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So, I struggled some time in trying to make something just work as it was supposed to work. And for no conscious reason, I was able to figure out why.

As to why my Quote wouldn’t save and auto generate the usual Quote ID? It kept asking me to enter it!

Problem

OOB, Quote ID is locked and is auto-generated when you save the record.

Instead, I got this

And asks me to enter Quote in the field again.

Ideally, if you have a required field locked, you can save it and the form won’t force you.

But, nothing would work.

After much hassle, I finally noticed the culprit lying in plain sight. Let’s look at why this was happening.

Culprit

This happened because the same field was on the Business Process Flow and was unlocked

That was the issue. As a part of the requirement, I had put it there, but either didn’t lock it or shouldn’t be there.

I just removed it since it wasn’t a big deal and things were fine now.

Hope this helps you!

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PowerPlatform is the next big thing in

PowerApps comes with several Dynamics 365 licenses and make sure you have been assigned one as well as below –

Navigate to https://web.powerapps.com/ to go to the Admin Center and here you can simply start working on your first app.

In this scenario, I want to be able to read from my SharePoint Online list and make decisions based on what data is in the List

Build your PowerApp from data
  1. Among the options to create your app from either Canvas or Model-driven, I’ll chose to build one based on data which is a Canvas type of application.
  2. Now, I’ll chose SharePoint’s Phone layout since I want to connect to my SharePoint Online site to be able to read from my lists
  3. Now, since I already have selected SharePoint connector, I’ll be creating a new connection on the next page.

    Since this example is for SharePoint Online, I’ll select Connect directly (cloud services).
  4. Now, since I already had accessed the SharePoint Site, it appears in my list. You can either connect to a new Site from + New Connection button on the left-hand side or enter a new SharePoint Site in the URL and click GO. Or even select a recently visited one like I did –
  5. Then, choose your list
  6. And it takes a few moments to build out your App. And when it’s ready to be worked on, here’s what you get.
Understanding your App Designer space

Won’t be covering much details on what each tool does, but wanted to share how things are placed –

  1. On the left-hand side, the App pages/components are divided into three main sections. (Obviously, you are free to add and modify more screens as needed)
  2. You can add several controls on these screens
  3. And these controls/components can be adjusted from the right-hand side pane as below
  4. That’s basically the most of the App basics you need to know at this point. I’ll post more posts on that later.
Publishing Your App & Share

Presuming that your app is now ready to go, her’s what you can do in order to publish

  1. Navigate to File, give a suitable Name to your App.
  2. Move over to Save and Save your App.
  3. Once Saved, Share the App.
  4. Once you click on Share, you can get to Add users who will have access to this App and you can chose their permission level.
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For Line Item entities Opportunity Products, Quotes Products, Order Products or Invoice Products, you can chose what type of Discount you want to give out.

This is a simple Organization-wise setting  that you’ll need to set to define how Discount should be given on the Line Item level.

System Setting

Navigate to System Settings and under Sales tab, find this setting

You can chose either between Line Item or Per Unit.

Discount Behavior Line Item

Now, when the Discount method is set to Line Item, the Discount value will be given to each of the Line Item regardless of the Quantity

In the above example, the Discount $50 is applied to the entire Line Item entry of 2 quantities of the commodity of the price $1200 is

2 x 1200 = $2400 – $50 = $2350 ($50 Discount given to the Extended Amount)

Per Unit

And in case of Per Unit, the Discount amount of $50 is given to each Quantity in the Line Item

In the above example, the $50 Discount is given to the quantity of commodity of worth $1200 each. i.e.

2 x $1150 ($50 Discount given to each Price Per Unit amount) = $2300

Hence, it vital what setting you want to use while giving Discount to Line Items in D365 Sales

Hope this helps!

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Plugin development is a hassle if you don’t start of with getting the correct assemblies in place before you start writing your plugin code.

Best way is to get all of that from the NuGet Manager in VS. Preferably, we all pick the latest version from the NuGet Manager and pick Microsoft.CmSdk.CoreAssemblies. With 9.0.2.x version for v9 D365 environments, you might need to be careful with the .NET Framework version too. So, here’s a quick post about that.

Let’s say you pick Microsoft.CmSdk.CoreAssemblies

While installing, you get the below error

This is because your VS Project might not be on or might not have the correct .NET framework installed. If you go to Project properties, you can check that.

What version do you need?

Nuget.org will tell you about the version of .NET Framework required for that assembly.

Getting .NET 4.6.2

You can download among the different versions of Developer Packs available across your VS versions from the link below –

Link: https://dotnet.microsoft.com/download/visual-studio-sdks?utm_source=getdotnetsdk&utm_medium=referral

Once you have the correct version, 4.6.2 in this case, you can simply select that Developer Pack and download.

