Introduction: In this article, we will see how to resolve the below error while creating/quering records from NAV. Error Details: Error in calling Operation Query (Lookup Block): Operation failed. Label: Lookup CFSCar, Name: CFSCarLookup, Message: The following error has occurred in the Dynamics NAV Connector: Error: NotFound status code = 404. Resource not found for the segment ‘CFSCar’. Scenario: We have a scenario where we are building Integration Process between Microsoft Dynamics 365 (CRM) and NAV 2017. For NAV entities to be visible in Scribe Online, we have to create a Web Service in NAV for that entity. For more Information, you can check our blog article here. So, we had created a Web Service for Item entity i.e. here Items are Car details so the name ‘CFSCar’ in NAV. The ‘CFSCar’ Entity was visible in Scribe Online. But, recently we were getting “Resource not found” error for ‘CFSCar’ entity. So, we Reset the metadata for NAV connection in Scribe and the entity ‘CFSCar’ was not visible anymore. Troubleshooting: We checked the OData URL for entity ‘CFSCar’. We were getting the below error. Reading the above error, we couldn’t pin point the exact error, so we checked the SOAP Url as well. In the SOAP URL for ‘CFSCar’ entity, proper error was displayed. Error details: Naming Conflict within the “Car Status” object. Fields “Rental/Ops Hold” and Rental / Ops Hold” are both transferred to “Rental_Ops_Hold”. Please find new a name for one of those fields! Turns out there was two Status of same name which was causing an issue. Solution: Once we deleted the duplicate status the error was resolved.

Introduction: This blog explains how to filter Generic Type Bookable Resource on Schedule Board. Pre-requisite: Latest Field Service Solution of D365. Procedure: 1. Open Schedule Board, Field Service → Schedule Board.   As highlighted below there is no option to select Generic Type Bookable Resource in Filter Section. 2. Click Options → Selected Resources 3. Select Generic in Resource Types drop down as shown below. 4. Select Bookable Resources as per need. 5. Bookable Resource are shown in Schedule Board of type Generic. Conclusion: This blog explains how to filter Generic Type Bookable Resource on Schedule Board.  

