Microsoft made new enhancements in Dynamics 365 Mobile App. The App incorporates the new UI and additional features to help users seamlessly interact with their CRM Data. In this blog, let’s have a look at the changes done in Dynamics 365 Release. Enhancements in Mobile App Logo Changes Microsoft Released all new logo for Dynamics 365. Below image shows the new look for D365 App in Mobile and Tablet.   UI Changes Dynamics 365 released with new bright colours and fresh feel for new Mobile App. Layouts are more compact and optimized to provide essential information at one single glance i.e. to have the “Bird Eye View”. Dashboards are now displayed in Stack Components format to expose more information in visual format in single view. Both Forms and Dashboards are now visible with minimum amount of Panorama Scrolling thus making the navigation more user friendly. The below image shows the stacked view of Dashboards. Device Integration Mobile /Tablet Device can now be integrated with Camera and Voice Recorder to add Photos, Videos and Audio in Notes. Users can also use Geo location support. Utility.getCurrentPosition() will give the Longitudes and Latitudes co-ordinates for the User. There is additional setting that needs to be enabled to allow the access from the Home Screen. As shown in the image below, user can select the setting of what resolution pictures he/she wants and whether they want to store the pictures in the Photo Gallery. And also whether user wants to give device access to share their location by enabling second option of “User Content and Location”. Enhanced Notes Notes can now be added with inline view format i.e. with relevant information on form we can continue to add notes without navigating to additional page. Attached Images can be previewed within the page, without having to open them individually. Image (a) shows the Inline Notes with Image Preview whereas Image (b) shows Note as separate page. In notes users can now add photos, voice recording and video recording from their Mobile/Tablets. Sensor Integration As seen in Device Integration Mobile App can now use Camera and Microphone to add data through Mobile App. A new Barcode Control is added on Single line of Text field with Text Format. This Control scans the barcode with the help of camera incorporated in the device and automatically populates the code in the field. Note: This field only works with Barcode and not for QR code. Workspace Workspace is all new personalized action hub in mobile app to help users do common tasks seamlessly. Workspace includes the list of suggested priorities known as “Action Cards” in the left hand side of the window. These Action Cards may include the upcoming meetings and information relevant to that day’s activities and the things that need attention. Functionality to Dismiss and Snooze Action Cards is also available on Mobile Client. Workspace also includes list of favourites and most recently used items. Items can be added to Favourites by clicking on “Star” Button present in Recent Feeds. New Activity and Records can be created immediately from the Workspace Workplace settings can also be changed to display respective “Task Flows”. These settings can be changed from Home Screen -> Settings as shown in Image below. Editable Grids on Mobile Editable grids provide the rich inline editing in main and sub-grids so that users can update the information with fewer clicks. Editable grids are added as the control in Dynamics 365 which can be enabled for Mobile and Tablets apart from Web Client. Task Flows in Mobile Task Flows in Mobile were earlier the preview feature but now are available completely on Mobile. Task Flows are just another types of Business Process Flow for Mobile that enable users to seamlessly do the tasks without navigating through series of records. These can be accessed from the Home Screen on the below left hand side corner Icon. Below are some screenshots that will guide us that how task flows work in Mobile. The Scenario is that the Manager needs to approve the Credit Limit with Task Flows. So Manager will open the Opportunity Record for which he/she needs to approve, so with simple steps the Manager can approve the Credit Limits without opening the actual records. Task Flows can now also be imported and exported in the Solutions. Offline Enhancements Mobile Offline was introduced in the last release but now in Dynamics 365 new enhancements are incorporated, below are some key points that are added: JavaScript Client API supports CRUD operations when Client is in Offline Mode. Enhanced Sync Status Earlier when Admin used to configure Mobile Offline there was no status that on what state the process is running, Is the Process Running or not. So now the Enhancement is that the Admin can now see how many steps are performed while configuring Mobile Offline. New OS Support Mobile App is now supported on following OS: 1. iOS 10 2. Android N 3. Windows 10 Redstone 1 Thus, these were some enhancements that are added in Dynamics 365 Mobile Cleint.  

