Incorporating your Microsoft dynamics nav upgrade isn’t something you do in only a day or two. It takes a cautious arrangement and the correct assets. At the point when done quickly or without appropriate exploration, retailers can be left with expensive tasks that last months and never appear to work accurately. That is the reason a few dealers frequently dread incorporation.  Notwithstanding, these feelings of trepidation shouldn’t prevent you from capitalizing on your retail frameworks. You simply need to accomplish some work forthright and pick the best mix answer for your business. Merchants with in-house IT groups of NAV will here and there decide to assemble their joining themselves.. This requires your group to have top to bottom information on the specialized foundation of NAV and some other frameworks you need to incorporate.  Introduction: Generally, when we set up Microsoft Dynamics NAV, the authentication method by default is ‘Windows’. Windows Authentication : This method allows you to connect to NAV as the current Windows user. Username Authentication : This method requires that the user provide a User name, Password, and Domain name. Users are authenticated using their Windows account NavUserPassword Authentication : Users are authenticated using their Username and password instead of windows authentication AccessControlService Authentication : Users are authenticated using Access control Service. The Username and web service key must be specified. This blog provides a step wise procedure to  authenticate Dynamics NAV using NavUserPassword Pre-requisites: Microsoft Dynamics NAV 2017 Steps: 1. Create a self-signed certificate or use a SSL certificate. To create a self-signed certificate follow the below steps: Download Self-signed certificate generator (PowerShell) from Technet. Open Windows Powershell ISE as administrator. Go to the directory where you saved the New-SelfSignedCertificateEx.ps1 file. Run the following command: Import-Module .\New-SelfSignedCertificateEx.ps1. New-SelfSignedCertificateEx –Subject “CN=<your site name>” –IsCA $true –Exportable –StoreLocation LocalMachine Here <your site name> is the name of your computer. Save the thumbprint generated in a notepad for future reference. 2. Manage the certificate Open the mmc.exe from  Start Go to the File menu, and then choose Add/Remove Snap-in. Select Certificates and choose Add Select the computer account. Choose Finish and then OK. The Expiration Date of the certificate will be 1Y-2D (01 Year – 02 Days) valid From 1 Day Before you create Certificate. 3. Add Permissions to certificate Right Click Certificate. From All Tasks Select Manage Private Keys. Add NETWORK SERVICE permission to the certificate 4. Copy the Certificate Copy the Certificate from Personal / Certificate Node. Paste the certificate into the Trusted Root Certification Authorities/Certificates folder, Enterprise trust, Trusted publishers and Trusted people. 5. Enter the Certificate Thumbprint Open the Microsoft Dynamics NAV 2017 Administration. Click on the NAV instance and enter the Certificate Thumbprint. 6.  Configure IIS(Internet Information Service) Open IIS and click on Microsoft Dynamics NAV 2017 under Sites folder Click on Bindings Click on Add, select https under type and select the certificate under the SSL certificate 7. Create a User in NAV Navigate to CRONUS International Ltd./Departments/Administration/IT Administration/General/Users and create a new user.e.g Username : CHRIS_USERPASS and click on Password and set an appropriate password with a combination of  one uppercase alphabet, one number and special character Set Permission to SUPER under User Permission Set tab. Navigate to the ClientUserSettings file of the user and make the following changes. Change ClientServicesCredentialType parameter value from ‘Windows’ to ‘NavUserPassword’. If you are creating a new server instance mention the Client service port and Server Instance Name. In the web config file(C:\inetpub\wwwroot\<webclientname>) change the  “ClientServicesCredentialType” value=”NavUserPassword”  also change the ClientServicePort and Server instance if you are configuring the ‘NavUserPassword’ for a new server instance 8. Launch Windows Client This will prompt for username and password after which Windows client will launch successfully. 9. Launch Web Client Conclusion: To summarize the blog, create a self signed certificate, assign it permissions and copy the certificate to the necessary folder. Copy the thumbprint in the NAV instance and bind the certificate in IIS. create a user with password and make necessary changes in the ClientUserSettings and web config file.

