• Dynamics 365 portal ACE Editor Enhancements

    Web templates are extensively used to render web pages for Dynamics 365 Portals. They make use of an ACE editor that allows users to write the necessary code to display data using Liquid and to control the appearance and behavior of html elements with CSS and JavaScript.

    The ACE editor used by web templates does the job, but for a tool that is being used as frequently, it could use some modifications to provide a better user experience.

    The Enhancements made to the ACE editor that we describe in this article try to improve its user interface with two main goals in mind: 1.Increase the area used for writing code and 2.provide a customizable and personalized color scheme.

    Continue reading…

  • Dynamics 365 Portals: Create new entity record from within Lookups

    If you have used Dynamics 365 you must be familiar with the + New button on the lookup. This enables the user to create new item instead of selecting exiting one.

    This feature has been a frequent ask for Dynamics 365 Portals. Good news is that this functionality was added by the product team few releases back the bad is that it is only partially done.

    Continue reading…

  • Integration with Microsoft Dynamics 365 using Azure Logic App Service

    In this post I’ll discuss Data Integration using Azure Logic App Service, we will create a Logic app that gets triggered when a case is created in Dynamics 365 and inturns creates a work item in Visual Studio Team services for the team to work on.

    Logic App workflow is built using series of actions and Connectors, and has its own JSON based workflow definition schema, for details refer to my blog on The Basics of Azure Logic Apps Schema and Codeview editing

    Continue reading…

  • Basics of Azure Logic Apps Schema and Codeview editing

    Integrations using Logic App could be a fun exercise. Logic App provides a visual designer to model and automates your workflow process as a series of steps called as workflow designer UI,  for complex requirement Code view comes handy. In this blog, I will talk about the structure of logic app definition.

    Continue reading…

  • Microsoft Dynamics 365 & Integrations

    In today’s business, it’s key to have Unified systems and process. Often businesses struggle to integrate enterprise data across their ever-growing number of applications and systems, resulting in applications which are meant to help but actually harm productivity.

    Disconnected systems often overload employees with much of the painstaking work of searching data, data entry, data processing, and business analysis, and in some cases, data synchronization is manual and the onus of data integrity across systems will fall to employees.

    When businesses invest in digital transformation projects to improve efficiency and gain a competitive edge, they have to plan on how new systems and apps will interact with each other. Burdening their employees with the task of manually migrating data between various systems easily counteracts any ROI.

    Almost every Microsoft Dynamics 365 Implementation requires some level of Integration in real or near real time with other systems. At first, Microsoft Dynamics integration may seem like a daunting task but there are a lot of tools by Microsoft and ISV’s which makes it easier, Let’s dive in and look into some of the key options which have almost become industry standards for Dynamics 365 Integrations.

    Continue reading…

  • Microsoft Dynamics 365 Connector for Logic App gets an update

    Last week Microsoft released an update for Dynamics 365 Connector for Logic App, there are few long-awaited features in this update which I am excited about.

    With this update Microsoft have added support for option sets being exposed as strings in the response, this used to be a challenge earlier as Optionset value and mapping had to be hardcoded in the Logic app or Azure Functions.

    Continue reading…

  • Challenges with Dynamics 365 Operations (Dynamics AX) OData Calls

    While working with an Azure Logic Applications for a batch job process I ran into an issue that I could not find online support for. Through a Microsoft support case I received a swift response that I was surprised I could not find online.

    The project dealt with synchronizing Dynamics 365 CRM/CE data to Dynamics 365 Operations (formerly known as Dynamics AX).  Adoxio often uses Azure Logic Apps for integration scenarios and with its array of connectors as well as the raw HTTP connector as a power tool to quickly build out integrations in a modern server less environment. 

    In order to setup the integration with Dynamics 365 Operations, the HTTP connector was chosen to provide robust configuration over the built-in Dynamics 365 Operations connector.  As such it required examples of making a query on a single record in Dynamics 365 Operations, OData Feed.  In this case, this was needed in order to issue a DELETE HTTP request to the Dynamics 365 Operations site in multiple actions in the Azure Logic Applications.

    Continue reading…

  • xRM Portals Community Edition Now Available!

    With the news on last Friday of the Microsoft Open Source Portals for Dynamics 365 becoming available, Adoxio has now launched their fork of that code as xRM Portals Community Edition. There is a lot to explore with this release of the open source portals and the xRM Portals Community Edition, what does it include, who is it best suited for, what are the long term goals, what are the gaps and how you can get your hands on it.

    Continue reading…

  • Live Assist Integration - Our Learnings

    Live Assist integration helps Dynamics 365 agents resolve issues more quickly to increase customer satisfaction through immersive chat and co-browse experience.  The Live Assist integrates with the Dynamics 365 Customer Engagement and enables the Dynamics 365 Portal with the Live Chat capability. As Live Assist will commonly be used in the Call Center environments, we can also integrate Live Assist with Unified Service Desk for Dynamics 365, a configurable framework for quickly building applications for call centers.

    The goal of this post is to share our learnings from the integration between Live Assist and the Dynamics Platform.
     

    Continue reading…

  • Dynamics 365 portals Spring Roadmap and Portal Source Code

    If you frequent the Dynamics 365 Roadmap site (built on portals by Adoxio 🙂 ) you may notice a new area has been added for the CRM based Applications (Sales, Customer Service, Field Service, Project Service) for portals features. A number of items for all areas of Dynamics 365 has been posted as we near the Spring release of Dynamics 365 (v8.3), but this is a first for the portal to have been posted which seems to be the makings of a Spring Roadmap for the product. There are some exciting items on there including a release of the portal source code, Azure AD B2C and more. Below is all the items posted to the roadmap as well as some comments on each.

    Let’s get to the big one first, portal source code.

    Continue reading…