Finance and operations departments in a company are quite crucial as they help the business to flourish and reach heights. Companies, therefore, should do everything from their end to better the processes in these departments. Using an ERP solution is one of the wisest and best ways to do this job. Dynamics 365 for finance and operations is one of the best enterprise resource planning solutions that you can find in the market. It is one of the best products that Microsoft has created.  They offer some of the best features which you cannot find any other ERP software that you find in the market. But, if you want to enjoy the benefits that come from using this system, you should first learn how to use this software. Here is one more tip that will help you become efficient.  Many of us use Visual Studio for development whether we are developing it Using physical machines or virtual machines. While making any changes to existing code or to save your changes we must have to run VS with administration permission. So every time you right-click on file shortcut and select Run as administrator. So I came up with an inbuilt option in Microsoft Windows operating system after which you don’t have to repeat the steps which are mentioned above. Steps are as follows:- Right-click on your Visual Studio shortcut and select properties. Select the ” Advanced”  option. Tick on Check-Box for Run as Administrator and click on ok button. Click on the “Apply” button. And Then click on the “Ok” button. Now you are all set, Every time you open Visual Studio it will open with administrator permissions.

Microsoft Dynamics 365 for finance and operations is an ERP solution that Microsoft has created. It is useful for both medium and large enterprises that want to excel and grow. ERP is an acronym for Enterprise Resource Planning. It is true that there are so many ERP solutions in the market. But, Microsoft Dynamics is one of the best ERP solutions that you can find in the market.  The unique features that they offer through this solution or software are numerous. By using this particular software you will make your staff become a lot more effective and efficient. Learning this software is not a difficult task. There are so many resources available online that you can check if you want to excel in it or if you have any doubts.  In this blog, we’ll see how to set up the Hybrid App on Android using Xamarin. Hybrid App is the app that combines the elements of both native and web apps. The native app builds for a specific platform. Web applications are generalized for multiple platforms and not installed locally but made available over the Internet through a browser. Xamarin is a cross-platform implementation of the Common Language Infrastructure (CLI) and Common Language Specifications The element that used to develop an application for android C# language Mono .NET Framework Compiler Following are the steps to follow in order to configure set up the POS Hybrid App Install Xamarin Xamarin provides a common development experience for creating cross-platform mobile applications. Xamarin facilitates the development of Android and iOS applications by providing the Xamarin.iOS and Mono. Android libraries. These libraries are built on top of the Mono .NET framework and bridge the gap between the application and the platform-specific APIs. Open the visual studio installer you will see the below screen. Make sure the below component are selected 2. Xamarin Configuration Xamarin.Android uses the Java Development Kit (JDK) and the Android SDK to build apps. During installation, the Visual Studio installer places these tools in their default locations and configures the development environment with the appropriate path configuration. You can view and change these locations by clicking Tools > Options > Xamarin > Android Settings. 3. Android SDK Manager Visual studio include SDK manager that lets you download android SDK Uncheck everything. Then check only the following: Android SDK Tools Android SDK Platform-tools Android SDK Build-tools (I don’t think this is necessary) 4. Select the Android SDK Manager 5. You can always debug using actual Android device instead of using Emulator for debugging. If you need to turn ON Hyper-V in your machine, you will need to go with Visual Studio Android Emulator. To open/configure Visual Studio Android Emulator, go to Tools>Visual Studio Emulator for Android You will be able to launch or configure the emulator in the new dialog popup. To make Android SDK Emulator run without lagging, we will need to install Intel HAXM. However, Intel HAXM cannot work together with Hyper-V. So, we need to turn OFF Hyper-V in the machine Go to control panel turn windows feature on and off and uncheck hyper v Make sure Virtualization Technology settings are Enable in BIOS settings. Once we install HAXM we can proceed to an android emulator which will open the Android virtual device manager dialog box. The Android Emulator can be run in a variety of configurations to simulate different devices. Each configuration is called a virtual device. When you deploy and test your app on the emulator, you select a pre-configured or custom virtual device that simulates a physical Android device. 6. SDK Configuration Setup In the Retail SDK folder, open SampleExtensions\HybridApp\Android\solution. Build and deploy using the emulator and verify that everything appears as it should. 7. Export the android app Specify the Application Icon Version the Application – An integer value (used internally by Android and the application) that represents the version of the application. Most applications start out with this value set to 1, and then it is incremented with each build. Version Name – A string that is used only for communicating information to the user about the version of the application these values can be set in the Android Manifest section of project Properties, as shown in the following screenshot 8. Shrink the APK Xamarin.Android APKs can be made smaller through a combination of the Xamarin. Android linker, which removes unnecessary managed code, and the ProGuard tool from the Android SDK, which removes unused Java bytecode. 9. Archive for Publishing To begin the publishing process, right-click the project in Solution Explorer and select the Archive. When we select Ad hoc visual studio will open the signing dialog box app required to sign with a signing key or if we have already signed we can use import key option. After clicking on the new sign in create key store dialog box shown we can fill the required information it will create a key store and will be shown undersigning section as we are creating ad hoc publish we click on save it will create achieve file, and it will ask for password if not set earlier. 10. The final step is to distribute the app. There are different way to publish the app google pay, web or independent 11. Sign In with the credential device will get register and we can see the POS Retail UI  

