Introduction: Dynamics 365 service team regularly sends email notifications to the administrators in your dynamics 365 organization. Now with simple mail box rule, you have complete control who should receive the mail. Description: As an administrator you can setup the mail box rule to automatically redirect email communications from dynamics 365 to additional recipients. People outside of your Dynamics 365 organization, such as your partners. People inside and outside of your company. Send email notifications to multiple recipients: By default, admin will receive the email notification but if you want to change the email notification to some other user. follow the below steps: 1. Sign in to portal https://portal.office.com. 2. On the Office 365 menu bar, click Admin centers > Dynamics 365 > Instances tab. 3. Choose an instance that has notifications you want to change. 4. Click Notifications. 5. Enter the email addresses of people to receive update notifications for the selected instance and click Save.

Introduction: In this blog we will use the  Xrm.Device Client API reference to get the location details as it provides methods to use native device capabilities of mobile devices. Implementation: Step 1 : First we have written a JavaScript code to get the Geolocation details and for this demonstration purpose we trigger this code to run on update of a field. We have created a custom field as Coordinates to store the details. Syntax: Xrm.Device.getCurrentPosition().then(successCallback, errorCallback) Below shown is the Code: var cordsLat = null; var cordsLong = null; var Scripting = { Location: function () { debugger; Xrm.Device.getCurrentPosition().then( function success(location) { cordsLat = location.coords.latitude; cordsLong = location.coords.longitude; Scripting.UpdateRecord(); }, function (error) { Xrm.Navigation.openAlertDialog({ text: error.message }); } ) }, UpdateRecord: function () { var id = Xrm.Page.data.entity.getId(); id = id.replace(“{“, “”); id = id.replace(“}”,””); var clientUrl = Xrm.Page.context.getClientUrl(); var req = new XMLHttpRequest(); req.open(“PATCH”, encodeURI(clientUrl + “/api/data/v9.0/accounts(” + id + “)”), true); req.setRequestHeader(“Accept”, “application/json”); req.setRequestHeader(“Content-Type”, “application/json; charset=utf-8”); req.setRequestHeader(“OData-MaxVersion”, “4.0”); req.setRequestHeader(“OData-Version”, “4.0”); var body = JSON.stringify({ “cf_cordinates”: “Latitude: ” + cordsLat + ” Longitude: ” + cordsLong, }); req.send(body); } } Step 2: One important thing to note is the Xrm.Device control is only available in for mobile devices. When we run this script on a mobile device we get an error message and it does not go after turning on the GPS location of the device. Step 3: To enable the script to work on the device navigate as shown belowOnce this is done and  the script successfully runs we have to refresh the page and the details are updated on the Coordinates field as shown below

Introduction: This blog explains how to Create Leads when Email is received to the Queue. Creating Queue in MS CRM: Settings -> Service Management -> Queues Click on “+NEW” Enter Name and Incoming Email for the Queue. Save record. After Saving the record Mailbox will be created for the Queue. Configuring the Mailbox Open the Mailbox Click on Approve Email Click on Test & Enable Mailbox After Configuring Successfully, you can see Status as Success for Incoming and Outgoing Email. Create Workflow to Create Lead: Go to Settings -> Processes Create new process. Select Entity: Email Below is the Workflow: To set the regarding of email. Click on Set Properties of Update Email Step. Click on Set Properties of Create Lead Step and add details in fields. After Writing all the steps Activate the workflow.

