Disconnected systems cause your business processes to be inefficient. How quickly can you get new products up on your eCommerce store? How long does it take you to update inventory counts? When these processes are too slow, it negatively impacts your performance. You can’t keep up with your competitors. Overall, these issues can lead to poor customer experience. You won’t be able to process orders quickly enough or give customers the accurate information they need to make a purchase. Coordinating with CRM NAV integration permits you to consequently synchronize information between your ERP and different frameworks. You don’t need to contact any catches. You get the opportunity to characterize rules on how information is shared by your operational needs. Introduction: SMS Messages can be sent from a D365 CRM Online to an individual using the Twilio Web Services. In this blog, we will see how can we send SMS Messages from CRM using Twilio Web Service Scenario: We will create a message record from CRM which on save will call the Twilio web service via a plugin and send the message to the destination based on the information passed to Twilio from the D365 CRM. Process: Step 1: Creating Entities Create the following 2 Entities which are ‘SMS Configuration’ and ‘SMS Message’. The SMS Config entity will only consist of three fields which are Username which will have the value of ‘Account Sid’. Password which will have the value of ‘Authentication Key’. From which will have the value of Twilio ‘Account Phone number’. The SMS Message entity will consist of the following two fields which are as follows To which will have the value of the ‘Receiver’s Phone number’. Message Body which will have the value of the ‘Message text’ that the receiver will receive.  **Note: The purpose is to provide dynamic data and to not hardcode any value. Step 2: Creating Plugin Code to Call the Twilio Web Service The plugin code will be consisting of two main code blocks: Web Service Code Block Main Execute Code Block Web Service Code Block We will be using the Web Service code in our plugin code while calling the Twilio Web Service from CRM. For more information on how to call Web Service using plugin refer the following link : https://www.cloudfronts.com/call-web-service-plugin-dynamics-crm/ In this case we need to make modifications to the Web Call Service function block of the Web Service plugin code. Changes made to the ‘Try Block’ of the Web Service Call. We won’t require to make any changes to the WebClientEx code block of the Web Service Call Code. Main Execute Code Block In the Main Execute Code Block we will be calling the above Web Service Code Block. Retrieving of the SMS Configuration Record can be done using fetch XML method. Conclusion: Thus, in this way we can send SMS Messages from D365 CRM Online using Twilio Web Services. Hope you find this helpful.

Introduction: This blog explains how to add learning path to your solution. Prerequisites: Dynamics 365 (online – latest version, or Dec 2016 update installed). Steps to be followed: Steps for enabling learning path Steps for adding users to Learning Path Authors Creating Learning Path content Stpes to create Guided Task Steps to create Sidebar 1. Steps for enabling learning path: Opt-in to Learning path by going to Settings->Administration->System settings (under General tab). Select Yes for Enable Learning Path and Enable Learning Path Authoring. Confirm that Use Custom Help for customizable entities and Append parameters to URL are set to No. OK. 2. Steps for adding users to Learning Path Authors: Go to Admin Portal. In Admin center Groups->Learning Path Authors security group. Click Edit in the Owner row to add owner of the group. Click + Add Owner, and then select the user from list or search for the user(s). Click Edit in the Members row to add users to the group. Click + Add members, and then select the user from list or search for the user(s) you want to add to the group. Save and close. 3. Steps for Creating Learning Path content: Go to help. Click on content library button Content Library will open. There are two types of learning path content: Guided Task: Interactive “bubbles” which form a sequence to provide help or guide users on specific tasks. Sidebar: Vertically formatted help content, which is initially shown as a “table of content” with items that the user can expand, revealing relevant webpages, videos, or links to existing guided paths content in Dynamics 365. 4. Steps to create Guided Task: Click on + Guided Task to create a new Guided Task. Fill Details. Save. Click on + Add New Steps to add steps to your Guided Task. Step with Next Button: This step has a Next button that can be used to navigate to the next step in the flow. Step with User action: This step does not have a Next button. The user is prompted to click the UI element on which the step is pinned. User action with Next Button: This step does have a Next button. Clicking the Next button has the same effect as clicking the UI element on which the step is pinned. Learning Step: This step can only be at the end of a guided task flow. Drag and drop the step where you want. Give step title. Click on content type to add content it can be text or video. Save. Repeat step number 5 until all steps are added. Click on Preview to see how it will work before publishing. Click on publish select your publishing environment. Output of Guided Task:   5. Steps to create Sidebar Click on + Sidebar to create a new Sidebar. Fill Details. Save. Select the section and add what type of content you want to add in that. Repeat step number 4 to add more sections to sidebar. Click on Preview to see how it will look. Click on publish select your publishing environment. Output of Sidebar: Conclusion: Using learning path newly created  users can easily navigate through the system with ease. It provides basic guidance to the users.

