How To Retrieve All Files from SharePoint Library Folder & Send an Email Attachment using Microsoft Flows

by mydevexperience (abm)

 In this blog I will explain how to retrieve all files from a specified SharePoint folder and send email as an attachment.

Every flow needs a trigger to start with so here I am using a manual trigger.

Next step I am using flow step SharePoint List Folder which returns files contained in a SharePoint folder.

The return response is array of BlobMetadata which contains the below details.

Name	Path	Type	Description
ItemId	ItemId	integer	The value that can be used to Get or Update file properties in libraries.
Id	Id	string	The unique id of the file or folder.
Name	Name	string	The name of the file or folder.
DisplayName	DisplayName	string	The display name of the file or folder.
Path	Path	string	The path of the file or folder.
LastModified	LastModified	date-time	The date and time the file or folder was last modified.
Size	Size	integer	The size of the file or folder.
MediaType	MediaType	string	The media type of the file or folder.
IsFolder	IsFolder	boolean	A boolean value (true, false) to indicate whether or not the blob is a folder.
ETag	ETag	string	The etag of the file or folder.
FileLocator	FileLocator	string	The filelocator of the file or folder.

Next, we need to collect the file name and contents. For this we need to declare a variable type array called FilesArray.

Next step we need to construct a loop for reading all the SharePoint list folder contents. List folder contents will have files and folders. So within the loop I am checking whether the content is a folder or not. See below image.

Next, we need to construct rest of the logic under the yes condition for getting all the file names & contents to array variable which we declared earlier. To get the file content use flow step Get file content using path. Path property is available from the above step using Blobmetadata content. Append to array will have two properties ContentBytes and Name. See format below.

The expression for file ContentBytes is as follows:

body(‘Get_file_content_using_path’).$content

Note: There is a property called FileContent available from the Dynamic content, but this will result in error for flow step send email. So it’s important to use the above expression for the contentbytes.

Finally, outside the apply each loop use the send email flow action for sending all the files as one attachment.

Below is the final preview of the flow solution which we discussed above.

Thank you for reading.

Ref: https://mydevexperience.wordpress.com/2019/10/12/microsoft-flow-retrieve-all-files-from-sharepoint-library-folder-send-email-attachment/

How to fix “Undeclared Property Error” when setting the Lookups with Dynamics 365 Web API

A very quick note to remind you about something really important when working with the Dynamics Web API, it is one of those things that you always forget to check until you spent 3 hours trying to figure out why it isn’t working.

I was updating my code to create some related records after creating  a contact record and in one of the related entities I got this error:

“An error occurred while validating input parameters: Microsoft.OData.ODataException: An undeclared property ‘YOUR FIELD’ which only has property annotations in the payload but no property value was found in the payload. In OData, only declared navigation properties and declared named streams can be represented as properties without values.”

This is caused because in my request I had the wrong field name, please remember always use the schema name for the lookups!

It is quite common for different people to create the fields in an entity and as I am sure you know Dynamics 365 tends to keep the characters in Capitals when it maps the schema name:

Some people would correct this and leave the schema name to be: mif_myfield

Others will just leave it like that.

Personally I tend to correct it and leave everything lower case but whatever works for you.

So my issue with my request was that I was using the Name of the field rather than the Schema Name:

This is wrong:

This is correct:

Changed that to use the schema name and everything started working perfectly

Reference: https://community.dynamics.com/365/b/crmandcoffeethoughtsofanet/posts/how-to-fix-getting-undeclared-property-error-when-using-lookups-with-dynamics-365-web-api

Plugin is not triggering while importing data in Dynamics 365 CRM

This problem is due to checking for depth in plugin, the async job that inserts imported data into CRM sets plugin depth to ‘2’, so the solution is to disable check for depth while data import.

What happens when a user is Assigned Multiple Security Roles in Microsoft Dynamics 365 CRM

What happens when a user is assigned multiple security roles in Microsoft Dynamics CRM?

In smaller organizations, you may find situations when a Manager would like to have access to both a Sales Profile and a Service Profile in Microsoft Dynamics CRM.

