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Author: Ben

ClickDimensions Release Notes – All-In-One Edition

Posted in Dynamics 365, ClickDimensions, and Power Platform

ClickDimensions has a monthly release cycle with a yearly major release. Surely you can imagine that most of the customers don’t prefer the automatic update and of course nobody makes manually updates on a regular basis.
The result of this combination is that I get often the question from customers: “What has changed since our last update?”.

The release notes of ClickDimensions are public available as single articles, starting from Feb 2018 – v9. These article contain the changes for each single version.

ClickDimensions Release Notes

Therefore, I started my own document that combines these releases notes articles, and I want to share it with you.

Features of my ClickDimensions Release Notes All-In-One Edition

Or in other words: “Benefits of bringing them in all together in an Excel file.”

  • Filter by date (EU release) or ClickDimensions version
  • Filter by ClickDimensions feature (Campaingautomation, Email, Analytics, etc.)
  • Filter by type (new features, improvements, changes and fixes)
  • Filter by update type (instant update or solution update required)
  • Search for a defect number
  • Versions that are not supported anymore are greyed out

RetrieveTotalRecordCount Bookmarklet

Posted in Dynamics 365, and Power Platform

Counting records in CRM can be tricky and time consumption when there are more than 5.000 records in the table. There are several ways and tools to do this that are already well described in the community.

When you are fine with the fact that the numbers you receive are static from a count last night, you can use the RetrieveTotalRecordCount function.
There are descriptions in the community on how to use it, too:

I combined both and created a bookmarklet, so that you don’t need to to memorize the url path or modify a bookmark everytime when you are in a different system or need another table (entity).

The RetrieveTotalRecordCount Bookmarklet

Create a normal bookmark in you browser and replace its url with the following code:

javascript:function proc(){var r = JSON.parse(this.responseText).EntityRecordCountCollection,t = [];for (let i = 0; i < r.Keys.length; i++) {t.push(r.Keys[i]+"="+r.Values[i])}prompt("Result", t.join(","))} etn = prompt("EntitySchemaName as CSV?", "account,contact").split(",").map((str) => str.replace(/\s/g,''));var oReq = new XMLHttpRequest();oReq.addEventListener("load", proc);oReq.open("GET","api/data/v9.1/RetrieveTotalRecordCount(EntityNames=['"+etn.join("', '")+"'])");oReq.send();

You can use it at any place inside of D365 CE. You only need to write in a SchemaName of an entity (table) or several, comma separated SchemaNames and it answers you with the EntitySetName and the number of records in it (counted last night).

EntitySetName Bookmarklet

Posted in Dynamics 365, Power Automation, and Power Platform

Almost six years after my last post about bookmarklets, I’m proud to present you a new bookmarklet for Dynamics 365 CE.

It can be used to retrieve the EntitySetName for for an entity (table).

In case you don’t know what the EntitySetName, here is what Microsoft writes about it.

This value is used in the resource path for this entity in the Web API. For custom entities, you can change the name of the entity set used. By default it is the same as the LogicalCollectionName.

Source: Microsoft Docs

In other words, you need when you use the WebApi or the Common Data Service (current environment) connector in PowerAutomate.

The EntitySetName Bookmarklet

Create a normal bookmark in you browser and replace its url with the following code:

javascript: etn=prompt("SchemaName?","account");var xhr=new XMLHttpRequest;xhr.open("GET","/api/data/v9.0/EntityDefinitions(LogicalName='"+etn+"')?$select=EntitySetName",!0),xhr.onload=function(t){4===xhr.readyState&&200===xhr.status&&prompt("EntitySetName:",JSON.parse(xhr.responseText).EntitySetName)},xhr.send();

You can use it at any place inside of D365 CE. You only need to write in the SchemaName of an entity (table) and it answers you with the EntitySetName from the EntityDefinitions.

Limit ClickDimensions star rating

Posted in ClickDimensions, Dynamics 365, and Power Platform

The ClickDimensions star rating has by default 10 options .

Here is how you can limit the star rating options only with CSS if you don’t need all options.

Limit star rating

Limit all star ratings in a survey

Paste the following in the code editor of the survey and customize the number of stars you want to have to limit the options all star ratings.

:root {
  --number-of-stars: 3;
}

#clickdimensionsForm div[id^='stars-wrapper'] {
  max-width: calc(207px - (191px - (var(--number-of-stars) * 16px)))
}

Limit a single star rating in a survey

Paste the following in the code editor of the survey and customize the number of stars you want to have and use the ID of the desired star rating to limit the options.

:root {
  --number-of-stars: 3;
}

#stars-wrapper-f_f6e0ec97b339e911a838000d3ab0d281 {
  max-width: calc(207px - (191px - (var(--number-of-stars) * 16px)))
}
Find ID to limit star rating
The ID of a survey question will change if you do not transport them with the ClickDimensions Export/Import