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Category Archives: Dynamics 365

Comparing Integration Platforms – TIBCO Cloud Integration and Microsoft Flow

Posted On December 28, 2016 by Admin Posted in

In this article, we are going to compare features of TIBCO Cloud Integration and Microsoft Flow. This will help partners and customers, select the right platform based on their integration needs. Comparing TIBCO Cloud Integration and Microsoft Flow: 1. Real- Time Process: TIBCO Cloud Integration: For real-time integration, a Request/Reply Map needs to be created. This map produces a URL which can be called from any system. For example: To trigger any request-reply map on creation of an Account in Microsoft Dynamics 365, you need to write a plugin which will call the Map Endpoint URL. Image 1: Endpoint URL of Request/Reply Map Microsoft Flow: Flow gets automatically triggered based on create/update/delete record defined in the workflow. For example: Flow for Create Account in Microsoft Dynamics 365 is triggered as soon as the Account is saved.  No plugin is required. Image 2: Auto trigger based on record create, delete or update 2. Scheduled Process: TIBCO Cloud Integration: Maps can be scheduled by month, week, day, hour, minute, seconds based on Recent processed date time. We can even run a Solution On Demand. Image 3: On Demand or Scheduled Process Image 4: Scheduling Details Microsoft Flow: Flow can be scheduled by day, hour, minute, seconds. Recurrence action is used for the same. Image 5:Scheduling Details 3. Lookup Records: TIBCO Cloud Integration: Records can be looked up using any condition. If the condition is not satisfied, number of records retrieved will be NULL. Image 6:Lookup criteria based on name of Unit Group Microsoft Flow: Records can be looked up using GUID / Unique Identifier of the record. If Flow couldn’t find the record, then it will throw an error and the proceeding steps will be skipped. Image 7:Lookup criteria based on GUID of required Unit Group 4. Handling mandatory auto-initialized fields: TIBCO Cloud Integration: If mandatory fields are not filled, then TIBCO Cloud Integration shows a warning but lets you save and execute the Map. For example: We are integrating Customers(Accounts) from Microsoft Dynamics 365 to Dynamics 365 Operations. In Operations, CustomerAccount is auto-initialized on create (Number sequence is setup) and it is a mandatory field. When we integrate customers through Scribe, CustomerAccount is not mapped and this field gets initialised. We bring back this CustomerAccount to Microsoft Dynamics 365. Image 8:Mandatory field ‘CustomerAccount’ warning Microsoft Flow: If mandatory fields are not filled, Flow doesn’t allow you to save the workflow. This is a limitation as it ignores the significance of auto-initialisation. For example: We are integrating Customers(Accounts) from Microsoft Dynamics 365 to Dynamics 365 Operations. Since it is mandatory field, we must pass this number from Microsoft Dynamics 365. Image 9: Mandatory field ‘CustomerAccount’ Error 5. Data Formatting/Calculating Functions: TIBCO Cloud Integration: Often, we need to format source data before sending it to target data or do some calculations. TIBCO Cloud Integration provides a Formula Editor for this purpose. There many functions defined in the Formula Editor like DateTime Functions, Logical Functions, Math Functions, Text Functions etc. Image 10: Formula Editor Microsoft Flow: There is no provision for editing the source data yet. It is simply one to one mapping. 6. Error Handling: TIBCO Cloud Integration: Errors can be captured in Scribe and sent across to source system; so, we don’t need to login into Scribe to monitor the errors. Errors can be captured /monitored using Results fields. Image 11: Result fields Microsoft Flow: Errors cannot be captured in Flow. All the steps proceeding the failed step is skipped. Errors can be monitored in Activity section in Flow. Image 12: Activity log on Failure 7. Debugging feature: TIBCO Cloud Integration: We can debug a Map and do a step-by-step analysis/execution. Debugging is very useful from a developer’s perspective. You can analyse Inputs, Results, Errors and even add Breakpoints. Image 13: Debug Mode Microsoft Flow: No Debug Feature is available yet. Though, after execution you can get output of each step. Image 14: Output Conclusion: Using TIBCO Cloud Integration: Scribe is suitable for any kind of integration ranging from simple to very complex Integrations involving direct mapping as well as formatting/editing/calculating source data and sending it across the target. For example: Bi-directional Integration of Customers, Shipping Addresses, Products, Sales Order from Dynamics 365 CRM to Dynamics 365 Operations. Using Microsoft Flow: Microsoft Flow is currently suitable for simple integrations where one to one mapping / direct mappings are the only thing required. For example: Integrating Accounts from Dynamics 365 Financials to Microsoft Dynamics 365.

