Introduction: Let’s say we want to set an icon for a button on a form in Dynamics 365. We will use the Ribbon Workbench to do this. Let’s add this to our Quote form. First, create a solution and add Quote Entity: To add buttons, we will use SVG images. For the Web Client, we will use PNG images. There are online tools ( https://www.iconfinder.com/) to download these 2 formats. Let’s create a Approval button with approval images and save it as a Web Resource. PNG file: SVG file: Now open the Ribbon Workbench: Add a new button to the Form, and add the PNG and SVG images from above. The PNG images are Image 16 and Image 32, and the SVG image is Modern Image, then Publish: Once published, go to the Unified Interface app and pull up an Account. You will see the new button: Hope this helps…

Introduction Below is the Syntax that’s available to create, delete, update a record in Dynamics 365 Online V9.X using JavaScript. Create record (Client API Reference) Below is the Syntax that’s available to create a record in Dynamics 365 Online V9.X using JavaScript Syntax : Xrm.WebApi.createRecord(entityLogicalName, data).then(successCallback, errorCallback); Implementation : Let’s take an example where you would like to Create the Account record. // define the data to create new accountvar data = { “name”: “Sample Account”, “creditonhold”: false, “address1_latitude”: 47.639583, “description”: “This is the description of the sample account”, “revenue”: 5000000, “accountcategorycode”: 1 }// create account recordXrm.WebApi.createRecord(“account”, data).then( function success(result) { console.log(“Account created with ID: ” + result.id); // perform operations on record creation }, function (error) { console.log(error.message); // handle error conditions }); Update record (Client API Reference) Below is the Syntax that’s available to update a record in Dynamics 365 Online V9.X using JavaScript Syntax :  Xrm.WebApi.updateRecord(entityLogicalName, id, data).then(successCallback, errorCallback); Implementation : Let’s take an example where you would like to Update the Account record. // define the data to update accountvar data = { “name”: “Updated Sample Account “, “creditonhold”: true, “address1_latitude”: 47.639583, “description”: “This is the updated description of the sample account”, “revenue”: 6000000, “accountcategorycode”: 2}// update the recordXrm.WebApi.updateRecord(“account”, “5531d753-95af-e711-a94e-000d3a11e605”, data).then( function success(result) { console.log(“Account updated”); // perform operations on record update }, function(error) { console.log(error.message); // handle error conditions }); Delete record (Client API Reference) Below is the Syntax that’s available to delete a record in Dynamics 365 Online V9.X using JavaScript Syntax : Xrm.WebApi.deleteRecord(entityLogicalName, id).then(successCallback, errorCallback); Implementation : Let’s take an example where you would like to Delete the Account record. Xrm.WebApi.deleteRecord(“account”, “5531d753-95af-e711-a94e-000d3a11e605”).then( function success(result) { console.log(“Account deleted”); // perform operations on record deletion }, function (error) { console.log(error.message); // handle error conditions }); Hope this Helps ….

You Might have seen the other ways to create the DateTable in Power BI using m query by adding two Custom columns such as startdate and enddate and then using DateRange function you can populate the dates between startdate and enddate However, in this blog, we will see the M query that enables you to create the datetable on user define the start and end date using parameters Step 1: Open the Power BI desktop application and then select the option Transform Data Step2: Click on the new source. then select the Blank query option from the dropdown Step3: Click on Advanced editor and paste the below query Step 4: After clicking on ok you will see the input fields to enter the start and end date Step 5: Enter the dates required and then click on Invoke You can see the new table is create for given date range Hope this helps you!! Thank You

Thinking of full outer join in Power BI what comes first in your mind? How can we achieve full outer join in Power BI? Common Answer will be the “Use Merge Query” Option in Power Query Window. However, I would like to tell you that we can use DAX to achieve Full Outer Join. Full Outer Join = left Outer Join + right Anti Join Customer Table: Order Table: Click on new table and write the below DAX: DAX for Full Outer Join of Customer and Order Table: Result: Hope this helps!! Thank You!!

In Power BI Desktop app and when we edit the report on Power BI workspace, page tab visible at bottom, but when we publish the report on to the Power BI Service then it is visible on left side. We can change the Tab Position in the Power BI web as well, to do that we can follow below steps. 1.Go to report setting 2.Enable the option of Pages Pane enable the button and save the changes. And when we open the report tabs will be visible at the bottom. Hope this helps!

Intune lets you manage the devices and apps on how they access your company’s data and to us this MDM the devices must first need to be enrolled in the Intune service so that an MDM certificate is issued which is then used to communicate with Intune service. In this blog, we will see the end-user process on how to enroll the devices with Intune. Pre-requisites: Intune must have been set up with MDM enabled. Setup an App Protection Policy in Intune. Microsoft Intune or Microsoft 365 E3 and above license are required to setup Intune. Once the Android App Policy is assigned to all the users, there will be some restrictions (as per your Org. requirements) and without enrolling the devices, users won’t be able to access corporate data. To enroll the mobile devices with Intune, please follow the below screenshots. When you try to access any Microsoft App, like Outlook, Teams, etc. you will be asked to install the Microsoft Intune Company Portal App. Click on “Go to Store”. You will redirected to Google Playstore to install Company Portal App. Install the Application and then Click on Sign In with the Work Account. After you Sign, you will see the list of all the devices. Unmanaged devices will be highlighted as shown in the screenshot below. Click on the mobile device, you are tyring to enrol. The devices will be shown as Unmanaged. Click on “This device is unmanaged”. You will be asked to setup the device through 3 stage starting from creating a Work profile. Click on Begin. Provide the App permission by clicking on Continue. It will then Set up your work profile. Click on  Accept and Continue. Click on Continue once the Work Profile setup is completed. It will then Activate the work profile and will also update device settings. Click on Done. You device is now enroled and ready to access the corporate data.

