue just installing the latest update for Outlook 2013:

https://support.microsoft.com/en-gb/help/4011282/december-5-2017-update-for-outlook-2013-kb4011282

Hope it helps!

 

Using “EWS Editor” to fix “Dynamics 365 App for Outlook” issues

This article describes how to use the EWS Editor for Dynamics 365 utility to resolve Dynamics 365 App for Outlook issues. This post is a continuation of my previous article where I listed several checks to fix deployment issues with the Dynamics Outlook App.

EWS Editor was originally created to demonstrate the capabilities of the Exchange Web Services API. EWS Editor for Dynamics 365 is based on that one to provide additional utilities and troubleshoot issues related to Server-Side Synchronization and the E-mail Router.

Because the Dynamics 365 App for Outlook relies on the Server-Side Synchronization, this utility becomes also useful to resolve issues with the Dynamics Outlook App. In our case, we were getting the following error:

ExchangeError:UnknownIncomingEmailIntegrationError

This happened to us when we enabled the Dynamics Outlook App in a different organisation. So the app for this user was first enabled in organisation A, then we needed to deactivate it in this org and add it in organisation B, but we started to get that error and we couldn’t deploy it in org B and it also stopped working in org A 😦 .

The following steps describe how we use this tool to finally fix the problem:

Step 1 – Download EWS Editor for Dynamics 365

Step 2 – Launch “EWSEditorForDynamics365.exe”

Step 3 – Connect to Exchange Service

ramontebar_blog_EWSEditor_Exchange Connection

ramontebar_blog_EWSEditor_Exchange Connection Authentication.png

Step 4 – Add Mailbox Root

ramontebar_blog_EWSEditor_Mailbox root dialog

ramontebar_blog_EWSEditor_Mailbox root folders

Step 5 – Connect to Dynamics 365 Service

ramontebar_blog_EWSEditor_Connect to Dynamics 365 Service

Step 6 – Open All Items

Expand MsgFolderRoot and select Allitems by double clicking it.

Step 7 – Show To-Be Tracked Items

Navigate to View => Filter View Items => Show To-Be Tracked Items

ramontebar_blog_EWSEditor_Show To-Be Track Items

Step 8 – Check that crmLinkState is set to 1

Exchange Items (email, tasks, contacts, appointments) that have been tracked in Dynamics will have some additional properties to define the link between the systems. One of those properties is crmLinkState, which should have one of these values:

0 – Item is not tracked

1 – Item To-Be tracked

2 – Item has been tracked

ramontebar_blog_EWSEditor_crmLinkState

Step 9 – Hard Delete* all items to be tracked (pending tracking) where crmLinkState is 1

Right click on each item and navigate to Delete Item => Hard Delete

ramontebar_blog_EWSEditor_Hard Delete.png

*Please notice you may lose important information, so make sure you are ok deleting those emails or other items.

Step 10 (END!) – Enable the Mailbox again

  1. Now navigate to your Dynamics instance.
  2. Open the User mailbox and click on “Test and Enable Mailbox”.
  3. Check the Box “Sync items with exchange
  4. Wait till you receive the “Success” message for both emails and appointments.
  5. Once you receive the Success message, deploy/add the app again.
  6. This should resolve the issue.

If you want to learn more about the EWS Editor, check the following URL:

https://blogs.msdn.microsoft.com/mstehle/tag/EWSEditor/

**Credits: Thanks to my colleague Narendra for helping me to put this content together.

Fixing Dynamics Outlook App deployment issues

This article describes several options to resolve issues when deploying the new Dynamics 365 Outlook App but the user cannot see the Dynamics add-in in his/her Outlook.

ramontebar_blog_Dynamics Outlook App Button

One of the most challenging errors that we have found so far was this one:

ExchangeError:UnknownIncomingEmailIntegrationError

See below more details regarding the same, but before that, I’ll first cover the simple checks you can do and then move into the most complex one. Please try to follow the same order.

Check 1: Deployment Status

Our stating point is the Dynamics 365 App for Outlook administration section within Settings. You have probably already added the App from there. Check now the Status, that will give you some useful information:

ramontebar_blog_Add Dynamics 365 App for Outlook in Settings - Deployment Status

If the Status is Pending, remember it may take up to 15 minutes to be deployed.

If there was a deployment issue, you would get a red message with some error information.

Re-add the app for the failing user, that should fix the issue. Otherwise, carry on with the next check.

