Introduction: This blog explains how to Filter records in gallery control based on value selected in other gallery control in PowerApps. Scenario: I am using Dynamics 365 Connection. I have data source named as Time Entry within that data source I have fields named as  Projects  and  Project task and data type of both fields is lookup. Values in Project Task is filtered based on value selected in Project field. Implementation Steps for Filtering Project Task based on Project: We must add Projects and Project Task data source in PowerApps because their data type is Lookup.(If you don’t know how to work with lookup fields Refer: https://www.cloudfronts.com/connect-dynamics-365-use-lookup-field-dynamics-crm-powerapps/ ) Add New screen name it Project Lookup and add gallery control on that screen. Select gallery control and set its item property to:SortByColumns(Search(Filter(Projects,statecode=0 ), TextSearchBox1_1.Text, “cf_name”), “cf_name” ) Add new Screen and name it Project Task Lookup and add gallery control on that screen. Select gallery control and set its item property to:SortByColumns(Search(Filter(‘Project Tasks’,     _cf_project_value =Gallery1.Selected.cf_projectid),TextSearchBox1_2.Text,”cf_name”),”cf_name”)here: Gallery1 is the name of gallery control on Project Lookup screen.

Introduction: In this blog, we will demonstrate a way to display the current active stage of a business process flow in views in D365 v9 as the out of box process stage name field does not show any value in the views. Implementation: Step 1: We have created a basic Business Process flow on contacts which has two stages “Basic Information” and “Contact Details”. Step 2: If we want to create a view with the active stage of the business process flow displayed in the column, we first create a new view and in the Record Type we Select Process Stage(Process Stage) and in the columns we select “Process Stage Name” Step 3: Now when we check the view in Contacts we see that the Process Stage Name is blank. Step 4: One workaround for this is to design a Workflow on the Business Process flow entity that was created as shown in the below image . Here “Contact Infor” is the business process flow entity. Step 5: The workflow will be a Real time workflow and will be triggered when process is applied and on change of “processid” field. When the workflow triggers it will copy the name of the field in a new Text field and this can be used in views to display the current Stage as seen below.

Introduction: In this blog article, we will see how we can track changes in data made since last export using Data Entities in D365 Operations. It is basically an SQL Change Tracking feature. Steps: Go to Data Management -> Data Entities. Select the Entity for which you want to enable Change Tracking. In the Action Pane, go to Change Tracking. There are 3 options: Enable primary table – It will only track changes made on root table. Enable entire entity – It will enable tracking for all Writable Datasource used in the entities. Enable custom Query – You can create a custom query to track changes on the required tables. You can also disable the change Tracking by clicking on ‘Disable Change Tracking’ option. You should be careful while enabling change tracking as it will require additional processing for maintaining data for changed records.

Introduction: This blog explains how to show alerts in D365 V9. Details: We often get requirement to show alerts in D365 V9 Forms and can be achieved using below syntax. Xrm.Navigation.openAlertDialog(alertStrings,alertOptions).then(closeCallback,errorCallback); Example: 1. Alert with no callbacks. var alertStrings = { text: “successfully checkedin.” }; var alertOptions = { height: 120, width: 260 }; Xrm.Navigation.openAlertDialog(alertStrings, alertOptions).then( function () { } ); 2. Alert with callback method. var alertStrings = { confirmButtonLabel: “Yes”, text: “This is an alert.” }; var alertOptions = { height: 120, width: 260 }; Xrm.Navigation.openAlertDialog(alertStrings, alertOptions).then( function success(result) { console.log(“Alert dialog closed”); }, function (error) { concole.log(error.message); } ); Note: Xrm.Utility.alertDialog(message,onCloseCallback) is been deprecated.

Introduction: This is an observation I made when one of our clients wanted to have a limit on the calculated fields. Let’s say, a lower limit of the currency field that is expected to throw an error (or somehow not allow) the currency going in negative values for a calculated field. Observation: Now, I want to keep the Minimum Value as $0. I’ll keep the Minimum value as 0 so that when I can make it as Calculated Field, the Minimum Value gets locked by $0 I’ve entered. See screenshot below: But, as soon as I make it as Calculated Field and click on Save, this happens- It still appears that I will save it as 0 But, it creates the field, locks the minimum field and then defaults it back to the original minimum value. Bottom line: We cannot have our own Minimum Value on the Calculated Currency fields. But however, I found that this is allowed for other calculated fields. Like the Whole Number.

