Introduction: CRM SDK provides a data migration tool/application called “DataMigrationUtility” which allows simple data migration from one CRM environment to another CRM environment. Prerequisite: Microsoft Dynamics CRM. CRM SDK Purpose of the set up Our goal is to migrate accounts from one Online CRM environment to another CRM environment. Steps: Open CRM SDK folder and run ‘DataMigrationUtility’ application. Path: SDK\Tools\ConfigurationMigration Click on Create Schema. You’ll be asked to log in to your source CRM system. Select the solution, entity and fields. Then click ‘save and export’, this will save a XML schema file. To export data: select XML file created in the above steps and create a file to save the data (zip file); then click Exportdata. Click exit after successful export of data. To import data: Click on Import data and then continue. Login to your target system. Select Zip file which was created in the above steps. Click on Import data Error logs can be viewed from Logs stored.  

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. Generally, users spend lot of time in selecting each product and their variants for sales in Sales order. Dynamics 365 for operations gives option to select the product by category. Following is the process to select multiple products and their variants in a quick way: 1. Create a new Sales Order 2. Click on Add products in Sales Order Line 3.  A new form will open which is divided in to three parts Select category – To select the respective category Available Products – It shows all the products available in the selected category Add Selected products- The products which are selected for the Sales order 4.  Once the category is selected, select the product and click on Add variants to select the variants for that product. 5.  A new form will open listing all the variants for that product. The user can select all the variants by checking on Select all or can select specific variants and can put quantity. 6.  On clicking OK , all the products selected with their variants will come in the sales line. Conclusion : In this way the user can save lot of time in creating Sales order having multiple lines.

A blanket purchase order is  purchase agreement between the company and a vendor. It typically involves one item with multiple shipments at predetermined quantities, price and delivery dates. Scenario: Purchase person orders 1000 units of item that will be delivered 200 units for each week. Steps: 1) In the Search box, enter “blanket purchase orders”, and select the related link. 2) Click on new to create new blanket purchase order. 3) On the General FastTab, in the Buy-from Vendor No. field, select vendor 4) Keep the Order Date field blank. When the separate purchase orders are created from the blanket order, the program will set the order date of the purchase order equal to the current date. 5) On the Lines FastTab, in the Type field, select Item. 6) In the No. field, select item. 7) In the quantity field, specify quantity 200. 8) Specify date in Expected Receipt Date field. 9) Create four more lines and specify 200 quantity and expected receipt date in each line. 10) Now in Qty. to Receive field, keep the quantity of 200 for the first line and delete the quantity to receive in the other four lines. 11) On the Home tab, click Make Order. 12) Click Yes to create an order. 13) You will get message that states that a purchase order is created from the blanket order. 14) To open the purchase order, select the first line on Blanket order. 15) On the Lines FastTab, point to Line, then to Unposted Lines, and then click Orders. 16) On Home tab of the Purchase Lines page, click Show Document. Then the purchase order will appear. Conclusion: By using purchase agreement organization can buy a specified quantity, price, delivery dates by using multiple purchase orders over time.    

Dynamics 365 business central development is an ERP or Enterprise Resource Planning solution from Microsoft. It is undoubtedly one of the best in the market. A lot of Small and mid-sized companies are using this software to increase their efficiency and productivity of their teams.  It is easy to install and deploy this software. It is also quite affordable. The best part about it is that your employees can learn how to use it in a few days. Now, this is one of the key reasons why a lot of companies are happy to get this software. There are a lot of resources that are available to help people who are stuck with a problem to get over it quickly.  Introduction: This article is to import data from the Excel file into existing NAV table. This import matches the excel entries with the existing NAV table and modifies the records of the table on import of the excel file. To accomplish this, we create a report using Excel Buffer as the DataItem. Pre-requisites Microsoft Dynamics NAV 2017 Microsoft Excel. Steps: 1. Create a table with fields and populate it with data. 2. Create a excel file which you want to import. 3. A page is created with action button to Import data from excel. 4. A Report is created using Excel Buffer(table id 370) as a Data Item. The report property Processing Only is set to yes. Standard ‘ReadSheet’ function of the table Excel buffer is used to read the data from the Excel file. 5. A function is used to calculate the total number of rows and columns using Excel Buffer table. 6. On the PreReport function of the report we write the following code. 7. In the Insert Data function it initializes the table created in step 1,  sets the range from the matching fields and if found it inserts values in the table. 8. To open the Excel file and selection of sheet we write a code in the Request Page in  the Report. We use File Management codeunit to upload file. 9. Now run the page and click on the action Import then select the excel file. 10. The import is completed and we can view the modified changes on the page after the excel file import.

