Auto publish and expire knowledge articles

We’re really excited about the new Knowledge Management capabilities  we shipped as part of Microsoft Dynamics CRM 2016. One of the common scenarios for Knowledge Managers is to schedule knowledge articles to be published and removed from public access at a specific time. Let’s say you’re the Knowledge Manager for our infamous Contoso wearables company. Your company decides to launch the new Fitness band on December 25, 9:00 AM EST. What it means to you as a Knowledge Manager is that you must manually publish all the self-service articles on a holiday when the product is launched globally.

Scheduling articles to be published

Guess what, we’ve got you covered. You need not be available in the office during holidays for this. You can use our Auto Publish feature to schedule your articles for publishing at any specific date and time. The knowledge articles will automatically be published using the system job “Update Knowledge Articles State job” created for the purpose of publishing and expiring articles. 

What this means is you can author, review, approve, and get the knowledge articles staged for publishing way ahead of time at your convenience. A knowledge article can have related translations in different languages to support a wider customer base. When you publish the knowledge article, also called the primary knowledge article, you have the flexibility to publish the related translations. You can also choose a few other details like the status your scheduled article will be in and the publish status to enter when the actual publish happens.

Enough talking, let’s show you how the publish dialog is going to look for our above scenario of scheduling knowledge articles for December 25, 9:00 AM.

Expiring articles to make them unavailable

Let’s say there’s a promotional offer on the Contoso wristband that is available only for the first five days after the product is launched. You have a few knowledge articles catering to this promotional offer to help your Customer Service Representatives. When the promotional cycle ends, you need not manually search for the related contents to remove them or modify their access. During publish time, if you are aware of the promotional content, you can choose the future date and time when the article should expire. For a Knowledge Manager, this simplifies things. You can expire the knowledge article into Archived or Expired status, or choose to keep it in the Published state. You will be able to choose the respective status combination as well.

The following screenshot shows the example where we want to publish the knowledge article on December 25 but expire it on December 31, 12:00 AM when the promotional offer ends.

How to trigger periodic review on your self-service articles

Let’s say your company requires a few critical technical articles to be updated periodically to maintain the quality of your self-service content. This is easy to implement using the Publish command. When you publish an article, you can choose a future date when the article should expire. In our scenario, we will configure the article to remain in the Publish state but change its status to “Needs review”. You can create a custom view or workflow to configure the articles that are in the “Needs review” status to act on them.

Scheduled articles

In the interactive service hub, you can use our Scheduled Articles view to identify all the articles that are scheduled to be published. If you are interested in finding whether a specific knowledge article is scheduled for publish, you can search for it or drill down using the different filtering options available on the grid. From this view, you can also revert the knowledge articles to draft or publish them immediately using the bulk actions available to you.

With every organization trying to embrace the power of self-service technologies, we hope these new Knowledge Management capabilities help you create and maintain your knowledge base much more efficiently. 

Regards, 

Shivasubramaniam Kavindpadi

We’re really excited about the new Knowledge Management capabilities  we shipped as part of Microsoft Dynamics CRM 2016. One of the common scenarios for Knowledge Managers is to schedule knowledge articles to be published and removed from public access at a specific time. Let’s say you’re the Knowledge Manager for our infamous Contoso wearables company. Your company decides to launch the new Fitness band on December 25, 9:00 AM EST. What it means to you as a Knowledge Manager is that you must manually publish all the self-service articles on a holiday when the product is launched globally.

Scheduling articles to be published

Guess what, we’ve got you covered. You need not be available in the office during holidays for this. You can use our Auto Publish feature to schedule your articles for publishing at any specific date and time. The knowledge articles will automatically be published using the system job “Update Knowledge Articles State job” created for the purpose of publishing and expiring articles. 

What this means is you can author, review, approve, and get the knowledge articles staged for publishing way ahead of time at your convenience. A knowledge article can have related translations in different languages to support a wider customer base. When you publish the knowledge article, also called the primary knowledge article, you have the flexibility to publish the related translations. You can also choose a few other details like the status your scheduled article will be in and the publish status to enter when the actual publish happens.

Enough talking, let’s show you how the publish dialog is going to look for our above scenario of scheduling knowledge articles for December 25, 9:00 AM.