Introduction: This blog explains how to Setup POP3/SMTP email configuration in Dynamics CRM. Steps to be followed: Step 1:  Create new Email Server profile. a. Go to Settings –> Email Configuration –> Email Server Profile. b. Click on +New –> POP3/SMTP server. c. Fill Details in the form. Name: Gmail Incoming Server Location: pop.gmail.com Outgoing Server Location: smtp.gmail.com Now Go in Advanced Tab and Provide this Port values for Incoming and Outgoing Port. Incoming Port: 995  Outgoing Port: 587 d. Save. Step 2: Go to Email Configuration settings and then change Server Profile. Step 3:   a. Go to Mailboxes. b. Select the user for whom you want to activate. c. Add following details. Email Address: Enter your Gmail’s Email Address. In Credentials Allow to use Credentials for Email Processing and Provide your Gmail User Name and Password. d. Click on Approve Email e. Click on Test & Enable Mailbox. You may get following error. REASON: Due to hidden settings within Gmail that may be blocking connections from third party apps. SOLUTION:  a. Make sure you access these links while logged into the Gmail account, and make sure they’re turned on/enabled. https://www.google.com/settings/security/lesssecureapps https://accounts.google.com/DisplayUnlockCaptcha b. After enabling again go to mailbox and Click on Approve Email and Test & Enable Mailbox. c. Incoming and Outgoing Email Status is Success.

Introduction: In this blog we will be demonstrating how to call an unbound action using Xrm.WebApi which provides properties and methods to use Web API to create and manage records and execute Web API actions and functions in Customer Engagement The available methods are createRecord, deleteRecord, retrieveRecord, retrieveMultipleRecords,execute and executeMultiple.The execute method executes a single action, function or CRUD operation. Implementation: The syntax for execute method is as follows: Xrm.WebApi.online.execute(request).then(successCallback,errorCallback); Note: This method isn’t supported for Unified Interface and it is only for online mode hence we have to use Xrm.WebApi.online object to execute the method, else it will fail. Step 1: First we create an unbound action. Here in our example we have created an action with the name “new_ActionTest” and we have activated it. In the action steps we have written a step to create a new contact with the name “Jessy David”. Here in our action we an Integer parameter. Any steps can be added as required. Step 2: Below shown code is function used to call the unbound action. Here “boundParameter” parameter is an optional String parameter, we have specified it as null as our action is not bound to any entity. “operationName” is an optional String parameter which is the name of the action.“operationType” is an optional Number parameter which indicates the type of operation we are executing is an Action hence we have specified 0. We can specific 1 for Functions and 2 for CRUD operations. When we run this, the action is called and a new contact is created according to the steps mentioned.

Introduction: In this blog article, we shall see how to pin the power BI reports to Workspace. How to pin? Power BI reports can be added to any workspace that contains a Links section. Once the Power BI reports have been deployed successfully you can pin them to your Dynamics 365 Finance and Operations Workspace. Steps: Open a workspace in Dynamics 365 For Finance and Operations In the workspace, click the Options tab Click Open Report Catelog The list of reports comes from the reports that you have in your Power BI account Click on Ok and those reports will be on your workspace Similarly any customized or out of the box reports can be pinned to your workspace.

Introduction: Create and edit public or system views by using the app designer Description: Dynamics 365 sales app designer allow us to create/edit system view using the app designer. In this example we will use the sales app and account entity for view design. Design: Go to Setting > select My Apps. And open the sales app in app designer. We can define the filter criteria with and/or condition. Select the account view and click on the create new view from the components tab. Adding Column: Now you will able to see the designer page of a view. You can add the column to the view from the components tab I have added the account number column. You need to drag and drop. After adding few columns.   Adding Filter: We can add the filter criteria which will show only related record. We can define the filter criteria with and/or condition   Save the view: Provide the view name and save it   Column Sorting: You can define the primary and secondary sorting column Publish: Finally, you need to publish the view as shown Conclusion: So, this is another quick way you can create Views than just traditionally creating from within Solutions in D365.

Dynamic 365 for field service is an end-to-end solution to manage inventory, manage service orders, track assets as well as handling complex service agreements. It also boots your business by quickly identifying and dispatching resources in turn gaining the intelligence that is required to provide support to the business. Dynamic 365 field service management software helps your business to automate and improve scheduling in order to get the most out of your resources and by dispatching the right technicians. The software proactively detects, troubleshoots and resolves issues to enhance your service experience. This software is able to provide a dedicated self-service portal to its customers with proactive updates and tracking of technicians so that customers get positive impact on their business at every step Introduction: This blog provides a solution to requirement of Client for Call Management in D365 Field Service. Scenario: Most clients specify an requirement where Customers gives a Phone Call to Call Center or send email to Customer Care department and how to design this requirement in Field Service. Resolution: We need to provide solution to requirement as detailed below 1. Create a record of Case from Service Module by Customer Care Representative User as shown below 2. Client has first level of Support team who provide phone support and provide resolution to Customer, then can continue using OOB BPF to Resolve the Case. 3. Other Scenario is Client First Level Support Team is not able to resolve the issue and needs to create an Work Order for Case then User needs to below steps. Set Incident Type on Case and save record, otherwise this will restrict User from Creating Work Order by OOB Validation as shown below. Click button on ribbon with “Convert to Work Order” this creates an Work Order populating all data from Case to Work Order. Note: By Creating Case record below are advantages: First level Support team can review KB articles to resolve the Case. Origin type of record is saved like Phone Call , Email , Web etc. OOB feature to convert Case to Work Order. Conclusion: This blog explains how Phone Calls and email from Customer can be recorded in system and on need basis we can create Work Order from Case record by using OOB feature.