Dynamics 365 for customer service assists businesses to provide efficient and excellent customer service to improve customer service in a team. When it comes to business, every interaction that you get from your customer does matter a lot. Maximizing brand loyalty is only possible when customers get their problems or issues resolved quickly. Companies need to invest in Dynamics 365 solutions if they desire to provide the best customer service to their existing and prospective customers. It has some of the best features that can enhance your business operations. And the best part, it is quite economical than all other solutions that you now find in the market. There are so many resources that are available to make things easy for those who install and use it. We had a requirement where need to open the newly created record. Here we were using an action to create the record. Description: We had a requirement on button click contact will be created and once the record is created we need to open that record as well. Opening of the record is dependent on the user if he wants open or not. we have created a custom button and call the action which perform the operation of creation of the record. this record was created inside the action Below action was created and called on the button. 2. Output parameter was defined for the contact record that has been created inside the action 3. Once the contact record is created we set newly created contact guide as an output parameter. 4. Once that is done we got the contact id as a parameter and open it using the open form request in CRM Conclusion Hope this helps while setting output parameter value using the action.

If you want to set the alternate key to detecting duplicate record based on lookup it was not earlier. If you want to have duplicated detection based on you would not be able to that you have to write a plugin to get that result. Description: You can now achieve a duplicate detection rule by defining the lookup as an alternate key. You can create an alternate key by following the below steps To define the alternate keys, go to Go to Settings> Customizations Choose Customize the System–>Components ->Entities –> Entity–>Keys. Choose New. 3. On the form, fill in the required fields (Display Name and Name) and then choose and add the fields to the key. Save the key. In the example shown here, we used the ParentId field in the alternate key definition. Conclusion Hope this helps while defining the alternate key with lookup/entity reference

Introduction Sometime there is requirement where we need to set a null value based on certain condition. We usually use script to set the null value this can be achieved using the workflow. Description: To set the null value of you need to create a new workflow. Follow the below steps. Go to setting —> Process 2. Create new work flow 3. Set clear value for field which is you want to set the null value as shown as below. 4. Set the value and save the work flow. Conclusion Hope this helps while setting null value using the flow.

Project management teams use an array of products to manage different projects that they manage. They also use various tools or software to take care of tasks such as time tracking, raising invoices, etc. It is wise to use a PSA or Professional Service Automation software instead to do all the activities mentioned above with ease. There is so much action in a CPA or Certified Public Accountant Firms than in any other firm. Many companies have developed PSAs or Professional Services Automation Software for CPA Firms these days. Selecting the best product will help you to manage the tasks better. With the evolution of Technology, every industry is getting process oriented and so are CPA firms getting more organized and professional in their way of working. The software provides the immense capability for CPA’s to look into there Books of Accounts, manage their allocation for clients, Create Project Plan, Perform accurate Invoicing and what not. Impact on CPA firms with PSA As CPA firms complain about process orientation and adoption of software tools, as per our existing New York-based CPA firms, Project Service Automation (PSA) has helped them streamline the process and the inter-communication between the departments have becomes seamless and more optimal. Organized Central Repository of Data PSA being the data source and a single point where the data is stored makes it more powerful. System Administrators have a full view of the data and can provide access restrictions to who should have access to the data, what is visible and what can be modified. This is impossible without the central repository of data. The power unleashes itself, with solid reporting and dashboard, that allows you to take a dive in how and what’s of the business. Seamless Mobile Experience With the era of Smart Phones, applications are becoming smart enough to be accessed from mobile phones. PSA has a seamless mobile experience and when clubbed with Power BI reporting makes it one of its kind. A lot of strategic decisions can be made based on these Power BI reports. People while driving back home on the signal can do their time entries, raise expenses, access their opportunities, type in notes and what not via Mobile phones. Allocations Vs Time Entry & Expense Entry needs Technology keeps a business structured and so is Resource Allocation a good example of what PSA offers in its bucket. While the management can take a decision as to which employee is more billable and who is busy working on a client project, who is billable can all be taken out if the CPA’s are well allocated. While CPA’s do not believe in allocation, but this is the only way to run a result and data-driven the organisation. This is a proven fact with one of our CPA based firms. Along with Allocations by default comes the Time Entries. CPA’s if they do their Time Entries regularly are more likely to save 10% – 15% of revenue loss per annum. Also, what I heard from a CPA firm was even shocking “We do expense approvals based on trust”. PSA allows you to remove that factor as already mentioned, doing time and expense entries is a matter or seconds and can be easily done via mobile phone even when you are waiting at a signal. The receipts of the expenses also can be uploaded right at that time via your camera phone to make it more user-friendly.   Project Management and Accounting makes PSA a choice of CPA firms Right from the sales cycle i.e. OpportunityàQuoteàContract and then from there to Project in PSA, CPA firms get benefitted since PSA guides them the processes at various levels as to keep the business organized. Like for e.g. our existing clients, a CPA firm, used to initiate the work even without the contract getting signed by the customer. Wherein PSA asks you to confirm the contract, post the same is signed by the customer. With the integration of SharePoint Online, CPA’s can access the signed contract directly from the Opportunity. All of the above drills down to how effectively CPA’s can Invoice it to the customer and this can be done with the practise of Time Entries and Expense Entries in the system religiously. PSA caters to all Fixed Bid and Time and Material projects which CPA firms make a choice between. Improvised Skill Selection and Schedule view Every allocation, before getting done asks for a variety of questions like, where can the Resource Manager see the schedule of all the Team. Which Resource bears what Skills. All such typical allocation questions are well addressed via PSA. Every Hour counts Yes, it true a thing as to every hour, in fact even a minute spent of CPA advisors are precious. It is Technology that can only help them get it converted into effective revenue. With PSA the effective way of working and dedicating time to a client gets better with time. A Happy CPA firm will only be when they will be able to offer enhanced services to the clients, offer stability and reduce errors. It is tough for a CPA firm to walk aligned with software as getting the right value from the same needs complete streamlining of processes. The opportunity is abundant if utilized well. CPA’s being not technically sound can rely on what is dictated by PSA to get a better outcome and indirectly improvise billing. This also helps the clients as the service offerings improve and hence the billing so too.  