Expiring articles to make them unavailable

Let’s say there’s a promotional offer on the Contoso wristband that is available only for the first five days after the product is launched. You have a few knowledge articles catering to this promotional offer to help your Customer Service Representatives. When the promotional cycle ends, you need not manually search for the related contents to remove them or modify their access. During publish time, if you are aware of the promotional content, you can choose the future date and time when the article should expire. For a Knowledge Manager, this simplifies things. You can expire the knowledge article into Archived or Expired status, or choose to keep it in the Published state. You will be able to choose the respective status combination as well.

The following screenshot shows the example where we want to publish the knowledge article on December 25 but expire it on December 31, 12:00 AM when the promotional offer ends.

How to trigger periodic review on your self-service articles

Let’s say your company requires a few critical technical articles to be updated periodically to maintain the quality of your self-service content. This is easy to implement using the Publish command. When you publish an article, you can choose a future date when the article should expire. In our scenario, we will configure the article to remain in the Publish state but change its status to “Needs review”. You can create a custom view or workflow to configure the articles that are in the “Needs review” status to act on them.

Scheduled articles

In the interactive service hub, you can use our Scheduled Articles view to identify all the articles that are scheduled to be published. If you are interested in finding whether a specific knowledge article is scheduled for publish, you can search for it or drill down using the different filtering options available on the grid. From this view, you can also revert the knowledge articles to draft or publish them immediately using the bulk actions available to you.

With every organization trying to embrace the power of self-service technologies, we hope these new Knowledge Management capabilities help you create and maintain your knowledge base much more efficiently. 

Regards, 

Shivasubramaniam Kavindpadi


Source;

Just released: Documentation for the Microsoft Dynamics CRM 2016 Products Wave

There are many exciting new features available in CRM 2016! Here’s where to find all the documentation for admins, developers, and end-users for Microsoft Dynamics CRM Online 2016 Update or Microsoft Dynamics CRM 2016 (on-premises).  

New feature lists and update prep

If you’re wondering,“What’s new?”, “How does this impact us?”, and “What should I know before I update?”, these pages will address those questions and get you started on a path for successfully adopting all the great new features: 

Videos about new features and onboarding 

See quick demos of new features highlighted on the Dynamics CRM 2016 Products Wave playlist, like:  

Also, the video content crew has created new videos to onboard your new CRM organization, including: 

IT pro, administrator, implementer, and customizer docs

These folks will want to dig in to the Microsoft Dynamics CRM IT Pro Technical Library – in particular, these new items for 2016: 

Dig in and enjoy! 

The 2016 wave includes a lot of exciting new capabilities, and we’ve given you many links to check out. If you ever want just one place to bookmark or get started, remember you can always start with the official documentation hub for all the CRM content websites: the CRM Help Center.  

Let us know in the blog comments what you think of the new content – or if there’s something else you need. Give feedback to the Documentation Team at any time. 

Cheers,

CRM Documentation Team

There are many exciting new features available in CRM 2016! Here’s where to find all the documentation for admins, developers, and end-users for Microsoft Dynamics CRM Online 2016 Update or Microsoft Dynamics CRM 2016 (on-premises).  

New feature lists and update prep

If you’re wondering,“What’s new?”, “How does this impact us?”, and “What should I know before I update?”, these pages will address those questions and get you started on a path for successfully adopting all the great new features: 

Videos about new features and onboarding 

See quick demos of new features highlighted on the Dynamics CRM 2016 Products Wave playlist, like:  

Also, the video content crew has created new videos to onboard your new CRM organization, including: 

IT pro, administrator, implementer, and customizer docs

These folks will want to dig in to the Microsoft Dynamics CRM IT Pro Technical Library – in particular, these new items for 2016: 

Dig in and enjoy! 

The 2016 wave includes a lot of exciting new capabilities, and we’ve given you many links to check out. If you ever want just one place to bookmark or get started, remember you can always start with the official documentation hub for all the CRM content websites: the CRM Help Center.  

Let us know in the blog comments what you think of the new content – or if there’s something else you need. Give feedback to the Documentation Team at any time. 

Cheers,

CRM Documentation Team


Source;

The new light-weight CRM App for Outlook

What is it?

With no installation, no configuration, and no additional log-in steps, you can now quickly track your important customer emails directly within Outlook, whether on your PC or Mac running the desktop version of Outlook, or on the go through Outlook Web Access on your laptop or phone (Windows, Android, or iOS). You can even see relevant information from Dynamics CRM Online about the person who sent you the email, or pop open the full form directly from within our new CRM App for Outlook.

