Digital Signature Solution for Microsoft Dynamics CRM

In this article we will discuss about Digital Signature Solution Integration Created by me.

For boosting your business, close deals faster and secure using “eSignly Dynamics CRM Solution”.

Sign your business documents from eSignly inside Dynamics CRM.

eSignly for Dynamics CRM Solution enables you to sign, track and review contracts, agreements and other business documents directly from your Dynamics CRM environment within the Leads, Opportunities and all other important entities as per your choice. eSignly for Dynamics CRM Solution helps you to keep your business digital.

Key Features

 Self-Signature or Send for Signature

eSignly provide feature to for self-sign documents or send the documents for the signature of your Dynamics CRM or Integrated SharePoint’s documents. Also, eSignly provide a multiple signature hierarchy.

Instant Requested Documents Status Checker

eSignly for Dynamics CRM Solution provides a feature of checking documents status on instant basis inside Microsoft Dynamics CRM.

   

Track and Manage Document automatically

eSignly for Dynamics CRM Solution tracks status of your sign requested documents automatically and Automatically attach signed documents.

Manage Role based access for Users

eSignly for Dynamics CRM Solution provides a role base access for Documents Signature.   Admin can manage permissions for documents signing process for Microsoft Dynamics CRM Users, using Dynamics CRM Security module.

Screens:-

Configuration of entity:-

Document selection:-

Signing documents:-

       

Signed documents inside Dynamics CRM:-

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Migrate SharePoint On-Premises Content to SharePoint Online

In this article, we will discuss about Migrate SharePoint On-Premises Content to SharePoint Online. SharePoint Online Migration PowerShell cmdlet is the a way of doing content migration without using a tool.

So, let's discuss step by step:

Prerequisites:-

•     Azure Subscription
•     Azure Storage Account
•     Office 365 (SharePoint) Account
•     SP Online Management Shell

Script:- 

Get-PSSnapin

Get-PSSnapin -Registered

Add-PSSnapin Microsoft.SharePoint.PowerShell

Import-Module Microsoft.Online.SharePoint.PowerShell -DisableNameChecking

Export-SPWeb -Identity "<onprem-site URL e.g. http://saddamk206>" -ItemUrl "/<Document library name e.g. MyDocuments>/" -Path "<temprary path e.g. C:\Migration\MyDocuments_Source" -NoFileCompression -IncludeVersions LastMajorAndMinor

$username = "samkhan@saddamk206.co.in"

$cred = Get-Credential $username

$sourceFiles = "<Source of Files e.g. C:\Migration\MyDocuments_Source>"

$sourcePackage="<Source of Package e.g. C:\Migration\MyDocuments_Source>"

$outputPackagePath = "<Output package path e.g. C:\Migration\MyDocuments_outputPackagePath>"

$targetWebUrl = "<online sharepoint site URL e.g. https://saddamk206.sharepoint.com/sites/mypersonalsite>"

$targetLibrary = "MyDocuments"

ConvertTo-SPOMigrationTargetedPackage -SourceFilesPath $sourceFiles -SourcePackagePath $sourceFiles -OutputPackagePath $outputPackagePath -TargetWebUrl $targetWebUrl -TargetDocumentLibraryPath $targetLibrary -Credentials $cred

$azureAccountName = "<Azure account name e.g. samstorate206>"

$azureAccountKey = "XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX=="

$azurelocations=Set-SPOMigrationPackageAzureSource -SourceFilesPath $sourceFiles -SourcePackagePath $outputPackagePath -AccountName $azureAccountName -AccountKey $azureAccountKey

Submit-SPOMigrationJob -TargetWebUrl $targetWebUrl -MigrationPackageAzureLocations $azurelocations -Credentials $cred

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Integrate a Chatbot in Microsoft Dynamics Portal

In this article, we will discuss about displaying an integration of a Chatbot inside Microsoft Dynamics portal. I am using “tawk.to” Chatbot.  So, let's discuss step by step: -

1. I have tawk.to account, so I am login this. We can create a tawk.to account here: -https://dashboard.tawk.to/signup

2. After login I can see my tawk.to dashboard, now click on the Gear(setting) icon.

3. Now we can see “Widget code” in right section, Copy it.

4. Now open Dynamics Portal and login from Admin account.

5. After login we can see the Setting section on top right.

6. Click on Edit.

7. Edit page popup window will open, now click on “Options”.

8. Now we can see three sections “Description, Custom JavaScript, Custom CSS”, put copied code inside Custom JavaScript section.

9. Remove script tags from code and Save it.

10. Now we can see the tawk.to Chatbot at the bottom right.

11. I am dropping messages here and can see inside tawk.to message section.

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Embed a PowerApps inside Microsoft Teams

In this article, we will discuss about displaying a PowerApps inside Microsoft Teams. I have already explained another way for embedding a PowerApps inside Team of Microsoft Teams here http://saddamk.blogspot.com/2020/01/embed-powerapps-inside-microsoft-teams.html


Now we are going to try another way, So, let's discuss step by step: -


1. Open https://make.powerapps.com/
2. Click on “Apps”.
3. Select an app, here I am selecting an already created app with the name “Service Desk”. We can create an App here https://make.powerapps.com/  with the help of https://docs.microsoft.com/en-gb/powerapps/maker/index
4. Now click on three dots and select “Add to Teams”.

