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Select and Email Multiple attachments from a list of Documents

Problem Statement: I have a requirement where the user will select multiple attachments of choice from a list of Documents and Email them. Pre-requisites: VS Code AL Language Extension Microsoft Dynamics Business Central Solution: Step 1: Create a drill-down on the field where the user will select attachments from a list of Documents. Here we have used Page Document Attachment Details as a drill-down page where I have attached some documents. Drill Down In the above code, I have created a drill-down of page Document Attachment Details. SetSelectionFilter() – To get selected attachments from the list of Documents. Step 2: Here I have created Instream and Outstream Objects for Attachments as shown below: In the below code Rec_Sample is a Record variable for sample table which contains the Media field “Document Reference” which stores the unique Document Reference ID of a single Document. After that, the same document is exported and Imported using Exportstream and Importstream. And AddAttachmentStream is called with the Instream object to add the attachment. This is done for the number of attachments selected and then the mail is sent. Conclusion: This way we can send Multiple attachments selected by the user and email them. Hope this helps!

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How to use LinkedObject property

Introduction: There can be a case where developers might need to display data from different companies in NAV or Unique view of Tables displaying unique values of a table or Joins from Tables. In such cases, developers can use the “LinkedObject” property of a table. Pre-requisites: VS Code AL Language Extension Microsoft Dynamics NAV Solution: Step 1: Go to SQL Server Management Studio and create a view of the table from where you want to display field values. Here I have created a view of Customer Table to display distinct Customer Names. And saved the view as “AdityaCustomer” Company Name as the prefix. View Step 2: Now, In NAV Development Environment create a table with the same as the view that has been created, Do not include the company prefix. And add the field with the same name of the field included in View. Table in NAV   Linked Object Property Step 3:  When this Table is run, you can see distinct Customer names in the Table. Conclusion:  This way developers can display data from Views using LinkeObject property. Hope this helps!

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[SOLVED] Root Web Page is not getting created in D365 Portals

Introduction In this blog, we will look into how to resolve the “Root Web Pages are not getting created in D365 Portal” issue. Whenever we create a new web page in a portal its root web page automatically gets created and this root page renders entity forms, entity list or web form on the portal. In one of our environments, root web pages were not getting created automatically. We followed the steps below to resolve this issue. Steps Navigate to Customizations -> Customize the system => Default solution will open Select SDK message processing steps Change the view to “All” Filter by primary object type begins with “web page” This would show 10 sdk message processing steps, select all and activate these steps. After this root web page will get created successfully.

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Extend a User-Created Table

Introduction: Microsoft Dynamics Business Central allows extending Pre-defined Tables, which is basically Customization and it is achieved using Extensions. Using Extensions developers can modify Pre-defined Tables according to requirements. But the extension of a Table can be done only if its “Extensible” property is set as True. This property is by default set as True for Tables. Now suppose a developer wants to extend a table that is created. Pre-requisites: VS Code AL Language Extension Microsoft Dynamics Business Central Solution: Step 1: Set the Extensible property of the Table that is supposed to be extended as shown below: In this case, the table to be extended is “Properties”.   Extensible Property Step 2: Now go to Extension Management and get the AppID, Publisher, Name of App and Version as shown below:   App Details Put the above details of App in the dependencies section of the new extension where the table is to be extended as shown below and download symbols:   Dependencies Step 3: You can see that the “Properties” table is now available for extension. Here I have added a field “Extended Name” in the Properties Table. Also, that field can now be seen by accessing Properties Table by URL.   Extended Table   Thank you. Hope this helps!

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Adding “Change Password” in Profile Navigation of D365 Portal.

Introduction This blog explains how we can add “Change Password” in the Profile navigation of the D365 Portal. Steps to be followed: Go to Weblink sets 🡪 Profile Navigation Open Profile Navigation record 3. Click on the “Links” tab. Add “+ New Web Link” 4. Add below details in the form Name: Change Password Web Link Set: Profile Navigation Publishing State: Published External URL: <portal url>/en-US/Account/Manage/ChangePassword Display Order: 2 5. Save the record. 6. Now you can see the “Change Password” option in the profile navigation of the portal. NOTE: if you don’t see the changes clear the cache of the portal and check again. – Click on “Change Password” and it will navigate you to the page below. – You can change your password from here.

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Customize the business card scanner control

To edit the mappings of Business card scanner control, refer below steps. Select the Settings icon, and then select Advanced Settings. The Business Management page opens. On the navigation bar, select Settings, and then under Customization, select Customization. Select Customize the System. Under Components in the solution explorer, expand Entities, and then expand the Contact or Lead Select Forms. Open the form of type Quick Create. Locate and select the Business Card field on the form, and select Change Properties in the Edit In the Field Properties dialog box, select AI Builder Business Card control on the Control Select the property that you want to change the mapping for, and select the Edit icon to change the value the field maps to. When done, select OK.