In this blog article, we will explain about the new updates of Power BI related to Date Slicer, Top N Filter and Data label improvements. In Date slicer, earlier there were only one option to show the data i.e. list. But now we have four option as before, after, between and list. Means we will show data by choosing the date range as between, after, or before selected date. Also, we can move the slider to set date. Date Slicer: While using date slicer we can use either slider to set the dates or pick the date using a calendar or also we can manually insert date: – The following are the four option that we can choose on date Slicer: Between Before After List We can change the mode to before or after if we only need to control the last or first date used on reports page. Or also we switch back to the standard List view Top N: Earlier we had only two filtering condition these are Advanced filtering Basic filtering But now there is one more option i.e. Top N By using this filtering condition, we can display the Top or Bottom N records. We will find the top N filter in the filter pane as a filter type option for the category field we want to filter down. Top N filter is use to retrieve the top or bottom N records. In this we can specify the numbers of items to show or display. For example:  select Top or Bottom from option set and specify value as 10 Then it will retrieve Top or Bottom 10 records from the table with specified value. Data Label improvements: In data label, there added several new data label capabilities to column, bar and waterfall charts to help our design for our visuals with labels. For column charts, now we have the option to change the orientation of the data labels between horizontal and vertical. This will help to fit longer data labels when we have skinnier columns. Also for column, bar and waterfall charts we can change the position of the data labels. We have the following option to set the position of data labels: – Inside End Outside End Inside Center Inside base  

We have a requirement that we want to change button text and description for case entity to the incident. Since the case is system entity which is managed, dynamics 365 not allowed you to make any modification in button text or description. For the unmanaged entity, you can make a modification with the help of third party tool like

In this blog article, we will explain you on how to connect dynamics 365 financials service inside of Power BI. Earlier Microsoft dynamics 365 gives out of the box connectors for Sales, service Manager and Marketing to connect over Power BI for readymade dashboards but on the new powerbi updates we have direct connector for Dynamics Financial 365. Below are the steps to connect over Financial OData: Open the Power BI desktop tools and clicked on getdata Select “Dynamics 365 for financial” in Online services. When Promoted, enter your Microsoft Dynamics Financial OData URL For getting this ODAT URL, you need to first login on dynamics 365 portals and then search web services in the search button, so you get below screen and copy the OData url. Please use url up to “OData” flag only. After connecting this ODATA URL, it will ask for the authentication so choose basic authentication Mode and your User Details. Your password is the web service access key of the Admin user and you can get it from users tab. So, after connecting to the financial ODATA you will get all the tables loaded in to powerbi desktop tools and from that we can design a dashboard.  

TIBCO Cloud Integration AX Connector is compatible with Dynamics 365 Operations. Connecting to D3fO is similar to that of Microsoft Dynamics AX. Prerequisite: Dynamics 365 Operations Development environment. TIBCO Cloud Integration Subscription. Global admin credentials in Azure: Registering ERP application in Azure. Steps: Login to TIBCO Cloud Integration URL: https://app.scribesoft.com/ Create a new connection by selecting the connector type as Microsoft Dynamics AX. Fill in the required details. OData Service URL: This URL must end in /data. Process to get the Client Id and Authentication URL. Steps: Login to Microsoft Azure URL: https://portal.azure.com In the left navigation bar, select Azure Active Directory Select App Registrations Click on Add. Fill in the details. Enter the name of the app. Select Application Type as Native Redirect URI: https://login.microsoftonline.com/domainname.com This redirect URI is the Authentication URL required in TIBCO Cloud Integration AX Connector. On creation, the registered app details will be displayed The Application ID in the Registered app is the Client Id required in TIBCO Cloud Integration AX Connector. Click on Required permission in the settings. Click on Add Select Microsoft Dynamics ERP (Microsoft.ERP) Select all three Delegated Permissions. For more details, check this link. Click on Grant Permission. Global Admin credentials are required for the same.  

Introduction This blog resolve a scenario requested by client to display Status Reason conditionally on Case entity. This requirement can be fulfilled by using Transitions functionality on Status Reason field on Case entity in D365 Sales. Steps of Implementation Open Status Reason field on Case entity Click on Edit Status Transitions and check the checkbox for Enable Status Reason Transitions. Select New Status Reasons for Current Status Reasons by clicking ellipses button After selecting values and click OK button. Click OK on Status Reason Transactions page Click OK on warning message Click Save and Close button on Status Reason field Publish All Customizations from Solution and Status Reason are displayed conditionally as seen below. Note: “Edit Transitions in Status Reason” functionality is only available on  Case and Custom Entities.