Introduction: In this article, I will be giving the procedure to call an External API from Microsoft Dynamics NAV. The external API which I am going to call from Microsoft Dynamics NAV is ‘TIBCO Cloud Integration’ as I want to perform real-time integration between Dynamics NAV and Dynamics CRM. Pre-Requisites: 1. Microsoft Dynamics NAV 2. External API which will be called i.e. in this scenario, TIBCO Cloud Integration Mapping. Procedure: JSON syntax will be used for storing and exchanging data from Microsoft Dynamics NAV. I have created the following variables: ‘StringBuilder’ of datatype: DotNet and Subtype: System.Text.StringBuilder.’mscorlib’ ‘StringWriter’ of datatype: DotNet and Subtype: System.IO.StringWriter.’mscorlib’ ‘String Reader’ of datatype: DotNet and Subtype: System.IO.StringReader.’mscorlib’ ‘Json’ of datatype: DotNet and Subtype: System.String.’mscorlib, Version=4.0.0.0, Culture=neutral, PublicKeyToken=***’ ‘JsonTextWriter’ of datatype ‘DotNet’ and Subtype: Newtonsoft.Json.JsonTextWriter.’Newtonsoft.Json, Version=6.0.0.0, Culture=neutral, PublicKeyToken=***’ ‘JsonTextReader’ of datatype ‘DotNet’ and subtype: Newtonsoft.Json.JsonTextReader.’Newtonsoft.Json, Version=6.0.0.0, Culture=neutral, PublicKeyToken=***’ I have created a function ‘Initialize’ which upon calling will initialize StringBuilder, StringWriter and JsonTextWriter variables as below: StringBuilder := StringBuilder.StringBuilder; StringWriter := StringWriter.StringWriter(StringBuilder); JsonTextWriter := JsonTextWriter.JsonTextWriter(StringWriter); I have created a function ‘StartJson’ where I am calling the ‘Initialize’ variables function and then calling the ‘WriteStartObject’ of JsonTextWriter DotNet variable. Now create a function ‘AddToJson’ which accepts two parameters as below: The first parameter accepts the name of the Scribe field mapping   i.e. name of the External API field mapping. The second parameter is the field value which is passed from Microsoft Dynamics NAV. Create another function ‘EndJson’ and call the ‘WriteEndObject’ as below:       JsonTextWriter.WriteEndObject; Create a function ‘GetJson’ where the JSon content is converted ToString.       JSon := StringBuilder.ToString; Next I have created a function ‘UploadJSon’ which will upload and POST the parameter values from Dynamics NAV. The UploadJson has the following parameters: The Subtype of DotNet variable ‘String’ is ‘System.String.’mscorlib, Version=2.0.0.0, Culture=neutral, PublicKeyToken=***’ WebServiceURL is the URL which will be called, in this case I will be passing the Scribe map URL which will be hit on a particular condition to perform real time integration. I have created two local variables for the UploadJson function as below: ‘HttpWebRequest’ variable of DotNet DataType and SubType : System.Net.HttpWebRequest.’System, Version=2.0.0.0, Culture=neutral, PublicKeyToken=***’ ‘HttpWebResponse’ variable of DotNet DataType and Subtype: System.Net.WebResponse.’System, Version=2.0.0.0, Culture=neutral, PublicKeyToken=***’ The following code is written in the UploadJson function: The CreateWebRequest, SetRequestStream, DoWebRequest and GetResponseStream functions are as below: The CreateWebRequest accepts two parameters from which the second parameter is the HTTP request method i.e. ‘POST’ or ‘GET’. I have used ‘POST’ as this method submits data to be processed by a specified resource. You can set the timeout required during which the External API should be called. Now in my codeunit’s OnRun() function I have written the following code so that the External API URL i.e. Scribe map is hit and the real time integration between NAV and CRM takes place. I am passing five field values from Dynamics NAV. Note: AddToJSon(‘Car_Stage’,CarStageGlobal) where ‘Car_Stage’ is the name of the Scribe field mapping and ‘CarStageGlobal’ is the NAV field value. I have passed the Scribe map URL to UploadJson function and the Json DotNet variable. Conclusion: In this way, an External API can be called from Dynamics NAV. The External API URL i.e. Scribe map URL in this case is hit within seconds and real-time integration is performed quickly. The field values changed in Dynamics NAV are immediately reflected in Dynamics CRM.

Introduction: This blog explains you setup of gift card in Dynamics 365 retail, which can be issue and redeem in store. In POS gift card can be use as payment tender. Just like loyalty Card Casher can check the balance, he can add balance (Money) to the gift card and issue the gift card from POS. Before you setup gift card in Dynamics 365 retail, you should Set up a retail service product to represent gift cards. If cards have bar codes, make sure that the correct bar codes are associated with the gift card product. Let’s begin. Step 1: Open the Dynamics 365. Go to the Retail and Commerce > Headquarter setup > Parameter > retail parameter Click on Posting. Step 2: In the Gift card product field, select the gift card product. This this case “9999” is gift card product No. you can select your gift card no. Gift Card Company: the legal entity that holds the liability for gift cards. In the Journal field, enter the name of the journal to use when intercompany journal entries are created. Journal entries are creating during the statement posting process. In the Serial number templates fields, enter the start date, end date, and gift card numbering template to use when generating electronic gift cards. If the gift card template doesn’t expire, leave the End date field blank. Conclusion: By following above steps you can setup gift card in Dynamics 365 retail.  

In this blog article, I will explain about the new updates of Power BI related to Data bars for new table & matrix (preview). These are the new type conditional formatting to the table and matrix visual called as data bars. Data bars are a quick way to format data and to make it easier to compare. There are two ways two ways to turn on data bars.   1) From the Field itself and   2) From Menu Select Data bars on any numeric measure from your matrix or table. This launches a dialog for customizing the data bars. We can set the properties for data bars like we can set the bar color , min and max value. See below screen captured: Once you confirm with settings, you’ll see the data bars applied to the visual. You can also turn on color scales and data bars from the formatting pane by selecting Conditional formatting. Set Color scales or Data bars to On to apply the default settings or, to customize the settings, select Advanced controls.

