Today I will be explaining about the new design of Import/Export feature in Dynamics CRM. Also I will introduce you with Immersive Excel Experience released in Update 1 of CRM 2015. Challenges in old design Before introducing to new enhancements in Import/Export design of CRM 2015, we will go through challenges users are facing in old design. Below is the list of the same. When users export any view from CRM, the file is downloaded either in xls or xml format. Hence, when users open the file in an Excel, a warning message pops up every time. When users export any view from CRM, the data from all the columns are treated as Text columns, i.e. irrespective of your CRM column type (Decimal, Whole Number, Currency, Date & Time) all data is considered as Text. Leading zeros disappear in exported data i.e. if your data any number starting with 0, those zeros don’t appear in Excel. This could represent incorrect data for e.g. if your Order number is 0021578, then in Excel it will show as 21578 which could mislead to users analyzing the data. Composite columns are downloaded as multiple columns in exported data i.e. Full Name column of Contact entity is exported in 3 columns (first name, middle name & last name). Whenever users click Export button in CRM, an Export wizard pops up with options like whether to export records from current page or all pages of view and whether the exported data should be in re-importable format or not. This is an unnecessary step users have to perform for sample data export as well. Enhancements in Import/Export capabilities Microsoft has released plenty of features in this release by overcoming above challenges. Below are the enhancements: One click export – The wizard is gone. Now users just have to click on Export option and CRM exports all records from all the pages. The data is always exported in re-importable format. Also, the file is downloaded in XLSX format. Warning message is gone – As the downloaded file is in XLSX format, the warning message is gone. Data format is retained in exported data – Now, export features read configuration from CRM views and metadata and the data format is retained in exported Excel. Also the exported data is represented as Excel Table and width of the columns are also retained in downloaded file. As shown in above image, the exported data format is retained in the Excel file. CRM uses display names of exported file for mapping purpose while re-importing the data back into CRM. Hence it is always recommended to keep the column names unchanged. Below table shows how CRM data is represented in Excel: Maximum record limit is 100000 – Microsoft has increased limit on number of records that can be exported in Excel file. It has been increased from 10K to 100K. Also now file size limit to upload data in CRM is increased to 32 MB. Users can export Calculated/Roll up fields in Excel. Note: Users can edit these fields in Excel file locally, but the changes cannot be imported back into the CRM. Introducing Immersive Excel Experience In this release, Microsoft has integrated Excel Online capabilities in CRM. It allows users to work on data without moving away from CRM. Below are the features of Immersive Excel capabilities: Ad hoc analysis – As Excel Online is integrated into CRM, users don’t have to move away from CRM. Users can open any public/personal view in Excel Online and take benefits of Excel Online capabilities to work on CRM data. Bulk Edit is possible – Excel Online integration allows users to modify the data right within the CRM and send the data for bulk update. This process runs asynchronously and users can see the import status in logs under Settings -> Data Management -> Imports. In above image, you can see an option to save data into CRM. Also the data is opened in Excel Online right within the CRM. As now users can open data in Excel Online, and also data can be updated within the same, need of any third party Inline Editable Grids is gone. Limitations in Immersive Excel Capabilities As Microsoft has integrated Excel Online in this release, there are few limitations which need to be considered. I have listed below the same: It is available only for CRM Online versions. Due to technical limitations, ‘Save As’ option does not work in Excel Online. It only works in web browser. It will not work in Outlook for CRM and tablets. To take advantage of this feature, views must be saved in CRM. It will not work in Advanced Find views.Note: If you have any advance find views and you want to use this feature, you can save the view as a personal view and then use this feature. This feature is not available for sub grids. The threshold value to refresh Excel Online file (generated in CRM) is set to 5 minutes. i.e. after every 5 minutes the file will be refreshed automatically and hence it is always recommended to save your changes periodically in CRM before this limit is exceeded.

