In this blog article, I will explain you how to develop and deploy an OLAP Cube. This article is help to learn creation of OLAP Cube in SSAS. An OLAP cube is a technology that stores data in an optimized way to provide a quick response to various types of complex queries by using dimensions and measures. Step 1: Start Analysis Project Click on File -> New -> Project -> Business Intelligence -> Select Analysis Service -> Analysis Services Multidimensional and Data Mining -> specify name for the project -> click Ok. Step 2: Creating Data Source In Solution Explorer, right click on Data Source -> Click on New Data Source -> click Next -> click on New button. For Creating a new connection: 1)  Specify Your SQL Server Name 2)  Select the log on option 3)  Select the database name from the server Then click on Next -> Next -> Assign name for Data Source  -> Finish. Step 3: Creating Data Source View In the Solution Explorer, Right Click on Data Source View -> Click on New Data Source View -> Select Relational Data Source which we have created in Step 2. -> Click on Next. First move your Fact Table to the right side to include in object list. Select Fact Table in Right Pane (Fact product Sales) -> Click On Add Related Tables Then click on Next -> Finish Data Source View is ready. Step 4: Creating New Cube In Solution Explorer -> Right Click on Cube-> Click New Cube -> Click on Next -> click on Use existing tables -> Next. Select Fact Table Name from Measure Group Tables -> Click Next. Choose Measures from the List which you want to place in your Cube -> Click Next Then click Next -> Next -> Assign Cube name -> Finish. Your Cube is ready and you can see the newly created Cube and dimensions added in solution explorer. Step 5: Deploy the Cube In Solution Explorer, right click on Project Name -> Click Properties. Specify the target Server name and server mode. In Solution Explorer, right click on Project Name -> Click Deploy Once Deployment will finish, you can see the message Deployment Completed in deployment Properties.  

Dynamics 365 for finance and operations is an ERP system built and designed to match your business needs in this modern day business scenario. Elements are currently as much a business system as it is innovation deliverable, some portion of a bigger biological system where data pulled from unique channels, (for example, social, IoT, and Office) is caught, investigated, and spread so as to help explicit business objectives. Make planning simpler by giving your spending chiefs simple to-utilize apparatuses. A wizard causes them to make spending plan worksheet formats for Microsoft Excel.  This cloud-based ERP framework gives the pertinent data you have to convey vital, information-driven bits of knowledge to key divisions. Additional quick monetary bits of knowledge drive corporate procedure and development, declining obligation through effective assortment of the board. Introduction: Blow blog, describe you about how to create,  modify Receipts, invoice, Order summery report and rest of other document for MPOS and CPOS. You can create multiple receipts with different layout for single entity. Let begin with this Exercise. Step 1:- Go to the Retail and commerce > Channel setup > POS setup > POS > Receipt formats. Step 2 :- Select Receipt format 1 and click on design button. Once you click on Design button browser will ask to Open  Microsoft.Dynamics.Retail.RetailDesigner Host.application Click on Open Button. And sign in Dynamics Workflow Editor. Step 3:- Designer window is look like below screen shot. Step 4 :- In Designer window you can able to see Form Information. Form ID :- ID of receipts  , Form Name :- Name of Form , Form Description :- Description of From. Step 5:- On Left Side, you can able to view Header, Line, Footer. In Header you can click on drag  listed element in design work space. For E.g. Store ID, Staff Name, Receipts No. Transaction ID.  Header element will print on top of the receipts and will print only at once. Step 6:- In Lines, you can click on drag  listed element in design work space. For E.g. Product ID, Description, Unit Price, quantity.  Line element will print on middle  of the receipts. Step 7:- In footer, you can click on drag  listed element in design work space. For E.g. Total, TAX Amount, Tender Name .  Footer element will print on bottom  of the receipts. Step 8:- Object Information is used to set property of Element of Header, Lines and footer which is Align – Set the alignment of the field to either Left or Right. Fill char – Specify the white space character. By default, an empty space is used, but you can enter any character. Prefix – Enter the value that appears at the beginning of the field. This setting applies only to the Lines section of the layout. Characters – Specify the maximum number of characters that the field can contain if the element contains a variable. If the text in the field is longer than the number of character that you specify, the text is truncated to fit the field. Variable – This check box is selected automatically if the element contains a variable and can’t be customized. Font type – Set the font style to either Normal or Bold. Bold letters use two times as much space as normal letters. Therefore, some characters might be truncated. Delete – Click this button to remove the selected part from the form layout. Step 9:- Click on Save button. You receipt Layout will be save. Conclusion: Follow this steps to Create or modify receipts layout which is used in CPOS and MPOS.

