Introduction: With update of Microsoft dynamics many new exiting features has been introduced in Dynamics 365 sales one them is Unified Interface with Navigation. By default, form December organization will start receiving the new UI. But if you are still interested you can enable it by yourself. Description: To enable the UI navigation you need to have organization Id, You will find the organization id can be found at Developer resource. To get the organization id you need to follow the below path 1. Go to setting -> customizations -> select “Developer Resource”. Highlighted in red is the organization Id. Once you have organization id you need to execute a small script in developer script console. To do so you need to press key F12. Also you need to make sure that you are logged in to the same system where you want to change the UI. You can see that navigation has change from old to new UI. Conclusion: Hope this blog help you to use make UI look and feel more better and comfortable

Introduction: With update of Microsoft dynamics new exiting features has been introduced in Dynamics 365 sales one them is Reference Panel. Description: While putting the Quick create or any subgrid in a section extra space gets added which looks weird. Most of us has feel the same situation. But with the introduction of “Reference Panel” we can now overcome this issue. Solution Let’s start with adding a reference section and view 1. Go to setting -> customizations -> select “Customize the System”. 2. Open the account entity Form. Now you can add the Reference panel by adding the section. If you try to add more than 1 Reference Panel you will receive below error. After adding the reference panel, you will not be able to identify the which one is the general section or reference. There is only way to know if it is reference panel, as name of reference Panel is generated by default as you can see in the below screen shot. I have added below two grids on account record. After adding you need to save and publish. Now go to account record and refresh the page you will able to see the sections with no extra space as you can see in the below screen shot. Conclusion: Hope this blog help you to use reference panel wisely.

Introduction: After the introduction of web API in CRM, user can execute all the requests which is possible through C# or JavaScript. In this blog I will explain how to attach a document to record using the postman. Description: Notes attachments has been tested with a custom entity and tested on Postman. To work this, you can follow the below blog to get the Access code. https://www.magnetismsolutions.com/blog/johntowgood/2018/02/12/dynamics-365-online-authenticate-with-user-credentials METHOD: POST URL: https://instancename.crm.dynamics.com/api/data/v9.1/annotations Authorization: Header: Content-Type:application/json In Authorization select the type Bearer Token Type and pass the token value which we got before. Body: You need to pass the below 4 parameters with value. Key Value subject   Filename   objectid_cf_document@odata.bind   documentbody   Json Body: { “subject”: “Test From Web API”, “filename”: “Untitled2.png”, ” objectid_cf_document@odata.bind “:”/cf_documents(23e6ee7c-5812-e911-a96b-000d3a3638df)”, “documentbody”:”iVBORw0KGgoAAAANS……….” } CODE: Postman Description: Image attached you need to pass it as base64 string as document body. var settings = { “async”: true, “crossDomain”: true, “url”: “https://instancename.crm.dynamics.com/api/data/v9.1/annotations”, “method”: “POST”, “headers”: { “Content-Type”: “application/json”, “Prefer”: “return=representation,odata.include-annotations=\”OData.Community.Display.V1.FormattedValue\””, “Authorization”: “Bearer eyJ0eXAiOiJKV1QiLCJhbGci………………………..”, “cache-control”: “no-cache”, “Postman-Token”: “b57b2d5b-c8d5-4f26-abf0-a3ea1f499637” }, “processData”: false, “data”: ” {\r\n \t \”subject\”: \”Test From Web API\”,\r\n \”filename\”: \”Untitled2.png\”,\r\n \”objectid_cf_document@odata.bind\”:\”/cf_documents(a60fbc96-f00f-e911-a96b-000d3a3638df)\”,\r\n \”documentbody\”:\”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\”\r\n }” } $.ajax(settings).done(function (response) { console.log(response); }); In the above code I have posted- Post Request Response