Introduction: Auditing in Exchange Admin Center means troubleshooting the configuration issues by tracking specific changes made by administrators and to help you meet regulatory, compliance, and litigation requirements. Exchange provides two types of audit logging: Administrator audit logging. Mailbox audit logging. Note: You must enable mailbox audit logging for each mailbox so that audited events are saved to the audit log for that mailbox. Enabling Mailbox Audit Logging You need to use Remote PowerShell connected to your exchange, you can’t use EAC. Connect to Exchange Online using PowerShell. Open Windows PowerShell and run command. $UserCredential = Get-Credential In Windows PowerShell credential request, enter your Office 365 global admin account username and password. Run the following command. $Session = New-PSSession -ConfigurationName Microsoft.Exchange -ConnectionUri https://outlook.office365.com/powershell-liveid/ -Credential $UserCredential -Authentication Basic -AllowRedirection Run the following command. Import-PSSession $Session To verify that you’re connected to your Exchange Online organization, run the following command to get a list of all the mailboxes in your organization. Get-Mailbox This command enables mailbox audit logging for all user mailboxes in your organization. Get-Mailbox -ResultSize Unlimited -Filter {RecipientTypeDetails -eq “UserMailbox”} | Set-Mailbox -AuditEnabled $true You can see in above image AuditEnable is showing True, means mailbox audit logging has been enables for the mailboxes. Run a non-owner mailbox access report. In the EAC, go to Compliance Management> Auditing. Click Run a non-owner mailbox access report. Click Run a non-owner mailbox access report, you can specify dates and select mailbox for whom you want to view edit log. Run the admin audit log report – Administrator auditing logging is enabled by default. In the EAC, go to Compliance Management > Auditing and choose Run the admin audit log report. Choose Start date and End date. And then choose Search. All configuration changes made during the specified time are displayed. Similarly, you can run audit report for In-Place eDiscovery & hold, Litigation hold report, administrator role group report & external admin audit log report. Also, you can export the log report for Mailbox and the admin. Exporting the admin audit log report In the EAC, go to Compliance Management > Auditing > Export the admin audit log. Mention Start date and End date and select the User  whom you want to send the audit log. Click OK and Export. Audit log entries are saved to an XML file that is attached to a message and sent to the specified recipients within 24 hours. Conclusion: You can enable mailbox audit logging, generating reports and audit logs in Exchange Online using Exchange Admin Center.  

Introduction: In Dynamics 365 New Modules are created using Menu. This is Customization in Dynamics 365 for Finance and Operations. Steps: Following are the Steps of Implementation: Step 1: Create a Menu Item Add a new Item to your Project .  Under Dynamics 365 Items go to User Interface.  Select Display Menu Item and give appropriate name to it. Now open the Designer and Set the Properties of the Menu Item. Set the label Name for the Menu Item, Specify the Object to Run under Object. Refer this Menu Item under the Properties of Menu. Step 2: Create a Menu Add a new Item to your Project Under Dynamics 365 Items go to User Interface Select Menu and give appropriate name to it. Now open the Designer and Set the Properties of the Menu. Set the Label Name for the Menu under Appearance and Menu Item name under Data. Step 3: Link the Menu Item under Menu Open the Menu  Drag and drop the Display Menu Item from the Solution Explorer to the Menu. Step 4: Display the New Module Open the AOT and expand the Main Menu. Right click and click on Create Extension. You will be able to see the MainMenu.Extension in your solution Explorer. Rename it and open in Designer. Right click on the MainMenu.Extension and add new Menu Reference. Rename the Reference Menu and set its Properties. Set the Menu Name to the Menu Created in Step 2 Compile your Project You can see your Module in the Main Menu.

