In this blog article, I will explain you on how to Embed POWER BI reports inside of your custom web app. Below are the steps to connect over Power BI Embedded: Create the Workspace collection inside of azure portal Stored PowerBi access key for the workspace Workspace creation using Rest API solution file (download from github) Import powerbi pbix file on the same workspace ID Deploy embedded page using visual studio Iframe the  web page url insdie of your web app Let’s walk through the steps to build a Work space Collection using the Azure Portal. Open and sign into Azure Portal. Click + New on the top panel. 1.    Under Data + Analytics click Power BI Embedded. 2.    On the Work-space Collection Blade, enter the required information. For Pricing, see Power BI Embedded pricing. 3.    Click Create. The Workspace Collection will take a few moments to provision. When completed, you’ll be taken to the Work-space Collection Blade. So from this window please copy work-space collection Name and Subscription ID in the notepad for further use. We also need to copy PowerBI API access key for this workspace collection.       Now we need to generate workspace report and dataset using visual studio solution file which you can download from github. After downloding the file you need to ope “PowerBI embedded” soln file. In the solution file you can found 2 projects, Provision Sample: Used for build-up workspace and import pbix file to azure workspace collection EmbedSample: After importing PBIX this project used for deployment of web page url First we need to run the Provision sample project,It will generate one CMD window when you are going to run it. Here you can find different option for the activity, we already done with workspace collection name inside of azure portal so now we need to choose step 5 for creating workspace. Once you select step 5 it will ask for “Workspace Collection Name” and we need to type exact name which we created in azure portal. After that it will ask for access key and that key is your POWERBI API access key which we copied earlier. After this steps you need to select option 6.” Import PBIX Desktop file into an existing workspace” in the above cmd window. Now it will ask for Dataset Name and path of the PBIX file which you want to embedded inside of Web APP.Datasetname should be any user-friendly name for your reports. And it start importing our PBIX file into azure workspace collection. After succeeding this process, we need to select embed sample project inside of visual studio and required to change some information inside of web config file. Based on the above image we need to provide couple of information inside of web config file. Access key: it is POWERBI API Access key which created on azure porta Workspace Collection: Name of the Workspace collection we created in step 1 Workspace ID: this id you will get on cmd window when doing step 5 So, after doing this changes we need to run this project file and it will open new browser window with Power BI embedded reports inside. You can copy that url and iframe it inside of your Web APP. It will look like below:      

In this blog article, I will explain about the new updates of Power BI related to New Matrix Visual Preview and its enhancements. In these we introduce a preview of a new matrix visual. This is the new version of the matrix as a separate matrix visual so we can test out the new experiences without impacting any of our other visuals or Reports.   Benefits of this new matrix include: Performance improvements Drilling into hierarches Stepped layout Cross highlighting and filtering from matrix headers and cell contents In the new matrix preview, we can Go to next level in the hierarchy Expand all down one level in the hierarchy Drill Down When we create a hierarchy we will see only the top level by default and can drill into lower levels. We can drill into the row headers using the drill buttons in the visual menu or we can right click menu. Using the Go to next level in the hierarchy option we will move to the next level of the row hierarchy. Using the Expand all down one level in the hierarchy option we will show multiple row header levels at once. We can also turn on Drill Down and drill into one specific row header. We can also use right click menu to do all these drill actions on both row and column headers. In matrix visual we can Sort a column, Word wrapping and  resize the column width. i) Column Sorting We can sort the matrix visual by the total and row headers ascending or descending. ii) Column Resizing We can minimize or maximize the size of the column iii) Word Wrapping We can word wrap column headers, row headers and values in the matrix preview.

