Introduction: In this blog, we will learn how to set the position of Data Card in form. Steps: 1.This is the form of Quote Product. Where all the Data Card is placed one after another. 2.We want this card to be beside one another. 3.To achieve this, click on the Data Card and change X and Y property. 4.These are the X and Y of different Data Card. Conclusion: Hope the above Blog helps you to Change the Position of Data Card in Form.

Introduction: In this blog, we will learn how to set multiple search fields in a Lookup Field. Use Case: We have a requirement where there is a Field (Data Field: Lookup) on the form, which should search records according to multiple columns. The Field on the Form is a Combo Box Steps: 1. This is the form of Quote Product. We want to allow searching based on multiple column. 2. To allow searching based on multiple fields, click on the Combo Box. Items property: Set ExistingProduct.Items =  Sort(                                                    Filter(                                                        Filter(                                                               Data Source,                                                               Condition                                                              ),                                                           StartsWith(                                                                 Text, SearchText                                                      ) Or StartsWith( Text, SearchText                                                 )                                       ),                                            ColumnName                                        ) For eg: ExistingProductQPEditForm_2.Items =Sort(                                                             Filter(                                                                     Filter(                                                                                 [@Products],                                                                                 Status = ‘Status (Products)’.Active                                                                              ),                                                                    StartsWith(                                                                                ‘Product Code’,                                                                                ExistingProductQPEditForm_2.SearchText                                                                              ) Or StartsWith(                                                                              Name,                                                                              ExistingProductQPEditForm_2.SearchText                                                                               )                                                                       ),                                                                      Name                                                                 ) SearchFields property: Set ExistingProduct.SearchFields =  { “ColumnName”, “ColumnName”} For eg: ExistingProductQPEditForm_2.SearchFields = {“cf_productcode”, “name”} Conclusion: Hope the above Blog helps you to search based on multiple columns for the Lookup field.

Dynamics 365 portal helps you to provide additional support to your customers, partners, employees, and others. It helps you to stay connected and provide the necessary assistance. The best part about the whole thing is that you can get the portal if you have an active Dynamics 365  subscription. You need to follow simple steps to active the demo portal. Here are the steps that you need to follow if you want to activate the demo version.  Step # 1: Navigate and find the Dynamics 365 Administration Center. From the Office 365 home (open link: https://portal.office.com/), you need to open admin centre. Step # 2: After opening it, you need to click the applications, and then look out for Portal Add-On. Step # 3: Here you need to click ‘Manage’ and then input the following parameters Name — This names should help you to identify the portal. No need not worry much as you can change the information as and when required.  Url for the Portal (You can change this information as well later.) Select or choose the CRM instance Pick a Language Select the Administrator Pick the Audience Partners — Though they are not your employees, they will need some sort of interaction with the CRM to close deals or in delivering the services 2. Employees — You can provide the necessary support to your employees by tailoring the portal by using features such as Employee Self-Service 3. Customers —  Since they are external parties, they can benefit through your portals such as community building or customer service Pick the Portal Template  Community Partner Employee Self-Help Customer Self-Service Custom Portal Step # 4: Wait for some time – now this takes at least 20 minutes to a few hours to work. Click on Solutions Link under Instance in Admin Center under Dynamics 365 to check the status. It may show the status as ‘installing,’ if the download did not complete. In a few minutes, you will have the demo Dynamic 365 Portal working. In Conclusion Always think from the angle of your customers, partners, and employees when creating the portal. It should make their life easy. What kind of support can you provide them? This question should haunt you when creating the portal.

In this blog we will learn how to append two or more table into new table or existing table. The Append Queries in Microsoft Power BI is an equivalent of UNION ALL in SQL. Consider two sample customer table; one for CustomerOne: And Customertwo: Open Microsoft Power BI for Desktop > Get Data > Excel > the excel file. You should see this: Select tables and click on Transform Data. Now it’s time to proceed with the Append operation itself: Click the little triangle on the main “Append Queries” button. You’ll get 2 options: Append Queries – this operation would add rows into an existing table Append Queries as New – this operation will create a new output table from 2 (or more) appended tables. I’m going for this option. So, let’s see what happens after clicking the “Append Queries as New” button: You either append 2 tables like me OR you can do “Three or more”. So, keep in mind you are NOT limited to 2 tables only. One important thing to understand how the tables are actually “appended” together. Power BI looks at column names. If it finds the same columns like in my case (CustomerID, First Name, Last Name, Contact No) in both the tables, it won’t create any new columns and it will fit everything right into those 4 columns. What about Duplicates? Append Queries will NOT remove duplicates. You have to use Group by or Remove Duplicate Rows to get rid of duplicates. So, you press OK and you get the result of your operation. Now the result: Hope this helps!

This Blog will show you how you can Install and locate your Plugins in XRM new interface.

Introduction: In this blog, we will see how we can get list of users who has assigned a specific security role   Solution:  UserInfo userInfo; SecurityRole securityRole; SecurityUserRole securityUserRole; while select networkAlias from userInfo where userInfo.networkAlias exists join securityUserRole where securityUserRole.User == userInfo.id exists join securityRole where securityRole.RecId == securityUserRole.SecurityRole && securityRole.Name == ‘Sales manager(NameOfTheSecurityRole)’ { info(userInfo.networkAlias); } Thanks for reading !!!

