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Effective URL: https://nishantrana.me/
Submission: On February 16 via manual from US — Scanned from DE

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GET https://nishantrana.me/

<form role="search" method="get" action="https://nishantrana.me/" class="wp-block-search__button-outside wp-block-search__text-button wp-block-search"><label for="wp-block-search__input-1" class="wp-block-search__label">Search this blog </label>
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GET https://nishantrana.me/

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<form id="jp-carousel-comment-form">
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NISHANT RANA'S WEBLOG

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RECENT POSTS

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PLUGIN REGISTRATION PROFILE RECORD NOT GETTING CREATED – DATAVERSE /
DYNAMICS 365


HOW TO – ENABLE INBOX FOR AGENTS IN DYNAMICS 365 CUSTOMER SERVICE WORKSPACE
/ OMNICHANNEL


MANAGE CUSTOM PRESENCE – DYNAMICS 365 CUSTOMER SERVICE (OMNICHANNEL)


HOW TO – ENABLE MARKETING INTERACTIONS IN LEAD AND CONTACT TIMELINE – DYNAMICS
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INSTALL VOICE CHANNEL IN OMNICHANNEL – DYNAMICS 365 CUSTOMER SERVICE


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POWERAPP CDS – MULTI SELECT ITEMS IN GALLERY USING CHECKBOX – BULK ACTIVATE AND
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HOW-TO #6: DISPLAY MULTI-SELECT CHOICES IN POWER APPS LABEL


FIXED – DEPLOYMENT HAS FAILED WITH THE FOLLOWING ERROR:
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FIX- MULTIPLE LEVELS OF MANY-TO-ONE RELATIONSHIP EXPANSION AREN’T SUPPORTED
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WHEN TO USE EVENT GRID AND WHEN TO USE SERVICE BUS


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SETTING UP OMNICHANNEL VOICE USING AZURE COMMUNICATION SERVICE


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ENVIRONMENT VARIABLE REFERENCING AZURE KEY VAULT SECRETS (DATAVERSE /
POWER PLATFORM)


ENABLE/DISABLE AFFINITY COOKIE ON AZURE FUNCTION APP


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KINGSWAYSOFT(DYNAMICS 365 / CRM)


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DYNAMICS CRM: TO SET OR NOT TO SET MAXCONNECTIONTIMEOUT CRMSERVICECLIENT?


HOW TO – USE ASSOCIATE ENTITIES AND DISASSOCIATE ENTITIES EVENT IN AUDIT TO
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Author Nishant RanaPosted on October 2, 2020February 9, 2023Categories Microsoft
Dynamics 3652 Comments on Recent Posts


PLUGIN REGISTRATION PROFILE RECORD NOT GETTING CREATED – DATAVERSE /
DYNAMICS 365

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Recently while trying to debug a plugin with Persist to Entity mode on the
update step, we didn’t find any profile record getting created.



One option is to try to reinstall the profiler. This could happen when we are
using a different version of the plugin registration tool and it has the
Profiler already installed/configured from the other version of the tool.



If that doesn’t help, then opt for Exception mode, that has always worked.



Hope it helps..

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Author Nishant RanaPosted on February 16, 2023February 7, 2023Categories
Dataverse, Microsoft Dynamics 365, PluginTags CRM, Dataverse, Microsoft Dynamics
365Leave a comment on Plugin registration profile record not getting created –
Dataverse / Dynamics 365


HOW TO – ENABLE INBOX FOR AGENTS IN DYNAMICS 365 CUSTOMER SERVICE WORKSPACE
/ OMNICHANNEL

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Inbox view in the agent workspace allows agents to quickly perform a preliminary
assessment of the service requests coming from different channels for a timely
response. Agents can view cases, conversations, and activities assigned in the
inbox tab.

To enable inbox for the agents, inside the Customer Service admin center


Navigate to Agent Experience >> Workspaces >> Agent Experience profiles >>
Manage





We can create new profiles or can add users to any of the existing profile that
has inbox enabled



E.g. Customer Service Trial profile has the inbox enabled.



Below is the agent experience profile record, that doesn’t have inbox enabled.





Let us add one of the users to the below profile.



The Customer Service workspace before the user’s inbox is enabled. We can only
see the Home tab.



After adding the user to the profile.



The agent can see the Inbox tab.



The agents can see the views configured in the profile inside the inbox tab.



Read more about Configuring the Inbox

To learn more about Voicemail-
https://neilparkhurst.com/2022/11/08/omnichannel-for-customer-service-voicemail/

Hope it helps.

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Author Nishant RanaPosted on February 15, 2023February 5, 2023Categories
Dynamics 365 for Customer Service, Microsoft Dynamics 365, OmnichannelTags
Dynamics 365, Dynamics 365 for Customer Service, Microsoft Dynamics 365,
OmnichannelLeave a comment on How to – Enable inbox for agents in Dynamics 365
Customer Service Workspace / Omnichannel


MANAGE CUSTOM PRESENCE – DYNAMICS 365 CUSTOMER SERVICE (OMNICHANNEL)

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To manage presences, navigate to Customer Service Admin Center >> Agent
Experience >> Productivity >> Custom Presence



Out of the box we have the following presences.



Only the below presences will be available for the agents to select.



The inactive and offline statuses will be automatically set by the system.

Although we can deactivate the presence, that doesn’t remove it for the agents.





The agents can still see all the presence statuses.