What’s the difference between the new CRM App for Outlook and the existing CRM for Outlook Add-in?

The new CRM App for Outlook is a light-weight app directed to accomplish a few specific tasks like tracking and converting emails as well as reviewing a few details about the specific contacts and leads from the email. Alternatively, the CRM for Outlook add-in is a full client for Dynamics CRM that allows you to have complete access to all of Dynamics CRM’s functionality, including dashboards and full grids, and even allows you to work offline.

For more information, see Comparing the Dynamics CRM App for Outlook with Dynamics CRM for Outlook.

How do I get the new CRM App for Outlook?

Note: The CRM App for Outlook is rolling out over the next few weeks to CRM Online organizations independently following the CRM 2016 release. If you don’t see the below options, your organization hasn’t yet received the feature. This app requires Microsoft Dynamics CRM 2016 Online and Exchange Online.

Dynamics CRM Online users can easily add the app to their Outlook directly from within Dynamics CRM Online. Simply click on the gear icon and choose Apps for Dynamics CRM. Then choose Add app to Outlook under the CRM App for Outlook heading. The app will show up in the user’s Outlook interface when reading or composing emails anywhere they use Outlook.

Dynamics CRM Online administrators also have the ability to push the app to user’s Outlook interfaces through the newly added CRM App for Outlook settings page. To do this, simply navigate to Settings > CRM App for Outlook and click on the Add App for All Eligible Users button. Optionally, you can select individual users from the grid to add the app on an individual level. Use the auto-add feature to ensure all newly added eligible users automatically get the app added to their Outlook.

Keep in mind that for both cases, in order for users to be eligible to get the app, they will need to have their Exchange mailbox configured with Server-Side Synchronization for incoming emails as well as have the Use CRM App for Outlook user role privilege.

I’ve been using the preview version of the app, do I need to do anything?

Yes. With the release of Dynamics CRM 2016, the preview program for the CRM App for Outlook will end. Thank you for all of your valuable feedback. Once your CRM Online organization is upgraded to Dynamics CRM 2016, the older app that was available during the preview period will no longer connect to your Dynamics CRM service, and will be removed from the Office Store. You will need to manually remove the app and then follow the instructions listed above to get the new, fully-supported app.

To remove an app from Outlook, simply open Outlook Desktop and choose Manage Add-ins from the File menu, or from Outlook Web Access, choose the settings gear icon, then Manage add-ins. From there, choose Dynamics CRM and then choose the uninstall button to remove the app.

Where can I find more information?

CRM App for Outlook User’s Guide
Deploy CRM App for Outlook (lightweight app)
Set up server-side synchronization of email, appointments, contacts, and tasks
Add users, licenses, and security roles 

Regards,

Tony Schmidt | Twitter | LinkedIn

 

 

 

 

 


What is it?

With no installation, no configuration, and no additional log-in steps, you can now quickly track your important customer emails directly within Outlook, whether on your PC or Mac running the desktop version of Outlook, or on the go through Outlook Web Access on your laptop or phone (Windows, Android, or iOS). You can even see relevant information from Dynamics CRM Online about the person who sent you the email, or pop open the full form directly from within our new CRM App for Outlook.

What’s the difference between the new CRM App for Outlook and the existing CRM for Outlook Add-in?

The new CRM App for Outlook is a light-weight app directed to accomplish a few specific tasks like tracking and converting emails as well as reviewing a few details about the specific contacts and leads from the email. Alternatively, the CRM for Outlook add-in is a full client for Dynamics CRM that allows you to have complete access to all of Dynamics CRM’s functionality, including dashboards and full grids, and even allows you to work offline.

For more information, see Comparing the Dynamics CRM App for Outlook with Dynamics CRM for Outlook.

How do I get the new CRM App for Outlook?

Note: The CRM App for Outlook is rolling out over the next few weeks to CRM Online organizations independently following the CRM 2016 release. If you don’t see the below options, your organization hasn’t yet received the feature. This app requires Microsoft Dynamics CRM 2016 Online and Exchange Online.

Dynamics CRM Online users can easily add the app to their Outlook directly from within Dynamics CRM Online. Simply click on the gear icon and choose Apps for Dynamics CRM. Then choose Add app to Outlook under the CRM App for Outlook heading. The app will show up in the user’s Outlook interface when reading or composing emails anywhere they use Outlook.