At times you may come across issues such as database related error while trying to earn or redeem loyalty points. The way I was able to resolve it by restarting the IIS services from the life cycle services(Sandbox environment). You may need to do a full sync of retail jobs as well. In the production environment you may not have access to restart the IIS service. You may need to raise a Microsoft Support Ticket to resolve this. Before you try the above, please ensure that loyalty programs, tiers, rules are properly defined in back end HQ. Hope this helps!

The best part about Dynamics 365 is that you can now launch portals related to customer, support or the prospect. Now, 100 per cent of these things including maintenance and integration can be controlled using Dynamics 365. The Dynamics 365 portal allows the audience to collaborate and communicate via an online location.  It also permits people to get the necessary support pertaining to issues, how-to guides, and search knowledge guides to name a few. Now, the information that the audience is going to get depends on the category they belong to such as customers, internal team members or the business partners to name a few categories, Thus people can learn a lot about the products and services that are available. You do not need any additional software, hardware, licenses or certificates to make this work.  If you already have a subscription for Dynamics 365 Enterprise, you have access to at least Dynamics 365 portal. Using it, you can differentiate yourself from others or more specifically your competitors.  Do I Need a Dynamics 365 Portal If I Have a Website If you already have a website, that’s wonderful, Dynamics 365 portal is not going to supplant it anyways. Just in case, if you are thinking that it is going to replace it. No doubt, your company’s website is a lead generating machine. But, it helps you in extending your web presence from a homepage and a few service pages to a territory that allows people to engage and communicate actively. Here are the benefits that you are going to enjoy when you properly leverage a portal which comes with pre-packaged templates. Customer Engagement Customers that are going to engage are going to become repeat customers. Those who become repeat customers are the ones who will soon turn to advocates to spread the good news about your products and services. For example, a community portal will encourage prospects and customers to share and discuss your products online. Plan to field questions on these portals so that people can stay engaged.  Encourage questions related to your product on this portal and respond to these questions publicly so that people can trust your brand. Apart from these things, you can host blogs on it so that people visiting the portal can enhance their knowledge about the products that you offer.  Customer Self Help Customer Self Help portals are very beneficial to you if you are already using a CRM. it provides the necessary support to your clients so that your frontline can relax a bit. Before the customer submits his case to you, he can give all the details pertaining to the product that they did buy. On top of it, knowledge-based articles will help the customers to solve most of the minor problems without even registering their complaint. Now, this is the best way to reduce the number of cases from being reported.  Engage Your Partners In case, you want to quickly scale up your business, you need partners such as reseller, distributor, and supplier to assist you with this task. Using the Partner Portal, you can trace the sales channel data. It is just like how you would get information from your sales staff. You can also use it to empower your partners and make quick and better decisions to move your business.  Employee Engagement The employee portal will work similarly to the intranet that you use to connect your staff with others. You can permit them access to certain CRM features that are at for specific groups. In a similar manner of how customer service portal can be used to tackle issues related to customers, this portal can focus on raising tickets and solving issues that customers are facing.  Framework for Custom Portal  If you are one that thinks out of the box, this framework is quite beneficial. You can customize the portal as per your vision and plan. For example, if you are planning to use it to manage a franchise, you can create one for franchise portal. Or you can use it to manage other things such as independent agents, professional relationships, investments and so forth.

Suppose, you want to show a loading/waiting screen to let people know there’s some heavy processing going on in the back-end and they shouldn’t navigate away to do anything else with the record, you can use loading screen by using showProgressIndicator() and closeProgressIndicatory() methods. Xrm.Utility methods There are 2 methods are documented in the Xrm.Utility of Microsoft Docs that you can use to achieve this. Microsoft reference here. In this scenario, let’s say you want to show the Loading page while your Action is being performed by the JavaScript code. You can place the Xrm.Utility.showProgressIndicator(message); before you begin your code to invoke an action and place Xrm.Utility.closeProgressIndicator(); in your success and failure messages. Execution Whenever your JS code will call the action, the progress message will be displayed on the screen as below  – In Classic UI   In Unified Interface –   And once the process is complete, the Xrm.Utility.closeProgressIndicator will remove the message as below and bring back the form you were working on – Side Note: If you are using action calling from JS using invokeProcessAction, as of the day of this post – This doesn’t work well and results in action not supported error on the UCI – invokeProcessAction does not work in UCI   Hope this helps!

Now table browser becomes much easier for Microsoft Dynamics 365 Finance and Operations. Here you go with Google Chrome Extension – Table browser caller for D365FO. It’s very easy to install and use it. After installing the extension to the browser, it appears on the top bar and looks like While clicking on the extension, You can find the tab named with config where you need to put the URL of the respective environment and save it. Once config is setup, you need to go to the main tab that is Table Browser Caller as shown in above figure where you would setup mainly:  Search for table name: name of the table Company Id: name of the legal entity  After that, you need to find the table in the search box and just press the Enter key. And you will be redirected to the table in the new tab.  In addition, Table browser has also few other features like Browse all table lists  Browse all data entities   1. For getting the list of tables you need to click on Table list: Result as,  2. For getting the list of data entities you need to click on Data entities:  Result as,