Introduction: While I was testing InterCompany Setup, I faced an issue probably a limitation of the CRONUS standard license which comes with standard NAV/ BC On-Premise installations. Whenever I created new multiple Companies in NAV, I got an error ‘Your program License doesn’t permit support maximum N non-demonstration companies‘. Pre-requisites: Microsoft Dynamics NAV 2018. Microsoft Dynamics 365 Business Central. Solution: I faced this error when I restarted NAV Client after creating a non-evaluation company. Thus, I cannot remove the company from front-end. I tried using Microsoft Documentation and found that it was actually possible (YAY!! 😁). Refer https://docs.microsoft.com/en-us/dynamics-nav/how-to–delete-companies. Instead, it kept ruining things more. The Server Instance would stop without any errors and NAV Windows Client would infinitely work trying to connect to the workspace. Finally, I found that using Windows Powershell with NAV Management module where it was possible to delete the Company from the back-end. NOTE:  1. The database shouldn’t be in Single user mode. 2. The NAV Server Instance should be in RUNNING state. Powershell Commands and Outputs: Recreating the error by creating new companies. Creating a new Company!   Changing to the new Company! Importing the NAVAdmin Powershell module which comes in the package when you install NAV/ BC On-Premise. Getting the list of Companies on the NAV Server Instance using PowerShell Removing the Company for a particular NAV Server instance Conclusion: I tried going into single user mode to delete the company from NAV Windows Client but it didn’t work  

Introduction While working with workflow, we can map the same data type field while creating or updating a record. But there was an issue with optionset mapping. Description: I have used workflow quite a lot time but recently I was mapping an option set with another option set which has the same value, but it was not showing the value. I found that due to local option set not allowed to map. As you can see in the below screen it is not showing the field to map. To overcome with this, we need to perform the below three steps 1.) Create a global option set 2.) Create local option set using the global option set on source record 3.) Create local option set using the global option set on target record Once above field is created you will able to see the mapping field Note: 1.) Since we are creating another field, make sure that you have kept the history value of old record. 2.) Do not delete the field while creating new field mapping Conclusion: Hope this helps you to map optionset using workflow.

Introduction: What is Admin Center in Business Central on Cloud? How to use it and what are the implications? Admin Center is one of the newest features of Business Central On Cloud. Here, you can manage your environments and performs tasks related to your environment. Demonstration: To goto Admin Centre, visit the URL https://businesscentral.dynamics.com/<TENANTID>admin To visit the Admin Centre you should have the Global Administrator permission in Office 365. Environments: Here you can see a list of Environments. You cannot Create to Delete the production environment. Only you can Create or Delete Sandbox Environments. Viewing details of the Environment: Click on the Environment Name: Upgrade Settings: You can set the Time to auto upgrade your Tenant Environment. Copying of Production on Sandbox: Notification Recipient: Notification Recipient is a person to notify in case there are some things to notify the user about. I thought it was with regards to Sandbox Upgradation but I didn’t get any updates during, before or after graduation. In fact, even when the Sandbox was not working it did not send an email. Telemetry: Telemetry shows the logs of Events that were triggered and shows the list of errors. Telemetry also shows which Codeunits were executed and at what time. This is a cool tool to know if there are any errors occurring when running your sandbox/production. It is like an Event Log for Business Central Conclusion: Thus using Admin Center you can get details about the Business Central. You can manage different environments, copy Production environment into Sandbox and Monitor the environments.

This functionality helpful to correct posted Sales invoice if user make mistake or want to do any changes. You cannot correct posed Sales invoice which are partially or fully paid. In search bar enter Posted Sales Invoice and chose the related link. Select and open Posted Sales Invoice which you want to correct Click on correct button on Posted Sales Invoice form. Once you click on correct then you will get below pop up. Choose yes to continue. New Sales Invoice with same information will be created. Make the changes whichever are required and click on post button to post Sales invoice. In Posted Sales Invoices form, you can check new posted sales invoice. Choose Show Corrective Credit Memo to view the posted Sales credit memo that voids the initial posted Sales invoice.