I tried many ways to figure out why the “Project Information” form is not opening in Opportunity when a lead is Qualified in D365 PSA. I tried manually opening the “Project Information” form on Opportunity, but, it turns back to default “Opportunity” form. I figured out lastly that the tweak was with one of the fields in Lead form. To open the Project information form on opportunity, the “Order Type” value should be “Work based” this ensures the lead is for Project Service. If we select “Service-Maintenance Based”, it opens “Field Service Information” form on opportunity. Lastly, “Item Based” open the default “Opportunity” Form.

Introduction: In this article, we are going to learn how to embed Power BI Tiles in your Dynamics 365 / CRM Dashboards. Steps: Sign-in to Microsoft Dynamics 365 as a user with the system administrator security role Go to Settings > Administration > System Settings. On the Reporting tab in the Allow Power BI visualization embedding option, select Yes to enable or No to disable. Click OK. Create Dashboards in Power BI and publish it. Then Create or edit a Dashboard in CRM. And insert Power BI Tile in TAB. Select a Power BI dashboard and a tile. Complete the dashboard, Save, and close. You are all set!

D365 Field Service is about something other than having the correct instruments for the activity regardless of where you are. It’s tied in with having the option to associate with your most significant resource, your clients. With Dynamics 365 and field administration the board arrangements from PowerObjects, you can make a client support story that traverses different channels, amplifies your workers’ effectiveness, and surpasses client desires.  Accomplish total hierarchical arrangement with Sales, Marketing, Customer Service, and Field Service groups for client records. Deal with all gear parts for complete perceivability into guarantee and administration understandings; all out income and related expenses; and review history. Field Service Management platform providing enterprise companies with tools to streamline their business processes – from real-time mobility across every major device, to routing and workflow automation. Introduction: This blog explains how to embed D365 Field Service Views  in Dashboard of D365 Online Portal. Steps of Implementation: Create a new Entity List in D365 Field Service. Set key on Entity list as highlighted below. Add View to Web Template as shown below. Note: You can refer blog how to configure Dashboards in D365 Online Portals by referring to link – https://www.cloudfronts.com/embedding-d365-field-service-charts-d365-online-portals/ Conclusion: Above description in blog helps users to embed D365 Field Service Views in Dashboard of D365 Online Portal.

D365 Field Service has everything to manage your complex business needs from scratch till the end. On the off chance that Field Service is a fundamental piece of your everyday business, Dynamics 365 for Field Service is a start to finish arrangement that can enable your association to oversee complex assistance understandings, track resources and stock, oversee administration orders, rapidly distinguish and dispatch assets, and addition the insight expected to offer prescient and preventive assistance and backing.  Robotize and improve booking to dispatch the correct professional and get the most incentive out of your assets. Upgrade your administration experience by proactively recognizing, investigating, and settling issues so a specialist is dispatched just when vital. Give clients self-administration entries, proactive updates, and expert following to guarantee a positive involvement with each progression.  Introduction: This blog explains how to embed D365 Field Service Charts in D365 Online Portals. Steps of Implementation: 1. Get Guid of Chart and View used for Chart in D365 Field Service. 2. Create a new Web Template, Portals -> Web Templates and write code in Source field with Chart ID and View ID  as copied in Step 1 as below. 3. Create a new Page Template, Portals -> Page Templates and set details as highlighted below. 4. Create a new Web Page in D365 Online Portals and set Page Template created in Step 3. 5. Create a new Link for Dashboard in D365 Online Portals. Hover Mouse on Home button and click on Edit option. Click on New button as highlighted below. Enter details as shown below and click on Save button. Conclusion: Above description in blog helps users to create Dashboard in D365 Online Portals by embedding D365 Field Service Charts as below.