Introduction: In Microsoft Dynamics NAV, Lookup Form on a field corresponding to a particular selected option of another field can be displayed in the Request page of a report using C/AL code. In this article we are going to see the procedure with the code required to achieve the same. Pre-requisites: Microsoft Dynamics NAV 2017 Procedure: Step 1: Consider the below two fields which are created in the request page of a report i.e. ‘Bal. Account Type’ and ‘Bal. Account No’. Step 2: BalAccountType is a global C/AL variable of type option which has two options in OptionString property i.e. G/L Account and Bank Account. Condition: If G/L Account option is selected in the ‘Bal. Account Type’ field, then G/L Account List i.e. Page 18 should be displayed as a lookup form in the ‘Bal. Account No’ field. If Bank Account option is selected in the ‘Bal. Account Type’ field, then Bank Account List i.e. Page 371 should be displayed as a lookup form in the ‘Bal. Account No’ field. Step 3: Firstly in ‘SelectionFilterManagement’ i.e. Codeunit 46, create a function GetSelectionFilterForBankAccount(). In the above C/AL code, BankAccount is a global C/AL variable of type record ‘Bank Account’ i.e. Record 270. The local parameter of the function is: Return value of the function is: The variable of the function is: Step 4: Now, create a function ‘GetSelectionFilter()’ in ‘Bank Account List’ page. In the above C/AL code, BankAccountTable is a global C/AL variable of type record ‘Bank Account’ i.e. Record 270. The properties of the above function are as follows: The return value of the function is: Step 5: Create a function ‘GetSelectionFilter’ in ‘G/L Account List’ i.e. Page 18 In the above code, ‘GLAcc’ is a global C/AL variable of type record i.e. Record 15. The return value of the function is: The variables of the function are: Step 6: To display the lookup form based on the condition mentioned in step 2, C/AL code needs to be added in the OnLookup trigger of ‘Bal. Account No’ field. In the above code, ‘BankAccountNoList’ is a global C/AL variable of type Page ‘Bank Account List’ i.e. Page 371 and GLAccountPage is a global C/AL variable of type Page ‘G/L Account List’ i.e. Page 18. Following screenshots show the lookup form being displayed based on a option selected in another field: If G/L Account is selected in Bal. Account Type, the following lookup form i.e. ‘G/L Account List’ is displayed. If ‘Bank Account’ is selected in Bal. Account Type, the following lookup form i.e. ‘Bank Account List’ is displayed. Thus after completing the above mentioned steps, Lookup Form on a field corresponding to a particular condition of another field can be displayed in the Request page of the report.  

In this blog article, I will explain you that using Power BI, you can easily connect to your Salesforce.com account. Creating this connection and it will give list of Entity to choose for your dashboards. Below are the steps to connect over Salesforce Objects: Open Power BI Desktop tool and select Salesforce object from Get Data option. Once you select Salesforce objects it will ask for the selection of business account details, Select Production URL. Select sign in to initiate the login flow. So here you need to use your company production Salesforce account or you can use trial account for the same. Once you entered userid and Password click Allow so PowerBI can access your basic Salesforce information data. Select Required Entities tables from the List. Based on above list you need to select required Tables checkbox and load those entities inside of Power BI desktop tool Design Dashboard and Publish to PowerBI online account Once we load all entities inside of PowerBI desktop it gives facility to set relationship and define certain DAX function or Measures. Using all this tables we can design any kind of dashboard or report related to Salesforce data entities.  