Introduction: Sometimes it is required to share the certain documents with outside users. It is possible that user can share that document as hard copy. If that document is hosted on SharePoint user can make a shareable link. Description: Sharing a document to the outside users are possible via directly going to SharePoint and creating a shareable link. But what if you want to generate a shareable link using the C# code. You can follow below code to generate shareable link in Online SharePoint. 1. Get the link You need to pass the document link to below function as shown. currentLink = https://organization.sharepoint.com/cf_car/JTN_89330b3c-beb5-e811-a968-000d3a324f4c/Untitled2.png 2. Get the base url of your SharePoint and generate the service context using (var context = new ClientContext(Model.SharePointBaseURL)){} 3. Authenticate the user foreach (var c in Model.AdminPassword) passWord.AppendChar(c); context.Credentials = new SharePointOnlineCredentials(Model.AdminUserName, passWord); 4. CreateAnonymousLink method which will generate the shareable link var orgEditLink = Web.CreateAnonymousLink(context, currentLink, true); 5. Execute the query context.ExecuteQuery(); 6. Finally get the public link editUrl = orgEditLink.Value; Complete code: private static string UpdateLinkTOShareable(string currentLink, Entity document) { string editUrl = string.Empty; using (var context = new ClientContext(Model.SharePointBaseURL)) { var passWord = new SecureString(); foreach (var c in Model.AdminPassword) passWord.AppendChar(c); context.Credentials = new SharePointOnlineCredentials(Model.AdminUserName, passWord); try { var orgEditLink = Web.CreateAnonymousLink(context, currentLink, true); context.ExecuteQuery(); editUrl = orgEditLink.Value; } catch (Exception ex) { } /*Code to make link Public End*/ return editUrl; } }

Business Use Case: Often there are team members who share the need of getting allocated on schedule board in PSA directly as soon as they book an appointment or have a meeting invite. One of the reasons for the same is for the team or anyone concerned about allocation to understand that the said team member is either having a meeting with someone or has an appointment. Hence, they do consume some time of the day. This is one of the reasons that I get when I think aloud. Since there is a lot of argument and justification the team needs to provide for these additional non-billable time that they spend. There can be many other reasons as to why this is needed by other organizations. Mitigation: Though there is an (Out of the Box) OOB solution for marking an appointment in Outlook calendar from Schedule Board, vice-versa is not provided OOB. MS Flows helped me here. I created a flow between Bookable Resource Booking entity and Outlookentity in Flows. I have explained the steps as to how to do the same: Steps: Step 1: Login to https://portal.office.com with your credentials. Step 2: Click on Flows as shown in below image Step 3: This will take you to the portal where you can manage and create all your Flows: Step 4: Click on +New Step 5: Click on Create from Blank Step 6: Click again on Create from Blank Step 7: Select the Outlook connector by searching the Outlook 365 Connector from the search box as shown in the image below. Also, select the Triggering event on when the flow should be triggered. So we selected When a new event is created (v2) Step 8: Select Calendar id as Calendar Step 9: click on next step Step 10: Select the target connector i.e. Dynamics 365 by searching in the connectors. Step 11: Click on create new records Step 12: Select the Organisation and the Entity where you want to create a record. Since the booking that shows up on the schedule board comes from Bookable Resource Booking, we shall select Bookable Resource Booking. Step 13: Add the mappings to the fields as shown below, by searching them from the right pane. Step 14: Once done, click on save and your flow is ready. Step 15: Once created do not forget to Turn it On. Test it by creating an event in the calendar and see in the event history of the flow whether it is successful or not. The End. This blog reflects my personal findings and based solely on my experience of using PSA for the last 3 years. For those who are looking for a platform that can track and manage the entire procedures of sales and project management, I would highly recommend them to try Microsoft dynamics 365 for project service automation. According to my opinion, the implementation of Microsoft dynamics 365 for project service automation is one of the best things that we did in Cloud Front Technologies. We have gained a lot with this implementation because we save time and money due to easy access resources and ability to manage them.

If you’re spending time looking and wondering that you always need to go to the app switcher to go the Settings from the Unified Interface, you need to do the following – Once you are in the Unified Interface, click on the Gear icon next to the help icon on top-right corner as shown below and click Advanced Settings – Right on the next tab, Settings with the classic UI is shown – And there’s nothing else on the SiteMap. Hope this helps!

Steps to Perform Transfer In in Dynamics 365 for Retail on POS Go to Picking and Receiving –> click on + icon and click Transfer In Select the store from where you want to transfer in, Delivery date and mode of delivery. Add or scan all the products and its quantity. Click on + icon to add more products to the transfer order You can save the products added by clicking on Save icon. The status of the order will be in Draft. You can continue adding products when it is in Draft state by clicking on + icon. Once you are done adding all the products click on commit icon. Once the order is committed the status will change to created and you will not be able to add products. Once the Order is created, the Order will reflect in the store from where the order is requested. Perform the following steps in that store. For example the warehouse. [Products can be shipped from Finance and Operations as well] Select the transfer In order and click the update icon. Click on ship all icon to ship the products. This will change the ship now column with values to ship. Then click on commit. This will change the status of the order to shipped. When the status is changed to shipped the same status will reflect in the store 101 as well. On store 101 User must click on the transfer order and click on update. Click on receive all icon and click on commit icon. This will complete the process.