Whether you are a small sized business, a mid-sized one or a large business, Microsoft dynamics nav upgrade is all you must do to gain new heights in your business. Elements NAV clients are passing up the genuine advantages of moving up to Dynamics NAV in the present cloud-based condition. Microsoft is persistently seeing approaches to ad lib the Enterprise Resource Planning Systems or ERPs.  In the event that you overhaul Dynamics NAV, you will be exploiting improved usefulness, new highlights, and upgraded abilities, you can help efficiency, diminish costs, and improve client assistance. Utilizing Microsoft Dynamics NAV Inventory Management, organizations can do errands, for example, setting up elective merchants, mind stock gathering the executives, and get the necessary investigation report easily. Introduction: To track changes that are made to records in a particular table and to store them sequentially in NAV, logs have to be created. Using logs we can record changes that are made to standard or custom fields in a table. In this article, I will be demonstrating the steps required to setup logs in NAV. Pre-Requisite: Microsoft Dynamics NAV 2017 Procedure: 1. Navigate to ‘Change Log Setup’ Page using the NAV windows or web client. 2. In the actions tab, choose ‘Tables’ under Setup group to select the tables and the fields on which changes are required to be logged. 3. A list of all the standard and custom tables will be displayed. Logs can be created on three events: Initially when the record is created, log will be created with the initial value of the selected field to be logged. When the record is modified, log will be created in the system with the old and new value of the selected field to be logged. When the record in deleted, log will be created in the system. 4. You can either select some fields to be logged or select the All fields option. If you select ‘some fields’, click on the ellipses (…) to select the fields on which log will be created. If ‘All fields’ has been selected, by default all the table fields changes will be logged. 5. I have created a log entry on ‘Item’ table on two fields ‘No.’ and ‘Car status’. Car status is a custom field with option datatype. 6. On clicking the ellipses (…) when ‘Some Fields’ is selected, the table field list will be displayed. Select the event when a log record has to be created i.e. Log Insertion, Log Modification or Log Deletion. 7. Now on the Change log setup page, select the ‘Change Log Activated’ checkbox. 8. After creating a record in ‘Item’ table and modifying the values of the ‘Car status’ field, the following logs are created in the system. Date and Time when the log is created is stored which will be useful to get history of events performed in the system at any point. The user ID who is creating and modifying records will be stored. Table caption stores the table name which is selected. Primary Key Field 1 Value stores the Item No. i.e. the unique field in the table. Type of change will be stored i.e. Insertion, Modification or Deletion. For option fields, the old value and new value is stored. Conclusion: These are the steps required to create logs in NAV which will track changes made to the fields selected in the change log setup.

Introduction: In this blog, we shall see how can a user install multiple Portal Instances for Microsoft D365 CRM Online. Pre-Requisites: D365 CRM Portals D365 CRM Environment Overview 1. A user can set up more than one Portal for a given D365 Environment provided that the second portal is different from the first portal that is installed. For eg: If the user has already installed a community portal then the user will have to install a different type of portal like partner portal , employee portal etc. 2. The user cannot install two portals of the same type. For eg. If the user has already installed a customer portal then he cannot install multiple portals which are customer portals. 3. As we know that a user can have multiple portals associated with the same D365 (CRM) instance and along with a single D365 Subscription the user gets out of the box a single portal license, which means that the user gets only one free portal add-on. 4. The user can go to the Instance page and install multiple portals as shown below in the available multiple options. In order to have a second portal add-on on the D365 instance the user will have to follow the Steps given below: Step 1: Opening the Admin Center.  Go to D365 and open admin as shown below. Step 2: Opening the Purchase Service In the Admin Center Page click on the Billing option in the left side menu bar and select Purchase Services under that. Step 3: Selecting the Subscription In the Purchase Services, we will have to find the following subscriptions which are as follows: Dynamics 365 Enterprise Edition – Additional Portal Dynamics 365 Enterprise Edition – Additional Portal Page Views **Note: These Licenses are only shown to the user if they have a purchased license and are not using trial version of the license

