Introduction: In latest Power BI update, Microsoft introduced new feature as Multi-select data elements on visuals. In Power BI Desktop, we can highlight a data point on visuals by simply clicking on the data point in the visual. Means, if we have an important bar chart, and we want other visuals on the report page to highlight data based on our selection, we can click the data element in one visual and see results reflected in other visuals on the page. This is basic. Till now we are only able to filter the data on single-select highlighting. See below screen capture: New feature: But by using the new feature of the Power BI we can multi-select data element on visuals, we can now select more than one data point in Power BI Desktop report page, and highlight the results across the visuals on the page. To multi-select data points in visuals, simply use CTRL+Click to select multiple data points. See below screen capture for multiple data points select on visual(multi-select):

Introduction: Recently, we came across an issue where we were integrating Customer and Sales Order from Dynamics 365 CRM and GP. Customers and Sales Orders were successfully integrated except when Sales Order was created using the Integrated Customers; an error regarding Credit Limit would occur. The TIBCO Cloud Integration GP connector does not support the ability to set a customer credit limit, which in turn will not allow you to use that Customer for creating a Sales Order. Resolution: In GP Web Service Security Console, under Create Customer Policy: Change the Behaviour of Customer Class Defaulting from “Do Not Use Customer Class” to “Use Customer Class”. In the Scribe Mapping, pass a ClassKey_Id. For ClassKey_Id, setup a Customer Class with no Shipping Method or Tax schedule ID and specify the credit Limit properties.

Introduction: In this blog, I will detail how to migrate Activity Parties of Emails from one CRM to another. In my previous blog, I outlined the first step of the Email migration process which is migrating the body of the email. Migrating the corresponding Activity Parties of an Email is the second step of this process, as the Email body now exists in the Target CRM. What are Activity Parties? Other than the Body, an Email Activity consists of: Sender: The person(s) sending the email. Recipient: The person(s) receiving the email. CC & BCC: The person(s) that are copied in the email. Owner: The person who is the owner of the email. Regarding: This generally links to an entity in CRM which pertains to the email. For example, a Case or a Project in CRM. ‘Sender’, ‘Recipient’, CC’, ‘BCC’, ‘Owner’ and ‘Regarding’ are each stored in CRM as a separate Activity Party of that email with a ‘Participation Type’ code (field name: ‘participationtypemask’) to establish the field that specific party belongs to i.e. 1 = Sender, 2= To Recipent and so on (as shown below). Generally, in an Activity Party, the person(s) are either System Users or Contacts. This is specified in the field ‘partyobjecttypecode’ as shown above. Keeping this in mind, one can lookup to these entities to obtain the corresponding GUIDs in the Target System and map it as the ‘partyid ‘. After the Activity Party is created, the owner of the Activity Party should be updated as per its owner in the Source environment. The ‘Owner’ Activity Party is automatically created by CRM as the same User as the Owner of the Email (configured when you migrate the Email Body in Step 1). The ‘Regarding’ Activity Party links to a Case/ Project and not a ‘person’, however, the same logic applies i.e. map the required GUID and its type. Migrating Activity Parties is not as complicated once understood. Unfortunately, not much is easily available online about this. I hope this blog demystified a few concepts about Activity Parties of an Email and how they can be migrated from one CRM to another. My next blog will detail how to migrate Email Attachments and update the status of an Email.

Introduction: Data migration can be a little challenging, especially when it comes to Emails. In this blog, I will outline the steps that need to be followed to successfully migrate Emails as well as important things to keep in mind during the process. Steps: There are four main steps to follow to successfully migrate an Email from Source to Target: Send the body of the Email. Send all the related Activity Parties. Send the details of the related Email Attachment(s). Update the Status of the Email. In this blog, we will be dealing with the first step i.e. creating the map in TIBCO Cloud Integration to send the Body of an Email. Migrating the body of the Email is straightforward compared to the next step but there are a few aspects to keep in mind: 1) Send the email as Open so that Activity Parties and Attachments can be migrated in the following steps. Not sending the email with an “Open” status could lead to Activity Parties and Attachments not being migrated to the corresponding email. 2) When an email is migrated, the owner of the email will be the User configured in the CRM Connection in Scribe. In order to maintain the same owner as in the Source, you can update the email with the correct owner after it is created. In the screenshot below, I am using a Lookup Table in Scribe to map the User GUID of the Target System. 3) If you want the GUID of the email to remain the same in Source and Target, do not forget to map the ‘activityid’ of the Email entity. Conclusion: I hope this blog provided some insight into the migration process for Email Activities. In the next blog ‘Email Migration from CRM v8.2 to CRM v9 using TIBCO Cloud Integration: Activity Parties‘, I will talk about migrating ‘Activity Parties’ which can be the most challenging part of Email Migration.

Problem: Need a way to roll-up multiple rows into one row and one column. There is a way we can roll-up multiple rows into one row using pivot, but we need all of the data concatenated into a single column in a single row. Solution: To achieve this we will use For XML Path Clause and STUFF Commands. STUFF() Function STUFF function is used to insert a string into another string. Basically, it deletes the characters from a source string and inserts another string at the specified position. Syntax: STUFF(Expression,Start, Length,Replacement_expression) Here, Expression is an expression of the character data to be modified. Start is an integer, which specifies start position in Expression to delete and insert another string (i.e. Replacement_expression) from here and length is an integer, which specifies the number of characters to be deleted. Replacement_expression is a character expression to be inserted at the start position. Example: Data in table like this: Query : Output :

Introduction: Recently, we faced an issue with integrating Unit Price to Dynamics GP through GP Web Services using TIBCO Cloud Integration. We were integrating the Unit Price from Dynamics 365 but the Unit Price in an Invoice was created with $0 Price. In this article, we will learn to resolve the issue for Dynamics GP Sales Invoice Unit Price always setting to $0 when creating through GP Web Services. Resolution: In Dynamics GP Web Service Policy Configuration for Update Sales Invoice Policy, you need to update the “Calculate Unit Price Behavior” to “Do Not Calculate”. Also, make Sure that you have selected the right Company and assigned proper roles for the policy. The role should not be Default. Note: The “Calculate Total Amount Behavior” should be “Calculate” otherwise the Unit Price will be always 0, even if you set the “Calculate Unit Price Behavior” to “Do not Calculate”.

A fiber optic link service organization utilizes the application to react to blackouts by dispatching specialists to issue zones. An in-home medical care specialist organization utilizes the application to timetable and dispatch medical services laborers to direct medication and other considerations to various patients. A facility manager uses the Dynamics 365 Field Service management software to deliver maintenance and repair services for heating and cooling equipment.  A medical device manufacturer sells machines to hospitals and clinics and uses the application to manage maintenance services over the lifetime of the machinery. Customer Service will typically use the desktop application to prioritize different requests so that work orders and on-site visits can be created from cases. Service Managers will use the software to oversee service delivery and track performance metrics over time. Introduction: This blog explains how to create Record in CRM using PowerApps with Microsoft flow. Steps to be followed: Create Blank App. Insert Label, Text Input and Button controls.(Fields which you want to create in CRM.) Select the Button (Add To CRM) and go to Action –> Flows. Click on Create a New Flow. Click on New step –> Add an Action. Select Dynamics 365 –> Create a new record. Enter the Organization Name and Select the Entity for which you want to create record in CRM. For Last Name, click on “Ask in PowerApps”. Repeat for Email and First Name. For Description we will add text. Give Name to the flow and Create Flow. Now change the OnSelect Property of button.(here lastname, firstname and email are the name of text input control) Enter Details and Click on Button. Record will get created in CRM.Description:

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.  

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>