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Category Archives: Blog

Create To Do Items of Important Emails using Power Automate

Since Power Automate is so powerful that you can creatively use it to improve your productivity at work. Here’s an example of how you can utilize a scenario where you need a quick checklist to make sure you respond all important emails for the day. Power Automate You’ll need to create an Automated Power Automate and select the trigger as Office 365 Outlook. Select ‘When a new email arrived (V3)’ from the same and make sure you only select the High Importance marked emails Next step, create a To-Do Item. Select the List you have created. In my case, I created a separate list called ‘Respond Important Emails’ And the step to configure the To-Do List item should be like this – In the above picture, I’ve made sure I select the correct List I want to create a To-Do in.And to give myself some time, I’ve added a reminder time of 2 hours from the time this Flow/Power Automate will run i.e. when the email will come in – How it works Now, when an Important email will arrive in my Inbox as below – Power Automate will create a To-Do in my created List And it will look like this – Also, the reminder is set to remind me 2 hours post the time the To-Do item was created. Just in case I’m into something else, I’d set myself a reminder. Hope this helps! And you can use your creativity to improve your productivity!

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How to Connect your Azure Data Factory with Github

Introduction: In order to move your Pipeline from one environment to other you require your Pipeline to be saved on Github. This Blog will guide you through how to connect your Azure Data Factory Pipeline with your Github account. Step 1: Create a new Azure Data Factory and Tick the Enable GIT checkbox.     Step 2: Create a new Repository in your Github Account.     Step 3: Copy the URL from of the newly created repository from the address bar.     Step 4: Enter the GIT URL, the repository name which you recently created, branch name (usually master) and your root folder (usually same as your repository name) and click on Create.     Step 5: Now you must authorize your GIT Account on ADF. You will be promoted to Login with your Github Account. Do the necessary and click on Authorize Azure Data Factory.     Step 6: Now you must select the Working Branch. We are using the default master branch. Click Save and then you can proceed to create your Pipeline.     Conclusion: Each Time you publish the changes in ADF they are simultaneously stored in the GIT repository’s branch.

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Expose a CRM Entity to Make API Calls in Dynamics 365 Portal

Posted On March 5, 2020 by Admin Posted in Tagged in

Sometimes we may get scenario wherein we have to make API calls to an entity from dynamics 365 Portals, so here is my blog that will guide you step by step to how to achieve the same. In CRM navigate to dynamics 365 Portals as shown below. Click on entity list as shown below Click on new as shown below. Enter name in the name field. Select the entity to which you have to make API request. Select website. Click on add view and select view. Click on save and save the record. Now click on OData Tab Select Enabled. Select Enabled. Now Select view (Note: Only the fields in the view will be exposed to the API). To access API use https://domain/_odata/GetAccountsData By accession above URL in browser you will be able to reterive data from Account entity.

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Register an application entity in Azure Active Directory

Posted On March 5, 2020 by Shrusti Talati Posted in

The following steps are to be followed to register an application entity in Azure Active Directory:- Go to Azure Active Directory and Click on App Registrations. Click on New Registration, Enter a name and the Redirect URL and click Register. Copy and save the Application(client) ID and Tenant ID in a text file. Generate a key for the Client ID from Certificate & secrets section.Go to Certificate & secrets and click + New Client Secret.

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Unit Of Measure Issue in D365 Commerce (Retail)

Posted On March 5, 2020 by Admin Posted in

When a product can be sold, purchased or stored in more than one unit of measure, it’s important that you set up the correct unit of measure conversions. I recently came across an issue where the unit of measure conversions I created in HQ was not showing up on POS. As you can see in the above image I kept receiving this error. Finally I fixed it after a lot of research and trials. The issue was very minor but it took a lot of time to detect it. Go to units and make sure the language selected in Translated unit descriptions is similar at store level and in workers form as well and then you should not face this issue Hope this helps!

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Customize Opportunity Close Dialogue Box

Go to Admin settings. Click on system settings After clicking on System settings, a popup opens, click sales tab as shown below. Select Yes in Customize close opportunity form and click ok, refer below image.

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Choose which All Records To Create While Qualifying Lead

Go to Admin settings Click on system setting After clicking on System settings, a popup opens, click sales tab as shown below. Now, select no for Qualified lead experience refer below image.

