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.

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.

Introduction: Recently, we encountered a strange behavior of Scribe On-Premise Agent when we deployed a DLLs for a Custom Connector. After deployment of DLLs on the Agent, the status of the Scribe Agent was stuck at “Updating” and the Connector was not visible under the connector drop down. Troubleshooting: We checked the “MICROAGE1 Agent 2” Agent log and found out an error in .Net Framework. Error Details: Message: Folder (C:\Program Files (x86)\Scribe Software\TIBCO Cloud Integration Agent 3\Connectors\ConnectorName) has the following exceptions during discovery:System.ApplicationException: Exception Type : FileLoadException Message: Could not load file or assembly ‘file:///C:\Program Files (x86)\Scribe Software\TIBCO Cloud Integration Agent 3\Connectors\ConnectorName\********.dll’ or one of its dependencies. Operation is not supported. (Exception from HRESULT: 0x80131515) StackTrace :    at System.Reflection.RuntimeAssembly._nLoad(AssemblyName fileName, String codeBase, Evidence assemblySecurity, RuntimeAssembly locationHint, StackCrawlMark& stackMark, IntPtr pPrivHostBinder, Boolean throwOnFileNotFound, Boolean forIntrospection, Boolean suppressSecurityChecks) at System.Reflection.RuntimeAssembly.InternalLoadAssemblyName(AssemblyName assemblyRef, Evidence assemblySecurity, RuntimeAssembly reqAssembly, StackCrawlMark& stackMark, IntPtr pPrivHostBinder, Boolean throwOnFileNotFound, Boolean forIntrospection, Boolean suppressSecurityChecks) at System.Reflection.RuntimeAssembly.InternalLoadFrom(String assemblyFile, Evidence securityEvidence, Byte[] hashValue, AssemblyHashAlgorithm hashAlgorithm, Boolean forIntrospection, Boolean suppressSecurityChecks, StackCrawlMark& stackMark) at System.Reflection.Assembly.LoadFrom(String assemblyFile) at Scribe.Core.Access.AdapterDiscoverer.DiscoverConnectors(String folderName) — Inner Exception — Type: NotSupportedException Message: An attempt was made to load an assembly from a network location which would have caused the assembly to be sandboxed in previous versions of the .NET Framework. This release of the .NET Framework does not enable CAS policy by default, so this load may be dangerous. If this load is not intended to sandbox the assembly, please enable the loadFromRemoteSources switch. See http://go.microsoft.com/fwlink/?LinkId=155569 for more information. Steps to perform Resolution 1 Login to MICROAGE1 Server C:\Windows\Microsoft.NET\Framework64\v4.0.30319\Config Open CONFIG File “machine” Add the code at line 151 and Save the file <runtime> <loadFromRemoteSources enabled=”true”/> </runtime> Current Code screenshot: Restart the Scribe Agent in Services Check if the DLL’s are deployed successfully by creating a connection in TIBCO Cloud Integration for Channel Online. If still failed then perform Resolution 2. Steps to perform Resolution 2 Login to MICROAGE1 Server Stop Scribe Agent in the Services. Go to C:\Program Files (x86)\Scribe Software\TIBCO Cloud Integration Agent 3\Connectors\ConnectorName and Right Click on a DLL file. (For example: As per the screenshot, “Contact”) Click on “Properties” Under Security Section press “Unblock” Click Apply and Ok Again, open the Properties to check whether it is successfully unblocked. Repeat Step 4-8 for all DLLs. Start the Scribe Agent in the Services.  

Introduction: This blog is the continuation of Part 1 and it will show you the code that are required for the action to work and the workflows created in CRM. Steps: 1. Add a button on marketing list using Ribbon Workbench and script which calls the action. 2. Create an action “MailChimpBatchCreateCall” that triggers on Sync button click. When the button is clicked, action is called using JavaScript. This action Retrieves configuration and Marketing list records from CRM and add the members to Mail Chimp Marketing list by Mail Chimp API Call (Batch request). The code to be included in the action is given below: This is a POST request as we are creating list members in MainChimp using (WebClientEx client = new WebClientEx()) { string authorizationKey = string.Empty; authorizationKey = Convert.ToBase64String(ASCIIEncoding.ASCII.GetBytes(string.Format(CultureInfo.InvariantCulture, “{0}:{1}”, username, api))); client.Timeout = 60000; client.Headers.Add(HttpRequestHeader.ContentType, “application/json”); client.Headers.Add(HttpRequestHeader.Authorization, “Basic ” + authorizationKey); tracer.Trace(“jsonData: ” + jsonData); createBatchResponseJSON = client.UploadString(basicURL, jsonData); } tracer.Trace(“createBatchResponse :” + createBatchResponseJSON); Model.MailChimpContactCreateBatchResponse createBatchResponse = GetInfoFromJSON(createBatchResponseJSON); CreateMailChimpSyncRecord(createBatchResponse, tracer, service, marketinglistid); The JSON request to be passed is given below: The JSON response for the BATCH call is given below: 3. Create an action “MailChimp status” which triggers on MailChimp Sync record creation. Mail Chimp API call is made to get the status of the synchronization process. Batch ID is the unique value which helps to retrieve the status of sync call. If status is finished, sync process is completed. The code to be included in the action is given below: This is a GET request to check the status and update the status record in CRM. //// Call the web service using (WebClientEx client = new WebClientEx()) { string authorizationKey = string.Empty; authorizationKey = Convert.ToBase64String(ASCIIEncoding.ASCII.GetBytes(string.Format(CultureInfo.InvariantCulture, “{0}:{1}”, username, api))); basicURL = basicURL + “/” + batchId; HttpWebRequest request = (HttpWebRequest)WebRequest.Create(basicURL); request.Accept = “application/json”; request.Method = “GET”; request.Headers.Add(“Authorization”, “Basic ” + authorizationKey); using (HttpWebResponse response = (HttpWebResponse)request.GetResponse()) using (Stream stream = response.GetResponseStream()) using (StreamReader reader = new StreamReader(stream)) { getBatchResponseJSON = reader.ReadToEnd(); } } tracer.Trace(“createBatchResponse :” + getBatchResponseJSON); Model.MailChimpContactCreateBatchResponse createBatchResponse = GetInfoFromJSON(getBatchResponseJSON); //// Update the MailChimp Sync record with new status UpdateMailChimpSyncRecord(createBatchResponse, tracer, service, currentRecord.Id); The JSON response for the GET request is given below: 4. Create workflows that keep on checking the status of the batch call. The initial batch call is a sync process and we get a status showing no. of record finished and pending. Thus, the syncing process takes place in background. Therefore, we need to create workflows to keep on checking in specific interval. In the initial call, we have kept waiting time of 5 min and then kept waiting time of 1 hour and called the same workflow again till we get the status of batch call as “finished”. a. Main Workflow: b. Child Workflow 1 Check Mail Chimp Sync. c. Child Workflow 2 Check Mail Chimp Sync. For more code details, you can refer the GitHub link. Hope it help you and thus we can integrate the CRM with Mailchimp and make use of MailChimp API calls listed in their documentation. Members can be added individually or by using the batch operations. You can refer the below links from MaiChimp  which shows how we can make individual and batch calls. i. Creating a new member ii. Batch Operations

