Introduction: We all have noticed Send Approval Request button on Vendor and Customer pages. You can select Customer workflow from the workflow template Sales and Marketing. Vendor  can be configured similar to customer workflow. These standard workflows can be enabled from the workflow page….but what’s the use of it? why do we need it? This blog explains the use of Vendor, Customer workflow in Dynamics NAV. Pre-requisites: Microsoft Dynamics NAV 2016. Steps: 1. Enable the Vendor, Customer, Item workflow: Browse to workflows and select new workflow from Template and under the Sales and Marketing select Customer Approval workflow. In the workflow response select the workflow user group or direct approver to which approval will be sent. Similarly, configure Item and Vendor workflow. 2. Send the Customer for Approval: In the Customer Card page click on Send approval request to sent the customer for approval. Once approval is sent. Workflow Factbox appears on the right hand side. 3. Use of the workflow: Customer Workflow Now this workflow is sent for approval but not approved. If you navigate to sales order and use the same Customer. If you post the sales order or Journal, you will get the below error. Once the customer is approved, Sales order is approved successfully. Vendor Workflow: Send the Vendor for approval by clicking on Send approval request. Workflow factbox is visible. Now when you post the Purchase order or  journal for account type Vendor you will get the below error. Once its approved, The journal lines is posted.

Introduction: A “shared shift” configuration lets retailers have a single shift across multiple registers, cash drawers, and users. A shared shift has a single starting amount and a single closing amount that are summarized across all cash drawers. Shared shifts are most typical when mobile devices are used. In this scenario, a separate cash drawer isn’t reserved for each register. Instead, all registers can share one cash drawer. Steps to Configure: Go to Retail –> Channel setup –> POS setup –>POS profile –> Hardware profile –> Drawer –>Enable shared shift option. Go to Retail –> Workers–> Select the user and go to retail tab. Go to POS Permission and select the appropriate permission group and assign it to the user. Make sure that the  user must have “Allow manage shared shift and Allow use shared shift” permissions enabled Save the changes Go to Distribution Schedule and run the job for Register and Staff. Note: Only one shared shift can be opened at a time in each store.

Introduction: With Azure AD Conditional Access, you can control how authorized users’ can access your cloud applications. In this article, we will see how to create conditional access to enforce MFA, if the user is accessing services from the untrusted location (outside of the company’s network). Multi-factor authentication (MFA) is a method of authentication that requires more than one verification method and adds a second layer of security to sign-ins. Requirement: I had a requirement from a client to prompt for MFA if a user is trying to access Dynamics 365 (or other O365 services) from a location outside of company network. Pre-requisites: You will require Azure AD Premium license for users. Create a security group and add the users’ you need to specify in the policy. Company’s public static IP in CIDR format. Example – 15.250.0.89/24 (You can contact your network team to get this detail) Trusted locations: Configure MFA trusted IP’s in Azure AD (see below image). Provide your company’s public static IP in CIDR format (check below image). Conditional Access: Go to Azure AD > Conditional Access > +New Policy Name the policy as UntrustedLocation_PromptMFA and the first thing to configure is Assignments in which you need to mention the User & Groups to be included in this policy (see below image). Select Dynamics CRM Online under Cloud Apps. You can similarly choose other applications as well (see below image) Under Conditions, you need to configure the Device state and client apps as per your requirements (see below images). In Location: Include – Any locations Exclude: Selected locations and then select MFA trusted IPs (see below image) In Access control > Grant Access, tick Require multi-factor authentication (see below image) Finally, Enable the policy and Save. User specified in the group will be asked for MFA when accessing Office 365 services from an untrusted location (outside the company’s network). Conclusion: In this way, we can enforce MFA when Office 365 services are accessed from untrusted locations.

Introduction: Recently, we encountered an issue while exporting the SSRS Reports to Excel. In CRM, the SSRS Report was displaying the data correctly but for few filter criteria, we were not able to export the Reports to Excel.  On troubleshooting in SQL Data Tools, we found that it was throwing the below error. Error Details: The row item structure object corresponding to a line cannot be null. Reason for the error: We had 2 matrix in our Report one of which had data and another was retrieving no rows according to few criteria. Whenever a matrix is null, you cannot export the Report to Excel as Excel does not render null matrix. Solution: Add a visibility condition on the matrix that if the dataset pertaining to the matrix returns no rows then hide the table. Voila! You are good to go. Happy Reporting!!

Introduction: In this blog I’ll be demonstrating few features of Business Central October Release[RC3]. Pre-requisite: Microsoft Dynamics 365 Business Central October Release[RC3]. Demonstration: 1.Refreshed User Experience Improved Card Page Layout. Improved List Page Categorized Actions. Changed position of New,Edit, Delete as well as Previous andNext buttons. 2. Improved Productivity Advanced filtering with multiple column filtering: Limit Totals: Row-based column copy past: Actual Data: Data in Excel Keyboard shortcuts: The October release, also consists the shortcut F8 that copies the value of the cell above. Thus, you can fill the new rows by moving across cells and selecting F8 on the cells where you want to copy the values from cell above. List of Keyboard Shortcuts : https://docs.microsoft.com/en-us/dynamics365/business-central/keyboard-shortcuts 3. Improved Search The search option has also been enhanced and categorized where previous search results were only related to pages and reports. In the upcoming release with the improvement in logic, the search results will also include the actions on the current page and the documentation along with the reports and pages. From the search itself you can check and perform the tasks that you want (for example: Create a contact for customer) Enter the contact details for the customer and click on OK 4. Permission Sets are Editable In Business Central October Release, the Permission Sets are Editable. New Permission Sets can be created as well as Permission Sets can be modified and also indented as well. Click on More Options to get the details. Changing the Permisison Sets in Business Central: Added an execute permission: Conclusion: These are few features of the Business Central. In the next blog I’ll demonstrate about the AL Language extension improvements.

