Introduction This blog explains how we can add “Change Password” in the Profile navigation of the D365 Portal. Steps to be followed: Go to Weblink sets 🡪 Profile Navigation Open Profile Navigation record 3. Click on the “Links” tab. Add “+ New Web Link” 4. Add below details in the form Name: Change Password Web Link Set: Profile Navigation Publishing State: Published External URL: <portal url>/en-US/Account/Manage/ChangePassword Display Order: 2 5. Save the record. 6. Now you can see the “Change Password” option in the profile navigation of the portal. NOTE: if you don’t see the changes clear the cache of the portal and check again. – Click on “Change Password” and it will navigate you to the page below. – You can change your password from here.

Introduction: This blog will guide you through how you can schedule your Pipeline in ADF with the help of scheduled trigger. The Time is crucial when you schedule your Pipeline. Go through all the steps to avoid the common mistake which you might make. Step 1: Click on Trigger and select “New/Edit”. Step 2: Click on “New”. Step 3: Select Type = “Scheduled”. Set the Start Date (UTC) and Time Recurrence to 1 Week(s) and Select the required Day(s). Step 4: Click on OK and Publish the changes. Step 5: The Time that you must enter here is in UTC, so convert the local time at which you want to schedule to UTC and set it accordingly. Use the following link to convert it. https://www.prokerala.com/travel/timezones/time-converter.php

Introduction: ADF has a feature to Monitor and Audit the ADF activity. These Alerts can be Fired on both success and failure of a pipeline based on how we configure it. Step 1: Go to ADF Monitory and click “New Alert Rule” to create a new alert. Step 2: Set the Alert rule name and its severity: – Sev 0 = Critical – Sev 1 = Error – Sev 2 = Warning – Sev 3 = Informational – Sev 4 = Verbose Here we will select Sev1 Step 3: Set the Alert criteria as Failed pipeline runs metrics which will trigger only when a pipeline activity fails. Step 4: Set the Alert criteria as Failed pipeline runs metrics which will trigger only when a pipeline activity fails.   Step 5: Select the Name of the Pipeline for which you want to send the alerts. Step 6: Select All the Failure Types. Step 7: Set the Alert Logic to compare the metric value with threshold calculated based on time aggregation. Set the period and frequency based on which the above time aggregation in alert logic condition works. For now, keep these options as default and click on Add Criteria. Note: Only two criteria can be added. Check the Next Part 2 of this Blog at :

Introduction: ADF has a feature to Monitor and Audit the ADF activity. These Alerts can be Fired on both success and failure of a pipeline based on how we configure it. We have already created a Target Criteria in the previous in Blog. Check it out here: In this Part we will configure Email Notification for Failure of Pipeline Runs Step 1: Under configure Email/SMS/Push/Voice notification click on Configure Notification to set an action group. An action group defines a set of notification preferences and actions included by Azure alerts. Step 2: Select Create new. Give an Action Group name and Short name and click on add notification. Step 3: Give the Action Name and check mark the Email Option. Step 4: Add the Email address and click on Add notification. Step 5: You can see that your Notification is now added and you can click on Add action group. Step 6: You can click on Create Rule once your Target criteria and Notifications are added and Enable rule upon creation is enabled. Step 7: Thus a new Email Alert has been created for Failure of Pipeline.

Introduction : This Blog will explain about Saving PDF documents directly to SharePoint in a Single Click and this is available for entities listed below only Account Contact Opportunity Lead Quote Order Invoice   Steps to enable Entities for PDF generation: Note : Before starting make sure wave 1 2020 feature is enable in Sandbox. Go to Sales hub -> App settings -> and Convert to PDF.  2. Click on Manage -> Enable entities and save. PDF Creation: Once we have enabled entities,  “Create PDF” button will be enabled as shown below : 2. When you click on Document , option will be shown to save the document in SharePoint. If we want to save the Document , Click on Save. Else Document will be downloaded. 3. We can view the saved Document by browsing to Related>>Documents in Dynamic CRM. Also we can view the Documents in the SharePoint. Conclusion : This feature will be helpful for Sales Team to increase Productivity.

Introduction: This blog will show you how you can color individual rows differently based on different conditions and the row headers in matrix (Not alternating rows). Our Scenario: I want to apply colors to different rows of the following Buckets: Current – No Color 1-30 Days Past Due – Yellow 31-60 Days Past Due – Orange 61-90 Days Past Due – Red 91 or More Days Past Due – Red Step 1: Create a new calculated column in your data source which applies a numeric value to each header type that you would like to have highlighted. We have created a Calculated Column using the following query. Step 2: Select the Matrix to which you want to apply the formatting and go to conditional formatting section in the Format Tab and turn the Background Color Option “On”. Step 3: The Conditional Formatting is applied for different fields in the Values section in the Matrix. So we will apply conditional formatting according to No.  field first. Select Format by “Rules”. In Based on field select “Sum of Color Column” and in Summarization select “Sum”. In the Rules section add the Rule as shown in the Screenshot.  Step 4: Apply the other rules for different colors same as above. Step 5: The Colors have been applied to different buckets according to our rule for “No.” Column. Step 6: Repeat the same steps by selecting different fields from the drop down under Conditional Formatting, one by one. Step 7: Thus we have colored the different rows of the Matrix successfully based on our condition.

