Now, let’s connect XrmToolBox to the Dynamics 365 environment. Connecting to Dynamics 365 using the XrmToolBox. Let’s see what steps you need to follow in order to connect to the Dynamics 365 instance. Open XrmToolBox and create a New Connection. Now, since you are aware that the environment is MFA enabled, select MFA/OAuth method. Get XrmToolBox if you haven’t yet, connect to your lovely organisation and get the Metadata Browser tool (special thanks to the awesome Tanguy who created it). Search for your entity name, your prefix or what ever and scroooooll til the E’s and you’ll find EntitySetName.
Need to switch stages from an old Business Process Flow into a new one, or after a data import? There is a functionality available to set an active business process flow stage for records in bulk. You can find it in XrmToolBox. XrmToolBox offers multiple useful functionalities and is daily used by our consultants. Consultant Burhan Urhan will explain in this blog one of those functionalities: Business Process Flow Manager.
In the scenarios below, I’m connected to a Dynamics 365 Online Trial environment with 45 Open Opportunities. Notice that the user, Burhan Urhan, is not the owner of all the Opportunities. Some of the Opportunities are owned by the user Kevin Hendricks with a different security role as the user Burhan do. All the Opportunity records are currently assigned on the Business Process Flow – Opportunity Sales Process with different stages.
Later in the scenario I’ll explain why it is important to have the right security roles for BPF.
XrmToolBox BPF Manager
Open XrmToolBox and download and install the BPF Manager from the Plugins Store. After you have installed, connect to the environment you would like the use BPF Manager.
When you open BPF Manager, you’ll notice that only the entities where a BPF is enabled will show up in the entity list. In our scenario we will use the Opportunity entity and the view Open Opportunities. If you have a created a Personal View, this will be also available in the list of views.
After you have selected the entity and the view, you will be able to retrieve the records in the next block. As you can see in the print screen it retrieved 45 records from the Opportunity entity and found 3 active users in the system.
In the last block, you have the ability to load all BPF from the selected entity.
In our scenario we have three Business Process Flows available for the Opportunity entity:
- Follow up with Opportunity
- Opportunity Sales Process
- Opportunity Sales Process (BPF MANAGER)
The Opportunity Sales Process (BPF MANAGER) is a custom Business Process Flow and the user Burhan is the only user that has rights to use this process.
Scenario 1
For Scenario 1 we have received a request from the business to update all open Opportunities to the stage Propose for the current Business Process Flow.
To do this we select in the last Block the target Business Process Flow: Opportunity Sales Process and the target stage: Propose.
After clicking on the button Migrate you will see a window will pop up that is processing.
The migrate gave the following results in CRM:
Within one click we bulk updated all the stages of the Open Opportunities. This took less than 20 seconds.
Scenario 2
For Scenario 2 we have received a request from the business to use the new Business Process Flow, Opportunity Sales Process (BPF MANAGER) for all the Open Opportunities and update to the stage Develop.
To do this, we select in the last Block the target Business Process Flow “Opportunity Sales Process (BPF MANAGER)” and the target stage: “Develop”.
After clicking on the Migrate button we receive an error this time: one or more users are unable to access the Target BPF. Ensure permissions are set before proceeding.
In our scenario only the user Burhan has rights to use the new Business Process Flow and the user Kevin has insufficient rights to use this Business Process Flow. You can proceed and update the security role of Kevin afterwards or cancel and update first his role. If you proceed, but don’t update the security role, Kevin won’t be able to access the Business Process Flow.
After completing the migration to the new Business Process Flow, it results as following in CRM:
This update also took less than 20 seconds to finish it.
Introduction
The primary goal of the tool is to give Microsoft Dynamics 365 customizers a way of managing Auto Number attributes. This feature was introduced with the 9.0 release from October 2017. However, this release only supports creating and managing these attributes through the SDK. A user interface for the features is expected to be available from the 9.1 release of the platform.
With the Auto Number Manager for XrmToolBox you can create, alter and delete these attributes through an easy to use UI.
Auto Number attributes in Microsoft Dynamics 365
How-to
Solution
The Solution dropdown will display all available unmanaged solutions in the system.
Select the solution in which to work with auto number attributes.
The prefix of the publisher of the solution will be used for new attributes created.
Entity
The Entity dropdown will display all entities included in the selected solution.
See Full List On Nuget.org
Select the entity for which to work with auto number attributes.New Attribute
Click this button to create a new Auto Number attribute for the selected entity in the selected solution.
Existing attributes
The table will display logical name and auto number format for existing auto number attributes on the selected entity.
Select an attribute to view the attribute properties, and to update properties or seed (next value to assign).
Attribute properties
Xrmtoolbox Mac
This box contains all properties relevant to auto number attributes.
- Logical Name
This can only be entered for new attributes. Prefix is taken from the publisher of the selected solution. - Display Name
The display name in the locale of the current user. See property Language Id below. - Description
The description of the attribute in the locale of the current user. See property Language Id below. - Maximum Length
The max length of the attribute. Note that the length must be equal to or greater than the length of the resulting number! If too short, it will not be possible to create records. - Language Id
The language for which to create or update Display Name and Description. This field is pre populated based on current user's settings. - Number Format
This is where the magic happens.
The format can contain any text or characters, and must contain one placeholder for sequential number.
The format can contain one or more placeholders for random strings and date/time string.
To delete a number format, clear this field and check the Don't require SEQNUM box.
See samples below. - Don't require SEQNUM
Added after screenshot was made
If this is checked, it is not required to include a SEQNUM component in the Number Format. This will NOT guarantee unique values!
To delete a number format, check this box and clear the Number Format field. - Seed
The seed defines next sequence number to use.
When creating a new attribute, this will be set to 1 in nothing is entered.
When updating an existing attribte, this should be left empty, unless you specifically want to change the existing number series!
Note that updating the seed for an existing attribute MAY result in duplicated information for new records! - Sample Number
This field will show a sample of the generated auto number, based on the information given above.
Create / Update
Execute creation or update of the attribute with given properties. Delete
This will delete the attribute from the entity and data for existing records. This action is not possible to undo, data is LOST!Show data with FXB
Click this button to open FetchXML Builder with a query to get the last ten records for the selected entity, with primary name, created on, and any auto number attributes included.Samples
DateTime placeholders accepts Standard Date and Time format strings.Xrmtoolbox Fetchxml
Documentation
Xrmtoolbox Download
Full SDK documentation is available here: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/create-auto-number-attributes
Other XrmToolBox plugins from Jonas Rapp
Install XrmToolBox · XrmToolBox
| FetchXML Builder: | fxb.xrmtoolbox.com |
| Plugin Trace Viewer: | ptv.xrmtoolbox.com |
| Bulk Data Updater: | github.com/rappen/BulkDataUpdater |
| Latebound Constants Generator: | github.com/rappen/LateboundConstantsGenerator |
| Related Records Analyzer: | github.com/rappen/RelatedRecordsAnalyzer |
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