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How to use Package deployer tool to deploy packages for dynamics 365

If you are a developer then you must know what is use of package solutions into dynamics. A package solution contains entities, fields, plugins, your application logic code and etc elements. Sometimes we need more than one package to ship to our customers for their functional dependency. Package deployer tool helps to create a single package that can contain multiple packages, master data files, code, and able to contains almost most of the required elements to create a single package on which we can show custom Html to describe details about the package.

 

We can download the Package Deployer using PowerShell from below link

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/download-tools-nuget

For creating package using visual studio we need package deployer template you can download it from below site

https://marketplace.visualstudio.com/items?itemName=DynamicsCRMPG.MicrosoftDynamicsCRMSDKTemplates

Run the CRMSDKTemplates.vsix to install the template for your visual studio.

After successful installation, create a new project of type CRM Package

In solution we have PkgFolder, Inside it we have:

Content -folder in which we can configure wizard’s html page to show information regarding package and company.

ImportConfig.xml – Configuration file for mapping data files and solutions.

Here we need to place our configdata and record files as well.

Below is the screenshot:

To create the data file use configuration migration tool of CRM SDK.

Update ImportConfig.xml by mentioned your files. Place the solution which you like to ship.

Update Html according to your needs.

Now Create one folder and place all the code which you found inside PackageDeployment tool.

Build the solution and copy PkgFolder and dll of the project and paste into newly created folder which has PackageDeployement files

Run PackageDeployer, add your orgainization credentials and you will get the deployer wizard as below

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Installation and Configuration of Omnichannel – Part 2

INSTALLATION AND CONFIGURATION OF OMNICHANNEL IN CRM D365

This is the second part of the Installation and Configuration of Omnichannel for Customer Service in CRM D365.

If you are not getting the Omnichannel for Customer Service App inside Dynamics 365 Administration Center under the Application Tab to go to Part 1.

Let’s continue with the remaining part.

PURCHASE POWER BI LICENSE

You need a Power BI license for Omnichannel. It needs to be assigned to users in order to configure Omnichannel.

If you have a Power BI license and already assigned to users, then skip this part otherwise follow the below steps to get Power BI license.

  1. Go to Microsoft 365 admin center.
  2. Go to Billing Section in the sidebar and click on Purchase services.
  3. Search for power bi. You will get multiple Power BI services. Select Power BI (free). (You can also opt other options for more features).
4. During the check-out process, you’ll be prompted for a credit card in Step 3 of the checkout process.
5. Select the option of Invoice to skip credit card details, fill details and click on Place Order button at the bottom. You will get a confirmation message.
6. Now go to the Admin center and assign this license to a specific user.
PROVIDE DATA ACCESS CONSENT

To allow Omnichannel for Customer Service to read and write data on behalf of users, follow these below steps:

CONFIGURE OMNICHANNEL FOR CUSTOMER SERVICE

Step 1: Select Omnichannel for Customer Service in Dynamics 365 Administration Center under the Application Tab, and click on Manage.

If you have not provided the data access consent then it will ask you to do. Go to Provide Data Access Consent as mentioned in the above section. After that, you will be redirected to Dynamics 365 Administration Center to manage Omnichannel Instance.

Note: As an admin, you can configure Omnichannel on multiple environments (instances). You can view all organization instances where the Omnichannel app has been configured in the Manage Instances view.

 Step 3: Click on Add an org section to set up Omnichannel for the environment. Here you will be asked to select an organization. Select the organization, Check the checkbox for privacy terms and click on purple continue arrow to proceed.

Step 4: Proceed with Setup Chat, SMS and Facebook by selecting the required options to enable it. At last, you will see this screen.

Step 5: Now click on the check button to complete setup on the Summary page.

Now everything will be under setup and it will take time (In my case it took hours, after some time you can close it and reopen or refresh it ). Till then you can have a coffee or go for a walk or do your pending work.

When setup will be completed you can see the below screen with all enabled channels.

In the next blog will be to carry out the Omnichannel configuration within Dynamics 365 for the different channels, which I’ll be going to cover in the next part of this blog.

