How to Import and export Layout designs and receipt format of POS in D365 Commerce (Retail)
Using the POS screen layout designer is a tedious work and very likely you would not want to do this in every environment over and over again. For this particular task of moving POS screen layouts, here are the steps to follow: In Data Management, Click on Export. Add following entity list for POS design and receipt format. POS layout images POS button grid POS button grid buttons POS screen layouts POS screen layout zones POS screen layout button grid zones POS screen layout image zones POS screen layout report zones POS visual profiles Layout sizes RetailTillLayoutConfigurationEntity Receipt format Receipt profile Receipt profile line Export that entity Download package Import POS design and receipt format In Data Management, Click on Import. Click on Add file. Click on Upload and add Select the package file which is export (select in Zip format). Entities will be added. Click on import. Run 1070, 1090 job and refresh the browser link. Hope this helps!
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How to add fields in the Business Central standard reports
Introduction: There are some needs where the client wants to add fields in the standard business central report. You cannot make changes in the Standard Business central report. We can change the layout of standard reports by using a custom layout that is present in Report Layout Selection. Steps to achieve the goal: 1. Go to Visual Studio Code -> Download the AL Object Designer Extension I want to modify Sales Credit Memo and I will make a copy of the standard report from the AL Object designer. Create a new report and paste the standard report code. Change the Report ID and Name and add a field that you want to be present in the Standard report. Build and Publish the code in business central. Go to Report layouts selection->Custom layouts download the original layout of the standard report and import it to the new report which you created -> Update Layout. Download the report layout from the new report. Change the layout according to your needs add the new fields which you want to be in the standard business central report. After adding the fields in the new report layout. Import the layout file and Update it. And use your customized report. Conclusion: Thus we saw how we can add fields in a standard business central report by using the AL Object Designer extension. Thank you very much for reading my work. Hope you enjoyed the article!
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Create a Custom Real-time Loader Control in Canvas PowerApps
In Canvas PowerApps, we usually show an image that lies over the screen until an execution is completed. But tracking real-time update might be confusing. I’ll show you a simple custom loading control that not only show execution status but also look good and is highly customizable. Here’s a preview how it will look (Note: Determine your layout before hand like X,Y, Height and Width)(Customize your look, I’ve added dots above just for demonstration purpose.)How to make this, Elements used visually are, Create a Rectangle as main background and set Height, Width, X and Y. (I’ve used light grey color) Insert another Rectangle to show loading animation which will fit inside main Rectangle.Determine its Height, Width, X and Y. Label control to show current status or add a simple static label. Gallery Control having circle in them i.e.: Dots (Optional, I used to show how i retrieve data as its similar to Navigation Screen Gallery Control used in 1 of predefined template in Canvass PowerApps) Functionality behind used are, Gallery Control under ‘Items’ I’ve added table. (Based on your content, keep total count of steps you would like to see in loading page. In my case, i have 6 steps) Label Control that shows current status based on current step. Rectangle with loading animation. (Note: Your step count and width may vary) Now you may have a button that will call list of execution that you will perform. To track every successful completion of process just add this, Later reset count and turn visibility off. (Note: This is re-usable and can be used as component.) Hope this helps.
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How to Initialize Commerce Scale Unit (cloud) from LCS in D365 Commerce(Retail)
If you’re using a Tier-2 sandbox or production environment that has application version 8.1.2.x or later, you must initialize Commerce Scale Unit before you can use retail channel functionality for point of sale (POS) operations that use Retail Server in the cloud. Initialization will deploy a Commerce Scale Unit (cloud). Prerequisites: Deploy a Tier-2 sandbox or production environment that has application version 8.1.2.x or later. Initialize Commerce Scale Unit as part of a new environment deployment Make sure the headquarters environment is available and not in Maintenance mode. Steps: In LCS, on the environment details page, Click on Manage. Click on initialize Select your region And initialize. Inside HQ, go to channel Database new channel DB created. Add channels inside that new Channel DB. Go to channel, click on channel profile and select that new channel DB. Run 9999 jobs from channel Database. I hope this helps!
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Post Message in MS Team when Code is Checked-in Azure DevOps TFS
If you want to keep track of the Commits of any Critical Project and want to discuss with your Project Team Member regarding commits made on TFS. We can create a flow that will post the Commit details of that Critical Project on your Project Channel. Step 1: Create a Team and a channel to post the Checked-in Details. Here I have created a Team with the name “Project Team” and a separate channel “Azure DevOps” to post all the messages related to Development and DevOps. Step 2: Create a Cloud flow to post Message when someone commits any changes in Azure DevOps (TFS) Search for Azure and select the triggering condition as “When code is checked in (TFVC)” Configure the Triggering block with Project for which you want to post a message to MS Team. If you want to track the commits of any specific user then you can set a user in Team Member otherwise it will post a message for all checked-in commits made by all Project Members present in Member. Now, we will add Post a message (v3) block in Cloud flow. Make sure that you should select the right channel while configuring the post message block, after configuring your block it should look like the below screenshot: Save the Cloud flow and Test it by making commits from your Visual Studio or Azure DevOps from the browser. Testing. Here, I will make commit using Visual Studio: Result
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How to replace your customized report with the existing Business Central standard report
Introduction: There is a need where you want to replace your customized report with the standard business central report. In which the customized report is a copy of the standard report along with new fields added. So how can you avoid to show two reports with same caption one is your customized report other is standard Business central report. Steps to achieve the goal: In my example, I want to add a field in the Vendor Payment Receipt field. I copied the standard report code. Once you have updated the Layout and add the field publish the code you will be able to see two reports of Vendor Payment Receipt. So in order, that client doesn’t use the old report we can use the Report Management Codeunit. Publish the code and open the report you will be redirected to your Customized Report. Conclusion: Thus we saw how we can replace the Standard report with our own Customized Report using the Report Management Codeunit. Thank you very much for reading my work. Hope you enjoyed the article!
