Introduction: I often face difficulties while trying to import project lines from WBS while using PSA (Project Service Automation). After lot of trouble shooting I try to doubt my configuration and see if they are good. What to do? To my surprise they all appear to be good. Following two things needs to be ensured to import project lines from WBS into Quote line details. 1. On Account used in the Quote, Product Price List and Project Price list is properly set. 2. The Cost Price list attached to the Organisational Unit used in the Quote should not have Organisational units for the resource roles added in the Cost Price List of the Organization unit.

Once you open the SSRS Mobile Report Publisher, you’ll see a blank layout grid and available visualization types as navigators, gauges, charts, maps, and data grids: To start designing your report, simply drag-and-drop the visualizations onto the layout grid: By default, you’re designing the “Master” layout, but you can also design layouts for Tablet and Phone: After switching to the Phone layout, you simply drag-and-drop the visualizations you have already created to optimize the layout for phones: You can also switch to Preview to see how your report looks in Master, Tablet, or Phone layout: Phone Layout: You can also switch to Preview to see how your report looks.

Introduction: In this blog we will demonstrate how to call a workflow directly from a button without any custom JavaScript code. Implementation: Step 1: Create the required workflow. In this example i have created a  simple workflow on the opportunity and remember to select the  “As an on-demand process” option. Step 2: After the workflow is created store the GUID of the workflow. To get the GUID  select the workflow and copy down the ID from the URL as shown in the below image. Step 3: Now create the custom button on Opportunity entity using Ribbon Workbench. Step 4: Create a new Command and click on “Add Action>JavaScript Action” as shown in the image. Step 5: In the library option write the following “/_static/_forms/form.js” and in the Function Name field “Mscrm.FormAction.launchOnDemandWorkflowForm“. Then as shown in the above image add two Parameters as follows: Crm Parameter = PrimaryEntityTypeCode String Parameter = “GUID of the Workflow”. Step 6: For the final step add the command to the newly created button by simply selecting it from the drop down in the properties section. Step 7: Now when we click on the button that we created we get the following message. On clicking OK the workflow will run. This is a helpful as it can be done quickly without using any custom code.

Overview: Let’s say you have a Quote which has Quote Lines and then you generate the Invoice schedule for your Time & Materials project. What decides the number of Invoice Schedules to be generated for a Quote Line record? Let’s review. Quote Lines: Now, I have a Quote Line which has Invoicing Schedule from 28th May 2018 to 6th August 2018. How did this come to be? The reason is as below: 1. The Invoice Schedule is based on Quote’s Requested Delivery Date which is 10th August 2018. 2. Now, my Invoice Frequency is weekly. 3. On top of that, my Invoice is set to generate on Monday of the week 4. And finally, since 6th August is the last Monday before the 10th August 2018, the Invoices should be generated up until then! Hence, the last Invoice will be generated on 6th August 2018 according to Quote’s Requested Delivery Date.

Introduction: In this blog we will see how to apply coupon discount on MPOS (Store) in Dynamics 365 for Finance and Operations. Steps: Step 1: Create  Bar code Mask Character for Coupon Code. Step 2: Create a New Barcode Mask set up. Keep the type as Coupon. Step 3: Create Bar Code for Coupon. Assign the Mask ID which was created in step 2. Step 4: Create Number Sequence for Coupon Code ID and Coupon Number. Step 5: Set the Retail Parameters for Coupon. Assign the Mask ID that was created. Step 6: Create a New Discount. Mention the discount Price, Products in Lines, Price group, Valid Discount Account and enable coupon code required. Step 7: Create a new Coupon. Mention the usage limit, usage type, associate discount to the coupon, Create a new line for coupon. Activate the Coupon. The Bar code will be generated. Make a note of the Bar code. This is how you set up Coupon Code on Stores in Dynamics 365 for Finance and Operations. Run Jobs and flow the discount to the store. To Redeem the Store Coupon Code: Step1: Scan the product that is under Discount. Step2: Scan the Barcode or Manually inter the Barcode. Step 3: The discount will be applied to the product along with the discount name Step4: Make Payment.

