Add Power BI report and Dashboard in D365 Portal Introduction: This blog explains how we can add Power BI report and dashboard in D365 portal. Below are the Steps: Step 1: Set up Power BI from Portal Admin Center 1. Go to the Dynamics 365 Administration Center page and select the Applications tab. 2. Select the name of the portal for which you want enable Power BI visualization, and then select Manage. 3. Click on Set up Power BI integration –> Enable Power BI visualization. 4. Click on Enable button you will get the below message. Step 2: Add Power BI Visualization in D365 Portal – Liquid tag is used to add the Power BI dashboard and reports. Parameters used in Liquid code: 1.) Path: Path of the Power BI report or dashboard. 2.) Authentication type: There are two authentication type Anonymous and AAD. If the Power BI report or dashboard is secure, then we use authentication type as AAD. It ensures that it is shared with Dynamics 365 Portal Azure Active Directory authenticated users. Adding Anonymous Reports: 1.) Click on File 🡪 Publish to web. 2.) Click on Create Embed Code. 3.) Click on Publish. 4.) Copy below Link. Liquid code: {% powerbi authentication_type:”anonymous” path:”URL” %} 5.) Add the liquid code on Web page where you want to display the report. – Click on Edit 🡪 Language Content🡪 Source – Add the Liquid code in Source code. – Click on ok and Save. – Report on Web Page. Adding Secured Dashboard: 1.) Click on Share. 2.) Copy the Dashboard Link. 3.) Displaying Dashboard on Portal. – Add the liquid code on Web page where you want to display the dashboard. Liquid code: {% powerbi authentication_type:”AAD” path:”URL” %} Click on Edit 🡪 Language Content🡪 Source Dashboard in Portal: – It will ask you to sign In to see the secured Power BI Report. – Sign In and Accept the Permissions. – Now you can see the Dashboard in Portal.  

[SOLVED] Change Password is not working on Contacts in UCI. Introduction: To change portal password of a portal contact, we click on the “Change Password” option. When we try to set username and password for Contact “Change Password” button is not working on Unified Interface. Solution: 1.) Go to Settings 🡪 Advance Settings.   2.) Settings 🡪 Processes   3.) Select the “Change Password for Portal Contact” Process and Activate the Process. 4.) Click on Activate.   5.) Go to Contact Record 🡪 Refresh the Page. 6.) Click on “Change Password” button again to set the password.   7.) Enter Password and Click on Next. Hope this Helped!

There might be a case where the vendor sends a single invoice for multiple purchase orders receipts, in this scenario we will see how to post one invoice for multiple purchase receipts of the same vendor. You can use Combine Receipt function to Invoice more than one purchase receipt. In search option, enter Purchase order and then choose related link Click on New button to create Purchase Order. Enter all necessary information on Purchase order which are required and click on Post button. Select receive and choose OK button to post purchase receipt. Repeat steps from 1 to 4 to create multiple Purchase order and post purchase receipt. Now in search option, enter Purchase Invoices and choose related link. Click on New button to create Purchase Invoice. Select Vendor in Vendor Name field. On the LinesFastTab, choose the Get Receipt Lines. Select multiple receipt lines that you want to include in the invoice and choose the OK button. In Line section, You can see the added purchase receipt lines. To post the invoice, choose the Post action.    

Introduction In this blog we will see how to use the Email Engagement functionality from Dynamics 365 Customer Engagement Pre Requisites 1. Dynamics 365 for Sales Implementation Step 1: To enable Email Engagement we can simply, navigate to Settings > AI for Sales > and accept the terms and agreements Once Accepted, we have to grant permissions for Email Engagement Here we must click on Grant Permission and provide consent on behalf of the organization as shown on the screen below Once configured correctly, the below message will be shown Step 2: Now let’s try sending out emails and tracking, when we create on new Email Activity, we get the following details Step 3: Here in this example we will look at how we can track if an email is opened. In “Set a reminder to follow up on this email”, we have set a reminder to remind us at a set time, and we have also added comments as shown below We also have other options in conditions as shown The reminders can also be changed/removed once it has been set Once the record is opened, appropriate cards are shown in the relationship section, as shown below Step 4: Once the reply is tracked in the system, the replies to the emails are also visible in the sent email timeline shown below Step 5: If there are any links, in the Email body, they are tracked, and the Link Clicks are also recorded, as shown Note: The opens and links clicks take some time to reflect in the system. Hope this helped!

Introduction In the previous blog we looked at how we can register Email opens, Link Clicks and View Replies to a mail in D365 Customer Engagement using Email Engagement. In this blog we will see how we can follow emails to use the same feature using Dynamics 365 for Outlook App. Pre-Requisites Dynamics 365 Customer Engagement Dynamics 365 App for Outlook Implementations Step 1: While composing an email in Outlook, before sending the email, we click on the Dynamics 365 App for Outlook sign Step 2: Before following an email, first we must track it. There are two options, we can either Track without setting the Regarding  Or “Set Regarding” on the mail  Step 3: Once tracked, click on the follow option as shown Step 4: In the next tab, click on “Follow this Email” Step 5: After following, a completion message will be shown After this, when the email is sent, the email will be tracked in CRM, along with email engagement details. Hope this helped!