As an entrepreneur, if you want to streamline your operations and finance departments, you should go for an ERP solution. Countless companies are offering ERP or Enterprise Resource Planning solutions or software. Dynamics 365 for finance and operations, however, is one of the best ERP solutions that you can find in the market today. One of the key reasons why a lot of companies are using this software is that it is easy to install, configure, and to use. You can scale your business when you use ERP solutions like Dynamics 365. A lot of resources are available online that will help your employees become smart and efficient.  Deploying this software is easy. Here is some information for you In this blog article, we will see how we can deploy the package in Dynamics 365 Operations. This Package can be any latest update, hotfix or deployment package you have created. Prerequisites: LCS login VM Instance Steps: 1. Download, Extract and Unblock Package 2. Update topology configuration data 3. Generate a runbook from the topology 4. Execute runbook Download, Extract and Unblock Package a. Login to LCS and download the Zip file of Deployable Package. b. After downloading, go to downloaded Zip file properties and select unblock. c. Extract the Zip file to a non–user folder. Update topology configuration data a. Go to extracted folder and open the file “DefaultTopologyData.xml” b. Populate the file with VM name. i. Go to This PC -> Properties. Find the name of the machine. ii. Update the VM name with the machine name in the file. c. Populate the file with installed components i. Open a command prompt as an administrator. ii. Run the command from extracted folder path to see a list of all installed components on the computer. iii. Update the file with a list of components. 3. Generate a runbook from the topology a. Run the command to generate a runbook. AXUpdateInstaller.exe generate -runbookid=[runbookID] -topologyfile=[topologyFile] -servicemodelfile=[serviceModelFile] -runbookfile=[runbookFile] Example: b. Runbook will contain instructions in sequential steps to deploy the package. 4. Execute Runbook a. Import the runbook. AXUpdateInstaller.exe import -runbookfile=[runbookFile] Example: b. Verify the runbook. c. Execute the runbook. AXUpdateInstaller.exe execute -runbookid=[runbookID] Example: d. Export the runbook. Export the runbook for future reference, you can use it to refer the steps, time to execute each step and logs for each step. UpdateInstaller.exe export -runbookid=[runbookID] -runbookfile=[runbookFile] Example:

Microsoft Dynamics 365 for Retail Management Solution is the perfect answer to the questions from the modern day consumers related to cost-effectiveness, fast and flexible services that they aim for. Microsoft Dynamics aims at seamless management solutions across all retail channels making it easier for the customer to establish a balance between their business requirements and the deliverables. When it comes to power and performance, Microsoft Dynamics is the best enterprise resource planning (ERP) cloud solution currently available in the market This amazing retail management solution from Microsoft has considerably reduced the complexities faced by the retailers in their day-to-day life in a new and unified way making it one of the most wanted and demanded software solutions in the market. Introduction: Dynamics 365 Operation Retail is providing CPOS.  This Blog Describe you, how to configure CPOS in AX 7 Operation. CPOS is Online POS, Offline POS functionality does not support to CPOS. CPOS can be Open in Internet Explorer, chrome, Firefox browser. MPOS having Online and offline functionality. In this blog for Demo Purpose, we are configuring CPOS for Huston store. And for CPOS, I am using Chrome browser. Follow the Below Setup to Configure CPOS . Before you Start: Before you Start Configuration of CPOS. Go to the Retail and Commerce -> Headquarter setup -> Parameter -> Retail Shared Parameters Select Entity Validation Templates.  Click on Import Default template. After that Drill-down to template Option and select Select RetailVal and click on SAVE button. Step 1: Go to the Retail and Commerce > Channels > Retail Store > All Store And select Houston Store. Click on Configuration Status. Select Approve All and click on Update Button. Step 2: Go to Retail and Commerce > Channels > Channel Deployment In Retail Store search for Houston Store. You will find that Progress for Houston store is 100%. Step 3: Click on Registers. Next to that you will see all the register which is created all stores. Put the filter on “HOUSTON” on Store Number. After that you can able to view list Houston Store Registers. Select Registers Number “Houston-30” and Open it. Click on configuration Status Click on Approve all and click on Update. Once you click on Update. Status will change to Completed. Click on close button. Step 4: On register page click on Device Select “HOUSTON-30”. Application Type of this Device is “Retail Cloud POS”. which mean this is CPOS. Activation status is Pending and Validation Status is not Run. Change Activation Status from pending to Pending to Activated and click on Validate Devices for Activation. Step 5: In General Tab of Device “Houstone-30” copy POS URL and Past it in Browser. Or you can click on that URL Link. Click on Next Button. Server URL, Device ID and Register ID is set by Default base on your Cloud POS Device. Click on Activate button. Once you click on Activate, it will start for activating Cloud POS. Once its Active, you will get message Click on Get Stated. You can able to view Cloud POS Login Screen. Enter Worker user ID and Password to login. Conclusion: By following this Steps, you can configure CPOS in Dynamics 365 Operation.

Introduction: CRM SDK provides a data migration tool/application called “DataMigrationUtility” which allows simple data migration from one CRM environment to another CRM environment. Prerequisite: Microsoft Dynamics CRM. CRM SDK Purpose of the set up Our goal is to migrate accounts from one Online CRM environment to another CRM environment. Steps: Open CRM SDK folder and run ‘DataMigrationUtility’ application. Path: SDK\Tools\ConfigurationMigration Click on Create Schema. You’ll be asked to log in to your source CRM system. Select the solution, entity and fields. Then click ‘save and export’, this will save a XML schema file. To export data: select XML file created in the above steps and create a file to save the data (zip file); then click Exportdata. Click exit after successful export of data. To import data: Click on Import data and then continue. Login to your target system. Select Zip file which was created in the above steps. Click on Import data Error logs can be viewed from Logs stored.  

