News.mscrm-addons.com BlogHello and welcome to our blog! What can we do for you? Are you looking for further technical information or step-by-step instructions to our products? Or would you like to read the latest news on mscrm-addons? Please feel free to browse our blog for detailed information and to share our posts! https://www.mscrm-addons.com/BlogTrigger a workflow in batch-operations from the dialoghttps://www.mscrm-addons.com/Blog/PostId/10198/trigger-a-workflow-in-batch-operations-from-the-dialogActivityTools (AT),AT 365,DocumentsCorePack (DCP)Mon, 01 Apr 2019 15:36:04 GMT<p style="text-align: justify;">This blog article outlines how to execute a workflow for each record in a&nbsp;batch process. Please also have a look at this <a href="https://www.mscrm-addons.com/Blog/PostId/10162/process-generated-document-in-a-workflow-from-the-dialog" target="“_blank“">blog article</a>&nbsp;about how to process a&nbsp;generated document in <g class="gr_ gr_99 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar only-del replaceWithoutSep" id="99" data-gr-id="99">a workflow</g> from the dialog (in the single case).&nbsp;</p> <p style="text-align: justify;"><strong>Please notice:</strong>&nbsp;The batch can ONLY run workflows that have been configured for the AutoMergeWorkingIntem entity.&nbsp; In order to process the records themselves, a sub-workflow&nbsp;has to be triggered, which can be done by the custom workflow activity "DCPWorkflowSandbox<g class="gr_ gr_98 gr-alert gr_gramm gr_inline_cards gr_run_anim Style replaceWithoutSep" id="98" data-gr-id="98">:TriggerSubWorkflow</g>" that comes with the installation of our solution.</p> <p style="text-align: justify;">Within this tutorial, we will create such workflows step-by-step. The result will be an invoice which will be sent to a batch of customers and after the terms of payment will be updated&nbsp;to Net 30 in Dynamics 365 for these customers as you can see in the figure below.</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Updated terms of payment " href="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure1.png"> <img alt="Updated terms of payment" width="564" height="379" class="img-responsive" src="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure1.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: The result: Updated terms of payment</em></div> </div> <p style="text-align: justify;"><span style="color: #0077b3;"><strong><br /> </strong></span></p> <p style="text-align: justify;"><span style="background-color: #fcfcfc; text-align: justify;"><span style="color: #0077b3;"><strong>Step 1: Create sub-workflow&nbsp;</strong></span><br /> </span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">Please open your Microsoft Dynamics 365 and navigate to Settings &gt; Processes. In the My Processes - area, click on the&nbsp;</span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;"><strong>[New]</strong></span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">-button in order to create a new workflow.&nbsp; A dialog pops up. Type in&nbsp;</span><span style="font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit; font-size: 24px; color: #0077b3;">❶&nbsp;</span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">the name of your workflow, determine&nbsp;</span><span style="font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit; font-size: 24px; color: #0077b3;">❷&nbsp;</span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">an entity -&nbsp;</span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">Contact</span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">&nbsp;in this case and select&nbsp;</span><span style="font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit; font-size: 24px; color: #0077b3;">❸&nbsp;</span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">Workflow</span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">&nbsp;as the process category. <g class="gr_ gr_102 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling multiReplace" id="102" data-gr-id="102">Afterwards</g>, hit the&nbsp;</span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;"><strong>[OK]</strong></span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">-button.&nbsp;</span></p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Create a new workflow " href="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure2.png"> <img alt="Create a new workflow" width="407,5" height="307" class="img-responsive" src="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure2.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 2: Create a new workflow</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="background-color: #fcfcfc; text-align: justify;">The window below pops up, where you can configure your workflow in detail. Please check the&nbsp;<span style="font-size: 24px; color: #0077b3;">❶</span><strong>&nbsp;As an on-demand</strong>&nbsp;checkbox in the Available to Run-area and as Scope select&nbsp;<span style="font-size: 24px; color: #0077b3;">❷</span>&nbsp;<strong>Organization</strong>. Next, please add a new step by hitting on the&nbsp;<strong>[Add Step]</strong>-drop-down menu and select&nbsp;<span style="font-size: 24px; color: #0077b3;">❸&nbsp;</span><strong>Update Record</strong>.&nbsp;</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Update record " href="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure3.png"> <img alt="Update record" width="554,5" height="326,5" class="img-responsive" src="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure3.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 3: Update record</em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>&nbsp;</em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em> <span style="background-color: #fcfcfc; text-align: justify;">As soon as the step has been added to your workflow, please enter&nbsp;</span><span style="background-color: #fcfcfc; text-align: justify; font-size: 24px; color: #0077b3;">❶&nbsp;</span><span style="background-color: #fcfcfc; text-align: justify;">a name that remains you of what it contains, e.g. Update contact. Then open the drop-down menu, select&nbsp;</span><span style="background-color: #fcfcfc; text-align: justify; font-size: 24px; color: #0077b3;">❷</span><span style="background-color: #fcfcfc; text-align: justify;">&nbsp;Contact and hit the&nbsp;</span><span style="background-color: #fcfcfc; text-align: justify; font-size: 24px; color: #0077b3;">❸</span><span style="background-color: #fcfcfc; text-align: justify;">&nbsp;</span><span style="background-color: #fcfcfc; text-align: justify;"><strong>[Set Properties]</strong></span><span style="background-color: #fcfcfc; text-align: justify;">-button.&nbsp;</span></em></p> </div> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Contact: Set properties" href="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure4.png"> <img alt="Contact: Set properties" width="553,5" height="329,54" class="img-responsive" src="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure4.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 4: Contact: Set properties</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="background-color: #fcfcfc; text-align: justify;">The dialog below opens. It allows you to configure your workflow. In this case, you have to select in the <span style="font-size: 24px; color: #0077b3;">❶</span>&nbsp;Payment Terms drop-down menu Net 30. To finish the workflow, please do not forget to click on the&nbsp;<span style="font-size: 24px; color: #0077b3;">❷&nbsp;</span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit;"><strong>[Save and Close]</strong></span>-button.&nbsp;</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Set properties: Update payment terms" href="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure5.png"> <img alt="Set properties: Update payment terms" width="537,5" height="256" class="img-responsive" src="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure5.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 5: Set properties: Update payment terms</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;"><span style="background-color: #fcfcfc; text-align: justify;">After finishing the configuration, do not forget to activate your so created workflow by hitting the<strong>&nbsp;</strong></span><span style="background-color: #fcfcfc; text-align: justify;"><strong>[Activate]</strong></span><span style="background-color: #fcfcfc; text-align: justify;">-button located at the top.