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!

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.

Problem definition Often clients using PSA V2 used to complain of the feature missing was copying the project as the template. A few of the Construction Company clients of mine have huge projects and have almost similar structure for many of their projects. Undoubtedly templates use to serve the purpose, but, only to a certain extent. When you have an option to copy a project exactly, I would always prefer that. Below is how you do. Mitigation: Navigate to Project Services and try creating new project by Clicking on New Project button: Type the project name which you want to copy in the Project Template field. This will start copying the tasks from the project onto Schedule of the new project. You are done. This blog reflects my personal findings and based solely on my experience of using Dynamic 365 Project Services Automation for last 3 years. For those who are looking for a platform that can track and manage the entire procedures of sales and project managements, I would highly recommend them to try Microsoft dynamics 365 for project service automation. According to my opinion, implementation of Microsoft dynamics 365 for project service automation is one of the best things that we did in CloudFronts 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.

Dynamics 365 Project Services Automation demands a perfect configuration and that is the proof of being a sophisticated application. You won’t see any result unless the configurations are all set right. Use Case: I am observing from quite sometime that my Accounting Team complaints that when the Actuals are created on the project they are with 0 value. This was an issue as I went out to check a couple of things: Is the project having a currency tagged to it. Is the project price list existing for the project. Is the resource having a Resourcing Unit tagged to himself. In the approval tab is the time entry submitted by the resource having a Role and is it Chargeable. To my surprise all of the above were looking correct. Out of curiosity I digged in one more step and that’s where I found out the issue: Issue Resolution: Step 1: I navigated to D365 Project ServiceàResources. Search for the resource who is working on that project. Step 2: Open the Resource by clicking on it and then navigate to the Scheduling Tab.   Step 3: Make a note of the Organizational Unit mentioned for him. In this case it is CloudFronts Mumbai (USD). Step 4: Navigate to Projects and Sales Tab and Open the Project Contract Header by clicking the link in the Project Contract grid. Step 5: Navigate to Project Price Lists and Open the Price List in the project price lists. Navigate to Role prices. Check the Role and the Resource Unit mentioned for that Role should be exactly the same as the Resourcing Unit mentioned for the Resource mentioned in Step 3.   Now when you try approving the time entries the Actuals will have correct price. You are done. This blog reflects my personal findings and based solely on my experience of using PSA for last 3 years. For those who are looking for a platform that can track and manage the entire procedures of sales and project managements, I would highly recommend them to try Microsoft dynamics 365 for project service automation. According to my opinion, implementation of Microsoft dynamics 365 for project service automation is one of the best things that we did in CloudFronts 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.

Business Use Case: Often there are team members who share the need of getting allocated on schedule board in Dynamics 365 Project Services Automation 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 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 organisations. Mitigation: Though there is an (Out of the Box) OOB solution for marking an appointment in Outlook calendar from Schedule Board, but, vice-versa is not provided OOB. MS Flows helped me here. I created a flow between Bookable Resource Booking entity and Outlook entity 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 mange 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 show 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 a 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 calendar and see in the event history of the flow whether it is successful or not. Conclusion: This blog reflects my personal findings and based solely on my experience of using PSA for last 3 years. For those who are looking for a platform that can track and manage the entire procedures of sales and project managements, I would highly recommend them to try Microsoft dynamics 365 for project service automation. According to my opinion, implementation of Microsoft dynamics 365 for project service automation is one of the best things that we did in CloudFronts 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.

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.

Time based E-mail subscription feature is available for all Power BI Reports and Dashboards, For both in Power BI Pro and Premium Subscriptions. Now, you can set up an email subscription to run daily, weekly or any specific day of the week. Also, you can schedule for a particular time of the day. You have the flexibility to set it on the schedule you need. Now you can schedule a data set refresh at certain time and you can schedule subscription on another time. To set the Subscription, Click on the “Subscribe” button in toolbar above the dashboard or report. You can create a new email subscription, or you can edit the existing subscription email. Now, we will see subscription by default as in time-based schedule. Refer below screen capture: Now you have option to select frequency option as Daily, Weekly and After data refresh (once daily).