Steps to Perform Transfer Out on Dynamics 365 for Retail: Go to Picking and Receiving –> click on + icon and click Transfer out. Select the store to which you want to transfer out, Delivery date and mode of delivery. Add or scan all the products and its quantity. Click on + icon to add more products to the transfer order. You can save the products added by clicking on Save icon. The status of the order will be in Draft. You can continue adding products when it is in Draft state by clicking on + icon. Once you are done adding all the products click on commit icon. Once the order is committed the status will change to created and you will not be able to add products. Click on ship all icon to ship the products. This will change the ship now column with values to ship. Then click on commit. This will change the status of the order to shipped. When the store Where the order is shipped to selects on Receive all icon the order will be complete.

Introduction: There have been instances where we feel the need of deleting some records in bulk. I was looking at options of doing advanced search and saw that there were 500+ records showing up. Also, at a time Advanced Find allows to delete 50 records in one go. We definitely needed a better option and Data Management provided that option to delete records in bulk. Use Case: I created a Project Task in a project. This was the only task in the project on which I booked all the resources in my company for 8 hours per day until dec-2022 from June-2018. There were around more then 500+ allocations done for all the Resources. Somewhere, I figured out that this was not the task I wanted to allocate and then I tried many ways deleting the allocations. Below is what all I tried. Option 1: I tried to open the schedule board and delete the allocations from there from month view. But. Deleting it from schedule board takes lot of time to delete the allocations even for one month and imagine we have so many months allocation to delete. Hence, this was not a feasible option. Option 2: I tried deleting the allocations from Advanced find by selecting the criteria as shown below in the screen shot. But, it allowed me to delete only 50 records in a go which was again an issue. After trying above 2 methods and doing some research we came across Bulk Delete option in Data Management Module. Below is the solution to the issue. Solution: Step 1: login on CRM and navigate to Settings module and Data Management in there as shown below. Step 2: Click on Bulk Record Deletion option. Step 3: Bulk deletion wizard opens Step 4: Define your search criteria that selects the records to be deleted. It is similar to the Advanced Find tool. Step 5: Name the Bulk deletion job and schedule the same. You  can also tick the check box to notify via email when the job is completed successfully. You are done with the process and it will take some time for the process to delete the records. Conclusion: 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 services automation. According to my opinion, implementation of Microsoft dynamics 365 for project services automation is one of the best things that we did in CloudFronts Technologies. We have gained a lot with this implementation because we save time and money due to easy access resources and ability to manage them.

Introduction: In this article, I will explain the steps to enable on-demand workflows [JG1] in Dynamics 365 for Customer Engagement’s Unified Interface. With the release of D365CE apps version 9.0, Microsoft has introduced a new user experience – UCI, Unified Client Interface, or Unified Interface – which uses responsive web design principles to provide an optimal viewing and interaction experience for any screen size, device, or orientation. The Unified Interface brings an enriched experience to any client who is using it currently. And it is responsive enough to produce similar experiences on browsers, tablets or phones. Now I’ll show you one of the important capabilities needed to run on-demand workflows in a D365CE Unified Interface app. Scenario After clients are upgraded to D365CE V9, users are unable to use “classic app” functionality to run on-demand workflows[JG2] . This proves to be a showstopper since it encompasses routine tasks and is a much-needed feature. Steps: Below are steps to be performed for enabling on-demand workflows. 1. An admin user should enable the “Microsoft Flow” option for all the users.   a. Navigate to users in Office 365. Post the navigation [JG3] and open a specific user.   b. Enable the license for “Flow for Dynamics 365” in the D365 CE plan (shown in the screenshot below). 3. Enable settings to show Microsoft Flow in the sitemap.   a. Navigate to Settings è Administrator è System Settings by System Administrator Role User   b. Open Customization Tab and enable the Microsoft Flow option 4. Navigate to the entity, shown below, for Account access and open the account entity record.   a. Navigate to the Flow button on the ribbon and expand options. You will be able to view all on-demand workflows for the entity under the run workflow header. Conclusion: This process demonstrates how to enable Microsoft Flow settings on specific environments to allow users to run on-demand workflows in UCI apps for D365CE. I hope this demonstration can help to make these processes easier for your team.