Public Folders in Office 365 are designed for shared access and provide an effective way to collaborate in your Organization. It can be accessed by multiple users depending upon the permission given from the Exchange Admin Center. Public Folder is available on Outlook on the web, Outlook 2007 or later and on Outlook for Mac. Note: Before creating a Public Folder from Exchange, you first need to create a public folder mailbox. Public folder mailboxes contain the hierarchy of information and content for public folders. Create a Public Folder Mailbox: From Exchange Admin Center, go to Public folders > Public folder mailboxes > Click Add (+). Creating a Public Folder mailbox through PowerShell. Connect to Exchange Online through PowerShell. Enter the command “New-Mailbox -PublicFolder -Name <Name>”, provide the name of the public folder mailbox in place of As I had already created Public_Folder as a public folder mailbox, if I try to create a new one from the PowerShell, it will be a secondary hierarchy public folder mailbox. Below I had created a new one with the name of “twitter”. Creating a Public Folder: Creating a Public Folder through EAC. Go to Public folders > Public folders (on the right-hand side) Click Add (+) and give a name to the Public folder. Creating a Public folder through PowerShell. Connect to Exchange Online through PowerShell. Enter command “New-PublicFolder -Name twitter”, these commands create a public folder on the parent path. Mail-Enable Public Folder: Once you have created a public folder, you can mail-enabled it which will allow users to post to the public folder by sending an email message. When the public folder is mail-enabled additional settings to become available. For example – Mail delivery options, mail delegation, etc. Using EAC to the mail-enable public folder. Navigate to Public Folder > Public Folders. Select the Public folder for which you want to mail-enable. In the details pane, Mail settings, click Enable. To check other additional settings, select the public folder and click Edit. Mail-Enable Public Folder through PowerShell. Connect to Exchange Online through PowerShell. Enter command “Enable-MailPublicFolder -Identity \twitter” Public Folder Permissions: You can add or remove users who can access the public folder and you can also edit the permission level. Go to EAC > Public Folders > Public Folders. Select the public folder for which you want to provide access to a user and edit the permission level. In the details pane, go to Folder Permissions > Manage. For editing the permissions level, click on the user added and then click edit.

After creating a Public Folder, the default reply address for that Public Folder will be with the initial domain (onmicrosoft.com). To change you default email address please follow below steps. Go to EAC > Public Folders > Public Folders. Select the Public Folder you created, check whether it is mail-enabled (If it is mail-enable, then only you can see the additional settings and email address is assigned). Click Edit. Address you can see for Public Folder (Twitter) is twitter@cloudcfs1.onmicrosoft.com. However, you can add SMTP over here, but that will not be your default reply address. Connect to Exchange Online through Windows PowerShell. Once you are connected, you will need to disable to Email Address Policy. Enter command “Set-MailPublicFolder -Identity “\<foldername>” -EmailAddressPolicyEnabled $False” (Provide you public folder name in place of <foldername>. After disabling Email address policy, you will see that “Make this the reply address” option will appear and hence you can enter the new SMTP address and make this as default reply address. Allow anonymous users to send email to a mail-enables public folder: Any emails sent from anonymous user to the Public Folder you created, will bounce back if this permission is not given. Connect to Exchange Online using PowerShell. Enter command “Add-PublicFolderClientPermission “\FolderName” -AccessRights CreateItems -User Anonymous” (provide your public folder name in place of \FolderName).