Note:  This article assumes experience on Scribe Insight for Data Integration/Migration and understanding of CRM Online Activities like Email, Letter, phone Call etc. have Attributes of type Party List that have to be set up using Activity Party entity as the source and destination. Steps for filtering Activity Party: Select Primary data object as Activity Party and Parent data object as ‘Activity Pointer’ The Required (Inner Join) should be checked. For details on Activity Pointer entity, kindly refer the below link: https://msdn.microsoft.com/en-us/library/gg327870.aspx Now in filters, we can add a condition based on Activity type Codes E.g.: 4210 for Phone Call Refer the below link for more information on Activity type Codes https://msdn.microsoft.com/en-in/library/bb887791.aspx In this way we can simultaneously run packages for Activity Parties for all the Activities by filtering them.

In this blog, we will learn how to use Role based forms in Dynamics CRM and the best practices that should be followed when using Role based forms. What are Role Based forms Microsoft Dynamics CRM allows configuration of security roles in Entity forms. It is quite a common requirement for organizations where they want users of two different security roles to see different fields and sections. For ex, a Sales person would want to see only the Sales details on the form and a CEO/ Director wants more details in the form. Also, there is a possibility that there are 2 product lines which have different set of fields for the same entity. Alternative approaches From the above requirements, most users will think that the above can be achieved using form customizations or JavaScript on the form. While this is true, this approach is not a feasible one when the 2 versions of form which we create are a lot different from one another. JavaScript should be used when there are only few fields which we need to show/ hide on the form based on Security Roles. How to enable/ implement Role based forms Using/ enabling security roles in forms is very straight forward, but we have to be careful to set/ remove the roles carefully for each form. I have created two contact forms as below. As you can also see, there is a button on the top of Form section “Enable Security Roles” which we will use to configure form security By default, both forms are accessible to all the security roles. We will now change the security roles for each of the form For “Contact Form”, we will provide access to only CEO – Business Manager, CSR Manager and Marketing Manager. So Users with roles other than these will not be able to access this form. And similarly I will configure the security roles for the “Contact v2” form. We will assign roles Salesperson and Marketing professional for this form. So we have now created 2 forms which users with different security roles will access. But there are few OTHER things which we need to address before we complete this entire process Things to consider When we implement Role based forms, the following questions pop up in our mind, for which I have also mentioned the solutions Q1. What if the User has 2 security roles and thus have access to both the forms? A: The User will see both the forms and there is an option for user to choose one of the forms in the Top left corner. Refer screenshot below: The answer to Q1 will pop up another question: Q2. If the user has access to two forms, which form will be visible by default to the User? A: There are 2 parts: User access the Entity form for the very first time When a User access the entity form for the very first time, the default form which User will see will depend upon the Form Ordering. This can be checked in Entity customizations like below: Navigate to Form Order à Main form set When User changes the Form from the Dropdown Whenever user changes the Form from the Dropdown, CRM stores the user preference. So when the user logs in next time or navigate to the same entity form next time, CRM shows the form that the user has used previously and will ignore Form ordering for the particular user. Q3: What if a User has access to the entity but has no Access to any of the forms for his Security Role? A: CRM is very smart and handles this by using “Fallback” mechanism. When we configure the Security Role for a form, there is a checkbox at the bottom à “Enable Fallback” As you can read from the Description in the screenshot, this form will be shown to the Users with roles that don’t have any forms assigned. CRM makes it mandatory to select at least 1 form for fallback. Q4: What if I don’t want to make any of my forms as Fallback forms? A: This is a valid scenario as we don’t want the users who are not explicitly assigned any role on the form to see the form. As a workaround, we can create one form as a “Default Fallback” form which will not have any form fields (or 1-2 fields) and configure this form to be a fallback form. Additionally, we can add a web resource (HTML) in this form which says something like this: “If you are seeing this form and do not have access to any other form for Contacts, Please contact Administrator.” Also, we should keep the Fallback form last in the Form Order. This is how the fallback form would look like: I hope this article was helpful. Please send comments if you need any clarifications. Happy CRMing!!!

