Introduction: Zapier is an Integration tool which allows users to connect various Web Apps.  Zapier is used for simple small scale integration purpose. In this article, we will learn how to create a basic Zap (Integration Process) for Integrating Accounts from Salesforce to Microsoft Dynamics CRM. Pre-requisite: Salesforce Microsoft Dynamics 365 CRM Zapier Steps: Login in to your Zapier. First Step is to create connection for your Source and Target Systems. Click on ‘Connected Accounts’ Tab for creating Source and Target Connections. After selecting the connector, you will be prompted to enter credentials to connect to the systems.List of all the Connected systems/ Apps will be displayed under My Connected Accounts. You can Test, Reconnect or Disconnect the Connections.  Now Click on ‘Make Zap’ to create your new Zap i.e. Integration process definition. Choose the Trigger App. i.e. your Source. Here, we are using Salesforce as our Source. Choose Trigger. i.e. Select an event, based on which you want your Zap to execute. Here, Creation of new Account in Salesforce should execute the Zap; so, we have selected ‘New Account’ Select your Salesforce Connection. You Test your connection by clicking on ‘Fetch & Continue’. If the test is Successful, you can even view the record which is fetched by clicking on ‘view your account’ After setting up the trigger, we have to setup Action. Now, we have to select our target system. Here, we are Microsoft Dynamics CRM as our target. Choose an Action. i.e. Create or Update operation you want to perform on target. Here, we will select ‘Create Account’ since we want to create an Account in CRM which is integrated from Salesforce. Choose your Microsoft Dynamics CRM Connection. Now we have to Map fields of Source fields to Target fields. Click on  target field to get drop for list of source fields. Map all the required fields. After Mapping all the fields, press continue to Save the mappings. Then you can test the Mapping by clicking on ‘Create & Continue’. This step will create the new record in target per the Mapping and data that is fetched from Source in step 7. You can view the record created by clicking on ‘view your account’. You can click on button add more actions or Click on ‘Finish’ button Name your Zap and Turn it on.You are all set for Integration!!

Introduction: In Dynamics 365 Operation retail POS, we have different button on POS of different function. Some time we have a requirement from client he want some specific button on POS. In This blog I am going to show you how to add button on POS Screen. Follow the below steps. Step 1: Open the Dynamics 365 Operation. Step 2: Go to the Retail And Commerce > POS > Screen Layout Step 3: Once you click on it, list of screen layout will open. As per you Store Profile  select  layout. In this case my layout of  A2CP16:9C Step 4: We all Know that In dynamics 365 POS, there is different button grids, As per requirement we will add demo button in Shift and Drawer button. So select the button grids and click on designer button Step 5: Once I click on it. My button designer will Open. Step 6: Right click on the last button and click on Add row. In Row will be added. Right click on button and select Button property. And set the Property Step 7: Click on OK Button and close the designer. Go the Channel Database and Run the Job No. :- 1070. Conclusion: With the help of above steps, you can add, remove or create Customized button designer view for the MPOS and CPOS

In AX 2012, we had an option Personalize to view the form and form control layout; Form, DataSource and field details; Add and manage form design. In this blog article, we will see how we can find form and form control details in Dynamics 365 for Operations. In this blog we will view the Customer Name – form control details. 1. Go to Accounts Receivable -> All customers -> Right click on the ‘Name’ field. 2. Select Form Information -> Form Name 3. In Form Information go to Administration Fast Tab. You can find all details regarding form control – Customer name.

Problem Statement: In CRM, most organizations generally import products from other Source through Excel or other data import means. In general, we do not want to publish the product as soon as they are created because we need to set the price list and units before they are available anywhere in CRM. If there are many products, CRM does not allow to publish all the products at once. It becomes very painful to publish each and every product. This is unimaginable if the count is in thousands and more. See screenshot below which suggests I cannot see the Publish option if I select more than 2 products in the view: Solution: The best way to tackle this is: Create a Default Product Family (Dummy product family). Add all the products in the Dummy product Family. You can do this while importing products as well by setting the parent product as the Default Product Family. In case you already have a family and hierarchy, you can still follow this approach by setting the parent of root family as the Default Product Family. E.g. If you have products as the following defined hierarchy: Product Family A A1 A2  A3 A31 A32 Product Family B B1 B2 … In this case, you can set the parent of “Product Family A” as Default Product Family Once this is done, you can now import all the products, set up pricing and units as required. This is how your Hierarchy will look like in CRM: When all the products are ready, go to the Default Product Family A On the ribbon, Select Publish –> Publish Hierarchy This will publish all the products in the hierarchy. Since all your products are in the hierarchy of the “Default Product Family”, all the products will be published saving A LOT of Time. TAKE THAT CRM … You CANNOT SLOW US DOWN!!