<br /> <br /> </span></p> <p style="text-align: justify;"><span style="background-color: #fcfcfc;"><strong><span style="color: #0077b3;">Step 2: Create&nbsp;</span></strong></span><span style="background-color: #fcfcfc; color: #0077b3;"><strong>the AutoMergeWorkingIntem workflow which triggers the sub-workflow</strong><br /> </span>As explained before, please create a new workflow.&nbsp;<span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">The window below pops up, where you can configure your workflow in detail. Please check the&nbsp;</span><span style="font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit; font-size: 24px; color: #0077b3;">❶</span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit;">&nbsp;<strong>As an on-demand</strong></span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;"><strong>&nbsp;</strong>checkbox in the Available to Run-area and as Scope select&nbsp;</span><span style="font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit; font-size: 24px;"><span style="color: #0077b3;">❷</span><span style="background-color: #fcfcfc;">&nbsp;</span></span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit;"><strong>Organization</strong></span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">. Next, please add a new step by hitting on the<strong>&nbsp;</strong></span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit;"><strong>[Add Step]</strong></span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">-drop-down menu and select the&nbsp;</span><span style="font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit; font-size: 24px; color: #0077b3;">❸&nbsp;</span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit;"><strong>DCPWorkflowSandbox - TriggerSubWorkflow </strong>workflow activity</span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">.&nbsp;</span></p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="DCPWorkflowSandbox - TriggerSubWorkflow" href="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure6.png"> <img alt="DCPWorkflowSandbox - TriggerSubWorkflow" width="550,5" height="341,5" class="img-responsive" src="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure6.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 5: DCPWorkflowSandbox - TriggerSubWorkflow</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;">Next, please configure your workflow.&nbsp;<span style="background-color: #fcfcfc; text-align: justify;">Please set the cursor in the&nbsp;<span style="background-color: #fcfcfc; text-align: justify; font-size: 24px; color: #0077b3;">❶</span></span><span style="background-color: #fcfcfc; text-align: justify; color: #0077b3;">&nbsp;</span><span style="background-color: #fcfcfc; text-align: justify;">PrimaryRecordUrl-field and select&nbsp;<span style="background-color: #fcfcfc; text-align: justify; font-size: 24px; color: #0077b3;">❷</span></span><span style="background-color: #fcfcfc; text-align: justify;">&nbsp;</span><span style="background-color: #fcfcfc; text-align: justify;"><strong>PrimaryRecordUrl&nbsp;</strong></span><span style="background-color: #fcfcfc; text-align: justify;">in the drop-down menu in the Form Assistant, click on the</span><span style="background-color: #fcfcfc; text-align: justify;">&nbsp;<strong>[Add]</strong></span><span style="background-color: #fcfcfc; text-align: justify;">-button and hit the&nbsp;</span><span style="background-color: #fcfcfc; text-align: justify;"><strong>[OK]</strong></span><span style="background-color: #fcfcfc; text-align: justify;">-button below (highlighted in yellow). The PrimaryRecordUrl-field is filled now. Then please search&nbsp;<span style="background-color: #fcfcfc; text-align: justify; font-size: 24px; color: #0077b3;">❸</span> the <strong>sub-workflow "Update contact"</strong> you created before and do not forget to hit the <strong>[Save and Close]</strong>-button at the top.</span><span style="background-color: #fcfcfc; text-align: justify;"> </span></p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Set Custom Step Input Properties" href="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure7.png"> <img alt=" Set Custom Step Input Properties" width="536" height="337" class="img-responsive" src="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure7.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 7: Set Custom Step Input Properties</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;">After finishing the configuration, do not forget to activate your so created workflow by hitting the<span>&nbsp;</span><span><strong>[Activate]</strong></span>-button located at the top.</p> <p style="text-align: justify;">That&acute;s it - you can now use your workflow - Trigger "Update contact" workflow in the DCP dialog (please have a look at figure 11 at the bottom). Considering that sending an invoice to customers and updating the terms of payment is a commonly used action, we recommend creating a one-click-action to automate the process. So please continue with step 3.&nbsp;<br /> <br /> </p> <p style="text-align: justify;"><span style="color: #0077b3;"><strong>Step 3: Create a Batch One-Click-Action<br /> </strong></span><span style="background-color: #fcfcfc;">Please open the DocumentsCorePack Config Page by navigating to Dynamics 365-&gt; Settings -&gt; MSCRM-<g class="gr_ gr_90 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del" id="90" data-gr-id="90">ADDONS</g> -&gt; DocumentsCorePack -&gt; One-Click-Actions&nbsp;</span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">and hit the&nbsp;</span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;"><strong>[Create Document]</strong></span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">-button. You have to create a new One-Click-Action for the entity Contact <g class="gr_ gr_89 gr-alert gr_gramm gr_inline_cards gr_run_anim Punctuation only-ins replaceWithoutSep" id="89" data-gr-id="89">in</g> this case, so please hit&nbsp;<span style="font-size: 24px; color: #0077b3;">❶</span> the <strong>[New Batch]</strong>-button and type in <span style="font-size: 24px; color: #0077b3;">❷&nbsp;</span>the name of your One-Click-Action.&nbsp;</span></p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Create New Batch" href="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure8.png"> <img alt="Create New Batch" width="694,5" height="254" class="img-responsive" src="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure8.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 8: Create <g class="gr_ gr_105 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar only-ins replaceWithoutSep" id="105" data-gr-id="105">New</g> Batch</em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>&nbsp;</em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em> </em></p> </div> <p style="text-align: justify;"><span style="background-color: #fcfcfc; text-align: justify;">After hitting the<strong>&nbsp;</strong></span><span style="background-color: #fcfcfc; text-align: justify;"><strong>[OK]</strong></span><span style="background-color: #fcfcfc; text-align: justify;">-button, you will be provided with the configuration window for Batch Actions.&nbsp;</span><span style="background-color: #fcfcfc; text-align: justify;">More information about how to configure a One-Click-Action can be found in this <a href="https://www.mscrm-addons.com/Blog/PostId/10095/step-by-step-how-to-configure-an-one-click-action" target="“_blank“">blog article</a>. Important is, that you check the Run workflow checkbox in your Processing Settings and select the so created workflow: <strong>Trigger "Update contact"</strong> workflow (highlighted in yellow below).&nbsp;<br /> </span></p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Processing settings" href="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure9.png"> <img alt="Processing settings" width="600,5" height="375,5" class="img-responsive" src="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure9.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 9: Processing settings</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;"> <div><span style="color: #0077b3;"><strong>Step 4: Use the One-Click-Action<br /> </strong></span><span style="color: #7f7f7f;">If a Dynamics 365 user now selects some records from the entity Contact and clicks on the</span><strong style="color: #7f7f7f;"> [Create Document]</strong><span style="color: #7f7f7f;">-button, the user will be automatically provided with the new One-Click-Action "Send invoice via mail and update contact after".&nbsp;</span><span style="color: #0077b3;"><strong><br /> </strong></span></div> </p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="DCP dialog: Available One-Click-Actions" href="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure10.png"> <img alt="DCP dialog: Available One-Click-Actions" width="380,5" height="338" class="img-responsive" src="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure10.