Introduction: The tablet app for Dynamics CRM have limits that allows only number of fields, tab and grid that can be view on form. The current limitation are as below, 75 fields 10 Grids 5 Tabs Description: This limitation is put to increase the performance of CRM while using on phone or tables but what If you are using CRM online and you have more than 75 fields on the form than you will not be able to see the fields which falls after that on tablets. Similarly, if you have more than 5 tabs than you will able see only first 5 tab in the tablets. Solution: CRM includes organization settings that can increase these limits. These changes cannot be done directly. You can change these settings using the OrgDBOrgSettings tool, available with any update rollup download. You can download the tool from given link: https://orgdborgsettings.codeplex.com/ You need to import the managed solution into the CRM and Once the import is successful you will able to see the solution. Open the solution and you will able to see the organization setting cannot be changes directly We will change the setting for the for the tablet setting as shown below You can change the setting as below Max fields =500 Max grids=50 Tabs=50 Hope this helps, while designing tablets forms  

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. I use the Outlook Web Application (OWA) for my O365 email access. I also have CRM open in another tab and usually toggle between CRM and email. There are several email conversations that happen with existing customers or partners that I would like to quickly track as a Lead in CRM. I might not know the timeline or even the budget, but I know since it is an existing customer/partner, this would be a good lead. The disadvantage of not tracking these potential opportunities is that after a while you tend to forget to follow up! In this article, we focus on leveraging the D365 App for Outlook to convert emails into Leads which then feeds into our Sales Pipeline. Step 1 – Hit that “D” hard D365 now has a cool new logo (not a logo, may be an icon?). Anyways, once you install D365 App for Outlook, you will see this logo next to any email you have received. Below is an email I received this morning from our partner, on a potential opportunity – Step 2 – Track the Email and Create a Lead! Once you ‘hit the D’. you get to this window, where you would ‘Track’ that email. I already have Andy Neal as a contact in my system, so the app gets me all that info right in my email window! Once you track the email, you will get an option to set the regarding option. On this screen, select New and select Lead – Finally, enter the details for your Lead and close the window or open that Lead right from your email! Step 3 – Just do it. Yes, this step is same as in my previous article. Get in the habit of doing this and you will see a good lead pipeline that you can work through daily and increase your conversion rates. 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.

Dynamics NAV 2017 gives the possibility to define own product attributes (e.g. colour or size) and assign them to the corresponding item, so the user can refine and structure his article range much better. Till NAV 2016 Item Categories were a simple List Where we can specify the Categories and some other default parameters but in NAV 2017 user can specify attributes in the Item categories. 1. In the Global Search, search for Item Categories. 2. User can define attributes in Item categories. 3. An Attribute assigned to the Parent will automatically get assigned to the Child Item Categories. Item categories also ensure a better hierarchical structuring of the items. While the previous version of the ERP system only offered one main and one hierarchical level, the Dynamics NAV 2017 version will enable multiple hierarchy levels to be added to the main hierarchy level, which can be defined specifically and in multiple languages. Items can be accordingly allocated to the respective categories. This feature ensures consistency across related items, saving considerable amounts of time during allocation.

Problem Statement: User Syncs data in Field Service Mobile App for first time a large data transfer happens and it takes a long time may be around hours depending on data in D365 Field Service. This blog will explain how to filter data been stored in Mobile and save time for data transfer while syncing. Solution: Below are steps to filter data explained with scenario for displaying only Work Order assigned to Login User. 1. Select “Work Order” Entity and click button “Sync Filter” as highlighted in below screenshot 2. Click “Add Condition” button as shown below 3. Click “Save & Close” button after conditions are developed. 4. Publish Solution. Conclusion: Sync Filter saves data stored in Mobile and time for syncing. We need to create Sync Filter for all business entities.  