Introduction: In this blog, we are going to discuss the new feature of Dynamics 365 for form and field Notifications. The new method basically provides similar functionality like recommendation action in Business Rule. Method: addNotification This method displays an error or recommendation notification for a control. Based on the notification option selected specify actions. On Dynamics 365 mobile clients, tapping on the icon will display the messages you specified and two standard buttons: Apply and Dismiss. Clicking Apply executes the action you define; clicking Dismiss closes the notification message. Note: Setting an error notification on the control will block the saving of the form, setting a recommendation notification will not block the saving. By default, the notification level is set as ERROR if not specified. Arguments: Messages- (Array) The message that we want to display to user Notification Level- (String) Specifies if we want to display error or recommendation Unique ID- (String) Unique ID for notification Actions-(Array of Objects) Corresponding actions for the message Let’s implement a simple scenario. Based on the account type selected, the ticker symbol will be populated. If the account type is “Channel Partner User” than set the ticker symbol as “CPU” We can create a web resource and use following code: var AddTickerSymbolRecommendation = function () { var typeOfAccount = Xrm.Page.getControl(‘xcd_typeofaccount’); var typeOfAccountValue = Xrm.Page.getAttribute(‘xcd_typeofaccount’).getValue(); var tickerSymbol = Xrm.Page.data.entity.attributes.get(‘tickersymbol’); if (typeOfAccountValue == 1 && tickerSymbol.getValue() != “CPU”) { var actionsCol = { message: ‘Set the Ticker Symbol to CPU? ‘, actions: null }; actionsCol.actions = [function () { tickerSymbol.setValue(“CPU”); typeOfAccount.clearNotification(“2002”); }]; typeOfAccount.addNotification({ messages: [“Set Ticker Symbol”], notificationLevel: “RECOMMENDATION”, uniqueId: ‘2002’, actions: [actionsCol] }); } } Bind this code on change of Account type field. When user selects Channel Partner User it will show an information icon like following: When you click on the recommendation icon, you get a pop up to select Apply or Dismiss: When you click Apply respective actions are performed:

Now, it’s possible to make your CRM views visually more informative. This is a cool new feature which is in preview for Dynamics 365 for December 2016 release. You can now add custom icon with tooltip text to display a column based on the column value. First thing need to be done to achieve this is – upload the custom icons as web resources in your Dynamics 365. Then, use these icons using JavaScript web resources. Adding JavaScript code The following 2 new attributes have been added to layoutxml of savedquery – imageproviderwebresource imageproviderfuntionname The JavaScript code gets executed when the page loads. Following is how you can add Icons to the columns: In this example, I will add 3 types of images to the Open Opportunity View and based on whether the Opportunity is Hot, Warm or Cold, I’ll display a different emoji representing each. 1. Take 16×16 images and upload them as Web Resource in Dynamics 365. In my example, I’m using a “happy” and “sad” emoji to represent if the Opportunity is Hot or Cold. 2. Create a new Web Resource of type JavaScript to handle these icons when the Opportunity is either Cold, Warm or Hot. In the above code, row object and the User’s LCID is passed as parameters. I’m selecting the image to be displayed (Web Resource names of the images in D365) based on the value in str.opportunityratingcode_Value.  3. Once I have this code ready, I’ll import this JS as a Web Resource in D365. 4. I’ll navigate to the view I want to add this functionality to and double click the column to edit the property of the column as shown below: 5. In the above example, I’m selecting my JS Web Resource new_IconInCols and the function as displayIconTooltip. 6. Once everything is set, I’ll publish all the changes and refresh my view with relevant data. 7. Finally, my data looks like this on the View: Hot = Happy Warm = Neutral Cold = Sad 8. Also, if you hover over the icon itself, you’ll see what tooltip it has – Hope this was helpful!

