Microsoft Dynamics 365 Marketing CRM
Greetings to our great non-profit organizations. In this article, we will guide you through Dynamics 365 Marketing. Microsoft Dynamics 365 Marketing became Dynamics 365 Customer Insights – Journeys which is a comprehensive marketing solution which enables you to build customer journeys, improve communication and helps automate business processes with some of the key features such as Customer Journeys, Leads, Accounts, Campaign Automations, Email, Form, Survey, Landing Page Creator, SMS, Social Media Integration, Custom Workflows, Automations and more. Dynamics 365 Marketing became Dynamics 365 Customer Insights – Journeys. You can find the official information here: Transition to real-time marketing and transform your Customer Experience - Microsoft Dynamics 365 Blog Microsoft Dynamics 365 Marketing consists of two primary modules. Therefore, both modules have the ability to create graphical emails and design interactive customer journeys to support marketing initiatives. 1-Real-time marketing: Enables you to initiate customer journeys in real-time based on signals and profile data you collect from your clients. So, the Real-time allows you to trigger customer journeys in real time based on the signals and customer profile. Some of the key features of real-time marketing are: Real Time Customer Journeys, Mobile Messaging, Real time analytics, Personalization across content and journeys and more. 2-Outbound marketing: Provides a set of output tools to help seamlessly connect marketing and sales processes. It also has a great capability for managing and organizing in-person events and webinars that seamlessly integrated with Microsoft Teams. Therefore, outbound marketing provides email and social channel capabilities, but you can also build your own custom channels. Outbound marketing is a great solution to seamlessly connect your marketing and sales processes. Some of the key features of Outbound marketing are: Social media posting: Leverage the social media and Post messages to Facebook, Instagram, and Twitter. Event management: Manage and organize all your event needs in one place. Lead management: A potential lead is identified and qualified. Lead scoring and grading: manage and organize the leads through a business process with automated lead scoring. Subscription management: Subscription lists are managed at the contact. A subscription is a marketing page that contact can use to manage their communication with your organization. Forums and landing page: forms provide the user interface that people use to interact with the data they need to do their work.
Teams Integration with Dynamics 365 for an Entity showing not connected.
I need to be able to programmatically add a tab to teams that uses the Dynamics 365 teams app for an entity and I need it to show as connected to dynamics. Here is the requests I have built for both the Graph SDK and the CRM SDK side of things as well as some black magic I caught from fiddler that makes me sad. First lets start with some things that are used anytime anyone wants to make a dynamics tab. You need the teams app id for the Dynamics 365 Teams Integration App which happens to be the same on all tenants (yay) which is cd2d8695-bdc9-4d8e-9620-cc963ed81f41 next you are going to need all kinds of Organization/Environment specific info OrganizationUrl = https://orgXXXXXXXX.crm.dynamics.com OrganizationId (Guid) from Power Platform Admin Center is easiest Dynamics App Id (Guid) for the app your entity is from ie Sales Hub for an Opportunity Entity The Entity Id (Guid) for the entity you wish to connect to The Entity Type Code (int) from the Entity Metadata for ex Opportunity is 3 and Contact is 2 The above are all things you use the CRM API to go and get. You also need the following from Graph