Dynamics CRM Online administrators also have the ability to push the app to user’s Outlook interfaces through the newly added CRM App for Outlook settings page. To do this, simply navigate to Settings > CRM App for Outlook and click on the Add App for All Eligible Users button. Optionally, you can select individual users from the grid to add the app on an individual level. Use the auto-add feature to ensure all newly added eligible users automatically get the app added to their Outlook.

Keep in mind that for both cases, in order for users to be eligible to get the app, they will need to have their Exchange mailbox configured with Server-Side Synchronization for incoming emails as well as have the Use CRM App for Outlook user role privilege.

I’ve been using the preview version of the app, do I need to do anything?

Yes. With the release of Dynamics CRM 2016, the preview program for the CRM App for Outlook will end. Thank you for all of your valuable feedback. Once your CRM Online organization is upgraded to Dynamics CRM 2016, the older app that was available during the preview period will no longer connect to your Dynamics CRM service, and will be removed from the Office Store. You will need to manually remove the app and then follow the instructions listed above to get the new, fully-supported app.

To remove an app from Outlook, simply open Outlook Desktop and choose Manage Add-ins from the File menu, or from Outlook Web Access, choose the settings gear icon, then Manage add-ins. From there, choose Dynamics CRM and then choose the uninstall button to remove the app.

Where can I find more information?

CRM App for Outlook User’s Guide
Deploy CRM App for Outlook (lightweight app)
Set up server-side synchronization of email, appointments, contacts, and tasks
Add users, licenses, and security roles 

Regards,

Tony Schmidt | Twitter | LinkedIn

 

 

 

 

 


Source;

Creating and customizing task flows

In this post, I’ll show you how to create new task flows to enable your users to quickly accomplish key mobile business tasks.

Enabling task flows

A quick disclaimer before we begin: task flows have been released as a preview feature for Dynamics CRM Online 2016 Update only. For more information about preview features, see What are preview features and how do I enable them?

For task flows to show up on mobile devices you must first turn the feature on. Follow these steps:

  1. Go to Settings > Administration > System Settings.
  2. In the Previews tab, turn task flows on and accept the terms of use.

Now that task flows are enabled, let’s head over to the process grid. Go to Settings > Processes.

In order to surface task flows, we can create a new user view:

  1. Under System Views, select Business Process Flows.
  2. Click the Advanced Find icon: .
  3. Click Edit Columns.
  4. Click Add Columns.
  5. Select the Business Process Type field and move it just after the Category column.
  6. Save As: Business Process Flows w/ Type.

Validate that the view shows the correct information by going back to the processes grid and selecting the Business Process Flow w/ Type view under My Views. There should be a new column to help us distinguish between business flows and task flows. 

Notice the three out-of-the-box task flow experiences that are already present. You can duplicate and modify these out-of-the-box task-flows as you see fit:

  • Update Contact
  • Make Contact on Opportunity
  • After Meeting (cannot be duplicated)

(Note: Because of platform limitations, no new task flows can be created on the Appointment entity.) 

Designing our first task flow

For this example, we will create a quick opportunity update flow called Nurture Opportunity. In this scenario, Nancy just got out of a briefing on an opportunity she is actively working on and she wants to quickly add information and context to the opportunity without having to open many forms.

The key is to only include a subset of the fields that are most pertinent to the task at hand, and intelligently guide the users towards updating all useful information without them having to understand the underlying data model.

Our flow can look something like this:

 

Now that we have understood our scenario and created a rough flow for the process, let’s go ahead and create the task flow.

Creating our first task flow

From the process grid, click .

The Create Process dialog will open, enabling you to create different types of processes: Actions, Workflows, Dialogs and Business Process Flows.

  1. The first thing we will do is give the process a name. This name will appear to your users, so make it descriptive. In our example we will call it Nurture Opportunity.|
     
  2. Then we will select the process category. Task flows and business flows are both types of business process flows. Once you’ve selected Business Process Flow, a new radio button will appear allowing you to select task flows. For Category, select Business Process Flow.
     
  3. As with other processes, you can decide which entity acts as the primary entity. In short, you must define which entity acts as a starting point when launching task flows. In our example we will choose Opportunity.
     
  4. The Business Process Type control is new. By default, the process is configured to run as a business flow, i.e.. the classic experience you are already accustomed to. However, there is now a new format; you can run the process as a task flow. In that case it is only available for mobile users. Select Run process as a task flow (Mobile only).
     