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 10: DCP dialog: Available One-Click-Actions</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;">Hit the <strong>[Next]-</strong>button to continue. As shown in the figure below, the dialog&nbsp;<span style="background-color: #fcfcfc; text-align: justify; font-size: 24px; color: #0077b3;">❶</span> attaches the invoice as an email attachment and by checking the <span style="background-color: #fcfcfc; text-align: justify; font-size: 24px; color: #0077b3;">❷&nbsp;</span><strong>Run workflow</strong> checkbox you can start the so created workflow, which triggers the "Update contact" as you can see below.&nbsp;</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="The result" href="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure11.png"> <img alt="The result" width="380" height="339" class="img-responsive" src="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure11.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 11: The result&nbsp;</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;"><span>The result will be an invoice which will be sent to a batch of customers and after the terms of payment will be updated&nbsp;to Net 30 in Dynamics 365 for these customers (as in figure 1).</span></p> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;"><span style="font-size: 13px;"><span style="background-color: #fcfcfc; text-align: justify; color: #565656;"><strong>That&rsquo;s it!</strong>&nbsp;</span><span style="background-color: #fcfcfc; text-align: justify;">We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:support@mscrm-addons.com" style="background-color: #fcfcfc; text-align: justify;">support@mscrm-addons.com</a><span style="background-color: #fcfcfc; text-align: justify;">.</span></span></p>10198CRM Sandbox Plugin errors and resolutions https://www.mscrm-addons.com/Blog/PostId/10164/crm-sandbox-plugin-errors-and-resolutions*General*,ActivityTools (AT),AT 365,PowerSearch (PS),SmartBar (SB)Thu, 29 Nov 2018 07:39:37 GMT<p style="text-align: justify;">This blog article outlines how to handle the CRM Sandbox Plugin errors.</p> <p style="text-align: justify;"><span style="color: #0077b3;"><strong>Long loading time of add-ons<br /> </strong></span>ActivityTools, PowerSearch, and SmartBar use a CRM sandbox plugin in the background. It is a known CRM problem that the first plugin execution could take very long. Unfortunately, it is beyond our control. More information can be found <a href="https://community.dynamics.com/crm/f/117/t/198580" target="_blank" style="background-color: #ffffff;">here</a>.&nbsp;<span style="color: #0077b3;"><strong><br /> </strong></span></p> <p style="text-align: justify;">If you have not used the add-on for a long time or the handler opens a new worker process this can happen. But if you use the&nbsp;add-on frequently (like in a production environment), the plugin will stay cached and this initiation should not happen very often.&nbsp;</p> <p style="text-align: justify;">If you load the add-on a few times after each other (independent&nbsp;if it is for the same record or not), at least from the 7th execute on it should be normal fast. Based on our information CRM starts 6 worker process maximum. The 7th execute will use one of the existing.&nbsp;</p> <p style="text-align: justify;">But that it can take longer to load than a default CRM field is normal because add-ons get started on page load. At this time CRM internal components are almost finished.&nbsp;</p> <p style="text-align: justify;"><span style="color: #0077b3;">&nbsp;<br /> <strong>Communication object error</strong></span><br /> If ActivityTools, SmartBar, PowerSearch or the license information request the configuration page fails, a red error message will be displayed. If it contains the following message, it indicates that anything is not correct with the CRM Sandbox&nbsp;service.&nbsp;</p> <p><span style="background: red;"><g class="gr_ gr_53 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="53" data-gr-id="53"><span style="color: #000000;">Mesasge</span></g><span style="color: #000000;">: System.ServiceModel.Security.SecurityNegotiationException: Microsoft Dynamics CRM has experienced an error.</span></span></p> <p style="text-align: justify;"><strong><span style="color: #7f7f7f;">How to solve for NOT CRM online organizations:&nbsp;</span></strong><br /> Go to the CRM Server (in case of multiple servers to the backend server) -&gt; Services Look for "Microsoft Dynamics CRM Sandbox Processing Services" and restart it.&nbsp;</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Look for " href="/Portals/0/Blog/CRM_Sandbox_Plugin_errors_and_resolutions/Figure1.png"> <img alt="Look for " width="624,5" height="92,5" class="img-responsive" src="/Portals/0/Blog/CRM_Sandbox_Plugin_errors_and_resolutions/Figure1.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: Look for &ldquo;Microsoft Dynamics CRM Sandbox Processing Services&rdquo;<br /> <br /> <br /> </em></div> </div> <p style="text-align: justify;">If this should still not work, please check the Sandbox service configuration as shown in this <a href="https://docs.microsoft.com/en-us/previous-versions/dynamicscrm-2016/deployment-administrators-guide/hh699825(v=crm.8)#microsoft-dynamics-365-sandbox-processing-service" target="_blank">article</a>. In many cases, a wrong or not set SPN is the reason for the issue.&nbsp;</p> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;"><span style="font-size: 13px;"><span style="background-color: #fcfcfc;"><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:office@mscrm-addons.com" style="background-color: #ffffff;">office@mscrm-addons.com</a>.&nbsp;&nbsp;</span><span style="background-color: #fcfcfc;">&nbsp;</span> </span></p> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;">​</p> <p style="text-align: justify;">​</p>10164Email Signature or Default sender does not work with ActivityTools for Dynamics 365https://www.mscrm-addons.com/Blog/PostId/10144/email-signature-or-default-sender-does-not-work-with-activitytools-for-dynamics-365*General*,ActivityTools (AT),AT 365Fri, 27 Jul 2018 12:55:29 GMT<p style="margin-bottom: 0.0001pt; text-align: justify;">You have enabled the default signature of Dynamics 365 or defined a default sender via the ActivityTools Signature Editor. But on reply/forward from within ActivityTools, it is not set. This article shows how this can be solved.</p> <p style="margin-bottom: 0.0001pt; text-align: justify;">&nbsp;</p> <p style="margin-bottom: 0.0001pt; text-align: justify;">This feature is only available for Dynamics 365 version of ActivityTools (2017.xx).</p> <p style="margin-bottom: 0.0001pt; text-align: justify;">&nbsp;</p> <p style="margin-bottom: 0.0001pt; text-align: justify;">E.g. for your system user you have an email signature with the option &ldquo;Set as Default&rdquo; similar as below:</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Default email signature " href="/Portals/0/Blog/Email_Signature_or_Default_Sender_doew_not_work_with_AT/Figure1.png"> <img alt="Default email signature" class="img-responsive" src="/Portals/0/Blog/Email_Signature_or_Default_Sender_doew_not_work_with_AT/Figure1.png" width="440" height="207,5" /></a><em>Figure 1: Default email signature</em></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><br /> <br /> </em></div> </div> <p style="margin-bottom: 0.0001pt; text-align: justify;">The signature is inserted correctly when you create a new email, but not if you reply/forward from within ActivityTools. A common reason is that the ActivityTools <g class="gr_ gr_46 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="46" data-gr-id="46">onload</g> scripts are not added to the user email form.</p> <p style="margin-bottom: 0.0001pt; text-align: justify;">&nbsp;</p> <p style="margin-bottom: 0.0001pt; text-align: justify;">For the main email form named &ldquo;E-Mail&rdquo;, this is done automatically via the &ldquo;ActivityToolsPluginConfig&rdquo; solution which is part of the ActivityTools installation. To check if the solution is installed got to Dynamics 365 &gt; Settings &gt; Solutions.</p> <p style="margin-bottom: 0.0001pt; text-align: justify;">&nbsp;</p> <p style="margin-bottom: 0.0001pt; text-align: justify;">For all other email forms, these scripts have to be added manually as described below.