To edit the mappings of Business card scanner control, refer below steps. Select the Settings icon, and then select Advanced Settings. The Business Management page opens. On the navigation bar, select Settings, and then under Customization, select Customization. Select Customize the System. Under Components in the solution explorer, expand Entities, and then expand the Contact or Lead Select Forms. Open the form of type Quick Create. Locate and select the Business Card field on the form, and select Change Properties in the Edit In the Field Properties dialog box, select AI Builder Business Card control on the Control Select the property that you want to change the mapping for, and select the Edit icon to change the value the field maps to. When done, select OK.

Introduction:   We had a requirement, where using MS flows, we had to set the field named Outreach which was a datetime field as blank. For a  date time field,null expression cannot be directly set and so we could not clear the existing Date in this field When I tried to set null, it failed with an error “Minimum value for date can be 01/01/1753”.   Solution: We used the below work around. Add a step Convert Time Zone, add base time as Null. Since we are not actually converting from any time zone, we can keep source and destination time zone as same. For the record on which we want to set date as null, configure run after as below. For the date, now set converted time instead of null Conclusion: The date will be cleared and set to blank.

Introduction:   When we create a view, We can configure the sort but the sorting is available only for the columns which are a part of the entity on which the view is created. Eg: In the active accounts view, there is a column ” Email” which is a field from Contact Entity. If we see the columns available for sorting we cannot see Email. However, in case you want to sort on a column from the related entity we can do it using the view designer and Fetch Xml builder tools from the XRM Toolbox. Solution: On load of My active accounts, the default sort is on Account Name Open View Designer on XRM Toolbox Click on Edit Query to open Fetch XML Builder We can see the order attribute is on name Now, we can edit and add order attribute to emailaddress1 After you click on Return FetchXML, you will return back to view designer. Then click on edit XML and remove the disable sorting on the attribute. You can now save and Publish.   Conclusion: The View My active accounts will be by default sorted by email address in ascending order.

As an Administrator, you might face this situation and suddenly you are not able to see one of the Channel in Microsoft Teams. There might be a chance that it got deleted somehow. Will you be able to recover the deleted Channel? The answer is Yes as a Team owner you will be able to recover the deleted channel. You can restore any deleted channel up to 21 days. In this article, we are going to see how to restore deleted channels, auditing, and other preventive measures. Restoring a deleted Channel in MS Teams: Go to Microsoft Teams > Click on Team whose Channel got deleted. Click on the 3 dots beside and then go to the Manage Team. Go to Channel option, expand Deleted items. You will see all the deleted Channels listed over there. Click Restore. By default, all the Members of the team have the right to delete the Channel in Microsoft Teams. After this incident, you might want to remove delete permission for the Team members. Please find the steps below. Go to the Team for which you want to manage permissions. Click on the 3 dots beside and then go to the Manage Team (as we did while Restoring the channel). Go to the Settings option, expand “Member Permission”. Uncheck “Allow members to delete and restore channels”. You can manage other permissions as well as per your organization requirements. If any channel got deleted, you might want to know who has deleted this, to ensure it doesn’t happen again. We can search for the Audit logs from Security and Compliance center. Login to Security & Compliance center (protection.office.com). On the left navigation, Go to Search > Audit log search. Select the activities, you want to search for. In this case, we need to find who deleted the Channel. Scroll down to MS Teams activities. Provide the start date and end date and then search. You can leave the Users field blank. Click on Search. You can find the deleted channel activities on the right-hand side. You can also set up Teams retention policy for chat and channel messages and decide whether to retain data, delete it or retain for a specific period.  Find the steps below to setup Retention Policy. Go to Office 365 Security & Compliance Center > Information Governance > Retention > Create. Name your Policy and add a description. You can set the Retention Policy for Retain Data or Delete Data. Retain Data – This will ensure that your data is retained for a specified period. Data is retained and is available for eDiscovery even if the user deletes it. You can define whether to delete data or do nothing after the Retention period is over. Delete Data – If you set up the Retention policy to delete data after the defined time. Choose Microsoft Teams as a location. You need to select if you want to apply Retention policy for Teams Chat and Channel messages. Review your settings and create the policy. In this article, we saw how we can restore a deleted channel, managing members permissions, checking the Audit logs and applying Retention Policy which will help your organization to manage MS Teams more efficiently. Thanks!