I cannot seem to customise the booking template for the schedule board in the MSCRM field service
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We have Twilio Flex running in a Channel Integration Framework (CIF) panel embedded in Dynamics CRM. Using CIF it is possible to interact with Dynamics CRM from Twilio Flex, and it is possible for Twilio Flex to listen for CIF events coming out of Dynamics CRM.
For instance, the standard phone number field button on CRM raises an 'onclicktoact' CIF event through the framework, which can be captured in the Flex panel to start outbound calls in Twilio Flex.
However, during a call in Twilio, we require to update the call context in Twilio with information coming out of CRM - e.g. the CRM ID of a new record being created, or details on changes to an existing record.
How do I raise a custom 'onclicktoact' event in Dynamics CRM through CIF to make Twilio aware of changes happening in Dynamics CRM? Is it possible to raise such an event in JavaScript on a button in the ribbon within Dynamics CRM?
The best thing to do is, create a PCF control to include a custom textbox + phone icon button similar to OOB phone field control and implement the CRM context aware click-to-dial to CIF panel.
I am aware, that is how Solgari (a Microsoft CIF partner) implemented it. Read more
Today, I have faced one issue from google calendar connector .
I have two connectors in ms-flow.
When event is added
When event is updated
Whenever event is added/update, it should be adding/updating in appointment entity.
Scenario 1
-Schedule test1 one appointment to gmail
Connector ->Using 'When event is added' action I am able to create test1 appointment is dynamics crm
Scenario 2
--Updated test1 appointment in outlook
I have used this action 'When event is updated' to update appointments- it is not trigger and update test1 appointment is dynamics crm. But create flow is triggering in this place.I don't know why?
Could any one assist on this issue?
Regards,
SB
I am following this link Book An Appointment In CRM Dynamics Using C# and am able to create the appointment in CRM Dynamics Calendar, which in turn returns the GUID and it's visible in Dynamics Calendar too.
Also, I was able to change the Appointment status from "open" to "Scheduled" by using entity SetStateRequest as follows but still I can't get this appointment synced/visible into my Outlook Calendar.
Any suggestions would be highly appreciated. Thanks
Guid _appointmentId = organizationService.Create(appointment);
var state = new SetStateRequest
{State = new OptionSetValue(3),
Status = new OptionSetValue(5),
EntityMoniker = new EntityReference("appointment", _appointmentId)};
var stateSet = (SetStateResponse)organizationService.Execute(state);
CRM & Exchange mailbox is still not connected using Server side sync. You have to configure your CRM mailbox record to sync the Appointment, Contact & Task (can be configured only in any one of the environment)
Read more
Go to your CRM system user record & open the associated Mailbox record, verify the Mailbox is configured properly for Incoming/Outgoing/ACT, O365 global admin approval, then “Test & Enable”.
Reference
Is it possible to create custom calendar view for Office365 calendar?
Goal:
Show total sum of Activity entities related to Project entity in a form field named Total Activities in Dynamics CRM 365
Following these guys, for our Project entity's form edtior, we've created a normal Whole Number field named Total Activities.
As suggested in the blog, we've Created a workflow process to run on Activity entry entity:
with a name Activity counter:
which will be activated as a process when
Record is created
Record status changes
Record is deleted
We've reached to Step Properties:
The blog says the following:
In the Update Event step, increment the attendee count by 1, and the Total Revenue (Event) field by the Fee field from the Registration record.
We're not able to see that Event step thing anywhere in the process editor.
How to get to the following screen?
Use rollup fields
In Microsoft Dynamics 365, rollup fields are designed to help users obtain insights into data by monitoring key business metrics. A rollup field contains an aggregate value computed over the records related to a specified record, such as open opportunities of an account. Also, you’ll be able to aggregate data from the activities directly related to a record, such as emails and appointments, and activities indirectly related to a record via the Activity Party entity. In more complex scenarios, you can aggregate data over the hierarchy of records. As an administrator or customizer, you can define rollup fields by using the customization tools in the Dynamics 365 Web application, without needing a developer to write code.
The steps you are following are for Real-Time Workflows. You should UNCHECK the "Run this workflow in the background (recommended)" checkbox in order to see the the Update Event Steps. The items in the red square box are the Update Event Steps