Introduction: This blog explains how to filter Generic Type Bookable Resource on Schedule Board. Pre-requisite: Latest Field Service Solution of D365. Procedure: 1. Open Schedule Board, Field Service → Schedule Board.   As highlighted below there is no option to select Generic Type Bookable Resource in Filter Section. 2. Click Options → Selected Resources 3. Select Generic in Resource Types drop down as shown below. 4. Select Bookable Resources as per need. 5. Bookable Resource are shown in Schedule Board of type Generic. Conclusion: This blog explains how to filter Generic Type Bookable Resource on Schedule Board.  

Problem Statement: We often have requirements to perform some action based on certain security role. For ex., we only want System Administrator to delete particular record, and no one else should delete irrespective of their security access. There are many ways to achieve this, but many of the times the solution is not foolproof Incorrect/ Misguided Solution: Generally developers achieve the above requirement by using plugin with below steps: Get User ID from the plugin context. Get all the roles of the user Loop and check if any of the role name is “System Administrator”. If Step 3 is true, then allow delete, else restrict delete This solution works most of the time, but this won’t work if the client is using any other language than English in CRM. Since role names are customized based on language, the above plugin won’t find any user with the System Administrator name of the role. Solution: For language proof solution, we must use the role template lookup on the Role entity. For OOB security roles, there is a role template GUID which does not change based on environment. For System Administrator, the Role Template ID is “627090FF-40A3-4053-8790-584EDC5BE201” The following code will get the System Administrator properly. You can find the sample plugin on my GitHub as well. public bool HasAdminRole(Guid systemUserId) {             Guid AdminRoleTemplateId = new Guid(“627090FF-40A3-4053-8790-584EDC5BE201”);             QueryExpression query = new QueryExpression(“role”);             query.Criteria.AddCondition(“roletemplateid”, ConditionOperator.Equal, AdminRoleTemplateId);             LinkEntity link = query.AddLink(“systemuserroles”, “roleid”, “roleid”);             link.LinkCriteria.AddCondition(“systemuserid”, ConditionOperator.Equal, systemUserId);             return service.RetrieveMultiple(query).Entities.Count > 0; } Note: This can be done for other OOB roles as well like Sales Manager, Sales Person, etc. For custom roles, the role template Id is empty. If the custom roles are created by you, then you can used the Role Id (Unique GUID of Role entity) for querying instead of names.

In this blog article, we will see how we can invoke web service call for a third-party application in Dynamics 365 for Finance and Operations, Enterprise Edition using X++. In this blog we will Consider Service Order Entity as source passing Service Order values to a third party application on Service Order creation using web service endpoint url. Create a SMAServiceOrderTable Table post Insert event. /// <summary> /// Post insert passing Service Order values and URL to invoke Web service /// </summary> /// <param name=”sender”></param> /// <param name=”e”></param> [DataEventHandler(tableStr(SMAServiceOrderTable), DataEventType::Inserted)] public static void SMAServiceOrderTable_onInserted(Common sender, DataEventArgs e) {         SMAServiceOrderTable serviceOrderTable;         serviceOrdertable = sender as SMAServiceOrderTable;         String15 SOstatus = enum2Str(serviceOrderTable.Progress);                 //parmvalue stores Service Order values in container   container parmvalue = [“‘CustAccount’:'”+serviceOrderTable.CustAccount+”‘”,”‘ServiceOrderId’:'”+serviceOrderTable.ServiceOrderId+”‘”,”‘CurrencyCode’:’US Dollar'”,”‘SOStatus’:'”+SOstatus+”‘”,”‘ProjId’:'”+serviceOrderTable.ProjId+”‘”,”‘CFSCRMWorkOrderNo’:'”+serviceOrderTable.CFSCRMWorkOrderNo+”‘”]; new WebService().sendrecord(“<<webservice url>>”,parmvalue); } Create a class which calls the web service. Class WebService { public void sendrecord(String255 endpointurl,container arryI)     {         str                             url;         str                             postData;         str                             returnValue;         System.Net.HttpWebRequest       request;         System.Net.HttpWebResponse      response;         System.Byte[]                   byteArray;         System.IO.Stream                dataStream;         System.IO.StreamReader          streamReader;         System.Net.ServicePoint         servicePoint;         System.Net.ServicePointManager  servicePointManager;         CLRObject                       clrObj;         System.Text.Encoding            utf8;         Counter  countCounter;         ;         //generate postdata in json format         postData = “{“;         for(countCounter= 1;countCounter<= conlen(arryI);countCounter++)         {             postData = postData+conpeek(arryI,countCounter)+”,”;                    info(strFmt(“%1″,postData));         }         postData = postData+”}”;                new InteropPermission(InteropKind::ClrInterop).assert();         url = endpointurl;         clrObj = System.Net.WebRequest::Create(url);    System.Net.ServicePointManager::set_Expect100Continue(false);         request = clrObj;         request.set_Method(“POST”);         utf8 = System.Text.Encoding::get_UTF8();         byteArray = utf8.GetBytes(postData);         request.set_ContentType(“application/json”);        request.set_ContentLength(byteArray.get_Length());         dataStream = request.GetRequestStream();         dataStream.Write(byteArray, 0, byteArray.get_Length());         dataStream.Close(); } } Let me know your reviews. I will soon come up with more articles, as I further explore D365 Operations.