  5. Finally, you will see a Name control just below. This is the logical name of the task flow for any custom client API needs. It is automatically populated; however, you may change it if needed.

Finally, click OK.

Configuring the task flow

After creating the new process, the task flow editor will automatically launch. The editor will feel very familiar as it re-uses some components of the current business flow editor.

You will notice that there is a Details section where you can find information on the current task flow, including:

  • Process Name: the name shown to users
  • Primary Entity: starting entity
  • Owner: creator of the process
  • Name: logical name used programmatically
  • Image: the image that will be used in the task flow menu and at the top of each page. There is a default image for all new task flows, but by clicking on Set Image, you can upload your own image if you wish to differentiate processes visually. (Note: pre-crop the image to 144×144 for best results.)

Pages

As you may notice, in task flows you will be working with pages, which share similarities with stages in business flows. In short, by adding fields to a page, you are simply configuring each page of your process. There are three areas of interest for each page:

  1. Page Label: which is the title users will see on each page as they traverse the flow.
  2. Page Information: which contains two un-editable fields: the primary entity and the logical name of the page. This information is useful for referring to that specific page using the client API (documentation currently not available).
  3. Control area: this section enables you to select the specific field that needs to be shown as well as the label. However, since task flows are multi-entity enabled, we also allow you to fetch fields from any related entities (relationship has to be N:1/Lookup) using the Source column. Finally, we have also included two special keywords as sources: Label and Section. These allow you to better organize the flow of information on your pages.

Branching

After configuring the first page, we need to determine what happens once the user clicks the Next button. Similarly to business flows, we can create a branching condition; however, now you can use the Source and Field controls to branch on almost any field of the primary OR related entities (N:1 relationships), and even compare values between entities (when Type equals Field).

 

Business rules

Furthermore, to automate actions, task flows have been enhanced with the flexibility of business rules. It is now possible to create a business rule on any field of the primary or related entities. Most actions of business rules are supported; these include:

  • Show error message
  • Set field value
  • Set business required
  • Set visibility
  • Set default value
  • Lock or unlock field
  • And a new action: Run Script. This new action enables you to trigger custom JavaScript directly from the business rule*

* Running a script directly from a PBL is available for task flows as a Preview only. The same Xrm.Page object model found in entity form pages is available. We are looking for feedback as to how you want to use this experimental capability. 

To create a business rule for our process, simply click Business Rules on the action bar:

From the dialog, you can create a new business rule. Note that the business rule will be scoped to only run on the task flow, i.e., you can’t set an entity-level scope from this business rule editor.

In our example, we will set a specific business rule to run that depends on the opportunity pipeline phase. First we set the condition, and as before, the condition can pull fields from the primary entity as well as any of the related N:1 entities using the Source and Field selectors.

Finally, we can configure the specific action taken when that condition is validated. In our case, we want to mark the Proposal Meeting field as Business Required. Again, we can use Source and Field to specifically target the control to be affected. 

Bringing it all together

Now that we understand the building blocks of a task flow, we can continue adding new pages, branching conditions and business rules to effectively create an easy to use process that our users can utilize to quickly accomplish their tasks without having to think about the underlying entity data model.

 

I hope this post effectively highlighted some of the new innovations in business processes and productivity. Task flows are being released as a preview feature in Dynamics CRM Online 2016 Update. We highly encourage you to try it out, and let us know what you think.

Other Resources

What are task flows and how do they compare to other tools in Dynamics CRM? 

What are preview features and how do I enable them?

Preview feature: Create a new task flow.

 

Regards,

Daniel Dallala | Twitter | LinkedIn

In this post, I’ll show you how to create new task flows to enable your users to quickly accomplish key mobile business tasks.

Enabling task flows

A quick disclaimer before we begin: task flows have been released as a preview feature for Dynamics CRM Online 2016 Update only. For more information about preview features, see What are preview features and how do I enable them?

For task flows to show up on mobile devices you must first turn the feature on. Follow these steps:

  1. Go to Settings > Administration > System Settings.
  2. In the Previews tab, turn task flows on and accept the terms of use.

Now that task flows are enabled, let’s head over to the process grid. Go to Settings > Processes.

In order to surface task flows, we can create a new user view:

  1. Under System Views, select Business Process Flows.
  2. Click the Advanced Find icon: .
  3. Click Edit Columns.
  4. Click Add Columns.
  5. Select the Business Process Type field and move it just after the Category column.
  6. Save As: Business Process Flows w/ Type.

