Dynamics 365 Project Service Automation helps companies to have control over the projects that they undertake. It is the main reason why a lot of companies love this particular ERP solution. Companies can complete the project within the timeframe and the budget that is allocated. Estimating the project budget and planning resources becomes a lot easy. Communication between employees in the company improves substantially. Microsoft Dynamics 365 for Project Service Automation equips the project managers with the essential tools to make them efficient. It helps companies to become organized and to become successful. Here are some quick tips on how you can give your colleagues access that is necessary to do expense and time entries without exposing them to other available entities on the system. Dynamics 365 Project Service Automation is a software application that companies need to buy and use if they want to have full control of a project. Organizations can use this application to manage, track, and deliver project-based services on time. Creating work schedules and quotations utilizing this system is secure. You can manage and assign resources with ease when you use this software. Mastering how this system works is quite essential if you desire that your projects become successful. You might encounter so many unique problems when you are using this particular system. Here are some probable solutions that will help you to solve these problems. Problem Definition: We sometimes have a few team members who only need to do the time entries and expense entries. They do not need any exposure to other entities. How do we make it possible via the OOB (Out of the box) security roles in PSA V3.X. Solution: From the security–>Users–> select the user–>Manage Role and Only keep “Project Resource” Role. 2. Go to Security–>Security Roles–>Open the security Role “Project Resource” –> change the following 2 parameters read/write access as shown below in the image. 3. Log off and log in again and you are set 🙂