In this blog, we’ll see how to create a button on ribbon by using ribbon workbench in XRM toolbox and on click, open quick create form. Step 1- Insert a ribbon button on any required record form using ribbon workbench on XRM toolbox. Step 2- Name the ribbon button (anything as required) Step 3- Add button properties- Give ID name Label name Icon for the button Step 4- Add the following code to open a quick create form on click of the button var RecordaMeeting = {     //RecordaMeeting.OpenRecord     OpenRecord: function (primaryControl) {         var entityFormOptions = {};         entityFormOptions[“entityName”] = “Add the entity name”;         entityFormOptions[“useQuickCreateForm”] = true;         var formParameters = {};         // Open the form.         Xrm.Navigation.openForm(entityFormOptions, formParameters).then(             function (success) {                 console.log(success);             },             function (error) {                 console.log(error);             });     }, Step 5- After adding the script, add the command for the button- Web resources library name Web resources function name CRM Parameter: PrimaryControl Step 6- Add command on button properties. Step 7- Publish the button. Screenshots of implementation: Step 8- Button appears on the ribbon for the required entity. Step 9- On click of button, quick create form opens. Hope this helps!!

Introduction: In Dynamics 365, you can hide and show fields using JavaScript. This is useful if you have business logic that determines if fields are displayed or not to the user. Implementation: Let’s take an example where you would like to hide the Account field if the Contact field is populated. Next, we can check if the Contact field is empty using getAttribute(“fieldname”).getValue(). If empty, we can hide the field using setVisible. Let’s add this to the change event of the Contact field: function showAccountOnChange(executionContext){ formContext = executionContext.getFormContext(); if (formContext.getAttribute(“parentcontactid”).getValue() == null) { formContext.getControl(“parentaccountid”).setVisible(false); } else { formContext.getControl(“parentaccountid”).setVisible(true); }} When Contact field is populated, the Account field is displayed: When empty, the Account field is hidden and the field collapses (note this is v9 Dynamics 365): Hope this helps …

In this blog, I am going to showcase how to create and post statements manually in D365 retail. In Dynamics 365 Commerce, the statement posting process is used to account for the transactions that occur in POS. The statement posting process uses the distribution schedule to pull a set of POS transactions into the headquarters (HQ). Steps for creating and posting the statement. Go to Retail and Commerce > Retail and Commerce IT > Distribution schedule. In the list, find and select the desired record. Click Run now. Click OK. Go to Retail and Commerce > Inquiries and reports > Commerce Data Exchange > Upload sessions. Refresh the page. Go to Retail and Commerce > Retail and Commerce IT > POS posting > Validate store transactions. Create the statement This step identifies the store that the statement is manually created for. In the tree, select ‘Contoso Retail\Contoso Retail USA\Central\Houston’. Click Add and Ok. Go to Default dashboard. Go to Retail and Commerce > Channels > Stores > Statements. Click New. In the Store number field, enter or select a value. In the Staff/register field, enter or select a value Format for Staff/register value is Register number: Shift ID Enter the Transactional interval value. Click Calculate statement. Click Yes. In the Counted field, enter a number. Post the statement When you post a statement, sales orders and invoices are created for the sales in the statement. Cash and carry sales are aggregated onto one sales order and are invoiced for the default customer who is assigned to the store. Sales for which a customer was added to the transaction in POS generate separate sales orders and invoices, one for each unique customer. Click Post statement. Once the statement gets posted. You can check that statement in the Posted statement. Retail and Commerce > Inquiries and reports >Posted statements Hope this helps!

Many of us who are using SharePoint Online for Document Management as using the manual method for syncing the Document Libraries on our devices. Here we can leverage Intune Administrative Template. Administrative Templates are responsible to facilitate the management of registry-based policies that allows configuring many settings on Windows machine. With the availability of these Administrative Templates in Intune for Windows 10, it is helping Administrators to easily manage applications on Windows 10 or later devices using device configuration profiles. Profiles in Intune lets you configure settings and then push them to the devices in an organization. In this article, we will see how to silently sync SharePoint Online Document Libraries via Intune Administrative Template. Pre-Requisites: Devices must be Joined to Azure AD. If you have on-premises environment that uses AD, you can enable Hybrid AD Join. Enabling the Sync: Login to Microsoft Endpoint Manager Admin Center (endpoint.microsoft.com). Under Devices, go to Configuration Profiles and then click Create Profile. Select Windows 10 and later as Platform and Profile will be Administrative Template. Click Create. Enter a Name for the Profile and optionally a Description. Click Next. Under Computer Configuration, search for team site and then select ‘configure team site libraries to sync automatically’. Get Library ID from SharePoint Online Document Library, the instructions to get the ID will be given in the setting itself. Once the library ID is copied, go to the setting, and click Enable. You will also need to provide the Library Name and the Library ID which you copied. Once the Settings are configured, click Next and go to Assignments. Under Assignments, you need to select a Group, if you want to assign this profile to specific set of people. You may also choose All users or All Devices. Once selected, click Next, Review, and create the Profile.