</p> <p style="margin-bottom: 0.0001pt; text-align: justify;">Open Dynamics 365 &gt; Settings &gt; Customizations &gt; Customize the System</p> <p style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Customize the System" href="/Portals/0/Blog/Email_Signature_or_Default_Sender_doew_not_work_with_AT/Figure2.png"> <img alt="Customize the System" class="img-responsive" src="/Portals/0/Blog/Email_Signature_or_Default_Sender_doew_not_work_with_AT/Figure2.png" width="343" height="207" /></a><em>Figure 2: Customize the System</em></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><br /> <br /> </em></div> </p> <p style="text-align: justify;">In the so opened window select Entities &gt; Email &gt; Forms &gt; and open the relevant email form as you can see in the figure below.&nbsp;<br /> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Email Forms" href="/Portals/0/Blog/Email_Signature_or_Default_Sender_doew_not_work_with_AT/Figure3.png"> <img alt="Email Forms" height="191,5" class="img-responsive" src="/Portals/0/Blog/Email_Signature_or_Default_Sender_doew_not_work_with_AT/Figure3.png" width="245,5" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 3: Email Forms</em></div> </div> </p> <p>&nbsp;</p> <p style="text-align: justify;">In the so opened email form&nbsp;hit on&nbsp;<span style="font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit; font-size: 24px; color: #0077b3;">❶</span> &ldquo;Form Properties&rdquo;. Next, add the libraries <span style="font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit; font-size: 24px; color: #0077b3;">❷&nbsp;</span>&ldquo;ptm_GeneralJSFunctions.js&rdquo; and &ldquo;ptm_ActivityTools/js/Signature.js&rdquo;. For the event select&nbsp;<span style="font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit; font-size: 24px; color: #0077b3;">❸</span> &ldquo;OnLoad&rdquo;&nbsp; and add the function&nbsp;<span style="font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit; font-size: 24px; color: #0077b3;">❹</span> &ldquo;<g class="gr_ gr_40 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="40" data-gr-id="40">PTMATN</g>.<g class="gr_ gr_42 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="42" data-gr-id="42">InsertSignature</g>&rdquo; of the library &ldquo;ptm_ActivityTools/js/Signature.js&rdquo;.<br /> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Form Properties" href="/Portals/0/Blog/Email_Signature_or_Default_Sender_doew_not_work_with_AT/Figure4.png"> <img alt="Form Properties" height="483,5" class="img-responsive" src="/Portals/0/Blog/Email_Signature_or_Default_Sender_doew_not_work_with_AT/Figure4.png" width="485" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 4: Form Properties</em></div> </div> </p> <p>&nbsp;</p> <p style="text-align: justify;">Save and publish the form. If it does not work immediately, close and restart your web browser.</p> <p style="text-align: justify;">&nbsp;</p> <p style="background-color: #fcfcfc;"><span style="font-size: 13px;"><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com" style="background-color: #fcfcfc;">support@mscrm-addons.com</a>.</span></p> <p style="text-align: justify;"> <div><span><br /> </span></div> ​</p> <p style="text-align: justify;">&nbsp;</p>10144Upgrade to Dynamics 365 Online Version 9.0.2.751 & higherhttps://www.mscrm-addons.com/Blog/PostId/10140/upgrade-to-dynamics-365-online-version-902751*General*,ActivityTools (AT),AT 365,AttachmentExtractor (AE),AE 365,PowerSearch (PS),PS 365,SmartBar (SB),SB 365Tue, 17 Jul 2018 13:27:03 GMT<p>&nbsp;If your&nbsp;Dynamics 365 Online will be upgraded to the <strong>version 9.0.2.751</strong>, you will have to switch to the latest versions of ActivityTools, AttachmentExtractor, PowerSearch <g class="gr_ gr_34 gr-alert gr_gramm gr_inline_cards gr_run_anim Punctuation only-ins replaceWithoutSep" id="34" data-gr-id="34">and</g> SmartBar.&nbsp;</p> <p>After the upgrade, you will face the problem, that ActivityTools, AttachmentExtractor, PowerSearch <g class="gr_ gr_27 gr-alert gr_gramm gr_inline_cards gr_run_anim Punctuation only-ins replaceWithoutSep" id="27" data-gr-id="27">and</g> SmartBar are no longer loading, nothing is displayed and the license indicator remains blank.&nbsp;</p> <p>To avoid this problem, please upgrade our solutions to the versions below. More details about how to find the <strong>version number for each <g class="gr_ gr_28 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling" id="28" data-gr-id="28">mscrm</g>-addons products</strong> can be found <a href="http://www.mscrm-addons.com/Blog/PostId/10020/mscrm-addons-for-microsoft-dynamics-365-version-number-guide" target="_blank">here</a>.&nbsp;&nbsp;</p> <ul> <li>ActivityTools: version&nbsp;2017.21</li> <li>AttachmentExtractor:<br /> <span style="white-space: pre;"> </span>General version to 2018.37<br /> <span style="white-space: pre;"> </span>AttachmentExtractorCore Version to 2017.13 - <a href="http://www.mscrm-addons.com/Portals/0/MSDynamics365/AE/AttachmentExtractorCore.zip?ver=2018-07-24-125653-977">Download here</a><br /> <span style="white-space: pre;"> </span><strong>Please notice:</strong> If it still does not work - Disable all plugins starting with PTM.AE.Storage.&nbsp;</li> </ul> <ul> <li>PowerSearch: version 2017.14</li> <li>SmartBar: version 2017.8<br /> ​</li> </ul> <p>All versions can be found in our <a href="http://www.mscrm-addons.com/Downloads" target="_blank">Download Center</a>.</p> <p>Please note that the zip files contain an installer executable and a subfolder containing the solutions only. If you do not have a local Installation, please update the solutions in your Dynamics 365 manually. You only need to update the solutions, that are already present in your system.</p> <p>The mscrmaddons.com general solution only needs to be updated once per organization.</p> <p>​</p> <p><span style="font-size: 13px;"><span style="background-color: #fcfcfc;"><strong>That&rsquo;s it!&nbsp;</strong></span><span style="background-color: #fcfcfc;">We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:support@mscrm-addons.com" style="background-color: #fcfcfc;">support@mscrm-addons.com</a><span style="background-color: #fcfcfc;">.</span></span> </p> <p>&nbsp;</p> <p>​</p> <p>​​</p> <p>&nbsp;</p>10140Licensing Guide for Microsoft Dynamics 365https://www.mscrm-addons.com/Blog/PostId/10090/licensing-guide-for-microsoft-dynamics-365*General*,ActivityTools (AT),AT 365,AttachmentExtractor (AE),AE 365,DocumentsCorePack (DCP),DCP 365,GroupCalendar (GC),GC 365,PowerSearch (PS),PS 365,SmartBar (SB),SB 365,TelephoneIntegration (TI),TI 365Tue, 29 May 2018 16:59:03 GMT<p style="text-align: justify;">This blog article is intended to guide you through the usage of the License Manager for Dynamics 365. The License Manager allows you to manage your existing licenses and is part of the MSCRM-ADDONS installation.</p> <p style="margin-bottom: 10pt; text-align: justify;">There are two ways to get the License information:</p> <p style="text-align: justify;"><span>1) T</span><span>he Web License Manager<br /> </span>&nbsp; &nbsp; The web license manager has been designed to facilitate the installation of license keys within Dynamics 365.</p> <p style="text-align: justify;"><span>2)&nbsp;</span><span>The Local License Manager<br /> </span>&nbsp; &nbsp;The local license manager is accessible as a standalone application or from the main configuration tool of&nbsp;<g class="gr_ gr_129 gr-alert gr_gramm gr_inline_cards gr_run_anim Style multiReplace" id="129" data-gr-id="129">the</g><br /> <g class="gr_ gr_129 gr-alert gr_gramm gr_inline_cards gr_disable_anim_appear Style multiReplace" id="129" data-gr-id="129">&nbsp; &nbsp; addon</g>.&nbsp;</p> <p style="text-align: justify;"><span style="font-size: 24px;"><strong><br /> </strong></span></p> <p style="text-align: center;"><span style="font-size: 24px; color: #0077b3;"><strong><span style="font-size: 24px;">1. The Web License Manager</span></strong></span></p> <p style="text-align: justify;">Open your Dynamics 365 Settings, navigate to MSCRM-ADDONS-section and click on the addon you want to manage the license for e. g. ActivityTools.&nbsp;</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Dynamics 365 Settings – MSCRM-ADDONS-section " href="/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure1_mscrm_section.png"> <img alt="Dynamics 365 Settings – MSCRM-ADDONS-section" width="686" height="178,5" class="img-responsive" src="/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure1_mscrm_section.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: Dynamics 365 Settings &ndash; MSCRM-ADDONS-section</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;">The main configuration window provides you with a few tabs that allow you to configure your addon in general, in this example ActivityTools. Please navigate to the Licensing-tab (highlighted in yellow below).