Transfer order mainly use for Transfer inventory from one location to another location. Below are the steps to create transfer Order In the Search box, enter Transfer Orders, and select the link Click on New button to create new transfer order. Select the Location in Transfer from Code field from where you want to ship the Inventory Select the Location in Transfer to Code field from where you want to receive the Inventory. Direct Transfer: If select yes then the transfer does not use as in-transit location. When you transfer directly, the Qty. to receive field will be locked with the same value as the quantity to ship. Select the Item, quantity on Transfer order lines. If Direct transfer is no then Select the Location in In-Transit Code field which is used for mainly material is shipped from one location but not received in another location. On Action tab, click on post button to ship the Inventory from one location. Select ship in message Box and click on OK. You can check Quantity which are shipped in Quantity Shipped field. Then again click on Post button to receive the inventory in another location. Select Receive in message box and click on OK. You can check transferred shipment in Posted Transfer Shipments. You can check transferred receipts in Posted Transfer Receipts. Conclusion:  Transfer orders involve posting items as shipped from one location and posting them as received at the other location.  

Introduction: In Microsoft Teams we create several teams, managing teams and channels is also very important so that you can work in a compliant way. When you create a team a SharePoint site and an Office 365 Group is also created.  With the increased use of O365 Groups, admins and users must have some way to clean up unwanted or unused groups. Here comes the need of setting up Team or Group Expiration Policy from Azure Active Directory and as you know Teams is based on Office 365 Groups, it is influenced by Group Expiration Policy. In this article, we will see how we can effectively manage teams or groups with the help of Group Expiration Policy. Let’s get started: 1. Go to Microsoft 365 Admin Center > Azure Active Directory. 2. In Active AD, go to Groups > Expiration Policy. 3. You can then set an expiration policy for a group by providing Group Lifetime. 4. You can set a default group expiration as 180 or 365 days else you also select custom and enter the number of days as per your requirements, but it should be more than 30 days. 5. When the expiration policy is in place, once a group ages to 30 days before their lifecycle period lapses, group owners receive notifications for renewal (3 notifications are sent on 30, 15 and 0 days respectively). If it is renewed the lifecycle extends for a defined period and if not renewed O365 soft-deletes the group when it expires. If there are no owners of that group, you can provide an email Id of someone who will be receiving the notifications. Note – Owners can recover the soft-deleted groups during the next 30 days. 6. Select the groups and save the policy by hitting the Save button. FAQ’s:- Is Group Expiration Policy available with a free or basic subscription of Azure AD? Answer – Group Expiration Policy is a premium feature and is only available with Azure AD Premium subscriptions. What happens if a Team or Group owner fails to check the expiry notifications? Answer – Teams also shows the expiry information on Teams settings. Open the team for which you are the owner and select manage team and then go to settings. At the bottom, you can see Team Expiry option. In addition,  If O365 soft-deletes the team or group, owners have 30 days to recover the group and when a team is expiring, a warning triangle is displayed alongside the team name which is only visible to team owners. Conclusion: In this way, you can effectively manage your team or groups. The policy helps to remove inactive groups from the system and make things cleaner.  

Introduction: This blog explains How to set up Gmail Authentication for D365 Portals. Steps: 1.) Register D365 Portal with Google API Go to Google API Console: https://console.developers.google.com/apis/dashboard?project=symmetric-axle-236007 2.) Create New Project or select the Project. 3.) Click on “+Enable APIS and Services” 4.) Select “Social” under category. 5.) Select “Google+API” 6.) Click on Enable. 7.) Configure consent screen. – Enter Application Name. – Enter Authorized domains: “microsoftcrmportals.com” – Enter Application Homepage link: “URL of D365 Portal” 8.) Click on credentials 🡪 Create Credentials and select OAuth Client ID. 9.) Enter the below details. – Select the Application type as “Web Application” – Enter Name. – Authorized JavaScript origins: “Enter Portal URL” – Authorized redirect URIs: “PortalURL/signin-google” – Click on Create. – Popup window will come copy the “client ID” and “client secret” values from that. Step 2: Creating Site Settings in CRM. 1. Go to Portals 🡪 Site Settings. 2. Create new records as per below. Name: Authentication/OpenAuth/Google/ClientId Value: Copy and Paste the Client ID value. Name: Authentication/OpenAuth/Google/ClientSecret Value: Copy and Paste the Client Secret value. Now you can see “Google” as sign in Option.      