Incorporating your Microsoft dynamics nav upgrade isn’t something you do in only a day or two. It takes a cautious arrangement and the correct assets. At the point when done quickly or without appropriate exploration, retailers can be left with expensive tasks that last months and never appear to work accurately. That is the reason a few dealers frequently dread incorporation.  Notwithstanding, these feelings of trepidation shouldn’t prevent you from capitalizing on your retail frameworks. You simply need to accomplish some work forthright and pick the best mix answer for your business. Merchants with in-house IT groups of NAV will here and there decide to assemble their joining themselves.. This requires your group to have top to bottom information on the specialized foundation of NAV and some other frameworks you need to incorporate.  Introduction: Generally, when we set up Microsoft Dynamics NAV, the authentication method by default is ‘Windows’. Windows Authentication : This method allows you to connect to NAV as the current Windows user. Username Authentication : This method requires that the user provide a User name, Password, and Domain name. Users are authenticated using their Windows account NavUserPassword Authentication : Users are authenticated using their Username and password instead of windows authentication AccessControlService Authentication : Users are authenticated using Access control Service. The Username and web service key must be specified. This blog provides a step wise procedure to  authenticate Dynamics NAV using NavUserPassword Pre-requisites: Microsoft Dynamics NAV 2017 Steps: 1. Create a self-signed certificate or use a SSL certificate. To create a self-signed certificate follow the below steps: Download Self-signed certificate generator (PowerShell) from Technet. Open Windows Powershell ISE as administrator. Go to the directory where you saved the New-SelfSignedCertificateEx.ps1 file. Run the following command: Import-Module .\New-SelfSignedCertificateEx.ps1. New-SelfSignedCertificateEx –Subject “CN=<your site name>” –IsCA $true –Exportable –StoreLocation LocalMachine Here <your site name> is the name of your computer. Save the thumbprint generated in a notepad for future reference. 2. Manage the certificate Open the mmc.exe from  Start Go to the File menu, and then choose Add/Remove Snap-in. Select Certificates and choose Add Select the computer account. Choose Finish and then OK. The Expiration Date of the certificate will be 1Y-2D (01 Year – 02 Days) valid From 1 Day Before you create Certificate. 3. Add Permissions to certificate Right Click Certificate. From All Tasks Select Manage Private Keys. Add NETWORK SERVICE permission to the certificate 4. Copy the Certificate Copy the Certificate from Personal / Certificate Node. Paste the certificate into the Trusted Root Certification Authorities/Certificates folder, Enterprise trust, Trusted publishers and Trusted people. 5. Enter the Certificate Thumbprint Open the Microsoft Dynamics NAV 2017 Administration. Click on the NAV instance and enter the Certificate Thumbprint. 6.  Configure IIS(Internet Information Service) Open IIS and click on Microsoft Dynamics NAV 2017 under Sites folder Click on Bindings Click on Add, select https under type and select the certificate under the SSL certificate 7. Create a User in NAV Navigate to CRONUS International Ltd./Departments/Administration/IT Administration/General/Users and create a new user.e.g Username : CHRIS_USERPASS and click on Password and set an appropriate password with a combination of  one uppercase alphabet, one number and special character Set Permission to SUPER under User Permission Set tab. Navigate to the ClientUserSettings file of the user and make the following changes. Change ClientServicesCredentialType parameter value from ‘Windows’ to ‘NavUserPassword’. If you are creating a new server instance mention the Client service port and Server Instance Name. In the web config file(C:\inetpub\wwwroot\<webclientname>) change the  “ClientServicesCredentialType” value=”NavUserPassword”  also change the ClientServicePort and Server instance if you are configuring the ‘NavUserPassword’ for a new server instance 8. Launch Windows Client This will prompt for username and password after which Windows client will launch successfully. 9. Launch Web Client Conclusion: To summarize the blog, create a self signed certificate, assign it permissions and copy the certificate to the necessary folder. Copy the thumbprint in the NAV instance and bind the certificate in IIS. create a user with password and make necessary changes in the ClientUserSettings and web config file.

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.