Introduction: This blog explains how to Configure Alert Configuration in Microsoft Social Engagement. Steps to be followed: Go to Message Center Click on + to create alert configuration. Enter the following details: Name: Give name to your alert. Alert Type: select the type of alert  you want. Post alert/Trend alert Email recipients: Enter the email address of recipients to whom alert mail should go. Filters: Select filters to narrow the posts to the data set you want to work with. i.e. which posts will be received by recipients.   Add Search Topic: You can also filter based on the following criteria. Example filtering based on source and Language: After configuring click on SAVE.Post alert in mail:

In order to help your organization manage complex service management track assets and inventory, identify and dispatch resources, and manage service order Microsoft has given D365 field service which is an end to end solution that turns out to be an integral part of your day to day business. It provides customers with proactive updates and self service portals that helps is tracking of technicians hence giving customers a smooth and positive experience at every step. Detecting troubleshooting and resolving issues has been made possible through Dynamic 365 field service due to which a technician is dispatched only when it is necessary. A real time guidance is provided in order to build customer trust and improve resolution time which empowers technicians with a 360 degree view of the customers. Introduction: Sometimes, stock Schedule Board doesn’t quite do justice by default to your bookings and how Dispatchers see this information today. Out-of-the-box information on a Bookable Resource Booking looks like this – What if you want to modify this information and show what’s relevant to Dispatchers? Modifying the Schedule Board: You can modify the details of what you need to see on the booking by modifying/configuring some details as shown below: First, this is how the default Booking Template looks like – Double-click on the board you want to make changes to (Or, navigate to Tab Settings). As in picture 1 above, double-click on Initial Public View to open the Tab Settings area, then look for Schedule Types section and look for Work Order / Project entity (depending on which entity’s Bookings you want to effect.) In the Booking Template section, write this sample code which will show different information other than what comes out-of-the-box. Sample Code: Customer:{msdyn_msdyn_workorder_bookableresourcebooking_WorkOrder.msdyn_account_msdyn_workorder_ServiceAccount.name} WO Name: {msdyn_msdyn_workorder_bookableresourcebooking_WorkOrder.msdyn_name} Type: {msdyn_msdyn_workorder_bookableresourcebooking_WorkOrder.msdyn_workordertype} 5. Once finished, click Apply. The Schedule Board will refresh and you’ll see the updated information as shown below: And very simple, you’ve modified the Booking Template without much hassle or complex coding.

Introduction: After upgrade of dynamics CRM 8.2 to 9.0 jQuery start breaking or you will receive $ undefined error. This blog will explain how to resolve this issue jQuery ($) is not defined in dynamics 365 sales. Description: Currently we have upgraded our dynamics CRM from 8.0 to 9.0. We had lots of customization. Looking at documentation of Microsoft. It seems that no script will break. Also, scripts are 8.0. dynamics CRM loads there internal JavaScript and start conflicting. Solution: After system upgrade developer needs to make sure that they are avoiding conflict between our JavaScript and System JavaScript. As you can see in below screen shot it shows that $ is not defined as it has more than 1 jQuery library loaded and it try to get the definition from another library which does not contains the definition of our library. As you can see in the below screen shot we have included no conflict script. This will resolve the issue of conflict and you will not receive the error related to conflict. Source: You can refer the below link for more information on conflict. https://learn.jquery.com/using-jquery-core/avoid-conflicts-other-libraries/

Introduction: This blog articles explains the ability to add custom fields is available in platform update 13 and later. Creating Custom Fields: Process for creating a custom field and placing that field on a form: Navigate to the form where the new field is needed.  Click on Options and then Personalize this form  Click Insert and then Field Select the region of the form where you want to expose the new field. After selection, the Insert fields dialog box will display a list of existing fields that can be inserted into the selected region of the form. Click the Create new field button above the list to initiate the process of creating a custom field. This will open the Create new field dialog box. Enter all the relevant details for the new field Click save and insert the new field Note that there is currently a limit of 20 custom fields per table.

Introduction: In this article, we will walk through steps on how to authenticate Business Central API using Basic Authentication in Postman Pre-Requisite: Business Central account Business Central API Basic authentication in Postman: In Postman, make a GET request to Business Central base API URL. Base URL: https://api.businesscentral.dynamics.com/v1.0/api/beta For using Basic Authentication, we need to add domain as well. Domain URL: https://api.businesscentral.dynamics.com/v1.0/myusersdomain.com/api/beta In Business Central, generate Web Service Access Key for your user. Now in Postman authorization tab, select Basic Auth in Type. Provide Username and Web Service Access Key Click Send