These days there are so many companies that are developing software applications to help businesses manage the projects. But, nothing comes close to dynamics 365 project service automation. It is unique and is one software that every business should have if they want to manage projects and help them to become successful. Companies can track as well as manage projects well when they use this particular software.astering this software is essential if you want to use this application efficiently. PowerApps is one service that Microsoft offers, and developers can use it to build apps as per the requirement of the client. As my thoughts build to initiate writing this blog, similar was the feeling when I first thought about exploring Power Apps. The expression was, “What exactly is Power Apps?”. When the world is talking about it, it brings me more curiosity to understand what is so powerful about it. Let’s first commence with understanding what exactly is Power Apps: PowerApps is an initiative by Microsoft that allows developers and nontechnical users to build mobile applications from selectable templates. The objective of PowerApps is to enable business users to build new capabilities via apps, without requiring that they have code expertise. Types of Power Apps: Model driven apps: These types of apps directly publish the entity on the mobile/ tablet. These apps can be used from Microsoft Dynamics 365 App from mobile. They are very easy to make and can be ready within 15mins of time. Canvas apps: These apps are blank canvas given to the developers with a free hand to design the app in the way they want. In this blog we shall focus more on how to make a Canvas app. Follow the steps below to make a PowerApps. Step 1: Login to www.portal.office.com Step 2: Click on PowerApps icon as shown in the image below: This will open a new browser tab where we need to select what kind of app do we need to make. Step 3: Click on Canvas app from blank, which opens a pop up. Please name your app and select whether the app is for Phone or for Tablet as shown below and click on Create button. This opens the Canvas app editor as shown below: To take this blog forward, I will use an app that is created by me and explain a few commands used by me and how was the design done in that app. The app captures the Grievances of people in office. There are 5 screens created by me and they are: list_Grievances Screen: This list all the grievances in the system. 2. frm_GrievanceRecord Screen: This opens a grievance record. 3. Frm_NewGrievance Screen: This screen is used to capture a new grievance. 4. Frm_CameraScreen : This is used to capture the image of the grievance using camera control. 5. SuccessScrn: This is used to display the success on the screen. Technical dive Let’s take a dive in each screen and get into understanding of functionalities developed on each screen: List_grievances: a. New Grievance button: This button will navigate to a frm_NewGrievance Record to capture new grievance from the employee. The code written behind that is:………………………………………………………………………………………………………………Navigate(frm_NewGrievance,ScreenTransition.Fade );   …………………………………………………………………………………………………………………….b. To display the list of Grievance I have inserted a List Screen as shown in the image below: c. To display the list of Grievance, we need to add a Data Source. How to add a data source is shown below: There are approximately more than 250 Data sources to which Power apps can connect. Select the data source you wish to connect. In my case, I will connect to Dynamics 365 Data Source. It will ask you to choose your entity and then you can click on connect. Your Data Source “Grievances” will start appearing in Items drop down of Property Window. Post that we can align the attributes that we need to see on the list view: To Display Employee Full Name, below is the code that I wrote: ………………………………………………………………….. ThisItem.’Employee Full Name’ ………………………………………………………………… To get the department value, which is a lookup to another entity below is the code that was written: …………………………………………………………………. LookUp(Departments,new_departmentid=ThisItem.Department, new_name) …………………………………………………………………. To display the image from the SharePoint Library, below is the code: LookUp(GrievanceLibrary, Title = TitleGrievance.Text, Image)   Where GrievanceLibrary is the Sharepoint Datasource added in Powerapp and Title and image are the fields created in SharePoint.   To open the Grievance record on frm_Grievance Record, write the below code: Navigate(frm_GrievanceRecord,ScreenTransition.Fade,glryGrievances.Selected)   frm_NewGrievanceRecord: To store the new grievance record, we used the Form Screen. On the update button, write the below code: Patch(     Grievances,     Defaults(Grievances),     {         new_employeefullname: DataCardValue3.Text,         new_description: DataCardValue15.Text,         _new_departmentl_value: DataCardValue10.Selected.new_departmentid,         _new_grievancetypel_value: DataCardValue6.Selected.new_grievancetypeid,         new_signature: PenInput4.Image     } ); Patch(     GrievanceLibrary,     Defaults(GrievanceLibrary),     {         Title: DataCardValue3.Text,         Image: First(Collection1).Url     } ); UpdateContext({resettext: !resettext}); UpdateContext({resetcombobox: !resetcombobox}); Navigate(SuccessScrn,ScreenTransition.Fade); frm_CameraScreen Insert a Camera Media Control on the form as shown in the below screen shot. Insert an image control on the form below the Camera Media control. Capture button code: ClearCollect(Collection1, Camera1.Photo) Collection 1 s described above is the SharePoint collection object which needs to be cleared and then referred with the new Photo from the Camera Control, which in our case is Camera1. Confirm button code: Confirm Button will only Navigate it to New Grievance form and the code is ass per below: Navigate(frm_NewGrievance)  To summarise: We learned how to create a Canvas Power app. Different controls that can be used. How to store image on Sharepoint in a Power app. Again I am sharing the code for storing the image on Sharepoint herewith: Patch(     GrievanceLibrary,     Defaults(GrievanceLibrary),     {         Title: DataCardValue3.Text,         Image: First(Collection1).Url     } ); To explain the above code, GrievanceLibrary is the SharePoint site of which Data Source is added. Title: This is a field in the Sharepoint library that will store the name of the Grievance. The data type in Sharepoint for Title is Single line Text Image: This will store … Continue reading First Canvas Power App: Learn Few Easy and Important Commands →

Microsoft Dynamics 365 for Retail Management Solution is an end to end or complete retail solution that every business need to have. It provides unified commerce solutions to retailers in all the channels, such as mobility, intelligence, sales, and productivity. Retailers can do a wide range of activities using this particular software. This solution helps customers to have an immersive experience. Retailers achieve a lot when they use Microsoft dynamics 365 for retail as people can do most of the things on the cloud. It increases the efficiency of the workers that are using this software. It is a SaaS solution that Microsoft is hosting. It is one of those solutions that retailers and their staff will love using. In this blog I am going to demonstrate how to deal with errors generated during statement posting. At times while you are posting a shift/statement, you may run into number of different errors. You may need to resolve them on your own. However, sometimes the error occurs because of a bug as shown in this article. It is asking you to run a validate store transactions job. Run the job, however the error message may not go away. If  this error message does not go away than it’s more like  a bug than an error.  You need to contact Microsoft and raise a ticket . They can resolve this error in a day or two. As you can see here shift 2637 is still unposted i.e. no right tick in the posted column next to it. It won’t let you post it even if you create a new statement and try to post it. The reason could be that the statement containing it is not posted yet.  Go to statements and find the unposted statement and try to post it. Issue should be resolved. Hope this helps!