Introduction: After creating SharePoint site, you may want to provide or restrict access to the site or site contents. Permission levels are the actions, a user can define as Create Subsite, Delete Subsite, View Versions, and many more. To make it easier Microsoft has provided a set of default levels: Full Control – Has full control. Edit – Can add, edit and delete lists; can view, add, update and delete list items and documents. View Only – Can view pages, list items, and documents. Document types with server-side file handlers can be viewed in the browser but not downloaded. Contribute – Can view, add, update, and delete list items and documents. Accessing SharePoint Permissions Levels: You should have the admin privileges. Go to the root of Site Collection > Site Settings. Under Users and Permissions, click on Site Permissions. Go to Manage and click Permission Levels. The screen will show the default Permissions level. By clicking on the Permission level, you will get the list of included permissions. Editing Permission Level: Inheritance – By design, all the sites and site contents in a collection inherit the Permission level from the root site. Even if you “stop inheriting permission” from the root site, the Permissions levels will remain the same. As per your requirements, sometimes you may want that your users’ can only edit items but not delete anything. So, for that, you can just go to the “Contribute” Permission level and edit the same (uncheck the Delete Items under the list of permissions) but it is not recommended to edit a default permission level. Best practice if you want to restrict users from deleting any content: If you need to edit the Permissions level “do not edit the default level” you can create a new one instead. Creating a new Permission level: Access the Permission level from the root site. Click on Add a Permissions Level. Provide this new Permission level a name and check the lists of permission you want to provide. If you want to restrict users’ from deleting any content, uncheck the Delete Items. Conclusion: With the help of the Permission Level, you can secure your SharePoint Online sites and site contents. Want to get consultation or training for your company? Please email us at ashah@cloudfronts.com

Microsoft Power Bi enables you to find and visualize data, share your findings and collaborate in the modern ways in the form of reports and dashboards. In short, it is a collection of online services and features to enhance your business. Power bi support allows you to migrate huge data from various sites into power bi desktop using the integration process. You can easily edit the data or you can also plan to edit it later after you have imported it on your desktop. Power bi helps you to overcome all your business problems with ease making you stay up-to-date with all necessary and relevant information that is of utmost value for you. The team of experts involved have a huge experience in working with all kinds of businesses across the world. Introduction: Row-level security (RLS) with Power BI can be used to restrict data access for given users. Filters restrict data access at the row level, and you can define filters within roles. Steps: To create on a Power BI Solution, you will start by going to the Modellingribbon and then select Manage Roles. This will launch the Manage roles window where you will select Createto add a new role. After you give the role a new name you can begin assigning DAX filter expressions to it. Click the ellipsis next to the table you would like to apply the filter to and then select Add filter. If you select Hide all rows,then all rows for this table will be hidden (as the name implies) but if you choose a field you can apply a filter to specific values in the table. Once you are happy with your selection, hit Save. To test the security model, go back to the Modellingribbon and select View As Roles. Here you can select the role you want to test and then click OK. This will filter the result to only show your selected roles filters. To stop impersonating this role you can click Stop Viewingto return to seeing the results without this filter applied. The next step is to assign users to the roles, which must be done from the Power BI Service That means you must deploy your model to the Power BI Service first. To do that go to the Homeribbon and select Publish. Once you’ve published to the service login to Power.com and click on the ellipsis next to the dataset you just deployed.  In this menu you will select Security. Next, select the role you created and enter the email addresses of the users you would like to have the role assigned to. Click Add after you’ve entered all the users. Once you click Saveon the bottom your security is ready to go! To test it out click the ellipsis next to the role name and select Test as role. This will allow you to now view reports while impersonating this newly created role.

Introduction: This blog details steps for displaying Company Insights V 4.2 for Custom Form in D365 Customer Engagement. Pre-requisites: 1. Company Insights solution installed with version 4.2 2. Custom Form for Entity Steps: Below are steps to configure Company Insights on custom form “FSA Account” for Account Entity 1. Open custom form “FSA Account” 2. Insert new section and label as Insights 3. Insert new web resource as detailed below Select Webresource – “iv_/webpages/summary_mashup.htm”. Insert details in Custom Parameter(data) – “solutionVersion=4.2&crm_version=v140”. Check setting – Pass record object Type code. 4. Insert new Navigation Link for Insights in Common area as detailed below. Set Name as “Insights”. Select Icon – “iv_/images/insights_32px.png”. Select WebResource – “iv_/webpages/detail_mashup.htm”. 5. Add new Parameter in Form Properties with below details. Set Name as “iv_onLoadAction”. Set Type as “SafeString”. 6. Publish Custom Form and Company Insights is rendered as below. Note : If User skips step 4 will get error – “You do not have the ‘ISV Extensions’ privilege assigned to your security role”. Conclusion: Hope this blogs helps CRM Administrators to  enable Company Insights V 4.2 on Custom Form in D365 Customer Engagement with no errors.

