Introduction: This blog explains how to Connect with Dynamics 365 and use Lookup Field of Dynamics CRM in PowerApps. Steps for Creating Connection to Dynamics 365: Go to https://web.powerapps.com Create a new Connection with Dynamics 365. Click  on  New Connection and search for Dynamics 365. Select Dynamics 365  and click on  Create. Enter the Credentials for the Connection. Steps for Creating an App: Go to App and Click on Create an App. Under Start with your data select Phone Layout for Dynamics 365. Now Select Connection and choose a  dataset from that Connection. Select the Entity from the list. Click on Connect. PowerApps will create Browse, Details and Edit screen for you. Browse Screen: You can search for the record and see all the records which are created. Detail Screen: It gives details of record which is selected in Browse Screen. Edit Screen: You can create or update the records from this Screen. Important : The current Dynamics 365 connector does not support lookup or option set data types. so we’ll demonstrate how we worked around the lookup limitation. Example: For contact entity there is Lookup field for accounts.To use Lookup Datatype in contacts for account you must add account entity also in PowerApps. Steps for adding Account Entity: Go to View -> Data Source -> Select the Connection Choose Dataset->Select Account Entity ->Connect. Now Make changes on each screen so that you get account name instead of GUID of account entity. Browse Screen: Select the field in which you want to display account name. Under Text Property of that field write : LookUp(Accounts , accountid = ThisItem._parentcustomerid_value , name) Now it will return the name of Account instead of GUID. Detail Screen: Select the field in which you want to display account name. Under Text Property of that field write : LookUp(Accounts, accountid = ThisItem._parentcustomerid_value ,  name) Now it will return the name of Account instead of GUID. Edit Screen: Steps: Create a new Blank screen name it as account lookup. Add Gallery control inside Blank Screen and set its items property to accounts. Select the next arrow and set its OnSelect property to : ClearCollect( Selectedaccount, { Account: Gallery1.Selected } ); Back()  Now Go back to Edit Screen Select  the Data Card of Company Name and Go on Advanced Properties and Unlock the Data Card. After Unlocking the Data Card Add search icon inside the Data Card. Now select that Data Card of Company Name and set its Default value to:If(IsBlank(First(Selectedaccount).Account.accountid ) , ThisItem._parentcustomerid_value , First(Selectedaccount).Account.accountid ) Select the Data Card value of Company Name and set its Default value to:LookUp(Accounts, accountid= ThisItem._parentcustomerid_value , name) Select the Data Card and set its update Property to:Gallery1.Selected.accountid Select the search icon and set its OnSelect property to:Navigate(‘account lookup’,ScreenTransition.Fade) Select the Data Card of Company Name Type field and set its Default value to: “accounts” Select the form and set its OnSuccess Property to:Clear(Selectedaccount);Back() Select the Cancel icon and set its OnSelect Property to:Clear(Selectedaccount);ResetForm(EditForm1);Back()

Introduction: This blog will depict an idea on how we can integrate the members of CRM Marketing List to MailChimp Marketing List. Description: We had a requirement to add all the members from CRM static marketing lists to Mail Chimp marketing list. There were many marketing lists in CRM and exporting/importing data for each marketing list was a repetitive process each time we add a member to the list. Thus, we created some customizations in CRM with respect to the MailChimp API functionalities. These customizations will help your organization to minimize the manual efforts of adding members to Mail Chimp marketing lists. Only thing you need to do is to click on the custom sync button present on the marketing list record. CRM customizations are listed below: Provide a manual option on CRM marketing list to sync the list members to the MailChimp marketing list. These will work for members of type Contacts and Leads. Account members cannot be synched because it does not have an email address field. (MailChimp API main parameter for synching any member is the Email address of the member. It does not create duplicate records in MailChimp). Create a field on Marketing list which stores a unique marketing list ID from MailChimp. This value is important as this will help usl to link CRM and MailChimp lists. Create an configuration entity in CRM to store Mail chimp API key, MailChimp username, MailChimp URL.MailChimp URL for developer purpose is given below: https://<dc>.api.mailchimp.com/3.0 The <dc> part of the URL corresponds to the data center for your account. For example, if the last part of your MailChimp API key is us6, all API endpoints for your account are available at https://us6.api.mailchimp.com/3.0/. Below is the link to get or create a API key in MailChimp. How to create/get API key Write a custom action which calls the MailChimp API. Below are the links for synching the members individually and to perform the sync operation in batches. Each Member Sync Sync Members In Batches Create a MailChimp sync entity to record the sync status. The sync takes place in background in MailChimp thus we need to create this entity and keep a sync check by calling the MailChimp API to retrieve the batch status. Once the status is finished, sync will complete and all the members will be synched to MailChimp Marketing list.Below is the screen shot which will show the below details: How many records completed How many records errored Submitted and Completed date Status of the sync process. You can see the status of the sync by opening the record. Status finished denotes the syncing process is completed. In the next blog, we will discuss on the MailChimp API call in action.

