Introduction: In the current 8.2 version of D365 PSA, we can only Hard Book a Resource from the Project Team Member View whereas in the v9.0, we can Soft Book from the Project Team Member View from with a few extra clicks. v8.2 – Current There is a button called Hard Book which lets you Hard Book the resource selected as shown below Then, you can plainly Hard Book the resource. v9.0 There is a generic option called as Book in the Project Team Member Associated View On clicking the same, a separate window opens with the selected Resource to Book them Conclusion Soft Booking from Project Team Members Associated View is not possible in v8.2 but is possible in the v9.0 version.

Introduction: You can use alert features in Office 365 to view and manage alerts for your Office 365 organization, including managing advanced alerts as part of Advanced Security Management. Advanced Security Management is available with Office 365 Enterprise E5, if your organization is using another Office 365 subscription, Advanced Security Management can be purchased as an add-on. After purchasing this add-on, you will be able to see Manages Advance Alerts under Alerts in office 365 security and compliance. In Office 365 Security & Compliance, go to Alerts > Manage advance alerts. Choose Go to Advance Security Management.In Advance Security Management portal, you can: Define policies and set up alerts and actions. Know about cloud usage across your organization through reports. Manage third party apps that people in your organization are using with Office 365. Create a new activity policy: From the Control menu of Advance Security management portal, select Policies. Click Create policy, and then select Activity policy. On the Create activity policypage, type the Policy name and Description. You can base a new policy on one of the default templates, if you like, by choosing one in the Policy template drop-down menu. Choose a policy severity and category for this policy. This can help you filter and sort alerts that have been triggered. Choose Activity filtersto set up other actions that will trigger an alert based on this policy. Check Create alert to receive notifications from this policy. Choose Actionsthat should be taken when an alert is triggered to suspend the user or require the user to sign in again to Office 365. When an activity matches a policy, alerts will be generate and notification will be sent to the mail ID enabled for getting alerts (see below screen shot) Email will be coming from this mail id. You can also receive SMS, for the same you must provide contact number. After you got the email notification, you can also view the details and take necessary actions on alert in Portal. You will able to see all the alerts under Alert By clicking on Alert which you got, you can see the details, activity log and take necessary actions on the alert. Conclusion: It is a good practice to set advance alerts which helps in monitoring the user activities by getting alert notifications.  

Introduction: In this blog article, we will see how we can increase simultaneous remote logins for multiple users to a remote connection. This will create different sessions for each login. It is important that we don’t increase simultaneous connection more then required as performance can decrease due to more resource demand for each login. Steps: Run -> gpedit.msc -> enter Administrative Templates -> windows Component -> Remote Desktop Services -> remote desktop session host -> connections Go to Restrict Remote Desktop Services users to a single Remote Desktop Services Session Select Disabled. Click OK Go to Limit number of connections. Select Enabled. Change ‘RD Maximum connections allowed’ to the desired connection allowed.   This will enable 2 simultaneous logins for Remote connection. In case Remote Desktop session host is not installed maximum connections allowed for remote login is 2.

Introduction: The field properties pane allows you to change the name and description of a field from your fields list. Responsive slicers are the latest update to responsive visuals work. Responsive slicers: Responsive slicers are the latest update to responsive visuals work. With responsive slicers, you can resize them to a variety of different sizes and shapes, from horizontal to square to vertical, and the vales in the slicer rearrange themselves as you do. You can make both horizontal slicers and date and range slicers responsive. As with all our responsive visuals, the benefits are best seen when you use them on the Power BI mobile apps as well, since they resize automatically to fit well on all platforms. Field properties pane and field descriptions: The field properties pane allows you to change the name and description of a field from your fields list. You can access this pane by selecting Properties from the field menu. In the pane, you’ll be able to rename the field and give it a description. Once, you give a field a description, you can see if anytime by hovering over the field in the list. If you have multiple people editing your reports, this is a great way for everyone to understand what fields they should use and how measures are being calculated.  

In NAV 2017, Microsoft have added new field in Sales Area i.e. Work Description, which help users to add details about the Sales Quote and which gets copied over to Sales Invoice. This is the important field for the Sales people to give special instructions which can be used for Production if the goods are to be produced or for Stores department or Dispatch department for trading goods. The field is used to stored detailed information about the Order. There is no limitation on number of characters and it gets copied over to Posted Sales Invoice. It is a small feature in the system introduced in NAV 2017 but can be very useful.