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Modular Business apps, App Designer and Sitemap Designer

Before the introduction of Business Apps, Designer and Sitemap designer, we have to take care of following things: We have to manage the security role of users otherwise they will be able to access all the records. If a user wants to design the site map, then user needs to either edit the site map XML or use the third party application to edit it. Introduction: After reading this blog user will able to design their own app with the required component. Description: A new app designer that lets you quickly create simple (single entity) or complex (multi-entity) modular apps. The app designer, which is a tile-based information structure, makes the process of designing apps much simpler because of its intuitive interface. You can simply pick the required set of components such as form, views, dashboard, charts and process flows. Privileges Make sure that you have the System Administrator or System Customizer security role or equivalent permissions Any user with the following privileges can also access the apps: Create, Read, and Write privileges on the App entity Read and Write privileges on the Customizations entity Read privileges on the Solution entity Create an App If you want to create a new app you need to navigate to the below path Go to Settings> My Apps, and then click Create New App. Under My Apps you will able to see all the apps you have. Click on Create App Provide the app details as show below and save the app. Name Unique Name Description Icon App URL And more fields Define Site Map As soon as you will create an app, you’ll need to first define the site map. You can add the below components in the site map Area Group Sub Area You can either add the below components directly by clicking on the + sign or simply by dragging and dropping. You can also put the components by dragging and dropping Below are the components that can be added to the Sub Area Dashboard Entity Web Resource URL Here, I have added the Contact entity and a Dashboard Once you have added all the components, you need save the site map and close it. You can also see the status of your app as to whether it available to other user or not.  If the status of an app is Published, then user with the proper role can see but if it is in Draft then only it is available in Edit area. App being edited App designer: You need to specify the components that user must be able to see under the site map. You can add the below components in app designer Dashboard Entity Entity form Entity views Business process flows If you would not specify the above components, then it will add all the above components by default. You can see the below app designer after adding your form, views Validate You need to validate if we need to add any component(s) that are missing. You need to click on the Validate. If there is any issue you will be able to see the as a notification. Publish Once your issue is resolve you can publish your app Once it is published the status of your change to published. App permission: App runs on the base of security role if the current logged in user does not have same role as that of app that then he will not be able to access the app. As in CRM Once it has been published, you will see your app in the Dynamics 365 You can see this app in the CRM as show It shows only the component(s) that we have added during the app design. Now you know about Modular business apps, the App Designer and the Sitemap Designer. You can start using this functionality!      

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Access Dynamics 365 without consuming user License

Posted On December 27, 2016 by Admin Posted in

Scenario: We have a requirement to access Dynamics 365 environment from a custom application hosted outside D365 environment but we do not want to consume the D365 license.  We want the user to have all privilege required to perform all task which administrator can do. Solution: Please follow below steps to create user Login to Dynamics 365 portal (Global administrator User) Login to Dynamics 365 portal (https://portal.office.com/adminportal/home) and create new user with minimum user level access. Assign Dynamics 365 license to the user Assign security role to the user Assign System Administrator role to the user. Change Access Mode to Non-Interactive Remove Dynamics 365 user license Now remove D365 license assigned to integration user If you observed, you can see integration user as “Enabled User” in the Dynamics 365 Environment after removing D365 license.  

