Knowledge Base Articles

 
     

Clone records with Workflow- Recurring Cloning

With Clone pro user can set up what to clone including the cloning of related entities, like products when cloning invoice. Now you can clone with Workflow!

How clients access the portal?

For client to access the portal he or she must be a contact record in Dynamics CRM. If the client does not have a contact record in CRM or not sure if he has one, the client can use the New User Registration Form to submit his personal details. We identify the person logging on the portal or registering as new user, by the person’s Email address. The User Name to logon the portal is always the email address of the client, and the password is saved in the Contact record, in the section named: Access Privilege from Customer Portal.
CRM Portal
CRM Portal

How to replace company logo and images?

 

You can easily replace the images we use in Dynamics Portal with other images. 

The following table provides the thumbnail of the images we use in the portal, description, size, file name and location.

If you are not familiar with Visual Studio, you can replace the images in the Published Solution zip file, and they are found in three locations:

  • - Images Folder
    - Images subfolder in the Content folder
    - The root directory of the zip container

  • These relative paths are also used to store the images in Visual Studio

 

CRM Portal
CRM Portal

Editing Web.Config file

By default, Dynamics Portal is connected to our CRM server, and the return URL (the redirection page after log off) is to our website (www.DynamicsObject.Com)

To point the portal to your Dynamics CRM (online or on premise) and redirect it to your website or a page on your website, you need to edit the file web.config, included in the published and in the Visual Studio solution.

Open web.config with Notepad.

CRM Portal
CRM Portal

How to upload portal to IIS?

On IIS server create new directory called: Portal

Copy the file “Published Portal.Zip” to the Portal directory and unzip it.

Start IIS

Select Default Web Site and right click: Add Application

CRM Portal
CRM Portal

How to upload portal to Azure?

There are two ways to upload the portal to Azure, using FTP or directly from Visual Studio.

FTP – using program like Filezilla, connect to the Azure URL for FTP or FTPS hostname, using username and password of FTP/Deployment username. 
Unzip the file “Published Portal.Zip”, and upload the unzipped files and directories to the default location for website, at: /site/wwwroot. You upload to FTP by selecting the files and subdirectories of the published portal and dragging them to the selected location (directory) on Azure.

CRM Portal
CRM Portal

CRM 2016 “Word Templates” > Email as PDF attachment with Workflow

With Dynamics PDF-Docs CRM add on, user can create CRM Workflow to PDF CRM 2016 Word Template as an attachment to an Email.

The Workflow has 3 steps:
Step 1: Create email and enter the From, To, Subject and body of Email.
Step 2: this is new workflow step available in CRM 2016 called “Perform Action”. Select Entity as None (Global). In set properties select the Template to be used while the Target field is the Entity for the selected template
Step 3: select Dynamics PDF>Add Word Template. In this view select again the Word Template. Select if the attachment is Word or PDF file, and using the look up field, point to the Email created in step 1 above.
Dynamics PDF
PDF-Docs Workflow

Workflow to convert any set of fields, representing address details, to latitude & longitude values

Maps can be added to any CRM out-of-the-box and customised entities. While some CRM entities include fields to store address and coordinates, it is more likely that the address field is customised and we need a mechanism (a workflow) to populate the latitude & longitude fields.

A workflow is included with Dynamics Maps solution, to convert any set of fields, representing address details, to latitude & longitude values, and store them in the record. When configuring a map for an entity, part of Map Customization setting is pointing to where the latitude & longitude values are read.

Dynamics Maps
Workflow for Dynamics Maps

Error message “MailboxTrackingFolders” when importing solution to CRM 2015 V7.1

The MailboxTrackingFolder entity represents a tracking rule to map a Microsoft Exchange inbox folder to a Microsoft Dynamics CRM entity record and was introduced with the release of CRM 2015 V7.1
General
MailboxTrackingFolders

How to Email Docs Template with Workflow

This article assumes you have the knowledge of how to create a workflow to send an Email.

The workflow task Send Email performs two functions: create Email and Send Email.

To send Docs Template as PDF attachment to an Email, we use the workflow Create Email rather than Send Email, while the customized task Email Docs Template sends the Email.

 

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