Introduction: We often get issues raised by Users while training PSA – Amount entered on Expense Entry is not reflecting on Invoice in T&M Project and instead shown as $0 as below. Resolution: We need to configure PSA correctly and check below configurations. 1. Sales Price List of Project is configured with Category Prices and not as shown below 2. Cost Price List of Organization Unit is configured with Category Prices and not as shown below 3. Amount in Chargeability View of Project Contract Line should have values in Sales Price Column of Chargeable Categories for expenses and not as shown below Conclusion: Zero Amount issue get resolved after configuring Category Prices in Price List and Chargeability View of Contract Line correctly and results are as shown below  

Introduction: In this blog we will see how audit logs in D365 can be fetched that can be used for reporting purposes. Auditing helps to track changes made to the data in D365. The System Auditing entity cannot be accessed. Actionable Audit is a App by Microsoft Labs in which the required audit logs can be stored in the actionable audit entity which can be used later on by fetching the records of that entity. This audit log can be helpful to create Dashboards in Power BI, create reports etc to get meaningful information from the data. Implementation: Step 1: First we enable the auditing for the organization(globally) in Settings > Auditing. Step 2: We then enable auditing for the required entities and fields. Step 3: Download the Actionable audit app from the AppSource. Step 4: After accepting the terms and condition is done, it will take some time to install the solution as shown in the notification below. Step 5: In the plug-in registration tool we can see the assembly MicrosoftLabs.ActionableAudit is present. Step 6: Out of the box some steps are already registered as seen below Note: Only if the field is enabled for auditing the logs will be stored in Actionable Audit entity. Step 7: If required, the out of the box plugin steps can also be unregistered. And we can also add custom entities to the list. The pre-image and post-images also must be registered for different message which is shown in the user guide in the AppSource. Step 8: After the logs are created they are stored in Actionable audit entity as shown in the below example. Hope this helped!

Introduction: This blog explains how to migrate data for Many to Many or N:N relationship records. Scenario: Client always demand configuration records to be migrated from Test Env to a Production Environment.We can migrate data for Entity records and Entities with 1:N relationships records however we cannot directly migrate data for N:N relationship( intermediate entity) which is not exposed in D365 PSA. This can be achieved by using XRM Tool Box plugin – Manage NN relationships. Prerequistive: · XRM Tool Box with “Manage NN relationships” plugin installed. · Both entities having alternate key with data – This is required as a cleaner approach. Below steps explains how to achieve requirement. Steps of Implementation: 1. Open “Manage NN relationships” plugin in XRM tool box with Source Organization as connected. 2. Click Load Metadata button and then select First Entity with Specific attribute as alternate Key and same for Second Entity as shown below. 3. Click button Export button and save file. 4. Open exported file Column A is OrgUnitID and Column B is PriceLevelID data. 5. Change connection to target organization of Manage NN relationship plugin in XRM toolbox and then follow the step 1 and 2. 6. Click Import button and select the file exported in step 3. 7. Data migrated is been tracked in log section of plugin. Conclusion: N:N relationship or Many to Many relationship entity records cannot be migrated from D365 PSA as they are not been exposed however this can be achieved by using third party tool like XRM Tool Box – “Manage NN relationship”.  

Overview: Often while working on PS, I was struggling to  get the Chargeability View right. The main reason is not having the right Price List setup at the right places. There are 4 important places where the Price Lists need to be setup properly. Product Catalog with Role Prices having Org Unit A Account having corresponding Sales Price List and the same Sales Price List under it’s Project Price Lists grid. Opportunity having Org Unit A as Contracting Unit and Product Price list having Sales Price List for Org Unit A selected. Quote derived from the Opportunity having the same Account, Opportunity, Contracting unit and Product Price List selected. Organization Unit: For each Organization Unit you add to PSA, make sure you’ve added a Cost Price list to the Organization Unit as well as a Sales Price list exists for the same. Make sure Organization Units on the Role Prices are selected correctly on both the Sales and Cost Price Lists Sales Price List on Account and Opportunity: Account and Opportunity too should have the same Sales Price list whose Cost Price list is associated with the Organization Unit of the Account’s and Opportunity’s Organization Unit. Make sure you’ve correct Organization Unit and Product Price List as a Sales Price List for that Org Unit selected on the Opportunity form. Chargeability View on Quote Lines: Once everything flows from Account to Opportunity to Quote and to Quote Lines, you can see that your Chargeability View pops-up properly. Hope this helps you derive correct Chargeability View without hassle.

