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Dynamics 365 New Store Commerce App Overview, Setup, and Installation

This blog explains how to configure the Microsoft Dynamics 365 Commerce Store Commerce app and applies to Microsoft Dynamics 365 Commerce version 10.0.25. The Store Commerce app in Dynamics 365 Commerce is the next-generation offering for physical stores. It combines Modern Point of Sale (MPOS) and Cloud Point of Sale (CPOS) into a single application, provides deployment choices to retailers, and helps improve performance. At the same, it retains all the functionality of MPOS and CPOS, including extensibility. Store Commerce supports local hardware stations and offline usage, and can be directly integrated with a payment terminal, printer, and cash drawer. The Store Commerce app provides commerce functionality for below first-line workers  Cashiers Sales Associates Inventory Associates Stock Clerks Store Managers Benefits of Store Commerce Store Commerce provides the benefits of both MPOS and CPOS. Performance is significantly improved. POS and extension upgrades are simplified through the Commerce sealed installer framework. Dedicated hardware station is supported. Offline deployment is supported. Application lifecycle management is simplified. Extension or independent software vendor (ISV) code that is developed for MPOS or CPOS by using the Commerce software development kit (SDK) can be reused in Store Commerce with minimal changes. Store Commerce supports two types of deployment topologies: In-app: All the components, such as Modern Point of Sale (MPOS), are deployed locally. Offline mode and local Hardware Station (HWS) are supported. Hybrid: Store Commerce renders the Cloud POS that is deployed in Commerce Scale Unit (CSU) and supports local Hardware stations. However, offline isn’t supported. There are no separate installers for the hybrid and in-app topologies. The deployment options are determined by the parameters that are passed during installation. In-app Deployment For the in-app deployment option, the application content is locally deployed in Store Commerce, just as for MPOS. To update the application content, run the latest version of the Store Commerce installer. The application content won’t be updated if you update the CSU. Therefore, you can manage the updates at individual registers. The in-app mode supports offline mode. Therefore, during installation, pass the –installoffline parameter to deploy the offline database. During offline mode (that is when there is no connectivity), the application won’t be able to connect to CSU or Commerce headquarters and will use the locally deployed CRT. Note: During the installation of Store Commerce, users can pass parameters to select either the hybrid option or the in-app option. The default option is in-app deployment. Hybrid Deployment Store Commerce is a shell that renders CPOS and connects to Headless Commerce and Commerce headquarters by using CSU in online mode. In hybrid mode, Store Commerce app content is rendered from CPOS that is hosted in CSU. When the Store Commerce app is opened, it will prompt for the CPOS URL. To update Store Commerce, just update the CSU. Store Commerce will then automatically receive the update. Because updates are centrally managed in CSU, they don’t have to be managed at individual registers. Setup and Installation Prerequisites Windows 10 version 17763.0 or later, Windows 11 (Pro, Enterprise, LTSC, and IOT Enterprise editions), or Windows Server 2019 (Standard, Essentials) Dynamics 365 Commerce (Commerce headquarters and Cloud Scale Unit) The .NET Framework version 4.7.2 or later. See Install the .NET Framework SQL Server Express, SQL Server Standard, or SQL Server Enterprise (required only for offline mode). For information on which SQL Server edition to use, see Commerce offline implementation and troubleshooting. Device setup in Commerce headquarters For Store Commerce, a new application type that is named Store Commerce has been added on the Devices page (Retail and Commerce > Channel setup > POS setup > Devices). Select this application type when you create a device for Store Commerce. Note: If the Store Commerce application type doesn’t appear on the drop-down menu, try to run the Initialize function from the General tab of the Commerce parameters page (Retail and Commerce > Headquarters setup > Parameters > Commerce parameters). Device installation from LCS Store Commerce can be downloaded from the LCS Shared asset library. On the Shared asset library page, select Retail Self-service package as the asset type, and then find the file that ends with Store Commerce. After the file has been downloaded, follow these steps to install the app. Go to the folder where you downloaded Store Commerce and open PowerShell in administrator mode. In PowerShell, find the Store Commerce installer, and pass the install parameter to install the app. To install offline components, pass the –installoffline parameter. (For example, enter Store_Commerce Installer_exe_name install –installoffline.) If you want to enable debugging mode during installation, pass the –enablewebviewdevtools parameter. Store Commerce installation parameters You can also use the help command in PowerShell to find information about all the parameters. In PowerShell, find the Store Commerce installer, and then enter Store_Commerce Installer_exe_name help install. Parameter Description installoffline Deploy the offline database. sqlservername Specify the name of the SQL Server instance that Store Commerce uses in offline mode. If you don’t specify this parameter, the installer will use a default instance. skipsqlfulltextcheck Skip validation of the SQL Full-Text Search that is required for offline deployment. trustsqlservercertificate Trust the SQL Server certificate when a connection is established to SQL Server. To help avoid security risks, you should never use this argument for production deployments. By default, the SQL Server certificate isn’t trusted. enablewebviewdevtools Enable developer tools for Store Commerce. If you don’t specify this parameter, developer tools will be enabled only if Windows Developer Mode is enabled. retailserverurl Specify the default Retail Server URL to use for Store Commerce. If you don’t specify this parameter, the user will be prompted to enter the Retail Server URL during device activation. useremoteappcontent Use the remote application content to download the Store Commerce app content from CPOS that is hosted in CSU. By default, the local application content that is deployed with Store Commerce is used. skipversioncheck Skip the validation during downgrade. skipurlcheck Skip the validation of URLs that are passed to the installer. logdirectorypath Specify the path of the log’s directory. config Specify the path of the configuration file that will be used as part of the installation. verbosity Deploy the offline database. help Show parameter information. version Show information about the app version. … Continue reading Dynamics 365 New Store Commerce App Overview, Setup, and Installation

