Skip to main content

XrmToolBox: AutoNumberUpdater - new StateCode filter

Post a Comment

Experiences with profile cards in Dynamics 365 v.9.1

Today I was testing out the profile cards feature and analysed how Microsoft implemented it as there is only little information to find on docs.microsoft.com, like this article:
https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/admin/enable-profile-card

While using the profile cards I experienced a behavior that was not really self-explanatory for me and my colleagues. Thanks to Chrome DevTools I was able to have look behind the scences to find more information on how it works.

Key findings

If you use a contact lookup field on an entity form and...
  • select a contact that has the field "emailaddress1" filled you will get a persona card popup
  • if the contact has "emailaddress1" not filled the persona card popup will not show up
For system users there are two fields that are used to show the persona card popup:
  • internalemailaddress
  • azureactivedirectoryobjectid
The following snippet helped me identify those fields and dependencies:

t.prototype._getQueryOptions = function (e) {
 switch (e) {
 case "contact":
  return "?$select=emailaddress1";
 case "systemuser":
  return "?$select=internalemailaddress,azureactivedirectoryobjectid"
 }
 return ""
},
t.prototype._getLpcIdentifiers = function (e, t) {
 switch (t) {
 case "contact":
  return {
   smtp: e.emailaddress1
  };
 case "systemuser":
  return {
   smtp: e.internalemailaddress,
   aadObjectId: e.azureactivedirectoryobjectid
  }
 }

Further I found that this file:
/uclient/scripts/livepersonacard.js?v=1.3.2399-191022-211210
provides information that it leverages Microsoft Delves Live PersonaCard App or feature to display the popup, which looks similar to what we can find here:
https://developer.microsoft.com/en-us/fabric-js/components/personacard/personacard

As Office Fabric JS offers a nice framework for controls the idea is not far away to use the components provided there for your own PCF controls which there are already a few controls shared on https://pcf.gallery like this DatePicker control: https://pcf.gallery/date-picker/

Comments

Post a Comment

Popular posts from this blog

Yet Another Address Autocomplete PCF Control–powered by Bing

In this blog post I will not go into detail in how to install all the pre-requisites that are required to build and run PCF controls. My goal was to build a new PCF control and get into coding of PCF controls as fast as possible. Here are a few links to articles that will help you installing the pre-requisites (Microsoft PowerApps CLI)  https://docs.microsoft.com/en-us/powerapps/developer/component-framework/get-powerapps-cli Other good references to get into this topic: https://toddbaginski.com/blog/how-to-create-a-powerapps-pcf-control/ https://docs.microsoft.com/en-us/powerapps/developer/component-framework/create-custom-controls-using-pcf I looked through the Guido Preite’s https://pcf.gallery/ which will help you find appropriate use cases / examples for your own needs. It did not take very long to find a simple example to start with: Andrew Butenko's https://pcf.gallery/address-autocomplete/ A few moments later I had the idea to create yet another address autocomplete...
16 comments
Read more

Regarding SPFieldMultiLineText (Add HTML/URL content to a field) programmatically

I recently tried so set some HTML content in a SharePoint list column of type SPFieldMultiLineText. My first approach was this piece of code: SPFieldMultiLineText field = item.Fields.GetFieldByInternalName( "Associated Documents" ) as SPFieldMultiLineText; StringBuilder docList = new StringBuilder(); docList.Append( " " ); foreach (DataRow docRow in addDocs) { DataRow[] parent = dr.Table.DataSet.Tables[0].Select( "DOK_ID=" + docRow[ "DOK_MGD_ID" ].ToString()); if (parent != null && parent.Length > 0) { docList.AppendFormat( " {1} " , parent[0][ "FilePath" ].ToString(), parent[0][ "Title" ].ToString()); } } if (docList.Length > 0) { // remove trailing tag docList.Remove(docList.Length-5, 5); } docList.Append( " " ); string newValue = docList.ToString(); item[field.Title] = newValue; What this code does is to get all associated documents to the main document and to add these docu...
1 comment
Read more

CRM 2016 SP1: Solution import failed with Solution With Id = 12ac16ec-41d5-1685-a230-0b1c31499250 Does Not Exist

Importing Solutions with the upgrade solution (holding solution) option is still not stable with CRM 2016 SP1 On-Premise. Ronald Lemmon already posted the same issue on his blog: http://ronaldlemmen.blogspot.de/2015/11/solution-with-id-86ac16ec-41d7-4685.html I expected it to be fixed with SP1 but it is still happening every now and then. With this query and the solution id (guid) of the error message you are able to find records in the ProcessTriggerBase table that reference the guid of a failed import from a holding solution that is not existing in the system anymore. select * from ProcessTriggerBase where solutionid = 'YOUR_SOLUTION_GUID' Due to this reference to a solution id not existing in the system you will not be able to import a new version of the target solution to be updated. What I did and this is probably not a supported solution is to update the guid to the actual target solution that is currently deployed in the system. To find out the id of ...
3 comments
Read more