Dynamics 365 business central development is an ERP or Enterprise Resource Planning solution from Microsoft. It is undoubtedly one of the best in the market. A lot of Small and mid-sized companies are using this software to increase their efficiency and productivity of their teams.  It is easy to install and deploy this software. It is also quite affordable. The best part about it is that your employees can learn how to use it in a few days. Now, this is one of the key reasons why a lot of companies are happy to get this software. There are a lot of resources that are available to help people who are stuck with a problem to get over it quickly.  Introduction: This article is to import data from the Excel file into existing NAV table. This import matches the excel entries with the existing NAV table and modifies the records of the table on import of the excel file. To accomplish this, we create a report using Excel Buffer as the DataItem. Pre-requisites Microsoft Dynamics NAV 2017 Microsoft Excel. Steps: 1. Create a table with fields and populate it with data. 2. Create a excel file which you want to import. 3. A page is created with action button to Import data from excel. 4. A Report is created using Excel Buffer(table id 370) as a Data Item. The report property Processing Only is set to yes. Standard ‘ReadSheet’ function of the table Excel buffer is used to read the data from the Excel file. 5. A function is used to calculate the total number of rows and columns using Excel Buffer table. 6. On the PreReport function of the report we write the following code. 7. In the Insert Data function it initializes the table created in step 1,  sets the range from the matching fields and if found it inserts values in the table. 8. To open the Excel file and selection of sheet we write a code in the Request Page in  the Report. We use File Management codeunit to upload file. 9. Now run the page and click on the action Import then select the excel file. 10. The import is completed and we can view the modified changes on the page after the excel file import.

Introduction: Microsoft introduced a cloud-based platform that works with Mobile Devices known as Microsoft Staff Hub. This platform enables workers and their Managers to manage, communicate and share content. Workers can ask for time off or swap and offer their shifts with their co- workers whereas Managers can send messages to one person or the entire team. Managers can also upload files and then workers can access that file within their Mobile Apps. Microsoft Staff hub is available for Office 365 Business Subscribers as a Web App for Managers and as a Mobile App for Employees/Workers supported on iOS and Android. Settings To start with Microsoft Staff Hub, the very first step is to activate the Staff Hub which can be done by Global Admin. Enabling Microsoft Staff Hub After Login, Admin can go to the mentioned URL https://staffhub.ms/admin and enable StaffHub. Self-Provision Accounts This setting enables the ability to create the new Office 365 accounts for desk-less workers. It adds the Security Group “DesklessWorkers” and creates an account in Azure Active Directory and provisions an Office 365 Group for every team that is created. Microsoft StaffHub Team members are added as members of Office 365 Group and the files and documents that are uploaded in Microsoft StaffHub Team are stored in Group SharePoint of that Team.     Employee Resources Admins can provide their desk-less workers with links to important internal resources or PowerApps i.e. the ones that are most often used by employees. You can enter max up to three links and can give corresponding Titles. Working: Create Schedule Managers can use Microsoft StaffHub to create Schedule, Manage Requests for Shift swaps or Time off and they can also share information with files across the team. With StaffHub, Managers can update shifts from week to week, by “Copy Last Schedule” button with different color labels and can update the notes in the shift that can be highlighted to the workers. Schedules can be viewed in Day, Week, Month, Today or we can just go to a specific day. Managers can add an employee in the schedule for a shift. They can set the start and end time. Managers can also assign a color or add notes to the shift. Custom Label can be used to display in the schedule. Raise Requests Employees can request to schedule changes in the shift using Microsoft StaffHub mobile app. The request is sent to Manager for approval and once approved it is automatically updated on the schedule. Employees can also offer to swap the shift i.e. to get the shift exchanged by some other co-worker. Workers can decline the request and approve the request. View Shifts Workers can view their shifts in a single view on their Mobile App. Conclusion Thus, Microsoft Staff Hub helps managers and workers understand and manage shifts and also allows the flexibility to swap their shifts with Manager’s Approval.