You may wonder what exactly happens when a user is assigned multiple security roles.

Assume that a user is assigned the profiles shown below in the screenshot. You see that there are different access levels set for each profile. 

You will that when the user gets assigned to both ‘Baseline for all users’ and ‘Sales Person’ profiles, the access levels get combined, and the user then has permissions as shown in the ‘Effective Permissions’ section.

So you see that when a user is assigned multiple roles, the user gains the permissions associated with each role.

How to Filter Sub-Grid in Dynamics 365

In this example, I've added an "Accounts" sub-grid to my Account, configured to show "All Record Types" rather than "Only Related Records". The using this JavaScript we're filtering the sub-grid to display all the Accounts that the Primary Contact is a Primary Contact of (which will obviously include the current account). This function can be added to the form OnLoad and Primary Contact field OnChange to ensure the sub-grid is updated when the Primary Contact changes as well.
NOTE: I've found it best to create a custom view to be used as the default sub-grid view, and to customize this view to display no results by default (using a filter such as: Name equals "X" and Name does not equal "X" – which will always return no results), this way you won't see incorrect data initially on load before the JavaScript kicks in.

// Generic function to perform the filtering - this function shouldn't need to change
function filterSubGrid(subgridName, fetchXml, attempts) {
    // Try 10 times, then stop
    if (attempts < 0) { return; }

    var crmWindow = Xrm.Internal.isTurboForm() ? parent.window : window;

    // Get the subgrid element to filter
    var subgrid = crmWindow.document.getElementById(subgridName);
    if (subgrid == null || subgrid.control == null) {
        // If the subgrid hasn't loaded yet, keep trying
        setTimeout(function () { filterSubGrid(subgridName, fetchXml, (attempts || 10) - 1); }, 500);
        return;
    }

    // Update the fetchXml on the subgrid and refresh the grid
    subgrid.control.SetParameter("fetchXml", fetchXml);
    subgrid.control.refresh();
}

// Filters an accounts subgrid by the primary contact ID - this function is unique for your requirements
function filterAccountGrid() {
    // Get the dynamic contactId to filter on
    var contactValue = Xrm.Page.getAttribute("primarycontactid").getValue();

    // If the contact is null display nothing 
    var contactId = "00000000-0000-0000-0000-000000000000";
    if (contactValue != null) {
        contactId = contactValue[0].id;
    }

    // Fetch xml code which will retrieve all the accounts related to the contact 
    var fetchXml = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>" +
    "  <entity name='account'>" +
    "    <attribute name='name' />" +
    "    <attribute name='address1_city' />" +
    "    <attribute name='primarycontactid' />" +
    "    <attribute name='telephone1' />" +
    "    <attribute name='accountid' />" +
    "    <order attribute='name' descending='false' />" +
    "    <filter type='and'>" +
    "      <condition attribute='primarycontactid' operator='eq' uitype='contact' value='" + contactId + "' />" +
    "    </filter>" +
    "    <link-entity name='contact' from='contactid' to='primarycontactid' visible='false' link-type='outer' alias='accountprimarycontactidcontactcontactid'>" +
    "      <attribute name='emailaddress1' />" +
    "    </link-entity>" +
    "  </entity>" +
    "</fetch>";

    filterSubGrid("Accounts", fetchXml);
}

Note: This code is unsupported, and is likely to break in any major releases (as it has in the past). The idea of sourcing this project on GitHub is that if/when it does break again, it can be updated here rather than having to release new blog posts and hoping people who have previously used it see it. Also if it breaks in an update and I don't get a chance to fix it, someone else can fix it :)

How to add a TinyMCE editor for description fields in Dynamics 365

Microsoft Dynamics CRM, although has support for various kinds of fields to be placed on its forms, it does not provide a rich text editor natively. There are several use cases where a rich text editor would be very useful. One such case is when content from CRM needs to be displayed on web pages.

TinyMCE is an awesome HTML editor freely available and extensively used in web applications. So, why not use that and embed in a CRM form? you will have the ability to include the editor on any form for any entity and it will allow our users to add some proper formatting and some extra goodies such as tables and source code without issue.