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Dynamics 365 Financials connector for Power BI embedded

In this blog article, we will explain you on how to connect dynamics 365 financials service connector inside of Power BI. Below are the steps to connect over Financial OData: Open the Power BI.com online account Select Get Data option from the bottom menu Click on the Get service option Select dynamics 365 financial from the list and click on “Get it Now” New Connection window appears which asking for OData URL to connect financial account. So for getting OData url we need to connect our D365 financial account in browser window and then search for web service. Select Power BI report selection Url from list of objects. Copy this url up to “Cronus” company name into powerbi connection window. Your password is the web service access key of the Admin user and you can get it from users tab. So, after connecting to the financial ODATA services we will get readymade dashboard created for financials. And now we can embedded this dashboard inside of Dynamics financial account. So list of reports appear and we can select required one from that. Note: As of now, Microsoft allow us to show only one graph/tiles inside of Financial embedded page, we hope more updates on this features.

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Setting up Company using Assisted Setup

Dynamics 365 for Financials supports Multiple Legal Entities. Assisted Setup helps in setting up the new company in few hours and get it ready for use. Please find below the steps on how to create a company and set it up : To Create a new Legal Entity In the top right corner, choose theSearch for Page or Report icon, enter Companies, and then choose the related link. Click on New to create a new company. Provide the Name of the Company and tick on Enable Assisted Company Setup To Open New Company To change the legal entity the user need to go into My setting (Top right corner of the Homepage) Change the company to the newly created company. The user needs to sign out from Financials and log in again to Open a New company. Using Assisted Setup & tasks Once the new company is opened on the home page in the Action bar there is a button of Assisted Setup & tasks. On opening the assisted setup, it will show the following options: Migrate Business Data – Lets you import your existing company data such as vendors, customers, and items from Excel or QuickBooks. Set up My Company – It will show as completed as we have already created a Company. Set Up Cash Flow Forecast- Sets up the Cash Flow Forecast chart, so you can view the predicted movement of cash in and out of your business. The chart is available on the Accountant Role Centre. Set Up Approval Workflows-Sets up the ability to automatically notify an approver when a user tries to create or change certain values on documents, journal lines, or cards, such as an amount above a specified limit. Set Up a Customer Approval Workflow-Sets up the ability to automatically notify an approver when a user tries to create or change a customer card. Set Up Email-Gets you ready for sending email messages directly from, for example, sales orders or contacts in Financials. Set Up Email Logging-Sets up the capability to log email correspondence in Financials to follow up on interactions. Set Up Outlook for Financials-Sets up the ability to use and launch Financials from Outlook. Set Up Reporting-Sets up data sets that you can use to build powerful reports using Excel or Power BI, for example. Set Up and Item Approval Workflow-Sets up the ability to send a notification to an approver when a user changes or creates an item. Set Up a Payment Approval Workflow-Sets up the ability to send a notification to an approver when a user sends payment journal lines for approval. Set Up Dynamics CRM Connection-Sets up a connection to Dynamics CRM, which allows you to synchronize data such as contacts and sales order information. Set Up Sales Tax-Gets you started with default Tax groups and assigning Tax area codes that you can assign to customers and vendors to automatically calculate sales tax in sales or purchase documents. Some of the above tasks can be skipped based on the requirement. The status is set to completed when the setup of each task is done ensuring that the company is ready for use. Conclusion D365 for financials is a very good product for Small and medium size enterprises. The assisted company setup feature is just a checklist to ensures that all the required setups are completed and the users can start using the system.

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Dynamics 365 – Relationship Assistant

