Sorting can be used for defining an order direction for your Custom Visual. There are 3 different ways using which you or a user using your visual can sort your visual. They are as follows: Default Sorting: This is the easiest sorting option and gives users the ability to sort the visual by any field used in the visual. The following code needs to be added to the capabilities.json file.  “sorting”: { “default”: { } } After this the user will get the below sorting option: Implicit Sorting: Implicit Sorting can be used for pre-defining your sorting order in your capabilities.json file. Here, the user cannot manually change the sorting order. This can be done with the following code block where direction 1 is ascending and 2 is descending. Role is the data mapping name for which you would like to define your sorting. “sorting”: {         “implicit”: {             “clauses”: [                 {                     “role”: “category”,                     “direction”: 1                 }                 ]         }     } Custom Sorting: Custom sorting can be used for defining sorting in your visual.ts file and not in the capabilities.json file. Since you are defining your sorting order in your code, you can use various different logics to define your sorting(For example, you can define a formatting toggle option in the format pane that will sort the visual when turned on). A simple codeblock that can be used for sorting your datapoints in ascending order is as follows. sort((obj2, obj1) => { if (obj2.category< obj1.category)  return -1 else return 1; }); With so many options available, it is pretty easy create a visual just the way the user wants.

Business Use Case: Often there are team members who share the need of getting allocated on schedule board in PSA directly as soon as they book an appointment or have a meeting invite. One of the reasons for the same is for the team or anyone concerned about allocation to understand that the said team member is either having a meeting with someone or has an appointment. Hence, they do consume some time of the day. This is one of the reasons that I get when I think aloud. Since there is a lot of argument and justification the team needs to provide for these additional non-billable time that they spend. There can be many other reasons as to why this is needed by other organizations. Mitigation: Though there is an (Out of the Box) OOB solution for marking an appointment in Outlook calendar from Schedule Board, vice-versa is not provided OOB. MS Flows helped me here. I created a flow between Bookable Resource Booking entity and Outlookentity in Flows. I have explained the steps as to how to do the same: Steps: Step 1: Login to https://portal.office.com with your credentials. Step 2: Click on Flows as shown in below image Step 3: This will take you to the portal where you can manage and create all your Flows: Step 4: Click on +New Step 5: Click on Create from Blank Step 6: Click again on Create from Blank Step 7: Select the Outlook connector by searching the Outlook 365 Connector from the search box as shown in the image below. Also, select the Triggering event on when the flow should be triggered. So we selected When a new event is created (v2) Step 8: Select Calendar id as Calendar Step 9: click on next step Step 10: Select the target connector i.e. Dynamics 365 by searching in the connectors. Step 11: Click on create new records Step 12: Select the Organisation and the Entity where you want to create a record. Since the booking that shows up on the schedule board comes from Bookable Resource Booking, we shall select Bookable Resource Booking. Step 13: Add the mappings to the fields as shown below, by searching them from the right pane. Step 14: Once done, click on save and your flow is ready. Step 15: Once created do not forget to Turn it On. Test it by creating an event in the calendar and see in the event history of the flow whether it is successful or not. The End. This blog reflects my personal findings and based solely on my experience of using PSA for the last 3 years. For those who are looking for a platform that can track and manage the entire procedures of sales and project management, I would highly recommend them to try Microsoft dynamics 365 for project service automation. According to my opinion, the implementation of Microsoft dynamics 365 for project service automation is one of the best things that we did in Cloud Front Technologies. We have gained a lot with this implementation because we save time and money due to easy access resources and ability to manage them.

Introduction: Have you ever wondered how you can customize Business just for a specific profile and how tedious it can be for each and every profile? Well the answer is here and its simple than you expect. In this blog I’m going to how you can write Customization just specifically for the profile. Pre-requisites: 1. VS Code 2. Al Language Extension 3. Business Central Demonstration: 1. Creating a Profile Object: There are two different profile objects. i. Sales Manager Profile ii. Business Manager Profile. 2. Creating Page Customization for the Profile Object: There are two different Page Customization. i. SalesManager : Here, the ‘No.’ field on Customer List is hidden. ii. BusinessManager: Here, the ‘Name’ field on Customer List is hidden. 3. Linking between Profile Object and Page Customization: The name of the PageCustomization is the customization defined in the profile. Note: No variables, procedures and triggers are allowed on Page Customization. 4. Output: In My Setting > RoleCenters. You get two new Profiles. For Sales Manager Profile: No. field is hidden. For Business Manager Profile: Name field is hidden. Conclusion: Thus, in this way we can customize the app for specific profiles.

