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!!

Dynamics 365 for Customer Service is the right ERP software to use if you desire to see the customer service improvement in your company. When businesses provide excellent customer support, clients not only have the best experiences, but they also stay loyal to a business. Of course, there are so many ERP solutions out there in the market. Dynamics 365 solutions are, however, the best in the world as many companies tried and tested this product and love the way it helps them to become a lot more organized. Since Microsoft owns this product, they do a lot of research to enhance this particular product. One problem people do not know how to fix is the infinite loop issue. Here are some fantastic tips to help you to surpass the problem. While using fetch xml to retrieve records more than 5000 records and if you have multiple entities involve in it. There are chances that you will get into an infinite loop even if you have less than 5000 records. Description: We have noticed that after 9.0 if you are using the old method to retrieve more that 5000 records using the fetch xml in the script it is possible that you will get the into infilter loop. This happens due to the internal multiplication of table which gives fist and last records id same in fetch XML. You need to make sure that include the header as shown in the below screen Need to make sure that you have below check condition before calling the fetch next record collection if (data[“@Microsoft.Dynamics.CRM.fetchxmlpagingcookie”] != null && data[“@Microsoft.Dynamics.CRM.morerecords”] != null && data[“@Microsoft.Dynamics.CRM.morerecords”]==true) { It has more than 1 record true only than call the next request Conclusion Hope this helps you to solve your infinite loop issue.

There are so many ERP or Enterprise Resourcing Planning Software in the market today. You need to pick the best one out of all the available options if you want your company to be successful in every stream of the operations. Dynamics 365 for Finance and Operations is one of the best ERP software that you can find. Companies do benefit a lot when they deploy Dynamics 365 Operations Environment. When employees put in enough time in learning how to use the software, things can become easy for them. It will help your staff to become a lot efficient in their duties. Their performance is also going to increase drastically over a period. Companies desire to unify both the operations and finance functions in their organization to make better and informed decisions quickly. Of course, there are so many options that are out there in the market. But, Microsoft Dynamics 365 for Finance and Operations is one software that you need to pick if you want to streamline your business. Businesses will get to enjoy so many benefits when they select this particular option over all other options. Many people do not know how to set up this software, nor do they know how to navigate through the application. Don’t worry — that is fine. In this article, we will take look at the post configuration setting for Finance and Operations environment. You can login to your LCS environment and check whether D365 Operations environment deployed or not. 2. Once you click on the deployed environment you’ll see the screen that shows the network configuration, storage details, environment details, service account use to deploy the environment and administrator details. We are not going into all this details, we’ll click on the login to the environment to configure the setting for AX development. 3. Once we click on the Log on to environment we’ll see the following D365 finance and operation environment screen. For now only the Admin who deployed the environment is able to access the environment so we need to add some user to the environment. Click here and scroll down to module section.   4. Once we click on the Users we can see list of the users with role, Click on the import users link, We can then see the list of users in the tenant we have if we are D365 tenant then we’ll have all the user from the organisation. 5. From the list of user we can add the users and assign the role for the user for the D365 development. We can also set the configuration for the different tools that Microsoft offer as a part of the development like Power BI integration. So, in this blog we see how to set up the post configuration setting for the LCS and how to add users to environment for D365 development.