Introduction: There is server requirement from client, that They required few Reports and KPI  directly on the POS on store. Like Sales by Hours or sales by Item. This report run against the retail channel Database which is connected to that specific terminal. This report is not too complex to develop on other word you can say its does not required any heavy development for these reports. it required on XML report definition, SQL Query for the Data or as requirement of column. In Below Presentation, I will demonstrate you “ Sales by Sale Person” Report. This report is most commonly request from client. Step 1: Open the AX Client and goto  Retail -> Setup -> Channel Report Configuration Open Channel Report Configuration. Click on New Button, Once you click on New button Provide New Report ID :- 114 and Description :- Sales by Sale Persons In Report Details Section, select POS Permission Group in Permission Group fields For E.g. if casher want to run or view this report then select Cashier or if only Manager can view or run this report then select Manager. Report Definition XML, here you can develop the report. With below code. Which is combination XML report definition, SQL Query. <?xml version=”1.0″ encoding=”utf-8″?><RetailReport xmlns=”http://schemas.microsoft.com/dynamics/retail/2013/06/retailreportdefinition”><Title>SALESBYSALESPERSON</Title><DataSet><DataSourceType>OLTP</DataSourceType> <Query> <![CDATA[SELECT RST.NAMEONRECEIPT AS SALESPERSON, count(*) as TRANSACTIONLINES  , CAST(SUM(RTL.NETAMOUNT) * – 1  AS DECIMAL(18,2)) AS SALESAMOUNT, CAST(AVG(RTL.NETAMOUNT) * -1 AS DECIMAL(18,2))  AS AVGSALESAMOUNT FROM ax.RETAILTRANSACTIONSALESTRANS RTL INNER JOIN ax.RETAILTRANSACTIONTABLE RTA ON RTL.CHANNEL = RTA.CHANNEL AND RTL.STORE = RTA.STORE AND RTL.TERMINALID = RTA.TERMINAL AND RTL.TRANSACTIONID = RTA.TRANSACTIONID LEFT OUTER JOIN ax.RETAILSTAFFTABLE RST ON RTL.STAFF = RST.STAFFID WHERE RTA.CHANNEL = @bi_ChannelId AND @dt_StartDate <= RTA.TRANSDATE AND @dt_EndDate >= RTA.TRANSDATE AND (RTA.TYPE = 19 OR RTA.TYPE = 2 OR RTA.TYPE = 14) AND RTA.PAYMENTAMOUNT <> 0.00 AND RTL.TRANSACTIONSTATUS = 0 group by  RST.NAMEONRECEIPT ORDER BY  SALESPERSON]]> </Query></DataSet> <ReportParameters><ReportParameter Name=”dt_StartDate” DataType=”DateTime” Label=”STARTDATE” DefaultValue=”2014/1/1″/><ReportParameter Name=”dt_EndDate” DataType=”DateTime” Label=”ENDDATE” /> </ReportParameters> <ReportCharts> <ReportXYChartCategories=”SALESPERSON”><Series>SALESAMOUNT</Series></ReportXYChart> <ReportXYChartCategories=”SALESPERSON”><Series>TRANSACTIONLINES</Series></ReportXYChart> <ReportXYChartCategories=”SALESPERSON”><Series>AVGSALESAMOUNT</Series></ReportXYChart> </ReportCharts></RetailReport> Report Definition XML Explanation XML Report Definition Below Part is XML Report Definition of POS Report. <?xml version=”1.0″ encoding=”utf-8″?><RetailReport xmlns=”http://schemas.microsoft.com/dynamics/retail/2013/06/retailreportdefinition”><Title>SALESBYSALESPERSON</Title><DataSet><DataSourceType>OLTP</DataSourceType> SQL Query With help of SQL Query, you can set report logic. For Sales by Sales Person report below is SQL Query. You can also use stored procedures. <Query> <![CDATA[SELECT RST.NAMEONRECEIPT AS SALESPERSON, count(*) as TRANSACTIONLINES  , CAST(SUM(RTL.NETAMOUNT) * – 1  AS DECIMAL(18,2)) AS SALESAMOUNT, CAST(AVG(RTL.NETAMOUNT) * -1 AS DECIMAL(18,2))  AS AVGSALESAMOUNT FROM ax.RETAILTRANSACTIONSALESTRANS RTL INNER JOIN ax.RETAILTRANSACTIONTABLE RTA ON RTL.CHANNEL = RTA.CHANNEL AND RTL.STORE = RTA.STORE AND RTL.TERMINALID = RTA.TERMINAL AND RTL.TRANSACTIONID = RTA.TRANSACTIONID LEFT OUTER JOIN ax.RETAILSTAFFTABLE RST ON RTL.STAFF = RST.STAFFID WHERE RTA.CHANNEL = @bi_ChannelId AND @dt_StartDate <= RTA.TRANSDATE AND @dt_EndDate >= RTA.TRANSDATE AND (RTA.TYPE = 19 OR RTA.TYPE = 2 OR RTA.TYPE = 14) AND RTA.PAYMENTAMOUNT <> 0.00 AND RTL.TRANSACTIONSTATUS = 0 group by  RST.NAMEONRECEIPT ORDER BY  SALESPERSON]]> </Query></DataSet> Report Parameter This Dataset you to define report input parameter. In this Example Start date and End Date is Input parameter. When user want check data with specific date range then he can enter start and End date. <ReportParameters> <ReportParameter Name=”dt_StartDate” DataType=”DateTime” Label=”STARTDATE” DefaultValue=”2014/1/1″/><ReportParameter Name=”dt_EndDate” DataType=”DateTime” Label=”ENDDATE” /> </ReportParameters> Report Charts Report chart is used to Display chart on fields which you define in SQL Query Section. Here in this Example, I define SALESAMOUNT, TRANSACTIONLINES & AVGSALESAMOUNT. <ReportCharts> <ReportXYChartCategories=”SALESPERSON”><Series>SALESAMOUNT</Series></ReportXYChart> <ReportXYChartCategories=”SALESPERSON”><Series>TRANSACTIONLINES</Series></ReportXYChart> <ReportXYChartCategories=”SALESPERSON”><Series>AVGSALESAMOUNT</Series></ReportXYChart> </ReportCharts></RetailReport> Step 2: Once Step 1 is completed, we need to set this report to POS. so that user can use this report. We need to run job for the Report to all channel. In AX, go to Retail -> Periodic -> Data distribution -> Distribution schedule Run the JOB ID: – 1110. And wait for couple of minutes to complete the job. After Complete the Job Open AX POS and Go to POS Report. You will be able to see Sales by Sales Person Report. Conclusion: By Using, XML Report Definition, SQL Query, Report Parameter and Report Chart you can develop POS Report.  