The September update of Power BI features an important functionality: the option to drillthough to another page in that report. For example, if a user wants to see detailed data of a product ‘Product 2’, then they can right-click on Product 2 in the main report, select ‘Drillthrough’ and the relevant sub-report to have it automatically filter the sub-report for Product 2. To do this, open your sub-report page and add any filters you require to be applied when the main report drills through to this report. For example, ‘Product’ and select ‘Used as category’. Go to the main report and select (right-click) on the Product you want to use to drillthrough, click on ‘Drillthrough’ and select the name of your sub-report. This will re-direct you to the sub-report, now filtered by the selected product. Additionally, to go back to the main report, one can simply click the back ( <- ) button on the sub-report. This feature enhances the users’ understanding of the data as well as greatly improves user experience.  

Introduction: Cues are designed to give users with a quick status of their daily activities, which acts as a prompt them to take action. A Cue is a tile on a page in the Dynamics NAV client that provides a visual representation of business data. This blog explains how to create cue tiles to get visual representation of Net Invoices and and payment received for current week, month and year. Pre-requisites: Microsoft Dynamics NAV 2017 Steps: 1. Create fields in a table as below: Enabled Field No. Field Name Data Type Length Description Yes 26 Net Invoicing this Week Decimal Chris Yes 27 Net Invoicing MTD Decimal Chris Yes 28 Net Invoicing YTD Decimal Chris Yes 6 Payment Recieved this week Decimal Chris Yes 7 Payment Received this month Decimal chris Yes 37 Payment received YTD Decimal Chris 2. Create a Query. select DataItem as Cust. Ledger Entry and enter the fields as Filter and add a column as Amount and use the method type as Totals and Method as Sum 3. For Invoices Received this week: Create a global function in the table Calculate Invoice Received this week week with return type as Decimal. For this requirement, the week start day is Sunday and end day is Saturday but by default in Dynamics NAV, the week start day is Monday and end day is Sunday. So in NAV 1 = Monday and 7 = Sunday.  So I’ve written the below code to get the weeks start date and end date. TodayDateNo:=DATE2DWY(TODAY,1); //this code fetches which day of the week is today e.g its Friday it returns 5. I’ve declared two global  variables StartDateofWeek1 and EndDateofWeek1 and local record variable  and added the below code: CalculateInvoicetReceivedThisWeek() AmtWeek : Decimal TodayDateNo:=DATE2DWY(TODAY,1); IF TodayDateNo =1 THEN BEGIN //Monday StartDateOfWeek1:=CALCDATE(‘< -1D >’,TODAY); //Sunday EndDateOfWeek1 := CALCDATE(‘< +5D >’,TODAY); //Saturday END; IF TodayDateNo =2 THEN BEGIN //Tuesday StartDateOfWeek1:=CALCDATE(‘< -2D >’,TODAY); EndDateOfWeek1 := CALCDATE(‘<+4D>’,TODAY); END; IF TodayDateNo =3 THEN BEGIN //Wednesday StartDateOfWeek1:=CALCDATE(‘< -3D >’,TODAY); EndDateOfWeek1 := CALCDATE(‘<+3D>’,TODAY); END; IF TodayDateNo =4 THEN BEGIN //Thursday StartDateOfWeek1:=CALCDATE(‘< -4D >’,TODAY); EndDateOfWeek1 := CALCDATE(‘<+2D>’,TODAY); END; IF TodayDateNo =5 THEN BEGIN //Friday StartDateOfWeek1:=CALCDATE(‘< -5D >’,TODAY); EndDateOfWeek1 := CALCDATE(‘<+1D>’,TODAY); END; IF TodayDateNo =6 THEN BEGIN //Saturday StartDateOfWeek1:=CALCDATE(‘< -6D >’,TODAY); EndDateOfWeek1 := TODAY; END; IF TodayDateNo =7 THEN BEGIN //Sunday StartDateOfWeek1:=TODAY; EndDateOfWeek1 := CALCDATE(‘< +6D >’,TODAY); END; I’m using a