Introduction: In this Blog article, we explain about the new feature of the power BI: Bookmarking. Bookmarking: Bookmarking is the a very powerful way to save and share out your Reports and Dashboards with other people. Bookmarking lets you save your interesting states as part of your report. You can create list of bookmarks. Using this Bookmarking you can create report navigation and many more. You can add a bookmark to your report for: The current page Drill location Filters Slicers Visibility ‘Focus’ Mode Once you turn on the preview feature, you can add bookmarks by opening the bookmarks pane under the view tab. Set up your report, with all the filters properly set, and click the Add button. Once you hit the add button the it will add a bookmark to pane. You can rename this bookmark and also you can update or delete the bookmark. You can easily access the save states. You can add many bookmarks as you want. Also You can used your Bookmarks as a story by clicking on the View option. By clicking on the view you will enter into the view mode of the bookmark. In the view mode, there is a title bar for each bookmark that includes the bookmark name and navigation arrows. At this point, you can close the bookmarking pane if you want. This mode is a good way to preview your bookmarks in the Power BI Desktop. It’s also a great way to navigate bookmarks in the Power BI service, where you can also enter into full screen mode to hide all the navigation menus. To enable the preview option: This feature is in preview, so you need to enable it the first time through File>Options and Settings>Options. Open Preview features tab – > select Bookmarks option.

Transform administration calls into a vital preferred position with Dynamics 365 Field Service management software. It gives all that you need – from advanced work request planning to prescient support  Elements 365 Field Service is intended for organizations who do deal with sites at a client’s home or premises. This can incorporate establishment, booked or repeating support, or reacting to break/fix issues. Any help based association that has an emphasis on conveying nearby establishments and break/fix will profit by Dynamics 365 Field Service. The test for these organizations is to improve the profitability of field based groups while additionally expanding consumer loyalty.  With highlights including plan improvement, resource the board and receipt handling, Field Service is a start to finish arrangement that furnishes colleagues with admittance to what they have to take care of business. Introduction: This blog explains how to configure Notes on Entity in D365 Portal. Steps of Implementation: Below steps explain how to configure Notes section on Partner Work Order form in D365 Partner Field Service Portal. Create new Section for Notes on Form in D365 Field Service. Save and publish the changes. Navigate to the Portal -> click on the Entity Permission -> click on the new button. Create entity permission for Work order and screenshot for reference. Set Scope to “Global”. Enable all Privileges In this record -> go to child entity permission sub grid follow below steps and screenshot for reference. Create “Note” entity permissions for Work order. Set Scope to “Parent” Parent Entity Permission as “Work Order Comments” Enable all Privileges Navigate to the Portal -> click on the Entity Forms -> Open Work Order Entity Form. Set Tab Name as “None” on Entity Form and save record.Refer the below screenshot. Add Notes in Entity Form Metadata and screenshot for reference. Conclusion: Above description in blog configure Notes on Entity in D365 Portals and below is screenshot for reference.