Introduction: Narratives for Power BI is a product that automatically delivers dynamic narratives that explain the insights within your data. No more manually writing explanations and spending time interpreting data. Instead, the narratives, which are powered by advanced analytics, are perceptive and dynamic and explain what is most interesting and important in your data. Drill down deeper into your data and watch narratives update in real-time during the data discovery process Steps: Go to powerbi.narrativescience.com and enter your business email id.  A link for downloading the extension and installation instructions will be mailed to you A pibiviz file will be downloaded on downloading the extension. A pbiviz file is nothing but a custom visual which can be imported in Power BI Desktop. Import the file on Power BI Desktop Benefits: Automated Narratives generated that give more detailed insights about the report which may not even be obvious Real time update on interaction with data Many customization options to personalize your narrative Click on Narrative and select Dimensions and Values based on which Narratives will be generated. After selecting the fields you will have to select your narrative type. Discrete: For distinct data like that in Bar Charts Continuous: For continuous data like that in Line Charts Percent of Whole: For data by percentage like Pie Charts Scatterplot: For data based on scatterplot like Charts A narrative gets generated It also changes on real time interaction The type structure and verbosity can be customized in the Format Pane Type Can be Discrete, Continuous, Percent of Whole or Scatterplot. Structure can be either in Paragraph format or Bullet Points. Verbosity the level of information displayed. Low verbosity would show less detailed narrative with high level information while High verbosity would show a very detailed narrative. Medium verbosity would be a midway between both. I hope this blog encourages you to use this powerful extension to improve your reports by making it as detailed as possible with minimalistic efforts!  

Introduction: The purpose of this article is to help fellow entrepreneurs and sales managers leverage the power of Office 365 and Dynamics 365 to manage and build their sales pipeline with a few easy steps. In this article, we focus on utilizing Business Process Flows on Opportunities in Dynamics 365 and Triggering Email Notifications to team members. Step 1 – Enable the Out of the box Opportunity Sales Process In case you are not using Business Process Flows, please start using it. For a growing Sales team, using Business Process Flows on Opportunities enables a methodical approach to your pipeline management. When you enable the out of the box Opportunity Sales Process, you will see the following Process Flow appear on your Opportunities – The above Business Process Flow has 4 stages – Qualify, Develop, Propose and Close. You can move your Opportunity through each of the stages as you make progress. When the Opportunity reaches the proposal stage, we mark the Present Proposal check box as ‘complete’ as per below – We also ensure that we save the proposal on the Opportunity at that point – Step 2 – Send Email Notification to Project Delivery Manager on Proposal Complete When a proposal is sent to the Customer, we trigger a workflow notification to our HR and Delivery Managers. The Workflow email looks something like this – The above email serves as a reminder to our Delivery Manager that a new Project might be coming their way soon. It also informs our HR Manager, so they can look at our PowerBI Resource Allocation Dashboards to understand staffing and hiring needs. In addition, we also include the URL to the Opportunity, so our Delivery Manager can look at the Opportunity and even the proposal that we attached to the Opportunity. Finally, when an Opportunity is Won, we send a similar workflow email. Hence the ‘Propose’ stage email provides our Delivery Manager with some preparation time to ensure we are ready for Kick off when we Win the Opportunity.  Step 3 – Just do it. Yes, this step is same as in my previous article. Get in the habit of doing this and it will help close the communication loop from Sales to Delivery to HR, thus helping your organization meet its commitments. Remember… ‘Sales cures all.’ Let’s take care of that sales pipeline.’ You can always email me at AShah@CloudFronts.com to discuss your sales processes and technology adoption. In the coming articles, I will continue to focus on efficient ways to build and manage your sales pipeline and how this ties into one of the most important KPIs for running your professional services business.

Introduction: Missing Registration For Location Error Can come when we are trying to publish the web application on azure from Visual studio. Solution: There are many blogs which says updating your  visual studio or Upgrading Azure SDK will resolve your problem but this solutions did not work for me. So I used alternative approach for publishing. Steps: Publish your web application using visual studio. It gives this  error. but It creates App Service Plan and App Service in Azure.  sign in to portal.azure.com Select the App Service which you have created. Click on Get Publish Profile. Now Again Go to Visual studio and Publish. This time while publishing select Import. Select the file which you have downloaded from azure. Click Ok. Click On Publish. 10. Your Application will get Publish. I hope this solve your issue also.