&nbsp;</p> <p style="text-align: justify;"> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Licensing - ActivityTools" href="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure2_Licensing_tab.png"><img alt="Licensing - ActivityTools" width="408" height="80" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure2_Licensing_tab.png" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 2: Licensing - ActivityTools</div> <p>&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">In the so opened ActivityTools Web License Manager, you are provided with all information regarding your license.&nbsp;</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="Licensing window - ActivityTools " href="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure3_AT_Licensing_window.png"><img alt="Licensing window - ActivityTools" width="455,5" height="370" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure3_AT_Licensing_window.png" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Figure 3: Licensing window - ActivityTools</div> <p>&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="font-size: 24px; color: #0077b3;">❶&nbsp;</span><span style="color: #0077b3;"><strong><span style="font-size: 16px;">Product information&nbsp;</span></strong></span><br /> Provides you with the current version number of your selected addon, in this case, ActivityTools.&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="font-size: 24px; color: #0077b3;"><span style="font-size: 24px;">❷</span><span style="font-size: 16px;">&nbsp;</span></span><strong><span style="font-size: 16px; color: #0077b3;">Current system information</span></strong><br /> Summary of your current license state. The red background indicates an issue with your license. In this example, your license has expired. For more information to possible license state, have a look at the corresponding&nbsp;<a href="http://www.mscrm-addons.com/Portals/0/Licensing_Guide_February2018.pdf?ver=2018-03-30-102054-620">Licensing Guide</a> documentation.&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="font-size: 24px; color: #0077b3;"><span style="font-size: 24px;">❸</span><span style="font-size: 16px;">&nbsp;</span></span><strong><span style="font-size: 16px; color: #0077b3;">License status</span></strong><br /> Provides you with a deeper insight into your license status.&nbsp; In this case, it is invalid because the license has expired.&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="font-size: 24px; color: #0077b3;">❹&nbsp;</span><strong><span style="font-size: 16px; color: #0077b3;">General license information</span></strong><br /> Displays details about the expiration date, version <g class="gr_ gr_137 gr-alert gr_gramm gr_inline_cards gr_run_anim Punctuation only-ins replaceWithoutSep" id="137" data-gr-id="137">and</g> user count.&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="font-size: 24px; color: #0077b3;"><span style="font-size: 24px;">❺</span><span style="font-size: 16px;">&nbsp;</span></span><strong><span style="font-size: 16px; color: #0077b3;">Install license</span></strong><br /> Please click the<strong> [Install license]</strong>-button to install a new license.&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="color: #0077b3;"><strong><span style="font-size: 16px;">How to install a license</span></strong></span><br /> By clicking the [Install license]-button, you are provided with the Install license dialog (Figure 4). Follow the instructions carefully and insert your license key, which can be found in the email you have received from our support team.&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="Install license window " href="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure4_Install_license_window.png"><img alt="Install license window" width="439,5" height="358,5" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure4_Install_license_window.png" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Figure 4: Install license window</div> <p>&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">There are two different kinds of licenses&nbsp; - the paid license and the subscription license. Depending on which license you choose, please follow the instructions. More information about the different licenses can be found in the&nbsp;<a href="http://www.mscrm-addons.com/Portals/0/Licensing_Guide_February2018.pdf?ver=2018-03-30-102054-620" style="background-color: #ffffff;">Licensing Guide</a><span>&nbsp;documentation in the corresponding chapter.</span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span><br /> </span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: center;"><span style="font-size: 24px; color: #0077b3;"><strong>&nbsp;<span style="font-size: 24px;">The Local License Manager&nbsp;</span></strong></span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span> </span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span>&nbsp;The local license manager is accessible as a standalone application or from the main configuration tool of&nbsp;the addon. There are two ways to open the License Manager:&nbsp;</span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">1) Search for "License Manager - Dynamics 365" in the start pane and press <strong>[Enter]</strong> to start the program.&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="Start Pane – Search for License Manager" href="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure5_start_pane.png"><img alt="Start Pane – Search for License Manager" width="300,5" height="182,5" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure5_start_pane.png" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Figure 5:&nbsp;<span>Start Pane &ndash; Search for License Manager</span></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span> </span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">OR</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">2) Open the Organization overview, select an organization and click on License Manager (highlighted in yellow).</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span> </span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="Organization overview" href="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure6_Organization_overview.png"><img alt="Organization overview" width="544,5" height="276,5" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure6_Organization_overview.png" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Figure 6: Organization overview&nbsp;</div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">&nbsp; &nbsp;</p> <p style="margin-bottom: 10pt; text-align: justify;">Anyway, after the starting process, the window (see screenshot below) pops up:&nbsp;</p> <p style="margin-bottom: 10pt; text-align: justify;"> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="License Manager Overview" href="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure7_LM_Overview.png"><img alt="License Manager Overview" width="470,5" height="348" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure7_LM_Overview.png" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Figure 7: License Manager Overview<br /> <span style="color: #0077b3;"><br /> </span></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="color: #0077b3;"><span style="font-size: 24px; color: #0077b3;">❶</span><span style="font-size: 16px;">&nbsp;</span></span><span style="color: #0077b3;"><strong><span style="font-size: 16px;">Installed products</span></strong></span><br /> <span>This list provides you with an overview of all the MSCRM-<g class="gr_ gr_138 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del" id="138" data-gr-id="138">ADDONS</g> products you have installed. Select a product to get the license details on the right side. In this case for ActivityTools.&nbsp;A green check, next to an add-on icon, means that its license is valid. A cross symbolizes an invalid license.&nbsp;</span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="font-size: 24px; color: #0077b3;">❷</span><span style="font-size: 16px;">&nbsp;<strong><span style="color: #0077b3;">Current system information</span></strong></span><br /> Summary of your current license state. The&nbsp;<span>green background indicates a valid license.&nbsp;</span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="color: #4f81bd;"><span style="font-size: 24px; color: #0077b3;">❸</span><strong><span style="font-size: 16px;">&nbsp;</span><span style="color: #0077b3;"><span style="font-size: 16px;">General license information</span><br /> </span></strong></span>Displays details about the expiration date, version&nbsp;<g class="gr_ gr_143 gr-alert gr_gramm gr_inline_cards gr_run_anim Punctuation only-ins replaceWithoutSep" id="143" data-gr-id="143">and</g>&nbsp;user count.