Key Technologies: Microsoft Dynamics CRM Online, Exchange Online, Outlook 2013 Introduction 1. Server Side Synchronization(SSS) is setup for Email processing between Microsoft CRM Online and Exchange Online within Office 365. 2. Appointments, Contacts and Tasks in CRM can also be synchronized using SSS. Pre-Requisites An Office 365 user must have the following licenses to setup SSS in CRM: 1. Microsoft Dynamics CRM Online. 2. Office 365 Enterprise E1 / E3 / E4 license. 3. Setup OWA once an Office 365 Enterprise license is assigned. Enable Server Side Sync for a Mailbox 1. Before we enable SSS for a Mailbox. We need to turn SSS on at Organization level as shown below: 2. Then, select the Mailbox you want to enable Server Side Sync for under Mailbox option in Email Configuration area. 2.1. To do so, you need to select the Mailbox and “Approve Email” (shown below) for the same if Process emails only for approved users was check marked as in the System Settings as shown above. 2.2. Then choose, Approve Email. 2.3. Once the mailbox is Approved, choose to Test & Enable Mailbox for the approved Mailbox. 2.4. Once, all the tests are successful, you should see the same as shown below: You should also receive an Email in your Outlook that your Mailbox was successfully able to send out an Email. Setting Personal Options for Tracking Email in CRM for Outlook 1. We can set Personal Options for tracking email in our CRM. Click the gear icon on the top right corner of your CRM interface. 2. Navigate to the Email tab. Where there will be an option Select the email messages to track in Microsoft Dynamics CRM Under the dropdown menu labelled Track, there are 4 options to select the tracking method used in CRM. They are:   1. All email messages – Tracks all email messages. 2. Email messages in response to CRM mail – Track email messages only if the person has a record in Microsoft Dynamics CRM. 3. Email messages from CRM Leads, Contacts and Accounts – Track email messages only if they originate from someone with a Microsoft Dynamics CRM Lead, contact or Account record. 4. Email messages from Microsoft Dynamics CRM records that are email enabled – Tracks email messages from all record types (including custom record types) that contain an email address field. Now, you are configured for using Server Side Sync for Dynamics CRM with Outlook. Hope this post was helpful !

The CALCULATE function in DAX is the magic key for many calculations we can do in PowerPivot. Below is the syntax: CALCULATE( <expression>, <filter1>, <filter2>… ) The expression that we put in the first parameter has to be evaluated to return the result (i.e. a value, not a table). For this reason, the expression is usually an aggregation function like SUM, MIN, MAX, COUNTROWS and so on. This expression is evaluated in a context that is modified by the filters. A key point is that these filters can both enlarge and restrict the current context of evaluation. Let’s try to understand what it means by considering a few examples. The following data model we have imported in PowerPivot named ‘Contract’ & ‘Project’ Scenario 1 Compare Contract & Project data model on YearMonth Column and take sum of multiple records of revenue column of Project data model into Contract data model Project data model has StartYM & StartRevenue Column as shown below And Contract data model has YM column, using Project data model StartYM, StartRevenue columns & Contract data model YM column, here we have derived StartR column with the help of Calculate() DAX function as shown below Formula is =calculate(sum(Project[StartRevenue]),filter(project,Project[StartYM]=Contract[YM])) Scenario 2 Calculate running total of ToDo column in ‘Contract-ToDo’ data model on basis of YearMonth column as shown below Formula is =calculate(sum(‘Contract-ToDo'[ToDo]),filter(‘Contract-ToDo’,’Contract-ToDo'[YearMonth]

Key Technologies: CRM Online, Scribe Insight Note: This article assumes understanding of CRM Online entities and relationships. Knowledge of Scribe insight tool for data integration. For more information on Scribe Insight refer https://www.cloudfronts.com/scribe-integrationsmigrations/ Connections can be used to define the relation between the two entities. You can have an account related to any contacts. With the help of connection you can define that one of the contact is actually the employee in the company and another an employer. 1. Before connections, you should have connection roles and association between the roles defined. 2. Connection Roles A role should have a role category. Consider, a role ‘Client’ which is part of ‘Business’ category, ‘Sibling’ which is under ‘Family’ category. 3. Connection Role Association After defining a role, we should associate different roles. This entity stores guid of the main role and the associated role. Role ‘Client’ can have other roles associated with it. See below example. 4. Select record type ‘All’ to avoid restriction on any entity. 5. Connections Map the following fields for connections between records of different entities. • Record1id • Record2id • Record1objectTypecode (ex: account) • Record2objectTypecode (ex: contact) • Record1roleid (ex: Client) • Record2roleid (ex: Employee) • Description • Status • Ownerid Below is a sample of a contact with role ‘Client’ connected to another with role ‘Attorney’.