We cannot delete the default presence; we will get the below error if we try to
delete them.



We can edit the Presence text for the default presence.



For the agent –



We can create custom presences that are based on the existing base status.



For the agents –



 

 

 

 

 

 

Unlike default presence, we can delete the custom presence status.

Hope it helps..

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Author Nishant RanaPosted on February 14, 2023February 4, 2023Categories
Dynamics 365 for Customer Service, Microsoft Dynamics 365, OmnichannelTags CRM,
Dynamics 365 for Customer Service, Microsoft Dynamics 365, OmnichannelLeave a
comment on Manage Custom Presence – Dynamics 365 Customer Service (Omnichannel)


HOW TO – ENABLE MARKETING INTERACTIONS IN LEAD AND CONTACT TIMELINE – DYNAMICS
365 MARKETING

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To view marketing interactions, we need to add a custom connector to the
timeline of the lead and the contact form. This step is only required if we are
using custom forms and not the out-the-box marketing forms for lead and contact.

The OOB Form already has this connector defined.



Open the form for customization, select the timeline control, scroll down to
Advanced >> Additional Settings >> Custom connectors, and click on Add
connector.



Specify Constructor and Resource Path and save the record.



 * Constructor: msdynmkt_DynamicsMktTimelineInteractionAnalytics.TimelineInteractionAnalyticsResource
   
 * Resource path: msdynmkt_DynamicsMktTimelineInteractionAnalytics

Save the form and publish it.

We can see the marketing interactions being displayed in the timeline.



Hope it helps..

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Author Nishant RanaPosted on February 13, 2023February 3, 2023Categories CRM,
Dynamics 365 Marketing, Microsoft Dynamics 365Tags Dynamics 365 Marketing,
Marketing, Microsoft Dynamics 365Leave a comment on How to – enable marketing
interactions in lead and contact timeline – Dynamics 365 Marketing


USE COMMAND CHECKER (RIBBONDEBUG=TRUE) TO IDENTIFY THE RIBBON CUSTOMIZATIONS
ISSUE – DATAVERSE / DYNAMICS 365

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Appending ribbondebug=true to the record’s URL adds the new Command checker
button in the command bar, which could help us in troubleshooting any unexpected
behavior with ribbon.

> More on this –
> https://powerapps.microsoft.com/en-us/blog/introducing-command-checker-for-model-app-ribbons/

Recently we added one enable rule to an existing button (Go Live) in the
Customer Journey table. The rule was calling a JavaScript web resource based on
the security role assigned to the user hiding or showing the button on the form.



Click on the Command checker to open the window on the side pane, where we can
then select our button.



In the command properties tab, we can see our custom enable rule showing an
error.



Also here clicking in View rule definition solution layers provides us the
detail that this rule has been added as part of an unmanaged layer.



Clicking on the Unmanaged layer further provides us with the definition of the
enable rule.



Going back to the error, we figured out that the function was missing from the
web resource, and adding the function fixed the issue for us.

Back in the Command checker, we can see the custom Enable Rule getting evaluated
correctly.



> Check the Troubleshooting Guide

Hope it helps..

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Author Nishant RanaPosted on February 10, 2023Categories CRM, Dataverse,
Microsoft Dynamics 365, PowerAppsTags Dynamics 365, Microsoft Dynamics 365,
Microsoft Dynamics CRM, PowerApps1 Comment on Use Command checker
(ribbondebug=true) to identify the Ribbon Customizations Issue – Dataverse /
Dynamics 365


SOLVED – PRESENCE NOT LOADING IN OMNICHANNEL FOR CUSTOMER SERVICE / CUSTOMER
SERVICE WORKSPACE

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Recently in one of the environments, the presence was not loading for the
agents.



To fix it, we had to update the Channel URL to point to the correct organization
name.



Before –

https://oc-cdn-ocprod.azureedge.net/convcontrol/ChatControl.htm?uci=true&clientName=zfp&cloudType=Public&env=prod&ocBaseUrl=https://unq614e23c1ccc540f3a9bf2f80c99d9-crm.omnichannelengagementhub.com&ucilib=https://orged4e3d70.crm.dynamics.com/webresources/Widget/msdyn_ciLibrary.js



After –

https://oc-cdn-ocprod.azureedge.net/convcontrol/ChatControl.htm?uci=true&clientName=zfp&cloudType=Public&env=prod&ocBaseUrl=https://unq614e23c1ccc540f3a9bf2f80c99d9-crm.omnichannelengagementhub.com&ucilib=https://gcst.crm.dynamics.com/webresources/Widget/msdyn_ciLibrary.js





Verify the Unique Name used in ocBaseUrl and Orgname from Settings >>
Customizations >> Developer Resources



On correcting the URL in the Omnichannel record (Channel Integration framework
2.0 Providers)– we can see the presence loading.



The cause for the issue was we had recently updated the environment’s URL from
the Power Platform Admin Center.



Check for more details –

https://tinyurl.com/3488m6p2

The presence not loading.

Hope it helps..

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Author Nishant RanaPosted on February 9, 2023January 30, 2023Categories Dynamics
365 for Customer Service, Microsoft Dynamics 365, Omnichannel, VoiceTags
Dynamics 365, Dynamics 365 for Customer Service, Microsoft Dynamics 365,
Microsoft Dynamics CRM, OmnichannelLeave a comment on Solved – Presence not
loading in Omnichannel for Customer Service / Customer Service workspace


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