Latest Microsoft Dynamics 365 Blogs | CloudFronts - Page 74

Embedding Power BI reports into Webpages- Part 2

In this blog we going to Set which page to open when the Power BI report is embedded We can do the customization in the embed code as per requirement for the page loading. We have to open the report and click on each page and note down the URL to get page name So report page names are, Team Scorecard: ReportSection2 Industry Margin Analysis: ReportSection Executive Scorecard: ReportSection1 2. We have to append the code &pageName=ReportPageTabName to the URL e.g. https://app.powerbi.com/reportEmbed?reportId=c772790a-7b9f-43fb-99eb-42f560e95cf6&autoAuth=true&ctid=26c4b2e4-ec07-4c7b-92e5-97f52865e98b&config=eyJjbHVzdGVyVXJsIjoiaHR0cHM6Ly93YWJpLXNvdXRoLWVhc3QtYXNpYS1yZWRpcmVjdC5hbmFseXNpcy53aW5kb3dzLm5ldCJ9&pageName=ReportSection 3. We can do change in the URL for all report pages, embed in the webpage,below is HTML and JavaScript code for doing customization 4. When we open this page in web browser it will look like, when we click on any button to load report it will be loaded or we can set the default report page to load when the webpage is opened. 5. When we click first button i.e. Team Scorecard first page of the report will load Similarly for other pages, In this way we can embed Power BI report in webpages and do customization.

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How to map Azure File Share as a Network Drive?

In this article, we will see how we can map a Network Drive on our system to a file stored on the cloud using Azure File Share. Using Azure File Share is useful when you want to share files on multiple systems and all the data will be on the cloud. IT Considerations: You must have an Azure subscription for using Azure File Share. You must be a Global Administrator for Azure to perform these steps. You should have a Resource Group created on Azure. You will need to have an Azure subscription, if you trying it for the first time, you can also take a trial for a month. Azure Files offers fully managed file shares in the cloud using Server Message Block (SMB) protocol. The advantage of using File Share is that you can replace on-premise file shares with Azure file shares, begin able to share file systems across multiple systems. You do not have to deal with any kind of hardware. Step 1: Creating Storage Account on Azure: For using Azure File, you can use a storage account that is already created or else you can create a new one. Let’s see how to create a new Storage account below. Go to portal.azure.com. In the Search bar, search for Storage accounts. Click on “Add” and then provide all the required details. Choose Subscription. Select Resource Group, if you haven’t created it yet, create a new one. Under Instance details, provide Storage account name. This should be unique. Select your location. You can leave the other fields set to their default value. Choose Review + Create, to review the Storage Account settings and create the account. Once the Storage account is created, it will look like this. Step 2: After the Storage account is created, you will need to create a File Share. Go to the Storage account which you created, select File Shares. Click on “+File Share” to get started. Name the File Share and set a quota in GiB to limit the total size of the files on File Share. Click Create. Step 3: We had created a File Share in Step 2, now we will map the Azure File Share as a Network Drive on the system. To map Azure File Share as a Network Drive, you need the following information. The URL of your FIle Share – Open File Share > Properties. The Storage Account name and Storage Account key to allow access – Go to the Storage Account which you created > Access Keys. Open Windows Explorer > Click on This PC > Computer > Map Netwrok Drive. Select the Drive (Choosing Z:) then provide the File Share URL, which we got from Point 1. Please find the screenshot below. Once you click on Finish, a pop-up will open, which will ask for the credentials. You will find a Network Drive created in the system mapped with Azure File Share which we created. You can now save any file in your Network Drive, which will appear in the Azure File Share and on all the connected devices. You can also use Microsoft Azure Storage Explorer to upload, download and manage Azure blobs, File Shares and other storage entities. You can download the same from https://azure.microsoft.com/en-in/features/storage-explorer/ This is how you can utilize Azure File Share by mapping it to a Network Drive on your system to have shared access and being able to share a file system across multiple machines, no hardware to manage. You can go through the above 3 steps to easily create the same without having any difficulties.  

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Correctly connect to an Excel file in a Canvas PowerApp

Now, just putting an Excel with some crude data in it won’t really be identified in the Canvas App you are making. Perhaps you’re missing something. Let’s say, I want to read an Excel file from OneDrive For Business into my Canvas App, I select the Excel file from the OneDrive for Business connection like below – But, I’m treated with the below error while making a connection –   Correcting your Excel Well, if your Excel looks like this – Then, that’s the reason Canvas App is not able to connect to the data in the Excel. Here’s what you need to do – click on the top left corner of where your Table should start from and then click on Table from the Insert tab as shown below Confirm that diagonal end of the Table you want to consider and click OK once confirmed Once you confirm, you’re Excel data will look like this which is correctly formatted into a Table –   Reading the Table Now that you’re set, you should be able to read the Excel file’s Table which you can connect to. Hope this quick tip helps!!  

