Knowledge Base Articles

 
     

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.

 

Dynamics Docs - Tutorial 1: How to Create New Docs Template

With Dynamics Docs CRM Users can easily design report documents by merging CRM fields, from an entity and related entities, in Word document. This tutorial will take you step by step how to create a new Docs Template
Dynamics Docs
Tutorial

True One-Click to Email report as PDF file

This is a true One-Click to Email report as PDF file, for situations where  CRM Users require to frequently Email a report, such as price quotation,  as PDF file. If you know how to create a button for this one click function, all you need is to transfer is the report GUID, using below JavaScript and Dynamics PDF will complete this process with one click of a button.

JavaScripts
Dynamics PDF

Email Signature in a Workflow

Email Signature can be sent with a workflow.  If you have a workflow and one of the steps is Send Email, replace it with the following 2 steps:

  1. 1.  Create Email, very similar like send email but you only create the email but do not send it yet
  2. 2.  Add Step and select Email Signature>Add Signature and Send. This step adds the signature at the end of the email created in step one base on the Properties settings as per this image:

Dynamics Workflows
Email Signature

Select from Category List