Introduction: This blog details steps for Run Report button on Project Entity in D365 PSA. Pre-requisites: 1. Ribbon Customizations solution installed in environment. Steps: Below are steps to configure Company Insights on custom form “FSA Account” for Account Entity 1. Create a new solution for Ribbon Customizations. Add project entity in the solution. 2. Add Another entity which has Reporting Enabled like – “Opportunity”. 3. Open the new solution in Ribbon Work bench. 4. Copy the “Report” button from Opportunity. 5. Paste the Button on Project Form Ribbon like below: 6. Publish the ribbon Customizations. 7. You should now be able to see the Run Report Button on Project form. 8. Similarly you can also add other buttons like “Run Workflow” or “Start Dialog” button on Project or any other entity which does not have this enabled by Default. Conclusion: Hope this blogs helps you to enable “Run Report”, “Run Workflow” or “Start Dialog” button missing from Project entity in D365 PSA.

Introduction: Dynamics 365 has two different type of form one is classic and other one is UCI. Now sometimes we want certain field to be visible on UCI and some on classic form. Description: We had a requirement where we wanted to show certain field on UCI, but it should be hidden on classic form. For example, signature field is not supported on classic form in Brower, but it works on UCI and tablet version. Here we wanted to hide the signature field on browser and it should work as it is in the UCI. Here is the code. We need to call this script on onload of the form function hideFieldonOrderWeb(executionContext) { debugger; var clientContext = Xrm.Utility.getGlobalContext().client; var device = clientContext.getFormFactor(); var formContext = executionContext.getFormContext(); var isUCIForm = isUCI(); if (isUCIForm == false && device == 1) { formContext.getControl(“cf_signature”).setVisible(false); } else { formContext.getControl(“cf_signature”).setVisible(true); } } function isUCI() { var globalContext = Xrm.Utility.getGlobalContext(); var appURL = globalContext.getCurrentAppUrl(); var ClientURL = globalContext.getClientUrl(); if (appURL !== ClientURL) { return true; } return false; } Explanation: We are checking form type and we are getting value as 1 which is same for both web and UCI. So we additionally need to check app type by using the code isUCI(). Value Form Factor 0 Unknown 1 Desktop 2 Tablet 3 Phone By this way you can hide the control. On UCI – Signature is visible On browser – Signature field is hidden

Introduction: Item Cross reference is useful to quickly identify the items that were ordered by a customer or that you are purchasing from a vendor on the basis of item numbers other than your company. You can use Item Cross reference on Purchase Order, Sales Order, Purchase Quote and Sales Quote Steps: Following are steps to setup Item cross reference. Open the Item list Click on edit button to Open Item Card. In Navigate tab click on Cross References button. Select Vendor, Customer or Bar Code in the Cross-Reference field. In the Cross-Reference Type No. field, select Vendor No, Customer No. or Bar Code Enter Vendor, Customer Item No. or Bar code no in the Cross-Reference No. field. Enter Unit of Measure Enter description for the Item. This description will be automatically copied in Purchase or Sales order line when you enter cross reference in Sales or Purchase order line Create a new Purchase Order/ Sales order. By default, the Cross-Reference No. field is not shown in the Order Line. Use Personalization and add it. In Cross-Reference No. field to select a cross reference no. System will automatically fill the Item No. and other information in the order line.

Introduction: In this you can create the tasks for yourself and assign tasks to others or be assigned a task by someone else in your Company and you can set an expiration date, create a recurring task. User Task Functionality: Reminds the work to be done You can assign tasks to yourself or others Set start date / due dates if needed. You can Link the List pages or Reports. We can make recurrence for monthly, weekly, quarterly, or annual tasks. Set priority (High, Medium, Low) You can view and manage the assigned tasks from Role Center Create User Tasks: In global search, search for User tasks. Click on ‘New’ button for adding a task. When you click on the new button it opens up a card page to enter the details about the task. Enter a Subject, Task Description, Due Date, Start Date, and Priority. enter a ‘User Assigned to’ and optionally use the ‘Link Task to:’ of Page or Report and Set the Report or Page the task should be linked to. We can also create a recurring task by clicking on ‘Recurrence’ action. Enter the ‘Recurring Start Date’, a formula for the repeating the task and the number of occurrences and click ‘OK’. When you gave the occurrences as 12 it will create a new 12 tasks from the recurring start date. After Click ok, the tasks now show on the ‘Pending User Tasks page’ sorted by Due Date. Conclusion: We can also edit and modify the task, such as changing the user the task is assigned to, the % Complete, the Priority or the Due Date.

Introduction The September 2018 Update of Power BI has finally brought to users, the functionality to copy data from a table or matrix in a report. This has been a much-requested feature as one often finds themselves needing to copy a value or columns of data from a report with no option to do so. Steps: Now, if you want to copy a value, several columns  in a table or matrix you can do so by following the steps below: Copying one value :  Select the value->right-click on the selection -> select ‘Copy Value’ -> An unformatted value will now be added to your clipboard. Copying several columns of data: Select all the data in the required columns->right click on the selection and select ‘Copy Selection’.-> The required data and column headers are copied to the clipboard. In a Matrix, when you select one value->right-click-> ‘Copy Selection’-> All measures required are copied along with the value ( as shown in the screenshot below). Conclusion: This is a long-awaited feature of Power BI and will definitely enhance user experience while navigating and using Power BI reports.