Introduction: This blog explains how to Connect with Dynamics 365 and use Lookup Field of Dynamics CRM in PowerApps. Steps for Creating Connection to Dynamics 365: Go to https://web.powerapps.com Create a new Connection with Dynamics 365. Click  on  New Connection and search for Dynamics 365. Select Dynamics 365  and click on  Create. Enter the Credentials for the Connection. Steps for Creating an App: Go to App and Click on Create an App. Under Start with your data select Phone Layout for Dynamics 365. Now Select Connection and choose a  dataset from that Connection. Select the Entity from the list. Click on Connect. PowerApps will create Browse, Details and Edit screen for you. Browse Screen: You can search for the record and see all the records which are created. Detail Screen: It gives details of record which is selected in Browse Screen. Edit Screen: You can create or update the records from this Screen. Important : The current Dynamics 365 connector does not support lookup or option set data types. so we’ll demonstrate how we worked around the lookup limitation. Example: For contact entity there is Lookup field for accounts.To use Lookup Datatype in contacts for account you must add account entity also in PowerApps. Steps for adding Account Entity: Go to View -> Data Source -> Select the Connection Choose Dataset->Select Account Entity ->Connect. Now Make changes on each screen so that you get account name instead of GUID of account entity. Browse Screen: Select the field in which you want to display account name. Under Text Property of that field write : LookUp(Accounts , accountid = ThisItem._parentcustomerid_value , name) Now it will return the name of Account instead of GUID. Detail Screen: Select the field in which you want to display account name. Under Text Property of that field write : LookUp(Accounts, accountid = ThisItem._parentcustomerid_value ,  name) Now it will return the name of Account instead of GUID. Edit Screen: Steps: Create a new Blank screen name it as account lookup. Add Gallery control inside Blank Screen and set its items property to accounts. Select the next arrow and set its OnSelect property to : ClearCollect( Selectedaccount, { Account: Gallery1.Selected } ); Back()  Now Go back to Edit Screen Select  the Data Card of Company Name and Go on Advanced Properties and Unlock the Data Card. After Unlocking the Data Card Add search icon inside the Data Card. Now select that Data Card of Company Name and set its Default value to:If(IsBlank(First(Selectedaccount).Account.accountid ) , ThisItem._parentcustomerid_value , First(Selectedaccount).Account.accountid ) Select the Data Card value of Company Name and set its Default value to:LookUp(Accounts, accountid= ThisItem._parentcustomerid_value , name) Select the Data Card and set its update Property to:Gallery1.Selected.accountid Select the search icon and set its OnSelect property to:Navigate(‘account lookup’,ScreenTransition.Fade) Select the Data Card of Company Name Type field and set its Default value to: “accounts” Select the form and set its OnSuccess Property to:Clear(Selectedaccount);Back() Select the Cancel icon and set its OnSelect Property to:Clear(Selectedaccount);ResetForm(EditForm1);Back()

Introduction: This blog will depict an idea on how we can integrate the members of CRM Marketing List to MailChimp Marketing List. Description: We had a requirement to add all the members from CRM static marketing lists to Mail Chimp marketing list. There were many marketing lists in CRM and exporting/importing data for each marketing list was a repetitive process each time we add a member to the list. Thus, we created some customizations in CRM with respect to the MailChimp API functionalities. These customizations will help your organization to minimize the manual efforts of adding members to Mail Chimp marketing lists. Only thing you need to do is to click on the custom sync button present on the marketing list record. CRM customizations are listed below: Provide a manual option on CRM marketing list to sync the list members to the MailChimp marketing list. These will work for members of type Contacts and Leads. Account members cannot be synched because it does not have an email address field. (MailChimp API main parameter for synching any member is the Email address of the member. It does not create duplicate records in MailChimp). Create a field on Marketing list which stores a unique marketing list ID from MailChimp. This value is important as this will help usl to link CRM and MailChimp lists. Create an configuration entity in CRM to store Mail chimp API key, MailChimp username, MailChimp URL.MailChimp URL for developer purpose is given below: https://<dc>.api.mailchimp.com/3.0 The <dc> part of the URL corresponds to the data center for your account. For example, if the last part of your MailChimp API key is us6, all API endpoints for your account are available at https://us6.api.mailchimp.com/3.0/. Below is the link to get or create a API key in MailChimp. How to create/get API key Write a custom action which calls the MailChimp API. Below are the links for synching the members individually and to perform the sync operation in batches. Each Member Sync Sync Members In Batches Create a MailChimp sync entity to record the sync status. The sync takes place in background in MailChimp thus we need to create this entity and keep a sync check by calling the MailChimp API to retrieve the batch status. Once the status is finished, sync will complete and all the members will be synched to MailChimp Marketing list.Below is the screen shot which will show the below details: How many records completed How many records errored Submitted and Completed date Status of the sync process. You can see the status of the sync by opening the record. Status finished denotes the syncing process is completed. In the next blog, we will discuss on the MailChimp API call in action.

