In this article, we are going to compare features of TIBCO Cloud Integration and Microsoft Flow. This will help partners and customers, select the right platform based on their integration needs. Comparing TIBCO Cloud Integration and Microsoft Flow: 1. Real- Time Process: TIBCO Cloud Integration: For real-time integration, a Request/Reply Map needs to be created. This map produces a URL which can be called from any system. For example: To trigger any request-reply map on creation of an Account in Microsoft Dynamics 365, you need to write a plugin which will call the Map Endpoint URL. Image 1: Endpoint URL of Request/Reply Map Microsoft Flow: Flow gets automatically triggered based on create/update/delete record defined in the workflow. For example: Flow for Create Account in Microsoft Dynamics 365 is triggered as soon as the Account is saved.  No plugin is required. Image 2: Auto trigger based on record create, delete or update 2. Scheduled Process: TIBCO Cloud Integration: Maps can be scheduled by month, week, day, hour, minute, seconds based on Recent processed date time. We can even run a Solution On Demand. Image 3: On Demand or Scheduled Process Image 4: Scheduling Details Microsoft Flow: Flow can be scheduled by day, hour, minute, seconds. Recurrence action is used for the same. Image 5:Scheduling Details 3. Lookup Records: TIBCO Cloud Integration: Records can be looked up using any condition. If the condition is not satisfied, number of records retrieved will be NULL. Image 6:Lookup criteria based on name of Unit Group Microsoft Flow: Records can be looked up using GUID / Unique Identifier of the record. If Flow couldn’t find the record, then it will throw an error and the proceeding steps will be skipped. Image 7:Lookup criteria based on GUID of required Unit Group 4. Handling mandatory auto-initialized fields: TIBCO Cloud Integration: If mandatory fields are not filled, then TIBCO Cloud Integration shows a warning but lets you save and execute the Map. For example: We are integrating Customers(Accounts) from Microsoft Dynamics 365 to Dynamics 365 Operations. In Operations, CustomerAccount is auto-initialized on create (Number sequence is setup) and it is a mandatory field. When we integrate customers through Scribe, CustomerAccount is not mapped and this field gets initialised. We bring back this CustomerAccount to Microsoft Dynamics 365. Image 8:Mandatory field ‘CustomerAccount’ warning Microsoft Flow: If mandatory fields are not filled, Flow doesn’t allow you to save the workflow. This is a limitation as it ignores the significance of auto-initialisation. For example: We are integrating Customers(Accounts) from Microsoft Dynamics 365 to Dynamics 365 Operations. Since it is mandatory field, we must pass this number from Microsoft Dynamics 365. Image 9: Mandatory field ‘CustomerAccount’ Error 5. Data Formatting/Calculating Functions: TIBCO Cloud Integration: Often, we need to format source data before sending it to target data or do some calculations. TIBCO Cloud Integration provides a Formula Editor for this purpose. There many functions defined in the Formula Editor like DateTime Functions, Logical Functions, Math Functions, Text Functions etc. Image 10: Formula Editor Microsoft Flow: There is no provision for editing the source data yet. It is simply one to one mapping. 6. Error Handling: TIBCO Cloud Integration: Errors can be captured in Scribe and sent across to source system; so, we don’t need to login into Scribe to monitor the errors. Errors can be captured /monitored using Results fields. Image 11: Result fields Microsoft Flow: Errors cannot be captured in Flow. All the steps proceeding the failed step is skipped. Errors can be monitored in Activity section in Flow. Image 12: Activity log on Failure 7. Debugging feature: TIBCO Cloud Integration: We can debug a Map and do a step-by-step analysis/execution. Debugging is very useful from a developer’s perspective. You can analyse Inputs, Results, Errors and even add Breakpoints. Image 13: Debug Mode Microsoft Flow: No Debug Feature is available yet. Though, after execution you can get output of each step. Image 14: Output Conclusion: Using TIBCO Cloud Integration: Scribe is suitable for any kind of integration ranging from simple to very complex Integrations involving direct mapping as well as formatting/editing/calculating source data and sending it across the target. For example: Bi-directional Integration of Customers, Shipping Addresses, Products, Sales Order from Dynamics 365 CRM to Dynamics 365 Operations. Using Microsoft Flow: Microsoft Flow is currently suitable for simple integrations where one to one mapping / direct mappings are the only thing required. For example: Integrating Accounts from Dynamics 365 Financials to Microsoft Dynamics 365.