Query to get the sum of invoices for the current week CF_Query.SETRANGE(Document_Type,CustLedgerEntry.”Document Type”::Invoice,CustLedgerEntry.”Document Type”::”Credit Memo”); CF_Query.SETRANGE(Posting_Date,CALCDATE(‘<CW>’,StartDateOfWeek1),EndDateOfWeek1); CF_Query.OPEN; IF CF_Query.READ THEN AmtWeek:=CF_Query.Sum_Payment; 4. For Invoice received this Month: Create a global function as below with return type as decimal and insert the below code CalculateInvoiceReceivedThisMonth() AmtMonth : Decimal //This query fetches data from 1st date of current month till today CF_Query.SETRANGE(Document_Type,CustLedgerEntry.”Document Type”::Invoice,CustLedgerEntry.”Document Type”::”Credit Memo”); CF_Query.SETRANGE(Posting_Date,CALCDATE(‘<-CM>’,TODAY),TODAY); CF_Query.OPEN; IF CF_Query.READ THEN AmtMonth:=CF_Query.Sum_Payment; 5. For Invoices received this Year: Create a global function as below with return type as decimal and insert the below code: CalculateInvoiceReceivedThisYear() AmtYear : Decimal //This query fetches data from start date of the year i.e 1 Jan till today CF_Query1.SETRANGE(Document_Type,CustLedgerEntry.”Document Type”::Invoice,CustLedgerEntry.”Document Type”::”Credit Memo”); CF_Query1.SETRANGE(Posting_Date,CALCDATE(‘<-CY>’,TODAY),TODAY); CF_Query1.OPEN; IF CF_Query1.READ THEN AmtYear:=CF_Query1.Sum_Payment; 6. For Payments received same code is used as above only in the query the setfilter condition is changed to Payments e.g for Payments received this year the code is as below: CalculatePaymnetReceivedThisYear() AmtYr1 : Decimal CF_Query.SETFILTER(Document_Type,’%1|%2′,CustLedgerEntry.”Document Type”::Payment,CustLedgerEntry.”Document Type”::Refund); CF_Query.SETRANGE(Posting_Date,CALCDATE(‘<-CY>’,TODAY),TODAY); CF_Query.OPEN; IF CF_Query.READ THEN AmtYr1:=CF_Query.Sum_Payment; 7. Now you need to call these functions, we will call them from the Cue page. create a page and create a group with subtype as CueGroup. Add your fields below the group 8. On OnOpenPage of the Cue page write the below code OnOpenPage() RESET; IF NOT GET THEN BEGIN INIT; INSERT; END; OnAfterGetRecord() CalculateCueFields; 9. On the trigger OnAfterGetRecord, a local function is called CalculateCueFields.In this function, call is made to the functions for invoices and payments. LOCAL CalculateCueFields() IF FIELDACTIVE(“Net Invoicing this Week”) THEN “Net Invoicing this Week”:=CalculateInvoicetReceivedThisWeek; IF FIELDACTIVE(“Net Invoicing MTD”) THEN “Net Invoicing MTD”:=CalculateInvoiceReceivedThisMonth; IF FIELDACTIVE(“Net Invoicing YTD”) THEN “Net Invoicing YTD”:=CalculateInvoiceReceivedThisYear; IF FIELDACTIVE(“Payment Recieved this week”) THEN “Payment Recieved this week”:=CalculatePaymnetReceivedThisWeek; IF FIELDACTIVE(“Payment Received this month”) THEN “Payment Received this month”:=CalculatePaymnetReceivedThisMonth; IF FIELDACTIVE(“Payment received YTD”) THEN “Payment received YTD”:=CalculatePaymnetReceivedThisYear; Run the page : 10. Drilldown: Suppose the user wants to check for the entries which account for Net Invoicing MTD to 718.00 then create a global function in the table DrillDownInvoiceThisMonth , create a record variable CustLedgerEntry and write the below code: DrillDownInvoiceThisMonth() CustLedgerEntry.SETRANGE(“Document Type”,CustLedgerEntry.”Document Type”::Invoice,CustLedgerEntry.”Document Type”::”Credit Memo”); CustLedgerEntry.SETRANGE(“Posting Date”,CALCDATE(‘<-CM>’,TODAY),TODAY); PAGE.RUN(PAGE::”Customerer Entries”,CustLedgerEntry); Call this function in the page, under the field Net Invoicing MTD – OnDrillDown() Net Invoicing MTD – OnDrillDown() DrillDownInvoiceThisMonth