Inventory dimension are used to determine physical characteristics of product, storage of products well as track inventory transactions for product. There are three type of inventory dimension group 1. Product Dimensions: Product dimensions are characteristics that serve to identify a product variant. The following table shows the storage dimensions that are available. > Size > Color > Configuration > Style For open Product dimension group form navigate to Product information management > Setup > Dimension groups > Product Dimension Group 2. Storage Dimensions: A Storage Dimensions determine where and how a product is stored. > Site > Warehouse > Location > Pallet ID > Inventory status ( New dimension in AX 2012 R3) > License Plate ( New dimension in AX 2012 R3) To open Storage Dimension Group form navigate to Product information management > Setup >Dimension groups > Product Dimension Group 3. Tracking Dimensions: Tracking Dimensions provide companies with the ability to trace their products. > Batch > Serial Number To open Tracking Dimension Group navigate to Product information management > Setup > Dimension groups > Tracking Dimension Group The following information provides descriptions for the controls Storage Dimension Group and for Tracking Dimension Group.  Mandatory: If the Mandatory check box is selected, you want to have dimension as a mandatory dimension for products that are associated with the dimension group. The Site dimension is always mandatory. However, the Location and the Pallet ID dimensions cannot be set to mandatory. (Note: This option is only available for Storage Dimension Group) Primary Stocking: If the Primary stocking check box is selected, it is mandatory that the dimension be entered before any physical updates. (Note: This option is only available for Storage Dimension Group and for Tracking Dimension Group) Active: If the Active checkbox is selected, the dimension is enabled for any products that are associated with the dimension group. Blank Receipt Allowed: If the Blank receipt allowed check box is selected, Microsoft Dynamics AX 2012 accepts a blank value for the dimension at the physical update of a receipt. This option only applies if the Primary stocking check box is cleared. (Note: This option is only available for Storage Dimension Group and for Tracking Dimension Group) Blank Issue Allowed: If the Blank issue allowed check box is selected, Microsoft Dynamics AX 2012 accepts a blank value for the dimension at the physical update of an issue. This option only applies if the Primary stocking check box is cleared. (Note: This option is only available for Storage Dimension Group and for Tracking Dimension Group) Physical Inventory: If the Physical inventory checkbox is selected the dimension must be included in physical inventory. (Note: This option is only available for Storage Dimension Group and for Tracking Dimension Group) Financial Inventory: Select the Financial inventory check box if the dimension is to be included in calculating the financial cost of a product sold. (Note: This option is only available for Storage Dimension Group and for Tracking Dimension Group) (Example of Physical and Financial Inventory: If you booked an item into Warehouse 1 and Site 1 at $600 and the same item into Warehouse 2 site 1 at $400. (Cost FIFO) If you unticked physical inventory from warehouse you could pick 2 from warehouse 1 because the check is at site where you have 2. At the same time if you looked at the cost and unticked financial inventory from warehouse the cost of each would be $500.) Coverage plan by dimension: Select the Coverage plan by dimension check box if this dimension is to be included in coverage plans that are created through master planning. (Note: This option is only available for Storage Dimension Group and for Tracking Dimension Group) For Purchase Price: Select the for purchase price check box if you want to include the dimension as a criterion to determine a product’s purchase price. In the Journal lines, price/discount agreement form, you can create a trade agreement where you associate a purchase price with a specific dimension that is set up for a product. For Sales Price: Select the for sales price check box if you want to include the dimension as a criterion to determine a product’s sales price. In the Journal lines, price/discount agreement form, you can create a trade agreement where you can associate a sales price with a dimension that is set up for a product. Now you can use Inventory Dimension for Purchase Order for Sales order and also for Inventory Journals like Movement, Adjustment, Transfer, Counting, Item arrival, Counting etc. After Inventory transaction you can track the inventory by Inventory dimensions in On hand inventory form.