We all need to remind ourselves of what to do when we navigate around in our Dynamics 365. What if someone reminds you to do the same? Hence, Relationship Assistant. Relationship Insights are a new set of features introduced as preview in the Dynamics 365 December 2016 release. It is only available in the US market i.e. .crm.dynamics.com. Setting up Since Relationship Assistant is a part of Relationship Insights, Relationship Insights is available in this version for preview only. To enable this for the organization, navigate to Settings > Administration > System Settings (picture 1) and on the last Previews (picture 2) tab, scroll to the very bottom. As shown in the picture 2 above, shift the radio selection to Yes on the Enable Relationship Assistant. You’ll have Relationship Assistant now enabled for your organization. Next, to see if Relationship Assistant is setup and tweak the settings of the same, you’ll need to go to the Relationship Insights option under Settings as shown below: On the same, you’ll be asked to agree to the terms and move ahead. (which I already did while writing this blog) Once in Relationship Insights, you’ll see 3 tabs to show 3 sub-features of Relationship Insights. Under Relationship Assistant tab, make sure the option Turn on the Relationship Assistant for your organization is tick marked as shown below: A typical card   Here’s how a typical card in Relationship Assistant looks like. (1) is the entire card. It shows you information subjective to the card. It will tell you what type of card it is. The icon on the card quickly tells us what type of card it is with the heading. (2) – These are the actionable buttons for the card. Like in the example above, the card is showing that there was no action in recent past. So, you can either chose to open the opportunity or send an email to the Regarding of the Opportunity contact with the mentioned actionable buttons. (3) – This button snoozes the card for a while and removes it temporarily. (4) – Close the card from here. Using Relationship Assistant Here’s how you can use the new Relationship Assistant. Navigate to a Contact record, you’ll see Assistant as the new section in your Activity feeds area. Once you click on Let’s Go, you’re all set to use the new assistant. It’ll take a while to load everything for you. Now, I have an example where there is a Contact called Priyesh Wagh and I also an Opportunity regarding the same Contact that is due the next day. So when I open the Opportunity, the Assistant prompts me that the Opportunity is closing soon. Since these cards are actionable, you chose what to do with it. You can snooze it, close it out or Open the record from the button provided there. This helps you to take measures in the right directions easily with the help of Relationship Insights. There are several cards that are context based and appear in various areas throughout Dynamics 365. Check Relationship Assistant Preferences area below.   Relationship Assistant Preferences Under the Relationship Assistant area, you can see there are several types of Cards which you can enable/disable or set different preferences for. Highlights of the same are as below: Base Cards These cards are based on the activities or actionable items that are due the same day. Here is what they all are. Email Cards from Exchange These cards are fetched based on Emails and Appointments available in Exchange. Dynamics 365 polls for your Exchange Account and fetched information which is relevant to D365 records and show appropriate cards where needed. These are the cards which can be enabled. Relationship Analytics Cards These cards are based on your actions taken in Dynamics 365 in the past. Cards based on the same can be set preferences for here. Email Engagement Cards Email Engagement is a separate suite feature of Relationship Assistant. It is based on whether you want to track the email sent from Dynamics 365 or not. If yes, assistant shows you the following cards based on the below preferences: Productivity Cards These cards are productivity based and shows you information based on what is important soon or nearby. ‘Today’ cards Self-explanatorily, these cards show what is upcoming for the same day. You’ll need to save your changes to reflect them throughout Dynamics 365.

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D365 Learn Developer experience updates