&nbsp;&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: left;"><span style="font-size: 24px; color: #0077b3;">❹</span>&nbsp;<span style="color: #0077b3;"><strong><span style="font-size: 16px;">License status</span></strong></span><br /> <span>Provides you with a deeper insight into your license status.&nbsp;&nbsp;</span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="color: #4f81bd;"><span style="font-size: 24px; color: #0077b3;"><g class="gr_ gr_145 gr-alert gr_tiny gr_gramm gr_inline_cards gr_run_anim Grammar only-ins doubleReplace replaceWithoutSep" id="145" data-gr-id="145">❺</g>&nbsp;</span><strong><span style="font-size: 16px; color: #0077b3;">Select license file</span></strong></span><br /> <span>On click, a file dialog will open which allows you selecting a license file.&nbsp;</span><span style="text-align: justify;">After selecting a file, the License Manager will analyze the license and show its information in a new dialog, like you can see below. To finish the installation, click on the </span><strong style="text-align: justify;">[Install this]</strong><span style="text-align: justify;">-button.&nbsp;</span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="License preview" href="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure8_License_preview.png" style="background-color: #ffffff; text-align: justify;"><img alt="License preview" width="318" height="327,5" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure8_License_preview.png" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Figure 8: License preview</div> <p><strong style="color: #0077b3; font-size: 2.2em; letter-spacing: -1px; text-align: justify;"><span style="font-size: 16px;">&nbsp;<br /> </span></strong><strong style="color: #0077b3; font-size: 2.2em; letter-spacing: -1px; text-align: justify;"><span style="font-size: 16px;">Upgrading your license</span></strong></p> <p style="text-align: justify;">To update or upgrade your license, you have two options:</p> <p style="text-align: justify;">1) <strong>Purchase a new license</strong> <strong>or an upgrade license</strong> directly in our online shop:<br /> <a href="http://www.mscrm-addons.com/OnlineShop/tabid/80/language/de-DE/Default.aspx" style="background-color: #ffffff;">http://www.mscrm-addons.com/OnlineShop/tabid/80/language/de-DE/Default.aspx</a></p> <p style="text-align: justify;">OR</p> <p style="text-align: justify;">2) <strong>Contact our support</strong>&nbsp;</p> <p style="text-align: justify;">​</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="font-size: 13px;"><span style="color: #565656;"><strong>That&rsquo;s it!</strong>&nbsp;</span>We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</span></p> <div>&nbsp;</div> <br /> <p>&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">​</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">​</p>10090ActivityTools - How to make custom activities availablehttps://www.mscrm-addons.com/Blog/PostId/10078/activitytools-how-to-make-custom-activities-availableActivityTools (AT),AT 2015 / 2016,AT 365Tue, 06 Mar 2018 16:00:30 GMT<p style="margin-bottom: 0.0001pt;"><span>If you create new custom activities after the installation of ActivityTools they will not be shown in the activity type drop&nbsp;</span>down and in the NEW ACTIVITY menu of ActivityTools.</p> <p style="margin-bottom: 0.0001pt;"><span>This article shows how you can make them available.</span></p> <p style="margin-bottom: 0.0001pt;"><span> </span></p> <p style="margin-bottom: 0.0001pt;"><span> </span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Custom activity" href="/Portals/0/Blog/AT_How_to_make_custom_activities_available/Figure1_Custom_Activity.png"> <img alt="Custom activity" height="95,5" class="img-responsive" src="/Portals/0/Blog/AT_How_to_make_custom_activities_available/Figure1_Custom_Activity.png" width="457" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: Custom activity</em></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em></em><em>&nbsp;</em></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>&nbsp;</em></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>The figure above shows a custom activity. As&nbsp;you&nbsp;can&nbsp;see below, the&nbsp;custom&nbsp;activity is not&nbsp;included&nbsp;in the activity&nbsp;type drop down and the<strong> [NEW ACTIVITY]</strong>-button menu.&nbsp;&nbsp;</em></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">&nbsp;</div> </div> <p><a title="Activity type drop down without custom activity " href="/Portals/0/Blog/AT_How_to_make_custom_activities_available/Figure2_Activity_type_drop_down.png" style="background-color: #ffffff;"><img alt="Activity type drop down without custom activity" height="205" class="img-responsive" src="/Portals/0/Blog/AT_How_to_make_custom_activities_available/Figure2_Activity_type_drop_down.png" width="437,5" /></a></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 2: Activity type drop down without custom activity</em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>&nbsp;</em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>To make the new custom activity available, please open your Dynamics 365, navigate to Settings and select ActivityTools, like you can see below.&nbsp;</em></p> <p><a title="ActivityTools Settings " href="http://www.mscrm-addons.com/Portals/0/Blog/AT_How_to_make_custom_activities_available/Figure3_AT.png" style="background-color: #ffffff;"><img alt="ActivityTools Settings" height="196,5" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/AT_How_to_make_custom_activities_available/Figure3_AT.png" width="636" /></a><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #ffffff; float: none; display: inline !important; font-family: inherit; color: #777777;"></span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="font-family: inherit; font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #ffffff; color: #777777; display: inline !important;">Figure 3: ActivityTools Settings&nbsp;</div> <div class=" data-plugin-options=" style="display: inline !important;"> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="display: inline !important;">&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="display: inline !important;">&nbsp;</p> </div> <em></em></div> <div class=" data-plugin-options="><em>&nbsp;</em></div> <div class=" data-plugin-options="><em>&nbsp;</em></div> <div class=" data-plugin-options="><em>&nbsp;</em><em>In the ActivityTools main configuration window navigate to the </em><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit;"><em><strong>General Settings</strong>-tab</em> and click on the <strong><em>[Update]</em></strong>-button next to Update Language Setting.&nbsp;<br /> <br /> </span></div> <div class=" data-plugin-options="> <p><a title="General Settings - Update " href="http://www.mscrm-addons.com/Portals/0/Blog/AT_How_to_make_custom_activities_available/Figure4_AT_Update.png" style="background-color: #ffffff;"><img alt="ActivityTools Settings" height="196,5" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/AT_How_to_make_custom_activities_available/Figure4_AT_Update.png" width="636" /></a><em></em></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="display: inline !important;">Figure 4: General Settings - Update</div> <div class=" data-plugin-options="> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">&nbsp;&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">After reloading ActivityTools the custom activity will be available like you can see below.&nbsp;</p> </div> <p><a title="Activity type drop down with custom activity " href="http://www.mscrm-addons.com/Portals/0/Blog/AT_How_to_make_custom_activities_available/Figure5_AT_with_Custom_activity.png" style="background-color: #ffffff;"><img alt="Activity type drop down with custom activity" height="205" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/AT_How_to_make_custom_activities_available/Figure5_AT_with_Custom_activity.png" width="437,5" /></a><br /> Figure 5: Activity type drop down with custom activity</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="font-size: 13px;"><span style="background-color: #fcfcfc; text-align: justify;">That&rsquo;s it!&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a></span><span style="background-color: #fcfcfc; text-align: justify;">.</span></span></p> </div>10078ActivityTools for Dynamics 365 - Extended Features https://www.mscrm-addons.com/Blog/PostId/10030/activitytools-for-dynamics-365-extended-featuresActivityTools (AT),AT 365Thu, 31 Aug 2017 10:25:24 GMT<p><span>This article outlines how you can activate extended features of ActivityTools.