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.

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! 🙂  

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

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

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.

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.

1. Lock-free number series (Allow gaps in Number Series). Users can choose to mark number series to allow gaps in the series. These number series will be non-blocking, which will boost performance. Add notes and links to data Users can quickly add a note to the data they are currently viewing on the Business Central, these notes can be used if a user needs to add some note to the specific page. 3. Customize a user profile without writing code. (New fields have been added, Caption, Description, Use as Default Profile, Promoted). Users need not have to write code to change a user profile, instead, they can make changes to a user profile from Profile only.

Let’s say you need to create a new store with multiple registers on CPOS.   It is now possible to have a retail store with multiple registers each running CPOS and each having their own dedicated hardware.   For example: A store with two registers both running CPOS and both having their own receipt printer, scanner, etc. . Here comes the concept of a shared hardware station for CPOS, It may seem impractical to have multiple registers sharing the same scanner, pin pad, etc but it is actually possible.   You’ll need to install a hardware station per CPOS and then you should be good to go.   Sharing hardware can be handy in scenarios with limited space or lesser sales persons moving around taking the sales and so on and it’s valid for CPOS.   Note: However, for MPOS you need a dedicated hardware.   Please notice that you can’t have multiple hardware stations installed on the same machine. Please do correct me anyone if that has changed 🙂 This can be done absolutely and is perfectly possible. Just deploy a Hardware station on each device and it will work as discussed in the example above.

“Run Jobs” – as the name suggests is a process between Retail Channels and Retail essentials through which we transfer data between channels and database. Please Note: Jobs Run at a specified time which may be different for every Retail Scheduler. Be aware of what the time is set for jobs to run automatically.  Running jobs at a specific time requires setting to be done so that we can schedule a specific job to run at specific time. It can be easily done manually. You’ll have to follow the below steps: Step 1: Go to distribution schedule or Channel database in Retail Dynamics 365. If the job doesn’t run from distribution schedule run it through channel database. Step 2: Go to download sessions and make sure your Job is available or in applied state. If it is in available state, go to “Batch Jobs“. Step 3: Now you will have to find the same batch job that you were searching and need to run it at a specified time. Step 4: Here, since the Job is in waiting state, you need to change it’s scheduled date and time to current time. This change must be according to the time at which you want your job needs to be run. The specified time will make your job run immediately.   Step 5: You can check if Job is being applied in “Download sessions” whenever required. Step 6: You can also change how often the job should run from going to Recurrence. Step 7: Only things highlighted in Red boxes should be checked. Hope this helps!!! Thank you! Please feel free to post any doubts you have.

Problem Definition: The sales cycle in my company demands me to create an opportunity every time a CR is requested or there is an additional estimate via a proposal that we ask on the current project from the customer. This needs me to go through the cycle from Opportunity to Quote to Contract. But, in this cycle, I do not want to create another Quote or contract, but update the existing one to add another Quote Line Detail. This is not possible once the Quote is marked a won in PSA. Solution: Following is what can be done to enable the Quote to move it to Draft mode an make it editable. Step 1: Go to the Quote and click on the Flow button in the Ribbon control and click on Create New Flow as shown in the screenshot below. Step 2: Use the Common Data Service Template and click on Continue. In case you see this page and you are not signed in with your account, please sign in and continue. Step 3: On the next screen select the details as shown in the below screenshot. Step 4: Select the Update Record Option from below as shown.   Step 5: Click on Add Dynamic Content link and select Quote field from there as shown below. Step 6: Change the field “Status Value” to Draft and Save the Flow. Step 7: Navigate to the flow and name is as shown below. Step 8: Its time now to test the Flow developed. Navigate to your Quotes and filter out the Won Quotes. Open one Quote and Click on Flow button from the Ribbon control and select the Flow that we wrote as shown below Step 9: Refresh the page and check that the Flow has done its job and the Quote is now in the Draft mode, ready to edit. This blog reflects my personal findings and based solely on my experience of using PSA for the last 3+ years. For those who are looking for a platform that can track and manage the entire procedures of sales and project management, I would highly recommend them to try Microsoft dynamics 365 for project service automation.