D365 BC product is being improved continuously and following is the expected improvement coming in April Updates. Improvements to Scrolling in Lists When scrolling in a list page today, your scrolling is periodically interrupted with a “fetching more rows” indicator. Scrolling pauses while Business Central fetches and loads more rows into the page. See below for an example of this: Microsoft’s latest enhancements aim to improve scrolling experience. You will be able to scroll to any position on a list without pause. We’ve been able to see the improved experience in our preview environments and believe this will be a simple but highly valued feature for frequent Business Central users!

D365 BC product is being improved continuously and following is the expected improvement coming in April Updates. Longer Names and Descriptions Microsoft plans to update Business Central to allow for longer name and description values. All name and description fields are being lengthened from 50 to 100 characters, providing you with greater flexibility and fewer compromises when naming or describing entities such as general ledger accounts, customers, vendors or items. The image below illustrates a Business Central vendor record where the vendor’s name has been populated with 100 characters.              

D365 BC product is being improved continuously and following is the expected improvement coming in April Updates. Auto Save Indicator The lack of a save button in Business Central may be a source of confusion for those without prior Business Central experience. Like many other modern web applications, Microsoft plans to add a saved indicator to the application. Here’s what it looks like when a change to a vendor record is underway: Notice the saved indicator when a page is initially opened (in this case the Vendor Card page). Now I’ll change the vendor’s name. Notice below how the autosave indicator updates automatically. When Business Central has finished updating the record, the autosave indicator updates once more, showing this update has been saved in the application.  

Introduction: Attachment is a relatively new functionality in Business Central. Unlike Links you need not store the links to the document but attach the document itself. In this blog I’ll be showing how to customize Business Central to attach documents to any table. Pre-requisite: VS Code Microsoft Dynamics Business Central Demonstration: Attachments are stored in Table 1173 Document Attachment Table. Using the standard document attachment table functionality does not support attaching on all the tables / pages. Currently in Business Central attachment functionality is allowed only on Master and Documents. Adding a field in Document Attachment Table to classify if you want to attach documents for different purpose. In this case I wanted to Attach two types of Documents. So I created an Option Type with Scale Ticket and Lab Report which will be set during the insertion of attachment in the Page. Refer: SaveAttachment2 function. Creating a Custom page with Source table as Table 1173 Attachment Document. I’ve created a Custom Page because the standard pages calls a function that does not allow me to attach different types of attachment. Thus the Custom page contains SaveAttachment2 function which allows to mention the type of Attachment for the record. Adding Custom methods to Attach the documents with different types on Single Record. i.) Export : This function downloads the attachment that is stored in the system wen clicked on the name ii.) SaveAttachment2:This function saves the attachment for the record with the specific type of attachment. It stores the TableID, Record Primary Key and then LoadType to specify type of attachment for that load. GetLoadType: This function is used to pass the type Calling the CustomAttachedPage from the Page/ Table you want to attach. Output: From the Record you want to attach the document To download the Attachment, click on the Attachment FileName. Conclusion: In this way we can attach documents to any record of any table in Business Central.

Microsoft Dynamics 365 Business Central is an all-in-one business solution built for small and mid sized firms that have outgrown their limited accounting software With its emphasis on scalability, Business Central comes with plans to fit various requirements: Essentials and Premium.               Business Central – Essentials Business Central Essentials includes applications that are essential to any ERP platform and costs just $70/user/month. Here is just a high-level look at Essentials functionality: Financial Management GL, AP, AR Allocations Budgets Fixed Assets Month/Year end closing Multiple Currencies   Supply Chain Management Inventory and purchasing control Shipment and distribution Returns and cancellations Procurement and vendor management   Warehouse Management Order Promising Warehouse Receipt/Shipment Warehouse Management Systems Automated Data Capture   Project management Capacity Management Multiple Costs Sales Invoicing, Sales Order Management Estimates Jobs, Time Sheet   Human Resource Management   Built-in CRM Functionality Contact Management Task Management Outlook Client Integration Dynamics 365 for Sales and Customer Service (optional)               Business Central – Premium Premium includes everything in Essentials, plus modules for complete Manufacturing and Service Management, enabling businesses to streamline their entire operations from end-to-end. It’s available for $100 per user/month and includes: Everything in Essentials   Manufacturing Production orders Production Bill of Materials Supply planning Demand forecasting Capacity planning Agile Manufacturing   Service Management Service Order Management Service Price Management Service Contract Management Planning and Dispatching

Introduction While working with dynamics 365 sales we can send email within system using workflow. We can configure the same for other user to send email using Workflow to send mail. Description: But it is possible that other users may start receiving below show error. The above error clearly shows that it is missing “Send as privilege”. This error occurs while sending email from other user email id is other than the user who is sending the email. Here owner of the workflow needs to give access to send the email to other user on his behalf. You can follow the below steps to allow the “send as privilege” You need to set the Workflow Owner user settings via the Workflow Owner User Options; Person Options > Email > Allow other Microsoft Dynamics CRM users to send email on your behalf. You will have to log into workflow owners crm account to set this, and will allow the workflows to send emails Also, the user who is sending the email must have the below security privilege as well. Conclusion: Hope this helps while send email from another users account.

Introduction You must have written script on form using javascript and apply various logic like enable/disable or setting value of another field on change of another field. After introduction of editable grid script which is applied on form is not applicable on editable grid. We can apply same logic, but we need to write on different structure. Description: Yes, we can apply the same logic on the editable grid as applied on the form. As you can see in the below screen shot two fields are locked and cannot be edited on the grid. Also, if you have proper security permission than user can edit the date approved and it will set automatically. You need to write script on the editable grid on the entity and not on the form as you can see in the below: You need to go the entity solution and add the script on change of record as you can see below 2. You need to write this script little different than the existing style 3.  As you can see in the above screen shot attribute is not access using the getAttribute() method but here we get using getByName(). 4. Set value on form script using java script normal style. Conclusion Hope this help you write the script on the grid as well as on the form.