I hope this will help you to set up the omnichannel inside CRM D365. Please Feel free to ask questions related to it and also post your comments and feedback.
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Installation and Configuration of Omnichannel – Part 1

I am creating a blog series of posts to help people for installation and setup Omnichannel for Customer Service in CRM D365. I hope these might serve as useful blog posts for everyone.

So, let’s begin with the Installation and Configuration of Omnichannel in CRM D365. 

THERE ARE SEVERAL PREREQUISITE ITEMS THAT ARE NECESSARY IN ORDER TO DO THIS, WITH SEVERAL STEPS.
THERE ARE TWO OPTIONS TO SIGN-UP FOR A FREE 30-DAY TRIAL OF CHANNELS:
  • Channels trial through https://trials.dynamics.com/
  • Channels trial through Microsoft 365 admin center (For more info Click Here )

I’ll configure Omnichannel using the first option. You need to install the Omnichannel Hub in order to be able to access it.

Step 1: Get a Dynamics 365 trial instance, to sign up for a trial account Click Here.

If you already have a Dynamics 365 trial instance, then go to Step 2.

Click on Sign Up Here button and then a pop up will appear to choose for partner or Microsoft employee option.

Continue with the signup option.

Fill all the required details to create an account.

When your setup will be completed, you have to select the required options (Also you can select “All of these” options) as you can see in the below screenshot.

Step 2: After Completing the Setup open Dynamics 365 Administration Center. Under the Application Tab look for Omnichannel for Customer Service App.

Oh! Wait… What? I didn’t find that. 

You may be lucky to get the option of Omnichannel for Customer service to configure. If you find that then jump to Installation and Configuration of Omnichannel – Part 2.

Note: Many of us don’t get this option as Microsoft suggests in its documents as you can see in the above screenshot. Even though you will get Omnichannel Administration and Customer App along with Customer Service Hub in Apps as given in the below screenshot.

Umm…Something is not right. Don’t worry, we can solve this issue as well. It is mandatory to follow the below steps to configure it properly.

 Step 3: So, in order to get the Omnichannel option in the Applications Tab, you need to follow below steps:

It will redirect you to another page with confirmation that you have an existing account. Now Click on the Sign-in button to proceed.

Click on Ok, Got it button.

You can see the screen for setting up…

Once setup has completed, Go to Application tab inside Dynamics 365 Administration Center.

Now you can see the Omnichannel for Customer service.

This Blog is getting bigger, so we will continue with the configuration and remaining setup for Omnichannel in the next part of the blog series. Visit Installation and Configuration of Omnichannel – Part 2 for more details.

I hope this blog series will help you to set up the omnichannel inside CRM D365. Please Feel free to ask questions related to it and also post your comments and feedback.
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Microsoft CRM Reporting RdlHelper Error in SSRS Report

ERROR WHILE LOADING CODE MODULE ‘MICROSOFT.CRM.REPORTING.RDLHELPER’. COULD NOT LOAD FILE OR ASSEMBLY ERROR IN REPORT INSIDE DYNAMICS 365

 

Today I found this issue when trying to compile a FetchXML-based report in Visual Studio 2015 I got an error. So this story starts when I downloaded a working rdl file from MS CRM D365 and made some minor changes in it inside the visual studio. I was trying to preview this existing report in Visual Studio 2015 I got this following error:

After banging my head for some time, I found that this issue occurred due to the Assembly version of Microsoft.Crm.Reporting.RdlHelper,

TO FIX THIS ISSUE FOLLOW THE BELOW STEPS:
  1. Click on Report rdl file in solution explorer.
  2. Go to the Report section in the header in visual studio.
  3. Click on Report Properties, It will open property section.

Now go to References Tab and browse to the correct version of the assembly in the BidExtensions folder, even if the Microsoft.Crm.Reporting.RdlHelper is listed, it may be that this is the wrong version…

The earlier version of Microsoft.Crm.Reporting.RdlHelper was 7.0.0.0 so we need to update it to 9.0.0.0 in my case.

In our case it was located here C:\Windows\Microsoft.NET\assembly\GAC_MSIL\Microsoft.Crm.Reporting.RdlHelper\v4.0_9.0.0.0__31bf3856ad364e35

although the exact location will depend on which version of the helper you have installed.

Remove any pre-existing references (which are not necessary or maybe different version of the dll).

I hope this will help you in solving your issue, signing off!