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Renaming SharePoint Folder using Microsoft Flows

Introduction: Using MS Flows, On any trigger, you can add the below action to rename the SharePoint folder.   Steps: 1) In Actions, select “Send an HTTP request to SharePoint” 2) Enter the below details: Site Address: Select your site address from the list. Method: POST Uri:_api/web/GetFolderByServerRelativeUrl(‘LibraryTitle/CurrentFolderName’)//ListItemAllFields Headers: Accept application/json;odata=verbose X-HTTP-Method MERGE If-Match * Body: { Title :”New Name of Folder” FileLeafRef’:”New Name of Folder” } 3) The Folder Name in Uri and new folder names in body can be dynamic as per your requirement( Refer Screenshot below: the data here is taken directly from the trigger when file is created in SharePoint). Sample Output: Conclusion: Simple SharePoint Connector in MS Flows can help to rename a SharePoint Folder.

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Filter Gallery based on lookup field (Combo Box) on EditForm

Introduction: In this blog, we will learn how to filter Gallery based on Combo Box which is on different form.   Use Case: We have a requirement where there is a lookup field (Price List) on the Editform (Data Source: Quote Project Price List). When there is data in the lookup field the Gallery (Data Source: Role Price) should be filtered.   Steps: 1. We have an Screen which is divided into two parts:(Edit Form + Gallery)          a. Quote Project Price List Edit Form.          b. Gallery with Role Price data source. 2. Add field into the Editable Grid (Gallery). 3. The Lookup Field on the EditForm is PRICE LIST on which the gallery is suppose to be filtered. 4. To filter the Gallery set the Items property of the Gallery to the following formula, Item property: Set Gallery.Item = Filter(‘Gallery Data Source’, ‘GalleryFieldName’.Name = ‘Form Lookup Field Name(Combo Box)’.Selected.Name) For eg: GalleryRolePrice.Item=Filter(‘Role Prices’, ‘Price List’.Name=PriceListLookup.Selected.Name) 5. Output of the screen, The Gallery is not visible as the Lookup Field (Price List) is not selected. 6. After selecting the Lookup Field (Price List), the gallery is visible and also filtered on the basis of the selected field. 7. In this way the Gallery will get Filtered on the basis of the Lookup field on the EditForm.

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Mix and Match Discounts in Dynamics 365 Commerce (Retail)

In Dynamics 365 for Retail there are many types of discounts available which retailers can offer to customers. These discounts help the business increase the sales and also the customer base. One of the discounts is called Mix and Match Discount . A mix-and-match discount gives customers a discount when they purchase a specific combination of products. For example, a customer purchases two boxes of tea and receives 50 percent off the price of a tea cup. Products and variants can be included in mix-and-match discounts. Here is how you can configure Mix and Match discounts.   In the above screen grabs you can see two types of mix and match discounts 1) Buy one product and get 50% off on the 2nd product 2) Buy one product and get another product free(100% off) You can add more products and use them in combination to offer discounts. After you have created discounts make sure to add your retail store to the price groups Hope this helps!

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Threshold (amount-based) discount in Dynamics 365 for Retail(Commerce)

A threshold discount is a discount that is given to customers when the total for a transaction reaches one or more specified amounts. For example, you could create a discount that gives a 10 percent discount for purchases over 100.00 and a flat 25.00 discount for totals over 200.00. You can set it up from the following path Retail>Pricing and discounts Once you have configured the discount as per your requirement as  shown here, do make sure you add a price group to it which has the the store mentioned where discount would be applied On POS whenever you sell an item from the Jewelry category and if the total bill is going over 1000$, customers will get 5% discount. Hope this helps!

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How to configure SAML authentication in Azure AD for Zoho People?