Introduction: Notifications provide a programmatic way to send non-intrusive information to the user interface (UI) in the Microsoft Dynamics 365 Business Central. Their purpose is to provide users with some information about a current situation without any necessity to perform or block an action. Pre-requisites: 1. Microsoft Dynamics 365 Business Central Steps: 1. Create a global variable of the type notification: LoadsNotification: Notification; 2. The different functions used in notification are as follows: Message: It includes the message to be shown in the notification Scope: Specifies the scope where the notification appears. AddAction: To add an action to notification SetData: To set the data property value in a notification GetData: To get the data property value in a notification Recall: To recall a sent notification Send: To send the notification to the user. 3. In this case I have used the notification function to be displayed if the ColorVar is unfavorable i.e. red and the day is Thursday, Friday, Saturday or Sunday. If the above condition is satisfied then the notification is displayed with an action to schedule Loads otherwise no notification is displayed. The code is as follows: if ((ColorVar = ‘Unfavorable’) and (UnscheduledLoadsCount > 0)) then begin LoadsNotification.Message(‘There are ‘ + Format(UnscheduledLoadsCount) + ‘ loads yet to be scheduled.’); LoadsNotification.Scope(NotificationScope::LocalScope); LoadsNotification.AddAction(‘Schedule Loads’, Codeunit::EventHandlingCU, ‘OpenUnscheduledLoadsByVendor’); LoadsNotification.send; end; The Procedure OpenUnscheduledLoadsByVendor is created in the codeunit EventHandlingCU to open the page when action is triggered. procedure OpenUnscheduledLoadsByVendor(LoadsNotification: Notification): Text begin Page.Run(50139); end; Conclusion: Thus, this way notifications can be created in Business Central to notify the users some important information without blocking actions of the users.

If you’re spending time looking and wondering that you always need to go to the app switcher to go the Settings from the Unified Interface, you need to do the following – Once you are in the Unified Interface, click on the Gear icon next to the help icon on top-right corner as shown below and click Advanced Settings – Right on the next tab, Settings with the classic UI is shown – And there’s nothing else on the SiteMap. Hope this helps!

Steps to Perform Transfer In in Dynamics 365 for Retail on POS Go to Picking and Receiving –> click on + icon and click Transfer In Select the store from where you want to transfer in, Delivery date and mode of delivery. Add or scan all the products and its quantity. Click on + icon to add more products to the transfer order You can save the products added by clicking on Save icon. The status of the order will be in Draft. You can continue adding products when it is in Draft state by clicking on + icon. Once you are done adding all the products click on commit icon. Once the order is committed the status will change to created and you will not be able to add products. Once the Order is created, the Order will reflect in the store from where the order is requested. Perform the following steps in that store. For example the warehouse. [Products can be shipped from Finance and Operations as well] Select the transfer In order and click the update icon. Click on ship all icon to ship the products. This will change the ship now column with values to ship. Then click on commit. This will change the status of the order to shipped. When the status is changed to shipped the same status will reflect in the store 101 as well. On store 101 User must click on the transfer order and click on update. Click on receive all icon and click on commit icon. This will complete the process.

Introduction: Automation APIs provide capability for automating company setup through APIs. Here we are going to use the Automation APIs to create a new company in the Microsoft Dynamics 365 Business Central and then view the existing companies information using the same. Pre-requisites: Microsoft Dynamics 365 Business Central Postman Steps: 1. Create a Company: To create a company we make use of the automation Endpoint available. Here we create a post request in Postman which is in the following format: POST https://api.businesscentral.dynamics.com/v1.0/api/microsoft/automation/{api version}/companies{company id}/automationCompanies For this we make use of OAuth 2.0 Authorization(Bearer Token). 2. To View Information about existing Companies in Business Central Retrieves the properties and relationships of an automationCompany object for Dynamics 365 Business Central. Here we use the GET request from Postman which has the following format: GET https://api.businesscentral.dynamics.com/v1.0/api/microsoft/automation/{api version}/companies{company id}/automationCompanies For this we make use of OAuth 2.0 Authorization(Bearer Token). Conclusion: Thus, by making use of these existing Automation APIs we can automate the initial setup process of creating companies, packages, users, permission sets etc.