Introduction: This document contains the steps on how the TIBCO Cloud Integration Agent with custom connector for Dynamics GP can be deployed on server. Install a TIBCO Cloud Integration on-premise agent A TIBCO Cloud Integration agent needs to be installed on the server where the target data store resides. Download TIBCO Cloud Integration agent You can download and setup an agent from https://app.scribesoft.com Once logged in to TIBCO Cloud Integration portal in the server where the target data store resides, navigate to ‘More’ and then ‘Agents’ and then click on ‘+’ and ‘On-Premise Agent’ to create a new agent. Please refer the screenshot below: A new window will open where you can click on Install On-premise Agent to download the agent as shown below: On clicking Install On-premise Agent, TIBCO Cloud Integration will provide you to download the agent. You need to save the same to your local system. Copy the Agent Key in your clipboard; it will be used during Installation of Agent. Navigate to the location where the ScribeInstaller was downloaded and start the installation Make sure pre-requisites are setup to be able to successfully continue with the installation and click Next:   The wizard will start. Click Next until you see the screen where Agent Key is asked by the installer. Enter the same key which appeared on the screen where new agent was provided to be downloaded. And click next. Select where you want to install the TIBCO Cloud Integration agent. Finally click Install Agent. Let the setup continue. Click Finish once the setup completes.   Turning TIBCO Cloud Integration Agent on and off TIBCO Cloud Integration Agent on your system is a Windows Service which can be stopped, started and restarted. View Services application on your Windows machine to locate the TIBCO Cloud Integrationweb service Locate Scribe Online Agent in the Services. This is where you can start and stop service in the event of updating the DLLs for the Scribe Online connector. Deploying Scribe Online connector on the target system Deploying the Scribe Connector to the target system consists of copying the required DLLs and PDBs to the following folder in the Scribe Online Agent directory located on the target machine: Locate Connectors folder in the Scribe Online Agent directory. Folder named “DynAD Connector” contains DLLs and PDBs required to be available in the Scribe Online’s Connector folder. This folder needs to be copied in the Scribe Connector’s Connector folder. The address for Scribe Online Connector is: C:\Program Files (x86)\Scribe Software\Scribe Online Agent\Connectors Once the folder is pasted to the Connector folder, the agent needs to be started again. Navigate to View Local Services on the machine and locate Scribe Online Agent and start the same as shown below. For the Custom GP Connector developed for AKA, the following files are required to be copied in the “DynAD Connector” folder. Note: Since the project is divided into 2 DLLs across a Visual Studio solution, CFS.Connector.GPConnector.dll and CFS.GPClient.dll are the 2 DLLs and their respective PDDs are required. Required Files: Connector.GPConnector.dll and CFS.Connector.GPConnectorA part of the GP connector (.dll) and its PDD file GPClient and CFS.GPClientA part of the GP connector (.dll) and its PDD file Core.ConnectorApi.dllThis .dll file is required by the ScribeOnline agent to be able to access the Scribe API provided by ScribeOnline. Json.dll and Newtonsoft.Json These .dll files are required by the connector to be able to JSON file stream where the fields of the target connector are retrieved. JSON files – 5.1 DynADCampaignHeader.json 5.2 DynADCampaignLineItem.json 5.3 DynADSalesCommission.json 5.4. DynADCampaignErrorLog.jsonThe above files are the JSON files which contain the fields required by Dynamics GP entities. These files need to reside in the folder as the .dll require these. Important: These files also need to be present in the C:\Windows\System32 of the system. Updating Solutions with newly installed Scribe Online Agent Login to Scribe Online Portal through https://app.scribesoft.com Open a Solution and resign the Solution with newly installed Agent. Repeat this for all the Solutions. Conclusion: By following the mentioned steps, you can deploy the Scribe Online Agent with custom connector for Dynamics GP on server.

Microsoft power BI is a collection of features and online services that enables you to share your findings, analyse and visualise data in the form of dashboard and reports and the whole process is termed as power bi analytics. Utilizing the Microsoft Power BI Integrations, you can import information that is huge from different sources into the Power BI work area. You can alter the information or plan on changing it in the wake of bringing in to your framework.  The Microsoft Power BI Service now and then is alluded to as Power BI or app.powerbi.com. You can keep awake to date with all the fundamental data that truly matters to you. Force BI arrangement will assist you with conquering the greater part of the issues you are looking for effortlessly.  Introduction: In this article, we will see how to embed Power BI in Microsoft Dynamics 365 Operations. Steps: Register your Dynamics 365 Operations as a web app on Azure AD. Open link: http://dev.powerbi.com/apps Login to your Power BI account Fill the required details: App Name App Type: Select as ‘Server-Side Web app’ Enter a redirect URL: Your instance URL with /oauth at the end Enter a homepage URL: Your instance URL Choose API access you need. Click Register App. Once the app is registered, you will get Client ID and Client Secret. Copy these 2 keys, you will need it later. Navigate to Power BI settings in Operations which is under System Administration section.  Enter the details in Power BI configuration: Client ID: Paste the Client ID Key from Power BI registration Application Key: Paste the Client Secret key from Power BI registration Redirect URL: Your instance URL with /outh at the end Enable the Power BI Navigate to Reservation Management for instance and you will see a Power BI column. Click on Get Started. Authorize Power BI by clicking on ‘Click here to provide authorization to Power BI’ You will be redirected to the new window with authorization success message Now, you can select reports and dashboards from Power BI and pin them to your workspace.