SDK. Team.Id (Guid) for the team you are adding a tab too Team.InternalId (string looks like 19:32characters@thread.tacv2) "19:00000000111122223333444444444444@thread.tacv2" also for the team you are adding the tab too Channel.Id (string looks like 19:32characters@thread.tacv2) for the channel you want to add the tab too A Display Name for the tab of your choice. A Fully Qualified Entity Name, not sure what the Dynamics devs call it but that is what it looks like, its format looks like this OrganizationId.ToString() + "|" + DynamicsAppId.ToString() + "|" + EntityId.ToString() + "|" + EntityObjectTypeCode.ToString() + "|" + EntityDisplayName Lastly you need a formatted content url to the dynamics entity you want to connect too I did it with this string.Format("{0}main.aspx?appid={1}&pageType=entityrecord&etn=opportunity&id={2}", OrganizationUrl, DynamicsAppId.ToString(), EntityId.ToString()) Because this is a fair amount of data to manage I made a little class to hold it all public class TeamTabInfo { public string DisplayName { get; set; } public Guid EntityId { get; set; } public string OrganizationUrl { get; set; } public Guid OrganizationId { get; set; } public Guid DynamicsAppId { get; set; } public int EntityObjectTypeCode { get; set; } public string EntityWebsiteUrl { get; set; } public string FormattedEntityWebsiteUrl { get { return string.Format(EntityWebsiteUrl, OrganizationUrl, DynamicsAppId.ToString(), EntityId.ToString(), EntityObjectTypeCode.ToString()); } } public string FormattedFQEN { get { return OrganizationId.ToString() + "|" + DynamicsAppId.ToString() + "|" + EntityId.ToString() + "|" + EntityObjectTypeCode.ToString() + "|" + DisplayName; } } } Now that I have something to hold the info that makes up a tab I needed a function that would actually make the objects for Graph to use. public static TeamsTab CreateTabRequest(TeamTabInfo tabInfo) { TeamsTabConfiguration ttc = new TeamsTabConfiguration(); TeamsTab tt = new TeamsTab(); ttc.EntityId = tabInfo.FormattedFQEN; ttc.WebsiteUrl = tabInfo.FormattedEntityWebsiteUrl; ttc.ContentUrl = $"https://msteamstabintegration.crm.dynamics.com/Home/Bootstrapper#pageType=dynamics-host&dynamicsUrl={ WebUtility.UrlEncode(tabInfo.FormattedEntityWebsiteUrl + "&navbar=off&flags=FCB.AllowLegacyDialogsInUci=false") }"; ttc.RemoveUrl = "https://msteamstabintegration.crm.dynamics.com/Home/Bootstrapper#pageType=tab-remove"; tt.Configuration = ttc; tt.DisplayName = tabInfo.DisplayName; tt.ODataBind = "https://graph.microsoft.com/v1.0/appCatalogs/teamsApps/cd2d8695-bdc9-4d8e-9620-cc963ed81f41"; return tt; } TeamsTabConfiguration and TeamsTab come from the GraphSDK. Now you see those magic links in there? They apparently hide the secret to success here but we will come back to that. Here is the code I use to get the info from CRM and GraphSDK I need to be able to create the Tab objects. GraphServiceClient gsc = await gf.GetClient(tenantUser, tenantPass); var myTeamsResult = await gsc.Me.JoinedTeams.Request().GetAsync(); string contosoCoffeeTeamsId = myTeamsResult.Where(t => string.Compare(t.DisplayName, "My Team", true) == 0).FirstOrDefault()?.Id; var contosoCoffeeTeamResult = await gsc.Teams[contosoCoffeeTeamsId].Request().GetAsync(); var channelsResult = await gsc.Teams[contosoCoffeeTeamsId].Channels.Request().GetAsync(); string espressoId = channelsResult.Where(c => string.Compare(c.DisplayName, "Group 1", true) == 0).FirstOrDefault()?.Id; var installedAppsResult = await gsc.Teams[contosoCoffeeTeamsId].InstalledApps.Request().Expand("teamsAppDefinition").GetAsync(); bool dynamicsAppInstalled = installedAppsResult.Where(i => i.TeamsAppDefinition.TeamsAppId == "cd2d8695-bdc9-4d8e-9620-cc963ed81f41").Any(); if(!dynamicsAppInstalled) { var teamsAppInstallation = new TeamsAppInstallation { AdditionalData = new