Category Archives: Blog
Display Month in Text Format Using Power Automate
Introduction: Using Power Automate we can format date in various formats, however we had a requirement to populate date in document in June 10,2020 format. Solution: Here is how to achieve the same. In this example I am formatting the System date which is obtained from function utcnow(). formatDateTime(utcNow(),’MMMM dd, yyyy’) Output: If you do not need to display the full Month in words, you can write “MMM” instead of “MMMM” and get the below output.
Share Story :
[Solved]Combo Box not showing Look up value ??
Introduction – Recently we were working on Canvas app and tried using combo box but after adding items to it, lookup values were not showing. So here is solution – Select Combo box -> Select IsSearchable And set value to true Output Hope this helps !
Share Story :
Send a notification on Microsoft Teams when a record is created or Updated or Deleted in D365 CRM using Power Automate
In this blog, I am going to explain how to send a notification on Microsoft Teams when a record is created or Updated or Deleted in D365 CRM using Power Automate Steps involved in Power Automate: Select trigger, in my case I used CDS connector when a record is created, updated or deleted. Select trigger condition, in my case I used Update. Select entity name, in my case I used Opportunities. Select Scope, Organization. Add new step to flow. Search Microsoft Teams and select Post a message. Select Team where you want to post a message. Select Channel from team where you want to send a notification. Enter Message in message box. Click Save and check teams. Congratulations! You have successfully created the required flow. Hope this helps!!
Share Story :
How to enable out of the box hyperlink feature for SSRS Reports in D365 Finance and Supply Chain Management
In D365 Finance and SCM there are lot of out of the box SSRS reports in which you have hyperlink to move to that particular record (for example Ledger transaction list). But sometimes when you update environment you might end up with no such option in you SSRS report as you can see in following screenshot. To enable hyperlink features you need to follow following steps:- Navigate to feature management and go to all section in that Search for Report drill through links and disable this feature Search for Report PDF viewer and disable you need to disable this feature for following limitation which you can find in screenshot. Now check desired SSRS reportNow you are able to see hyperlinks links in the reports I hope this post will be helpful to you, Thank you!
Share Story :
Setting Up Notifications in Azure API management Service
`Read this Blog to understand how you can configure API Management notification settings for Users to receive notifications for new subscriptions
Share Story :
CloudFronts Dynamics 365 Finance & Operations Update Steps & Protocol
Microsoft is committed to delivering predictable service updates. These service updates will be made generally available for self-deployment approximately 2 weeks before Microsoft automatically applying the update. Some of these updates can have a lot of changes in it and this can impact any customization done on the client’s environment. Thus it becomes very important for a partner to do complete testing before any update is applied. CloudFronts is dedicated to ensuring business continuity of the client and thus have protocols set up to ensure nothing gets impacted on the client’s production environment. Following are the protocols for the same : Service Update Availability – Key points: Each service is released by the Microsoft which has following dates criteria: Preview availability date: When the update is in preview by Microsoft. Generally available (self-update) date: This update will be made generally available for self-deployment approximately 2 weeks before Microsoft automatically applying the update. Auto-update schedule (via LCS update settings) production start date: A date for applying the service update in the production environment. End of service date: Date from when service update is over. Referenced image: For checking the release dates for the above criteria, link as: https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/get-started/public-preview-releases How Long it can be delayed for Next Service Update? The customer can pause, delay, or opt-out of an update via Update Settings in the Lifecycle Services projects. A customer can choose to pause up to 3 consecutive updates. The following is an example of a delayed update: The customer is currently on version 10.0.2. The customer can pause updates 10.0.3, 10.0.4, and 10.0.5. The customer must take the 10.0.6 update when it is available. Upcoming Schedule of Update The customer has the option to apply the update when it is convenient, or let Microsoft auto-apply the service updates based on the selected maintenance window. Customer must require to have an update no older than 4 months Critical Issues Critical issues should always be submitted to the support team via Lifecycle Services as soon as they are identified. The support staff will work with you on the resolution to the critical issue. Path for Early Service Update Scheduling Go to LCS -> Project settings Update settings Pausing the service update temporarily. As shown in the below image, when updates resume, the designated sandbox and production environment will be updated to the latest service update before it can be paused again. HOW TO CHECK UPCOMING UPDATES FROM LCS? In update setting -> click on view the update calendar It looks like: This will help us to plan the next scheduling for service updates. According to this, we can plan the next calendar for upcoming service update CLOUDFRONTS PROTOCOL FOR TRACKING DOWN THE ENVIRONMENT DETAILS We have added the field ERP version in D365 PSA where the project lead will update the version of the production environment. After every update, it is the Project Lead’s responsibility to update this field. Every Monday we have a scheduled recurring management meeting where the CEO, Delivery Head and Practice Lead discuss the status of each project by opening a Project Overview Report developed in Power BI. The same report has the column of ERP version so that