Problem Definition: I have observed a fact in PSA that when the task in PSA Schedule (WBS) is deleted, the corresponding Resource Requirement doesn’t get deleted. Hence, it keeps on appearing in the Schedule Board to allocate. Resource Managers face difficulties in order to understand whether to allocate them or not. Hence, it is a job of Project Manager to ensure they are not appearing on the Schedule Board to allocate. Solution: Following are the steps with which the Resource Managers can ensure they do their job end-to-end post the task is deleted from the Schedule (WBS). Step 1: Check in the Schedule Board in the Project Tab whether the task appears to schedule. If not, then the job is done. Else, do an advanced find on the Resource Requirement with the below-mentioned criteria shown in the screen shot. See the results of the Advanced Find shown below. Open the task from Advanced Find by Double Clicking on it and check the status of the task. Change the Status of the Task to Canceled and Save the form. The task will now not appear in the Resource Requirement. You are done with the solution. 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.

For Line Item entities Opportunity Products, Quotes Products, Order Products or Invoice Products, you can chose what type of Discount you want to give out. This is a simple Organization-wise setting  that you’ll need to set to define how Discount should be given on the Line Item level. System Setting Navigate to System Settings and under Sales tab, find this setting You can chose either between Line Item or Per Unit. Discount Behavior Line Item Now, when the Discount method is set to Line Item, the Discount value will be given to each of the Line Item regardless of the Quantity In the above example, the Discount $50 is applied to the entire Line Item entry of 2 quantities of the commodity of the price $1200 is 2 x 1200 = $2400 – $50 = $2350 ($50 Discount given to the Extended Amount) Per Unit And in case of Per Unit, the Discount amount of $50 is given to each Quantity in the Line Item In the above example, the $50 Discount is given to the quantity of commodity of worth $1200 each. i.e. 2 x $1150 ($50 Discount given to each Price Per Unit amount) = $2300 Hence, it vital what setting you want to use while giving Discount to Line Items in D365 Sales Hope this helps! 🙂  

Microsoft has mandated TLS1.2 for Dynamics 364 v9.0, which is why we may face issue while connecting to the CRM online instance from visual studio for creating new report via fetch XML. This post will help developer to solve the connectivity issue for connecting with latest Dynamics 365 v9.0 using SQL Server Data Tools and FetchXml Authoring Extension. Issues: Not able to login Plugin registration tool (keeps popping up for Credentials)                     Not able to see custom entities in Plugin Registration tool Connection to CRM from Custom Web Application and Console fails Able to retrieve data in dataset in Report RDL but unable to preview           Root Cause: This issue occurs because of the latest update in the Microsoft TSL(Transport Layer Security) Protocol in SDK assemblies. Microsoft has allowed TSL connection 1.0 and 1.1 for the browsers or client to connect to the CRM org. The Microsoft TLS 1.0 implementation has no known security issues but because of the potential security vulnerabilities for future downgrade attacks and TSL vulnerabilities, Microsoft has discontinued the support for TLS 1.0 and 1.1 in Microsoft Office 365. Now Microsoft supports only TSL 1.2 or above. If you are connecting your org with the old version of plugin registration tool , then you may face this issue.   What is TSL ? Transport Layer Security (TLS) is a cryptographic protocol used to establish a secure communications channel between two systems. It is used to authenticate one or both systems, and protect the confidentiality and integrity of information that passes between systems.   HOW TO IDENTIFY: Use fiddler to check the your server request TSL Version. Install fiddler https://www.telerik.com/download/fiddler Go to Fiddler Setup -> Tools -> Options           Click on highlighted text after “Protocols” label and add ;tls1.2 text at the end and click “OK”:                               Run the report again. It should work as expected. This is how we can fix the connectivity issues between SSDT, Report Authoring Extension and Dynamics 365.

Introduction In this blog we will take a look at how we can add an custom HTML web resource in your customer engagement app. There have been client requirements where there was a need to add custom UI to handle some additional functionality, let see how this can be achieved. Implementation Step 1 : Firstly we create an HTML web resource, and we add the required code in it. For this demonstration i have used bootstrap to create an responsive page. You can view the entire code for the HTML here Below shown is how the HTML file looks.   Step 2 : Now to add this in our app in Dynamics 365 Customer Engagement, navigate to your app and open the editor pane as shown below In the above shown pic add a new subarea and add the required name, here we have kept it as Safety Inspection Map and in the properties tab we add the Type as Web Resource and URL is the HTML web resource that we have already pubished Now click on Save and Close at the top right corner and then click the Publish option. Once this is done navigate to your app in Dynamics 365 Customer Engagement to view the newly added web resource. Below show is the how the customization looks like in the unified interface. Hope this helped!    