Dictionary<string, object>() { //well known dynamics teams app id = cd2d8695-bdc9-4d8e-9620-cc963ed81f41 {"teamsApp@odata.bind", "https://graph.microsoft.com/v1.0/appCatalogs/teamsApps/cd2d8695-bdc9-4d8e-9620-cc963ed81f41"} } }; await gsc.Teams[contosoCoffeeTeamsId].InstalledApps .Request() .AddAsync(teamsAppInstallation); } string orgUrl = await gf.GetOrganizationUrl(tenantName, tenantPass); CrmServiceClient csc = gf.ConnectCRMAdminLogin(tenantName, tenantPass, orgUrl); EntityMetadata opportunityEm = csc.GetEntityMetadata("opportunity", EntityFilters.Entity); QueryExpression queryPages = new QueryExpression("appmodule"); queryPages.ColumnSet = new ColumnSet(new String[] { "appmoduleid", "name", "url", "description" }); queryPages.Criteria.AddCondition("name", ConditionOperator.In, new string[] { "Sales Hub" }); TeamTabInfo cafeAutoTab = new TeamTabInfo(); cafeAutoTab.DisplayName = "Opportunity 1"; cafeAutoTab.EntityWebsiteUrl = "{0}main.aspx?appid={1}&pageType=entityrecord&etn=opportunity&id={2}"; cafeAutoTab.OrganizationId = csc.ConnectedOrgId; cafeAutoTab.OrganizationUrl = orgUrl; cafeAutoTab.EntityObjectTypeCode = opportunityEm.ObjectTypeCode.Value; cafeAutoTab.DynamicsAppId = queryResult.Entities.Where(w => w.Attributes.Values.Contains("Sales Hub")).FirstOrDefault().Id; queryPages = new QueryExpression("opportunity"); queryPages.ColumnSet = new ColumnSet(new String[] { "opportunityid", "name", "description" }); queryPages.Criteria.AddCondition("name", ConditionOperator.Equal, "Opportunity 1"); queryResult = csc.RetrieveMultiple(queryPages); cafeAutoTab.EntityId = queryResult.Entities.FirstOrDefault().Id; var tabResult = await gsc.Teams[contosoCoffeeTeamsId].Channels[espressoId].Tabs.Request().AddAsync(GraphFunctions.CreateTabRequest(cafeAutoTab)); Assume GraphServiceClient gsc and CrmServiceClient csc are functional as I have other huge functions that do all the auth stuff and give me back a functional client. The above code adds a tab to teams but apparently it is only half added, just the teams half. There is a CRM half I learned and this involves an insertion into the logical dataverse entity table "msdyn_teamscollaboration" and that ends up looking a bit like the following Microsoft.Xrm.Sdk.Entity teamsCollabToAdd = new Microsoft.Xrm.Sdk.Entity(); teamsCollabToAdd.LogicalName = "msdyn_teamscollaboration"; teamsCollabToAdd.Attributes.Add("msdyn_teamid", contosoCoffeeTeamResult.InternalId); teamsCollabToAdd.Attributes.Add("regardingobjecttypename", "opportunity"); teamsCollabToAdd.Attributes.Add("msdyn_groupid", new Guid(contosoCoffeeTeamsId)); teamsCollabToAdd.Attributes.Add("msdyn_tenantid", csc.TenantId); teamsCollabToAdd.Attributes.Add("msdyn_channelid", espressoId); teamsCollabToAdd.Attributes.Add("regardingobjectid", cafeAutoTab.EntityId); teamsCollabToAdd.Attributes.Add("statecode", "Active"); teamsCollabToAdd.Attributes.Add("msdyn_channelfolderrelativeurl", "/sites/My Team/Shared Documents/Group 1"); teamsCollabToAdd.Attributes.Add("msdyn_teamsiteurl", string.Format("https://{0}.sharepoint.com/sites/My%20Team", tenantName.ToLower())); teamsCollabToAdd.Attributes.Add("msdyn_channelname", "Group 1"); teamsCollabToAdd.Attributes.Add("msdyn_channeltype", "regular"); teamsCollabToAdd.Attributes.Add("msdyn_teamname", "My Team"); teamsCollabToAdd.Attributes.Add("regardingobjecttypecode", cafeAutoTab.EntityObjectTypeCode); teamsCollabToAdd.Attributes.Add("msdyn_appid", "cd2d8695-bdc9-4d8e-9620-cc963ed81f41"); teamsCollabToAdd.Attributes.Add("msdyn_pipedentityid", cafeAutoTab.FormattedFQEN); teamsCollabToAdd.Attributes.Add("msdyn_weburl", cafeAutoTab.FormattedEntityWebsiteUrl); teamsCollabToAdd.Attributes.Add("msdyn_contenturl", $"https://msteamstabintegration.crm.dynamics.com/Home/Bootstrapper#pageType=dynamics-host&dynamicsUrl={WebUtility.UrlEncode(cafeAutoTab.FormattedEntityWebsiteUrl)}"); CreateRequest