Introduction: Best way to load data into CRM is excel/CSV.  But some time it happens that few records may not be imported into CRM. One of the error more frequently occurs is “a duplicate lookup reference was found”. Description: If you are importing data using CSV, you will find that this is simplest way of importing data into the CRM. But there are chances that while importing data you may receive error. One of them is “a duplicate lookup reference was found” looking at the error it says that you have more than 1 records with the same name while setting the look up. But if you will try to look for the duplicate record you would not be able to find record. As you can see in the below screen shot. It has two fields with the same display name, so if you will try to import the records in the CRM.  You will encounter the listed error. To resolve reported error, you need make sure that you have unique display name. Hope this blog helps you to import the records while importing the records.

Overview: O365 Message Encryption is a service based on Microsoft Azure Rights Management (Azure RMS). Once an RMS is setup, Email messages can be encrypted under certain rules set and provide the recipients with 2 options to read the encrypted email – By an OPT By signing into organization account. Pre-Requisites: Activate Azure RMS in Office 365. Setup Azure Rights Management for Exchange Online Setup transport rule to enforce message encryption in Exchange Online. Activate Azure Rights Management in Office 365: Following are the steps to enable Email Encryption. I’m going to enable encryption on one of my trial environments- Log in to Office 365 Admin Center as a Global Administrator Navigate to Settings section and then select Services and add-ins Then, look for Microsoft Azure Information Protection Open the same by clicking on the highlighted link as shown below On the rights management page, you’ll see the rights management is not activated and you’ll get an option to activate the same. Once you activate the same, it will be activated and you’ll see a page like this Here, Rights Management has been activated! Setup Azure Rights Management for Office 365 Email Encryption: Following steps are carried to setup Azure RMS for Email Message Encryption. Enter the following steps to authenticate and connect to the session. As shown above, enter the commandsSet-ExecutionPolicy RemoteSignedEnter Y/y when asked about changing the Execution Policy.Then, enter $cred = Get-CredentialThen, enter the admin credentials to your O365. 2. You’ll be authenticated, then enter the following commands$Session = New-PSSession -ConfigurationName Microsoft.Exchange -ConnectionUri https://outlook.office365.com/powershell-liveid/ -Credential $cred -Authentication Basic -AllowRedirection 3. Then, Import-PSSession $Session as shown below 4. Next step is to verify that IRM is not configured yet.   Get-IRMConfiguration 5. Now, configure with key-sharing location. For my North America environment, I’ll use the following –Set-IRMConfiguration -RMSOnlineKeySharingLocation https://sp-rms.na.aadrm.com/TenantManagement/ServicePartner.svc Here’s the list of key sharing locations depending where your tenant resides Location RMS key sharing location North America https://sp-rms.na.aadrm.com/TenantManagement/ServicePartner.svc European Union https://sp-rms.eu.aadrm.com/TenantManagement/ServicePartner.svc Asia https://sp-rms.ap.aadrm.com/TenantManagement/ServicePartner.svc South America https://sp-rms.sa.aadrm.com/TenantManagement/ServicePartner.svc Office 365 for Government https://sp-rms.govus.aadrm.com/TenantManagement/ServicePartner.svc1 6.  Import TPD i.e. Trusted Publishing Domain from RMS Online Import-RMSTrustedPublishingDomain -RMSOnline -name “RMS Online” 7. Now, test the successful setup of IRM in Exchange Online Test-IRMConfiguration -sender crmadmin@cft77.onmicrosoft.com (Enter your Admin username) 8. Enable InternalLicensing and test again Set-IRMConfiguration -InternalLicensingEnabled: $true And you’ll get the passed result. 9. Few more steps – Disable IRM templates in OWA and Outlook Set-IRMConfiguration -ClientAccessServerEnabled $false and Enable IRM for O365 Message Encryption Set-IRMConfiguration -InternalLicensingEnabled $true 10. Now, check the IRM Configuration Get-IRMConfiguration IRM is now setup! Configure Rules in Exchange Admin Center: Now, we will setup a very simple rule which where the Exchange will send out an encrypted email Navigate to Exchange Admin Center in O365 Under Mail Flow section, create the below rule And set the conditions as – If the sender is CRM Admin, encrypt the email. And then save. And try sending a sample email – The email will be received like this Download the HTML file and open the same. The HTML file will have the following options – Let’s say, I select OPT, I’ll get another email as this And I enter that OTP, I can then see the message And you have the encrypted message feature as shown above! Hope this was helpful!  