Microsoft made some Developer Experience Updates in different tools and Web API in order to enhance the CRM functionality and also fixed the bugs addressed to Microsoft in previous release. 1. Authentication Existing authentication flows require username + password –> Requires password maintenance –> Requires user license Server to Server Authentication –>Available in Fall 2016 release –> “Client Credentials” flow –> Authenticate with AAD using a secret or certificate –> Support for 3rd party solutions –> Does not require a user license. 2. Introducing client APIs for creating and managing records in Dynamics 365 mobile clients while working offline Use new client APIs for Dynamics 365 for phones and Dynamics 365 for tablets Utility.getCurrentPosition: Returns the current location using the device geolocation capability. Utility.getBarcodeValue: Returns the barcode information, such as a product number, scanned using the device camera. Get Barcode value Xrm.Utility.getBarcodeValue().then( function (result) { Xrm.Utility.alertDialog(“Barcode value: ” + result); }, function (error) { Xrm.Utility.alertDialog(error.message); }) Get GeoLocation Xrm.Utility.getCurrentPosition().then (function (location) { Xrm.Utility.alertDialog(“Latitude: ” + location.coords.latitude + “, Longitude: ” + location.coords.longitude); }, function (error) { Xrm.Utility.alertDialog(error.message); }) 3. Dynamics 365 Web API enhancements Access to local data while Dynamics 365 for Outlook is offline Instead of using getServerUrl() make use of getClientUrl(). getServerUrl() method is deprecated context.getClientUrl()- Return Type(string) Return entity data on create or update Create with Record URL The create request previously provided the response as shown below. Only the record Id is obtained in the response header. Create with data returned The create request after D365 update provides us with all the data of the created record. The below screenshot shows the data of the entity created as no query is specified in the URL. Now if the developer need any field data that got created such as created on, modified on fields data can be retrieved in the same create request. No need of another retrieve request. Note: This capability is applicable only for dynamics 365 (online and on-premises) You can compose your POST request so that data from the created record will be returned with a status of 201 (Created). To get his result, you must use the return=representation preference in the request headers. To control which properties are returned, append the $select query option to the URL to the entity set. The $expand query option will be ignored if used. When an entity is created in this way the OData-EntityId header containing the URI to the created record is not returned. This example creates a new account entity and returns the requested data in the response. Request POST [Organization URI]/api/data/v8.2/accounts?$select=name,creditonhold,address1_latitude,description,revenue,accountcategorycode,createdon HTTP/1.1 OData-MaxVersion: 4.0 OData-Version: 4.0 Accept: application/json Content-Type: application/json; charset=utf-8 Prefer: return=representation { “name”: “Sample Account”, “creditonhold”: false, “address1_latitude”: 47.639583, “description”: “This is the description of the sample account”, “revenue”: 5000000, “accountcategorycode”: 1 } Response HTTP/1.1 201 Created Content-Type: application/json; odata.metadata=minimal Preference-Applied: return=representation OData-Version: 4.0 { “@odata.context”: “[Organization URI]/api/data/v8.2/$metadata#accounts/$entity”, “@odata.etag”: “W/\”536530\””, “accountid”: “d6f193fc-ce85-e611-80d8-00155d2a68de”, “accountcategorycode”: 1, “description”: “This is the description of the sample account”, “address1_latitude”: 47.63958, “creditonhold”: false, “name”: “Sample Account”, “createdon”: “2016-09-28T22:57:53Z”, “revenue”: 5000000.0000, “_transactioncurrencyid_value”: “048dddaa-6f7f-e611-80d3-00155db5e0b6” } Update with data returned Request PATCH [Organization URI]/api/data/v8.2/accounts(00000000-0000-0000-0000-000000000001)?$select=name,creditonhold,address1_latitude,description,revenue,accountcategorycode,createdon HTTP/1.1 OData-MaxVersion: 4.0 OData-Version: 4.0 Accept: application/json Content-Type: application/json; charset=utf-8 Prefer: return=representation {“name”:”Updated Sample Account”} Response HTTP/1.1 200 OK Content-Type: application/json; odata.metadata=minimal Preference-Applied: return=representation OData-Version: 4.0 { “@odata.context”: “[Organization URI]/api/data/v8.2/$metadata#accounts/$entity”, “@odata.etag”: “W/\”536537\””, “accountid”: “00000000-0000-0000-0000-000000000001”, “accountcategorycode”: 1, “description”: “This is the description of the sample account”, “address1_latitude”: 47.63958, “creditonhold”: false, “name”: “Updated Sample Account”, “createdon”: “2016-09-28T23:14:00Z”, “revenue”: 5000000.0000, “_transactioncurrencyid_value”: “048dddaa-6f7f-e611-80d3-00155db5e0b6″ } HTTP headers Every request should include the Accept header value of application/json, even when no response body is expected. Any error returned in the response will be returned as JSON. While your code should work even if this header isn’t included, we recommend including it as a best practice. The current OData version is 4.0, but future versions may allow for new capabilities. To ensure that there is no ambiguity about the OData version that will be applied to your code at that point in the future, you should always include an explicit statement of the current OData version and the Maximum version to apply in your code. Use both OData-Version and OData-MaxVersion headers set to a value of 4.0. 4. Reference metadata by name Get the metadata information by the URLs specified below. 5. Discovery Service Enhancements Existing Region based discovery service Global Discovery Service With new discovery service you are able to hit a single end point which will return all the organization for a user. Available only for commercial hosted instances. Will return all the CRM versions (8.0,8.1). No need to worry about the versions used by the client. You can use the single end point to discover all the instances by using v1.0 6. Tooling Updates Tools that have been updated. Solution Packager –> Updated support for localization of Sitemap, Solution info, and BPF/Process objects –> Added support for new solution component types added for fall. Plugin Registration Tool –> Updated to support Service Bus connect string based connections only. I don’t have a connection string will be removed soon. –> Added Event Hubs support Configuration Migration tool –> The things that are common between Field Service and Project Service are added to core engine of CRM itself. –> Added support for new “specialized” types in Resource management entities in CRM CrmSvcUtil –> Updated to support connection string and better handling of option set data. Tooling.Connector (Performance is improved as it uses the string that is present in the cache, if call is made to same connection for 2nd time using the constructor) –> Added new connection string options to support creating new connections or reusing existing connections –> Updated connection fault recovery logic to better handle unexpected faults and cleanly recover connections. Tooling.CrmConnectControl –> Updated with Accessibility Support –> Added new feature to configure display language at runtime. Powershell –> Microsoft.Xrm.Tooling.Connector and Microsoft.Xrm.Tooling.PackageDeployment updated to support new logging feature to allow for better control over log files and capture of content.  