Problem Definition: I have observed a fact in PSA that when the task in PSA Schedule (WBS) is deleted, the corresponding Resource Requirement doesn’t get deleted. Hence, it keeps on appearing in the Schedule Board to allocate. Resource Managers face difficulties in order to understand whether to allocate them or not. Hence, it is a job of Project Manager to ensure they are not appearing on the Schedule Board to allocate. Solution: Following are the steps with which the Resource Managers can ensure they do their job end-to-end post the task is deleted from the Schedule (WBS). Step 1: Check in the Schedule Board in the Project Tab whether the task appears to schedule. If not, then the job is done. Else, do an advanced find on the Resource Requirement with the below-mentioned criteria shown in the screen shot. See the results of the Advanced Find shown below. Open the task from Advanced Find by Double Clicking on it and check the status of the task. Change the Status of the Task to Canceled and Save the form. The task will now not appear in the Resource Requirement. You are done with the solution. This blog reflects my personal findings and based solely on my experience of using PSA for last 3+ years. For those who are looking for a platform that can track and manage the entire procedures of sales and project managements, I would highly recommend them to try Microsoft dynamics 365 for project service automation.

Introduction 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.

Introduction While fetching images using fetch XML there is a possibility that you will not able to get the complete image. You will also notice that these issues generally happens when you are using multiple internal entities. Description: We were working on a project where we displaying the records notes using the multiple entities, we noticed that it is not showing the complete images, but it is truncated or incomplete. Let’s see the actual query and the output Scenario 1: In the below query we are getting the incomplete images as a base 64 string. Result Scenario 2 In the below fetch xml we are getting complete image If you will closely look into the query distinct parameter for the first was true whereas in the second case it was false. Conclusion Hope this helps you to retrieve the complete image and not the truncated one

Introduction While working with workflow, we can map the same data type field while creating or updating a record. But there was an issue with optionset mapping. Description: I have used workflow quite a lot time but recently I was mapping an option set with another option set which has the same value, but it was not showing the value. I found that due to local option set not allowed to map. As you can see in the below screen it is not showing the field to map. To overcome with this, we need to perform the below three steps 1.) Create a global option set 2.) Create local option set using the global option set on source record 3.) Create local option set using the global option set on target record Once above field is created you will able to see the mapping field Note: 1.) Since we are creating another field, make sure that you have kept the history value of old record. 2.) Do not delete the field while creating new field mapping Conclusion: Hope this helps you to map optionset using workflow.

Introduction: This blog explains How to set up Gmail Authentication for D365 Portals. Steps: 1.) Register D365 Portal with Google API Go to Google API Console: https://console.developers.google.com/apis/dashboard?project=symmetric-axle-236007 2.) Create New Project or select the Project. 3.) Click on “+Enable APIS and Services” 4.) Select “Social” under category. 5.) Select “Google+API” 6.) Click on Enable. 7.) Configure consent screen. – Enter Application Name. – Enter Authorized domains: “microsoftcrmportals.com” – Enter Application Homepage link: “URL of D365 Portal” 8.) Click on credentials 🡪 Create Credentials and select OAuth Client ID. 9.) Enter the below details. – Select the Application type as “Web Application” – Enter Name. – Authorized JavaScript origins: “Enter Portal URL” – Authorized redirect URIs: “PortalURL/signin-google” – Click on Create. – Popup window will come copy the “client ID” and “client secret” values from that. Step 2: Creating Site Settings in CRM. 1. Go to Portals 🡪 Site Settings. 2. Create new records as per below. Name: Authentication/OpenAuth/Google/ClientId Value: Copy and Paste the Client ID value. Name: Authentication/OpenAuth/Google/ClientSecret Value: Copy and Paste the Client Secret value. Now you can see “Google” as sign in Option.      

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.