5. A prompt will open, so now click on “Download App”.

6. The app is downloaded as a zip file at the browser download location.
7. Now Open https://teams.microsoft.com/.
8. Click on “Apps”.
9. Now Click on “Upload a custom app” and then select downloaded app’s zip file and upload it.

10. Select App.

11. Click on “Add”.

12. After adding we can see the app inside Microsoft Teams.

13. We can redirect to this app on clicking on three dots and then select our app, as shown in the below screenshot.

Sources: -

 https://docs.microsoft.com/en-us/powerapps/maker/canvas-apps/embed-teams-app

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Embed a PowerApps inside Microsoft Teams

In this article, we will discuss about displaying a PowerApps inside Microsoft Teams.
So, let's discuss step by step: -


1. Open  https://admin.teams.microsoft.com/dashboard

2. Click on “Teams” and then “Manage Teams”.

3. Click on “Add” and create a new Team, I have created a Team with name “Shopping”.

4. Now open https://teams.microsoft.com/ , here we can see our created team inside “Teams” of Microsoft Teams.

5. Click on Plus Icon “(+)” in “General” Channel.

6. Search “PowerApps” and select it.

7. Now it will ask for add, so add it.

8. Search already created app, select it and Save it. Here I have already created an App with name ShoppingSite. We can create an App here https://make.powerapps.com/  with the help of https://docs.microsoft.com/en-gb/powerapps/maker/index

9. Now an new tab is added in General tab with name of an App (e.g. ShoppingSite).

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Display Employee Directory (Delve/Corporate Directory) Inside SharePoint

In this article, we will discuss about displaying Employee Directory (Delve/Corporate Directory) in SharePoint.

So, let's discuss step by step: -

1. Open search site of SharePoint. e.g. https://tenant.sharepoint.com/search

2. Click on Gear Icon and select Site Settings.

3. Click on Site Collection Features.

4. Now enable (Activate): -
    a. SharePoint Server Publishing Infrastructure
    b. Search Server Web Parts and Templates
    c. SharePoint Server Standard Site Collection features

5. Again, open Site Settings and Click on Manage site features.

6. Now enable (Activate): -
    a. Search Config Data Content Types
    b. Search Config Template Feature
    c. SharePoint Server Publishing

7. Click on Site contents.

8. Click on Pages and create a new Welcome page.

9. Now Put a Title and select Page Layout as (Welcome Page) Search People and create it.

10. Open created page.

11. Click on Gear Icon and select the Edit page.

12. Click on dropdown icon inside People Search Core Results and select Edit Web Part.

13. Click on Change query inside Search Criteria inside Properties for Search Results.

14. Put below query inside the Query text box and Click on the Test query.

{searchboxquery} contentclass = spspeople

15. We can see the result inside SEARCH RESULT PREVIEW.

16. Now click on OK.

17. Select Use a single template to display items inside Display Templates inside Properties for Search Results.

18. Select People Item inside Item Display Template.

19. Now Apply and Save it, Then Check-in and Publish it.

20. Here Now we can see the Employee Directory (Delve/ Corporate Directory).

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Get Context in Add-in’s of Microsoft teams

In many Business scenarios, we have to create Add-ins for Microsoft Teams. Also, we need to define the Context in this Add-in.  So, in this article, we will discuss about getting Context in Microsoft Teams’ Custom Add-In.

So, let’s discuss Step by step: -

1. I have created a HTML page and adding a script reference of MicrosoftTeams.min.js. With the help of this Script reference, we can get a Context.

2. Now I have added a Script section in my HTML Code and added code for initializing the Context, as shown below.

<p> Hello World! </p>

<script src="https://statics.teams.microsoft.com/sdk/v1.4.2/js/MicrosoftTeams.min.js" crossorigin="anonymous"></script>

<script>
var mycontext;
microsoftTeams.initialize();
microsoftTeams.getContext((context) => mycontext=(context))
console.log(mycontext)
</script>

3. Now I will deploy this code to my domain, and I will add domain URL to my Add-in JSON (manifest.json).

4. After that, I will import my Add-in Package to Microsoft Teams and then open the section where I have added this IFrame.

5. Now I can see in Console (In Chrome browser). Here it is printed a JSON of context. It will look as shown below.

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OData in dynamics Portal

In this article, we will discuss OData in Dynamics Portal.  The Dynamics portal has a feature of Open Data Protocol. We can use this feature in our public-facing portals.

What is OData?

OData (Open Data Protocol) is an ISO/IEC approved, OASIS standard that defines a set of best practices for building and consuming REST APIs. It enables creation of REST-based services that allow resources identified using Uniform Resource Locators (URLs) and defined in a data model, to be published and edited by Web clients using simple HTTP messages.
Dynamic CRM mainly uses Windows Communication Foundation (WCF) data services framework to provide OData Endpoint which is nothing but a REST-based data service.

So, let's discuss step by step: -

1. Create an Entity List. I am creating an Entity list of Account with name My accounts.

2. Now Scroll down, there is a tab of OData Feed, enable checkbox and in Setting, section put Entity Type Name, Entity Set Name and Select a View.

3. Now Save it.

Now Let’s test OData: -

<Portal URL>/_odata   - This will give you all Entity list in which we have enabled OData Feeds.

I am putting  <Portal URL>/_odata/<Entity Set Name>  in browser  and can see the Results as below.

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