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Connecting to Dynamics 365 Financials through Scribe

TIBCO Cloud Integration NAV Connector is compatible with Dynamics 365 Financials. Prerequisite: Dynamics 365 Financials. TIBCO Cloud Integration Subscription. Steps: Login to TIBCO Cloud Integration URL: https://app.scribesoft.com/ Create a new connection by selecting the connector type as Microsoft Dynamics NAV. Fill in the required details. OData Service URL: For the OData URL, login to Financials and search for ‘Web Services’. Search button is on the top right side of the home page. You will find OData V4 URL of individual Web Services. Copy the URL till OData. Username and Password: Search ‘Users’ in Financials. Select the logged in User. Username is the required User Name in Connector and Web Service Access Key is the password. Company Name: It is displayed on the Home Page. For entities or pages to be visible in Scribe, you need to create Web Service for each required page. Search for ‘Web Service’ Click on the Action Tab and then Click on Create Data Set. Setup Page Will Pop-Up; Click ‘Next’ Select ‘Create a new data set’ and then ‘Next’ Give a name and select Data Source Type as ‘Page’, Data Source Id as the required Id of page. Example: Currencies = 5 Select the fields that you need and then click ‘Publish’. Final Step, reset the metadata in TIBCO Cloud Integration and you are set for building Integrations!  

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Mobile Client Applications in Dynamics 365