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Dynamically filter required Fields/Columns from a Record’s BPF and Form and apply Requirement to those fields

Hi Everyone, Let me explain this topic with an example of a scenario that you might encounter. I’ll walk you through how to complete this scenario in a concise manner below. Use Case Let’s say you have a Table (Entity) with or without multiple Business Process Flows (BPFs) that include some required Fields and even on the Form. Even if the required fields are empty and you want to change a field or flag within the form and save the record. We must disable all required Fields on the Form and then re-enable the requirements for those fields. We can do this with some simple JavaScript code. Step 1: Find a trigger point for your JS function to be called.It can be done with a Ribbon Button or by manually changing a Field. Find the code you’ll need below. I’ll be using Ribbon Button to trigger my JS Function. Quick Tip: You cannot get any Attribute Value of a Field residing in BPF directly. You need to get the entire Control of the Field and then call its attribute values. Step 2: Register your JS function onto your Ribbon Workbench or OnChange of any Field on Form. Since I called my function using Ribbon Button, I used “OpportunityForm.executeMain” with Parameters; “CRM Parameter -> Primary Control“ If you’re calling the JS using Field OnChange, then register the function as “OpportunityForm.executeMain” and do pass ‘executionContext‘. In this case, your part of the script will change as below (use this if you use JS on your Form only) OUTPUT This is how all fields will have no requirement on the Form. I took this output before re-enabling the requirement level for the fields. That’s all, I hope this helped you

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Cancel the running flows with JavaScript code

We will look at how we can use JavaScript to cancel flows that are running without canceling each flow manually. To do this, follow the steps below. Let’s look at a scenario where we are seeing the flows that are in a running state and are not terminating. Click on All runs, this navigates you to all flow runs view. When we are in the All runs view, we need to open the developer console in the browser. The developer console can be opened by clicking F12 (or holding fn and F12) on Windows. Or by right-clicking on the screen and clicking Inspect. In the developer console, navigate to the Console pane. To clear the console window, click CTRL + L. The console pane is where we will add the JavaScript code that will cancel the running flows. As can be seen in the next step. // Copy this first and run it in the console var jq = document.createElement(‘script’); jq.src=”https://cdnjs.cloudflare.com/ajax/libs/jquery/3.3.1/jquery.min.js”; document.getElementsByTagName(‘head’)[0].appendChild(jq); // … give time for script to load, then type (or see below for non wait option) jQuery.noConflict() //Paste the same again var jq = document.createElement(‘script’); jq.src=”https://cdnjs.cloudflare.com/ajax/libs/jquery/3.3.1/jquery.min.js”; document.getElementsByTagName(‘head’)[0].appendChild(jq); // … give time for script to load, then type (or see below for non wait option) jQuery.noConflict() // Then copy this in the console to start the cancelation of the flows. confirm = function () {return true;}; setInterval(function () { $(“.fl-StatusInCell:contains(‘Running’)”).parent().parent().find(‘.ms-DetailsRow-cell’).last().click(); $(‘button[name=”Cancel”]’).click(); },5000); Click the running code after the code is implemented in the console, and the output will be seen below Hope this Helps!

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Download SSRS report as a PDF with Power Automate – Part 2

In this blog, we will see how to extract the value for PdfDownloadUrl so we can load it into another request and get our PDF.