In this blog, we shall see how can a user uninstall the ADX Portals from Microsoft Dynamics CRM Online and what are the various that a user might face while uninstalling the Adxstudio solutions from CRM before installing the new CRM Portals. Pre-Requisites: D365 CRM Portals D365 CRM Environment How to Uninstall the ADX Portals: According to ADX Studio the following is the procedure to uninstall ADX Portals from the CRM Environment: “The process of uninstalling the solutions is to delete the solutions in the reverse order they were installed. If customizations have been made that depend on any of the components in Adxstudio solutions, those customizations must be undone before a delete will be successful. Delete any suplementary Adxstudio solutions such as Adxstudio Forums, Adxstudio Ideas, etc. that may have been installed. Then delete Adxstudio Portals solution, then delete Adxstudio Portals Dependencies solution.” Process: Step 1: The user will have to go Settings in the ‘All Select Area’ and click on Solutions option. Step 2: The user will have to make a list of the Adxstudio solution that are present in the CRM Solution list. *Note: The solutions are already arranged in the grid view in descending order of their installation. The user must uninstall in that order only (with Adxstudio installer to be the last solution to be installed). The following below is the list of solution in the descending order of their uninstallation. *Note: The following list may/may not contain all the solution components of Adxstudio but consists of most of the solutions that are used in ADX Portals. Sr. No. Solution Name Display Name 1. AdxstudioIssuesWorkflows Adxstudio Issues Workflows 2. AdxstudioIssues Adxstudio Issues 3. AdxstudioIdeasWorkflows Adxstudio Ideas Workflows 4. AdxstudioIdeas Adxstudio Ideas 6. AdxstudioBadges AdxstudioBadges 7. AdxstudioCareersWorkflows Adxstudio Careers Workflows 8. AdxstudioCareers Adxstudio Careers 9. AdxstudioBlogs Adxstudio Blogs 10. AdxstudioIdentityWorkflows Adxstudio Identity Workflows 11. AdxstudioPortalsWorkflows Adxstudio Portals Base Work 12. CustomerServiceSurvey Customer Service Survey 13. AdxstudioHelpDeskWorkflows Adxstudio Help Desk Workflows 14. AdxstudioHelpDesk Adxstudio Help Desk 15. AdxstudioCommerce Adxstudio Commerce 16. AdxstudioForumWorkflows Adxstudio Forum Workflows 17. AdxstudioForums Adxstudio Forums 18. AdxstudioEventManagement Adxstudio Event Management 19. AdxstudioWebForms Adxstudio Web Forms 20. AdxstudioIdentity Adxstudio Identity 21. AdxstudioPortals Adxstudio Portals Base 22. AdxstudioPortalsDependencies Adxstudio Portals Dependencies 23. AdxstudioCRM2011ProductivityPack Adxstudio CRM 2011 Productivity Pack 24. AdxstudioInstaller Adxstudio Installer Step 3: Once all the solutions of ADX Portal are deleted or uninstalled from CRM Environment the user can then configure a new portal for the same CRM Environment. Problems Faced while Uninstalling/ Deleting solutions of ADX Portal The user might face many difficulties while uninstalling / deleting solutions from the CRM environment. One of the major problems which users mostly face is “Solution having other internal Dependencies” which prevents the solution from being uninstalled. In the below example we will try to uninstall the “Adxstudio Portal Base” solution from the CRM Online environment. Step 1: Select the ADX Portal solution that you want to delete from the system, in this case it is “Adxstudio Portal Base” solution. Step 2: On clicking the delete command the following dialog box will appear click on OK to proceed. Mostly the following error message appears as shown below(i.e. the error message pops up cause the solution that the user is trying to delete has internal dependencies), the user will have to click on ‘Details’ to view the list of dependencies. Fig 3.1 Pop up dialog to Uninstall the solution. Fig 3.2 Error message that solution cannot be deleted Fig 3.3 List of Dependency Details which are preventing the solution from being uninstalled. Step 3: The user has now the list of dependencies due to which the solution cannot be uninstalled from the CRM Environment. The user has to remove/delete the dependencies in order to uninstall the solution. If the user is able to remove the dependencies the user can proceed to uninstall the solutions. Issue Faced: Most of the times the dependencies cannot be deleted which in return causes the solution from being uninstalled from which in return causes the ADX Portal from not being uninstalled. The following are possible ways of dealing with the issue faced: Mostly the users will have to leave the solutions that aren’t being uninstalled as residual solutions and try provisioning the new CRM Portal. Else will have to wait for Microsoft to fix the following issue of not being able to uninstall the residual solution in their future updates on Portals. Conclusion: Dependencies in the Adxstudio solutions can cause the ADX Portal solution from not being uninstalled. In this case the user can try installing the CRM Portal leaving the uninstalled solutions as ‘Residual solution’. Waiting for the following issue to be fixed in further updates on portals from Microsoft.