Check 2: Basic configuration

The first thing you may have already looked at is this Microsoft Dynamics 365 App for Outlook Deployment guide . I won’t repeat what is in there, but basically you want to review these points carefully again:

  • Does the user got the right Security Role and required privileges?
  • Has the user mailbox been configured correctly?
    • Server-Side Synchronization should be enabled (Outgoing Email not required)
  • Has the user mailbox “Test & Enable” successfully? You should see the “Success” status as below.

ramontebar_blog_User Mailbox

Even if you think you have already done those correctly, review and run them again, sometimes it will just work.

Check 3: User Mailbox Alerts

The new Dynamics Outlook App relies on Server-Side Sync (SSS) to track the corresponding records. This is the reason why the Mailbox Alerts become very important and many times the error messages in there may give you the clue to fix the problem.

ramontebar_blog_Dynamics User Mailbox Alerts

Click on “Test & Enable Mailbox” again and confirm you are getting the same Mailbox Alerts. Otherwise, it may actually sort out the issue.

Check 4: Manage Outlook Add-ins

In your Outlook desktop application, you will find a Manage Add-ins when you click on File in the main menu:

ramontebar_blog_Manage Outlook Add-ins

This “Manage Add-ins” button will take you to the following URL which allows you to manage the Web Add-ins for Outlook:

https://outlook.office.com/owa/?path=/options/manageapps

In there you will be able to confirm what is the Dynamics organisation where the Outlook App is pointing to and its version number. Make sure it is what you were expecting and it is not pointing to a different environment.

In this portal, you can also Uninstall the Dynamics App using the “-” button, see the following screenshot:

ramontebar_blog_Manage Web Outlook Add-ins

Try to uninstall the app and then add it again as we saw in the Check 1.

Check 5: Delete all emails from draft and deleted folder

  1. Close all open emails in Outlook.
  2. Delete all Draft emails by navigating to draft folder.
  3. Delete all emails from Deleted items folder.
  4. Now navigate to your Dynamics instance.
  5. Open the User mailbox and click on “Test and Enable Mailbox”.
  6. Check the Box “Sync items with exchange
  7. Wait till you receive the “Success” message for both emails and appointments (if you enabled both).
  8.  Once you receive the Success message, deploy/add the App again for the corresponding user.
  9. This should resolve the issue.

Check 6: “Approve Email” by Global 365 Administrator

Initially, this “Approve Email” is only required for sending emails out, which is not a requisite for enabling the Dynamics Outlook App. However, we have noticed this can also help in some cases. Please follow these steps:

  1. Open the User mailbox.
  2. Check if the below message is displayed on the mailbox: “Email won’t be processed for this mailbox until the email address of the mailbox is approved by an Office 365 administrator…
  3. If yes, Ask Office 365 Administrator to Approve the email processing by clicking on “Approve email” button.
  4. Once this is approved by office 365 Administrator then Open the User mailbox and click on “Test and Enable Mailbox”.
  5. Check the box “Sync items with exchange
  6. Wait till you receive the “Success” message for both emails and appointments.
  7.  Once you receive the Success message, deploy/add the app again.
  8. This should resolve the issue.

Check 7: Accept conflicts from Mailbox

  1. Go back to the User mailbox and navigate to Alerts.
  2. Delete all alerts by clicking on Delete button.
  3. Check if there are any Scheduling conflicts exists.
  4. If Yes, accept them (click Yes) one by one.
  5. Now click on “Test and Enable Mailbox”.
  6. Check the Box “Sync items with exchange
  7. Wait till you receive the “Success” message for both emails and appointments.
  8.  Once you receive the Success message, deploy/add the app again.
  9. This should resolve the issue.

ramontebar_blog_Dynamics Outlook App_Mailbox Alert_Scheduling conflict

Check 8: Use “EWS Editor For Dynamics 365” tool

This utility allows you to retrieve Microsoft Exchange emails and inspect their Dynamics 365 properties (e.g. crmid, crmLinkState) for those emails that have been tracked.

You can find this utility here:

https://github.com/DJB9k/EWS-Editor-for-D365

This utility was the one that helped us to resolve the issue ExchangeError:UnknownIncomingEmailIntegrationError.

Since you should be already bored of reading this article 🙂 , I’ll give you a break and I’ll show you more things about this tool in my next post that I’ll publish very soon.

**Credits: Thanks to my colleague Narendra for helping me to put this content together.