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Track an Entity record form opening / retrieve activity by system user in Dynamics 365 CRM
If you want to track a user who has opened records of any specific entity then you are on the right blog because today we are going to see how we can do simple customization to track the user activity of who has open which record for how many times. Step 1: Create an Entity to track the log of retrieve activity of the registered entity. Following are fields in the entity to track user activity tracking activity 1. Name — Logical name of Retrieved Entity. 2. Record Id — Record Id of that Retrieved Entity. 3. No of Time Retrieved — Stored number of times a user has retrieved that specific record. Step 2: Create a Plugin to create a Retrieved Log record The record will be created or updated whenever the user opens the entity form to check details and the following is code for the same. Explanation: 1. When the plugin will trigger it will check if the retrieved log of that record is already present or not. 2. If retrieve records is not present it will simply create a log record with the following details a. Name — Type of records which user has opened [Entity] b. Record Id — Record Id of record which user has opened c. User — which the user has opened the record. d. Count = 1 3. If the retrieved record is already existing in the system then it will increment the count of the number of times a user has retrieved that record by 1 so that we can track how many times the same user has open that specific record. Step 3: Register the Plugin on Retrieve of Entity on entities for which you want to add tracking. Retrieve: It will trigger whenever an entity form is open by any user. While registering the new step for the plugin please make sure that Run in User’s Context must be “Calling User” so that we can have a track that which user has opened which record. Note: All security roles which are given to the user should have read, create and update right to “Entity Tracker” Entity. Also, the stage of execution of Plugin and execution mode must be “PostValidation” and “Asynchronous” so that it will not affect any system jobs and it can run in the background process. If you want to track a retrieve activity of opportunity then you just need to register the new step and select Primary Entity as an opportunity as I have already done for Account and Contact. Now, your system is ready to track the user’s entity retrieve activities, and you will see the following records: Using the above record you can create any type of custom charts and put them in your admin dashboard or you can create a Power BI report to track activity. I hope this helps you, if yes please like the blog. And, the next blog will be on the dashboard & charts based on our Entity Tracker records so stay tuned for that!
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Sort records in Cloud flows
In this blog we will see how we can sort list records in Cloud flows Lets say we want to retrieve all accounts on created by ascending. There are two ways to sort list of records in Cloud flows Order By – Fetch Xml – Order By – Use List Records step in Common Data Service Connector where all you need to specify is field schema name and Order (Asc/ Desc ) Syntax – Schema_Name asc/desc 2. Fetch XML We can use Fetch XML to retrieve only the attribute that you need based on Condition that can be easily added using advanced find. While adding condition we can specify the order in Fetch XML 1. Click on Configure Sorting 2. Add Sorting – Sort By -> Ascending Order and then download Fetch XML. Below is the downloaded Fetch XML – 3. Use this Fetch XML in Flow Hope this helps !
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Send Email to not resolved Email Ids from Workflow/Cloud flows
Introduction: We might have a requirement to send emails from Workflow/cloud flows to Ids that cannot be resolved as Contacts, Accounts, Users in CRM. Solution: We need to make changes to system settings to allow messages to unresolved recipients In case of Workflow, directly add email address in the field( It will show ? as it is not resolved address) For Cloud flow, in create a new email record, click on “Switch to Input entire array”, populate the email in addressused field. This will let you send emails to an unresolved email address.
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How to manage OneDrive using Administrative Templates in Intune
Administrative Templates are responsible to facilitate the management of registry based policies that allows to configure many settings on Windows machine. With the availability of these Administrative Templates in Intune for Windows 10 it is helping Administrators to easily manage applications on Windows 10 or later devices using device configuration profiles. Profiles in Intune lets you configure settings and then push them to the devices in an Organization. In this article, we will see how to configure an Administrative Template for OneDrive so that the settings are pushed to the enrolled devices and provide below features. Silently Sign in users to the OneDrive Sync client. Silently move Windows known folder to OneDrive Set File on-Demand states. Pre-Requisites: Devices must be Joined to Azure AD. If you have on-premises environment that uses AD, you can enable Hybrid AD Join. Step 1: Login to Microsoft Endpoint Manager Admin Center (endpoint.microsoft.com). Under Devices, go to Configuration Profiles and then click Create Profile. Select Windows 10 and later as Platform and Profile will be Administrative Template. Click Create. Enter a Name for the Profile and optionally a Description. Click Next. Under Computer Configuration, select OneDrive and then select the settings you want to configure. In our instance, we will configure the first setting which is Silently signed-in users on to the OneDrive Sync client. Second setting is to silently move the windows known folders to OneDrive. In this case the known folders which is Documents, Desktop and Pictures will be automatically get synced with the OneDrive. Note: Some configuration required Tenant ID which you get from portal.azure.com > Azure Active Directory. Third setting is to Use files on-demand. Files on-demand allows you to access all your files stored in the cloud using File Explorer without having to sync them directly and storage space on your device. Similarly, there are various other setting which can be configured. Step 2: Once the settings are configured, click Next and go to Assignments. Under Assignments, you need to select a Group, if you want to assign this profile to a specific set of people. You may also choose All users or All Devices. Once selected, click Next, Review and create the Profile. With the help of these Administrative Templates, Administrators can easily manage the Applications and push the settings to all the Users and Devices.