Introduction In this blog we will take a look at how we can follow records automatically in Dynamics 365. As the name suggested when we follow any particular record, we can get details of that record in our activity feed. This can then be displayed on the dashboards in CRM. Following a record can also be done automatically based on come criteria. Implementation Step 1: For this demonstration we will look at a case where I would like to follow a lead only when the Rating of that lead turns to “Hot”. Step 2: First we create a workflow on Lead Entity as shown below Below is the configuration of Create Follow record properties Here on update of the field Rating, we check if the rating is “Hot”,  if true then to follow the record we create a follow record Step 3: Now we change the Rating of the Lead “Darren Parker” from “Warm” to “Hot”. Step 4: If we refresh the page we will see the Unfollow button is present, as the record is already followed. Step 5: In the View > Leads I Follow, we can see the followed Lead Step 6: If someone creates posts on this record, it will be shown on my timeline. Here I have added the Timeline view on the Sales Overview Dashboard and we can see I am able to view the post as this record is followed. In my next blog we will look at how we can create automatic posts to view specific details of the followed records on your dashboard. Hope this helped!

Introduction In this blog we will look at how to create automatic post based on criteria. In my previous blog we saw how we can follow records automatically, based on some conditions. Both these scenarios could be clubbed to use the system more efficiently Implementation Step 1: For this demonstration, we will create a post on a lead, when the Annual Revenue is updated and the value is greater than 5K. For this we have designed a workflow with the following configuration. In the Create Post, the properties are as shown below Step 2: Now when we change the Annual Revenue of a Lead above 5K, a post is created on the record as shown below Step 3: Now, if this lead is already followed and the Timeline view is set on the dashboard, we could also see these posts on the Dashboard as shown below Here in this case we, we have taken a simple example on creating posts, this could be configured as required in the workflow. To find more details follow my blog “Stay updated using the “Follow” Capability in Dynamics 365 Customer Engagement“. Hope this helped!

Introduction While working with dynamics 365 sales we can send email within system using workflow. We can configure the same for other user to send email using Workflow to send mail. Description: But it is possible that other users may start receiving below show error. The above error clearly shows that it is missing “Send as privilege”. This error occurs while sending email from other user email id is other than the user who is sending the email. Here owner of the workflow needs to give access to send the email to other user on his behalf. You can follow the below steps to allow the “send as privilege” You need to set the Workflow Owner user settings via the Workflow Owner User Options; Person Options > Email > Allow other Microsoft Dynamics CRM users to send email on your behalf. You will have to log into workflow owners crm account to set this, and will allow the workflows to send emails Also, the user who is sending the email must have the below security privilege as well. Conclusion: Hope this helps while send email from another users account.

Introduction You must have written script on form using javascript and apply various logic like enable/disable or setting value of another field on change of another field. After introduction of editable grid script which is applied on form is not applicable on editable grid. We can apply same logic, but we need to write on different structure. Description: Yes, we can apply the same logic on the editable grid as applied on the form. As you can see in the below screen shot two fields are locked and cannot be edited on the grid. Also, if you have proper security permission than user can edit the date approved and it will set automatically. You need to write script on the editable grid on the entity and not on the form as you can see in the below: You need to go the entity solution and add the script on change of record as you can see below 2. You need to write this script little different than the existing style 3.  As you can see in the above screen shot attribute is not access using the getAttribute() method but here we get using getByName(). 4. Set value on form script using java script normal style. Conclusion Hope this help you write the script on the grid as well as on the form.

Out-of-the-box, D365 Activity Party List field, say, Appointment’s Required/Optional Attendees fields lets you choose among multiple Activity Party enabled entities when you want to select records. And perhaps you don’t even want users to select what’s not relevant. Let’s look at how we can show only the required entities in the selection list. Before that, if you want to check how you can enable custom entities for the Activity Party, you can refer this post of mine – Enable entity for Party List selection in Appointment Hide entities from the Activity Party List field This can be achieved by writing a simple JS code and calling it onLoad of the Appointment form where the Party List field exists. Let’s say you only want to show the entities Lead and Contact in the Required Attendees Party List field Here’s the JS code that goes on the onLoad function of the Appointment form // JavaScript source code oAppointmentFormCustomization = { filterRequiredAttendees: function () { Xrm.Page.getAttribute(“requiredattendees”).setLookupTypes([“lead”,”contact”]); } };   And call the method filterRequiredAttendees onLoad as below The Appointment’s Required Attendees field will show only the entities you provided in the setLookupTypes([“lead”,”contact”]); Hope this helps!