Introduction: Managing and understanding security roles in CRM can be tough. One of the Tools on Xrm.Tools is a Security Role Explorer, which tries to help make it easier. Steps to Compare roles in CRM: Go to xrm.tools site on browser. Click on Explore Roles Now button on the left most corner. You need to enter CRM organization credentials. Select Compare Roles buttons. Compare Roles – Allows you to compare two roles and look at what is Unique to each role, Different or the Same. This is great for example when you are trying to decide if you should consolidate some roles. View User Roles – It allows you to provide a user e-mail, it looks up all their roles and presents you a composite view of what their roles provide them. This is great when you have users that have multiple roles, and you want to see what their combined access is. View Entity Roles – You simply need to provide the logical name of the entity. Once provided it will show you all the roles and the access each role provides for that entity. This view is great when you simply want to know which roles have access to a specific entity, and you don’t have time to open 20+ roles up to find out! We will compare roles in this blog. Thus, enter the roles you want to compare. The result will be displayed and you can analyse the security roles and depending on the analysis you can create new roles or add access to the existing roles. You can compare the previous OOB role with the new OOB roles too.

Introduction: CRM business process flow allows users to enter data in steps which makes it simple and don’t required to scroll down all the way to bottom of form. A single business process flow can be divided into small steps to achieve the same and enter the data easily. But user may have requirement where a person should not move to the next stage. If it is based on the field than there is no problem, user can simply set the field required and get requirement fullfilled. But what if user should not allow to move to the next stage until a record of related entity is not present. For example, an account should have a phone call or an appointment to move the next stage. Or in our case an Incident should have few documents attached to it before moving to the next stage. While moving from Reporting to Insurance stage it should have below listed document. Otherwise it should display an error. Description: To achieve this requirement, we can write a plugin on the business process flow. But we must understand the structure of the Business process flow. While creating a new business process flow it creates a new entity with the same name. Which holds the related entity name Current stage Record with which it is associated When creating a record with the having business process flow. Name of the business process flow: Incident Business Process Active stage: Reporting Record name: 20171025–ESTDEL55-1 Plugins- Write Code: We need to write code and need to compare the current stage with previous stage and check if required document is present or not. Using the above information user can write a plugin and stop the user to move the next stage until required document is provided. Register Plugin: Once you have completed the code you need to register the plugin on update of business process entity. Message Name: update Entity: cf_incidentbusinessprocess Filter attribute: activesateid. Event stage: pre-operation Register Image: PreIamge Once you have completed your plugin and registered it. You can simply test it by moving to the next stage without having the required document. You will receive the below error. Until user not provides the document he will not be able to move to the next stage Conclusion: You can write a plugin to prevent a user from moving to the next stage.

Overview: Now, you may have a requirement where you’d want users to input data in a correct format for better readability and validity. There is a feature for a control where you can achieve this in tablet/mobile app of D365 and on the new v9 version of D365. It is called Input Mask For this example, I’ll demonstrate the feature on the new D365 v9’s Unified Interface. Define Input Mast for a control: Here’s how you can define an Input Mask for a control. Take an example of a Lead where I want business users to enter Business Phone field in a specified format only: Navigate to change the Field Properties on the Lead form: And click on Add Control to add the new type of control for the field. Select Input Mask and click Add. Select where you want the Input Mask to effect and then select the pencil icon to edit the condition Create your format by following the instructions. You can either bind to a value on a field or bind to a static value. I selected to bind to a static value. Confirm your changes and publish the same as below Input Mask Validating user input Since you’ve published the changes, let’s take a look at the Lead form and check the validation message if incorrect format is entered. Navigate to the Lead form in the Unified Interface. And enter the Business Phone which is not compliant to the specified format. You’ll see the validation error. Only when I enter correct format, I’m able to save the same. Hope this quick tip was helpful!

