Integrate PowerApps with Dynamics 365
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>
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How to Customize Microsoft Dynamics NAV Startup Screen
Dealers must guide out how they need information, for example, stock, requests, clients, and items to move through every framework. At that point, they should assemble a stage that bolsters these streams. This requires a group with broad information on your frameworks to have the option to fabricate a custom combination arrangement without any preparation. Microsoft dynamics nav upgrade provides you all of this Explanations behind structure a custom coordination including your business having incredibly remarkable necessities or the requirement for unlimited oversight and responsibility for venture. You should have the option to assemble, uphold, and keep up the incorporation. On the off chance that you have the correct prerequisites to legitimize it, at that point custom reconciliation could be best for you. Introduction: This blog describes how to change the screen while loading Microsoft Dynamics NAV Pre-requisites: Microsoft Dynamics NAV Steps: 1. Navigate to the path C:\Program Files (x86)\Microsoft Dynamics NAV\100\RoleTailored Client\Images. 2. Open the splash screen in Paint and save it with extension .png. I’ve added the text ‘Happy New Year’. 3. Copy and replace the image in the above folder. 4. Launch Microsoft Dynamics NAV.
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Zero Amount Issue for Expense Entry of T&M Project in D365 PSA
Introduction: We often get issues raised by Users while training PSA – Amount entered on Expense Entry is not reflecting on Invoice in T&M Project and instead shown as $0 as below. Resolution: We need to configure PSA correctly and check below configurations. 1. Sales Price List of Project is configured with Category Prices and not as shown below 2. Cost Price List of Organization Unit is configured with Category Prices and not as shown below 3. Amount in Chargeability View of Project Contract Line should have values in Sales Price Column of Chargeable Categories for expenses and not as shown below Conclusion: Zero Amount issue get resolved after configuring Category Prices in Price List and Chargeability View of Contract Line correctly and results are as shown below
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Data Migration for Many to Many Relationship Entities in D365 PSA
Introduction: This blog explains how to migrate data for Many to Many or N:N relationship records. Scenario: Client always demand configuration records to be migrated from Test Env to a Production Environment.We can migrate data for Entity records and Entities with 1:N relationships records however we cannot directly migrate data for N:N relationship( intermediate entity) which is not exposed in D365 PSA. This can be achieved by using XRM Tool Box plugin – Manage NN relationships. Prerequistive: · XRM Tool Box with “Manage NN relationships” plugin installed. · Both entities having alternate key with data – This is required as a cleaner approach. Below steps explains how to achieve requirement. Steps of Implementation: 1. Open “Manage NN relationships” plugin in XRM tool box with Source Organization as connected. 2. Click Load Metadata button and then select First Entity with Specific attribute as alternate Key and same for Second Entity as shown below. 3. Click button Export button and save file. 4. Open exported file Column A is OrgUnitID and Column B is PriceLevelID data. 5. Change connection to target organization of Manage NN relationship plugin in XRM toolbox and then follow the step 1 and 2. 6. Click Import button and select the file exported in step 3. 7. Data migrated is been tracked in log section of plugin. Conclusion: N:N relationship or Many to Many relationship entity records cannot be migrated from D365 PSA as they are not been exposed however this can be achieved by using third party tool like XRM Tool Box – “Manage NN relationship”.
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Manually Clearing Cache on ADX Portals to reflect changes made to Portals through CRM
Introduction: People using ADX Portal often face the issue of clearing cache due to which changes aren’t being reflected on the frontend. In this blog we will see how a user can manually clear cache in ADX Portals to reflect changes made to Portals through CRM. Pre-Requisites: ADX Portals CRM Environment Scenario: One scenario mostly faced is that notes added in CRM in the activity section of a particular case aren’t appearing in the notes section on the case entity form in portals. The problem can be resolved by clearing the cache of the portals which will help to reflect the changes made to portals via CRM. We will see below how we can resolve the issue by using manual cache clearing technique. Process: Step 1: User while adding notes in CRM will have to add the prefix as *WEB* to the note. For eg. “*WEB*This note states the resolution of the case Step 2: The user will have to save the following ” javascript:var url=document.location.protocol+’//’+document.location.host+(document.location.host.indexOf(“demo.adxstudio.com”)!=-1?document.location.pathname.split(“/”).slice(0, 3).join(“/”):””)+’/Cache.axd?Message=InvalidateAll&d=’+(new Date()).valueOf();var req=new XMLHttpRequest();req.open(‘GET’,url,false);req.send(null);window.location.reload(true);” as a Bookmark in the URL section in the Browser. For Chrome Browser: In Bookmarks section of chrome we will add a new bookmark as shown below: Select “Add new bookmark” to add a new bookmark in the dropdown options Name the bookmark as “Cache Invalidate” and add the following to the URL “javascript:var url=document.location.protocol+’//’+document.location.host+(document.location.host.indexOf(“demo.adxstudio.com”)!=-1?document.location.pathname.split(“/”).slice(0, 3).join(“/”):””)+’/Cache.axd?Message=InvalidateAll&d=’+(new Date()).valueOf();var req=new XMLHttpRequest();req.open(‘GET’,url,false);req.send(null);window.location.reload(true);”. Click on save once done. Enable “Show bookmark bar” which will display the added bookmark to the chrome ribbon. Step3: On opening the case page click on the saved Bookmark “Cache Invalidate” on the bookmark bar which will make the note visible in the note section. Conclusion: In this way we can manually clear the cache which will reflect the newly made changes to ADX Portals.
