Had a question today that got me thinking for a moment. Haven’t done any SiteMap tweaking in a long time.

Someone added a new Area to their CRM, using the SiteMap Editor in XrmToolBox. Yet, while all looked somewhat ok, the navigation was not reflecting the changes.

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Yes, the Update SiteMap seemed to work fine, and exporting and checking the SiteMap solution XML showed the configured Area.

After a little bit of trial and error, turns out that, due to rushing it, two things were omitted:

1. The Area structure is incomplete. I understand the thinking behind what was attempted. You would create the SiteMap “container” if you will, and come back to it later and populate it when you have all entities created. Well, if you want the container to show on the navigation, you need to create both the Group and SubArea. You can do a random name/title until you have your entities created.

2. Title is not filled-in – without a title defined, the naming in UnknownXX

Interesting enough, the new Area does show up in an entity properties so you can configure it to show there. If no Title is provided, it will use a default UnknownXX nomenclature.

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Advice handed down: don’t rush!

Strategy recommended: create your configurations first, then come back and update the SiteMap last. While a top-down approach might seem ok, you have to put “placeholders” until you have the configurations in place if you want the SiteMap to reflect your settings.

Enjoy!

We’ve all seen the scenario, something happens in Dynamics, and a user must be notified. We’ve done it so far using emails, the brave ones have even done it with SMS by integrating with Twilio. SMS is not a protocol that confirms the receipt of the message (just FYI), and typically not under the umbrella of a Messaging Team to manage. But what if there was another way?

Welcome to Skype for Business notifications. Yes, we can send a message on Skype to a user when something of importance happens in Dynamics.

For this scenario I’m going to do a no-code approach, using Flow. We’ll discuss the challenges further down, but for now, let’s see how easy it is.
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So, this came about in a recent discussion. When you have a Two Options field in Dynamics, what’s the point of marking it a business required field?

Let’s start by looking at how you create this field. When you add a new Two Options field, the screen to define it looks like the screenshot below:

image

Observe that, when you define the field properties, the values are by default Yes and No (you can actually edit and change these), but all the way to the bottom right, you are defining the default value. That means that, no matter what you do, the field will have a default value as defined here. And that works just fine, in particular, when a user creates a record. The selected default value is populated.
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I would argue that in today’s world, it is almost impossible for one person to know in detail all aspects of a platform. Take Dynamics 365 for example. With the merger of multiple platforms under one generic marketing name, now we have specialists in Customer Engagement, F&O, Talent, etc. Take it one step lower, inside Customer Engagement, and with Field Service and PSA, you need to catch-up on new concepts, business models, etc. And then there’s always been the xRM part, which is all about the client’s business need outside of the scope of typical standard modules. But that’s not all.

The platform, as we knew it, is growing at an exponential rate. Where does that take us?
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For the first time in Canada, Dynamics 365 Saturday will take place on May 05, 2018 at the Microsoft Meadowvale office.

As the event line-up is taking shape, it’s looking like a great set of presenters, covering a Functional Track, a Technical Track as well as an Ecosystem track with a focus on related technologies like CDS, PowerApps, Power BI.

Spots are filling up quickly, and the seats are limited. Register to reserve your seat HERE.

Note that this is a FREE event, everyone is welcome to attend.

See you all there!

I am presenting a session at the Power BI User Group in Toronto on leveraging Power BI in the context of Dynamics 365 Customer Engagement.

The sign-up page is available at:

https://www.meetup.com/Toronto-Power-BI-Meetup/events/248779906/

The session takes place on Wednesday, March 28th. There’s still time to register.

Join us for a night of fun and learning!

Microsoft Business Solutions MVP

Check out my course [Video]

Getting Started with Dynamics 365 Customer Engagement

Reviewed Book

Implementing Microsoft Dynamics 365 for Finance and Operations

Implementing Microsoft Dynamics 365 for Finance and Operations

Reviewed Book

Microsoft Dynamics 365 Extensions Cookbook

Microsoft Dynamics 365 Extensions Cookbook

Check out my Book

Microsoft Dynamics CRM 2016 Customization - Second Edition

Microsoft Dynamics CRM 2016 Customization - Second Edition

Check out my Book

Microsoft Dynamics CRM Customization Essentials

Microsoft Dynamics CRM Customization Essentials

Check out my Book

Microsoft Dynamics CRM 2011 Scripting Cookbook

Microsoft Dynamics CRM 2011 Scripting Cookbook

Reviewed Book

Microsoft Dynamics CRM 2011: Dashboards Cookbook

Microsoft Dynamics CRM 2011: Dashboards Cookbook

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