Introduction: In this article I will be giving the procedure required to hide whitespace if the textbox value is empty and hence not displayed in a report of Dynamics NAV. Pre-Requisite: Microsoft Dynamics NAV Procedure: 1. I have created a simple report with four field values from Customer table for demonstration. 2. I want to display these four fields in a report. So I have created a textbox in the report with these four field values. Instead of creating four different textboxes, I prefer only adding one textbox and giving a line break between each field. 3. The value of the expression of the textbox is as follows: =First(Fields!Name_Customer.Value, “DataSet_Result”) & “<br/>” & First(Fields!Address_Customer.Value, “DataSet_Result”) & IIf(First(Fields!Address2_Customer.Value, “DataSet_Result”)<>””,”<br/>”,””) & First(Fields!Address2_Customer.Value, “DataSet_Result”) & “<br/>” & First(Fields!City_Customer.Value, “DataSet_Result”)  Expression A I’ll explain the Expression A below in detail:  a. “<br/>” is added to insert a line break between each field value. But this expression is used in HTML. So we need to set the textbox to Interpret HTML tags as styles. Hence, you need to double click on your textbox expression. On double clicking the expression, a window opens up which is the Placeholder Properties window. In the Placeholder properties window, set the ‘Markup type’ to ‘HTML-Interpret HTML tags as styles’. b. Now, there is a possibility that ‘Address 2’ field value of the Customer can be empty at times. So a whitespace will be displayed in the report. So to remove the whitespace, I have put the below expression in Point no.: 3 IIf(First(Fields!Address2_Customer.Value, “DataSet_Result”)<>””,”<br/>”,””)  This means that if the Address 2 of the Customer has a value there will be a line break and if no value is present nothing will be displayed and there will be no line break too. Hence whitespace will not be visible in the report. This can be done for any field value which has a possibility to be empty. The output of the report looks like below: I executed the report for Customer No: 01445544-Progressive Home Furnishings If the Address 2 field value is empty:  Report preview is as below:  If the Address 2 has a value present: Report preview is as below: This is the simplest way to hide whitespace in a report if the textbox value is empty.