Intoduction: The requirement was such that, based on a condition certain lines should appear in Red.This can be done by using page control Style Property. The Style property has ten values that apply different formats to field text as below: Value Format Standard Standard StandardAccent Blue Strong Bold StrongAccent Blue + Bold Attention Red + Italic AttentionAccent Blue + Italic Favorable Bold + Green Unfavorable Bold + Italic + Red Ambiguous Yellow Subordinate Grey Pre-Requisites: Microosft Dynamics NAV 2017 Steps: 1. Create a global variable i.e. on the View menu, choose C/AL Globals. 2. Define the variable, and then set the DataType to Boolean. 3. Open the Property of the variable then set the IncludeInDataSet to Yes. (I’ve use CFS_Repo as my boolean field). 4. Create a local function. (in my case UpdateStyle). 5. Now, code in the function. My requiremnt was such that if field  RepoInitiated is true then the line should should appear red. You can code as per tour requirement. 6. On the trigger OnAfterGetCurrRecord, call the function. 7. Now select the Field in the List page and click on Properties (Shift + F4) 8. Set the Style to Unfavorable and StyleExpr to CFS_Repo (the boolean field ) 9. Repeat the step 8 for all fields present on the list page.

Introduction: This blog article will explain how to import a .bacpac file to Microsoft SQL Server which is created from Finance and Operations database that is based on Azure SQL Server. You can refer steps here for creating .bacpac file. Following points are recommended for smooth and secure importing of .bacpac file Take a backup of existing database so you can revert if required. Import the database with a new name and modify it later once the entire process is completed error free. Copy the .bacpac file to local computer where you want to import the database for better performance. Steps: Run command prompt as an administrator. Run the below command to Import the database. cd C:\Program Files (x86)\Microsoft SQL Server\130\DAC\bin SqlPackage.exe /a:import /sf:D:\Exportedbacpac\SSProd.bacpac /tsn:localhost /tdn:SSProd /p:CommandTimeout=1200 where, tsn (target server name) – The name of the SQL Server to import into. tdn (target database name) – The name of the database to import into. The database should not already exist. sf (source file) – The path and name of the file to import from. Update the database: Run the following script against your database to add the users you deleted while creating .bacpac file.  Update your database name in Alter Command. CREATE USER axdeployuser FROM LOGIN axdeployuser EXEC sp_addrolemember ‘db_owner’, ‘axdeployuser’ CREATE USER axdbadmin FROM LOGIN axdbadmin EXEC sp_addrolemember ‘db_owner’, ‘axdbadmin’ CREATE USER axmrruntimeuser FROM LOGIN axmrruntimeuser EXEC sp_addrolemember ‘db_datareader’, ‘axmrruntimeuser’ EXEC sp_addrolemember ‘db_datawriter’, ‘axmrruntimeuser’ CREATE USER axretaildatasyncuser FROM LOGIN axretaildatasyncuser EXEC sp_addrolemember ‘DataSyncUsersRole’, ‘axretaildatasyncuser’ CREATE USER axretailruntimeuser FROM LOGIN axretailruntimeuser EXEC sp_addrolemember ‘UsersRole’, ‘axretailruntimeuser’ EXEC sp_addrolemember ‘ReportUsersRole’, ‘axretailruntimeuser’ CREATE USER axdeployextuser WITH PASSWORD = ‘<password from LCS>’ EXEC sp_addrolemember ‘DeployExtensibilityRole’, ‘axdeployextuser’ CREATE USER [NT AUTHORITY\NETWORK SERVICE] FROM LOGIN [NT AUTHORITY\NETWORK SERVICE] EXEC sp_addrolemember ‘db_owner’, ‘NT AUTHORITY\NETWORK SERVICE’ UPDATE T1 SET T1.storageproviderid = 0 , T1.accessinformation = ” , T1.modifiedby = ‘Admin’ , T1.modifieddatetime = getdate() FROM docuvalue T1 WHERE T1.storageproviderid = 1 –Azure storage ALTER DATABASE [<your AX database name>] SET CHANGE_TRACKING = ON (CHANGE_RETENTION = 6 DAYS, AUTO_CLEANUP = ON) GO — Begin Refresh Retail FullText Catalogs DECLARE @RFTXNAME NVARCHAR(MAX); DECLARE @RFTXSQL NVARCHAR(MAX); DECLARE retail_ftx CURSOR FOR SELECT OBJECT_SCHEMA_NAME(object_id) + ‘.’ + OBJECT_NAME(object_id) fullname FROM SYS.FULLTEXT_INDEXES WHERE FULLTEXT_CATALOG_ID = (SELECT TOP 1 FULLTEXT_CATALOG_ID FROM SYS.FULLTEXT_CATALOGS WHERE NAME = ‘COMMERCEFULLTEXTCATALOG’); OPEN retail_ftx; FETCH NEXT FROM retail_ftx INTO @RFTXNAME; BEGIN TRY WHILE @@FETCH_STATUS = 0 BEGIN PRINT ‘Refreshing Full Text Index ‘ + @RFTXNAME; EXEC SP_FULLTEXT_TABLE @RFTXNAME, ‘activate’; SET @RFTXSQL = ‘ALTER FULLTEXT INDEX ON ‘ + @RFTXNAME + ‘ START FULL POPULATION’; EXEC SP_EXECUTESQL @RFTXSQL; FETCH NEXT FROM retail_ftx INTO @RFTXNAME; END END TRY BEGIN CATCH PRINT error_message() END CATCH CLOSE retail_ftx; DEALLOCATE retail_ftx; — End Refresh Retail FullText Catalogs Run the re-provision tool: To ensure Retail components are functional run the re-provision tool. Find steps here on how to run the tool. Start using the new database: Stop the below service to switch the database. World wide web publishing service. Finance and Operations Batch Management Service. Management Reporter 2012 Process Service. Once the services are stopped, rename your original database to ‘AxDB_orig’ and the new database to ‘AxDB’. Restart the service. Conclusion: This is how you can create a new database and import the data from a .bacpac file. If you face any issue then you can switch to original database or restore the copy of original database created prior to import.