the management is aware of the client’s D365 Finance & Operations version. CLOUDFRONTS STEPS FOR KEEPING THE ENVIRONMENT UP TO DATE For each client our support system would have one case created specifically for the updates and it will be assigned to the Project Lead. The Details of the case is as follows: Case name: Environment update – Client name Notes: ERP Environment version details and the next path for service update Follow-up date: Follow-up date would be one month from the current date and till then the case will be on hold. Based on the follow up date system will automatically send the email to the assigned person so that he is intimated to work on the case. Based on this the user needs to check for updates on the LCS and follow the steps based on this document. STEPS FOR APPLYING SERVICE UPDATE – DEV / CLOUD HOSTED Key points: Before applying the service update on UAT, service update must be applied successfully on the Build and Test Environment or Cloud-hosted environment Sequence for applying update on the environment Build and Test Environment / Cloud-hosted environment UAT / Sandbox Production Before applying the service update, all the models should be a build-up The database must be synchronized Check if any AOT (Application Object Tree) objects are under pending changes in VSTS / TFS All the AOT objects should be checked in to VSTS Steps for applying the service update on the development environment are the same as applying to the UAT environment. Hence steps are listed on the next page. STEPS FOR APPLYING SERVICE UPDATE – UAT Go to the LCS -> Select the appropriate projectof the environment Select the UAT appropriate environment-> Click on full details Scroll down to check the latest update. In this part, we will able to see all the latest service updates. Select the appropriate service update on which we have planned to do. Click on View update. Here, we’re taking an example of moving the environment on 10.0.12 Go to Savepackage Click on Select all. Make sure all the packages are selected. Click on Save packageand then give the appropriate Service update name and then click on save the package. It will save all the hotfixes. Wait for a few moments (It can take 5-10 minutes depends on the number of packages are being loaded). After successfully saved the packages, click on Done button Go back to the environment page and then click on Maintain-> Apply updates We had given the name Service Update 10.0.12which should be shown here to apply the update In some cases, the package will not appear suddenly. What to do in such a case? Let’s see the next step on how to verify that. Go to Asset library Click on Software deployable packageand then navigate to our service package Have a look on the column – Valid. If it is not signed with the right symbol then keep patience until it is done. Once the package is validated successfully, we will able to deploy the service update to the environment. After validating the deployable package, we can see the package and just one step away for applying the service update. Click on the Apply button. TESTING – RSAT … Continue reading CloudFronts Dynamics 365 Finance & Operations Update Steps & Protocol
Share Story :
Create Pop up in Power Apps
In this blog we will see how to create Popup in Canvas power Apps Step 1: Add a label on you screen where you want to add a Popup Now add a background color -> select custom as shown in below image. Step 2: Add a rectangle Step 3: now add two buttons, and name the button as Yes and No and also add the label with text “Do you want to delete this Question? You can’t undo this action.” Now your screen will look like this: Step 4: Grouping To group the labels – Select any label +shift -> select the labels/buttons you want to group. After selection, click on (…) ellipses and you will see group option and click on Group and Rename the group. This is all about adding the labels and buttons. Now will see how to visible the Popup In this case, we want to show the Popup on click of the Delete . Hence, On select = UpdateContext({DeletePopUp:true}); Next step is to set the same variable on the Popup Select the items and on visible of the grouped items write “DeletePopUp” Now to set the same variable on t he two buttons: On select of Yes button: On select of No button: Hope this helps !
Share Story :
How to read files from SharePoint and store in Azure Blob Storage
This blog will help you resolve common errors that one might come across while integration between SharPoint and Azure Blob and will also guide you through how it is achieved.
Share Story :
How to Customize the API management new Developer Portal
Learn how you can customize the new Azure API management Developer Portal.
Share Story :
Auto-refreshing Views or Grid in D365 CRM
We all know that Views show records based on filter criteria that is applied to the Views. But, what if there is a custom button that will change the records status and according to the Views filter criteria it should not be present in the View. The View should have been Auto-Refreshed. We can achieve this by JavaScript. Use Case: We had a requirement where we wanted to Auto-Refresh the View as soon as the status of record is changed. We have a custom button that will change the status of the selected records but when the Status changes, it doesn’t auto refreshes the View. We had to manually reload the page or click on refresh button on the View. Steps: 1. When the status of the Record changes, you have the id of record then there’s a fully supported way which we can use to Auto-Refresh the View: “refreshParentGrid=Refreshes the parent grid that contains the specified record.” 2. In our case, We had the custom button which changes the status of the record. This is the code: Suppose the custom button is called as “Submit”. On clicking the button it should change the Status and also the records should not be visible in the view as the filter criteria is Status= “In Progress and Rejected” 1. The filter of the View. 2. On clicking the Submit Button, the selected record should not be visible. 3. The View Auto-Refreshed and the selected records are not visible in this View. Note: This can be used in Sub-grids of the forms also. Conclusion: I hope this blog helps you to Auto-Refresh the View.