Customer Service is one of the essential segments of any business if they want to become successful. Every single thing about it does matter. Dynamics 365 for customer service is one of the tools that a business can use to improve brand loyalty and also to improvise the value that the companies offer to their clients. Any company that wants to improve in this segment needs to work on this thing. D365 Customer Service will set your company apart from the rest of the firms out there. This software will help you stay ahead of the customer’s expectations and to resolve their concerns a lot faster. Customers can reach out to the company a lot quicker and get resolutions for the problems they are facing at a much faster pace. Microsoft Dynamics 365 CE streamlines the way your employees communicate with customers and enhances their ability to collaborate. Problem Statement Clients implement D365 CE for all departments also need home/landing/default page for each department. This blog will help you to configure default URI for each department in D365 CE implementation for Company. Configuration Steps 1.       Open Dynamics 365 Sales app 2.       Navigate to “My Apps” in Settings group 3.       Open Manage Roles Click on ellipses(…) and pop-up open, click on Manager Role 4.       Setup App URL Enter URL Suffix e.g. SL and automatically URL is generated. 5.       Setup Roles Roles are assigned to URL, Users with specific roles can only access App. 6.       Copy URL and click Save button also share with Users for opening. Conclusion After following above configuration steps, we can share App URL with Sales Department similarly we can configure for Customer Service, Project Service, Field Service or any custom App share with the respective department. Hope this blog helps you to configure Department-wise or based on App for a group of people.

Introduction This blog explains how to use “startswith” filter query in MS Flow. Use Case Using MS Flows to retrieve the bunch of students who’s mobile numbers begin with +91 and send them a text (using Twilio connector) regarding the Top Indian Universities. The “starts with” filter query in MS Flows allows to easily achieve this functionality. Steps to be Followed: We will use “Dynamics 365 – List records” Actions. Enter the Organization Name and select the entity. Filter Query: startswith(new_phonenumber,’+91′) “new_phonenumber” is the logical name of the field which stores the phone number of students. ‘+91’ is the value of phone number by which we want to filter the retrieved student list. Enter the above query in Filter Query: Run the flow to test.It will return all the students whose phone number starts with “+91”

Creating a pro forma invoice on dynamics 365 for finance and operations is a pretty straightforward task. A pro forma invoice is a crucial financial document that people use in businesses. In a nutshell, a pro forma invoice is more or less like an estimate that companies share with their client before sending them the actual invoice. The actual amounts can change if there is a difference in the quantity of material as well as the labor before preparing the final bill. Many people struggle to locate, view, or to print this document on dynamics 365 as it can be confusing. In this article I am going to demonstrate how to view/print  pro-forma invoice. A pro forma invoice is an invoice that is prepared as an estimate of the actual invoice amounts before the invoice is posted. You can print a pro forma invoice either for a customer invoice for a sales order or for a free text invoice. Step 1: Configure Print management from  Account receivable>Setup>Forms   Step 2: Right click on Customer invoice and click New Step 3: Go to All sales orders, Select an order which is in Open state.     Step 4: Go to Invoice tab and click on Pro forma Invoice     Step 5: In Quantity select All and in Print options enable Print Invoice     Step 6: You may click on Export to save the document or print it   Hope this helps!

Introduction This blog explains how to use “contains” filter query in MS Flow. Use Case Retrieve all the Accounts whose name contains ‘cloud’. Steps to be Followed: We will use “Dynamics 365 – List records” Actions. Enter the Organization Name and entity.Filter Query: contains(name,’cloud’) name is the logical name of the field which stores the account name. ‘cloud’ is the value of account name by which we want to filter the retrieved account list. Enter the above query in Filter Query: Run the flow to test.It will return all the account whose name contains “cloud’.