Posted On December 20, 2016 by Admin Posted in

Microsoft made new enhancements in Dynamics 365 Mobile App. The App incorporates the new UI and additional features to help users seamlessly interact with their CRM Data. In this blog, let’s have a look at the changes done in Dynamics 365 Release. Enhancements in Mobile App Logo Changes Microsoft Released all new logo for Dynamics 365. Below image shows the new look for D365 App in Mobile and Tablet.   UI Changes Dynamics 365 released with new bright colours and fresh feel for new Mobile App. Layouts are more compact and optimized to provide essential information at one single glance i.e. to have the “Bird Eye View”. Dashboards are now displayed in Stack Components format to expose more information in visual format in single view. Both Forms and Dashboards are now visible with minimum amount of Panorama Scrolling thus making the navigation more user friendly. The below image shows the stacked view of Dashboards. Device Integration Mobile /Tablet Device can now be integrated with Camera and Voice Recorder to add Photos, Videos and Audio in Notes. Users can also use Geo location support. Utility.getCurrentPosition() will give the Longitudes and Latitudes co-ordinates for the User. There is additional setting that needs to be enabled to allow the access from the Home Screen. As shown in the image below, user can select the setting of what resolution pictures he/she wants and whether they want to store the pictures in the Photo Gallery. And also whether user wants to give device access to share their location by enabling second option of “User Content and Location”. Enhanced Notes Notes can now be added with inline view format i.e. with relevant information on form we can continue to add notes without navigating to additional page. Attached Images can be previewed within the page, without having to open them individually. Image (a) shows the Inline Notes with Image Preview whereas Image (b) shows Note as separate page. In notes users can now add photos, voice recording and video recording from their Mobile/Tablets. Sensor Integration As seen in Device Integration Mobile App can now use Camera and Microphone to add data through Mobile App. A new Barcode Control is added on Single line of Text field with Text Format. This Control scans the barcode with the help of camera incorporated in the device and automatically populates the code in the field. Note: This field only works with Barcode and not for QR code. Workspace Workspace is all new personalized action hub in mobile app to help users do common tasks seamlessly. Workspace includes the list of suggested priorities known as “Action Cards” in the left hand side of the window. These Action Cards may include the upcoming meetings and information relevant to that day’s activities and the things that need attention. Functionality to Dismiss and Snooze Action Cards is also available on Mobile Client. Workspace also includes list of favourites and most recently used items. Items can be added to Favourites by clicking on “Star” Button present in Recent Feeds. New Activity and Records can be created immediately from the Workspace Workplace settings can also be changed to display respective “Task Flows”. These settings can be changed from Home Screen -> Settings as shown in Image below. Editable Grids on Mobile Editable grids provide the rich inline editing in main and sub-grids so that users can update the information with fewer clicks. Editable grids are added as the control in Dynamics 365 which can be enabled for Mobile and Tablets apart from Web Client. Task Flows in Mobile Task Flows in Mobile were earlier the preview feature but now are available completely on Mobile. Task Flows are just another types of Business Process Flow for Mobile that enable users to seamlessly do the tasks without navigating through series of records. These can be accessed from the Home Screen on the below left hand side corner Icon. Below are some screenshots that will guide us that how task flows work in Mobile. The Scenario is that the Manager needs to approve the Credit Limit with Task Flows. So Manager will open the Opportunity Record for which he/she needs to approve, so with simple steps the Manager can approve the Credit Limits without opening the actual records. Task Flows can now also be imported and exported in the Solutions. Offline Enhancements Mobile Offline was introduced in the last release but now in Dynamics 365 new enhancements are incorporated, below are some key points that are added: JavaScript Client API supports CRUD operations when Client is in Offline Mode. Enhanced Sync Status Earlier when Admin used to configure Mobile Offline there was no status that on what state the process is running, Is the Process Running or not. So now the Enhancement is that the Admin can now see how many steps are performed while configuring Mobile Offline. New OS Support Mobile App is now supported on following OS: 1. iOS 10 2. Android N 3. Windows 10 Redstone 1 Thus, these were some enhancements that are added in Dynamics 365 Mobile Cleint.  

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Model Import/Export in Dynamics 365 Operations

In this blog article, we will see how we can export model in a model file, then import model file in development environment and delete existing model in development environment. Prerequisites: D3fO Environments. Steps: Export Model in a Model File. Import Model File. Resolve Conflicts. Build and Synchronize Model. Export Model To export a model in a model file, use the ModelUtil.exe tool which is located in j:\AOSService\PackagesLocalDirectory\Bin and the -export directive. ModelUtil.exe -export -metadatastorepath= [path of the metadata store] -modelname=[name of the model to export] -outputpath=[path of folder where model file should be saved] Example: Import Model To install a model file in development Environment, use the ModelUtil.exe tool and the -import directive. ModelUtil.exe -import -metadatastorepath=[path of the metadata store where model should be imported] -file=[full path of the file to import] Example: If the model already exists in Development Environment, then first delete the model using ModelUtil.exe tool and -delete directive. ModelUtil.exe -delete -metadatastorepath=[path of the metadata store] -modelname=[name of the model to delete] Example: Resolve Conflicts If the model you installed has customizations in higher layer, you need to resolve code or metadata conflicts. Under Dynamics 365 -> Addins -> select Create Project from Conflicts. In dialog box, select the model you installed, to check for conflicts. Click Create Project. New Project is created with elements having conflicts. Resolve the conflicts. Build and Synchronize Build the Model and Synchronize the Database.

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