Validate that the view shows the correct information by going back to the processes grid and selecting the Business Process Flow w/ Type view under My Views. There should be a new column to help us distinguish between business flows and task flows. 

Notice the three out-of-the-box task flow experiences that are already present. You can duplicate and modify these out-of-the-box task-flows as you see fit:

  • Update Contact
  • Make Contact on Opportunity
  • After Meeting (cannot be duplicated)

(Note: Because of platform limitations, no new task flows can be created on the Appointment entity.) 

Designing our first task flow

For this example, we will create a quick opportunity update flow called Nurture Opportunity. In this scenario, Nancy just got out of a briefing on an opportunity she is actively working on and she wants to quickly add information and context to the opportunity without having to open many forms.

The key is to only include a subset of the fields that are most pertinent to the task at hand, and intelligently guide the users towards updating all useful information without them having to understand the underlying data model.

Our flow can look something like this:

 

Now that we have understood our scenario and created a rough flow for the process, let’s go ahead and create the task flow.

Creating our first task flow

From the process grid, click .

The Create Process dialog will open, enabling you to create different types of processes: Actions, Workflows, Dialogs and Business Process Flows.

  1. The first thing we will do is give the process a name. This name will appear to your users, so make it descriptive. In our example we will call it Nurture Opportunity.|
     
  2. Then we will select the process category. Task flows and business flows are both types of business process flows. Once you’ve selected Business Process Flow, a new radio button will appear allowing you to select task flows. For Category, select Business Process Flow.
     
  3. As with other processes, you can decide which entity acts as the primary entity. In short, you must define which entity acts as a starting point when launching task flows. In our example we will choose Opportunity.
     
  4. The Business Process Type control is new. By default, the process is configured to run as a business flow, i.e.. the classic experience you are already accustomed to. However, there is now a new format; you can run the process as a task flow. In that case it is only available for mobile users. Select Run process as a task flow (Mobile only).
     
  5. Finally, you will see a Name control just below. This is the logical name of the task flow for any custom client API needs. It is automatically populated; however, you may change it if needed.

Finally, click OK.

Configuring the task flow

After creating the new process, the task flow editor will automatically launch. The editor will feel very familiar as it re-uses some components of the current business flow editor.

You will notice that there is a Details section where you can find information on the current task flow, including:

  • Process Name: the name shown to users
  • Primary Entity: starting entity
  • Owner: creator of the process
  • Name: logical name used programmatically
  • Image: the image that will be used in the task flow menu and at the top of each page. There is a default image for all new task flows, but by clicking on Set Image, you can upload your own image if you wish to differentiate processes visually. (Note: pre-crop the image to 144×144 for best results.)

Pages

As you may notice, in task flows you will be working with pages, which share similarities with stages in business flows. In short, by adding fields to a page, you are simply configuring each page of your process. There are three areas of interest for each page:

  1. Page Label: which is the title users will see on each page as they traverse the flow.
  2. Page Information: which contains two un-editable fields: the primary entity and the logical name of the page. This information is useful for referring to that specific page using the client API (documentation currently not available).
  3. Control area: this section enables you to select the specific field that needs to be shown as well as the label. However, since task flows are multi-entity enabled, we also allow you to fetch fields from any related entities (relationship has to be N:1/Lookup) using the Source column. Finally, we have also included two special keywords as sources: Label and Section. These allow you to better organize the flow of information on your pages.

Branching

After configuring the first page, we need to determine what happens once the user clicks the Next button. Similarly to business flows, we can create a branching condition; however, now you can use the Source and Field controls to branch on almost any field of the primary OR related entities (N:1 relationships), and even compare values between entities (when Type equals Field).

 

Business rules

Furthermore, to automate actions, task flows have been enhanced with the flexibility of business rules. It is now possible to create a business rule on any field of the primary or related entities. Most actions of business rules are supported; these include:

  • Show error message
  • Set field value
  • Set business required
  • Set visibility
  • Set default value
  • Lock or unlock field
  • And a new action: Run Script. This new action enables you to trigger custom JavaScript directly from the business rule*

* Running a script directly from a PBL is available for task flows as a Preview only. The same Xrm.Page object model found in entity form pages is available. We are looking for feedback as to how you want to use this experimental capability. 