OOB Email Editor:



TinyMCE Email Editor:

Solution

Getting an API Key for TinyMCE

First step is, we need an API Key which is provided for free by TinyMCE Go to the link below and ‘Sign up for a free API key’ and sign up as required.

https://www.tiny.cloud/get-tiny/

It will ask you for the domain, be sure to enter the primary domain your CRM instance uses. For cloud implementations of CRM this will be along the lines of *company*.crm.dynamics.com

Copy and API Key and save it in notepad.

Adding TinyMCE to Dynamics 365 Form

First, we need to create a Web Resource(.html) file as image below.

2. Now copy the code into the above resource and replace the *APIKEY* placeholder on line 15 with your own API Key which we have obtained from the previous step..

<html><head>
<script src="//ajax.googleapis.com/ajax/libs/jquery/1.10.2/jquery.min.js"></script>
<meta charset="utf-8">
<title>Email Editor</title>
<script>
$.ajaxSetup({
cache: true
});
function updateEmailForm() {
window.parent.Xrm.Page.getAttribute("description").setValue(tinymce.get("editbox").getContent());
}

$(document).ready(function() {
var emailBody = parent.Xrm.Page.getAttribute("description").getValue();
var tinymcesource = 'https://cloud.tinymce.com/stable/tinymce.min.js?apiKey=*APIKEY*'
if (typeof tinymce == "undefined") {
$.getScript(tinymcesource, function() {
window.tinymce.dom.Event.domLoaded = true;
tinymce.init({
selector: 'textarea#editbox',
init_instance_callback: function (editor) {
editor.on('NodeChange', function (e) {
updateEmailForm();
});
},
plugins: [
'advlist autolink lists link image charmap print preview anchor',
'searchreplace visualblocks code fullscreen',
'insertdatetime media table contextmenu paste'
],
toolbar: 'undo redo | styleselect | bold italic | alignleft aligncenter alignright alignjustify | bullist numlist outdent indent | link image preview'
});
});
$('#editbox').html(emailBody);
}
});
</script>
<meta></head>
<body style="margin:0px 0px 0px 0px;">
<div id="editdiv">
<textarea id="editbox" style="width: 800px; height: 240px;; "></textarea>
</div>
</body></html>

REPORT THIS A

3. Now go to the email form customization window, select the ‘INSERT’ tab at the top left then click ‘Web Resource’ on the right-hand side.

4. You should now be seeing a dialogue window with several required fields. Type the web resource name and Select the .html file you saved earlier in the above step.

5. Now you will be seeing the ‘Web Resource Properties’ window and fill in the Name and label like the image below.

6. Click Ok. And then now the new Web Resource will appear on the form.

7. Now double-clock the newly created web resource and navigate to the formatting tab and change the ‘Number of Rows’ to be from 6 to 15.

8. Click Save and then Publish the CRM Form

Now refresh the email form you will see be something similar to the image below.

How To Disable Unified Interface in Dynamics 365

All current version Microsoft Dynamics 365 trials and environments are defaulted to the “Unified Interface Only” setting.  This is a good thing since Microsoft Dynamics 365 Unified Interface is here to stay and the previous “Legacy Web Client” interface is deprecated as of September 2019. 

For certain situations where we need to run “Legacy Web Client” such as for testing existing setups – how do we enable our “Legacy Web Client” interface?

Firstly – the setting “Use Unified Interface only” is no longer listed under the Dynamics 365 Client’s Advanced Settings >> Administration >> System Settings >> General area

So where did it go?

The “Use Unified Interface only” setting is now found in the Power Platform Admin center!

Here are the steps to navigate to this setting:

Open Power Platform Admin center >> click Environments >> select the Dynamics 365 environment >> click the Settings button >> click the Behavior setting >> disable or enable the “Use Unified Interface only” setting

Ref: https://mscrmonline.wordpress.com/2019/11/11/how-to-disable-unified-interface-only-setting-in-dynamics-365/