Recently while connecting to Dynamics 365 Operations STAGE environment through TIBCO Cloud Integration, we got authentication error of AADSTS65001. In this article, we will discuss how to resolve this authentication issue. Error details: Connection test failed: Verify that the associated connection information is valid and that you have access to this OData service. The following exception message was returned from the OData service: AADSTS65001: The user or administrator has not consented to use the application with ID ‘********-****-****-****-************’. Send an interactive authorization request for this user and resource. Trace ID: af595cf2-0b8c-4cd7-ae28-c56e18031300 Correlation ID: e1d5cece-89d1-4fda-a954-39f740c0cb4f Timestamp: 2017-04-05 08:38:45Z Solution: In Azure Active Directory, for connecting to Dynamics 365 Operations through SCRIBE we create a Native Application and use its Application ID and Redirect URI as Client Id and Authentication URL respectively in SCRIBE. TIBCO Cloud Integration Microsoft Dynamics 365 Operations Connector: AZURE Application Registration: In an Azure Active Directory, we had two Application (one Native and one Web app/API) pointing to same Dynamics 365 Operations STAGE environment; which was creating an authentication conflict. So, we changed the App ID URI in Web app/API Application. In our case, we appended /1234 in the App ID URI. After the modification, the authentication was successful. We were able to connect Dynamics 365 Operations STAGE through Scribe using the Native App’s Application ID and Reply URI.

One of the most dynamic and popular ERP systems among mid-sized organisations is microsoft dynamics nav integration. This is popular for its easy installation and super easy and understandable interface which literally anybody could learn within no time. It is the most needed system for the retailers where it controls your financials, supply chain, business intelligence and much more.  As retailers grow though. the need for integrating their NAV ERP becomes evident. Your ERP isn’t the only system needed to run your operations. Retailers must share the same data between their POS, eCommerce, marketplace, 3PLs, and other important systems. Integrating Microsoft NAV with other retail systems is no small task. To get you started, we put together this beginner’s guide so you can learn all the basics when considering integration. Introduction: Automated Clearing House (ACH) payments to vendors can be done through Microsoft Dynamics NAV. To do ACH payments, setup is required to be performed basically in four areas: Company information, Bank Account card, Vendor card and Vendor bank account. Pre-requisite: Microsoft Dynamics NAV 2017 (North America NA version) Purpose: In this blog, I will be covering the setups required to perform ACH payments to vendor bank accounts in NAV. Procedure: Step 1: Navigate to Company information card and enter Federal ID No. Step 2: Navigate to Bank Accounts and select the bank from which payment will be done to the vendor. Enter following fields in the bank account card 1. Bank Branch Number 2. Bank Account Number 3. Last Remittance Advice No. 4. Export format: Select from given three options i.e. US, CA (Canada), MX (Mexico) 5. E-pay Export File Path: Enter the path where you want the export file to be saved which will be transmitted to the bank. End the file path name with ‘\’ 6. Last E-Pay Export File Name: Enter a name of the file with numeric value as the last digit to the right and the extension. The first file name which will be saved will be incremented by 1. 7. E-Pay Trans. Program Path: Enter the path of the transmit folder. When user selects transmit in payment journal, NAV moves the file formed in Export folder to Transmit folder. End the file path name with ‘\’ 8. Transit No.: Enter the Transit number of the bank which is the bank’s routing number. Step 3: Navigate to the Vendor card and perform the following steps. I have created a new payment method code i.e ‘ACH’ so that it is easy to differentiate vendors that use ACH as their method of payment from vendors that accept checks. Select ‘ACH’ as the payment method code. Now, navigate to the Vendor’s bank account. Enter following fields in vendor’s bank account. 1.  Vendor’s bank branch no. 2.  Vendor’s bank account no. 3.  Vendor’s bank transit no. Select the ‘Use for Electronic Payments’ checkbox to enable ACH payments for this vendor. After filling in these fields, select the preferred bank account code in the vendor card. The above mentioned steps are the setups required to perform ACH payments to vendors in NAV. I will be covering the procedure required to export and transmit the payment file which is generated while doing ACH payment to vendors in my next blog.