Steps to Perform Transfer Out on Dynamics 365 for Retail: Go to Picking and Receiving –> click on + icon and click Transfer out. Select the store to which you want to transfer out, Delivery date and mode of delivery. Add or scan all the products and its quantity. Click on + icon to add more products to the transfer order. You can save the products added by clicking on Save icon. The status of the order will be in Draft. You can continue adding products when it is in Draft state by clicking on + icon. Once you are done adding all the products click on commit icon. Once the order is committed the status will change to created and you will not be able to add products. Click on ship all icon to ship the products. This will change the ship now column with values to ship. Then click on commit. This will change the status of the order to shipped. When the store Where the order is shipped to selects on Receive all icon the order will be complete.

Setting up custom status messages in Microsoft Teams was awaited for long but it is finally here. As Microsoft released Teams as Skype for Business replacement it was also right to say that Microsoft Teams must have the useful features of Skype for Business. Since the feature of setting up custom status messages was available in Skype for Business, it was long awaited in Microsoft Teams but it is here finally. Now, Teams users can set their own status messages to inform colleagues about their status for the next few hours, days or on a continuing basis.  This status is different from the user’s presence status (Available, Away, Be right back, etc). In this status message you, an add up to 280 characters and can provide more detailed information. To set the status, hover over your profile picture at the top right-hand corner and select Set status message. You can mention your status message and then you can select till when you want to display the status messages to your colleagues. Guest users can also set the status message in Microsoft Teams. For viewing the status message on Teams, you can view the users’ card. You can also view each users’ card from the Manage team option of a Team so that you can see the whole members and then hover over each member. In the below image, you can see I have set my status message as ‘break’ and when one of the user viewed my people card, status is reflected.

I have led several Office 365 implementation projects from scratch like from migrating emails to Office 365 to implementing various features of Office 365. When it comes to choosing the Office 365 subscriptions, I have seen that many of the organizations go with Office 365 Business Premium or Office 365 Business Essential subscriptions as both of these subscriptions are almost identical, the only difference is Office 365 Business Essential doesn’t contain Microsoft Office applications. In the below table you can find the list of features available with Office 365 Business Premium & Business Essential subscriptions. While in this article I am not actually highlighting the difference, I am just trying to provide the list of features available in these two subscriptions. I have also mentioned the Security & Compliance features which I have seen that most of the organizations don’t actually use but are very beneficial and I always try to convince my clients to use all these features. S. No. Features Features (Office 365 Business Premium) Features (Office 365 Business Essential)     1 Office Application Outlook, Word, Excel, PowerPoint, OneNote Not included     2 Services Included Exchange Online, Skype for Business, OneDrive, SharePoint, MS Teams Exchange Online, Skype for Business, OneDrive, SharePoint, MS Teams     3 Max Users 300 300     4 Mailbox Size 50 GB (Exchange Online Plan 1) 50 GB (Exchange Online Plan 1) Security & Compliance Features 5 Protect access to data and service Configure Multi-Factor Authentication Configure Multi-Factor Authentication Device Management (Enroll devices, Device Wipe) Device Management (Enroll devices, Device Wipe) 6 Prevent data loss Not Available Not Available 7 Manage data governance Import Data Import Data Archiving feature for Emails Archiving feature for Emails Retention for SharePoint & OneDrive Retention for SharePoint & OneDrive Retention (EAC) Retention (EAC) 8 Protection against threats Anti-Spoofing Anti-Spoofing Anti-Spam & Anti-malware Policies Anti-Spam & Anti-malware Policies Email encryption Email encryption Quarantine email messages Quarantine email messages Submitting malware to Microsoft for analysis Submitting malware to Microsoft for analysis 9 Search for content Content Search in Office 365 Content Search in Office 365   10 Manage legal investigations eDiscovery in Office 365 eDiscovery in Office 365   11 Audit Log Audit Log search in Office 365 Audit Log search in Office 365 Enable mailbox auditing Enable mailbox auditing 12 Monitor Security & Compliance Alerts in Office 365 Alerts in Office 365 Quarantine in Office 365 Quarantine in Office 365 Check secure score Check secure score Office 365 Service Health Office 365 Service Health Monitor reports (access and usage reports) Monitor reports (access and usage reports) Note: Many security features are not available within the subscription, but we can procure add-on licenses to enhance the security. Apart from these features, Microsoft also offers other services with these subscriptions. MS Teams– Platform that combines workplace chat, meetings, collaborate on files and especially the guest access feature in Teams is awesome. Exchange Online– Exchange for email services, also there is a lot you can do with Exchange Admin Center. OneDrive for Business– Storage for documents SharePoint Online– Document Management & Real-time Collaboration with attractive modern sites, document versioning, web parts & lot more. Hope this article helps you to easily find out the list of all features so that you can implement the same when you purchase any of the subscriptions and keep your organization secure.