Introduction: This blog explains how to Integrate PowerApps with Dynamics 365. Keep the following restrictions in mind: Only PowerApps users in the same tenant can access the embedded app. To access PowerApps using Internet Explorer 11, you must turn off Compatibility View. Steps to be followed: In powerapps.com, on the Apps tab, click or tap the ellipsis ( . . . ), then Details. Copy the App ID. Substitute the [App ID]value in the URI.: https://web.powerapps.com/webplayer/iframeapp?hideNavBar=true&source=iframe&appId=/providers/Microsoft.PowerApps/apps/579938ff-e1a0-4891-a8b9-8d69c103fd84 Embed your app in a website: Embedding your app is now as simple as adding the iframe to the HTML code for your site.http://<iframe width=”[W]” height=”[H]” src=”https://web.powerapps.com/webplayer/iframeapp?hideNavBar=true& source=website&screenColor=rgba(165,34,55,1)&appId=/providers/Microsoft.PowerApps/apps/[AppID]”/> To add PowerApp inside CRM  as web resource: Keep the following points in mind for authenticating users of your app: If your website uses Azure Active Directory (AAD) based authentication, no additional sign-in is required. If your website uses any other sign-in mechanism or is not authenticated, your users see a sign-in prompt on the iframe. After they sign-in, they will be able to run the app as long as the author of the app has shared it with them Steps: Specify the width and height for App. Specify the app id. Sample HTML code: <!DOCTYPE html> <html>  <head> <title>HTML Iframes</title> </head> <body> <p>App Goes here…</p> <iframe width=”250″ height=”250″ src=”https://web.powerapps.com/webplayer/iframeapp?hideNavBar=true&source=website&screenColor=rgba(165,34,55,1)&appId=/providers/Microsoft.PowerApps/apps/579938ff-e1a0-4891-a8b9-8d69c103fd84″ /> </body> </html>  

Overview: In this blog we will see how we can prepopulate lookup and dropdown (option set) fields on an Entity form in D365 CRM Portals using JS. Pre-Requisites: D365 CRM Portals D365 CRM Environment Introduction We know that if we want to prepopulate a lookup or a dropdown field on a form in CRM Portals the best method is to use Entity Form Metadata. But there is an alternative way to prepopulate the Lookup and dropdown (Option set) fields on an Entity form in D365 CRM Portals using JS. Scenario: To implement the functionality of prepopulating a lookup field we will be using the account lookup field on the CRM entity form based on the value entered in the contact field for a created opportunity in the partner portal. For the prepopulating the dropdown field we will be using the opportunity status field. Process: First of most we will see how to prepopulate the lookup field on the entity form based on the value entered in another field. As mentioned in the above scenario we need to prepopulate an account field on an opportunity form based on the value present in the contact field. To insert a value into a lookup field using JS(jquery) we need the following information as mentioned below. The field value to be displayed. For eg. Account full name. The GUID if the record to be displayed. For eg. GUID of the account record. The logical name of the entity. For eg. Logical name of the account entity. Now we will see how to get these details form the existing information we have on the opportunity form. When we open an opportunity record, on the details page in the URL section we get the id of the opportunity record as shown below We will insert this id into the fetch xml using liquid template to obtain details of the contact related to the following opportunity record as shown below. As shown above we have used the opportunity id in the fetchxml to get the contact details. Once we have obtained the contact details from which we will be using the contact name value in the next fetchxml to get the related account information. In the following below shown fetchxml we will get the value and the id of the account record to be inserted. Once we get the account record details we will write the jquery in the following manner to insert the value into the lookup field. Jquery syntax: <script> $(“form_attributeid_name”).val(“record_value”); $(“form_attributeid”).val(“record_GUID”); $(“form_attributeid_entityname”).val(“entity_logicalname”); </script> Once we publish the liquid code we will see that the account field on the opportunity form is prepopulated with the value related to the value present in the contact field. For prepopulating the dropdown(option set) field we need the option set value of the record to be displayed. To set the value in the option set we will write the following jquery. $(form_attributeid).val(“attribute_optionsetvalue”); Hope you all find this blog helpful. Happy coding in CRM portals.