In this blog article, I will explain you how to develop and deploy an OLAP Cube. This article is help to learn creation of OLAP Cube in SSAS. An OLAP cube is a technology that stores data in an optimized way to provide a quick response to various types of complex queries by using dimensions and measures. Step 1: Start Analysis Project Click on File -> New -> Project -> Business Intelligence -> Select Analysis Service -> Analysis Services Multidimensional and Data Mining -> specify name for the project -> click Ok. Step 2: Creating Data Source In Solution Explorer, right click on Data Source -> Click on New Data Source -> click Next -> click on New button. For Creating a new connection: 1)  Specify Your SQL Server Name 2)  Select the log on option 3)  Select the database name from the server Then click on Next -> Next -> Assign name for Data Source  -> Finish. Step 3: Creating Data Source View In the Solution Explorer, Right Click on Data Source View -> Click on New Data Source View -> Select Relational Data Source which we have created in Step 2. -> Click on Next. First move your Fact Table to the right side to include in object list. Select Fact Table in Right Pane (Fact product Sales) -> Click On Add Related Tables Then click on Next -> Finish Data Source View is ready. Step 4: Creating New Cube In Solution Explorer -> Right Click on Cube-> Click New Cube -> Click on Next -> click on Use existing tables -> Next. Select Fact Table Name from Measure Group Tables -> Click Next. Choose Measures from the List which you want to place in your Cube -> Click Next Then click Next -> Next -> Assign Cube name -> Finish. Your Cube is ready and you can see the newly created Cube and dimensions added in solution explorer. Step 5: Deploy the Cube In Solution Explorer, right click on Project Name -> Click Properties. Specify the target Server name and server mode. In Solution Explorer, right click on Project Name -> Click Deploy Once Deployment will finish, you can see the message Deployment Completed in deployment Properties.  

Dynamics 365 for finance and operations is an ERP system built and designed to match your business needs in this modern day business scenario. Elements are currently as much a business system as it is innovation deliverable, some portion of a bigger biological system where data pulled from unique channels, (for example, social, IoT, and Office) is caught, investigated, and spread so as to help explicit business objectives. Make planning simpler by giving your spending chiefs simple to-utilize apparatuses. A wizard causes them to make spending plan worksheet formats for Microsoft Excel.  This cloud-based ERP framework gives the pertinent data you have to convey vital, information-driven bits of knowledge to key divisions. Additional quick monetary bits of knowledge drive corporate procedure and development, declining obligation through effective assortment of the board. Introduction: Blow blog, describe you about how to create,  modify Receipts, invoice, Order summery report and rest of other document for MPOS and CPOS. You can create multiple receipts with different layout for single entity. Let begin with this Exercise. Step 1:- Go to the Retail and commerce > Channel setup > POS setup > POS > Receipt formats. Step 2 :- Select Receipt format 1 and click on design button. Once you click on Design button browser will ask to Open  Microsoft.Dynamics.Retail.RetailDesigner Host.application Click on Open Button. And sign in Dynamics Workflow Editor. Step 3:- Designer window is look like below screen shot. Step 4 :- In Designer window you can able to see Form Information. Form ID :- ID of receipts  , Form Name :- Name of Form , Form Description :- Description of From. Step 5:- On Left Side, you can able to view Header, Line, Footer. In Header you can click on drag  listed element in design work space. For E.g. Store ID, Staff Name, Receipts No. Transaction ID.  Header element will print on top of the receipts and will print only at once. Step 6:- In Lines, you can click on drag  listed element in design work space. For E.g. Product ID, Description, Unit Price, quantity.  Line element will print on middle  of the receipts. Step 7:- In footer, you can click on drag  listed element in design work space. For E.g. Total, TAX Amount, Tender Name .  Footer element will print on bottom  of the receipts. Step 8:- Object Information is used to set property of Element of Header, Lines and footer which is Align – Set the alignment of the field to either Left or Right. Fill char – Specify the white space character. By default, an empty space is used, but you can enter any character. Prefix – Enter the value that appears at the beginning of the field. This setting applies only to the Lines section of the layout. Characters – Specify the maximum number of characters that the field can contain if the element contains a variable. If the text in the field is longer than the number of character that you specify, the text is truncated to fit the field. Variable – This check box is selected automatically if the element contains a variable and can’t be customized. Font type – Set the font style to either Normal or Bold. Bold letters use two times as much space as normal letters. Therefore, some characters might be truncated. Delete – Click this button to remove the selected part from the form layout. Step 9:- Click on Save button. You receipt Layout will be save. Conclusion: Follow this steps to Create or modify receipts layout which is used in CPOS and MPOS.