After signing up for Zoho People subscription, you can go ahead to configure SAML authentication for Zoho People by adding it as a non-gallery application in Azure AD. While adding the gallery apps or non-gallery apps to Azure AD, one of the SSO options available is SAML based SSO. With SAML, Azure AD authenticates application by using the user’s Azure AD account. In this article, we will see how to register Zoho People as a non-gallery application in Azure AD and how we can configure SAML authentication for SSO in 3 steps. To configure SAML SSO for a non-gallery application, you need to have an Azure AD Premium subscription. Steps 1: Registering the Zoho People application. Registering Zoho People as a non-gallery application in Azure AD. Go to Azure AD > Enterprise Application > Click ‘+ New Application’. Under add an application, select a Non-gallery application.  Provide a name to the application. Here, I am providing the name Zoho People – CFT (Org name) and then click ADD. After the application is added, it will show up under the Enterprise Application list. Click on Single Sign-on, it will show up methods to configure SSO, here choose SAML. Step 2: Configuring SAML in Zoho Accounts. Before configuring SAML in Azure AD, you will need to configure SAML into Zoho accounts. Sign in to Zoho People account as an administrator and then go to My Account. You will be redirected to the Zoho Accounts page. Click SAML Authentication under Settings and then click Setup Now.  Provide the required details. You can get all the above details from Azure AD. Go to the application you registered in Step 1 and then click on Single Sign-on.Sign-In URL & Logout URL: Both the URL you can keep it as Sign-In URL (shown in below screenshot) or else leave the Logout URL blank.Note – I tried Logout URL from SAML configuration (Azure AD), but it is giving an error while logging out from Zoho People and hence keeping the Logout URL blank. Public Key: Download the certificate (Base 64) and upload it. Zoho Service: Select “People”. Algorithm: RSA (by default RSA is selected). Change password URL: This will be the same as Sign-in URL. Click Configure, it will ask to verify yourself (enter password) and then click configure. Once SAML is configured in Zoho Account, you will see the Download Metadata tab. Download Metadata which will need to be uploaded in Azure AD. Step 3: Configuring SAML in Azure AD. SAML authentication is configured on Zoho Account. Now, you will need to upload the metadata which we downloaded in Step 2. Go to Azure AD > Enterprise Application > Zoho People -CFT > Sign Sign-on. Click on the Upload metadata file. Upload the metadata file downloaded from Step 2. Once uploaded, it will open a Basic SAML configuration. You will see that the Identifier (Entity ID) and Reply URL will be populated automatically. Change the Identifier (Entity ID) from Zoho.com to Zoho.in, because we can see the URL for login in to Zoho People is zoho.in. Instead of changing Zoho.com, you can also add Zoho.in and make it as default. Click Save. Once the SAML configuration is done, go to Users and Groups and add users. After adding users in the App, the application will appear on the Access Panel for assigned users. Test the SSO with the application. Accessing Zoho Application: Directly through Zoho People URL – https://people.zoho.in/ From the Access Panel (myapps.microsoft.com), users can find the Zoho People – CFT application. From office.com – Users can fins Zoho People-CFT under all apps.  This article will help you configuring SAML authentication for Single Sign-on. If you are facing any issues with SSO, you can just configure SAML authentication for application and the end-users will be able to leverage SSO for the third-party applications.  

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Add lookup fields in an editable grid using PowerApps

Introduction: We had a requirement where we wanted to show the editable grid in power apps. The fields which are suppose to show are of string, decimal and lookup. Other data type was easy to display but we find difficulties in showing the lookup value.   In this blog, we will learn how to add lookup fields(combo box) into the editable grid and also save it in Dynamics 365 CRM.   Steps: 1. Insert Gallery :  Insert a new gallery – Insert > Gallery > Blank Vertical Add Data Source to the Gallery Go to Properties > Click Data Source you want. 2. Add Combo Box input control in the PowerApps Grid.     I have added 3 Combo Box input control inside the Grid, 2 text box, 1 is currency field in the data source and a Save icon. 3. For each Combo Box input box: Item Property: Set ComboBox.Item = Choices([@’Data Source’].<Field Name>) For eg: RoleComboBoxRP_1.Item = Choices([@’Role Prices’].Role) DefaultSelectedItems property: Set ComboBox.DefaultSelectedItems = ThisItem.<Field Name> For eg: RoleComboBoxRP_1.DefaultSelectedItems = ThisItem.Role 4. For each text input box: Default property: Set TextInput.Default = ThisItem.<Field Name> For eg: DescriptionRP_1.Default = ThisItem.Description Note: Do not forget to set the <DefaultSelectedItems> properties or else the value wont be visible in the grid. 5. To Save the changed value into the Data source, set the Save Icon to the following: OnChange property: Set SaveIcon.OnChange = Patch(DataSource, ThisItem, { <fieldName>: TextInput.Text, <fieldName>:ComboBoxName.Selected, <fieldName>:Value(CurrencyTextInput.Text) }) For eg: SaveRP_1.OnChange = Patch([@’Role Prices’], ThisItem, { Role : RoleComboBoxRP_1.Selected, ‘Resourcing Unit’:ResourcingUnitComboBoxRP_1.Selected, Unit:UnitComboBoxRP_1.Selected, Description:DescriptionRP_1.Text, Price:Value(PriceRP_1.Text) }) 6. The Output Screen. 7. The changed Lookup value. If you click the Save Icon the changed values will be saved. In this way we can change the Lookup values and also Save the changed value in the Dynamics 365 CRM.

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Overview of Modern POS with Retail Store Scale Unit (RSSU)

Retail Store Scale Unit allows retailers to sell products within store locations that have internet connectivity issues, where it fails to connect with headquarters (HQ). Retail Store Scale Unit support both Modern POS and Cloud POS within the store. MPOS with Retail Store Scale Unit allows users to perform cross-terminal scenarios across multiple POS devices, like Suspend Shift Close Shift Blind Close Shift Manage Shift Inventory Lookup Stock Count Print X-Report Print Z-Report whereas Cloud-based MPOS offline fails to perform these operations. MPOS with Retail Store Scale Unit fails to perform real-time operations such as Issue/pay Gift Cards Issue Loyalty Card Picking and Receiving Pay by Customer Account Credit Card transactions Order Fulfillment View/Create Time clock entries unless there is internet connectivity to HQ or a payment provider. If most of your transactions involve real-time transactions, then your Store Scale Unit will always need internet connectivity to enable the connection to HQ or payment provider.

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