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Business Central Wave 2 Features – Section 4

Introduction: In this blog, I will be attempting to provide information about the new Modern Client features of Business Central Wave 2. Pre-requisites: Microsoft Dynamics Business Central Wave 2. Demonstration: Overview of All Business Central Features in Single Click. With the new release of Business Central comes a new feature where users can see all the features of Business Central in a Single Click. On the Dashboard, user can locate a “hamburger” next to Actions on the top right of the screen, when the user clicks on it, a new window is displayed that shows all the features of Business Central according to Profiles (Roles). The screen displayed in the above picture shows All features for “Cronus General Manager” which is personalized for that Role. The screen displayed above shows All features for Role – “Accountant”.   2. Identify your Companies with Badges. When users are working with multiple companies, it is possible that confusion about companies may occur, to keep things clear users can make use of this feature which can be achieved with the following steps:- Step 1: Go to Company Information and change “Company Badge” to “Custom”. Step 2: Select “Company Badge Style” from a range of 10 different colors available as shown below and write a four-letter “Company Badge Text” as shown. Now the user can see the company’s badge as created on the top right corner of the Dashboard. 3. Modern clients only for Business Central Users can work with Business Central in the browser, Windows 10 desktop app, or mobile apps on Android and iOS. With this release, Dynamics NAV Windows Client is no longer available. Windows 10 Desktop App: Mobile App:   Hope this helps!

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Business Central Wave 2 Features – Section 5

Introduction: In this blog, I will be attempting to provide information about the new Modern Client features of Business Central Wave 2. Pre-requisites: Microsoft Dynamics Business Central Wave 2. Demonstration: Filter option fields by multiple values In the below picture, the user wants to apply a filter on an option field “Contact Type” on Customers, but the user can filter the data with either of the two options in Business Central. But with the new Business Central Wave 2 update, users can now filter option fields with multiple values as you can see below. 2. Multitasking across Multiple Pages: It is possible that users want to toggle between multiple pages, this feature was not available before, but it is possible in new Business Central Wave 2 update. Step 1: On the page, find the button highlighted below and click on the button that describes, “Open the page in a new window”. Step 2:  After Step 1 the page will open a new window as shown below. 3. Enter data with Speed and Agility Business Central wave 2 comes with more efficiency and agility,  data is entered with speed and agility, all the processing of fields in a record is done when the user adds a new record. 4. Longer timeout period for the server connection. In earlier versions of Business Central online, the session timeout period was set to 20 minutes. Microsoft has increased this value to two hours so that users are not asked to sign in to Business Central again and again. Note: This feature is only applicable to Business Central Online. For Business Central On-Premises, you can change the timeout in the Client Services tab in Business Central Server Administration. Hope this helps!

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Numpad to remain on-screen in POS inventory receiving form in Dynamics 365 For Retail

This functionality was available in point of sale (POS) in Retail version 7.2. This functionality allowed for the numeric keypad (numpad) to appear at all times on the product receiving form. Having the numpad always available helps improve the efficiency of scanning product barcodes as part of POS receiving. This feature was removed after Retail version 7.3 due to screen redesign, but it has been brought back in all new releases. This functionality is enabled by default. You can access it from Picking and Receiving button on POS. Click on New button and the Numpad should open. Hope this helps !  

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How to use System.Text.Json APIs in Asp.net

Posted On November 25, 2019 by Admin Posted in

Initially for parsing object to Json or json to object in Asp.net an additional Newtonsoft.Json Api was required, but now Microsoft has developed their own Apis “System.Test.Json”. Below Steps will guide you on how to use this api. Install the System.Text.Json NuGet package. To use the api make sure you import the following two namespaces: using System.Text.Json; using System.Text.Json.Serialization; Using the serializer as follows: The System.Text.Json serializer can read and write JSON asynchronously and is optimized for UTF-8 text, making it ideal for REST API and back-end applications. class WeatherForecast { public DateTimeOffset Date {get; set;} public int TemperatureC {get; set;} public string Summary {get; set;} }   string Serialize (WeatherForecast value) { return JsonSerializer.ToString<WeatherForecast>(value); } Api also support asynchronous serialization and deserialization. async Task SerializeAsync(WeatherForecast value, Stream stream) { await JsonSerializer.WriteAsync<WeatherForecast> (value, stream); } You can also use custom attributes to control serialization behavior, for example, ignoring properties and specifying the name of the property in the JSON: class WeatherForecast { public DateTimeOffset Date {get; set;}   // Always in Celsius. [JsonPropertyName(“temp”)] public int TemperatureC {get; set;}   public string Summary {get; set;}   // Don’t serialize this property. [JsonIgnore] public bool IsHot => TemperatureC >= 30; } Note: In the above point isHot property will not get parsed to json and json will look like below:      { “date”: “2013-01-07T00:00:00Z”, “temp”: 23, }

