Create and Send SMS in D365 Marketing

 In Dynamics 365 Marketing, you can use the SMS message type to create and send SMS messages to contacts or leads in your database. The process for creating and sending an SMS message involves several steps:

1. Create an SMS message template: In Marketing, navigate to Email and SMS > SMS message templates, and create a new template. In the template, you can specify the message content, and include personalization fields to dynamically insert information from the contact or lead record.

2. Create an SMS message: In Marketing, navigate to Email and SMS > SMS messages, and create a new message. In the message, you can specify the recipient list, select the SMS message template, and set the send options.

3. Send the SMS message: After creating the SMS message, you can send it immediately or schedule it to be sent at a later time.

Here's a sample process on how to send SMS message by using a sample code

var smsMessage = { recipientList: { query: "contacts", filter: "statuscode eq 1" }, template: { id: "cf5b5f0f-cbc4-45c9-9edf-e8a0da22b2d4" }, sender: { id: "c1b5f0f-cbc4-45c9-9edf-e8a0da22b2d3" }, sendImmediately: true }; var smsMessageId = Xrm.WebApi.createRecord("sms", smsMessage).then( function success(result) { var smsId = result.id; console.log("SMS created with ID: " + smsId); }, function (error) { console.log(error.message); });

This is just a simplified example, in your real scenario you may have to customize it as per your need, like you may have to import required types and apply the appropriate configurations options. Please note that in order to use this sample code, you must have the appropriate permissions to create and send SMS messages in Dynamics 365 Marketing, and you must have an active SMS message template and SMS sender account set up in your system.

Please be aware that SMS messaging is generally regulated, and laws and regulations vary by country. Before sending SMS messages to contacts or leads, you should familiarize yourself with any relevant laws and regulations, and obtain any necessary consent from your contacts or leads.

SDK: Create Email Using Template

        private static Guid CreateEmailMessageFromTemplate(IOrganizationService service, EntityReference contact, Guid templateId, EntityReference fromQueue)
        {
            InstantiateTemplateRequest request = new InstantiateTemplateRequest()

            {
                TemplateId = templateId,
                ObjectId = contact.Id,
                ObjectType = contact.LogicalName
            };
            InstantiateTemplateResponse response = (InstantiateTemplateResponse)service.Execute(request);
            Entity email = response.EntityCollection[0];
            var toActivityParty = new Entity("activityparty");
            toActivityParty["partyid"] = new EntityReference("contact", contact.Id);
            EntityCollection toParty = new EntityCollection() { EntityName = "activityparty" };
            toParty.Entities.Add(toActivityParty);

            var fromActivityParty = new Entity("activityparty");
            fromActivityParty["partyid"] = fromQueue;
            EntityCollection fromParty = new EntityCollection() { EntityName = "activityparty" };
            fromParty.Entities.Add(fromActivityParty);

            email.Attributes["to"] = toParty;
            email.Attributes["from"] = fromParty;
            return service.Create(email);
        }

Restrict Browser Back button

history.pushState(null, null, location.href);
    window.onpopstate = function () {
        history.go(1);
    };

Use the above code to restrict going to the back page from the current page.

This piece of code comes very handy when you are working on dynamics portals and you have logic where you should not allow users to navigate to back page.

D365 - Retreive more than 5000 records using fetchxml

 private static List RetrieveAllRecords(IOrganizationService service, string fetch)  
     {  
       var moreRecords = false;  
       int page = 1;  
       var cookie = string.Empty;  
       List<Entity> Entities = new List();  
       do  
       {  
         var xml = string.Format(fetch, cookie);  
         var collection = service.RetrieveMultiple(new FetchExpression(xml));  
         if (collection.Entities.Count >= 0) Entities.AddRange(collection.Entities);  
         moreRecords = collection.MoreRecords;  
         if (moreRecords)  
         {  
           page++;  
           cookie = string.Format("paging-cookie='{0}' page='{1}'", System.Security.SecurityElement.Escape(collection.PagingCookie), page);  
         }  
       } while (moreRecords);  
       return Entities;  
     }  

Usage

  var fetch = "<fetch {0}>" +  
             "  <entity name='accounts' >" +  
             "    <attribute name='accountid' />" +  
             "    <attribute name='name' />" +  
             "  </entity>" +  
             "</fetch>";  
       var accountCol = RetrieveAllRecords(service, fetch);  

Dynamics Portals Caching issue

When you change any portal configuration in CRM it doesn't gets reflected on the portals unless the portal is restated from the admin portal. This is very painful when we tend to do some small changes as it takes at least 2-3 mins to restart the portal.

Portal provides about page which has the clear cache option which can be used in this senarions. to access the page append the Portal URL + /_services/about

Make sure the user accessing this page is logged into the portal and have "administrator" web role

Error Connecting to Dynamics 365 Online from Report Viewer in VS

After entering connection details the connection dialog prompts for the credentials multiple times and this is because of the recent changes by Microsoft to he overall platform

ROOT CAUSE:
Its all because of the latest update in the Microsoft TSL(Transport Security Layer) Protocol in SDK assemblies..Microsoft allowed the TSL connection 1.0  and 1.1 for the browsers or client to connect the CRM org.Now Microsoft will support only TSL 1.2 or above going forward(Reference) . If you are connecting your org with the old version of plugin registration tool , then you may face this issue.


Uninstall Report Authoring Extension and install the latest.(Make sure Installed dll is the latest SDK 9.0). if this doesnt resolve the issue then follow the below step.


On the machine where VS is installed go to the start menu, then type run and then enter. Type in regedit and then OK.

Once the Registry Editor is open, go to: HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Microsoft\.NETFramework\v4.0.30319
Right click on the name of the folder (the v4.0.30319 folder) and select New, then DWORD. Give it the name of SchUseStrongCrypto and the Value of 1. Exit the Registry Editor, then restart your machine. 

SDK - Send Email Using Template with attachement

 InstantiateTemplateRequest instTemplateReq = new InstantiateTemplateRequest  
           {  
             TemplateId = templateId,  //template guid
             ObjectId = incidentId,   // template type id
             ObjectType = "incident"  
           };  
 InstantiateTemplateResponse instTemplateResp = (InstantiateTemplateResponse)service.Execute(instTemplateReq);  
 Entity instTemplate = (Entity)instTemplateResp.EntityCollection.Entities[0];  
 Guid emailGuid = service.Create(instTemplate);  
 //Add attachement  
 Entity emailAttachment = new Entity("activitymimeattachment");  
 //attachement in byte[]  
 emailAttachment["body"] = Convert.ToBase64String(attachement);  
 emailAttachment["objectid"] = new EntityReference("email", emailGuid);  
 emailAttachment["objecttypecode"] = "email";  
 emailAttachment["filename"] = item.Name;  
 service.Create(emailAttachment);  //Creates attachement to email
 SendEmailRequest sendEmailReq = new SendEmailRequest()  
           {  
             EmailId = emailGuid,  
             IssueSend = true  
           };  
  SendEmailResponse sendEmailResp = (SendEmailResponse)service.Execute(sendEmailReq);