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New Office mobile app for Android and iOS

Separate versions of Word, Excel, and PowerPoint is already available on both iOS and Android. The new Office mobile app combines Word, Excel, and PowerPoint into a single app and introduces new mobile-centric features to make it your go-to productivity app on a phone. Microsoft has done a good job of combining all of the functionality from the separate Word, Excel and PowerPoint apps into a single Office app and this is surely going to replace all the separate versions. Key Benefits: Combining Word, Excel, and PowerPoint and to some extent Microsoft Office Lens to a single app making switching between the apps easy and requires less space with respect to the individual apps. Do more with your phone camera like converting images into editable Word and Excel documents, scanning pictures into PDF, Scan QR code and capturing whiteboards with digital enhancements to make content easier to read. New functionality for common tasks like making quick notes, signing PDF, converting a document to PDF and transferring files between devices. Connect your Office App with Work or School account. All productivity apps in the same and easily switch between Apps. Find all the recent documents.   4. Easily locate the document in OneDrive, SharePoint. Browse Google Drive documents, documents on your device and also you can connect other cloud storage such as Dropbox.   5. Easily search for documents through the Search bar. 6. Transfer files between devices -Open the Office App on your mobile device and open transfer.office.com on your system, pair the device by scanning the QR code and easily transfer files. 7. Share files to nearby devices quickly.   8. Other important features: Image to Text – Extract text from your image to Word document. Image to Table – Extract a table for an image to Excel document. Sign a PDF – Add your signature to a PDF file. Scan to PDF – Scan pictured to PDF. Pictures to PDF – Create PDF from the pictures stored on your system. Document to PDF – Easily convert your documents to PDF. Scan QR code – Scan QR code from within the Office App to open a document. Upcoming Features –  Word Dictation – Turn your voice into written text and use voice commands. Refer  – Word Dictation Source  – Microsoft Article Outline to PowerPoint –  Write your presentation content as a simple outline and let PowerPoint designer turn it into presentable slides with proper formatting and styling of the content. Refer – Outline to PowerPoint Source – Microsoft Article Excel Card Views – View and edit data in an Excel table row in a simple, digestible card format so you do not have span across columns that extend beyond the limits of the screen. Refer – Excel Card Views The new Office app is surely going to replace the individual apps for Word, Excel, and PPT as it makes very easier to download and install. It saves space of individual apps on the device and quickly switches the apps within the Office app. Additionally, we have seen above the features that provide the opportunity to do more with the App. Thanks!

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Delete multiple CDS records from Grid using PowerApps.

Introduction: In this blog, we will learn how to Delete multiple records of CDS from the Grid.   Use Case: We have a requirement where there is a Grid of CDS Data Source, on clicking the Delete Icon on top of the Grid, it should delete every record which is selected through the checkbox which is there on every record of the Grid.   Solution: Steps to be followed: 1. There is a Screen on which there a Editable grid of Quote Product Entity. To Create an Editable Grid refer to the following link. https://www.cloudfronts.com/create-an-editable-grid-view-in-powerapps/ To add Lookup Fields in the Grid refer to the following link. https://www.cloudfronts.com/add-lookup-fields-in-an-editable-grid-using-powerapps/ 2. This is the grid with a checkbox. 3. To delete selected records, first create a Collection:          OnSelect property of the Delete icon:          Set DeleteIcon.OnSelect = ClearCollect(<VariableName>,Filter(<GalleryName>.AllItems,<CheckBoxName>.Value = true ))          For eg: DeleteSelectedRecord.OnSelect= ClearCollect(SelectedQuoteProductDelete,Filter(GalleryQuoteProduct.AllItems,CheckboxQuoteProductGallery.Value = true)) 4. When we select the Delete Icon, it will collect all the records where the Checkbox is selected. 5. To delete the records from the CDS, set the OnSelect property of the Delete Icon to the following formula:          OnSelect property of the Delete icon:          Set DeleteIcon.OnSelect =  ForAll(<CollectionVariable>,RemoveIf(‘Gallery Data Source’,<GUID you want to delete>))          For eg: DeleteSelectedRecord.OnSelect =  ForAll(SelectedQuoteProductDelete,RemoveIf( [@’Quote Products’], ‘Quote Product’ in SelectedQuoteProductDelete[@’Quote Product’] )) 6. Combine the Whole formula in the Set OnSelect property of Set DeleteIcon : For eg: DeleteSelectedRecord.OnSelect =  ClearCollect(SelectedQuoteProductDelete,Filter(GalleryQuoteProduct.AllItems,CheckboxQuoteProductGallery.Value = true)); ForAll(SelectedQuoteProductDelete,RemoveIf([@’Quote Products’],’Quote Product’ in SelectedQuoteProductDelete[@’Quote Product’]) ) Conclusion: Hope above Blog helps you delete multiple records of CDS from the Grid.

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Hide certain Field of the form depending on Security Role of the User using PowerApps.

Introduction: In this blog, we will learn how to hide fields from the form based on the Security Role of the Logged in User. Use Case: We have a requirement where there are some Fields in the form, which should be hidden to the users who does not have the Security Role as Manager. Steps: 1. This is the form of Quote Product. We want to hide the Price Overriden field from the form to certain Users. 2. To hide the field, click on the DataCard.         Visible property of the DataCard:          Set Price Overridden_DataCard.Visible =  If(LookUp([@’Security Roles’],Name = “Manager”,Role) in Concat(LookUp([@Users],’Full Name’ = User().FullName).’Security Roles(systemuserroles_association)’,Role & “;”),true,false)   Conclusion: Hope the above Blog helps you to hide fields from the form based on the Security Role of the Logged in User.

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