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10 Best Practices for implementing HTML web resources with Dynamics 365 CRM

Posted On November 25, 2019 by Admin Posted in

Do not use any CDN links for any .js or .css file, include them in your own project. Do not give multiple references of any .js or .css file on the same HTML. If any .js or .css file is going to be used on multiple Html web resources, then keep them at one common location and include the same URL reference on all the HTML page, do not try to create same web resources repeatedly. Always try to write minimum codes and re-use the code where possible. Always try to use objects where possible. Minimize the use of global variables (use local variables). Avoid multiple API hits try to get maximum data in a single hit where possible. Use joins in fetch XML queries to get data from all the related entity to avoid multiple API hits. Use Try and catch for exception handling. Minify .js and .css file before releasing the same on production.

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Import multiple Users in Office 365

One of the common tasks to import multiple users in Office 365 is to be able to create multiple users in the most efficient way possible. Here’s a quick guide to doing so using Import multiple users feature in Office 365 Admin Center. Download Template for Importing Users Let’s say you are in the Admin Center using portal.office.com. Under Users, You’ll find a button to Add Multiple Users And the feature lets you download a template with some sample data in case you’re unsure of what to enter. Once downloaded, you’ll get the Excel in your system Now, you’ll see some sample data which you can simply delete to add your actual data. And let’s say, your data looks like this. I’ve added Kuldeep Gupta and Subhash Mahato, 2 users with some info. Import Back into O365 Now, we are set to import this in O365. On the same feature, look for Browser button to import. Click Verify to validate the info entered for any errors. Once verified, you can click Next. On the next step, I’ll assign licenses and proceed by clicking Next. Once the processing is done, users will be added And you’ll see 2 new users in O365 with the selected licenses Hope this was easy! 🙂  

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Display D365 Plugin Error on D365 Portals.

Introduction It is important for the end-user to understand the error displayed on D365 Portals. In this blog, we will display D365 Plugin Error on the D365 Portals. By default, the error will be displayed as shown below: Implementation Step 1: Create a new Site Setting record. Step 2: Set the values given below in the fields: Name: Site/EnableCustomPluginError Value: true Now you can see the Error thrown by D365 Plugin. Custom plugin errors will appear on the following screens: Entity list Retrieval of records Entity form Retrieve Create/Update and so on Web forms Retrieve Create/Update and so on

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[SOLVED] “The Operation has Timed out” in D365 Portals.

Introduction In this blog, we will resolve “Operation has timed out” error in D365 Portals. Steps to solve this issue: Restart your portal by going to the admin center. Steps to restart the portal: Go to the Dynamics 365 Administration Center page and select the Applications tab. Select the name of the portal, and then select Manage. Click on Portal Actions –>Restart.  Click on Restart. Wait for a few minutes and go back to your portal, it should be working now. Reference: https://docs.microsoft.com/en-us/dynamics365/portals/portal-faq

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Disable Recently Used Items in Lookup of D365 CRM

Introduction: This blog details steps on how to disable most recently used items in Lookup of D365 CRM. Scenario: Enabling prefiltering on “Reported By Contact” Lookup by Service Account in Work Order Form of D365 Field Service however it shows records which are not filtered. Developers assume prefiltering is not working however it shows most recently used items also. This feature was released in version 9.1.0.3452 and it can be disabled by following the below steps. Step: Navigate to the form editor and open the lookup field’s properties dialog. The checkbox should be enabled for option “Disable most recently used items for this field” below is screenshot for reference. Below is screenshot after publishing the form and Contacts are shown as expected.   Conclusion: Hope this blog helps you resolve the issue for disabling most recent items in lookup of D365 CRM.

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Business Central Wave 2 Features – Section 3

1. Saving and personalizing list views. Suppose we want to switch between pages and we want to add filters, so to achieve this we have to add filters every time we come back to that page, this feature was not available in the previous version of Business Central but now it has been added by the developers. We can save a combination of filters as our view and access it again and again.   2. Personalize actions and navigation on your Home page With the Business Central Wave 2 Release users can easily add their desired pages to their Role centers, making these pages easily accessible to the user. 3. Design for Extensibility. Users can adjust actions and action groups on their Role Center. Adjust the navigation menu items and grouping on a Role Center. Customize user profiles by designing page changes that will apply only to a specific profile in your extension.

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