Introduction: In recent deployments of Dynamics 365 Project Service Automation (PSA) V2 for customers, I’ve come to rely on the chargeability view as a way to modify a quotation and reach the appropriate pricing for a project. In V3, PSA has abandoned the chargeability view. But no need to worry, I will show you how to accomplish the same thing with customer pricing in PSA V3! Steps: Let’s take the example of a quotation I have prepared for the Rotary Club. They need CRM to be implemented. By default, the price list that gets tagged comes from the opportunity that we create or the one that we tag with the quotation. Let’s check the price of a developer in the default price list in the screenshot below. Here, the default price that it shows is $1,250. I built a quotation to the customer based on my default sales price list. Below is what it looks like. The quote now is $12,500 ($1250 x 10 quantity) for 10 hours of requirement gathering. After submitting the quotation to the customer, they came back with a request to reduce the pricing. Now how do we achieve this in V3 which lacks the chargeability view of V2? In V3 we will need to follow these steps: 1. Open the quote 2. Click on “Project Price Lists” as shown in the below image: 3. Click on Create Custom Pricing and PSA creates a custom price list for the quote where you can store the negotiated price like you used to do in chargeability view. 4. Open the price list by clicking on it. There you can navigate to role prices. Select the line on which you want to update the price and click on the edit button that comes up in the header of the grid. Then you can proceed to update the prices based on what you have negotiated. To post the updated prices, click on the activate button. The sequence is shown in the image below. Overall, the process tends to be pretty intuitive. 5. Navigate back the Quote line and follow one more final step: If you open the Quote line details to see if the prices have been updated, you will see that the prices are still the same as the old entries. In order to reflect the new updated roll prices, open the line, go to remove the roll, and re-enter the roll to fetch the updated price. The updated quote with the updated price looks like this: And with that, you have achieved the functionality. Conclusion: Microsoft Dynamics 365 for Project Service Automation enables companies to deliver projects more productively and profitably with higher client satisfaction. Even though PSA V3 has eliminated the chargeability view, it is still possible to access the view in a much simpler way.

There are two ways you can expand/collapse row headers in matrix visualization. First one is through the Right-click menu. You will see options to expand/Collapse the specific record or row you clicked on, entire level or all down to the very last level of the hierarchy. In exactly same way you can collapse row headers as well. Right- Click -> Expand/Collapse Also, you can add +/- buttons to the row headers through the formatting pane under the row headers card. By default, the icons will match the formatting of the row header. Additionally, you can format it with the color and size. Once you have turned on the icons, it will work similarly to the icons of drill-down.

Introduction: This blog explains how to set a default chart in a view’s Chart Pane Scenario: We have created custom chart on order named as Order by printing status. We want this chart should get open when user click on charts pane Steps: Go to Customization –> Order –> Charts. Click on More Actions –> Export Chart. .xml file will get download. Open that file with notepad. Search isdefault and set its value to true. Save Click on More Actions –> Import Chart Import the customized chart. Replace and Import Chart. Publish Customization. Now you can see that chart as default chart.

Introduction: This blog explains How to Update field value based on the current stage of Business Process Flow. How to Trigger workflow when Business Process Flow is finished. PART A: Scenario: We have a custom Business Process Flow with 4 stages on Order entity. Whenever user changes the stage of Business Process Flow status field is updated. (we have created custom status field named as printing status). Steps to be followed: 1. Create Real time Workflow on Business Process Flow Entity. 2. Trigger workflow on Process Changes: 3. Add Step –> Update Record. Update the field value with active BPF stage. 4. Create another real time workflow on Order entity. 5. Trigger on Record Field Change and select the field where you are updating the stage value. 6. Add Step –> Check Condition and Update the field value.  (check the stage field value and update the status accordingly ) For example first stage in BPF is waiting for jersey then we will check if Current stage is equal to waiting for jersey then update the printing status to waiting for jersey. Complete Workflow: PART B: How to Trigger workflow when Business Process Flow is finished. Scenario: Update the Order Status to fulfilled  when Business Process Flow is finished. Steps to be followed: 1. Create a Real time and on demand workflow on Order entity. 2. Add Step -> Change Status to complete 3. Activate the workflow. 4. Go to Business Process flow which you are using and perform the below steps: a. Drag and Drop the workflow in Global Workflow. b. Trigger the workflow on when process is completed and select the workflow which you have created. (you will only see on demand workflows)

Introduction: This blog explains an alternative approach to Activate an Order in UCI. Scenario: We are using Prospect to Cash solution to integrate Sales Order from Sales to Operations (CRM To Operations). In UCI Activate Order button is not working which is used for Order Integration. In this blog we will see an alternative approach to achieve this. Pre-Requisites:    D365 Sales    Microsoft Flow Steps to be followed: Dynamics 365 – 1. Create Custom “Activate Order” button in UCI. 2. Add below JavaScript code which will trigger on Click of “Activate Order” Button. (This code will take the Order Guid and pass it to the http post request) Refer this blog to understand more about HTTP Post Request using Microsoft Flows: https://www.cloudfronts.com/http-post-requests-using-microsoft-flows/ // JavaScript source code CallMSFlowsToActivateOrder: function () { var entityGuid = Xrm.Page.data.entity.getId(); entityGuid = entityGuid.replace(“{“, “”).replace(“}”, “”); var data = JSON.stringify({ “OrderID”: entityGuid }); var xhr = new XMLHttpRequest(); xhr.withCredentials = true; xhr.addEventListener(“readystatechange”, function () { if (this.readyState === 4) { console.log(this.responseText); } }); var xhr = new XMLHttpRequest(); xhr.open(“POST”, “URL Created From MS Flow”, true); xhr.setRequestHeader(‘Content-Type’, ‘application/json’); xhr.send(JSON.stringify({ “OrderID”: entityGuid })); } Microsoft Flow: 1. Create Flow from Blank. 2. Select the Http request is received trigger. 3. Add below in Request body JSON Schema 4. Add Get Record Trigger of Dynamics 365. In Item identifier pass the OrderId from the Dynamic Content. 5. List all related Sales Order Product of that Order. 6. Add apply to each control and update the value of Order is Active field. 7. Update the Processing state field of Order entity. Overall Flow:

Introduction: This blog details steps for Run Report button in UCI Form via Web Browser in D365 Sales. Scenario: Client requires Run Report button in UCI Form for Order Entity in D365 Sales Steps: Below are steps to be performed for enabling Report button on Order Entity Create WebResource with below javascript function. Create a button on Form and call function “PrintSalesOrderDetails”. Conclusion: Hope this blog helps you to run report in UCI browser.

Introduction: In this article, we will learn how to set a default dashboard when you login to Power BI Service. Default Dashboard is termed as ‘Featured Dashboard’ in Power BI. Steps for configuring featured dashboard: Login to Power BI Service Open the Dashboard you need to display when you open Power BI Service. Click ‘Set as featured’ on the top navigation bar of your dashboard. A Pop-up window will appear for confirmation. Click on ‘Set as featured dashboard’ button. 1

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!!