Problem Definition: Post upgrading to V3 I faced issues while importing the time entries from my Resource bookings. This was not the case with V2. In V2 when I went to Import Time Entries from Resource Bookings, it used to pick up all the time entries that were in Active State. Resolution: The resolution to this was simple, but, little tricky. Below are the steps to be followed to get the issue resolved. Step 1: Go to the D365 – Custom App as shown in the below image. This will take you to the classic interface of D365 CRM as shown below. Step 2: Navigate to Settings à Customizations Step 3: Click on Customize the System This will open a screen as shown below. Step 4: Navigate to Entities- Bookable Resource Bookings – Views and open the view named Resource Bookings for Time Entries Import Step 5: Click on Edit Filter Criteria and add a condition Status  – Equals  –  Active These conditions ensure that only Active bookings are to be selected. Then click on OK and Save and Close. Finally, click on Publish All Customizations. Now when you try to import the time entries from Resource booking it will import only the Active time entries and leave behind the canceled time entries. 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.

There is good news for people who were using Dynamics 365 Project Service Automation (PSA) with the latest update. Microsoft allows it’s users to make adjustments to time entry using the plain journal entry in the past. For example, if a user wants to adjust the time entry from one to three hours, they have to make a new journal entry for the three hours. But, the only problem is that you cannot track it against a particular time entry. Now, if you are using PSA V3.7, you can make the correction or adjustments on the existing time entries with ease. Here are the steps you need to follow: Problem definition: With the previous releases, PSA could allow adjustment of Time Entry hours via mere plain Journal entries. That means, if we need to adjust a couple of hours or adjust a time entry worth 4 hours, we needed to make a 4 hours journal entry, which could not be tracked against a Time entry. Problem Solution: With PSA V3.7 there is a Journal correction for Time Entries which can be done against a Time Entry done. How do we do it is shown in the below steps: Suppose we a do a Time entry of 1 hours for a Project and Submit it for approval as shown in the below screen shot. 2. Approve the same via Time Entries for approvals. 3. As soon as the time entries are approved, they get converted to Actuals. This can be validated by going to Project Contract – Select the appropriate Contract – Actuals. You will see there are 2 records that get created: 1.Cost 2.Unbilled Sales. 4. In order to get the same adjusted via Journals, go to Journal Entries, SalesàJournals and click on +New 5. Write the Description and select the Journal Type Equals “Time Correction” and Save the record. 6. Click on Browsers back button, Open the Record from Active Journal view and click on Time Entry Corrections Tab. 7.Fill in the fields: Project Project Task Time Entry Date Bookable Resource Resource Role 8. From the below grid select the Time Entry for which the correction is needed, by clicking on the Add Existing Time Entry and then select the time entry from the quick create form that opens and click on Add. 9. Post Step 7 and Step 8 is done, click on Preview Button from the Ribbon control as highlighted in the screen shot below. 10. It will highlight the Journal Lines Tab and show you the Journal Entries with negative values of the value of the time entry and there will be 4 records that can be seen. 2 with a positive value of the time entry and 2 with negative that is the Adjustment value. This is how we can do the adjustment of the time entry which indirectly creates a Journal entry against the time entry done. This blog reflects my personal findings and based solely on my experience of using PSA for last 3+ years. For those who are looking for a platform that can track and manage the entire procedures of sales and project managements, I would highly recommend them to try Microsoft dynamics 365 for project service automation.

Introduction: This blog explains how to Count No of files in SharePoint folder using MS Flow. Steps to be followed: Select “Send an HTTP request to SharePoint” from Actions.  Enter below details:Site Address: Select the site address from the list. Method: GETUri: _api/web/GetFolderByServerRelativeUrl(‘LibraryTitle/foldername’)/ItemCountExample: _api/web/GetFolderByServerRelativeUrl(‘account/CFS Organization_584732FD1267E911A997000D3AA2C8D1‘)/ItemCount-> It will count the no of files in “CFS Organization_584732FD1267E911A997000D3AA2C8D1” folder. Output of above request:  Accessing value of ItemCount: Add Compose Action. Add below expression in Inputs: body(‘Send_an_HTTP_request_to_SharePoint_’)[‘d’][‘ItemCount’]