Introduction: What is Positive Pay Export and Why it’s used? Positive Pay Export is a file that is given to the bank to verify the Cheques that have been printed. Whenever the company wants to issue any payment to Customer or a Vendor, it is done with the help of Payment Journals. After creation of Payment Journal lines, the check is printed through a Report.  After the creation of the Check in the Bank Account there is an action called as PositivePayExport. This file is a text file and contains the information related to the Cheques printed and it is given to the bank. Every bank has their format which is used to automatically verify the Cheques that are being issued. Pre-requisites: Microsoft Dynamics NAV 2017 Demonstration: 1. Creating a Bank Account: To issue the cheque setting up Bank Account is mandatory. 2. Setting up the Data Exchange Definitions: Data Exchange Definition is used to set up the format for Positive Pay Export. The format for Export: Create a new Data Exchange Definition: Creating Column Definitions: Column Definition is the sequence in which the data is to be generated as per the format. Creating a Line Definitions: Line Definitions are used to map the System Fields to the fields in the column definitions. In the Line Definition, there are transformation rules that are used to modify the data that is exported into the format. Create a Line Definition and Select Field Mapping. There are some predefined Transformation Rules as well as new transformation Rules can be created. I’ve created the following transformation rules. I’ve shown the details of REPLACE transformation rule 3. Connecting the Data Exchange Definition with the Bank Account: To link the Positive Pay Export and the Bank Account, go to Bank Accounts and select the Positive Pay Export Code. 4. Creating Payment Journal Entries, Printing Cheques and Exporting the Positive Pay file. Creating Payment Journal Entry Printing the Check Report Positive Pay Export in Bank Account KEY4679 After Exporting Positive Pay Export the values generated in Positive Pay Export file are as follows. 000003296812746790000000012201805150000010200 000003296812746790000000013201805150000010512

Introduction: This blog explains how to Create Approval Flow using Microsoft Flows.  Use Case: When work order is updated. (Trigger) Check condition:  system status: – open-completed and approved: -NO If condition satisfied: – Check Total amount: – If amount is greater than 1000       approval mail will be sent to approver.       if he approves:       update the work order with system status value closed-posted.       else do nothing. update the work order with system status value closed-posted. Else do nothing. Steps to be followed: Sign in to the Microsoft flow. https://flow.microsoft.com/en-us/ Go to My flows –> create from blank Select Dynamics 365 when a record is updated Select the Organization Name and Entity Name for which you want to create flow. Click on + New step –> Add a condition. So here I want my flow should run when system status is open-completed and approved is NO. (Add your own conditions).       Condition:@and(equals(triggerBody()?[‘msdyn_systemstatus’], 690970003),equals(triggerBody()?[‘cf_approved’], false) )  Go to Yes. Click on …More –> add a conditionCondition is: Total amount is greater than 1000. Go to yes.  Add Action. Select Approvals –> Start an approval action. Enter details.In Assigned to enter the email address of the approval.  Go to No. configure for amount is not greater than 1000. Click on Add an action. –> select Dynamics 365 – update a record. Enter the details. Enter the details Record identifier: Enter the record identifier of Work Order from when a record is updated step. Set the system status value to: 690970004 Add condition in Yes and check the approval status. On Yes. Select Add an action à Dynamics 365 – Update a record Enter the detailsRecord identifier: Enter the record identifier of Work Order from when a record is updated step.Set the system status value to: 690970004 Complete Flow:

Overview: Out-of-the-box, it is not possible to Book a task a on the Schedule Board, instead what you get at the easiest disposal is to allocate partitions of the Project to the resources and not the items from the WBS! Well, as a workaround, I’ve enabled the Project Task entity for Resource Scheduling using the PSA OOB feature to make this happen. Enabling Project Task Entity for Resource Scheduling: To be able to schedule a Project Task on the Schedule Board, we must first expose the entity itself for this capability. Here’s how you do it – Navigate to Resource Scheduling once you are using PSA and then select Administration. Then, select Enable Resource Scheduling for Entities Then, look carefully that the only entities enabled are the Project and Work Order (Field Service) Now, you want to add Project Task entity so that you can directly use Project Task to schedule on the Board. Make sure you make your selection as per below and click on Publish Customization Once Published, Project Task will appear in the Enabled Entities list Scheduling on the Project Task on Schedule Board: Assume you have some Project Tasks to Schedule, you can simply use those as you would do for Project and Work Order and you can schedule in the usual way thus, achieving Scheduling on Project Tasks from WBS instead of the Project.