Issue: When we use a HTML web resource in Dynamics 365 CRM forms or even as a separate navigation, we sometimes face issue that Backspace on Text boxes do not work. Why this happens: This happens because in Custom HTML web resources, we add reference to “ClientGlobalContext.js.aspx”. We need this library to gain access to the global context information such as the information specific to the client, organization or user for your Customer Engagement instance* When we use this library, we get issues with backspaces on text boxes where Input type is not “text”. So if the HTML Input type is “number”, “search”, “tel” or anything else Resolution: Resolution 1:  This can be solved by changing the Input type as “Text” for all input textboxes. Then backspace will start working. But this may not be applicable in all scenarios, since it will remove some of the functionality that was intended. In that case, you can use Resolution #2 below. Resolution 2: I have been able to resolve this issue by running the following code on DOM ready: if (window.Sys && window.Sys.UI && window.Sys.UI.DomEvent && window.Sys.UI.DomEvent.prototype) { window.Sys.UI.DomEvent.prototype.preventDefault = function() { }; window.Sys.UI.DomEvent.prototype.stopPropagation = function() { }; } This will allow you to still use the functions that ClientGlobalContext provides, while keeping it from interfering with your key and mouse events. Credit: Stefan Boonstra  * ClientGlobalContext.js.aspx (Client API reference) Happy CRMing!

Introduction: The unified client which was released D365 V9 had a very refreshing UI and lots of features. One of the best features in Unified Interface was Timeline view, but the timeline view did not have ability to send emails. The Unified client has a new Email UI with rich text controls and advanced editor. This was not released till recently. So the new environments after v9.0.1.xx have the ability to send emails using the Unified Client. Now you can send Emails using Unified Client like below: Modern Email Editor: Below are some of the features of new Email Editor: Designer, HTML and Preview tabs will allow users to view and format the content across different form factors. A bunch of controls and features provided like advanced styling, linking, find and replace, and insert images and tables will be made available on the email activity and will allow users to format the email instead of relying on external tools or solutions. Note: The Email Editor is not available on D365 Phone App and App for Outlook. It will show all other activities but not email.

Introduction: Working with D365 is best when you’re trying to use as much OOB stuff as possible. Simplest configurations like selecting a view for your Lookup field is easily possible on the D365 Form. However, this is not possible on the fields on the Business Process Flow Use of addPreSearch() and addCustomFilter() on BPF Fields: Now, since you have this field on the BPF and want to add filter to Lookup records, you’ll need to use JS customization to achieve this and add your filter’s criteria in the code to show results as expected. Let’s say you see all the lookup records on the field on the BPF 2. I want to see only Semi Annually type of Plans on the Lead. And I can’t simply do this from the Field’s Properties like on the form. Because, it’s not available. 3. Hence, I’ll write JS code as follows to achieve this: // JavaScript source code var oOFFormCustomization = { preFiltering: function () { “use strict”; if (Xrm.Page.getControl(“header_process_cf_defaultplan”) != null) { Xrm.Page.getControl(“header_process_cf_defaultplan”).addPreSearch(oOFFormCustomization.preSearchProductFamily); } else return; }, preSearchProductFamily: function () { “use strict”; var fetchQuery = ‘<filter type=”and”>  <condition attribute=”cf_plantype” operator=”eq” value=”979570001″ /><condition attribute=”statecode” operator=”eq” value=”0″ /></filter>’; Xrm.Page.getControl(“header_process_cf_defaultplan”).addCustomFilter(fetchQuery); } }; 4. And I register the method on Page Load of the Form. 5. And I see these results once it successfully filters!