Introduction: This blog explains how to create folders in SharePoint when new record is created in D365 CE. Use Case: When new account is created in D365 CE create “Contact Documents” and “Documents” folders in SharePoint. Pre-Requisites: D365 CE SharePoint Online Microsoft Flow Steps to be followed: Sign in to the Microsoft flow. https://flow.microsoft.com/en-us/ Go to My flows -> “+New”-> “+Automated-from blank” 3. Select “When a record is created” trigger and click on create. 4. Select “Organization Name” and “Entity Name”. 5. Click on “+New Step” and select “Compose” Action. 6.   a. Add “Account Name” from Dynamics Content in Input. b.  Add underscore “_” c. Click on Expression enter below formula: toUpper(replace(triggerBody()?[‘accountid’],’-‘,”)) d. Compose should look like below: 7. Now we will create “Main folder in SharePoint” for this account. 8. Click on “+New step” and select “Send an HTTP request to SharePoint” Action. 9. Enter below details: Site Address: Select the site address from the list. Method: POST Uri: _api/Web/GetFolderByServerRelativeUrl(‘account/Output of Compose‘)/Folders Headers: Content-Type application/json;odata=verbose Accept application/json;odata=verbose Body: { ‘__metadata’: { ‘type’: ‘SP.Folder’ }, ‘ServerRelativeUrl’:’account/ Output of Compose‘} 10. Now we will create sub folders inside the main folder. 11. Click on “+New step” and select “Send an HTTP request to SharePoint” Action. 12. Enter below details: Site Address: Select the site address from the list. Method: POST Uri: _api/Web/GetFolderByServerRelativeUrl(‘account/Output of Compose/Contact Documents‘)/Folders Headers: Content-Type application/json;odata=verbose Accept application/json;odata=verbose Body: { ‘__metadata’: { ‘type’: ‘SP.Folder’ }, ‘ServerRelativeUrl’:’account/ Output of Compose/Contact Documents‘} NOTE: “Contact Documents” is the sub folder which we want to create in main folder. 13.  Repeat “step no 12” to create “Documents” folders. Uri: _api/Web/GetFolderByServerRelativeUrl(‘account/Output of Compose/ Documents‘)/Folders Body: { ‘__metadata’: { ‘type’: ‘SP.Folder’ }, ‘ServerRelativeUrl’:’account/ Output of Compose/ Documents‘} NOTE: “Documents” is the sub folder which we want to create in main folder. Complete Flow: Testing Flow Create new account record in D365 CE. Check Documents in SharePoint. 

Introduction In this blog we will look at how we can add the lookup functionality of dynamics 365 Customer Engagement in our HTML web resource. Implementation Step 1 : We have already added a web resource in our app, you can refer to my blog on  “ADD HTML page in Dynamics 365 Customer Engagement Apps”. Below is the screenshot of how it looks like Step 2: Here we have a project field, and every time the Project button is clicked the select Project form opens up as shown in the below image. Please note that the Project entity we are using is a custom entity and not the Out of Box project entity Step 3 : When the Project is selected from this and the Add option is clicked, the name of the project will be shown in the “Select Project” field on the HTML web resource. Step 4: The HTML code for this is here.  In the HTML code there is a reference to an external JavaScript file which handles the logic to open the lookup tab and set the name of selected project as seen previously. You can find the JavaScript code here Note: In the referenced HTML code, for the Layout button we have added an “on Click” event which is not present in the referenced JavaScript code.  So while using the referenced code, please make sure you remove that reference from the HTML or add another function that you would like to call. Below shown in the code snippet that needs to be modified <input class=”form-control” id=”selectedProjectRelatedLayout” type=”text” placeholder=”Select Layout” readonly=””> 2.  In HTML file we have also added the reference to a JavaScript file which we have added as a JavaScript web resource in Dynamics 365 CE.  You will need to modify this reference  based on the web resource structure in Dynamics 365 CE. <!– Below mentioned are the CRM Reference files based on the hierarchy of Webresources created, the bottom two references will change according to your folder structure for Webresources in CRM–> <script src=”../../../../ClientGlobalContext.js.aspx” type=”text/javascript”></script> <script src=”../BusinessLayer/SafetyInspectionCustomization.js” type=”text/javascript”></script> Hope this helped!

In this blog I am going to show you how to fix an error you get during CPOS/MPOS activation. At times you may get following error : Validation: Failed, Messages: <“Channel has not been published.”>   Solution: Step 1 Go to Channel categories and product attributes. Select your store and in Category hierarchy select channel navigation hierarchy Step 2 Then click on publish channel updates Step 3 Now go back to your device and  click on “Validate Devices for Activation.” You should not get the error message anymore. Hope this works!