cdsRequest = new CreateRequest(); cdsRequest.Target = teamsCollabToAdd; CreateResponse cdsResponse = (CreateResponse)csc.Execute(cdsRequest); Now this also successfully runs and I get a record added to the Dataverse. Not only do I get a record, but if I remove this created tab and use the UI I get the exact same record added to the Dataverse if everyway except a new primary key. Everything looks in place and it should be solid, but all is not well in the land of no documentation. Remember that magic link I mentioned before? Well it turns out that if you use my code you get a tab added that has an angry bit. This record is not connected to Dynamics 365. Repin the tab and try again. And that learn more points to https://msteamstabintegration.crm.dynamics.com/Home/undefined which goes nowhere and looks suspiciously familiar to a magic link. If you use the UI you get This record is successfully connected to Dynamics 365. and that Learn More points to https://go.microsoft.com/fwlink/?linkid=2019594 which is at least a functional. So I did what anyone else would do when you have functional UI and non functional API calls after making sure the backend data I had access too was identical. I hit it with Fiddler. A behold a call is made to the following API endpoint. https://msteamstabintegration.crm.dynamics.com/api/TeamsTabService/PostPinTasks This is a secure endpoint we don't have access too. This appears the difference between using the UI and the 2 API calls to add the tab and the record to msdyn_teamscollaboration is the call to the above endpoint. So after all the preparation and all the hunting this is the question for the MS group that owns https://msteamstabintegration.crm.dynamics.com/api/TeamsTabService/PostPinTasks WHAT DOES THAT ENDPOINT DO? What are these "Post Pin Tasks"? BTW pinning a view (savedquery entity) doesn't have this issue since it isn't kept in sync the same way, it is specific to Direct Entity Connections. ************************************************************* UPDATE 05/24/2022 ************************************************************* I have an update and there is now an api endpoint that can be used to attach an entity record and get the connection symbol to show up correctly. First you must follow the directions at https://docs.microsoft.com/en-us/dynamics365/sales/teams-integration/enable-record-linking and consent to the permissions that are asked when the options are turned on. Once that is setup you can then make a call that matches the following criteria. Syntax: The programmatic support for the Collaborate functionality is implemented as a custom API in Dynamics. POST <org-url>/api/data/v9.0/msdyn_associateRecordToChannel Request Body In the request body, supply a JSON representation of the following properties. Property Type Description msdyn_recordId string Unique identifier of the entity record or view msdyn_entityLogicalName string Entity Logical Name of the record or view to be pinned msdyn_teamId string Unique Identifier of the Team to which the channel belongs msdyn_teamInternalId string Team Internal Id of the Team to which the channel belongs msdyn_teamDisplayName string Display Name of the team to which the channel belongs msdyn_channelId string Unique Identifier of the channel where record is to be pinned msdyn_channelDisplayName string Display Name of the channel msdyn_channelType string Type of the channel (standard or private) msdyn_appModuleId string App Id of the Model-Driven App in Dynamics msdyn_orgUrl string Dynamics Environment URL msdyn_pageType string Specifies whether the record is a entity record or a view(entityrecord or entitylist) 1. Pin an entity record in a channel in Teams Request POST