Introduction: In this blog we will be discussing about System user in D365. Description: System Users are built in users in D365. Some important points that need to be kept in mind are as follows: The Mailboxes of the System user cannot be setup hence emails can’t be sent and received. If a plugin is run with the System user context then it bypasses all the security rules. No one can log in to the system as the System User. The System user is in the base business unit. There might be situations when we not only want the plugin to update records that can be viewed by us but there is a need to update the other records to which we don’t have access to, in this situation we can run the plugin with the System User context. A plugin can call other plugin/workflows hence if a plugin is run in the context of System User then all the other plugins that are run because of the parent plugin will also be run in the same context. Implementation: Step 1: By default, in D365 the System User can’t be seen in the users’  section, as shown in the below two views. On Searching in the Disabled Users also it doesn’t show the System User. The owner of the record can’t be changed to System Owner from the lookup field as System User does not show up. Step 2: There might be situations when we might need to perform checks on the record to know if the owner is System User or not to carry out some operations. If there are no records in D365 with the owner as System User then it’s a problem. One way of creating a record with System owner is by using plugins to create a record and run the Plugin in the System users context as shown below. Step 3: After that is done as shown in the below image the owner is set as System. Now we can perform our business logic as we have a record with the SYSTEM as the owner. Step 4: Now if we click on the Owner we go to the record which is read only and see the following details as shown below. Step 5: We can’t modify any details of this user. If we try to add a security role to this user we get the following error message as shown below.    

Microsoft SQL Server Analysis Services is a server-based solution  that provides online analytical processing (OLAP) functionality. Analytical reports help users examine business data and identify trends that they might not otherwise discover when viewing data on traditional reports. To integrate Microsoft Dynamics AX and Analysis Services, you must perform the following steps: Step 1: Complete the prerequisite tasks: Verify that you have the permissions that are required to configure Analysis Services. Create a domain account to run the Analysis Services service. Assign the .NET Business Connector proxy account to the server administrator role in Analysis Services. Install prerequisites. Step 2: Configure Microsoft SQL Server Analysis Services: Start Microsoft Dynamics AX Setup. Under Install, select Microsoft Dynamics AX components. On the Select components page: Select the Analysis Services configuration check box. Click Next. On the Prerequisite Validation page, resolve any errors. When no errors remain, click Next. On the Select a file location page, select the location, and then click Next. On the Specify a location for configuration settings page, specify whether you want the cubes to access configuration information from the registry on the local computer or from a shared configuration file. If you select to use a shared configuration file, you must enter the network location of the file. Click Next. On the Connect to an AOS instance page, enter the name of the computer that is running the Application Object Server (AOS) instance On the Specify Business Connector proxy account information page, enter the password for the proxy account that is used by Business Connector. Click Next. On the Specify an Analysis Services instance page, select an instance of Analysis Services. Click Next. On the Connect to a SQL Server Database page, follow these steps: Select the computer that hosts your Microsoft Dynamics AX online transaction processing (OLTP) database. Select the Microsoft Dynamics AX OLTP database. Click Next. On the Ready to install page, click Install. Click Finish to close the Setup wizard. Step 3: Complete the Analysis Services integration: Install SQL Server Shared Management Objects on Microsoft Dynamics AX client computers. Verify that information about exchange rates has been entered. Click System administration> Setup > Business intelligence > Analysis Services > System currency and exchange rate type. Set up OLAP Administration Form Click System administration> Setup > Business intelligence > Analysis Services >Analysis Server Deploy the default cubes that are included with Microsoft Dynamics AX. PS: Ensure that the Microsoft Analysis Server should be connected to the Microsoft SQL Server Management Studio for the respective Server along with correct logon Credentials. Open the Microsoft Dynamics AX client. Click File > Tools > Business Intelligence (BI) tools > SQL Server Analysis Services project wizard. On the Analysis Services project wizard page, click Next. On the Select an option page, click Deploy, and then click Next. On the Select an existing Analysis Services project page, click Select a project from the AOT. Select the project you want to deploy from the list, and then click Next On the Deploying page, click Next when the deployment is completed. Click Finish to close the wizard. Configure the cubes, based on the changes that you have made to the Microsoft Dynamics AX configuration or license keys. Click Tools> Business Intelligence (BI) tools > SQL Server Analysis Services project wizard. Click Next. On the Select an option page, select Configure. Click Next. On the Select an existing Analysis Services project page, select the project to update. You can select a project from the AOT or from disk. Click Next After the project builds, click Next Select the Apply the Microsoft Dynamics AX configuration to the Analysis Services project check box. Click Next. Select additional languages for which to provide label translations and then click Next. To Run the Report: Click on Accounts Payable>Reports>Statistics>Vendor>Top Vendors by YTD Purchase  