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Tender-based discounts in Dynamics 365 Commerce(Retail)

Some Retailers may want to encourage customers to pay via cash in their Retail stores. This can be made possible by offering discounts to customers if they pay by a Cash mode of payment. In this way, they can help reduce the expense of credit card processing fees. Therefore, retailers might provide discounts to customers who use these alternative tender types. In Dynamics 365 Commerce (Retail) a new type of discount has been introduced which is called as tender based discount. In tender based discounts, as a Retailer you are able to give different discounts based on the payment medium the customer has chosen to pay. Even though tender-based discounts reduce the subtotal of the transaction, automatic charges that are applied to the transaction aren’t affected. For example, if the delivery charges are calculated as $5 because the subtotal was more than $100, and the tender-based discount reduces the amount so that it’s less than $100, the delivery charges are still $5 for the order. In the system you can go to Retail>Pricing and discounts >Tender discount. Here you can set up the parameter as required, add price groups and then run necessary jobs to apply it in Retail POS. In the below example the payment type selected is Cash. You can select any type of method as per your need.

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How to Copy and Paste in Power Automate

Introduction Power Automate has finally got one of the most awaited features. Let me explain it to you. So, if you are willing to deploy similar type of actions inside flow, you had no option but to write each action separately from the beginning. phew! That sounds like lot of work! But now, thanks to Power Automate, flexible solutions have emerged to save time and create better user experiences, which means now you are not required to write each action distinctly every time right from the start, instead just copy and paste actions in Power Automate! Voila! There you go! Copy Click on ellipsis (…) on action which you want to copy or duplicate. Click on “Copy to my clipboard” Paste Click on “Add an action” Go to “My Clipboard” Under My Clipboard you can see all the actions which you have copied. Select the action which you want to paste.

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Trigger Power Automate on Condition

Introduction This blog explains how we can trigger Power Automate based on the required condition. Suppose you have a requirement where you want your flow should get trigger based on some condition then you can check condition on “Trigger” itself rather than adding a new action to check condition. Use Case: Trigger flow when Lead is created and Lead Source Type is “Trade Show” Trigger flow when Lead is created and Flag is “Yes”. Trigger Flow when Lead is created, Lead Source Type is “Trade Show” AND Flag is “Yes”. Trigger Flow when Lead is created, Lead Source Type is “Trade Show” OR Flag is “Yes”.   Steps to be followed: Trigger flow when Lead is created and Lead Source Type is “Trade Show” Click on Ellipsis (…) –> Click on Settings Go to Trigger Conditions and Click on “+Add” Add condition. @equals(triggerBody()?[‘leadsourcecode’],7) NOTE: “Lead Source” is an option set field add value of that option to check. After adding condition click on Done. Test your flow.   Trigger flow when Lead is created and Flag is “Yes”. Repeat step number 1 to 3. NOTE: Flag is the “Two Option” field for two option set fields use true or false in condition. @equals(triggerBody()?[‘cf_flag’],true)       Trigger Flow when Lead is created, Lead Source Type is “Trade Show” AND Flag is “Yes”. Repeat step number 1 to 3. AND Condition @and(equals(triggerBody()?[‘cf_flag’],true), equals(triggerBody()?[‘leadsourcecode’],7))   Trigger Flow when Lead is created, Lead Source Type is “Trade Show” OR Flag is “Yes”. Repeat step number 1 to 3. OR Condition @or(equals(triggerBody()?[‘cf_flag’],true), equals(triggerBody()?[‘leadsourcecode’],7))

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Multiple Ways to Share a Canvas App in PowerApps

Introduction :- This blog explains multiple options how to share a Canvas Apps in Power Apps. Steps :- Select App and click on Share option, below screenshot for reference   Options of Sharing Published App :- 1.  Specify each User by Name. Enter Username in sharing panel and click Share button App can be shared with other Users by checking the Checkbox for Co-owner.   2.  Specify that your entire Organization. Type Everyone in the sharing panel and select the option of Everyone of your organization. 3.  Specify a security group in Azure Active Directory. Select security group name in sharing panel Note :- You can’t share an app with a distribution group in your organization or with a group outside your organization. You can’t grant Co-owner permission to a security group if you created the app from within a solution. Tips :- Regardless of permissions, no two people can edit an app at the same time. If one person opens the app for editing, other people can run it but not edit it. Notify user for sharing app, select the Send an email invitation to new users check box.   Conclusion :- Hope above Blog helps you sharing designed Canvas App in Power Apps with Users as per business requirement.

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