Introduction: Microsoft introduced a cloud-based platform that works with Mobile Devices known as Microsoft Staff Hub. This platform enables workers and their Managers to manage, communicate and share content. Workers can ask for time off or swap and offer their shifts with their co- workers whereas Managers can send messages to one person or the entire team. Managers can also upload files and then workers can access that file within their Mobile Apps. Microsoft Staff hub is available for Office 365 Business Subscribers as a Web App for Managers and as a Mobile App for Employees/Workers supported on iOS and Android. Settings To start with Microsoft Staff Hub, the very first step is to activate the Staff Hub which can be done by Global Admin. Enabling Microsoft Staff Hub After Login, Admin can go to the mentioned URL https://staffhub.ms/admin and enable StaffHub. Self-Provision Accounts This setting enables the ability to create the new Office 365 accounts for desk-less workers. It adds the Security Group “DesklessWorkers” and creates an account in Azure Active Directory and provisions an Office 365 Group for every team that is created. Microsoft StaffHub Team members are added as members of Office 365 Group and the files and documents that are uploaded in Microsoft StaffHub Team are stored in Group SharePoint of that Team.     Employee Resources Admins can provide their desk-less workers with links to important internal resources or PowerApps i.e. the ones that are most often used by employees. You can enter max up to three links and can give corresponding Titles. Working: Create Schedule Managers can use Microsoft StaffHub to create Schedule, Manage Requests for Shift swaps or Time off and they can also share information with files across the team. With StaffHub, Managers can update shifts from week to week, by “Copy Last Schedule” button with different color labels and can update the notes in the shift that can be highlighted to the workers. Schedules can be viewed in Day, Week, Month, Today or we can just go to a specific day. Managers can add an employee in the schedule for a shift. They can set the start and end time. Managers can also assign a color or add notes to the shift. Custom Label can be used to display in the schedule. Raise Requests Employees can request to schedule changes in the shift using Microsoft StaffHub mobile app. The request is sent to Manager for approval and once approved it is automatically updated on the schedule. Employees can also offer to swap the shift i.e. to get the shift exchanged by some other co-worker. Workers can decline the request and approve the request. View Shifts Workers can view their shifts in a single view on their Mobile App. Conclusion Thus, Microsoft Staff Hub helps managers and workers understand and manage shifts and also allows the flexibility to swap their shifts with Manager’s Approval.

Dynamics 365 for finance and operations is one of the best ERP solutions that you find in the market. ERP is an acronym for Enterprise Resource Planning. It is a software that helps small and medium-sized companies to organize their work and to scale up high.  It is quite popular because there it has got some excellent features. For example, when you deploy this ERP software in your company. You get to enjoy things such as these: Feature Management Extensibility Enhancements An Option to Cancel Batch Job that is Running and so forth On top of it, it is quite affordable when you compare with the other Softwares that you find. Getting a solution to a problem is easy, as there are a lot of resources available online. Introduction: Two types of accounting for Purchase that take place when an accounting entry is generated for a product receipt or an invoice that contains stocked items. 1. Purchase order voucher entry after posting product receipt Accounting entry for the accrued liability Purchase expenditure, un-invoiced DR Purchase, accrual CR Accounting entry for the cost in inventory for the received quantity of the stocked item Cost of purchased materials received DR Purchase expenditure, un-invoiced CR 2. Purchase order voucher entry after posting product invoice Accounting entry on the product receipt for accrued liability are reversed. Purchase, accrual DR Purchase expenditure, un-invoiced CR Account entry liability for the vendor invoice. Purchase expenditure for product DR Vendor Balance CR Accounting entry on the product receipt that records the inventory cost is reversed. Purchase expenditure, un-invoiced DR Cost of purchased materials received CR Accounting entry to record the actual inventory cost. Cost of purchased materials invoiced DR Purchase expenditure for product CR Conclusion: Inventory value as well as Vendor balance will increase.

If you are planning to get Dynamics 365 for finance and operations, that is an excellent thing. It is wise to plan on getting it as soon as possible. It is an Enterprise Resource Planning (ERP) solution from Microsoft. Entrepreneurs that want their company to scale up high in a few years prefer to get this software.  It is apt for companies that are small and medium-sized. But, even large companies can use it to their benefit. While indeed, so many companies are creating ERP solutions. Nothing comes close to Dynamics 365.  The best part is that it is easy to install and configure than any other ERP solution you can find in the market. The pricing of this software is quite reasonable. Here is a solution to one of the common problems that you might face.  To account for salary payments and related transactions, you must import and post financial transactions made by payroll provider to the general ledger. The extension has been provided in Extension Market place for Importing of Ceridian Payroll Entries. The Ceridian Payroll extension allows you to import payroll transactions from the Ceridian HR/Payroll (US) and Ceridian PowerPay (Canada) services. Please find below the steps on how to install extension and import payroll entries in Financials: In the top right corner, choose theSearch for Page or Report icon, enter Extension, and then choose the related link. Click on Extension Marketplace. Select Ceridian Payroll from the list of apps. Click on Install Once it is installed user needs to logout of the Financials and log in to see the changes. Once the extension is installed the user can now import payroll entries into the system. To Import a file that is received from payroll provider user needs to map the external accounts in the payroll file and then open General Journal by searching in global search. In the General Journal, on the Action tab user needs to click on Import Payroll Transactions. Click on Next to proceed importing transaction. System will ask to provide the path of the file. Once the file is uploaded in the system User can post the general journal. Conclusion: The Ceridian payroll extension helps in reducing time and effort to create manual payroll entries in system and eliminates human error.