Introduction: In this blog, I will demonstrate how to remove or filter duplicate records in SSIS using Sort Tranformation. Steps: First, configure you OLE DB as your Source using the OLE DB Source as shown below. Bring the Sort Transformation and configure it as shown below. Check the box at the bottom of the Window that says ‘Remove rows with duplicate sort values’. Now you can connect to your destination by dragging the required block and connecting the Sort Transformation to the Destination block. For blog purposes, I have connected it to the Multicast block. Your Data Flow should look like: Click on start to execute your Data Flow. Benefits: Removal of duplicate rows can be useful when trying to avoid Data Redundancy in your System as well as to reduce the memory required.  

Introduction: We can split an Address column into multiple columns for Flat Number, Building, Road, City etc. in order to make it easier to process the data. In order to do this, we can use the Derived Column Transformation in SSIS. Steps: In the screenshot below, you can see the Address column has an aggregated address for each employee. In your SSIS Package,  bring a Data Flow Task. Configure you Excel Source in Connection Manager and select the sheet you want the data from. Check in the Columns Tab to verify if the Columns are correct. Now drag the  Derived Column Transformation and connect the Excel Source to it. Double click the Derived Column Block and configure it as shown in the screenshot below. Flat: SUBSTRING([Col 2],1,FINDSTRING([Col 2],”,”,1) – 1) Building: SUBSTRING([Col 2],FINDSTRING([Col 2],”,”,1) + 1,((FINDSTRING([Col 2],”,”,2) – FINDSTRING([Col 2],”,”,1)) – 1)) Road: SUBSTRING([Col 2],FINDSTRING([Col 2],”,”,2) + 1,((FINDSTRING([Col 2],”,”,3) – FINDSTRING([Col 2],”,”,2)) – 1)) Area: SUBSTRING([Col 2],FINDSTRING([Col 2],”,”,3) + 1,((FINDSTRING([Col 2],”,”,4) – FINDSTRING([Col 2],”,”,3)) – 1)) City: SUBSTRING([Col 2],FINDSTRING([Col 2],”,”,4) + 1,((FINDSTRING([Col 2],”,”,5) – FINDSTRING([Col 2],”,”,4)) – 1)) PIN: SUBSTRING([Col 2],FINDSTRING([Col 2],”,”,5) + 1,((LEN([Col 2]) – FINDSTRING([Col 2],”,”,5)))) Once the configuration is done, connect Derived Column Transformation to you Target Block. Configure your Target Block to your Destination as shown below and check the Mappings to ensure the correct Source and Target columns are mapped. This is what your Data Flow should look like: Click on ‘Start’ when done. Once the execution is complete, check your Target Database for the desired output. Conclusion: This can be a requirement in many scenarios and by following the steps mentioned above, we can achieve the desired output.

Introduction  In earlier version of dynamics CRM, there were no way to define dependencies of web resource.  Due to this, it is possible that someone delete/remove WebResource from solution and this may create an instability in behavior of CRM functionality. But now in dynamics  365 version 9.0. It has ability to define  dependencies of WebResource. Description: Let’s consider below example. I have 3 web resources- new_test.js new_test2js new_test3.js Here new_test3.js is dependent on new_test.js and new_test2.js. in that case we need to define dependencies. Once dependencies are defined it will not allow to delete WebResource. Add Dependencies: If you want to add dependencies in WebResource, you can follow below steps Open WebResource which is dependent on other WebResource Select dependencies tab as shown and click on add Select WebResources that are required to present Save and publish WebResource. If anyone accidentally tries to delete WebResource. He will receive alert message. It will list down where this file is needed Conclusion: By following these steps, you can create WebResource and define dependency of WebResources.