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Raise and expense entry for a Fixed Bid Project in D365 PSA
Introduction: Let’s consider a scenario where we need to raise an expense entry for a Fixed Bid project. PSA by definition does not charge for expenses. If you want to have fixed price for the project and expense to be charged for other things, you need to do it via adjusting the contract. Steps: Follow the steps below to prepare the contract: Prepare a contract and add a Fixed Bid project with “Time” and “Fee” as the option shown below: Add another line and create another Time and Material Type project and select “Expenses” as the option. You will have to inform the team to select the right project while raising the expense, that is the T&M one. Now when you create the invoice via that contract, you will get your milestone as well as the expenses coming up in the same invoice as shown below.
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Analysis Services Live Connection in Power BI
Introduction: In this article, we will learn how to configure Live connection for Analysis Services in Power BI. Requirements: Power BI Licence SQL Server Analysis Service Power BI Gateway (Refer this link to configure Power BI Gateway) Steps to Connect Analysis Services Live in PowerBI Open PowerBI Desktop Click Get Data and Select Analysis Services In the Analysis Services Connection details, select Live Connection Mode for Live Connection. Once the Data, Measures, KPIs are loaded you can create Power BI Dashboard. Live Connection enabled status is visible at the right bottom of the Power BI Desktop. Before publishing the Dashboard, login into Power BI Service. Under Manage Gateway, we must add a data source for Analysis Services. Note: The account should be a Server Admin on the Analysis Server and should be a domain account in the same domain that the Analysis Services instance is located. (Click here for more information on Analysis Server Connection) Go back to Power BI Desktop and publish the Power BI dashboard. In the Power BI Service, under the Reports you will be able to see the published Live SQL dashboard.
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SQL Live Connection in Power BI
Introduction: In this article, we will learn how to configure Live connection for SQL in Power BI. Requirements: Power BI Licence SQL Server Database Engine. Power BI Gateway (Refer this link to configure Power BI Gateway) Steps to Connect SQL Live in PowerBI: Open PowerBI Desktop Click Get Data and Select SQL Server. In the SQL Connection details, select DirectQuery Mode for Live Connection. Once the Data is loaded, you can create Power BI Dashboard. DirectQuery enabled status is visible at the right bottom of the Power BI Desktop. Before publishing the Dashboard, login into Power BI Service. Under Manage Gateway, we must add a data source for SQL Server. Go back to Power BI Desktop and publish the Power BI dashboard. In the Power BI Service, under the Reports you will be able to see the published Live SQL dashboard.
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Analysis Services Connection Configuration in Power BI for Live Connection
Introduction: In this article, we will learn how to successfully connect to Analysis Services in Power BI for Live Connection. Checklist for Connection: The Domain Account must be a Server Admin in Analysis Server. Right Click on the Analysis Server > Select Properties > Select Security > The domain account must be added/present here. Check Properties of Domain Account User for UPN (User Principle Name) Open Server Manager >Select Tools at right Upper Corner >Select Active Directory Users and Computers. Drill down the domain name >Select Users >Double-Click on the domain account. Click the Account tab. Note the User Logon name. User Principal Name (UPN) Mapping in Power BI Under the Analysis Server Data Source setting in Power BI Service, Navigate to Users and select the user and click Map User Name. Select CustomData and enter Replace data as the User you are logged in with and With Data as the Server Admin Domain Account UserLogon Name you had noted before. You can even test the mapping rule. For more information on UPN, watch the video for UPN Mapping in Power BI.
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Steps to configure Power BI Gateway
Introduction: In this article, we will learn how to configure Power BI Gateway. Steps to configure Gateway Login to Power BI service. Select Downloads icon> Data Gateway. You will be redirected to Power BI Gateway Download Page and click Download Gateway. Run the PowerBIGatewayInstaller. Click Next and then Install. The Power BI Gateway will be Installed. Sign to Power BI. Give the Gateway a Name and Recovery Key and Click Configure. Now, we are all set.