</span><br /> Steps described here can be necessary after installing ActivityTools from Microsoft AppSource or after an update to a newer version of AT.</p> <p>&nbsp;</p> <p><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit;"><strong>1. Warning dialog after hitting a button on the ActivityTools UI (e.g. &ldquo;NEW ACTIVITY&rdquo; or &ldquo;CLOSE&rdquo;)</strong></span>​</p> <p> <strong><img alt="" src="/Portals/0/Blog/ActivityTools for Dynamics 365 - Extended Features/warning1.PNG" style="width: 476px; height: 212px;" /><br /> </strong>Figure 1: Message from webpage<br /> &nbsp;<br /> This dialog appears if the &ldquo;ActivityToolsPluginExtension&rdquo;&nbsp;<span>Dynamics 365</span> solution is missing.&nbsp;<br /> Please follow these steps to install it:<br /> &nbsp; &bull;<span> </span>Download solutions and extract the zip file (<span><a href="https://mscrmaddons.blob.core.windows.net/downloads/ExtendedFeatures/ActivityTools%20for%20Dynamics%20365%20v9_ExtendedSolutions.zip">Download Link</a></span>):&nbsp;</p> <p>&nbsp;<span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit;"><img alt="" />&nbsp;&nbsp;<img alt="" src="/Portals/0/Blog/ActivityTools for Dynamics 365 - Extended Features/solutions.PNG" /></span></p> <p><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit;"><strong>(Please note: These solutions are compatible with the ActiviyTools Version on AppSource (2020.1). If you have downloaded ActivityTools from our Website, take the solutions from the download package instead)</strong></span></p> <p> &nbsp; &bull;<span> </span>Open Dynamics 365 -&gt; Settings -&gt; Solutions -&gt; hit &ldquo;Import&rdquo;<br /> &nbsp; &bull;<span> </span>In the popping up dialog select the &ldquo;ActivityToolsPluginExtension.zip&rdquo; and follow the wizard.<br /> <br /> After refreshing the&nbsp;<span>Dynamics 365</span> page the functionality should be available.<br /> <br /> <br /> <strong>2.&nbsp;<span>Dynamics 365</span> Notification through ActivityTools OnLoad script (extend Social Pane)</strong></p> <p><span><img alt="" src="/Portals/0/Blog/ActivityTools for Dynamics 365 - Extended Features/warning2.PNG" style="width: 653px; height: 49px;" /><br /> </span>Figure 2: AT notification OnLoad script<br /> &nbsp;<br /> First, ensure that the &ldquo;ActivityToolsPluginExtension&rdquo; solution is installed. Please see Point 1 &ldquo;Warning dialog &nbsp;...&rdquo; (one chapter above).<br /> Then use the new from <g class="gr_ gr_173 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="173" data-gr-id="173">onLoad</g> script (ptm_ActivityTools/<strong>Extension</strong>/js/onload.js) instead of the existing one:</p> <p> </p> <div>&nbsp;<img alt="" src="/Portals/0/Blog/ActivityTools for Dynamics 365 - Extended Features/formdesign1.PNG" style="width: 385px; height: 467px;" />&nbsp;<br /> Figure 3: Form properties&nbsp;</div> <p>&nbsp;</p> <p> <br /> Save and publish the form and it will work again.<br /> <br /> <br /> <strong>3. Missing demo forms for account and contact entity</strong><br /> <br /> &nbsp;<img alt="" src="/Portals/0/Blog/ActivityTools for Dynamics 365 - Extended Features/demoform1.PNG" /><br /> Figure 4: AT Demo<br /> <br /> Do be able to use the ActivityTools demo form you need the &ldquo;ActivityToolsPluginDemo&rdquo; solution.</p> <p><span>Please follow these steps to install it:</span><br /> &nbsp; &bull;<span> </span>Download solutions and extract the zip file (<a href="https://mscrmaddons.blob.core.windows.net/downloads/ExtendedFeatures/ActivityTools%20for%20Dynamics%20365%20v9_ExtendedSolutions.zip">Download Link</a>):</p> <p>&nbsp; &nbsp;&nbsp;<img alt="" src="http://www.mscrm-addons.com/Portals/0/Blog/ActivityTools%20for%20Dynamics%20365%20-%20Extended%20Features/solutions.PNG" /></p> <p><span style="background-color: #fcfcfc;"><strong>(Please note: These solutions are compatible with the ActiviyTools Version on AppSource (2020.1). If you have downloaded ActivityTools from our Website, take the solutions from the download <span>package&nbsp;</span>instead)</strong></span></p> <p>&nbsp; &bull;<span>&nbsp;</span>Open&nbsp;<span>Dynamics 365</span> -&gt; Settings -&gt; Solutions -&gt; hit &ldquo;Import&rdquo;<br /> &nbsp; &bull;<span> </span>In the popping up dialog select the &ldquo;ActivityToolsPluginDemo.zip&rdquo; and follow the wizard.<br /> <br /> Thereafter the forms will be available for account and contact.<br /> PLEASE NOTE: These demo forms are for demo purpose only! Do not install them for a use in production!</p> <p>&nbsp;&nbsp;&nbsp;</p> <p><span><strong>Support</strong></span>​<br /> In case of any questions or problems please do not hesitate to contact our support:&nbsp;<a href="http://www.mscrm-addons.com/Support" style="background-color: #ffffff;">Support Link</a></p> <p><span style="font-size: 13px;">&nbsp;<span style="background-color: #fcfcfc;">That&rsquo;s it!&nbsp;</span><span style="background-color: #fcfcfc;">We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:support@mscrm-addons.com" style="background-color: #fcfcfc;">support@mscrm-addons.com</a><span style="background-color: #fcfcfc;">.</span></span></p> <p><span style="font-size: 13px;">​</span></p>10030How to enable debugging for ActivityTools in MS Dynamics 365?https://www.mscrm-addons.com/Blog/PostId/9999/how-to-enable-debugging-for-activitytools-in-ms-dynamics-365ActivityTools (AT),AT 365Wed, 08 Mar 2017 16:32:50 GMT<p>This blog article outlines how to activate debugging for ActivityTools.<span style="color: #ff0000;"> Please note: </span>This step-by-step tutorial information refers to Microsoft Dynamics 365 only!&nbsp;</p> <p>1) Please navigate to Settings &gt; MSCRM ADDONS and click on ActivityTools. &nbsp;</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Click on ActivityTools" href="/Portals/0/Blog/Activate%20Debugging%20MS%20Dyn%20365/ActivityTools/Screenshot_1.PNG?ver=2017-03-08-160156-810"> <img alt="" class="img-responsive" src="/Portals/0/Blog/Activate%20Debugging%20MS%20Dyn%20365/ActivityTools/Screenshot_1.PNG?ver=2017-03-08-160156-810" style="width: 500px; height: 167px;" /> </a> </div> Figure 1: Click on ActivityTools <br /> <br /> <p>2) In the so opened Getting-started surface, switch to the General settings-tab and set Debugging on 'enabled'.&nbsp;<br /> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Enable debugging" href="/Portals/0/Blog/Activate%20Debugging%20MS%20Dyn%20365/ActivityTools/Screenshot_2.PNG?ver=2017-03-08-160254-347"><img alt="" src="/Portals/0/Blog/Activate%20Debugging%20MS%20Dyn%20365/ActivityTools/Screenshot_2.PNG?ver=2017-03-08-160254-347" style="width: 500px; height: 301px;" /><br /> </a> </div> Figure 2: Enable debugging</p> <p>Once activated, you can use the buttons at the right side to modify the debugging process.<br /> <br /> Clicking on the <strong>[Show]</strong>-button displays all logs that were generated during the last xx hours.<br /> A click on the <strong>[Download]</strong>-button allows you to download the log-file (.xml).<br /> The <strong>[Delete]</strong>-button enables you to delete the log-files. &nbsp;</p> <p><strong>That's it! </strong>We appreciate your feedback! Please share your thoughts by sending an e-Mail to <a href="mailto:support@mscrm-addons.com" class="ApplyClass">support@mscrm-addons.com</a>!&nbsp;</p> <p>&nbsp;</p>9999Default Sort Order for ActivityTools https://www.mscrm-addons.com/Blog/PostId/9986/default-sort-order-for-activitytoolsActivityTools (AT),AT 2015 / 2016,AT 365Mon, 06 Feb 2017 10:35:14 GMT<p><span>When set up by default configuration, ActivityTools sorts activities in a specific order.&nbsp;</span>This article outlines how this default order works.&nbsp;</p> <p><span style="color: #ff0000;">Minimum requirement: ActivityTools for Microsoft Dynamics CRM 2015</span></p> <p><strong><span style="text-decoration: underline;">The default sort order follows the below rules:</span></strong><br /> <br /> First, it differentiates between two main categories: Activities and Emails.<br /> Then, it searches the data fields and checks if a field has a value.<br /> If a field has a value, this value serves as the base for the sort sequence.&nbsp;</p> <p><strong>Emails </strong>are sorted according to the following values:<br /> [actualend]&nbsp;<br /> [actualstart]&nbsp;<br /> [modifiedon]&nbsp;</p> <p><strong>Activities </strong>are sorted according to the following values: <br /> [scheduledstart]<br /> <span>[actualstart]<br /> [actualend]<br /> [modifiedon]</span></p> <p>In the General Settings of ActivityTools, you can define 1 field that will be used for sorting.&nbsp;<br /> Once set, the results will always be sorted after this particular field.