There’s no compelling reason to enter similar information again and again to different frameworks. At the point when you enter information into one framework, information naturally synchronizes to your different frameworks as characterized by your standards. Consider item data in NAV synchronizing to your webstore, online requests adjusting to NAV, and delivery and following information matching up to your webstore. Computerization spares you time since by dispensing with the requirement for you to enter information yourself.  Another significant advantage of microsoft dynamics nav upgrade is that it improves your information quality. Your information won’t be inclined to human mix-up like mistakes and erroneous spellings. Coordination guarantees that quality information makes it to the entirety of your frameworks. Introduction: To show visual representation of aggregated data in Microsoft Dynamics NAV client, tiles are created in NAV which are called Cues. Cues are more user-friendly. It helps the user to get quick details of aggregated data like the total number of open sales orders, total number of customers with a particular status, etc. Pre-Requisite: Microsoft Dynamics NAV Purpose: In this article, I am going to demonstrate the procedure to create a custom Cue based on a query in Dynamics NAV. The scenario which I am going to elaborate is the numbers of contracts which is a custom entity repossessed in the current month. Procedure: I have created a field ‘Status’ in my custom table ‘Contracts’ which is an option field which has the following OptionString ‘Created,Active,Terminated,Ended,Repossessed,Switched’. Now I am creating a cue to find the total number of contracts repossessed in the current month that means the total number of contracts for which status has been changed to ‘Repossessed’ in the current month. I have created two fields in ‘Contracts’ table viz. ‘Repossessed month’ and ‘Repossessed Year’ which will get populated with the Month name and the Year when the Contract status has been changed to ‘Repossessed’ respectively. The next step is to create a query. I have created a query ‘CF_RepossessedMonthQuery’ which will give the count of the total number of contracts repossessed in the current month. The result of the query is as follows: Now create a field in a new table which will store the count of the number of repossessed contracts in the current month. For this, I have created a new field in a table ‘RepossessedContractsMonth’ of DataType ‘Integer’  Navigate to C/AL globals and create two new functions as below:  a. ‘ContractsRepossessedThisMonth’ with Return Value Name ‘CountContracts’ and ReturnType ‘Integer’ and the following local variables. Navigate to properties and set the local property of this function to ‘No’. Go to C/AL code and add the following code for this function: ‘DrillDownContractsRepossessedThisMonth’ with the following local variables:  Navigate to properties and set the local property of this function to ‘No’. Go to C/AL code and add the following code for this function: ‘DrillDownContractsRepossessedThisMonth’ is created so that on clicking the cue the respective records open in a list. The next page is to add the field created in step 4. Create a new group in a page with subtype ‘CueGroup’ Go to C/AL code and in OnOpenPage() add the following code: In OnAfterGetRecord() add the following code:Assign the function created in step 5.a to the field added in the page ‘RepossessedContractsMonth’. In OnDrillDown() of RepossessedContractsMonth add the following code which will call the function created in step 5.b. Save the changes and run the page created in step 6. The output looks like below: On clicking the ‘Contracts Repossessed this Month’ Cue the 2 respective contracts are displayed whose status has been changed to ‘Repossessed’ in the current month. You can add these cues to any standard role center page like Business Manager Role Center, Sales Manager Role Center, etc.  so that the cues are visible when the user opens the NAV client. Conclusion: Using the above procedure, custom cues can be created in Dynamics NAV which will be displayed.

Introduction: In this blog article, we will discuss working of Media controls in Power Apps Media Controls: There are 7 Media controls in Power Apps Image Camera Barcode Audio Video Microphone Add Picture Image Control: Shows an image from, for example, a local file or a data source. Description: If you add one or more Image controls to your app, you can show individual images that aren’t part of a data set, or you can incorporate images from records in data sources. Example: Show an image from a local file Steps: 1. On the Content tab, click or tap Media, and then click or tap Browse. 2. Click or tap the image file that you want to add, click or tap Open, and then press Esc to return to the default workspace. 3.  Add an Image control, and set its Items property to the name of the file that you added. Output: Camera Control: A control with which the user can take photos by using the camera on the device. Description: If you add this control, the user can update a data source with one or more photos from wherever the app is running. Example: Add photos to an Image gallery control Steps: 1.Add camera control set it’s OnSelect Property to Collect(MyPix,Camera1.photo). (here Camera1 is the name of camera control.) 2. Add gallery control set its item property to MyPix.Url 3. Set the Image property of the Image control in the gallery to ThisItem.Url. Output: Barcode Control: A control with which the user can take photos by using the barcode scanner on the device. Description: If you add this control, the user can update a data source with one or more photos from wherever the app is running. Steps: 1. Add a barcode control. 2. Add a label control and set its Text property to (here Barcode1 is the name of barcode control) Output: Microphone control: A control with which the user can record sounds. Description: If you add this control, the user can update a data source with one or more sounds from wherever the app is running. Steps: 1. Add Microphone control and set its onStop Property to Collect(MySounds,MyMic.Audio). (here MyMic is the name of microphone) 2. Add a blank gallery control and set its items property to MySounds and add audio control inside it. And set its Media Property to ThisItem.Url 3. Add A button if you want to remove any audio. Set its OnSelect property to : Remove(MySounds,ThisItem) Output: Add picture control: Takes a photo or loads images from the local device. Description: With this control users can take photos or upload image files from their device and update the data source with this content. Example: Add images to an image gallery control Steps: 1.Add an Add Picture control 2. Add Button control inside Add picture control. 3. Set OnSelect Property of button to: Collect(Pics, AddMediaButton2.Media) 4. Add gallery control and set its items property to pics. (gallery control will display all the images which are added) Output: Audio Control: A control that plays an audio file. Description: An Audio control plays a sound clip from a file, a recording from a Microphone control, or the audio track from a video file. Steps: 1. Add Audio control. 2. On the Content tab, click or tap Media, and then click or tap Browse And select the audio from local device. 3. Set Media property of audio to the name of audio file. Output: Video Control: A control that plays a video file, or a video on YouTube. Description: A Video control plays a video clip from a file or from YouTube if you specify a URL. Example: For adding a YouTube video Steps: Add video controller and set its Media property to the URL link of that YouTube video. (add URL in quotes) Output:

One of the main reasons for the popularity of microsoft dynamics nav upgrade is its simple to learn interface and its adaptability. Microsoft Dynamics NAV is a famous ERP framework among fair size associations. It’s known for being anything but difficult to introduce and get familiar with its interface. It’s a crucial framework for most retailers as it controls your financials, flexible chain, deals, business insight and that’s only the tip of the iceberg.  As retailers develop however. the requirement for incorporating their NAV ERP gets apparent. Your ERP isn’t the main framework expected to run your activities. Retailers must have similar information between their POS, eCommerce, commercial center, 3PLs, and other significant frameworks. Coordinating Microsoft NAV with other retail frameworks is very difficult. Introduction: No. Series is used to create records in Dynamics NAV with unique numbers. Unique numbers are assigned to data records automatically using No. Series. The format to be used for the No. Series should be set up initially once which consists of a combination of numbers and alphabets. Pre-Requisite: Microsoft Dynamics NAV Purpose: In this article, I will be demonstrating the procedure to create a custom No. Series in a custom table. Procedure: Create a new field in Table 311 – Sales & Receivables Setup which will save the No. Series selected. Navigate to the properties of this field and in TableRelation property select Table 308 which is ‘No. Series’. Add the newly created field ‘CF_CreditNoteEntity’ to the Page 459 – Sales & Receivables Setup so that it is accessible to the user from the NAV windows or web client. Now create a new field ‘No. Series’ in a custom table with Data Type ‘Code’. Navigate to the properties of the No. Series field and in TableRelation property select Table 308 which is ‘No. Series’. Note: ‘No.’ field is the primary key of the custom table which will save the unique No. Series. Create two new variables in C/AL globals in the custom table. a. SalesSetup of DataType ‘Record’ and Subtype ‘Sales & Receivables Setup’ which is Table 311. b. NoSeriesMgt of DataType ‘Codeunit’ and Subtype ‘NoSeriesManagement’ which is Codeunit 396. In OnInsert() trigger of the table add the following code: In OnValidate() trigger of the primary key field which will save the unique No. Series add the following code. In this scenario, I have added it to the OnValidate() trigger of ‘No.’ Go to ‘No. Series’ which is Table 308 and create a new entry for the No. Series to be used. To generate ‘No. Series’ automatically you need to select ‘Default Nos.’ checkbox. If you also want the field to support manual nos. then you should select the checkbox ‘Manual Nos’. The ‘Last No. Used’ field gets updated automatically when a record is created and the unique No. Series is inserted in the table. Navigate to Sales & Receivables Setup which is Page 459 and select the No. Series for the newly created field in step 1 from the drop down list.                                                                                                                   Hence, automatically when you create a new record, the No. Series will get inserted and a unique record will be created. Conclusion: Thus following this procedure, a custom ‘No. Series’ can be created for a custom table with any combination of alphabets and numbers which will create unique records.

D365 Field Service Management stage furnishing venture organizations with instruments to smooth out their business forms – from ongoing portability over each significant gadget, to steering and work process computerization.  Make essential field administration assets, for example, item manuals, specialized help documentation, preparing, and related recordings promptly accessible to client care agents, accomplices, and field professionals.  Make work arranges straightforwardly from a case, client gateway, email, or legitimately from your CRM and track against SLAs, privileges, income and related expenses, and invoicing.  Consequently plan and allocate assets dependent on aptitudes, area, required parts, and the remaining task at hand. Courses are advanced to meet SLAs and limit drive times. CRM administration contracts assist you with keeping up guarantee and privilege data association-wide. Introduction: This blog explains how to show Resource Bookings as Calendar in D365 Field Service Portal. Steps of Implementation: 1.  Create a new Entity List in D365 Field Service for “Bookable Resource Booking” Entity as shown below 2.  Set Calendar View on Entity List as shown below 3.  Set Grid Configuration as shown below 4. After creating Web Page for Resource Booking ,Calendar will be shown as below Note: You can refer blog how to configure Web Page in D365 Online Portals by referring to this link. 5. Booking Details can be shown as below Conclusion: Above description in blog enables configuring Calendars in D365 Online Portals. Default Calendar View depends on the field value of “Initial View” in Settings header of Entity List below is view by Month setting.