Introduction: This blog explain the steps to update the child records when parent record is updated in D365 CE using Microsoft Flow. Steps: Below are steps to be performed. 1.) Create new field on parent entity “Update Child record” of two option type in CRM.We will use this field in Microsoft Flow. 2.)Create Workflow Whenever ”CURB ID “, “Driver License Number” and “Email” is updated on the parent reord trigger workflow. (select the fields which you want to update on child) Update the “Update Child record” field value to “Yes”.   3.) Create MS Flow. – Select “When Record is Updated” trigger. – Enter Condition: Check “Update Child Record” field is equal to “True” 4.) Select “List Records” Action of “Dynamics 365”. – This will retrieve all the related records of that particular account.   5.) Update Child Records. – Use “Apply to each” loop. – And “Update a record” Action of “Dynamics 365” – Enter the values in fields which we want to update. 6.) Update Parent Record – Set the field value to “NO” which we created for triggering the flow. Note: After Comleting the MS Flow and Workflow hide the field from the form which we are using to trigger the MS Flow.

Add Power BI report and Dashboard in D365 Portal Introduction: This blog explains how we can add Power BI report and dashboard in D365 portal. Below are the Steps: Step 1: Set up Power BI from Portal Admin Center 1. Go to the Dynamics 365 Administration Center page and select the Applications tab. 2. Select the name of the portal for which you want enable Power BI visualization, and then select Manage. 3. Click on Set up Power BI integration –> Enable Power BI visualization. 4. Click on Enable button you will get the below message. Step 2: Add Power BI Visualization in D365 Portal – Liquid tag is used to add the Power BI dashboard and reports. Parameters used in Liquid code: 1.) Path: Path of the Power BI report or dashboard. 2.) Authentication type: There are two authentication type Anonymous and AAD. If the Power BI report or dashboard is secure, then we use authentication type as AAD. It ensures that it is shared with Dynamics 365 Portal Azure Active Directory authenticated users. Adding Anonymous Reports: 1.) Click on File 🡪 Publish to web. 2.) Click on Create Embed Code. 3.) Click on Publish. 4.) Copy below Link. Liquid code: {% powerbi authentication_type:”anonymous” path:”URL” %} 5.) Add the liquid code on Web page where you want to display the report. – Click on Edit 🡪 Language Content🡪 Source – Add the Liquid code in Source code. – Click on ok and Save. – Report on Web Page. Adding Secured Dashboard: 1.) Click on Share. 2.) Copy the Dashboard Link. 3.) Displaying Dashboard on Portal. – Add the liquid code on Web page where you want to display the dashboard. Liquid code: {% powerbi authentication_type:”AAD” path:”URL” %} Click on Edit 🡪 Language Content🡪 Source Dashboard in Portal: – It will ask you to sign In to see the secured Power BI Report. – Sign In and Accept the Permissions. – Now you can see the Dashboard in Portal.  

[SOLVED] Change Password is not working on Contacts in UCI. Introduction: To change portal password of a portal contact, we click on the “Change Password” option. When we try to set username and password for Contact “Change Password” button is not working on Unified Interface. Solution: 1.) Go to Settings 🡪 Advance Settings.   2.) Settings 🡪 Processes   3.) Select the “Change Password for Portal Contact” Process and Activate the Process. 4.) Click on Activate.   5.) Go to Contact Record 🡪 Refresh the Page. 6.) Click on “Change Password” button again to set the password.   7.) Enter Password and Click on Next. Hope this Helped!