With Excel 2016, you can publish your Excel workbooks right to your Power BI site, where you can create highly interactive reports and dashboards based on your workbook’s data. You can then share your insights with others in your organization. Requirements: 1. Before publishing to Power BI, workbook must be saved to OneDrive for Business. 2. Only Excel 2016 with an Office 365 subscription will see the experience to publish with local files. Excel 2016 standalone installation will still have the “Publish” only behaviour which requires the excel workbook be saved to OneDrive for Business or SharePoint Online. 3. The account should be same for Office, OneDrive for Business, and Power BI. 4. Empty workbook or a workbook that doesn’t have any Power BI supported content cannot be published. 5. Encrypted or password protected workbooks, or workbooks with Information Protection Management cannot be published. Steps: In Excel, select File > Publish (Local file publishing). When you select Publish, you will be able to select the workspace you want to publish to. This can be your personal or group workspace that you have access to. You’ll get two options on how to get your workbook into Power BI. Upload your workbook to Power BI: When you choose this option, your workbook will appear in Power BI just like it would in Excel Online. But, unlike Excel Online, you’ll have some great features to help you pin elements from your worksheets to dashboards. You can’t edit your workbook in when open in Power BI, but if you need to make some changes, you can select Edit, and then choose to edit your workbook in Excel Online or open it in Excel on your computer. Any changes you make are saved to the workbook on OneDrive. When you upload, no dataset is created in Power BI. Your workbook will appear in Reports, in your workspace navigation pane. Workbooks uploaded to Power BI have a special Excel icon, identifying them as Excel workbooks that have been uploaded. Choose this option if you only have data in worksheets, or you have PivotTables and Charts you want to see in Power BI. Using Upload from Publish to Power BI in Excel is pretty much the same as using Get Data > File > OneDrive for Business > Connect, Manage and View Excel in Power BI from Power BI in your browser. Export workbook data to Power BI: When you choose this option, any supported data in tables and/or a data model are exported into a new dataset in Power BI. If you have any Power View sheets, those will be re-created in Power BI as reports. You can continue editing your workbook. When your changes are saved, they’ll be synchronized with the dataset in Power BI, usually within about an hour. If you need more immediate gratification, you can just select Publish again, and your changes are exported right then and there. Any visualizations you have in reports and dashboards will be updated, too. Choose this option if you’ve used Get & Transform data or Power Pivot to load data into a data model, or if your workbook has Power View sheets with visualizations you want to see in Power BI. Using Export from Publish to Power BI in Excel is pretty much the same as using Get Data > File > OneDrive for Business > Export Excel data into Power BI from Power BI in your browser. Publishing: When you choose either option, Excel will sign in to Power BI with your current account, and then publish your workbook to your Power BI site. Keep an eye on the status bar in Excel. It shows how things are going. To keep the data live, save your workbook to OneDrive and create a ODataFeed connection. Visit this blog article for more information. Let us know if there is any issue while implementing or contact us.

Introduction: In this blog article, we will see how to resolve timeout error in D365 Operations. Refer below screenshot for error. This error occurs when a report is processing many records and takes too long to execute. A report processing times out in 10 minutes. Steps: To resolve the error, follow below steps, Go to Tmp Table and change its Table Type property to TempDB. Go to RDP class and extend the class from SrsReportDataProviderPreProcessTempDB Save, Build and Deploy the Report.

Overview: Welcome to this 2-part blog series on Data Export Service in Dynamics 365. This is an Add-on service made available as a Microsoft Dynamics 365 Online solution that adds ability to replicate D365 Online data to Azure SQL datastore in a customer based Azure subscription. Supported Target Destinations – Microsoft Azure SQL Database Microsoft Azure SQL Server on MS Azure Virtual Machine Data export initially synchronizes schema and data and thereafter, delta changes as they occur. Prerequisites: Your Dynamics 365 Online instance must be December 2016 update or higher Entities should be enabled for Change Tracking. Code is run in the context of a user with Sys Admin role. You’ll need to link your Office 365 to the Azure Subscription i.e. add the Office 365 tenant in the Active Directories of the Azure Subscription Azure SQL Database and user with correct permissions to be setup Install Data Export Service from the App Source from within your Dynamics 365 Dynamics 365: You can get this in the App Source of the Dynamics 365 and add it to your organization. On selecting the same, proceed with the Wizard by accepting terms and conditions And it will setup in the background Once completed, it will appear in the Settings area in Dynamics 365. Settings > Data Export 4. One successfully authenticating with Azure, you’ll see this disclaimer to which you have to click OK to proceed. Setup Azure SQL Database: To be able to run the test successfully, you’ll need to setup SQL Database on your Azure Customer Subscription. 