A CRM project of 3 to 6 months’ time is a good medium sized project, a medium scale organization looks for. It allows them to do proper resource allocation and extend their horizon to showcase their talent to bring out the best from the venture. But, this needs to be handled well with a full time PM dedicated for the project. Along with this the entire project cycle has to be ethically followed. Below is a step by step quick guide that can help a successful CRM Implementation for such projects to be done. 1. Prepare a project proposal and get the Sign – off/Approval on the hours estimated for the bifurcated tasks from client. 2. Create a Project Charter to assign a Project Manager to the project. 3. Allocate the resources needed. Here we carefully do a right mix of senior resources vs junior resources to develop the project. 4. Once the above is fixed the PM needs to prepare a project plan. Allocate the resources at task level. (Use MS Project for creating project plan). 5. Get the environments ready to start the work. Ideally we need 3 environments for the entire project life cycle: a. Dev Environment – Where developer carry there development activity. b. UAT Environment – Where Client performs test for the development done. c. Production Environment – Where the final product shall be deployed. 6. Since the development happens in Phases for a CRM project, we can follow “Agile Methodology” for development of CRM application. Following are the phases in which the development is carried out: 1. Design Entities. 2. Design Views. 3. Design Forms. 4. Create users in CRM. 5. Assign Business Units and Security Roles to the users. 6. Write Scripts/Business logic. 7. Write Plug-in’s if required. 8. Write workflows. 9. Do any Third Party integration – If Required. 7. With the above phases defined we can split then into 4 phases. Phase 1: (CRM Look and Feel) > Design Entities. > Design Views. > Design Forms. Phase 2: (User Security Roles & Business Unit) > Create users in CRM. > Assign Business Units and Security Roles to the users. Phase 3: (Business Rules) > Write Scripts/Business logic. > Write Plug-in’s if required. > Write workflows. Phase 4: (Any Third Party Integration) 8. For all the 4 phases defined above schedule UAT’s as and when they are finished. They should be defined as milestones in the project. 9. Each phase should be minimum of 1 week’s duration, which includes bug fix if any. (Depending upon the complexity and size of the project). They should also be reflecting in the Project Plan. 10. With all of the above set follow the Project development methodology defined. 11. After we are done with the Requirement Gathering Phase of the project which might be a littles exhaustive as we need to have call with the client for more than 3 days a week. 12. Post the requirement gathering phase is complete and we are in actual development phase we need to do a couple of things in order to proceed: a. Document the Function Requirements and prepare a “FRD (Functional Requirement Document)”. b. Simultaneously with project development prepare a “TSD (Technical Specification document)”. c. Schedule a bi-weekly call with the client to provide status update and also discuss on other requirements if any. 13. Ask the client to create User Test cases for all the entities. Hand over the same to us 1 week in advance before each phase is pushed to UAT. 14. After each Client meeting do make it a point to send out precise Minutes of meeting. 15. Every week once send a status update and work review report to the client. 16. At any point of time the project should have a following set of updated documents to refer to: a. FRD – Attached with CR’s. b. TSD c. Project Plan (MS – Project) d. One Note: This contains the following other project related information like i. Environment Details/ Credentials. ii. Agenda’s for each project meeting schedules. iii. Minutes of Meeting. iv. TO DO’s/ Tasks for the team. e. Issue Tracker Sheet. (Shared with the client) 17. At the closure of the project we should have the following documented and preserved as companies knowledge base: a. Learnings from project. b. Issues/ Challenges faced.