In this blog article, we will explain about the new updates of Power BI related to Dropdown slicer, Matrix Conditional Formatting and Hierarchical axis. Dropdown slicer: In Slicer, earlier there were only one option to show the data i.e. list. But now we have one more option as dropdown. Means now we have two option on Slicer as List and dropdown. This slicer is very useful when we have lots of category items in our slicer. When we create a normal list slicer, we can change it into drop down by using dropdown option. After selecting the dropdown option, the slicer will look like below: And after click on Drop down arrow Matrix Conditional Formatting: Matrix Conditional Formatting is a new feature. Using this feature we can change the various setting like we can change the colour of cell based on the value. We can set different colour to lowest and highest value in particular category. Refer the below figures for better understating. After click on Conditional formatting you will get the below window than choose whatever colour you want for minimum and maximum value and then click on ok. Once you click ok, you’ll see the formatting applied as below. Hierarchical axis: Hierarchical axis allows us to clearly see the hierarchy within the visual. We can use hierarchical labels by turning off the label concatenation in the formatting pane. Below figure show result when the concatenation label is on. To turn off the concatenation label select visualization and then click on format then expand the X-axis. After turning off the concatenation label you will see the formatting applied as below.  

Scenario: We have a requirement to access Dynamics 365 environment from a custom application hosted outside D365 environment but we do not want to consume the D365 license.  We want the user to have all privilege required to perform all task which administrator can do. Solution: Please follow below steps to create user Login to Dynamics 365 portal (Global administrator User) Login to Dynamics 365 portal (https://portal.office.com/adminportal/home) and create new user with minimum user level access. Assign Dynamics 365 license to the user Assign security role to the user Assign System Administrator role to the user. Change Access Mode to Non-Interactive Remove Dynamics 365 user license Now remove D365 license assigned to integration user If you observed, you can see integration user as “Enabled User” in the Dynamics 365 Environment after removing D365 license.  

In this blog article, we will explain you on how to connect dynamics 365 financials service connector inside of Power BI. Below are the steps to connect over Financial OData: Open the Power BI.com online account Select Get Data option from the bottom menu Click on the Get service option Select dynamics 365 financial from the list and click on “Get it Now” New Connection window appears which asking for OData URL to connect financial account. So for getting OData url we need to connect our D365 financial account in browser window and then search for web service. Select Power BI report selection Url from list of objects. Copy this url up to “Cronus” company name into powerbi connection window. 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 services we will get readymade dashboard created for financials. And now we can embedded this dashboard inside of Dynamics financial account. So list of reports appear and we can select required one from that. Note: As of now, Microsoft allow us to show only one graph/tiles inside of Financial embedded page, we hope more updates on this features.

This blog explains how to set Pagination with fixed number of rows per page with table headers repeated on every page of SSRS report. Steps: Insert a Tablix on report and set table Headers. Set Row Data for Tablix Create a “Parent Group” on Tablix by Expression as below Note: We have set number of records per page as 10 in Ceiling Function. Open Group Properties of “Group1” and change Page Breaks settings as below Delete existing Sorting settings of Group as highlighted and click “OK” Delete Column with header “Group1” with option “Delete columns only” from Tablix Set below Data Expression in SR.No. column of Tablix Run Report and it renders as below  

TIBCO Cloud Integration NAV Connector is compatible with Dynamics 365 Financials. Prerequisite: Dynamics 365 Financials. TIBCO Cloud Integration Subscription. Steps: Login to TIBCO Cloud Integration URL: https://app.scribesoft.com/ Create a new connection by selecting the connector type as Microsoft Dynamics NAV. Fill in the required details. OData Service URL: For the OData URL, login to Financials and search for ‘Web Services’. Search button is on the top right side of the home page. You will find OData V4 URL of individual Web Services. Copy the URL till OData. Username and Password: Search ‘Users’ in Financials. Select the logged in User. Username is the required User Name in Connector and Web Service Access Key is the password. Company Name: It is displayed on the Home Page. For entities or pages to be visible in Scribe, you need to create Web Service for each required page. Search for ‘Web Service’ Click on the Action Tab and then Click on Create Data Set. Setup Page Will Pop-Up; Click ‘Next’ Select ‘Create a new data set’ and then ‘Next’ Give a name and select Data Source Type as ‘Page’, Data Source Id as the required Id of page. Example: Currencies = 5 Select the fields that you need and then click ‘Publish’. Final Step, reset the metadata in TIBCO Cloud Integration and you are set for building Integrations!  

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.