Introduction In this blog, we will look into how to resolve the “Root Web Pages are not getting created in D365 Portal” issue. Whenever we create a new web page in a portal its root web page automatically gets created and this root page renders entity forms, entity list or web form on the portal. In one of our environments, root web pages were not getting created automatically. We followed the steps below to resolve this issue. Steps Navigate to Customizations -> Customize the system => Default solution will open Select SDK message processing steps Change the view to “All” Filter by primary object type begins with “web page” This would show 10 sdk message processing steps, select all and activate these steps. After this root web page will get created successfully.

Introduction This blog explains how we can add “Change Password” in the Profile navigation of the D365 Portal. Steps to be followed: Go to Weblink sets 🡪 Profile Navigation Open Profile Navigation record 3. Click on the “Links” tab. Add “+ New Web Link” 4. Add below details in the form Name: Change Password Web Link Set: Profile Navigation Publishing State: Published External URL: <portal url>/en-US/Account/Manage/ChangePassword Display Order: 2 5. Save the record. 6. Now you can see the “Change Password” option in the profile navigation of the portal. NOTE: if you don’t see the changes clear the cache of the portal and check again. – Click on “Change Password” and it will navigate you to the page below. – You can change your password from here.

Introduction : This Blog will explain about Saving PDF documents directly to SharePoint in a Single Click and this is available for entities listed below only Account Contact Opportunity Lead Quote Order Invoice   Steps to enable Entities for PDF generation: Note : Before starting make sure wave 1 2020 feature is enable in Sandbox. Go to Sales hub -> App settings -> and Convert to PDF.  2. Click on Manage -> Enable entities and save. PDF Creation: Once we have enabled entities,  “Create PDF” button will be enabled as shown below : 2. When you click on Document , option will be shown to save the document in SharePoint. If we want to save the Document , Click on Save. Else Document will be downloaded. 3. We can view the saved Document by browsing to Related>>Documents in Dynamic CRM. Also we can view the Documents in the SharePoint. Conclusion : This feature will be helpful for Sales Team to increase Productivity.

To edit the mappings of Business card scanner control, refer below steps. Select the Settings icon, and then select Advanced Settings. The Business Management page opens. On the navigation bar, select Settings, and then under Customization, select Customization. Select Customize the System. Under Components in the solution explorer, expand Entities, and then expand the Contact or Lead Select Forms. Open the form of type Quick Create. Locate and select the Business Card field on the form, and select Change Properties in the Edit In the Field Properties dialog box, select AI Builder Business Card control on the Control Select the property that you want to change the mapping for, and select the Edit icon to change the value the field maps to. When done, select OK.

Introduction:   We had a requirement, where using MS flows, we had to set the field named Outreach which was a datetime field as blank. For a  date time field,null expression cannot be directly set and so we could not clear the existing Date in this field When I tried to set null, it failed with an error “Minimum value for date can be 01/01/1753”.   Solution: We used the below work around. Add a step Convert Time Zone, add base time as Null. Since we are not actually converting from any time zone, we can keep source and destination time zone as same. For the record on which we want to set date as null, configure run after as below. For the date, now set converted time instead of null Conclusion: The date will be cleared and set to blank.

Introduction:   When we create a view, We can configure the sort but the sorting is available only for the columns which are a part of the entity on which the view is created. Eg: In the active accounts view, there is a column ” Email” which is a field from Contact Entity. If we see the columns available for sorting we cannot see Email. However, in case you want to sort on a column from the related entity we can do it using the view designer and Fetch Xml builder tools from the XRM Toolbox. Solution: On load of My active accounts, the default sort is on Account Name Open View Designer on XRM Toolbox Click on Edit Query to open Fetch XML Builder We can see the order attribute is on name Now, we can edit and add order attribute to emailaddress1 After you click on Return FetchXML, you will return back to view designer. Then click on edit XML and remove the disable sorting on the attribute. You can now save and Publish.   Conclusion: The View My active accounts will be by default sorted by email address in ascending order.

Some Retailers may want to encourage customers to pay via cash in their Retail stores. This can be made possible by offering discounts to customers if they pay by a Cash mode of payment. In this way, they can help reduce the expense of credit card processing fees. Therefore, retailers might provide discounts to customers who use these alternative tender types. In Dynamics 365 Commerce (Retail) a new type of discount has been introduced which is called as tender based discount. In tender based discounts, as a Retailer you are able to give different discounts based on the payment medium the customer has chosen to pay. Even though tender-based discounts reduce the subtotal of the transaction, automatic charges that are applied to the transaction aren’t affected. For example, if the delivery charges are calculated as $5 because the subtotal was more than $100, and the tender-based discount reduces the amount so that it’s less than $100, the delivery charges are still $5 for the order. In the system you can go to Retail>Pricing and discounts >Tender discount. Here you can set up the parameter as required, add price groups and then run necessary jobs to apply it in Retail POS. In the below example the payment type selected is Cash. You can select any type of method as per your need.