Introduction Adding sub-domain to UCC SSL 5 certificate and revoking existing SSL Certificate. Problem Statement: We have sub-domain called salesportal.mywebsite.com hosted on windows azure. Salesportal.mywebsite.com associated with SSL binding but that SSL is expired and we want to revoke that certificate and add it to UCC SSL 5 certificate from Go-daddy. => We have salesportal.mywesite.com hosted on windows azure. => SSL certificate purchase from Go-Daddy. In our case we want to remove standard certificate and add it to UCC 5 Certificate. Please follow below steps to revoke existing SSL and add it to New SSL certificate Installation To proceeds with SSL, first step is to download Open SSL. This is Open source software that will help us to create CSR request. Download Open SSL from following link: http://indy.fulgan.com/SSL/ Generate CSR Create CNF file for CSR For more detail visit following URL. http://azure.microsoft.com/en-in/documentation/articles/web-sites-configure-ssl-certificate/ Let’s understand how to apply SSL Certificate to multiple Domain. Download Sample code from http://azure.microsoft.com/en-in/documentation/articles/web-sites-configure-ssl-certificate/#bkmk_subjectaltname Example: # ————– BEGIN custom sancert.cnf —– HOME = . oid_section = new_oids [ new_oids ] [ req ] default_days = 730 distinguished_name = req_distinguished_name encrypt_key = no string_mask = nombstr req_extensions = v3_req # Extensions to add to certificate request [ req_distinguished_name ] countryName = Country Name (2 letter code) countryName_default = stateOrProvinceName = State or Province Name (full name) stateOrProvinceName_default = localityName = Locality Name (eg, city) localityName_default = organizationalUnitName = Organizational Unit Name (eg, section) organizationalUnitName_default = organization = Organization Name organization__default= commonName = Your common name (eg, domain name) commonName_default = www.mydomain.com commonName_max = 64 [ v3_req ] subjectAltName=DNS:payments. mydomain.com, DNS:blog.mydomain.com # ————– END custom sancert.cnf —– Note: => subjectAltName contains sub domain name. It can also contains main domain name as well. Example. www.crmonline.com File start with # ————– BEGIN custom sancert.cnf —– Above example can be tricky Problem statement 1: We have UCC SSL 5 certificate connected to payments.mywebsite.com and its running. We are adding salesportal.mywebsite.com domain to UCC SSL 5 certificate. In that case your Common Name will be payments.mywebsite.com and subjectAltName will be salesportal.mywebsite.com. Note: common name need to add from console window and subjectAltName in the cnf file. Example: # ————– BEGIN custom sancert.cnf —– HOME = . oid_section = new_oids [ new_oids ] [ req ] default_days = 730 distinguished_name = req_distinguished_name encrypt_key = no string_mask = nombstr req_extensions = v3_req # Extensions to add to certificate request [ req_distinguished_name ] countryName = Country Name (2 letter code) countryName_default = stateOrProvinceName = State or Province Name (full name) stateOrProvinceName_default = localityName = Locality Name (eg, city) localityName_default = organizationalUnitName = Organizational Unit Name (eg, section) organizationalUnitName_default = organization = Organization Name organization__default= commonName = Your common name (eg, domain name) commonName_default = www.mydomain.com commonName_max = 64 [ v3_req ] subjectAltName=DNS:salesportal.mywebsite.com, # ————– END custom sancert.cnf —– Problem Statement 2: We have UCC SSL 5 certificate connected to www.mywebsite.com and its running. We are adding salesportal.mywebsite.com domain to UCC SSL 5 certificate. In that case your Common Name will be www.mywebsite.com and subjectAltName will be salesportal.mywebsite.com. Please note: your common name you have to add from console window and subjectAltName in the cnf file. Example: # ————– BEGIN custom sancert.cnf —– HOME = . oid_section = new_oids [ new_oids ] [ req ] default_days = 730 distinguished_name = req_distinguished_name encrypt_key = no string_mask = nombstr req_extensions = v3_req # Extensions to add to certificate request [ req_distinguished_name ] countryName = Country Name (2 letter code) countryName_default = stateOrProvinceName = State