Introduction: In Many scenario vendors send one invoice for multiple purchase order. In below article explain how to create single invoice for multiple purchase order. Steps: Create Two Purchase orders for same vendor. PO 1st : Quantity-50, price-25 PO 2nd: Quantity- 15, Price-20 Select PO’s for which you want to create invoice Click on Invoice button in Invoice tab. Enter the same Invoice number for two Purchase orders. Click on Consolidate Invoice button and select Invoice account in summary update field. And click on consolidate. One Invoice will create for two Purchase order Click on Post button to post the Invoice. Click on Invoice journal button to check invoice line for multiple PO Click on line to check invoice lines for multiple PO Conclusion: This functionality is useful for create single invoice from multiple Purchase orders.

Introduction: Microsoft Dynamics NAV 2017 Web client had limitations such as the reports couldn’t be previewed. The reports could be saved as .pdf file but we couldn’t preview the reports  as we could do in the Windows Client. With the new release of Microsoft Dynamics NAV 2018, there is availability of Print Preview for non-Internet Explorer browsers. Pre-requisites: Microsoft Dynamics NAV 2018.(with Web Client set up) Summary: 1. Previewing a report in the Dynamics NAV Web client was only possible in Internet Explorer, but is now possible on all supported browsers with the release of Microsoft Dynamics NAV 2018. 2. Now, we can preview a report directly in the client by choosing the Preview button on report request pages. This displays the report by using the new PDF Viewer control, which enables us to use our  keyboard and mouse to navigate the report and download it to our computer. 3.The report preview in the Web client has been refurbished with a new design and additional features. It works with all supported browsers. We preview a report by choosing Preview on the report options page. A toolbar provides several features for working with the report, such as zooming in and out, downloading to file, and more. Two new features include selecting text and panning: • Select text This feature lets you select one or more words, paragraphs, or rows in the report, and then copy and paste it somewhere else, like a page in Financials or a Microsoft Word document. • Pan the document This feature lets you move the visible area of the report in any direction, so you can view other areas. This is helpful when you have zoomed in to see details. Limitation of Microsoft NAV 2018 Web client are mentioned in the below link- https://docs.microsoft.com/en-us/dynamics-nav/browser-limitations-with-the-microsoft-dynamics-nav-web-client

Introduction: People using ADX Portal often face the issue of clearing cache due to which changes aren’t being reflected on the frontend. In this blog we will see how a user can manually clear cache in ADX Portals to reflect changes made to Portals through CRM. Pre-Requisites: ADX Portals CRM Environment Scenario: One scenario mostly faced is that notes added in CRM in the activity section of a particular case aren’t appearing in the notes section on the case entity form in portals. The problem can be resolved by clearing the cache of the portals which will help to reflect the changes made to portals via CRM. We will see below how we can resolve the issue by using manual cache clearing technique. Process: Step 1: User while adding notes in CRM will have to add the prefix as *WEB* to the note. For eg. “*WEB*This note states the resolution of the case Step 2: The user will have to save the following ” javascript:var url=document.location.protocol+’//’+document.location.host+(document.location.host.indexOf(“demo.adxstudio.com”)!=-1?document.location.pathname.split(“/”).slice(0, 3).join(“/”):””)+’/Cache.axd?Message=InvalidateAll&d=’+(new Date()).valueOf();var req=new XMLHttpRequest();req.open(‘GET’,url,false);req.send(null);window.location.reload(true);”  as a Bookmark in the URL section in the Browser. For Chrome Browser: In Bookmarks section of chrome we will add a new bookmark as shown below: Select  “Add new bookmark” to add a new bookmark in the dropdown options Name the bookmark as “Cache Invalidate” and add the following to the URL   “javascript:var url=document.location.protocol+’//’+document.location.host+(document.location.host.indexOf(“demo.adxstudio.com”)!=-1?document.location.pathname.split(“/”).slice(0, 3).join(“/”):””)+’/Cache.axd?Message=InvalidateAll&d=’+(new Date()).valueOf();var req=new XMLHttpRequest();req.open(‘GET’,url,false);req.send(null);window.location.reload(true);”. Click on save once done. Enable “Show bookmark bar” which will display the added bookmark to the chrome ribbon. Step3: On opening the case page click on the saved Bookmark “Cache Invalidate” on the bookmark bar which will make the note visible in the note section. Conclusion: In this way we can manually clear the cache which will reflect the newly made changes to ADX Portals.