Introduction: This blog explains options available for sharing of Schedule Board in D365 Field Services Pre-requisite: Latest Field Service Solution of D365. Procedure: Open Schedule Board, Field Service -> Schedule Board. Open a specific Tab Setting on Schedule Board for e.g. Facility as highlighted below. Click on field “Shared With” dropdown. Schedule Board can be shared with below 3 options Everyone – Schedule Board is shared with all Users. Just Me – Schedule Board is shared with Login User Only. Specific People – Schedule Board is shared with Specific People. Steps to Share Schedule Board with Specific People: Select “Specific People” option in Shared With field of Tab Setting on Schedule Board. Open “Schedule Board Settings” entity records from Advanced Find. Open Schedule Board of Specific People record from the results. Click on “Share” button in ribbon. Add new User by Clicking on “Add User/Team” option and provide privileges as per need. Conclusion: This blog explains the options to share Schedule Board and, also how a Schedule Board can be shared with specific Users only.  

Introduction: Zapier is an Integration tool which allows users to connect various Web Apps.  Zapier is used for simple small scale integration purpose. In this article, we will learn how to create a basic Zap (Integration Process) for Integrating Accounts from Salesforce to Microsoft Dynamics CRM. Pre-requisite: Salesforce Microsoft Dynamics 365 CRM Zapier Steps: Login in to your Zapier. First Step is to create connection for your Source and Target Systems. Click on ‘Connected Accounts’ Tab for creating Source and Target Connections. After selecting the connector, you will be prompted to enter credentials to connect to the systems.List of all the Connected systems/ Apps will be displayed under My Connected Accounts. You can Test, Reconnect or Disconnect the Connections.  Now Click on ‘Make Zap’ to create your new Zap i.e. Integration process definition. Choose the Trigger App. i.e. your Source. Here, we are using Salesforce as our Source. Choose Trigger. i.e. Select an event, based on which you want your Zap to execute. Here, Creation of new Account in Salesforce should execute the Zap; so, we have selected ‘New Account’ Select your Salesforce Connection. You Test your connection by clicking on ‘Fetch & Continue’. If the test is Successful, you can even view the record which is fetched by clicking on ‘view your account’ After setting up the trigger, we have to setup Action. Now, we have to select our target system. Here, we are Microsoft Dynamics CRM as our target. Choose an Action. i.e. Create or Update operation you want to perform on target. Here, we will select ‘Create Account’ since we want to create an Account in CRM which is integrated from Salesforce. Choose your Microsoft Dynamics CRM Connection. Now we have to Map fields of Source fields to Target fields. Click on  target field to get drop for list of source fields. Map all the required fields. After Mapping all the fields, press continue to Save the mappings. Then you can test the Mapping by clicking on ‘Create & Continue’. This step will create the new record in target per the Mapping and data that is fetched from Source in step 7. You can view the record created by clicking on ‘view your account’. You can click on button add more actions or Click on ‘Finish’ button Name your Zap and Turn it on.You are all set for Integration!!

Introduction: In Dynamics 365 Operation retail POS, we have different button on POS of different function. Some time we have a requirement from client he want some specific button on POS. In This blog I am going to show you how to add button on POS Screen. Follow the below steps. Step 1: Open the Dynamics 365 Operation. Step 2: Go to the Retail And Commerce > POS > Screen Layout Step 3: Once you click on it, list of screen layout will open. As per you Store Profile  select  layout. In this case my layout of  A2CP16:9C Step 4: We all Know that In dynamics 365 POS, there is different button grids, As per requirement we will add demo button in Shift and Drawer button. So select the button grids and click on designer button Step 5: Once I click on it. My button designer will Open. Step 6: Right click on the last button and click on Add row. In Row will be added. Right click on button and select Button property. And set the Property Step 7: Click on OK Button and close the designer. Go the Channel Database and Run the Job No. :- 1070. Conclusion: With the help of above steps, you can add, remove or create Customized button designer view for the MPOS and CPOS