Dynamic 365 business central is all in one business management solution that is developed and designed in  a way that reduces your business cost and improves your business as compared to your peers. Due to its easy adaptability dynamics 365 business central development has become a favourite of thousands of companies across various industries in the world.  Built specifically for small and medium sized businesses the business center allows you to focus on your core business strategies without the need of any investments in terms of infrastructure and installation. Your business financials are managed efficiently with accurate and accelerated financial reports ensuring compliance at the same time. Business central allows you to keep your projects under budget and ensures on time delivery and ensures on time delivery by monitoring your projects with real time data on available resources. In D365 Business Central, Microsoft has provided very easy way to upload data using Microsoft Excel. For example: If an user needs to upload customers in the system , he needs to just open customer list page and click on Edit in Excel. An excel file will be downloaded. Open the excel file and click on enable editing. On the right side the Microsoft add will load and it will ask for credentials used for accessing D365 Business Central. Once the credentials are entered , user can insert the data into the respective fields and click on Publish which will upload the data in excel. The refresh button is used to get the data from the system which is already present in the D365 Business Central. After publishing just refresh the page in D365 BC and all the data will be seen. If there is any error in the excel itself it will show the no. of error and description of error so that the user can rectify it before publishing it again.

With more than 1 lakh 60 thousand customers worldwide, dynamics 365 business central development has surely established itself in the market quite well. It is one of the most widely used ERP systems in the world market currently and specifically targets small and mid-sized businesses which are sold across 195 countries. Recently, Microsoft has migrated Dynamics NAV to Dynamics 365 business central by expanding it. This application is designed keeping in mind the ongoing transformation of businesses to cloud-computing. One of the good things about business central apps is that it is available on-premise as well apart from being available on cloud. In terms of migration, very less effort is required to migrate to business central as both Dynamics NAV and business central contain the same code. Introduction: Finally the Developer preview version for Business Central is out. This blog basically gives an idea about the installation process and the basic difference in the process from Microsoft Dynamics NAV 2018. Pre-requisites: Access Microsoft: Ready-to-Go Program/Collaborate Microsoft Dynamics 365 Business Central (Business Central On-Premise Partner Preview 02) Demonstration: Download  the setup file on the basis of your region(localization if available) or the world version (if localization is not available) and run the setup file. Click on next and choose the type of installation as per you work needs. You can  choose an free online trial, or download the business central application from the Microsoft store and download it on your PC/Tablet/Laptops etc thus having an access to it from any location. The advanced installation options allows you to download Business Central on your computer or local server. The .NET Framework required for the Microsoft Dynamics 365 Business Central is downloaded first. After that restart your PC/Server.  Run the setup again, this will download the Web Client and Business Central Administration.  The latest version of the web client can be seen with all the latest functionalities. Now to add the Windows Client, go to add or remove components in the setup  and add the required components (Dynamics NAV Client etc). This is the difference from Microsoft Dynamics NAV 2018 where you did not have to add the windows client as a separate component. The installation has been completed now.  Now, you can open the Windows Client which has an interface similar to that of Microsoft Dynamics NAV 2018. Conclusion: This is the process for the installation and the basic differences from the Microsoft Dynamics NAV 2018 installation have also been noted. In the next blog, I will provide the further differences in the Administration, updations in web client etc.