Introduction: One of regular CRM user suddenly start getting error “The use does not have read permission to a secure field. The requested operation could not be completed”. As it clearly visible that the error is coming due to the security issue. But after checking the permission we did not find any issue in the security role. Since it was working earlier it was not known why it is not working now. But someone has imported a modified solution in production instance. Then, we checked and found that a new field security profiles were created, since this particular user was not the member of list, so he was not able to read the record. You need to make sure that you have added user/users into this list whom you want to read/create/update a particular field. Once you have added the user you will able to read/update/create the value of a particular field. Hope this helps you to resolve the security profile issue.

Introduction: In this article, I will be giving the procedure to call an External API from Microsoft Dynamics NAV. The external API which I am going to call from Microsoft Dynamics NAV is ‘TIBCO Cloud Integration’ as I want to perform real-time integration between Dynamics NAV and Dynamics CRM. Pre-Requisites: 1. Microsoft Dynamics NAV 2. External API which will be called i.e. in this scenario, TIBCO Cloud Integration Mapping. Procedure: JSON syntax will be used for storing and exchanging data from Microsoft Dynamics NAV. I have created the following variables: ‘StringBuilder’ of datatype: DotNet and Subtype: System.Text.StringBuilder.’mscorlib’ ‘StringWriter’ of datatype: DotNet and Subtype: System.IO.StringWriter.’mscorlib’ ‘String Reader’ of datatype: DotNet and Subtype: System.IO.StringReader.’mscorlib’ ‘Json’ of datatype: DotNet and Subtype: System.String.’mscorlib, Version=4.0.0.0, Culture=neutral, PublicKeyToken=***’ ‘JsonTextWriter’ of datatype ‘DotNet’ and Subtype: Newtonsoft.Json.JsonTextWriter.’Newtonsoft.Json, Version=6.0.0.0, Culture=neutral, PublicKeyToken=***’ ‘JsonTextReader’ of datatype ‘DotNet’ and subtype: Newtonsoft.Json.JsonTextReader.’Newtonsoft.Json, Version=6.0.0.0, Culture=neutral, PublicKeyToken=***’ I have created a function ‘Initialize’ which upon calling will initialize StringBuilder, StringWriter and JsonTextWriter variables as below: StringBuilder := StringBuilder.StringBuilder; StringWriter := StringWriter.StringWriter(StringBuilder); JsonTextWriter := JsonTextWriter.JsonTextWriter(StringWriter); I have created a function ‘StartJson’ where I am calling the ‘Initialize’ variables function and then calling the ‘WriteStartObject’ of JsonTextWriter DotNet variable. Now create a function ‘AddToJson’ which accepts two parameters as below: The first parameter accepts the name of the Scribe field mapping   i.e. name of the External API field mapping. The second parameter is the field value which is passed from Microsoft Dynamics NAV. Create another function ‘EndJson’ and call the ‘WriteEndObject’ as below:       JsonTextWriter.WriteEndObject; Create a function ‘GetJson’ where the JSon content is converted ToString.       JSon := StringBuilder.ToString; Next I have created a function ‘UploadJSon’ which will upload and POST the parameter values from Dynamics NAV. The UploadJson has the following parameters: The Subtype of DotNet variable ‘String’ is ‘System.String.’mscorlib, Version=2.0.0.0, Culture=neutral, PublicKeyToken=***’ WebServiceURL is the URL which will be called, in this case I will be passing the Scribe map URL which will be hit on a particular condition to perform real time integration. I have created two local variables for the UploadJson function as below: ‘HttpWebRequest’ variable of DotNet DataType and SubType : System.Net.HttpWebRequest.’System, Version=2.0.0.0, Culture=neutral, PublicKeyToken=***’ ‘HttpWebResponse’ variable of DotNet DataType and Subtype: System.Net.WebResponse.’System, Version=2.0.0.0, Culture=neutral, PublicKeyToken=***’ The following code is written in the UploadJson function: The CreateWebRequest, SetRequestStream, DoWebRequest