In legacy X++, it was possible to prescribe in metadata that certain methods were to be executed prior to and after the execution of a method. The information about what subscribes call was recorded on the publisher, which isn’t useful in the Dynamics AX environment. It’s now possible to provide Pre and Post handlers through code, by providing the SubscribesTo attribute on the subscribers. Here is a blog showing some of basic use of EVENTS handlers of the Form with respective syntax for logics. Form datasource from xFormRun [FormEventHandler(formStr(SomeForm), FormEventType::Initialized)] public static void SomeForm_OnInitialized(xFormRun sender, FormEventArgs e) { FormDataSource MyRandomTable_ds = sender.dataSource(formDataSourceStr(SomeForm, MyRandomTableDS)); … } Get FormRun from form datasource [FormDataSourceEventHandler(formDataSourceStr(MyForm, MyRandomTableDS), FormDataSourceEventType::Written)] public static void MyRandomTableDS_OnWritten(FormDataSource sender, FormDataSourceEventArgs e) { FormRun formRun = sender.formRun() as FormRun; formRun.myCustomMethod(); } Get FormRun from form control [FormControlEventHandler(formControlStr(MyForm, MyButton), FormControlEventType::Clicked)] public static void MyButton_OnClicked(FormControl sender, FormControlEventArgs e) { FormRun formRun = sender.formRun() as FormRun; formRun.myCustomMethod(); } Access form control from xFormRun [FormEventHandler(formStr(SomeForm), FormEventType::Initialized)] public static void SomeForm_OnInitialized(xFormRun sender, FormEventArgs e) { sender.design().controlName(formControlStr(SomeForm, MyControl)).visible(false); } Get current record in form control event [FormControlEventHandler(formControlStr(SomeForm, SomeButton), FormControlEventType::Clicked)] public static void SomeButton_OnClicked(FormControl sender, FormControlEventArgs e) { SomeTable callerRec = sender.formRun().dataSource(1).cursor(); }  

Introduction Dynamics 365 introduced many new functionalities for Dynamics CRM Sales App but this blog will cover the enhancements for new Visual Designer and Process Unification in Dynamics 365 Sales App. Below are some key points that will show what are the new enhancements on Business Process Flow, Task Flows and Business Rules. Business Process Flow The all new Designer is embedded in the system to drag and drop the components like Steps, Stages, Conditions and now Workflows too. New Buttons like Snapshot, Cut, Copy and Paste are incorporated. Cut and Paste buttons works only for steps and workflows and not for Conditions and Stages. Whereas Copy button works for both steps, stages and conditions. Snapshot button allows developers to take a picture of the entire process flow in .png format. Snapshot image can be used to explain the flow in design and developer documents. UI is more enhanced and visually appealing in terms of Business Process Flow. Newly added and more importantly developers now can trigger workflows based on stage transition i.e. Stage Exit and Stage Entry. Note: Only On Demand Workflows show up in the list so if developers creates a new workflow, it should be On Demand workflow. Mini Map is added in the left hand side corner of the designer that allows developers to see the flow of process flow diagrammatically. Validate functionality is added on top of the ribbon. This feature checks for validation on every save of the Business Process Flow. Validation is of type that, if the step is not mapped to a field or condition is incomplete or for that matter if developer has added a workflow at the step but not defined the workflow which is supposed to be triggered. Whenever a Business Process Flow is created, a new custom entity is created with Organization Scope for that particular process which can be accessed through api. So Business Process Flow has a separate Security Tab in the Security Role named “Business Process Flow”. So based on the security requirements, one user can be given access to edit in Business Process Flow and other user can be given access to only view the Business Process Flow. A new status is added for the Business Process Flow that defines whether the Process Flow is either in Active State, Abandoned or Finished State. Once the process is abandoned, it can be reactivated again whereas once the process is finished from all the stages, the process can be set to finished. Business Rules Business Rules also have a new Visual Designer that drags the components in designer area. Business Recommendations are the key change incorporated for Business Rules which can also be shown on Business Process Flow. Business Recommendations are one new added type of action that is triggered after a condition. A Text View Window is added in the bottom right hand side of the Designer, that shows the business rule in “If- Then Format” allowing more friendly view of condition for developers. Condition which was earlier only on Entity now can be added on Business Process Flow and related stages. A new Validate Option validates every step, condition in the designer before saving the Business Rules. Task Flows in Mobile Task Flows in CRM were in preview feature from last year whereas now they are released completely only on Online and On Premise Environments. Task flows are a new way of interacting with Microsoft Dynamics CRM, allowing users to focus completely on the work at hand. With this new type of business process flow, you can easily create guided interactions for your CRM users, giving them experiences with just the information they need so they can get their work done quickly and efficiently. Task Flows in Mobile are the type of Business Process Flow where it helps users to navigate seamlessly. Task Flows also have the same Visual Designer that is there for Business Process Flow with Mini Map in left bottom of the designer. Task Flows on Mobile is accessed from the clock icon, on Home Dashboard on Mobile Device. Based on Business Requirements, number of pages and conditions can be added to enhance the process and save the time. Actions in Workflows New Process Actions are incorporated in workflows. Below image shows the list of actions enabled. Thus, these were the Process and Designer enhancements that are added in Dynamics 365.  