Introduction: In this blog, we are going to discuss the new feature of Dynamics 365 for form and field Notifications. The new method basically provides similar functionality like recommendation action in Business Rule. Method: addNotification This method displays an error or recommendation notification for a control. Based on the notification option selected specify actions. On Dynamics 365 mobile clients, tapping on the icon will display the messages you specified and two standard buttons: Apply and Dismiss. Clicking Apply executes the action you define; clicking Dismiss closes the notification message. Note: Setting an error notification on the control will block the saving of the form, setting a recommendation notification will not block the saving. By default, the notification level is set as ERROR if not specified. Arguments: Messages- (Array) The message that we want to display to user Notification Level- (String) Specifies if we want to display error or recommendation Unique ID- (String) Unique ID for notification Actions-(Array of Objects) Corresponding actions for the message Let’s implement a simple scenario. Based on the account type selected, the ticker symbol will be populated. If the account type is “Channel Partner User” than set the ticker symbol as “CPU” We can create a web resource and use following code: var AddTickerSymbolRecommendation = function () { var typeOfAccount = Xrm.Page.getControl(‘xcd_typeofaccount’); var typeOfAccountValue = Xrm.Page.getAttribute(‘xcd_typeofaccount’).getValue(); var tickerSymbol = Xrm.Page.data.entity.attributes.get(‘tickersymbol’); if (typeOfAccountValue == 1 && tickerSymbol.getValue() != “CPU”) { var actionsCol = { message: ‘Set the Ticker Symbol to CPU? ‘, actions: null }; actionsCol.actions = [function () { tickerSymbol.setValue(“CPU”); typeOfAccount.clearNotification(“2002”); }]; typeOfAccount.addNotification({ messages: [“Set Ticker Symbol”], notificationLevel: “RECOMMENDATION”, uniqueId: ‘2002’, actions: [actionsCol] }); } } Bind this code on change of Account type field. When user selects Channel Partner User it will show an information icon like following: When you click on the recommendation icon, you get a pop up to select Apply or Dismiss: When you click Apply respective actions are performed:

Now, it’s possible to make your CRM views visually more informative. This is a cool new feature which is in preview for Dynamics 365 for December 2016 release. You can now add custom icon with tooltip text to display a column based on the column value. First thing need to be done to achieve this is – upload the custom icons as web resources in your Dynamics 365. Then, use these icons using JavaScript web resources. Adding JavaScript code The following 2 new attributes have been added to layoutxml of savedquery – imageproviderwebresource imageproviderfuntionname The JavaScript code gets executed when the page loads. Following is how you can add Icons to the columns: In this example, I will add 3 types of images to the Open Opportunity View and based on whether the Opportunity is Hot, Warm or Cold, I’ll display a different emoji representing each. 1. Take 16×16 images and upload them as Web Resource in Dynamics 365. In my example, I’m using a “happy” and “sad” emoji to represent if the Opportunity is Hot or Cold. 2. Create a new Web Resource of type JavaScript to handle these icons when the Opportunity is either Cold, Warm or Hot. In the above code, row object and the User’s LCID is passed as parameters. I’m selecting the image to be displayed (Web Resource names of the images in D365) based on the value in str.opportunityratingcode_Value.  3. Once I have this code ready, I’ll import this JS as a Web Resource in D365. 4. I’ll navigate to the view I want to add this functionality to and double click the column to edit the property of the column as shown below: 5. In the above example, I’m selecting my JS Web Resource new_IconInCols and the function as displayIconTooltip. 6. Once everything is set, I’ll publish all the changes and refresh my view with relevant data. 7. Finally, my data looks like this on the View: Hot = Happy Warm = Neutral Cold = Sad 8. Also, if you hover over the icon itself, you’ll see what tooltip it has – Hope this was helpful!

