How to migrate the Adxstudio V7 Portals to Dynamics 365 CRM Portals process updates

Subject:   How to migrate the Adxstudio V7 Portals to Dynamics 365 CRM Portals process

1.    Microsoft acquired Adxstudio in 2015 and this released as Dynamics 365 CRM Portals.

2.     Microsoft announced the transition options from legacy Adxstudio Portals v7 to Microsoft Dynamics 365 – Portals

3.     Microsoft started the process of ceasing new license sales for the legacy Adxstudio Portals v7 product in late 2016.

4.      As a continuation of this effort, formal support for legacy Adxstudio Portals v7 will end on August 1, 2018.

5.     Microsoft Proving 3 options for your organization to consider going forward:

Migrate to Microsoft Dynamics 365 – Portals – a new service that is part of the      Microsoft Dynamics 365 online offering

Use Microsoft Dynamics 365 – Portals source code v8.3 – a one-time source code release that is customizable, but limits future migration opportunities and does not include support. The source code can be downloaded for free through the Microsoft Download Center­

Continue using legacy Adxstudio Portals v7 – if your organization acquired legacy Adxstudio Portals v7 via a perpetual license, you may continue to use your current legacy Adxstudio Portals v7 product

Microsoft is going to provide details document in future.

This content from the source Link

CRMOnce: Dynamics 365 CRM Training Course Content - Hyderabad,Chennai,Banglore,Pune

How to update the Dynamics 365 workflow triggering update attributes list using C# Code CRM SDK ?

Subject: How to update the Dynamics 365 workflow triggering update attributes list using C# Code CRM SDK ?

Hello Everyone,

I got one strange requirement in my life in Dynamics CRM Project and we would like to share my knowledge with you people.

Requirement: 

Workflow on opportunity and it should trigger on update of fields like customer,total revenue.... but these triggering fields needs to configurable and actual users they don't want to deactivate workflow and activate every time.

Solution: 

we have developed the following piece of code in Plugin

           QueryExpression query = new QueryExpression("workflow");
            query.ColumnSet.AllColumns = true;
            query.Criteria.AddCondition("name", ConditionOperator.Equal, "Test workflow"); // Pass your workflow name
            EntityCollection ec = service.RetrieveMultiple(query);
           

            SetStateRequest deactivateRequest = new SetStateRequest
            {
                EntityMoniker =
                         new EntityReference("workflow", ec.Entities[0].Id),
                State = new OptionSetValue(0),
                Status = new OptionSetValue(1)
            };

            service.Execute(deactivateRequest);
            Entity e = new Entity("workflow");
            e.Attributes["triggeronupdateattributelist"] = "name,customer"; 
               // Pass your triggering fields as comma separated.
            e.Id = ec.Entities[0].Id;
            service.Update(e);

            SetStateRequest activateRequest = new SetStateRequest
            {
                EntityMoniker =
                        new EntityReference("workflow", ec.Entities[0].Id),
                State = new OptionSetValue(1),
                Status = new OptionSetValue(2),


            };
            service.Execute(activateRequest);



Previous Links:

CRMOnce: Dynamics 365 CRM Training Course Content - Hyderabad,Chennai,Banglore,Pune

CRMOnce: Dynamics 365 CRM Training Course Content - Hyderabad,Chennai,Banglore,Pune

Dynamics 365 CRM – Technical Course Content

PART I – Basic and Advanced Customizations in MS Dynamics CRM

How to start Development

·         Introduction Office 365 Administration

·         Installing the additional add-on solutions to D365 CRM

·         Setup Basic setting to start the Development

 Entity Customization

·         Basic Form Customizations

·         Form Customization – Working with Tabs, Sections, Fields and IFrames

·         Calculated and Roll Up fields.

·         Quick Create and Quick View Forms.

·         Introduction to Application Event Programming

·         Using Form and Field Events.

                        MS CRM Entity Model

·         Customization Concepts – Entity Types and Attributes

·         Creating Custom Entities and Attributes

                        Relationships, Views and Advanced Views

·         Types of Relationships

·         Relationship Behaviors

·         Creating Entity Relationships

·         Entity Mapping

 Views and Advanced Views

·         Public, Personal and System Views

·         View Customizations – Common Tasks

·         Advanced Views Customizations

 Form Scripting

·         Client side scripting using Java Script

·         Business Rules.

Working with HTML Web Resources

·         Custom html pages development

·         Passing the values to Html page to CRM form and visa versa

Report Wizard, and Exporting Reports

·         Creating Reports

·         Uploading SSRS reports CRM

Working with Dash Boards

·         Creating Personal/system dashboards

·         Interactive Service Hub

PART II– Extending MS Dynamics CRM

                                       Processes (Workflows & Dialogs)

·         Overview of Workflow

·         Creating Workflows steps through Workflow Designer

·         Overview of Dialogs

·         Creating Dialog Pages, Prompt and Response

·         Working with Input Parameters in Dialogs

·         Creating and working with Actions

·         Creating and Working with Business process flows.

 Ribbon Customizations

·         Creating & Hiding Ribbon Elements

·         Enabling & Disabling Ribbon Elements

·          Working with Site Maps

 Introduction to Solutions

·         Managed & Unmanaged Solutions

·         Importing & Exporting Solutions

Advanced Client Side Scripting

·         Working with ODATA

·         Working with REST

·         Working with Web API

CRM Web Services

·         Introduction to Web Services

·         Query Expression & Query Attribute

·         Request & Response

 Plugins

·         The Event Execution Pipeline

·         IPluginExecutionContext Interface

·         Developing Plugins

·         Deploying Plugins

·         Debugging Plugins

               

 Custom Workflows

·         Developing Custom Workflow Activities

·         Deploying Custom Workflow Activities

·         Debugging Custom Workflow Activities

Custom Actions

·         Creating Actions and Using the Input/output Parameters

·         Registering Plugin on Action.

PART III – Dynamics 365 Features Explanation

Voice of Customer

·         Creating surveys

·         Designing the Survey Questions

·         Automation Distribution of send survey

Insights             

            

·          Organization Insights

·          Relationship Insights

PART IV – Administration, Settings & Configuration

`                       Administration

·          Creating and managing Business Units, Users and Teams

·          Privileges, Access Levels and Security Roles

·         Creating and managing Security Roles

·         Auto Numbering and System Settings

Settings & Configuration

·         Business Management

·         Sites, Sales Territories, Facilities and Resource Groups

·         Working with Multi Currency

·         System Queues and Custom Queues

·         Services and Business Closures

·         Fiscal Year Settings and Quotas

·         Subjects

·         Connections

Data Management

·         Duplication Detection Settings, Rules and Jobs

·         Bulk Record Deletion

·         Data Maps and Imports

·         Product Catalog

·         Understanding the Product Catalog

·         Unit Groups

·         Adding Products

·         Creating Price Lists

·         Creating Discount Lists

·         Using Deployment Manager

·         Redeploying Dynamics CRM

How to Sync the signed documents from docusign system to Dyanmics 365 CRM

Subject: How to Sync the signed documents from docusign system to Dyanmics 365 crm