Alternatively, you can also click on Install other frameworks… to get to the link (note that 4.6.2 is not yet installed for me)

Once you see the downloaded Setup in your browser as shown below, simply run it –

It sets up like a typical Windows application. Once done, you can check your project properties and select the .NET Framework version you installed.

Re-install Assembly

And when you now try to re-install the assembly, it should be successful and you’ll get all the references you need in your plugin.

Hope this will help!

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Finally! After much await and as April 2019 kicks in, the Mobile Offline capability for D365 Apps is finally setting in. But remember, this is in preview as of April 2019 and is not recommended for Production use.

Here’s you can enable Mobile Offline for any Dynamics 365 App

  1. You can see that you can now turn on Enable Mobile Offline for a certain app.
  2. Once you select it to tick, you’ll need to select a Mobile Offline Profile. Out-of-the-box, I have selected Sales Sample.
  3. These profiles are available for creation and edit in your Default Solution if you go and see
  4. And, they specify what properties should the offline mode have. Also, make sure the Users who should have this capability should be added to Users grid as shown below in the Offline Profiles.
  5. Once done, save and Publish your Unified Interface app in the App Designer. Make sure the Profile is Published too!
Running Mobile Offline

When you open the Mobile App for that user, there’ll be a notification pop-up saying that changes on the org were made and you’ll need to update the same.

And when the update is complete, you’ll see the entities which are enabled for offline like the ones marked below (by a wifi signal icon)

So, let’s assume you are offline, you won’t be able to view records that are not enabled for Offline and will see the below error instead.

And the entities like Accounts, which is enabled for Offline, you’ll see the record as below

To summarize, that was the Offline for Mobile which is in preview as of April 2019. Hope this helps!

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Often, one of the real-life scenarios is making time entries by either remembering what you did the whole week or looking at the Schedule Board and based on what you were booked, making each Time Entry in PSA manually.

Tiresome and inefficient, right? Not any more, a cool feature let’s you just create Time Entries in PSA v3 by a single click.

Now, let’s say your Bookings look like the below. I’m booked on 2 projects across the week.

And now let’s see how we import these.

Import Time Entries
  1. Let’s see you want to make time entries now based on you Bookings in D365. On the Time Entries scree, drop down to the arrow besides Import.
  2. Select Resource Bookings. (Obviously, like this method – you can import from Resource Assignments and Outlook Sync too! But we will keep that for some other day)
  3. Then, you can select what all Time Entries should actually make it to the records. So you can select the ones you need and leave the rest.
  4. Once you click on Import, it’s done! Time Entries are created.

Works like a breeze!

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Very straight-forward and useful feature is Geo Coding addresses on Sales, PSA & Field Service entities. Like, on Account, Work Order etc. entity. Let’s take an example of Account in this article.

Enable Geo Coding

Geo Coding first, needs to be enabled in D365. If you try to access the Geo Coding feature, you’ll be treated with this error –

So, let’s do the following –

  1. Navigate to the Resource Scheduling app –
  2. If you are in the Unified Interface, make sure you switch the Area to Settings and then select Administration
  3. Then, Scheduling Parameters
  4. In Resource Scheduling, flick the Connect To Maps to Yes, read the warning specified and confirm if you are ok


    That’s it.
Using Geo Code
  1. Once enabled, you can click on the Geo Code ribbon button on the Account record.
  2. And, it will pick the address you entered and show the Latitude and Longitude for the same. You can simply click OK once the details look correct to you
  3. The same will show on the fields on the Account entity

Hope this helps!

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I know how it’s like to be a developer/customizer for D365 and having to fumble between windows to reach ‘name’ of fields, look behind the scenes trying to get a schema name, etc.

But all of that is simplified with this Chrome extension called as Level up for Dynamics CRM/365 offered by Natraj Yegnaraman

Link: Level up for Dynamics CRM/365

Using the Chrome Extension

Add the extension to Chrome as below –

Once you see Level up icon on Chrome like below, you can use it so do common tasks and much ease –

And when you click it while in D365, you’ll get tools that you could use to work your way in Dynamics 365

One of my favorite among these, as a customizer/developer is – “Logical names”. I shows the logical names of the fields/Tabs and saves me time from going in to Solutions or opening the Form Editor

Loved this and the way it works!

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This being an obvious approach to how Dashboards are by default seen by all. And how you can disable/hide for users. Even for D365 System Administrators!

Unlike usual forms, view or other records,

And Deleting the Dashboard isn’t an option.

Enable Security Roles way

So a simple trick is to remove entire access from Enable Security Roles

Make sure Display only to these selected security roles

And then just untick if you want to provide no access to anyone

Hope this works!

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