Introduction: With the help of XML port, it is possible to import and export data in Dynamics NAV. While exporting data to an Excel sheet, we always have a requirement to export data along with the column captions to an excel sheet. In this blog article, I will be explaining the procedure to achieve the same. Pre-requisite: Microsoft Dynamics NAV 2017 Procedure: Enter a node name. I have entered my node name as ‘Root’ with Node Type as ‘Element’ and Source Type as ‘Text’. For the caption names, first create a node with Node Type as ‘Element’ and Source Type as ‘Table’. Enter the Data Source as ‘Integer’ which is a virtual table in Dynamics NAV. Now enter a node name for your first caption name. In this example, I have entered ‘VINTitle’ as my first column caption name with Node Type as ‘Element’ and Source Type as ‘Text’. Go to C/AL code of ‘VINTitle’ which is my first node name and in ‘OnBeforePassVariable()’ write the code for the caption name that should appear in the Excel sheet when data is exported.This will display the name of the field which is entered in the table or you can also manually assign the name of the caption that should appear in the Excel sheet after exporting data as shown below. After the caption name is mentioned, now you have to enter the value which should be fetched from the table and appear in the Excel sheet. Enter the node name for your table with ‘Node Type’ as ‘Element’ and Source Type as ‘Table’. Enter your Data source. In this I have taken ‘Item’ as my Data source and the field ‘No.’ of Item table. Conclusion: After exporting data to an Excel sheet, the column captions appear in it along with the values of the column.  

Introduction: In this blog, we shall see how a user can install the ‘LinkedIn Sales Navigator’ on their MS D365 CRM online environment. Pre-Requisites: D365 CRM Online Environment MSDynamics 2016 and 365 Widget Rar File. Procedure: The following are the steps to Install the LinkedIn widget to Microsoft CRM D365 Step1: The user will have to download the zip folder from the following LinkedIn website link. Do not unzip the folder as we need to import the solution as it is to the D365 CRM Environment. For downloading the zip folder use the following link and save the zip folder to a particular folder. https://www.linkedin.com/help/sales-navigator/answer/78963 Click on the zip folder download link as shown in the above image. Step 2: Now the user will have to go D365 CRM and on the ribbon, go to Settings> Solutions as shown below On the solution page select ‘Import’ option Browse for the solution file that we had previously downloaded and click on ‘Open’ then ‘Next’ In the next window the user will get the information of the solution. The user can view the information by clicking on the ‘View solution package details’. Click on Next to proceed ahead. Note: User will have to check the ‘Enable any SDK message processing steps included in the solution’ if it is unchecked and click on the Import option A dialog box will pop up showing progress of the import. Once the importing has finished click ‘Next’. A summary window will display all the imported components, indicating the solution import. Step 3: The last step of the installation process is to assign all users a ‘LinkedIn Configuration’ security role to give them access to the integration. In the All Areas drop down, navigate to Settings > Security and click on Users. Select all the required users to whom you want to provide the LinkedIn widget access and click on ‘Manage Roles’ at the top. A dialog box will pop up as shown below and check ‘LinkedIn Configuration’ and click OK. The user has finished importing and configuring the LinkedIn for Microsoft Dynamics CRM online solution. Conclusion: Thus, we have seen how can a user successfully configure the ‘LinkedIn Sales Navigator’ widget for MS D365 CRM Online Environment.

Introduction: There can be requirements to delete the components from the managed solution. Neither directly deleting the components from managed solution works nor deleting the field from unmanaged solution and migrating as managed solution to target environment works. We can make use of OOB feature of solution management. OOB feature used is Clone the solution. The version of the solution will be upgraded when we clone the solution. Steps: Steps to be followed are given below: Delete the components from your unmanaged solution that are not required or replaced. Make note of Version Number and click on Clone Solution. You can check the Version Number. It is increased by 1 count. Click on Save Version of the unmanaged solution will be changed Export the solution as managed and import on the target environment While importing this solution, make sure that you checked “Stage for Upgrade” When solution import completes, you can see “Apply Solution Upgrade” option. After applying solution upgrade, two difference can be seen in already installed managed solution on target environment. Version changed to 1.1.0.0 The component deleted in unmanaged solution will also be deleted in managed solution Conclusion: Thus, managed components can be deleted using OOB feature.

Introduction: This article focuses on how to create a Role center page and assign the role to a user as a user profile. The requirement was such that the user needs a Role center for the HR where the HR can view the Active, Inactive and Terminated employees and can also view the List of employees, Leave application list etc. Pre-requisites: Microsoft Dynamics NAV 2017 Steps: 1. Create a query with Data Source as Employee Table, create a filter field Status, here status is a option field which has three options -Active, Inative and Terminated.Create a column field and set Method type as Totals  and Method as Count. 2. Create a table with name e.g. HR Cue table. Here set the fields FieldClass to Flowfield and CalcFormula to Count. 3. Create a global function CountOrders and define the query in the variables. Here in the function, depending on the field number selected, it calls the query and sets the status to it. 4. To display Cues on the Role centre, we need to create a Page with Group subtype as CueGroup. 5. Use CueSetup codeunit for setting up cues and create an action Setup Cues. Create a local function CalculateCueFieldValues which checks if the field is active then it calls the global function CountOrders of HR Cue Page. 6. Create a Control Action as New Employee and set RunPageMode to Create and Run Object to Page Employee card. On running the cue Page 7. Create a new page for the Role Center with container subtype RoleCenterArea. 8. In Action Container subtype create HomeItems and add Action List. 9. In the Windows client, create a new Profile HR 10. Browse to the User personalization in the search bar in windows client , select the user HR and assign the HR Profile to it. 11. Log in to the Windows client/Web client.