Introduction: In this blog, we shall see how a user can install the ‘LinkedIn Sales Navigator’ on their MS D365 CRM online environment. Pre-Requisites: D365 CRM Online Environment MSDynamics 2016 and 365 Widget Rar File. Procedure: The following are the steps to Install the LinkedIn widget to Microsoft CRM D365 Step1: The user will have to download the zip folder from the following LinkedIn website link. Do not unzip the folder as we need to import the solution as it is to the D365 CRM Environment. For downloading the zip folder use the following link and save the zip folder to a particular folder. https://www.linkedin.com/help/sales-navigator/answer/78963 Click on the zip folder download link as shown in the above image. Step 2: Now the user will have to go D365 CRM and on the ribbon, go to Settings> Solutions as shown below On the solution page select ‘Import’ option Browse for the solution file that we had previously downloaded and click on ‘Open’ then ‘Next’ In the next window the user will get the information of the solution. The user can view the information by clicking on the ‘View solution package details’. Click on Next to proceed ahead. Note: User will have to check the ‘Enable any SDK message processing steps included in the solution’ if it is unchecked and click on the Import option A dialog box will pop up showing progress of the import. Once the importing has finished click ‘Next’. A summary window will display all the imported components, indicating the solution import. Step 3: The last step of the installation process is to assign all users a ‘LinkedIn Configuration’ security role to give them access to the integration. In the All Areas drop down, navigate to Settings > Security and click on Users. Select all the required users to whom you want to provide the LinkedIn widget access and click on ‘Manage Roles’ at the top. A dialog box will pop up as shown below and check ‘LinkedIn Configuration’ and click OK. The user has finished importing and configuring the LinkedIn for Microsoft Dynamics CRM online solution. Conclusion: Thus, we have seen how can a user successfully configure the ‘LinkedIn Sales Navigator’ widget for MS D365 CRM Online Environment.

Introduction: With themes in D365, organizations have the ability to uniquely brand the D365 System with supported way to apply organization’s logo and colour choices to the application. Themes: Themes in D365 can be incorporated in several simple steps, Step 1: Under Settings, select Customizations and then Themes. Step 2: By default, D365 default theme is present in the system. Now If we want to create theme for our organization, select New Theme. D365 default theme can be used as a reference to understand how themes work in D365. Step 3: Once New theme is selected the page layout is as follows: Let’s see how individual field works and what it means. Theme Name: Here user can specify the Theme Name. After a name is specified and record is saved then default values are set. Logo: Sets selected Logo replacing default Dynamics 365 logo. Click “New” in search option of Logo field. Logo Image recommended size is 400px in width and 50px in height also supported image file formats are .gif, .jpg and .png Enter details as required ,upload logo image and publish web resource. Click button in Ribbon “Publish Theme” and below are changes as highlighted. Logo Tooltip: Set Tooltip on Logo as highlighted below: Navigation Bar Color: Set Navigation Bar Color replacing default black Color. Navigation Bar Shelf Color: This field sets Navigation Bar Shelf Color of Navigation Bar Header Color: This setting sets Font Color of Header of Sub Area. Global Link Color: This field sets Color of link record. Selected Link Effect: This field sets Color of Selected Records. Process Control Color: This field changes Business Process Flow Header Color. Default Entity Color: This field sets default Entity Color for all Entities except Custom Entities. Default Custom Entity Color: This field sets default Color for all Custom Entities. Control Shade & Control Border: Above field settings set control border and shade. Step 4: Once theme is completed and we need to publish it by click Ribbon button “Publish Theme”. Note: Publish theme gets applied to all D365 users. Conclusion : Hoping this blog explains how to design theme for client.