https://nam11.safelinks.protection.outlook.com/?url=https%3A%2F%2Fgraph.microsoft.com%2Fv1.0%2Fteams%2F57fb72d0-d811-46f4-8947-305e6072eaa5%2Fchannels&data=05%7C01%7Cmallen%40valorem.com%7Cb6a5f7702c4649285bdd08da324afed4%7C5c8085d91e884bb6b5bde6e6d5b5babd%7C0%7C0%7C637877594957680620%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=sI3RHKFr4f%2FA6u9XFZTqCR95HltTdX3uuragCzqN9vY%3D&reserved=0 Content-type: application/json { "msdyn_recordId": "f3372c45-1a83-ec11-8d20-00224805bb02", "msdyn_entityLogicalName": "account", "msdyn_teamId": "511298c7-f02d-43a7-94ec-cc8d3822fab6", "msdyn_teamInternalId": "19:54d5461eadef4e1bbf1581a08bb31d1b@thread.skype", "msdyn_teamDisplayName": "New Teamz456", "msdyn_channelId": "19:54d5461eadef4e1bbf1581a08bb31d1b@thread.skype", "msdyn_channelDisplayName":"General", "msdyn_channelType": "standard", "msdyn_appModuleId": "440eaf39-997e-ec11-8d20-000d3a3b2a9b", "msdyn_orgUrl": https://nam11.safelinks.protection.outlook.com/?url=https%3A%2F%2Ftp2sg851meenaltestorg.crm10.dynamics.com%2F&data=05%7C01%7Cmallen%40valorem.com%7Cb6a5f7702c4649285bdd08da324afed4%7C5c8085d91e884bb6b5bde6e6d5b5babd%7C0%7C0%7C637877594957680620%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=3SKi1%2FXFv8%2B42RHyvBim8n%2BxjDrKbg%2Bdc7AR5OmMzf4%3D&reserved=0, "msdyn_pageType":"entityrecord" } Programmatic issues that are still present in the views of automation. 1. I don't know how to set the settings and consent to the permissions programmatically, I can set the settings in the Organization table in the dataverse but that does NOT consent to the permissions and so the api call does not work. 2. When using the UI there is an option to "Post" to the channel as an announcement. This post has a special embedded link that links to the newly created tab. The formatting appears to go through the Skype api even though it is in teams and I have not figured out how to replicate this announcement functionality at this time.Tracked to Dynamics 365 label in Outlook is not seen if I'm part of the distribution list
Hi, Within our organization, I'm able to see the emails which I'm CC'd on and which are tracked to other records in Dynamics 365 by other team members. However, if our Team Members are within a Distribution List, the sender/recipient can see the Tracked to Dynamics 365 label in Outlook but others can't as they were seeing when only being CC'd on. Tracked in CRM where I'm CC'd - Tracked Email not shown as label even when the Email is tracked in CRM but I'm part of the Distribution list Are there any limitations to the labels getting displayed? The Emails are comfortably tracked though. Also, we have created a Contact in Dynamics 365 having the Distribution List set as the Email record. Kindly advise. Thanks!!
The attempted operation is prohibited because it exceeds the list view threshold
Hi, We are fetching documents from a specific folder using the below code. Microsoft.SharePoint.Client.List spList = clientContext.Web.Lists.GetByTitle("Testable"); clientContext.Load(spList); clientContext.ExecuteQuery(); CamlQuery camlQuery = new CamlQuery(); camlQuery.ViewXml = @"<View Scope='RecursiveAll'> <Query> <Where> <IsNotNull> <FieldRef Name='Title'></FieldRef> </IsNotNull> </Where> <OrderBy> <FieldRef Name='Created' Ascending='true' /> </OrderBy> </Query> </View>"; Folder folder = clientContext.Web.GetFolderByServerRelativeUrl(relativeURL); clientContext.Load(folder); clientContext.ExecuteQuery(); camlQuery.FolderServerRelativeUrl = folder.ServerRelativeUrl; ListItemCollection listItems = spList.GetItems(camlQuery); clientContext.Load(listItems, items => items.Include( item => item, item => item["Title"])); clientContext.ExecuteQuery(); The folder has 10-12 documents only but still, it is throwing the error "The attempted operation is prohibited because it exceeds the list view threshold" when executing the last line.