or Province Name (full name) stateOrProvinceName_default = localityName = Locality Name (eg, city) localityName_default = organizationalUnitName = Organizational Unit Name (eg, section) organizationalUnitName_default = organization = Organization Name organization__default= commonName = Your common name (eg, domain name) commonName_default = www.mydomain.com commonName_max = 64 [ v3_req ] subjectAltName=DNS:salesportal.mywebsite.com, # ————– END custom sancert.cnf —– CSR Generation Write following command in Open SSL Console window. req -new -nodes -keyout myserver.key -out server.csr -newkey rsa:2048 -config sancert.cnf Note: sancert.cnf is above sample. myserver.key file is used to generate .pfx file. Steps 1: => Please fill basic information like Country name, State etc. => I have entered common name like payments.mywebsite.com because first time UCC SSL certificate is associate with payments.mywebsite.com. => If you are first time creating csr request then common name will be www.mywebsite.com If you want to check your CSR request then open CSR file in notepad and copy all code paste in following website. https://www.sslshopper.com/csr-decoder.html Revoke Expired SSL Certificate (GoDaddy) Always it’s better to revoke SSL certificate after it is expired. Please refer following URL for more support. https://support.godaddy.com/help/article/4747/revoking-an-ssl-certificate?countrysite=in Login to GoDaddy account: 1. Click on SSL Certificate: 2. Click on manage You can see we have one sub-domain Standard SSL is expired and another sub-domain has standard UCC SSL 5 certificate. We are going to add expired sub domain to standard UCC SSL certificate. 3. Click view status of expired domain. 4. Click on conform after that following window will appeared. 5. Wait for few minutes and refresh page. Certificate is expired successfully. 6. Following is status of certificate Add Domain to UCC 5 Certificate Click on domain which has UCC 5 certificate. If you have just purchase UUC 5 certificate then open that certificate and paste csr request. (Which also include # ————– BEGIN custom sancert.cnf —–# and # ————– END custom sancert.cnf —–#). Then click on manage. To add domain to UCC 5 Certificate, first we need re key that certificate Copy and paste your CSR in a text box Then Click on submit changes that will submit your New CSR request to GoDaddy Verification window will appeared. Refresh this page, you can see new Domain is successfully added to this certificate. Install certificate to Azure Download certificate from GoDaddy => Select Server type IIS and download zip file. => Important file is .crt extension and Ignore other files contain in zip => Open OpenSSl and click run as administrator(Run as administrator is IMP) Type following command in command line pkcs12 -export -out salesportal.pfx -inkey myserver.key -in 889d0fa6641ee566.crt myserver.key is … Continue reading UCC SAN SSL Certificate–GoDaddy/Azure →

Key Technologies: Power BI, PowerPivot, Business Intelligence Note: This article assumes experience on PowerPivot for Excel 2013/2010 Many a time data needs to be imported and processed from systems belonging to different locations and hence having different time zone. For example, consider the following scenario. A user residing in India having IST time zone might need to import data into PowerPivot model from CRM Online System having CEST as time zone required for Power BI Dashboards or for performing Data Analysis. There might be critical business data related to revenue or sales that matters the most. If date time is not properly converted or processed, end user might see incorrect output. When working with PowerPivot, after importing data into model, new calculated columns needs to be created before working on revenue reports or any business related critical data so that proper reports/results are displayed to end user. Here, we are converting to match data for CEST time zone. Similarly for other time zone, we can add/subtract UTC offset as shown below: Central European Summer Time (CEST). Offset UTC +2:00 hours Eastern Standard Time (EST). Offset UTC -5:00 hours Central Standard Time (CST). Offset UTC -6:00 hours Mountain Standard Time (MST). Offset UTC -7:00 hours Pacific Daylight Time (PDT). Offset UTC -7:00 hours