Microsoft Dynamics 365 for Retail Management Solution is an ERP solution that you need to have in your retail stores. Besides being cost-effective, it is quite flexible and seamless. This system is 100% customer-oriented. Now, this is the main reason why it is considered as the best ERP solution. Since it is one of the best and powerful solutions in the world, a lot of retailers love using it. Microsoft Dynamics 365 for Retail is easy to install and is affordable. Investing in this system will help you to better organize your store besides improving the customer experience. Spending some time in learning this system will help you to use this system efficiently. Here is a quick tip of how you can fix the most common problem. We ran into an error on Dynamics 365 retail POS where at some stores the staff was not able to return particular products. It was giving away the following error message whenever they tried to make a return.  I am going to demonstrate why this error occurs and the resolution to this. The resolution to this issue is very simple. However, the error message does not specifically suggest what is causing this issue. Which is why it can get confusing at times to resolve the issues in MS dynamics 365 retail. In order to resolve this error, you need to go to Retail workers and select the worker who is having this issue and then go to POS permissions  In POS permissions you will have a fields such as Maximum total return amount & Maximum line return amount.  If you mention an amount in these fields then you will have limitations when it comes to returning items on POS. For example, if the mentioned Maximum line return amount is 1500. Then the store personnel would not be able to return goods from customer priced beyond 1500 and that will throw off an error.  If you don’t want to set any limitations then you can leave these fields blanks or as 0.00. Then run staff job and you are good to go. I hope this helps!  

Using D365 App For Outlook’s Template feature, you can simply pull a template from Dynamics 365 CE and use it to send emails from Outlook itself. Here’s a typical example in this post below – In case you are also looking to get started with D365 App For Outlook, you can refer the post here – Summarizing D365 App For Outlook Setup in 3 steps with Exchange Online mailbox or Check how you can add your entities to D365 For Outlook here – Enable entities for Dynamics 365 App For Outlook Email Template in D365 Let’s say I’ve this template prepared for myself in D365 which I want to use in order to quickly reply to my queries asked. To keep things simple for example, I’m only using the attribute First Name of the Contact in my sample template. Add a Template in Outlook Now, let’s say I got this email from Priyesh asking for a quick discussion. Now, instead of thinking and replying, let me just use one of my standard templates to respond. Here’s how I do it –   In this case, I’ve opened a new Email to respond (selected Reply/Reply All) and opened D365 App For Outlook besides. Then, select Add Template option Remember, you’ll need to have the record tracked before you could select a Template (In this case, I tracked the record against the Contact record itself) And then try selecting Add Template again. Next, you’ll be asked to select the Template Entity based on the fields in the Email. In this case, it identified that Priyesh Wagh was a Contact from D365 Based on #4 above, it identified that Contact entity is in context and accordingly, it’ll show me Templates for Contact entity. Once I select this, I will be asked for confirmation to insert into Email. And there we go! Email is ready to be sent in the next moment. Note that Priyesh in the Email body got populated from the Template’s First Name attribute.   Hope this helps!!

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 🙂

Microsoft Dynamics Nav Integration is one of the most popular ERP systems that a lot of companies are using. So many of them have benefited by using this particular software. Especially small and medium-sized companies love this software as it helps them to plan the resources carefully. Installing this software is not a difficult task. Retailers can easily integrate it with other solutions that they are using. Microsoft Dynamics Nav Inventory Management will help companies keep track of the materials they have in their warehouse. It helps them to plan their purchase, sales and the discounts that they offer to their customers carefully. Here are quick bits of how you can pick the reports easily even when the system is taking too long to process your request. Introduction: I’ve observed that when NAV is used for a very long time, the report which needs heavy processing takes long enough to cause Session Time-out. So, fetching reports becomes tedious by manually querying the table. Pre-requisites: Microsoft Dynamics NAV, Microsoft Dynamics Business Central Solution: The solution is simple, export the Report as an Excel or PDF depending on the data and send Email to the User as an attachment after the processing is complete. Code: 1. Create the Report in Excel Using Excel Buffer. 2. Export the Excel Buffer contents to an XLSX file. 3. Email the Exported Files to appropriate User. In this case, I have hardcoded the user email to my email. Output: Exporting Progress of Excel Worksheet   Exported Intermediate file to be emailed Email received after the report is completely exported. Conclusion: Thus adding a piece of code to send email to the User, can save a lot of hassle. In Business Central, however, it is not possible to modify an existing report. So, you need to export the existing report and merge it in AL using Text-To-Al.

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 →

This is a pretty simple tweak to either show or hide the Flow button on the entity Forms’ Ribbon. Flow Button Not Visible System Settings Navigate to Settings > Administration. Go to System Settings In System Settings, under Customization tab, look for Enable Microsoft Flow option. You’ll be asked for permission Now, this is turned on Flow Button Visible Now, once you have enabled this setting, you’ll be able to see the Flow button on the View and Form ribbons across Dynamics 365 CE That was quick!!