1. I have the following SQL Server created in my Azure account. 2. And the following database created under it. To be able to do #3 below, you must do the following: The subscription must support the volume of data being replicated from your Dynamics 365 instance. Configure an Azure SQL Database server-level firewall rule using Azure Portal. Recommended to Allow access to azure services to be enabled. 3. And finally, connect my SQL to the database hosted on my Azure. Create Access Permissions for Users in SQL Open the Master Database and create a user for the user ‘dataexport1’ for the database. This user is then used in the Dynamics 365 Data Export Service to connect to the database Once done, use the below script to create the user in the created Azure SQL database We gave db_owner access to the user to provide full permissions. Link your Office 365 tenant to your Azure AD (if required) If your Office365 and Azure accounts are different, you can add the Office 365 in your Azure by doing the following: Navigate to Azure portal and then select Active Directory Then, click on + New from the bottom and chose Use existing directory as option and proceed. You’ll be logged out and asked to login again using the Office 365 credentials you want to add. Once signed in, the Office 365 tenant will be linked to your Azure Subscription and seen as below in the Active Directory area Now, what we’ve accomplished so far is – Adding Data Export Service to your D365 instance Setting up Azure SQL and connecting the same from your SQL Adding your O365 tenant to the Azure Subscription (option) In the next part, we will see – Creating Key Vault in Azure to store the connection strings to the Azure SQL Creating a Data Export Profile Testing out the functionality. Key benefits of using Data Export Service. Part 2 of this blog series will be out early next week.  

Yes, you heard it right, you can import Microsoft Excel Workbook to Power BI and show you selected section in you powered dashboards, let’s see how it works, as Microsoft Excel is one of the most widely used business applications around. It’s also one of the most common ways to get your data into Power BI. Requirement: Power BI supports importing or connecting to workbooks created in Excel 2007 and later. Workbooks must be saved as .xlsx or .xlsm file type and be under 1 GB. Raw Data Vs Range Tables: If your workbook has simple worksheets with ranges of data, to get the most out of your data in Power BI, be sure to format those ranges as tables. This way, when creating reports in Power BI, you’ll see named tables and columns in the Fields pane, making it much easier to visualize your data. Power View Sheets, Pivottables And Charts: How your PowerView sheets and PivotTables and charts appear, or not appear, in Power BI depends on where your workbook file is saved and how you choose to get it into Power BI. We’ll go into this more below. Data Types: Power BI supports the following data types: Whole Number, Decimal Number, Currency, Date, True/False, Text. Marking data as specific data types in Excel will improve the Power BI experience. Saving you Excel file local or OneDrive can make a difference: Local – If you save your workbook file to a local drive on your computer or another location in your organization, from Power BI you can load your file into Power BI. Your file will remain on your local drive, so the whole file isn’t really imported into Power BI. What really happens is a new dataset is created in Power BI and data and the data model (if any) from the workbook are loaded into the dataset. If your workbook has any Power View sheets, those will appear in your Power BI site under Reports. Excel 2016 also has the Publish feature (under the File menu) which is discussed in our other blog. OneDrive – Business – If you have OneDrive for Business and you sign into it with the same account you sign into Power BI with, this is by-far the most effective way to keep your work in Excel and your dataset, reports, and dashboards in Power BI in-sync. Because both Power BI and OneDrive are in the cloud, Power BI connects to your workbook file on OneDrive about every hour. If any changes are found, your dataset, reports, and dashboards are automatically updated in Power BI. Two Ways to Import Excel workbook: 1. OneDrive 2. Import Excel data into Power BI Import or connect to an Excel workbook from Power BI 1. In Power BI, in the navigation pane, click Get Data. 2. In Files, click Get. 3. Find your file. 4. If your workbook file is on OneDrive or SharePoint – Team Sites, choose Import or Connect. Open the workbook and select he section that you want to pin to Dashboards. Try this yourself, it’s an amazing feature and allows us to use the standalone data points to show in Dashboards when even required. Feel free to contact us in case of any issue.