In this blog, we shall see how can a user uninstall the ADX Portals from Microsoft Dynamics CRM Online and what are the various that a user might face while uninstalling the Adxstudio solutions from CRM before installing the new CRM Portals. Pre-Requisites: D365 CRM Portals D365 CRM Environment How to Uninstall the ADX Portals: According to ADX Studio the following is the procedure to uninstall ADX Portals from the CRM Environment: “The process of uninstalling the solutions is to delete the solutions in the reverse order they were installed. If customizations have been made that depend on any of the components in Adxstudio solutions, those customizations must be undone before a delete will be successful. Delete any suplementary Adxstudio solutions such as Adxstudio Forums, Adxstudio Ideas, etc. that may have been installed. Then delete Adxstudio Portals solution, then delete Adxstudio Portals Dependencies solution.” Process: Step 1: The user will have to go Settings in the ‘All Select Area’ and click on Solutions option. Step 2: The user will have to make a list of the Adxstudio solution that are present in the CRM Solution list. *Note: The solutions are already arranged in the grid view in descending order of their installation. The user must uninstall in that order only (with Adxstudio installer to be the last solution to be installed). The following below is the list of solution in the descending order of their uninstallation. *Note: The following list may/may not contain all the solution components of Adxstudio but consists of most of the solutions that are used in ADX Portals. Sr. No. Solution Name Display Name 1. AdxstudioIssuesWorkflows Adxstudio Issues Workflows 2. AdxstudioIssues Adxstudio Issues 3. AdxstudioIdeasWorkflows Adxstudio Ideas Workflows 4. AdxstudioIdeas Adxstudio Ideas 6. AdxstudioBadges AdxstudioBadges 7. AdxstudioCareersWorkflows Adxstudio Careers Workflows 8. AdxstudioCareers Adxstudio Careers 9. AdxstudioBlogs Adxstudio Blogs 10. AdxstudioIdentityWorkflows Adxstudio Identity Workflows 11. AdxstudioPortalsWorkflows Adxstudio Portals Base Work 12. CustomerServiceSurvey Customer Service Survey 13. AdxstudioHelpDeskWorkflows Adxstudio Help Desk Workflows 14. AdxstudioHelpDesk Adxstudio Help Desk 15. AdxstudioCommerce Adxstudio Commerce 16. AdxstudioForumWorkflows Adxstudio Forum Workflows 17. AdxstudioForums Adxstudio Forums 18. AdxstudioEventManagement Adxstudio Event Management 19. AdxstudioWebForms Adxstudio Web Forms 20. AdxstudioIdentity Adxstudio Identity 21. AdxstudioPortals Adxstudio Portals Base 22. AdxstudioPortalsDependencies Adxstudio Portals Dependencies 23. AdxstudioCRM2011ProductivityPack Adxstudio CRM 2011 Productivity Pack 24. AdxstudioInstaller Adxstudio Installer Step 3: Once all the solutions of ADX Portal are deleted or uninstalled from CRM Environment the user can then configure a new portal for the same CRM Environment. Problems Faced while Uninstalling/ Deleting solutions of ADX Portal The user might face many difficulties while uninstalling / deleting solutions from the CRM environment. One of the major problems which users mostly face is “Solution having other internal Dependencies” which prevents the solution from being uninstalled. In the below example we will try to uninstall the “Adxstudio Portal Base” solution from the CRM Online environment. Step 1: Select the ADX Portal solution that you want to delete from the system, in this case it is “Adxstudio Portal Base” solution. Step 2: On clicking the delete command the following dialog box will appear click on OK to proceed. Mostly the following error message appears as shown below(i.e. the error message pops up cause the solution that the user is trying to delete has internal dependencies), the user will have to click on ‘Details’ to view the list of dependencies. Fig 3.1 Pop up dialog to Uninstall the solution. Fig 3.2 Error message that solution cannot be deleted Fig 3.3 List of Dependency Details which are preventing the solution from being uninstalled. Step 3: The user has now the list of dependencies due to which the solution cannot be uninstalled from the CRM Environment. The user has to remove/delete the dependencies in order to uninstall the solution. If the user is able to remove the dependencies the user can proceed to uninstall the solutions. Issue Faced: Most of the times the dependencies cannot be deleted which in return causes the solution from being uninstalled from which in return causes the ADX Portal from not being uninstalled. The following are possible ways of dealing with the issue faced: Mostly the users will have to leave the solutions that aren’t being uninstalled as residual solutions and try provisioning the new CRM Portal. Else will have to wait for Microsoft to fix the following issue of not being able to uninstall the residual solution in their future updates on Portals. Conclusion: Dependencies in the Adxstudio solutions can cause the ADX Portal solution from not being uninstalled. In this case the user can try installing the CRM Portal leaving the uninstalled solutions as ‘Residual solution’. Waiting for the following issue to be fixed in further updates on portals from Microsoft.

Recently while connecting to Dynamics 365 Operations STAGE environment through TIBCO Cloud Integration, we got authentication error of AADSTS65001. In this article, we will discuss how to resolve this authentication issue. Error details: Connection test failed: Verify that the associated connection information is valid and that you have access to this OData service. The following exception message was returned from the OData service: AADSTS65001: The user or administrator has not consented to use the application with ID ‘********-****-****-****-************’. Send an interactive authorization request for this user and resource. Trace ID: af595cf2-0b8c-4cd7-ae28-c56e18031300 Correlation ID: e1d5cece-89d1-4fda-a954-39f740c0cb4f Timestamp: 2017-04-05 08:38:45Z Solution: In Azure Active Directory, for connecting to Dynamics 365 Operations through SCRIBE we create a Native Application and use its Application ID and Redirect URI as Client Id and Authentication URL respectively in SCRIBE. TIBCO Cloud Integration Microsoft Dynamics 365 Operations Connector: AZURE Application Registration: In an Azure Active Directory, we had two Application (one Native and one Web app/API) pointing to same Dynamics 365 Operations STAGE environment; which was creating an authentication conflict. So, we changed the App ID URI in Web app/API Application. In our case, we appended /1234 in the App ID URI. After the modification, the authentication was successful. We were able to connect Dynamics 365 Operations STAGE through Scribe using the Native App’s Application ID and Reply URI.