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.
Firstly, we will create a Dynamics 365 App:
You can also get into the “My Apps” section using the following URL:
Please notice we will use the new Unified Interface in the Client option:
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:
We will pass the record GUID and the entity type (e.g. contact) as the command parameters:
You can download this code from GitHub:
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:
The new button should appear when you click on “…”:
Once you click the button, it should trigger the device camera:
If everything is ok, it will show us the alert dialog we were expecting:
Finally, the picture should appear in our contact form:
Notes: This article has been written using the platform version 22.214.171.12467
This article describes how to create a simple Dynamics 365 (CRM) web resource that would allow us to display images based on a dynamics URL. This URL would be stored in an entity attribute and the name of the attribute would passed as a parameter to the web resource.
Preparing the demo for EMEA Summit 2017, I needed to display some logos and organisations images (covers) in the Account entity.
Let me show you a picture and you will immediately get what I mean:
In our demo, we used the account entity to track the different NGOs / charities that would be part of the end solution. Each charity would have their own different logo and image cover that would be, later on, displayed in the PowerApp we also prepared.
Those images would be defined based on the following account attributes:
Solution: A simple web resource that would allow us to specify the attribute name with the URL as a parameter.
Below you can see the form definition, which got 2 web resources to host those previous images:
If we now look at the properties of each web resource, we would see they are using the same HTML web resource behind the scene, but the parameter we are passing is different. The parameter is actually the attribute name to feed the image:
And the other one:
If you want to see the code of that HTML web resource, have a look at my GitHub link.
Hope you find it useful 🙂