Introduction to OCR: OCR (Optical Character Recognition) is used to automate the data entry process for vendor invoices When a purchase invoice is received from the vendor, the client stores the invoice either in a file or manually does the entries in excel sheet With the use of Microsoft Dynamics 365 Business Central, invoices can be stored on cloud in the system OCR service setup: OCR service setup needs to be done in order to process the automation which is done through Kofax, which is a process automation software provider. The client should register to avail the following functions at the given price: Trial Basic Premium Documents 75 100 100 Validity(months) 2 1 1 Price (USD) Free $60 $105 Price per extra Invoice No extra invoice after 75 $0.56 $1.12 Specifications: Yes Yes Yes ·         Online correction ·         Header/Footer capture Yes Yes Yes ·         Line item capture Yes No Yes   To avail this service the user needs to get registered under Kofax. (www.kofax.com) Registration process includes providing details such as: name, email, mobile no, Company name, address and so on. Fig 1. Kofax sign up page Once the registration is complete Kofax sends an authorization key to the user on his mentioned email. Fig 2. Registration mail from Kofax The key is later used to send the invoices to the service provider to scan the invoice and receive it back. (without the authorization key, OCR process cannot be completed) Fig 3. OCR service setup OCR process: For mail received invoice save the pdf invoice in the computer and for printed copy of invoice click a picture of the invoice which should be a clear and visible picture. Go to incoming documents in Microsoft Dynamics 365 Business Central. Click My incoming documents Fig 4.  Click on new and then create from file Fig 5. Creating Invoice from File This will ask to choose a file from your computer Choose the file pdf saved earlier in the computer Check all the details of the vendor invoice Click on OCR and then send to OCR service Fig 6. Sending the document to OCR service  Click on receive from OCR service Fig 7. Receiving the document from OCR service The details on the invoice will be entered as per the heads in the document Check all the financial details as per the invoice to verify Fig 8. Checking the financial information Click create document and the document will get stored in the system Fig 9. Creating the document as purchase invoice Check for errors and warnings in the document Fig 10. Checking for errors and warnings To correct the error, click on OCR and under that correct the OCR Fig 11. Option to correct the OCR Correct the mistakes and select “Send OCR Feedback” to send the corrections to the OCR service, so that the mistakes will not repeat   You can check the document in the purchase invoice Open the created document Enter the vendor invoice number for reference which will be star marked Now post the document with an option to print the document as well Fig 12. Final posting of the purchase invoice Check for the document in the posted purchase invoice by searching for the vendor invoice number.

Today, I will show you the Environment Setup for PSA to F&O integration with CDS. Step 1: Create the environment Open the link https://admin.powerapps.com and click to create new environment Following pop-up window will appear and enter the details and click on Create Environment, so new environment will gets created   The environment will get created   Step 2: Create the connections To create the connection, open the link https://web.powerapps.com and go to the connection in newly created environment (In this case: DemoEnvironment) In the data section click on connections section and click on the “Create a connection” to create new connection Following screen will be visible, select the “Dynamics 365” connection. When clicked on the Dynamics 365 popup window will appear asking whether to create connection or not. Click on create and enter the credentials     And finally source connection gets created Now create the Destination connection In the connections search for “Dynamics 365 for Fin & Ops”, when clicked it will ask whether to create connection or not click on create and then enter the credentials and finally connection will be created     Once we created the Environment and connections now create Connection sets and create project   Go to https://admin.powerapps.com and open the Data Integration tab.   2. Click on the connection set section and click on the “New Connection Set” following popup window will appear and click on Create   Step3: Once Connection set gets created now let’s create the Project   Go to project section and click new project and following form will be visible and enter the Integration project name and select the ready made template available or create custom integration project. In this case we are selecting ready made template for account and click on next.   Select the connection set from the drop down select the connection set which we have created earlier: DemoConnectionSet and click on next Select organization and click next and finally click on create   So now we have created accounts integration project Hope the above helps!

You may need to add a sales representative/associate while performing a transaction on POS. For this, you need to add the particular worker to sales group and set it up as below. In this blog, I will show you the process: Step 1 Go to Sales and marketing>Commissions>Sales groups Step 2 Click on General>Sales rep Step 3 In filter type the name of the Rep and select Step 4 Next run staff job from the distribution schedule and check in download sessions if the job is run. If it remains in the available state for more than few minutes then you may need to run a batch job manually from batch jobs by changing its date and time. Check again in download sessions. It should be in an applied state. Hope this works!