&nbsp;<br /> For further information, please have a look at our <a href="https://www.mscrm-addons.com/LinkClick.aspx?fileticket=26tDPxb1QbA%3d&amp;tabid=116&amp;portalid=0&amp;mid=2083">ActivityTools documentation</a>&nbsp;<span>(chapter &ldquo;5.2 The General Settings-Tab&rdquo;).</span></p> <p><span style="font-size: 13px;"><strong>That's it!</strong> We appreciate your feedback! Please share your thoughts by sending an email to <a href="mailto:support@mscrm-addons.com" class="ApplyClass">support@mscrm-addons.com</a>!&nbsp;</span></p>9986How to complete the ActivityTools' update from AppSource https://www.mscrm-addons.com/Blog/PostId/9950/how-to-complete-the-activitytools-update-from-appsourceActivityTools (AT),AT 2015 / 2016,AT 365Wed, 21 Dec 2016 13:34:11 GMT<p style="margin-bottom: 0.0001pt;"><span>This article outlines how the update process for the new ActivityTools AppSource version (2016.2) must be finished.</span></p> <p style="margin-bottom: 0.0001pt;"><span><strong><span style="color: #ff0000;">!!</span></strong> This post is only relevant for you, if the below error message appears above your ActivityTools version.</span></p> <p style="margin-bottom: 0.0001pt;"><span>&nbsp;</span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Error Message" href="/Portals/0/Blog/AT%20Update%20AppSource/Figure%201.png?ver=2016-12-21-131255-680"> <img alt="" class="img-responsive" src="/Portals/0/Blog/AT%20Update%20AppSource/Figure%201.png?ver=2016-12-21-131255-680" /> </a> </div> <p style="margin-bottom: 0.0001pt;">Figure 1: Error message</p> <p style="margin-bottom: 0.0001pt;">​</p> <p style="margin-bottom: 0.0001pt;"><span>This will only happen if you have updated from the first AppSource version to the current one (2016.2).</span></p> <p style="margin-bottom: 0.0001pt;"><span>&nbsp;</span></p> <p style="margin-bottom: 0.0001pt;"><span>In case of a different error message, or any other questions, please contact our support: <br /> </span><a href="http://www.mscrm-addons.com/Support"><span>http://www.mscrm-addons.com/Support</span></a></p> <p style="margin-bottom: 0.0001pt;"><span>&nbsp;</span></p> <p style="margin-bottom: 0.0001pt;"><span>&nbsp;</span></p> <p style="margin-bottom: 0.0001pt;"><span><strong>HOW TO SOLVE THIS ISSUE:</strong></span></p> <p style="margin-bottom: 0.0001pt;"><span>&nbsp;</span></p> <p style="margin-left: -0.25pt;"><span>Download the new version via this link:&nbsp; </span></p> <p style="margin-bottom: 0.0001pt;"><span><a href="http://62.99.232.162/AT/appsource/2016.2/ActivityToolsPluginCore.zip ">http://62.99.232.162/AT/appsource/2016.2/ActivityToolsPluginCore.zip</a></span></p> <p style="margin-bottom: 0.0001pt;"><span></span>&nbsp; &nbsp;</p> <p style="margin-left: -0.25pt;"><span>After the download, you will see the ActivityToolsPluginCore solution in your downloads-folder:<br /> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="ActivityToolsPluginCore.zip" href="/Portals/0/Blog/AT%20Update%20AppSource/Figure_small.png?ver=2016-12-21-134508-950"> <img alt="" class="img-responsive" src="/Portals/0/Blog/AT%20Update%20AppSource/Figure_small.png?ver=2016-12-21-134508-950" /> </a> </div> Figure 2: ActivityToolsPluginCore.zip</span></p> <p style="margin-left: -0.25pt;"><span>Back in CRM, click on the </span><strong><em><span>[Import]</span></em></strong><span>-button in order to update the solution. As soon as you have selected the download solution .zip file, the following window will pop up:</span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Solution Information" href="/Portals/0/Blog/AT%20Update%20AppSource/Figure%202.png?ver=2016-12-21-131315-497"> <img alt="" class="img-responsive" src="/Portals/0/Blog/AT%20Update%20AppSource/Figure%202.png?ver=2016-12-21-131315-497" /> </a> </div> <p style="margin-left: -0.25pt;"><span>Figure 3: Solution Information​ </span></p> <p style="margin-bottom: 0.0001pt;">&nbsp;</p> <p style="margin-left: -0.25pt;"><span>Click on the </span><strong><span>[Next]</span></strong><span>-button in order to proceed. In the now following dialog, please make sure that </span><span><strong>Stage for upgrade </strong><span style="color: red;"><strong>is NOT checked</strong>. <span style="color: #000000;">Instead,</span>&nbsp;c</span></span><strong><span style="color: red;">heck</span></strong><span style="color: red;"> </span><span>the </span><strong><span>Overwrite customizations</span></strong><span>-option and click on the </span><strong><span>[Import]</span></strong><span>-button. </span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Import Options - overwrite customizations" href="/Portals/0/Blog/AT%20Update%20AppSource/Figure%203.png?ver=2016-12-21-131345-943"> <img alt="" class="img-responsive" src="/Portals/0/Blog/AT%20Update%20AppSource/Figure%203.png?ver=2016-12-21-131345-943" /> </a> </div> <p style="margin-bottom: 0.0001pt;"><span>Figure 4: Import Options - overwrite customizations</span></p> <p style="margin-bottom: 0.0001pt;">&nbsp;</p> <p style="margin: 0cm 85.15pt 8pt -0.25pt;"><span>After the import has been finished, go to </span><em><span>CRM &gt; Settings &gt; ActivityTools</span></em><span>. The Config page, will provide you with the new version number: version 2016.2.1.&nbsp; </span></p> <p style="margin-bottom: 0.0001pt;"><span>&nbsp;</span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Activity Tools - version 2016.2.1" href="/Portals/0/Blog/AT%20Update%20AppSource/Figure%204.png?ver=2016-12-21-131413-870"> <img alt="" class="img-responsive" src="/Portals/0/Blog/AT%20Update%20AppSource/Figure%204.png?ver=2016-12-21-131413-870" /> </a> </div> Figure 5: Activity Tools - version 2016.2.1 <p style="margin-bottom: 0.0001pt;"><span>&nbsp;</span></p> <p style="margin-bottom: 0.0001pt;"><span>Now, ActivityTools will work again.</span></p> <p style="margin-bottom: 0.0001pt;"><span>&nbsp;</span></p> <p style="margin-bottom: 0.0001pt;"><span><strong>That's it!</strong> We appreciate your feedback! Please share your thoughts by sending an emailt to <a href="mailto:support@mscrm-addons.com" class="ApplyClass">support@mscrm-addons.com</a>. ​</span></p> <p style="margin-bottom: 0.0001pt;"><span><br /> </span></p>9950ActivityToolsPluginExtension solution for ActivityToolshttps://www.mscrm-addons.com/Blog/PostId/10010/activitytoolspluginextension-solution-for-activitytoolsActivityTools (AT),AT 2015 / 2016,AT 365Sat, 04 Apr 2015 12:16:00 GMT<p style="margin: 0cm 0cm 15pt;"><span>This article contains links to the ActivityToolsPluginExtension solution for ActivityTools. Please select which Microsoft Dynamics application you use and download the corresponding solution.&nbsp;</span></p> <p style="margin: 0cm 0cm 15pt;"><span style="color: #ff0000;"><strong>++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++</strong></span></p> <p style="margin: 0cm 0cm 15pt;"><strong><span style="color: #ff0000;">PLEASE NOTE THAT THE DOWNLOADED .ZIP FILES MUST BE EXTRACTED BEFORE YOU IMPORT THE FILES.</span></strong></p> <p style="margin: 0cm 0cm 15pt;"><span style="color: #ff0000;"><strong>++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++</strong></span></p> <p style="margin: 0cm 0cm 15pt;"><span>For Microsoft Dynamics 365:&nbsp;<br /> Since there is an ActivityTools version for Microsoft Dynamics 365, the ActivityTools installer includes the ActivityToolsPluginExtension.&nbsp;​</span></p> <p style="margin: 0cm 0cm 0.0001pt;"><span> For Microsoft Dynamics CRM 2015/2016:<br /> </span><span style="color: #7f7f7f;">In this case,&nbsp;</span><span style="color: #7f7f7f;"><a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2feigenefiles%2fAT%2f2015_2016%2fAdvanced%2520eMail%2520for%2520CRM%25202015%2520and%25202016.zip&amp;tabid=165&amp;portalid=0&amp;mid=2185"><span style="border: 1pt none windowtext; padding: 0cm;">please download this version</span></a></span><span style="color: #7f7f7f;">.&nbsp;​<br /> </span><span style="color: red;">Please note</span><span style="color: #7f7f7f;">, that the General solution version 2015.110, is also required.&nbsp;</span></p> <p style="margin: 0cm 0cm 0.0001pt;"><span style="color: #7f7f7f;">&nbsp;</span></p> <p style="margin: 0cm 0cm 0.0001pt;"><span style="color: #7f7f7f;">For further information on the solution, please have a look at <a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f9978%2factivitytoolspluginextension&amp;tabid=165&amp;portalid=0&amp;mid=2185">this article</a>. ​</span></p> <p>&nbsp;<br /> <span><strong>That&rsquo;s it!</strong></span><span>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:" style="background-color: #ffffff;">support@mscrm-addons.com</a><span>.</span></p>10010