Scenario: On Customer Master page, an action button is created called Email customer, on click of the action button, an email has to be sent to the respective customer with attachment of the invoices in a .pdf format. Here, the report is saves as .pdf file. This report has a request page where Start Date and End date are entered by the user. Based on the date ranges, invoices generated for the particular user is mailed to the customer. Pre-requisites: Microsoft Dynamics NAV 2017 Steps: 1. Create a global function on the Customer master page to make a call to the codeunit. Here the Customer No. is passed as a parameter. 2. In the Function InvoiceMail, declare a parameter  CustNo. and the variables as follows: Here CustTempTable is a Temporary table The Code is added as follows: InvoiceMail(Custno : Code[20]) -Function Name SMTPMailSetup.GET; CustomerTable.RESET; CustomerTable.SETRANGE(“No.”,Custno); IF CustomerTable.FINDFIRST THEN BEGIN EmailID:=CustomerTable.”E-Mail”; CF_FTLCustomerInvoice.SETTABLEVIEW(CustomerTable); XmlParameters:=CF_FTLCustomerInvoice.RUNREQUESTPAGE(); CustTempTable.Parameters.CREATEOUTSTREAM(OStream,TEXTENCODING::UTF8); CustTempTable.Parameters.CREATEINSTREAM(IStream,TEXTENCODING::UTF8); REPORT.SAVEAS(50011,XmlParameters,REPORTFORMAT::Pdf,OStream); CLEAR(SMTPMail); SMTPMail.CreateMessage(”,SMTPMailSetup.”User ID”,EmailID,’Invoice Statement from CompanyName‘,”,TRUE); SMTPMail.AddAttachmentStream(IStream,’Customer Invoice’+ CustomerTable.Name+’.pdf’); SMTPMail.AppendBody(‘Hi ‘+CustomerTable.Name+’,’); SMTPMail.AppendBody(‘<br>’); SMTPMail.AppendBody(‘Please find attached your Customer Invoice statement’); SMTPMail.AppendBody(‘<HR>’); SMTPMail.AppendBody(‘This is a system generated mail. Please do not reply to this mail!’); SMTPMail.Send; MESSAGE(‘Mail sent to Customer %1’,Custno); END; Explaination of the code: 1. Set the SMTL Mail setup in the Role Tailored Client. Click on Apply Office 365 Server Settings. Add the Sender email (comapny email in my case) in User ID field and password of the email id in the Password field. 2. Store the Customer Email in the Email ID variable. 3. Pass the filters applied to the CustomerTable to the report variable CF_FTLCustomerInvoice. 4. Run the request page. The Run request page passes the request parameters in an xml format which is stored in a text variable XmlParameters. 5. Create an OutStream to save the the XmlParamters received in a File Parameters in a .xml format. 6. Create Instream to read the .xml file. 7. REPORT.SAVEAS(50011,XmlParameters,REPORTFORMAT::Pdf,OStream); saves the xmlparameters from the outsream in an pdf format. 8. Use SMTPMail.CreateMessage function to enter the sender’s and receipient’s  email, Subject  etc. 9. Add the attachement from the InputStream. 10. Draft a body of the email and Use SMTPMail.Send to Send the email. Yay.Email is Sent! Execution: 1.Click on Action button, Request page opens. 2. Enter the Start date and End date and click on OK. 3. An email is sent to the customer. Conclusion: Overview of the blog, first setup the SMTL Mail setup. Create an action button and create a function call. In the function defination, code as above and email is sent

Introduction: In this article, we will walk through steps on how to authenticate Business Central API using AAD Authentication in Postman Pre-Requisite: Business Central account Admin Access in Azure Portal Business Central API AAD authentication in Postman: In Postman, make a GET request to Business Central base API URL. Base URL: https://api.businesscentral.dynamics.com/v1.0/api/beta For using successful authentication, we need to add domain name or tenant ID Domain URL: https://api.businesscentral.dynamics.com/v1.0/myusersdomain.com/api/beta In Azure Active Directory, create a new Web API Type application registration. Sign On URL: https://www.getpostman.com/oauth2/callback Reply URL: https://www.getpostman.com/oauth2/callback Required Permission: Dynamics 365 (Note: If you are not able to find Dynamics 365 under the required permission, type Dynamics in Search bar on required permission section. Also, remember to Grant Permission to Application(requires Admin permission)) Under the Keys section, add new Key and Save. Copy the Generated Key as it will not be visible later. Now in Postman authorization tab, select OAuth 2.0 in Type. Provide following details Give a Token Name Call back URL: https://www.getpostman.com/oauth2/callback Auth URL: https://login.windows.net/myuserdomain.com/oauth2/authorize?resource=996def3d-b36c-4153-8607-a6fd3c01b89f Access Token URL: https://login.windows.net/myuserdomain.com/oauth2/token?resource=996def3d-b36c-4153-8607-a6fd3c01b89f Client ID: (Application ID of Azure Application) Client Secret Key: Paste the Key copied in step 2.d Grant Type: Authorization Code Untick Request Token locally Click Request Token and then Use Token. If the token is successfully generated, then you will see Authorization Code under Header section in Postman Now Click send.