Introduction We already saw how to use Pen/ Signature control in Dynamics CRM in the previous blog: https://www.cloudfronts.com/adding-signature-control-mobile-tablets-dynamics-crm/ In this blog, we will see how to generate an image of the pen control data and store in Record as an attachment. Steps As we saw in the previous blog, the signature captured from phone is stored as a multi-line text field in Dynamics CRM record. And we cannot see the signature image in web browser. Now it will be a common scenario where the Users will need to see the Signature image in browser as well. This is how data is captured on Web browser. We need to write custom code which will: Read this data Convert the data to an image Store the converted image as an attachment in the CRM record For this I, have written a generic plugin which will do the above actions. You can see the core plugin code with comments below. I have also added the plugin to Github for reference: Github Link //// The plugin is registered on the Post Update on “Customer Approval” field on Opportunity. Entity entity = (Entity)context.InputParameters[“Target”];   //// The field which stores the data for Signature   string signatureFieldName = “new_customerapproval”;   if (entity.Contains(signatureFieldName))   {       string encodedData = entity.GetAttributeValue<string>(signatureFieldName);                         //// Remove the additional Metadata from the text generated.       int startIndex = encodedData.IndexOf(“base64,”) + 7;       encodedData = encodedData.Substring(startIndex, encodedData.Length – startIndex);       tracer.Trace(encodedData);       string contentType = “image/png”;       Entity Annotation = new Entity(“annotation”);       Annotation.Attributes[“objectid”] = new EntityReference(entity.LogicalName, entity.Id);       Annotation.Attributes[“objecttypecode”] = entity.LogicalName;       Annotation.Attributes[“subject”] = “Customer Signature”; //// You can have any subject as required.       Annotation.Attributes[“documentbody”] = encodedData;       Annotation.Attributes[“mimetype”] = contentType;       Annotation.Attributes[“notetext”] = “Customer Signature Attached”; //// Again, add any note text as needed       Annotation.Attributes[“filename”] = “Customer Approval Signature.png”; //// OR Any name as required       Guid annotation = service.Create(Annotation);  } This plugin should be registered on update of the Signature control field. In this case, it is “Customer Approval”. It is preferable to have the step run asynchronously. We can now see the attachment on the record.   If you have any issues or need more information, please post in the comments section below.

Introduction In this blog article, we will see how to resolve the below error while creating a record in Sales Line in AX 2012. Solution: This error causes because Sales Line has a primary index set as InventTransId and the value for it is not being generated while inserting a new record in Salesline. 1. Go to Inventory Management -> Setup -> Inventory Management Parameters -> Go to Number Sequence tab 2. Select Lot Id -> Right click -> Select View Details 3. In the General Tab -> Uncheck the manual checkbox.   OR   This error can also be caused because there exist unused Number Sequence list. 1. Go to Accounts Receivable -> Setup -> Accounts Receivable Parameters -> Go to Number Sequence Tab 2. Select Sales order -> Right click -> Select View Details 3. On Action Pane Select Manual Clean up -> Select current Tab. 4. On Number Sequence Form -> Select Cleanup 5. Click OK.

Introduction: Recently, I had encountered an issue with embedded images in a report. I had one image in two format, i.e. PNG and JPG. In the report viewer, both the image format was working fine; but when I saved the report in PDF format, PNG image was properly displayed and JPG image was distorted. In this article, we are going to discuss how to resolve the issue of distorted image in PDF. Images in Report Viewer: Images in PDF: Resolution: 1. Check JPG Image properties: Images with following properties do not render correctly: Image with CMYK Colorspace or Image with extended color profiles or Both For more reference, Click here Check Extended color Profiles Photoshop CC: Open the JPG file in Photoshop and it will tell you if the color profile is missing or does not match your working profile. Jeffery’s Image Metadata viewer: Open link: Jeffery’s Image Metadata. Choose your JPG Image file and click on View Data. Check Color Embedding. (Here, unrecognized embedded color profile) Check Image Colorspace Photoshop CC:  Open the JPG file in Photoshop, you can see the image properties in the Name Tab. (Here,CMYK/8) Jeffery’s Image Metadata viewer: Open link: Jeffery’s Image Metadata Choose your JPG Image file and click on View Data. 2. Change JPG Image Properties: Remove Extended color Profile: Open the JPG file in Photoshop. Navigate to EDIT→Assign Profile→Don’t color Manage this Document. Change Image Colorspace: Open the JPG file in Photoshop. Navigate to IMAGE→MODE→ RGB Color Results: After the change in image properties the JPG Image will be properly rendered in a PDF.