Out-of-the-box, D365 Activity Party List field, say, Appointment’s Required/Optional Attendees fields lets you choose among multiple Activity Party enabled entities when you want to select records. And perhaps you don’t even want users to select what’s not relevant. Let’s look at how we can show only the required entities in the selection list. Before that, if you want to check how you can enable custom entities for the Activity Party, you can refer this post of mine – Enable entity for Party List selection in Appointment Hide entities from the Activity Party List field This can be achieved by writing a simple JS code and calling it onLoad of the Appointment form where the Party List field exists. Let’s say you only want to show the entities Lead and Contact in the Required Attendees Party List field Here’s the JS code that goes on the onLoad function of the Appointment form // JavaScript source code oAppointmentFormCustomization = { filterRequiredAttendees: function () { Xrm.Page.getAttribute(“requiredattendees”).setLookupTypes([“lead”,”contact”]); } };   And call the method filterRequiredAttendees onLoad as below The Appointment’s Required Attendees field will show only the entities you provided in the setLookupTypes([“lead”,”contact”]); Hope this helps!

Introduction: Microsoft Teams is a cloud-based chat and collaboration platform, designed to simplify group work. It is customizable in many ways your teams work today. Whereas Site 24×7 is an integrated solution for cloud monitoring. It is a platform designed with full-stack monitoring and analysis tools to enhance user experience. Site24x7 users can integrate with Microsoft Teams to receive critical status alerts and RCA from their Site24x7 account as chat messages in selected Microsoft Teams Channel. In this article, I am going to show you how we at CloudFronts benefitting with this awesome integration. We are using Site24x7 for monitoring our client’s server and our own ISP services.  With the help of this integration, I don’t have to go to Site24x7 each time for checking the status and everything is being done from Teams only. One important benefits of this integration are that we don’t have to add other responsible members in Site24x7 account instead we can add them directly to a team which I have created in Microsoft Teams for Site24x7. You can receive chat messages for the following Site 24×7 events: Monitor status alerts Incident Root Cause Analysis (RCA) To Start this Feature Integration, login to Site24x7 portal account before accessing your Microsoft Teams account via the login link provided in your Site24x7 integration form. Login to Site24x7 Portal Dashboard > Admin > Third Party Integration.                                           Click on Add Third Party Integration and fill up the required details (see below image). Integration Name, Message Title, Integration level     After you are done with the process, Microsoft Teams integration will be listed in the Third-Party Integration dashboard. You can set up multiple integrations.                 Adding Site 24×7 connector in Microsoft Teams: Navigate to the Teams tab and select the team and channel which you’re looking to integrate with Site24x7. click on the three dots and select Connectors from the dropdown as shown in below image.                         A new window will pop up. Search for Site24x7 and click the Configure button after it shows up.   You’ll be navigated to a new window, click on Visit site to install (see below image).   After that, you will be automatically redirected to the Microsoft Teams Integration form in Site24x7’s web client. Adding a Site 24×7 dashboard in Microsoft Teams: Log in to your Microsoft Teams. Open Teams channel and click the ‘+’ icon on the top layer of your channel window to add a tab.                   In the add a tab windows, search for Site 24×7 and click the icon.                   You will get a pop-up to connect to Site 24×7. Log in using your Site24x7 credentials or use your Office365 credential.                                     After login, you can see your Site24x7 custom dashboard.                                       Now you will receive and monitor all alerts on your Site24x7 MS Teams channel. If you want, see full report about monitor status you can click on “View Online Reports”                                   You can also see Real-time alert, Memory/CPU utilization, Availability Chart, Monitor Status, Troubleshooting Status etc. (see below image)                 This is how you can integrate Site 24×7 into Microsoft Teams. Now we will see how to monitor the alerts through MS Teams chatbot. Setup Site24x7 bot for Microsoft Teams: Site24x7 Bot is an automated program based on an advanced AI-engine that gives a quick reply and share updates and notifications about your monitor’s status, availability, performance, outages, SLAs, RCAs, and alarms within your Microsoft Teams channels or private chat. You can interact with bots in private chats and channels within a team. Go to the Microsoft Teams app store and search for the Site24x7 app.                                           In the pop-up window, pick the Team where you wish to install the Site24x7 Bot and click install.                                       After the installation is done you will be able to Open the chatbot (see below image).               From your personal chat window, you will be able to communicate with the Bot.                           After the successful authentication, you can initiate conversation with the Bot.                   For example, if you want to know the status of all your monitors, send a message What is the status of all monitors and you will be getting a revert (see below image).       One more example, type – Availability Summary for Monitor Name.   Bot commands in Microsoft Teams (see below image).             Conclusion: Hope this article will help you for integrating Site24x7 into Microsoft Teams. Similarly, there are many more applications which can integrate with Microsoft Teams to make your life much easier. Microsoft Teams is consistently growing since its release and giving us with some awesome features.      

Introduction: This blog explain the steps to lock the columns of Editable Grid in D365 CE UCI. Scenario: Lock the View columns of Editable Grid in D365 CE. Steps: Below are steps to be performed for locking fields of Editable Grid in View Create Business Rule to lock the field. 2. Mark the Scope of Business rule at Entity level 3. Editable Grid with locked columns in View   Note: Fields are locked for all Views and subgrid.  Conclusion: This blogs helps developers to lock columns of View and Subgrid in Editable Grid of D365 CE.