Introduction: In this blog article, we will explain about the new Visual of Power BI: Ribbon chart! Ribbon Chart: The visual is like a stacked column chart, but each column’s inner categories are sorted according to their rank for that column. Additionally, the inner categories are connected by ribbons across the columns. Refer below Screen Captured: You’ll find this new chart option to the right of the combo chart. The chart’s field well and formatting options are the same as a stacked column chart with some extra formatting options for the ribbons. There’s a Ribbon card in the formatting pane that lets you control the ribbon style: Spacing between ribbons – You can use this option to set a gap width between the ribbons. By default, there is no spacing. Match series color for ribbons – By default, the colour of the ribbons is to match the category’s color, but you can turn this off and the ribbons will be grey in color. Transparency for ribbons – You can control the transparency of the ribbon’s color. By default, it is set to 30. Border for ribbons – By default, the ribbons don’t have a border, but you can turn borders on.  

Since integrating your ERP takes time and resources, you want to make sure the project is worth it before you dive in. There are many common signs that indicate that you need microsoft dynamics nav upgrade . Without integration, retailers rely on manually entering the same data into multiple systems. If you have teams or individuals solely dedicated to spending hours manually moving data, then you’re ready for automation. All these hours moving the data yourself could be better spent, like improving your customer experience. Relying on manual data entry is also more prone to human mistakes. All it takes is a typo in one system to offset your data. Bad data can lead to inconsistent product information across sales channels, inaccurate delivery addresses for online customers, and wrong inventory counts Introduction: Microsoft Dynamics NAV control add-ins can be created using the NAV .dll assembly viz. Microsoft.Dynamics.Framework.UI.Extensibility.dll assembly. This .dll binds the NAV control add-in and the NAV environment. This control add-in has to be implemented in Visual Studio and then registered in Dynamics NAV by navigating to Control Add-ins. Pre-Requisite: Microsoft Dynamics NAV Purpose: In this article, I will be demonstrating the steps to create and use a Client control add-in in Microsoft Dynamics NAV. Procedure: Open Visual Studio. Create a new C# class library project and add a reference to the Dynamics.Framework.UI.Extensibility.dllassembly. This assembly is present in the following directory: C:\Program Files (x86)\Microsoft Dynamics NAV\100\RoleTailored Client. In the Visual Studio project namespace, create a new interface and add code for the control add in. The code is mentioned below:[ControlAddInExport(“NAVaddin”)] The name ‘NAVaddin’ will be used while registering the control add-in in Dynamics NAV. Now you need to sign the assembly. Navigate to properties->Signing->select Sign the assembly. In the Choose a strong name key file drop down list, select ‘New’. In the Key File name enter an appropriate name and clear the ‘Protect my key file with a password’ check box. The next step is to generate a unique public key in Visual Studio for the project as this public key is required while registering the control add-in in Dynamics NAV. Navigate to Tools->External Tools. Parameters to be filled are as below: Title: Get &PublicKey Command: C:\Program Files (x86)\Microsoft SDKs\Windows\v8.1A\bin\NETFX 4.5.1 Tools\sn.exe Arguments: Get &PublicKey Now, ‘Get PublicKey’ will appear as an option under Tools which on clicking will generate the public key for the project. After clicking ‘Get PublicKey’->the public key is generated and displayed as below: Save and Build the solution. After successful build of the project, the .dll file will be generated.   Creating the Resource .Zip File.You must create a single .zip file containing manifest and any of the resource files used in Visual Studio. This .zip file has to be used while registering the .dll in Dynamics NAV. The next step will be to copy the .dll file to two locations in Dynamics NAV as given below: C:\Program Files\Microsoft Dynamics NAV\100\Service\Add-ins C:\Program Files (x86)\Microsoft Dynamics NAV\100\RoleTailored Client\Add-ins Go to NAV administration and restart NAV services so that the changes are reflected. Navigate to ‘Control Add-ins’ in NAV windows client and create a new Control add-in. Add the same control add-in name which is mentioned is step 2: Click on ‘Import’ action to import the .zip file containing all the Visual studio resources as created in step 7. After performing these steps, the client control add-in will be registered in Dynamics NAV and the triggers defined in Visual Studio, if any will be visible in the NAV Development environment if the Control add-in is selected in the properties of the control. Conclusion: Using this procedure, you can create complex functionalities in Visual Studio and use the .dll control add-in file in Dynamics NAV. I have created SMS functionality from NAV and Digital Signature functionality in NAV using the above procedure of adding a client control add-in.