Dynamics 365 has launched a new update, version 9, with exciting features which are extremely helpful.
We’ve picked a few minor changes among them to discuss in this post.
Advanced find in Dynamics 365 V9.0
The new feature added in advanced find is: “Not In” support for related entities.
Let us see an example of how it works:
We need to get a list of contacts using the Advanced Find. And the condition for getting the contacts list (or) the filter is, they should not have any activities/contacts which are not associated with any activities. Follow the below steps:
- Select “Contacts” in “Advanced Find”
- Select “Activities (Regarding)” in the related record and select “Does Not Contain Data”
This query will return all the “Contacts” that don’t have any “activities”.
If we look at the downloaded fetchXML, we will find the below info:
Web resource dependencies
Dynamics 365 V9.0 offers a way for defining dependencies on other web resources. This ensures that all the related dependent web resources are loaded properly (No need of adding the dependent web resources on the form again).
For adding dependencies switch to “Dependencies” tab beside “General” section and add the required dependencies.
Quick Create forms for Activities
Quick create forms have been enabled for Tasks, Phone Call, and Appointment entity. Customizations of these forms are also enabled in this version.
Multi-Select Option set
The attribute of type “MultiSelect Option Set” is available in Dynamics 365 V9.0.
To create multi-select option, select data type as MultiSelect Option Set as shown below.
Users can select upto 150 options that are present in the options list.
Here is an example of how MultiSelect Option set is displayed on the form:
Eg: If we select both “English” and “French” for “Languages available” option set, then it provides both the options while retrieving as shown below:
Business Process Flow enhancement (Preview feature)
Business Process flow entity is now available in the site map and we can create custom views. A new “Composition” for Business Process Flow is added as “Action step” which allows us to call on demand “Actions” or “Workflows”.
To use “Action Step” in “Business Process Flow”, we must enable the preview feature. Navigate to Settings > Administration > System Settings > Preview and Enable Action step support for business process flow preview as shown below:
Let us consider an example where we need to create a task for an account if “Email Address” is not added in “Information” stage. This can be achieved by adding ‘Action step’ in business process flow as shown below:
After adding the action step to a stage, we need to add the required workflow/action (process) in the “Execute Process” lookup.
According to our example, we have selected a workflow in the “Execute Process” lookup, then the process “Type” is automatically populated as below.
Activate the Business process flow. Then create/open the account record and move to “Gather Details” stage without entering the email in “Information” stage.
On moving to the next stage, “Gather Details”, you will find the field ‘Address1:Primary Contact’ and action step ‘Create Task‘.
On clicking the “Execute”, a task gets created.
A task for the related “Account” record is created as shown below:
Action steps in the Business process flow can also be triggered even if the stage is completed. This can be done by clicking the “Execute” button on the stage.
Posted By: Varsha Deshpande, Osmosee