Scenario: CRM space is expensive, and often clients want alternatives to CRM storage for storing documents, images as these take up most of the space. Available solutions: SharePoint Online with Dynamics CRM OneDrive for Business with Dynamics CRM Currently, SharePoint document management is the preferred choice for most of the customers as alternative to storing email attachments and documents. Advantages of SharePoint: SharePoint storage cost is very small about $0.20 per GB/Month compared to CRM’s $9.99/GB/Month. So, CRM space is around 50 times costlier than SharePoint space. You can leverage SharePoint Document management features like: Full text Search Metadata sorting Revisions Enterprise grade security There are 2 ways to use SharePoint for document management with Dynamics: Use SharePoint Online Integration with Dynamics CRM. This is the ideal and efficient way to use SharePoint. You can see the steps for SharePoint online integration in one of our previous blogs: https://www.cloudfronts.com/enable-sharepoint-integration-and-onedrive-for-business-in-crm/ Use 3rd Party tools like Power Attachment, which will migrate your File attachments (notes) and Email attachments from CRM storage to Dynamics. More detail and pricing about Power attachments can found here: http://www.powerobjects.com/powerpacks/powerattachment/ 1st approach should be the preferred way for using SharePoint as it is free, and works well. But users complain about an extra step to navigate to attachments, in which case you can go for Approach 2. Alternative Solution: The drawback with using SharePoint is if you have requirement of migrating your documents from CRM storage (Notes Attachments and Email attachments), you need to use 3rd party paid tools like Power Attachment. Developing custom plugins to migrate documents to SharePoint is difficult in CRM online, since we cannot use External libraries in Sandbox plugin. Due to above 2 reason, we can use Azure Blob storage as a possible alternative for migrating CRM documents. What is Azure Blob storage: Massively-scalable object storage for unstructured data With exabytes of capacity and massive scalability, Azure Blob storage easily and cost-effectively stores from hundreds to billions of objects, in hot or cool tiers depending on how frequently data access is needed. Store any type of unstructured data—images, videos, audio, documents and more. Azure Blob Features: Easy to Use – Geo Redundancy Robust API access Very Cheap storage space: It costs about $0.03/ GB/ month- which is 6.5x less than SharePoint storage cost and 300x less than CRM storage cost. Learn more about pricing here: https://azure.microsoft.com/en-us/pricing/details/storage/blobs-general/ API Coding for CRUD Operations in Azure Blob: I have written a sample plugin which will migrate the CRM attachment to Azure blob, and save the Azure blob file link back in CRM. The plugin is registered on Annotation entity For this, I have used a RestHelper and BlobHelper utility code files, which have all the operations of (a) making a web request and (b) performing blob operations. The Helper files and the CRM plugin sample can be found in the below GitHub link:  https://github.com/somesh2207/CRMOnlineWithAzureBlob The plugin file is UploadDocumentToBlob.cs The below code from the plugin file takes the document from CRM and creates a blob using REST API: Entity entity = (Entity)context.InputParameters[“Target”]; string documentBlobURL = string.Empty; //// Optional condition to migrate attachments related to particular entity. //// If you want to migrate attachments for all entities, remove this CONDITION if (entity.Contains(“isdocument”) && entity.GetAttributeValue<bool>(“isdocument”) == true && entity.GetAttributeValue<string>(“objecttypecode”) == “account”) { string storageAccount = “<storageaccountname>”; string filename = entity.GetAttributeValue<string>(“filename”); string containerName = “<blobcontainername>”; string storageKey = “<blobstorage_accesskey>”; //// Read File string text = entity.GetAttributeValue<string>(“documentbody”); BlobHelper blobHelper = new BlobHelper(storageAccount, storageKey); bool isUploadSuccess = blobHelper.PutBlob(containerName, filename, text); //// Once blob upload is Success, get the Azure blob download-able URL of the uploaded File if (isUploadSuccess) documentBlobURL = string.Format(“https://{0}.blob.core.windows.net/{1}/{2}”, storageAccount, containerName, filename); }