Introduction: We had requirement where we wanted to send Email using Power Automate. We had already implemented this using Work Flow. While implementing this using Power Automate, we started receiving mentioned issue “You are not authorized to send mail on behalf of the specified sending account.” We had similar issue while implementing the same using Work Flow, But it did not work for the Ms Flow, after doing RND we came to know that we need to give permission to send the mail on behalf of another user.   Solution : Please follow the below steps to give permission to specific user. Step 1: Go to  Admin Center -> Select Exchange Admin Center. Step 2: Click on Recipients and Select User you want to give permission and  follow the steps as shown below. Step 3: In this scenario, We wanted to send Email from Admin on behalf of Support User. Below are the Steps to Give the Permission: i.   Go to mailbox delegation. ii.  Click on the “+” icon and add User from which you want to send Email. In this scenario, we wanted to the send Email by Support. So, add Admin into Send as and Send on behalf and Full Access. ->Save and try to run the flow. Hope this will help you while sending an Email on behalf of the another User.

Introduction Power Automate has finally got one of the most awaited features. Let me explain it to you. So, if you are willing to deploy similar type of actions inside flow, you had no option but to write each action separately from the beginning. phew! That sounds like lot of work! But now, thanks to Power Automate, flexible solutions have emerged to save time and create better user experiences, which means now you are not required to write each action distinctly every time right from the start, instead just copy and paste actions in Power Automate! Voila! There you go! Copy Click on ellipsis (…) on action which you want to copy or duplicate. Click on “Copy to my clipboard” Paste Click on “Add an action” Go to “My Clipboard” Under My Clipboard you can see all the actions which you have copied. Select the action which you want to paste.

Nowadays, Test Automation is the most important requirement for any company to check Quality assurance of their product or software. There are very few tools available for Test Automation of MS Dynamics CRM. In this blog, we are going to see how we can do Test Automation using TypeScript Library (D365-UI-Test). It is the opensource library you can edit as per requirement and if any issue is present in the repo you can create an issue on Github Repo. Florian Krönert will resolve the issue as soon as possible. GitHub Repo Link: https://github.com/digitalFlow/D365-UI-Test Setup and Installation: We will use Visual Studio Code because it is a lightweight Code Editor with integrated Git support. And we will require git to clone directory, and we can do operation directly from the VS Code editor itself.   Installation Process: First, we will be required D365-UI-Test Source Files So, we need to clone that Repo from GitHub remote GitHub Repo to Local Machine in your working project directory. To open Terminal inside the VS Code use the keyboard shortcut Ctrl + `   In terminal run following git command to clone the directory git clone https://github.com/DigitalFlow/D365-UI-Test.git Now after cloning the repo, we need to install the required Node Packages that are required to run the Project.   To Install the required Node Packages, navigate in the project directory in the VS Code and run the following command. npm install “npm install” command will install the required Node Packages with a specific version which will be defined in the “package.json” file. After the installation of all required packages.   Now, we can see the sample test cases written in the “TypeScript” in “spec” Folder. To write your own test cases we need to add our test cases and run the Project. Following is the Folder structure of the D365-UI-TEST Project you will get after setup:   In the above screenshot, you will able to see the “spec” folder, we can add our own Test Cases but there are some sample test cases available for the UCI “xrm-uci-ui-test.spec.ts” which is written in TypeScript.   Now, we must add the settings.txt file in the folder structure so that we can pass the CRM Login Credential to the Test Case File. Or else you can directory pass credential in the Test Case itself.   After Adding the setting file, we need to give the relative or absolute path of the Setting file as follows:     Following is a test case to login to CRM instance and created the Account Record:   To the Run the Open the Integrated Terminal to Visual Studio Code. OR Press Ctrl + ` And Run the following command: npm run test   It will run all the tests and show the result as to which test as passed and failed. If the test is failed, then it will show the error of why the test has failed.   Once the test is run from the terminal it will open the chromium-browser and start the test. You can see the Documentation of the Library in GitHub or in following mentioned link: https://digitalflow.github.io/D365-UI-Test/