To create a business rule for our process, simply click Business Rules on the action bar:

From the dialog, you can create a new business rule. Note that the business rule will be scoped to only run on the task flow, i.e., you can’t set an entity-level scope from this business rule editor.

In our example, we will set a specific business rule to run that depends on the opportunity pipeline phase. First we set the condition, and as before, the condition can pull fields from the primary entity as well as any of the related N:1 entities using the Source and Field selectors.

Finally, we can configure the specific action taken when that condition is validated. In our case, we want to mark the Proposal Meeting field as Business Required. Again, we can use Source and Field to specifically target the control to be affected. 

Bringing it all together

Now that we understand the building blocks of a task flow, we can continue adding new pages, branching conditions and business rules to effectively create an easy to use process that our users can utilize to quickly accomplish their tasks without having to think about the underlying entity data model.

 

I hope this post effectively highlighted some of the new innovations in business processes and productivity. Task flows are being released as a preview feature in Dynamics CRM Online 2016 Update. We highly encourage you to try it out, and let us know what you think.

Other Resources

What are task flows and how do they compare to other tools in Dynamics CRM? 

What are preview features and how do I enable them?

Preview feature: Create a new task flow.

 

Regards,

Daniel Dallala | Twitter | LinkedIn


Source;

Collaborate across your organization with Office 365 Groups

Office 365 Groups are a shared workspace for email, conversations, files, and events where group members can collectively get stuff done. 

You can use groups to collaborate with people across your company, even if they don’t have access to Microsoft Dynamics CRM Online. For example, you can create a group for your sales team and invite other Office 365 users to join the group, and then share documents, conversations, meeting notes, and OneNote information related to specific accounts or opportunities. 

How to get the new Office 365 Groups integration 

The Office 365 Groups feature is available for all Microsoft Dynamics CRM Online organizations through Office 365. The feature is delivered as a solution that an administrator can install onto their Dynamics CRM Online service through the CRM Online Administration Center. Learn how to deploy the Office 365 Groups solution.

Can I upgrade the Office 365 Groups Preview solution? 

Thank you for participating in the Office 365 Groups Preview. Your feedback was valuable in directing the full release. You may upgrade your Office 365 Groups Preview solution to the version available at the time of this writing (v2.0.0.2) but any existing groups you’ve created will no longer be connected to your existing Dynamics CRM records. You will have to recreate any groups and migrate any data manually. If you require these connections to be maintained, please wait to upgrade until Feb 2016. We are actively working on our next update which will contain full upgrade support from the Preview version of the solution. To upgrade the solution, follow the same steps as you would to initially install the solution except the ‘Install’ button will now read as ‘Update’. 

Known upgrade issue 

In rare cases you may receive the following error we attempting to create or view an Office 365 Group immediately after upgrade: 

Process action associated with this process is not activated” 

In this case, the processes that are required by the solution were disabled during the upgrade. You can easily re-enable them through the Customization page. To do so, navigate to Settings, then choose Customizations. Then choose Customize the System. Under Components, choose Processes. Ensure the following actions are Activated: 

  • Check Duplicate Group Name 

  • Create Collaboration 

  • Delete Document 

  • Post Conversation 

  • Publish Conversations 

  • Refresh 

  • Refresh Conversations 

  • Refresh Documents 

  • Refresh Meetings 

  • Refresh Members 

  • Retrieve Office Groups Collaboration 

  • Retrieve Office Groups Conversations 

  • Retrieve Office Groups Documents 

  • Retrieve Office Groups Header 

  • Retrieve Office Groups Meetings 

  • Retrieve Office Groups Members 

  • Retrieve Office Groups Setting 

 Additional Resources 

Office 365 Groups are a shared workspace for email, conversations, files, and events where group members can collectively get stuff done. 

You can use groups to collaborate with people across your company, even if they don’t have access to Microsoft Dynamics CRM Online. For example, you can create a group for your sales team and invite other Office 365 users to join the group, and then share documents, conversations, meeting notes, and OneNote information related to specific accounts or opportunities. 

How to get the new Office 365 Groups integration 

The Office 365 Groups feature is available for all Microsoft Dynamics CRM Online organizations through Office 365. The feature is delivered as a solution that an administrator can install onto their Dynamics CRM Online service through the CRM Online Administration Center. Learn how to deploy the Office 365 Groups solution.

Can I upgrade the Office 365 Groups Preview solution? 