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Download SSRS report as a PDF with Power Automate – Part 1

In this blog, we will see how to retrieve PDF Download URL from the console using the SSRS report. Step 1 – Create a new flow and set the trigger to Manually trigger a flow. Step 2 – After you have your trigger, you need to add two inputs to it, Report Name and Report XML. Step 3 – Then, add a List Rows action from the Dataverse connector and configure it to lookup the report by the Report Name.  Step 4 – Setup the report viewer – We do this using the HTTP with Azure AD connector, specifically the Invoke an HTTP request action. Step 5 – We need to authorize our connection to use this action. If you’re using Dynamics 365 online, grab your CRM URL (including https://) and paste it in for both Base Resource URL and Azure AD Resource URL. Method POST Url of the request /CRMReports/rsviewer/reportviewer.aspx Headers Content-Type: application/x-www-form-urlencoded Body of the request id=report&iscustomreport=Custom Report&reportnameonsrs=Name on SRS&CRM_Filter=encodeUriComponent(ReportXML)&reporttypecode=Report Type For encodeUriComponent – Use the following encodeUriComponent(triggerBody()[‘text_1’]) Step 6 – Extract the PdfDownloadUrl from the Report Viewer page. Let’s extract the value for PdfDownloadUrl so we can load it into another request and get our PDF. We’ll do this in 3 parts in Part 2.

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How to configure Mailbox and set Regarding with in Outlook?

These are the following requirements for enabling D365 for Outlook.  License that includes Outlook Email Exchange services  Mailbox configured in D365 CRM  Steps Below are the steps to approve the mailbox configuration of the Outlook add-in – Go to Advanced Settings -> Email Configuration 2. Select Mailboxes 3. Select the User you want to configure mailbox  Note: Global Admin is required for Mailbox Approval. Once done proceed to next step 4. After clicking on OK, click on Test & Enable Mailbox  5. You will see success status as below  6. After the status changes to success, go to Outlook -> File -> Manage Add-ins  7. n Add-Ins for Outlook, search for Dynamics 365 and add it That’s it.  Now you have D365 Addon for Outlook enabled.  Hope this helps!!

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Switching of Forms using Option Set field in Javascript

Use Case – To Switch form based on the value selected from option set field. Steps – 1. We have a Option Set field – “Lead Type“ Based on the Option selected – the form will switch For example – “PMO Member” – On change of the option, it will switch to PMO Member Form “HR” – On change of the option, it will switch to HR Form 2. To get the current form Guid use the following in the console- 3. Below JavaScript Code- Hope this helps!!

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Switch BPF in Dynamics 365 using JavaScript

In today’s blog, we will cover how to change the BPF using JavaScript in the unified interface when the form loads based on a custom field Lead Type on the Lead form. Let’s take a closer look! Steps – In the example below, we have a new option set field called Lead Type with values of TAB Member and TBO. When the Lead Type has a value of TAB Member, update the business process flow to the TAB Member BPF and when the value is TBO, update the business process flow to TBO BPF. 2. Create two separate BPFs for the required entity. In this case, we created two separate BPFs for the Lead entity. 3.  From each BPF, grab the record GUID using the console. 4. JavaScript Code- Results – Hope this helps!!

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How to Dynamically Filter Multi-Select Option set/Picklist in D365 CRM using JavaScript

Posted On April 27, 2022 by Sancia Dcunha Posted in Tagged in ,

In this blog, I am going to show how we can filter a field (multi-select option set) item dynamically based on another field (single-select option set) item. Let’s consider a use case, We have a field named ‘Application Area’ which is a (single-select option set) field and ‘Application Type’ which is a (multi-select option set) field. Let’s have a look at JavaScript where the magic is making this possible. Step 1: Below is the entire code of JS For Table/Entity Main Form customization, select ‘Form Properties’ to include JavaScript function as below, On Load: oApplicationAreaType.Main On Change of field ‘Application Area’: oApplicationAreaType.getDetails Note: Pass the execution context for calling the JS function. That’s all, we have created a dynamic filtering of multi-select option set using JavaScript. Hope this helps!!

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To show validation on a field using Regex Expression

In this blog, I am going to show how we can display a validation on the field if the entered text is not in the required format Let’s consider a use case, We have a field name ‘DMV Initial License’ which is a single line of text field. When text is entered the Date format for this field should be MM/YYYY Let’s have a look at JavaScript where the magic is making this possible. Step 1: Regex Expression for Date in the required format MM/YYYY – date_regex = /^(0[1-9]|1[0-2])\/[/]?([0-9]{4})$/ Step 2: Below is the entire code of JS For Table/Entity Main Form customization, select ‘Form Properties’ to include JavaScript function as below, On Change of field ‘ DMV Initial License ’: oCustomerFormCustomization.checkDateFormat Note: Pass the execution context for calling the JS function. Hope this helps!!

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