and GetResponseStream functions are as below: The CreateWebRequest accepts two parameters from which the second parameter is the HTTP request method i.e. ‘POST’ or ‘GET’. I have used ‘POST’ as this method submits data to be processed by a specified resource. You can set the timeout required during which the External API should be called. Now in my codeunit’s OnRun() function I have written the following code so that the External API URL i.e. Scribe map is hit and the real time integration between NAV and CRM takes place. I am passing five field values from Dynamics NAV. Note: AddToJSon(‘Car_Stage’,CarStageGlobal) where ‘Car_Stage’ is the name of the Scribe field mapping and ‘CarStageGlobal’ is the NAV field value. I have passed the Scribe map URL to UploadJson function and the Json DotNet variable. Conclusion: In this way, an External API can be called from Dynamics NAV. The External API URL i.e. Scribe map URL in this case is hit within seconds and real-time integration is performed quickly. The field values changed in Dynamics NAV are immediately reflected in Dynamics CRM.

Overview: Connection entities provision an easy way to connect and describe relationships between two records in D365 CRM. This is supported across most Entity types in Dynamics 365. Some of the features of Connection entities are as follows: All Business and Custom entities can be enabled for Connections. Provision to add descriptive information between the relationship between the 2 records. Enabling Connections for an Entity: In my example below, I’ll enable Connections for 2 custom entities – I have a custom entity called Family Members and have these records details of Family Members like their blood groups and medical history. This entity is a child entity of another customer entity called Patient. Connections must be enabled for this custom entity at the entity level as shown below: Connections need to be enabled on both entities between which connection is to be made. Once Connections have been enabled, navigate to the record and navigate to the related records, you’ll see Connections is now available. Connection Roles: Connection Roles are the description that defines in what way is record A related to record B. Connection Roles can be added to a Solution or even created as below: In a solution, look for Connection Roles on the left hand menu Then, create a Connection (Existing ones in an Unmanaged Solution can be added as well) I am creating a new Connection Role by the name Father and I’ve enabled the same only for Patient entity. and Family Member After saving the record, I’ll create a Matching Connection Role to the role Father I just created. Now, I’ll create a matching Role called as Son Now, the two roles have been created which match each other Associating Records: Once my Connections have been enabled on source (connection from entity) and target (connection to entity), I’ll associate the two records as follows: I will navigate to the Family Member entity I created above and will associate a record with a record to Patient entity. This way, I can derive what is the relation between the family member and the patient. In the Connection Associated View above, I’ll associate the Family Member Gary to the Patient. So I’ll select To Another in the connection menu as shown in #1 above. Then, find the Patient Alexander James which I created in the Connect To tab as shown below. And then I relate the current record to the target record as the Father. Note: As soon as Father was selected in the Connected To tab, the Details tab auto-filled Son as it was the only role associated with the Father when we created Connection Roles in above section in this blog. In case there are multiple Connection Roles associated with one Role, the Details section’s As This Role field will be empty for you to select the related role from. And the record is saved as below. Likewise, a record can be connected to multiple other records as well. Retrieving Connections: Connections are useful if you want to draw reports, graphs or charts.