Thank you for participating in the Office 365 Groups Preview. Your feedback was valuable in directing the full release. You may upgrade your Office 365 Groups Preview solution to the version available at the time of this writing (v2.0.0.2) but any existing groups you’ve created will no longer be connected to your existing Dynamics CRM records. You will have to recreate any groups and migrate any data manually. If you require these connections to be maintained, please wait to upgrade until Feb 2016. We are actively working on our next update which will contain full upgrade support from the Preview version of the solution. To upgrade the solution, follow the same steps as you would to initially install the solution except the ‘Install’ button will now read as ‘Update’. 

Known upgrade issue 

In rare cases you may receive the following error we attempting to create or view an Office 365 Group immediately after upgrade: 

Process action associated with this process is not activated” 

In this case, the processes that are required by the solution were disabled during the upgrade. You can easily re-enable them through the Customization page. To do so, navigate to Settings, then choose Customizations. Then choose Customize the System. Under Components, choose Processes. Ensure the following actions are Activated: 

  • Check Duplicate Group Name 

  • Create Collaboration 

  • Delete Document 

  • Post Conversation 

  • Publish Conversations 

  • Refresh 

  • Refresh Conversations 

  • Refresh Documents 

  • Refresh Meetings 

  • Refresh Members 

  • Retrieve Office Groups Collaboration 

  • Retrieve Office Groups Conversations 

  • Retrieve Office Groups Documents 

  • Retrieve Office Groups Header 

  • Retrieve Office Groups Meetings 

  • Retrieve Office Groups Members 

  • Retrieve Office Groups Setting 

 Additional Resources 


Source;

Using financial dimensions with Lean manufacturing

There’s a little trick, or rather, limitation, to using financial dimensions with Lean Manufacturing. You can get the dimensions to come through for most everything in the process by using the correct setup, having the right defaults on the products, etc. However, you might have noticed that some of your costs at the end of the process… Read moreThere’s a little trick, or rather, limitation, to using financial dimensions with Lean Manufacturing. You can get the dimensions to come through for most everything in the process by using the correct setup, having the right defaults on the products, etc. However, you might have noticed that some of your costs at the end of the process… Read more
Source;

Using AX with “Block editing” of Routes enabled

I’ve been getting some questions lately concerning the “Block editing” of routes functionality in Dynamics AX (Production control | Setup | Production control parameters). This is useful functionality, in that it allows a little more control for the shop floor managers and others to be able to lock down the routes from just anyone editing… Read moreI’ve been getting some questions lately concerning the “Block editing” of routes functionality in Dynamics AX (Production control | Setup | Production control parameters). This is useful functionality, in that it allows a little more control for the shop floor managers and others to be able to lock down the routes from just anyone editing… Read more
Source;

Using AX with “Block editing” of BOM’s enabled

I’ve had some questions come in lately regarding the use of the “Block editing” function in the Bill of materials setup (Inventory management | Setup | Inventory and warehouse management parameters). This is a useful tool, that allows a little more control of approved BOM’s. However, it can be kind of frustrating for the approver,… Read moreI’ve had some questions come in lately regarding the use of the “Block editing” function in the Bill of materials setup (Inventory management | Setup | Inventory and warehouse management parameters). This is a useful tool, that allows a little more control of approved BOM’s. However, it can be kind of frustrating for the approver,… Read more
Source;

Error when modifying existing Purchase order Delivery schedules – “Line number x is outside range of delivery schedule and cannot be used.”

I’ve recently come across a couple of customers that were having issues modifying previously created Purchase order Delivery schedules.  This typically happens if we have at least 2 items on a purchase order, both of which contain a delivery schedule.  If needing to add a line to one of these existing Delivery schedules, we are seeing an… Read moreI’ve recently come across a couple of customers that were having issues modifying previously created Purchase order Delivery schedules.  This typically happens if we have at least 2 items on a purchase order, both of which contain a delivery schedule.  If needing to add a line to one of these existing Delivery schedules, we are seeing an… Read more
Source;

Enable Lookup and search customer through real-time-service

In some scenarios, some Retailers happened to have a large number of customers back in their AX HQ database and they don’t want to synchronize all of them to the channel database, in other cases, at one of the store a new customer has been created, but at rest of the stores they are not aware… Read moreIn some scenarios, some Retailers happened to have a large number of customers back in their AX HQ database and they don’t want to synchronize all of them to the channel database, in other cases, at one of the store a new customer has been created, but at rest of the stores they are not aware… Read more
Source;