Introduction: The NAV 2017 has a new feature that uses OCR technology with added item line capture functionality to automate the data entry process for vendor invoices. OCR is an abbreviation for Optical Character Recognition. Lexmark ICS (Invoice Capture Service) provides OCR Services in NAV 2017. The OCR Service feature enables the user to take a picture of a vendor invoice document, sends it to Lexmark ICS Corp. and then imports the invoice back into NAV with the captured details. This saves a lot of time spent on manual entry of data into the system. In this article, we will see how to set up and implement OCR Services in NAV 2017 in three different ways. Prerequisite: Microsoft Dynamics NAV 2017. Lexmark ICS login credentials. Purpose of the Setup: Our goal is to setup and implement the three different ways of using OCR Services in MS Dynamics NAV 2017. Steps: OCR Service by Manual Process: The User will click on Incoming Document option or type ‘Incoming Documents’ to open the Incoming document page. User will have to upload the Document(PDF/Image) that is to be used in the OCR Service by clicking on ‘Create from File’ option which will upload the file to the ‘Main Attachments’ of the Incoming Document in   NAV. To Send the document to the OCR Service the user will have to click on the Send to ‘OCR Service’ option. After waiting for some time till the document processing is completed, User will click in the Receive form OCR Service. On receiving the OCR Service, the Financial Details gets updated in Incoming Document. User will Check if the Financial Details received are correct or not If yes, then user will have to click on Create Document option to create purchase Invoice. If no, then user will have to click on Correct OCR Data option and make changes to the required fields and then on Click Send OCR Feedback to correct the OCR Service from making similar errors on future incoming documents. User will the create the purchase invoice by clicking on create document option. Image 1.1 Process from uploading to sending the document using OCR Service in NAV Image 1.2 Process of receiving to creating the document using OCR Service in NAV OCR Service Using NAV Phone Application: In this case of using OCR Service the User uses a camera application instead of manually receiving the document. The User takes a picture of the Invoice Document. (‘Office Lens’ is a The User will upload the document file(Image) into the Incoming Documents in the NAV mobile app. User will then click on Send to OCR Service option once the document is successfully uploaded. After waiting for some time till the document processing is completed, User will click in the. On receiving the OCR Service, the Financial Details gets updated in Incoming Document. User will Check if the Financial Details received are correct or not If yes, then user will have to click on Create Document option to create purchase Invoice. If no, then user will have to click on Correct OCR Data option and make changes to the required fields and then on Click Send OCR Feedback to correct the OCR Service from making similar errors on future incoming documents. User will the create the purchase invoice by clicking on create document option. Image 2.1 Process of Sending Document in OCR Service using NAV Phone Application Image 2.2 Process of Receiving Document OCR Service using NAV Phone Application OCR Service using Email Feature OCR Services can also be performed by sending an Email. Over here the user Emails the softcopy of the Invoice Document as an attachment to the Lexmark ICS Corp. (Note: the user in this case send the email to Lexmark corp. on the email address provided by Lexmark when the user completes the registration on the Lexmark website.) An Incoming document is automatically inserted into the Incoming Document Page once it is processed by Lexmark Corp. (OCR Service Provider) in NAV. The incoming document is already processed when it is created. So User needs to Click on Receive from OCR Service. On receiving the OCR Service, the Financial Details gets updated in Incoming Document. User will Check if the Financial Details received are correct or not If yes, then user will have to click on Create Document option to create purchase Invoice. If no, then user will have to click on Correct OCR Data option and make changes to the required fields and then on Click Send OCR Feedback to correct the OCR Service from making similar errors on future incoming documents. User will the create the purchase invoice by clicking on create document option. Conclusion: The OCR Service in NAV 2017 has benefited by reducing the amount of time spent in the manual work of data entry. The more the OCR Service system is trained the more accurate results can also be obtained. The best use of OCR Service in NAV 2017 is capturing of line items in the document sent to OCR Services.  

