DYNAMICS 365-LEARN TO SEND AN EMAIL ON RECORD SHARE

One of the common things people do in Dynamics365 is share a record such as Lead, Opportunity etc. with other users. So how does a user know that a record has been shared with him/her?

This was asked by one of our customer’s. They said “I cannot call and tell that I have shared a lead with you”. Since emails are an integral part of most users’ days, it makes sense that Dynamics365 should have the capability to send an email notifying the user that record has been shared with him/her. But sadly there was no out-of-box configuration that allows such notification in Dynamics365.

To solve this, we had to look at our good friend ‘plugin’, so we decided to write a plugin in order to send an email notification when a record is shared.

Sending email was the easy part but there was very little information that we found on which event to trigger the plugin and how to get the details of users with whom the record is being shared.

Solution

Create a plugin project as you would normally do. We used the Dynamics365 Developer toolkit to do the same. Whenever a record is shared “Grant Access” message is fired so check if the context message is Grant Access (i.e. plugin is executed for ‘Grant Access’)

Get the user who has shared the record by checking the context under which the plugin is running.

Now the tricky part – Get the user with whom the record is being shared. This is found under the “Principal Access” parameter in the plugin context.

In our case as Lead was being shared so get the Lead record that is being shared.

Now we have the user who shared the record, user with whom the record is shared and the record that is shared, so you can now simply create an email message and send email notification from plugin.

Although simple but it is a really handy solution for a common requirement.

So that’s it from SoluzioneITServices Microsoft Gold Partner . This is our first blog and hope you like it.

If you want additional services then check out Soluzione Digital Services.

AUTO COUNTER IN DYNAMICS 365

For Microsoft Dynamics CRM 4.0.0/2011/2013/2015/2016/ Dynamics 365 one of the major challenges faced by developers is generating Auto numbers on various entities. To overcome this, Soluzione IT services Microsoft Gold Partner releases “Solz Auto Counter”

solution to automate the process of adding counters to the CRM entities. It allows user to configure counter for default as well as custom entities. Here, you can put any prefix, suffix, counter zero padding and specified date formats with Auto numbering. You can set initial value of counter and its incremental value as well. At any point of time it can be activated or deactivated. You can also provide Security Role as per the user access in Dynamics CRM, it can be Read Only or Admin Access.

One can configure the Auto counter for “Dynamics 365”as per the example given below.

1.Install the SolzAutoCounter solution in Dynamics 365 by importing the managed solution. After it is successfully installed you should have SolzAutoCounter in your solutions as below.

2.Clicking on the Auto Counter to navigate the sub-grid.

3.Create a new auto counter record to configure the counter settings.

4.Go to Account entity and create a new record and save

Key Features

·         It allows user to use the auto counter in Microsoft dynamics 365 online or on-premises versions.

·         It allows user to configure the counter for Microsoft dynamics 365 default as well as custom entities.

·         Quick create to set auto counter for any entity.

You can use the following date formats to add as prefix or suffix of the counter

·       Use format “[d]” to Return only date

·       Use format “[m]” to Return only month

·       Use format “[y]” to Return only year

·       Use format “[ddd]” to Return Day First Three Letters

·       Use format “[dddd]” to Return Day Name

·       Use format “[mm]” to Return Month Number In Integer

·       Use format “[mmm]” to Return Month First Three Alphabets

·       Use format “[mmmm]” to Return Month Name

·       Use format “[y]” to Return Year Last Value

·       Use format “[yy]” to Return Year Last Two Value

·       Use format “[yy]” to Return Year Last Three Value

·       Use format “[yyyy]” to Return Year Last Four Value

·       Use format “[yyyyy]” to Return Year Last Five Value

Activate or deactivate counter at any time easily. This will activate or deactivate when the auto counter record is set to activate or deactivated status.

To Know More Visit

http://www.solzit.com/new-auto-counter-dynamics-365/

 or talk to our experts 

http://www.solzit.com/