In this blog , we will see how can a user create a custom Page Template Web Template Using Liquid template code in CRM Portals. Pre-Requisites: 1. Dynamics 365 Portal(CRM) 2. D365 CRM Environment Scenario: The user will have to create a simple two-column template that WebLink Set as left -Side navigation, with the page content to the right. The Web Template Page Template that we are going to create is shown below. Steps for Implementing Above Scenario Step 1: The user will first have to create two Web Templates one which will have the layout design and the other will have the content to the layout designed previously. In the Layout web template the user has to go to Portals > Web Templates on the dashboard and select new in the CRM Environment. The user has to enter the following details along with the Liquid Template code as shown below. Step 2: In this step the user has to create the second Web Template as shown below which will contain the Liquid Template code for inserting data content in to the Web template layout designed previously. Step 3: Now the user will have to create a new web link set according to the Web Link Set that the user has defined and intends to use in his Web Template. Over here the user has referred to Web Link Set ‘My Order Link’. The user has to go to Portals > Web Link Sets and click on New and enter the details as shown below. The user needs to add Links to the Web Link Set as shown below by clicking on the ‘+’ button to the right after the Web Link Set is saved. Step 4: Once this is done the user now has to create a Page Template that will include the web templates that we have created previously. In order to create a new Page Template the user has to go to Portals > Page Template. The user will enter the details of the Page template as shown below and click on ‘Save’. Step 5: Now the user will create a Web Page that will utilize the Page Template that we have designed. The user can create a Web Page directly form a Page Template by clicking on the ‘+’ button to the right on the Web Page Tab or by going to Portals > Web Pages and clicking on New. The user has to enter the details of the Web Page as shown below. The user can create a custom Localized Content that will be used in the 2nd section of the layout of the Web Template. The user can create a new localized content for the following Web Page by selecting the ‘+’ option. Step 6: The user will have to go to the Dynamics 365 portal environment and create a new child page that will display the result. While Entering the details of the child page the user will have to specify the Page Template that we have created previously as shown below.

In D365 Operations, many times we need to check what data is store in tables. So, we open table browser from backend. Sometimes we face below error for all tables while opening table browser, it is a very common error and it simply means any recent customization is not compiled or sync in database. Solution: Go to Dynamics 365 -> Build Models Select the model which you have recently customized. Go to options tab. Select Synchronize database. Click Build.