Introduction: This blog explains you setup of gift card in Dynamics 365 retail, which can be issue and redeem in store. In POS gift card can be use as payment tender. Just like loyalty Card Casher can check the balance, he can add balance (Money) to the gift card and issue the gift card from POS. Before you setup gift card in Dynamics 365 retail, you should Set up a retail service product to represent gift cards. If cards have bar codes, make sure that the correct bar codes are associated with the gift card product. Let’s begin. Step 1: Open the Dynamics 365. Go to the Retail and Commerce > Headquarter setup > Parameter > retail parameter Click on Posting. Step 2: In the Gift card product field, select the gift card product. This this case “9999” is gift card product No. you can select your gift card no. Gift Card Company: the legal entity that holds the liability for gift cards. In the Journal field, enter the name of the journal to use when intercompany journal entries are created. Journal entries are creating during the statement posting process. In the Serial number templates fields, enter the start date, end date, and gift card numbering template to use when generating electronic gift cards. If the gift card template doesn’t expire, leave the End date field blank. Conclusion: By following above steps you can setup gift card in Dynamics 365 retail.  

Introduction: This article focuses on to creating a batch to run everyday to check for employee’s visa expiry date. If the visa expires in a month an email notification is sent to the HR Manager about the visa expiry of the respective employee. Pre-requisites: Microsoft Dynamics NAV 2017 Steps: Create a new codeunit with id and name. Set up the SMTP mail setup in NAV. 3. In the Globals (Ctrl+G),create a record for employee table. 4. Create a function and call it on run. 5. Here in the above code calculate the previous months date of the visa expiry date and if the the date is today then an email is send using smtp mail 6. Create a job queue to run every day. Set the start time and end time. 7. An email is sent if today’s date is the previous month date of visa expiry.  

Introduction: Have you ever wondered what happens to the user owned records in CRM when the user itself is deleted from CRM? Will the records get deleted? Or Will it be assigned to some other user? What will happen to the existing system jobs? Let us see in the below example. Description: Suppose there is a user named “Somesh Siripuram” and this user has its own account records. The owner of this records is “Somesh Siripuram”. Now the user is being deleted from the admin portal and no longer has access to Office 365 and CRM. Login with system administrator and check for the deleted user. The user will be listed in “Disabled User” view. When you open the user the email address and the user name of the user will be changed and some number appears Now, it’s time to check the deleted user owned records Thus, we can see that records neither gets deleted nor the owner of the records get changed. Manual assigning of records to another user is required. Other effects: Waiting jobs will remain as waiting until it is cancelled. New system jobs (where workflow owner equals to disabled user) will fail. You need to change the owner manually, they are not auto assigned to system  

Package configurations is very important to achieve flexibility SSIS package, easy configurations allow used to changes and reuse the solutions in different environment with them customize settings and rules. SSIS package supports different types of configurations, these package configurations is also depended on deployment model. In this blog we will discuss about the Project Parameter configuration using the Project Deployment model. Let’s make the SSIS package Solution to Project Deployment model. Right Click on the SSISProject Solution Name, Click Project Deployment Model. Follow the Wizard: Click Next: This will provide you list of packages that you need to convert, then click next. Next will be setting up the protection Layer for the Package: Then Click on Next and then it will convert your Solution to Project Deployment model. Project Deployment Model allows you to configure the package at project level, it groups the Package configurations together that allows user to easily configure Parameter.