Introduction: In this blog, we will be demonstrating how to use JavaScript to check user security roles. This is applicable in organization where, there are users with multiple security roles. And only users with a specific role assigned to them should be allowed to carry on certain tasks. Scenario: There is an organization with two users,”User A” is assigned a custom role and “User B” is not assigned a custom role. Only “User A” should be able to Save the form as he/she has the custom role. Implementation: Step 1: Create two users “User A” and “User B”. Step 2:   Create a custom security role “CustomRoleA”. “User A” has the following security roles: Salesperson Sales App Access CustomRoleA “User B” has the following security roles: Salesperson Sales App Access Step 3: Now we write a JavaScript code to check the logged in users security roles and accordingly allow only that user to save the record who has the “CustomRoleA” security role. If a user without that security role tries to save the a newly created record, an error notification is shown and record is not saved. Step 4: Save this as a new JavaScript web resource in Dynamics 365 and we will make this code run on the “Contact” form which will be triggered on the form onSave event. Step 5: Now when “User B” makes a new record and tries to save it the following error message is shown. The record can’t be saved. The search results as shown in the below image states that there is no such record. Step 6:  When “User A” tries to make a new contact and save, the permission is granted to save the record and in the search the record is shown as shown in the below two images. Conclusion: By checking the security roles different functionalities can be restricted for any user like show/hide fields or buttons.

Introduction: In this blog article, we will discuss working of Media controls in Power Apps Media Controls: There are 7 Media controls in Power Apps Image Camera Barcode Audio Video Microphone Add Picture Image Control: Shows an image from, for example, a local file or a data source. Description: If you add one or more Image controls to your app, you can show individual images that aren’t part of a data set, or you can incorporate images from records in data sources. Example: Show an image from a local file Steps: 1. On the Content tab, click or tap Media, and then click or tap Browse. 2. Click or tap the image file that you want to add, click or tap Open, and then press Esc to return to the default workspace. 3.  Add an Image control, and set its Items property to the name of the file that you added. Output: Camera Control: A control with which the user can take photos by using the camera on the device. Description: If you add this control, the user can update a data source with one or more photos from wherever the app is running. Example: Add photos to an Image gallery control Steps: 1.Add camera control set it’s OnSelect Property to Collect(MyPix,Camera1.photo). (here Camera1 is the name of camera control.) 2. Add gallery control set its item property to MyPix.Url 3. Set the Image property of the Image control in the gallery to ThisItem.Url. Output: Barcode Control: A control with which the user can take photos by using the barcode scanner on the device. Description: If you add this control, the user can update a data source with one or more photos from wherever the app is running. Steps: 1. Add a barcode control. 2. Add a label control and set its Text property to (here Barcode1 is the name of barcode control) Output: Microphone control: A control with which the user can record sounds. Description: If you add this control, the user can update a data source with one or more sounds from wherever the app is running. Steps: 1. Add Microphone control and set its onStop Property to Collect(MySounds,MyMic.Audio). (here MyMic is the name of microphone) 2. Add a blank gallery control and set its items property to MySounds and add audio control inside it. And set its Media Property to ThisItem.Url 3. Add A button if you want to remove any audio. Set its OnSelect property to : Remove(MySounds,ThisItem) Output: Add picture control: Takes a photo or loads images from the local device. Description: With this control users can take photos or upload image files from their device and update the data source with this content. Example: Add images to an image gallery control Steps: 1.Add an Add Picture control 2. Add Button control inside Add picture control. 3. Set OnSelect Property of button to: Collect(Pics, AddMediaButton2.Media) 4. Add gallery control and set its items property to pics. (gallery control will display all the images which are added) Output: Audio Control: A control that plays an audio file. Description: An Audio control plays a sound clip from a file, a recording from a Microphone control, or the audio track from a video file. Steps: 1. Add Audio control. 2. On the Content tab, click or tap Media, and then click or tap Browse And select the audio from local device. 3. Set Media property of audio to the name of audio file. Output: Video Control: A control that plays a video file, or a video on YouTube. Description: A Video control plays a video clip from a file or from YouTube if you specify a URL. Example: For adding a YouTube video Steps: Add video controller and set its Media property to the URL link of that YouTube video. (add URL in quotes) Output:

Introduction: This blog consists of information on adding notes section in to your form and the difficulties faced while adding the notes section. When to use notes on entity forms: Notes are quick, easy and create a time-stamp. You can use when temporary and not critical information need to be shared with others. Prerequisites: 1. Notes should be enabled on the entity. Open the entity in the solution and check the notes box. 2. If notes are not present on the form, add on the form. If the notes section is already present on the form, the notes button will be disable on the form. Note the below points before adding the notes section: Dynamics CRM allows only one Notes/Activities/Posts per entity and which is enabled by default. If you try to add one more notes, you will get the error message. It will be visible only for the Main forms, so if you are deleting the Notes/Activities/Posts from Main form, it will be visible on another main form. If you want to make use of Notes/Activities/Posts to be added on some other form. You can’t use a notes control for an entity that is not enabled for Notes, so unfortunately you cannot have just activities, or activity feed posts. Disadvantages: Notes are not searchable. Notes cannot be included in Reports or advanced finds. Notes do not roll-up. Users must re-create the same note several times for different records. Information may be lost.

Overview: With the new v9 release of Dynamics 365, a lot of user-friendly features have made life easier. Talking about the slick new Unified Interface! And if you want to make an App based on the same with components you need, it’s a hell lot easier too. New App with Unified Interface: You can either design an App in the Web Interface or in the new Unified Interface in v9 of Dynamics 365. Here’s how you can do it – Navigate to Settings > Apps. Then, click on create new App button as shown below. Now, you only get to choose either from the Web Interface or the new Unified Interface. So, it takes just a moment to get the interface ready for you to design.  Once prepared, you can start making your app, designing your site-map, dashboards, entities etc. For the sake of this blog, I’ve added a basic SiteMap, some Dashboards and a few Entities So typically, this is how I want my App to have! Once I have made all the changes, I’ll save and Publish the same. Accessing Unified Interface App: Once the App is published, it will appear in My Apps section as shown below: And I can then open and get the new Unified Interface. Now, you can work in the new Unified Interface with your custom app.

D365 Field Service Management stage furnishing venture organizations with instruments to smooth out their business forms – from ongoing portability over each significant gadget, to steering and work process computerization.  Make essential field administration assets, for example, item manuals, specialized help documentation, preparing, and related recordings promptly accessible to client care agents, accomplices, and field professionals.  Make work arranges straightforwardly from a case, client gateway, email, or legitimately from your CRM and track against SLAs, privileges, income and related expenses, and invoicing.  Consequently plan and allocate assets dependent on aptitudes, area, required parts, and the remaining task at hand. Courses are advanced to meet SLAs and limit drive times. CRM administration contracts assist you with keeping up guarantee and privilege data association-wide. Introduction: This blog explains how to show Resource Bookings as Calendar in D365 Field Service Portal. Steps of Implementation: 1.  Create a new Entity List in D365 Field Service for “Bookable Resource Booking” Entity as shown below 2.  Set Calendar View on Entity List as shown below 3.  Set Grid Configuration as shown below 4. After creating Web Page for Resource Booking ,Calendar will be shown as below Note: You can refer blog how to configure Web Page in D365 Online Portals by referring to this link. 5. Booking Details can be shown as below Conclusion: Above description in blog enables configuring Calendars in D365 Online Portals. Default Calendar View depends on the field value of “Initial View” in Settings header of Entity List below is view by Month setting.