Introduction: The OCR Service technology with added line item capture functionality can be used in the Dynamics 365 for Financials. OCR stands for Optical Character Recognition which enables the user to scan the invoice document and send it to Lexmark Invoice Capture Service(ICS) for OCR Services. This helps the user to reduce a lot of manual work of entering data into the system and also automates the process of obtaining Vendor invoice data. In this article, we will see how to set up and implement OCR Services in Dynamics 365 for Financials. Prerequisite: Microsoft Dynamics NAV 2017. Lexmark ICS login credentials. Purpose of the Setup: Our goal is to setup and implement OCR Services in MS Dynamics 365 for Financials. Steps: Setting up OCR Services in Dynamics 365 Financials The User will have to click the search option Button to the Top Right of the Web Client window. In the search box, the user has to type OCR Service Setup to open the OCR Service Setup page. Fig 1.1 Opening the OCR Service Setup page using search option In the OCR Service Setup page the user will have to will have to enter in the user name, password and authentication key which will be provided to the user once the user has registered to Lexmark Invoice Capture Service(ICS). Once this is done the user will have to test the connection by selecting the Test Connection button. A dialog box will appear once the connection is tested stating whether the connection is successfully established or not. The user has to finally check the Enable checkbox to enable the OCR Services for MS Dynamics 365 for Financials. Fig 1.2 Setting up Credentials for the OCR Service Setup Setting up Line Items In order to capture the line items into purchase invoices in MS Dynamics 365 for Financials the mappings need to be updated by the following steps In Dynamics 365 for Financials, open the Data Exchange Definition page The user will have to save a backup of the OCRINVOICE existing mapping by selecting the ‘Export Data Exchange Definition’ option. After taking a backup of the existing mapping, delete the OCRINVOICE map. Download the new mapping file by using the following link http://docs.readsoftonline.com/store/mapping/NAV_DataExchangeDef_OCRINVOICE_v1102.xml The user has to import the new mapping file by selecting the ‘Import Data Exchange’ option. Fig 2.1 Setting up Line items by changing the mapping of the OCR Service in the Data exchange Definition page Using OCR Services in MS Dynamics 365 for Financials The User will click on Incoming Document option or type ‘Incoming Documents’ to open the Incoming document page. User will have to upload the Document(PDF/Image) that is to be used in the OCR Service by clicking on ‘Create from File’ option which will upload the file to the ‘Main Attachments’ of the Incoming Document in MS Dynamics 365 for Financials. To Send the document to the OCR Service the user will have to click on the Send to ‘OCR Service’ option. After waiting for some time till the document processing is completed, User will click in the Receive form OCR Service. On receiving the OCR Service, the Financial Details gets updated in Incoming Document. User will Check if the Financial Details received are correct or not If yes, then user will have to click on Create Document option to create purchase Invoice. If no, then user will have to click on Correct OCR Data option and make changes to the required fields and then on Click Send OCR Feedback to correct the OCR Service from making similar errors on future incoming documents. User will the create the purchase invoice by clicking on create document option. Fig. 3.1 Uploading the PDF Document of the Invoice into the Incoming Documents Page Fig. 3.2 Sending the Incoming Document to the OCR Service. Fig. 3.3 Receiving Financial Information from the OCR Service. To create a purchase invoice, record the user clicks on the ‘Create Document’ option to generate a purchase invoice record of the OCR read Incoming Document. Fig. 3.4 Creating Document (i.e. Purchase Invoice) of the OCR read Incoming Document Conclusion: The OCR Service option in MS Dynamics 365 for Financials helps to speed up the process rapidly of processing invoices more accurately and gives a better result. The OCR Service provided by Lexmark Invoice Capture Service automates the entire process and saves a lot of time that goes in manually entry of data into the system.