Introduction In this blog, we will resolve “Operation has timed out” error in D365 Portals. Steps to solve this issue: Restart your portal by going to the admin center. Steps to restart the portal: Go to the Dynamics 365 Administration Center page and select the Applications tab. Select the name of the portal, and then select Manage. Click on Portal Actions –>Restart.  Click on Restart. Wait for a few minutes and go back to your portal, it should be working now. Reference: https://docs.microsoft.com/en-us/dynamics365/portals/portal-faq

The tips for formating SSRS reports have been covered here. The Default margin settings have been given as to avoid the blank page issue And give the report a formal look. Also, how to Align Page Number in center of the page has been showed. Default margin settings:- Aligning Page Number in center of the page :- Select Page Number Text Box-> Format->Center in Form Hope this helps! For more such blogs refer the below link. https://www.cloudfronts.com/how-to-use-level-up-for-dynamics-365-crm/

Introduction: This blog details steps on how to disable most recently used items in Lookup of D365 CRM. Scenario: Enabling prefiltering on “Reported By Contact” Lookup by Service Account in Work Order Form of D365 Field Service however it shows records which are not filtered. Developers assume prefiltering is not working however it shows most recently used items also. This feature was released in version 9.1.0.3452 and it can be disabled by following the below steps. Step: Navigate to the form editor and open the lookup field’s properties dialog. The checkbox should be enabled for option “Disable most recently used items for this field” below is screenshot for reference. Below is screenshot after publishing the form and Contacts are shown as expected.   Conclusion: Hope this blog helps you resolve the issue for disabling most recent items in lookup of D365 CRM.

Microsoft Excel has traditionally been the go-to reporting tool for businesses, but Power BI offers powerful analytics and reporting features for organizations. With faster experimentation with visualizations, statistical functions and calculations across broad datasets and ability to derive answers on the fly through the rapid recombination of fields, it is clear that Power BI delivers far greater insight than Excel. Reasons Why You Should Migrate Reporting from Excel to Power BI: 1. Storing and Accessing Large amount of Data Power BI has very impressive compression abilities for Microsoft Excel and text/.csv files, which allows you to view, analyze and visualize huge quantities of data that cannot be opened in Excel. Large datasets don’t have to be cut down in size and aggregated to show more encompassing analysis. 2.Applications Excel does have some of the newer charts now, they can’t connect to the data model. But Power BI is ideal for Dashboards, alerts, KPIs, and visualizations, including analyzing your data visually. 3.Reports Excel reports are normal and ordinary comparing Power BI whereas Power BI offers Beautiful branded reports comparing Excel. 4.Cross Filtering Power BI allows advanced features in Cross filtering between charts unlike excel. 5.Dashboard Refreshment You can refresh data in Power BI. Excel does not allow dashboard refreshment. 6.DataSet Power BI has the capability of handling larger dataset. Excel can handle limited dataset only. 7. Incredible Cloud-based Features Once you have finished constructing your Power BI analysis, you need a way to publish and disseminate your dashboards and reports. In Excel this would typically involve emailing a large file around, putting it in a shared drive or SharePoint portal, and letting people know it has been updated.With Power BI offered “publish” this process has been completely revolutionized. 8.Natural Language Query This incredible feature allows users to type questions and get an answer, either in a default or user-specified form. This is useful for executives with specific questions and business users who are unfamiliar with Power BI or the data model behind the report. Power BI is an easy tool to use that helps propel organizations into a data driven culture. With powerful self-service abilities, no longer are business users dependent on IT for gathering, transforming and analyzing data. Automation of dataset integration, ease of expansion into new data sources, rapid visualizations, and easily deployable Row Level Security are amongst the many reasons Power BI is a necessity.Additionally, a cloud-based collaboration environment with features like Natural Language Query ease the process of data governance. In the age of analytics, it’s import for organizations to intelligently utilize the data they collect to rapidly evolve with changing business and consumer habits. For more such blogs refer the below link. https://www.cloudfronts.com/how-to-use-level-up-for-dynamics-365-crm/

This chrome extension allows to easily find the logical names of entities. It also allows Dynamics CRM users to perform advanced actions, that normally require bookmarklets. Steps: Install Chrome Extension Link-https://chrome.google.com/webstore/detail/level-up-for-dynamics-crm/bjnkkhimoaclnddigpphpgkfgeggokam   The other major functionalities provided are: Hope this helps!

Offline functionality in Modern POS (MPOS) is critical to business continuity and continuous store operations. MPOS must be available whenever needed, and as a result, it is critical that offline mode is provided for the broadest set of scenarios. Generally Offline functionality is not enabled by default. When you create a store, you need to configure it to run MPOS,  You need to enable Support offline functionality from the register level and on store-level ensure that offline profile is selected. After running the appropriate jobs, offline functionality should work with MPOS in case the internet connection goes out. The offline mode should kick in automatically when the connection with retail HQ or internet goes out. Microsoft has extended this functionality by making an improvement to it. Now you have the ability to switch to offline manually prior to signing in to MPOS.  To do this you need to go to an offline profile and enable allow a manual switch to offline Run Register, Channel Configuration and Offline database configuration jobs. Now open the MPOS App and click on the Hamburger icon at the top left of the screen and go to settings Here you get an option to switch to the offline mode if you want to work offline. The advantage of having this manual mode is that if you don’t have to wait for MPOS to decide whether to switch to the offline mode or not. Hence your time is saved. You can make that decision and proceed with offline or online mode. Hope this helps!

Introduction: Use the Update Block to update existing records in the source or target datastore. While integrating with Microsoft Dynamics NAV as a destination use the Update Merge Block to perform the Update Operation in Microsoft Dynamics NAV. The Update Merge block can configured as follows. General Tab Following Options are available under the General Tab. Change the Block Label Add Description Set Batch Processing Options Select the entity to use for this Operation. Matching Criteria Tab Following Options are available under the Matching Tab. Specify one or more fields in your source and target data to select records for this operation. Fields Tab Following Options are available under the Fields Tab. Map the required fields from your source to destination directly or based on some formulae. Note: The following fields must Hardcoded Error Handling Tab Following Options are available under the Error Handling Tab. When an operation fails — If the record cannot be updated, an error is logged. If no matches are found — If the record being processed does not match the criteria in the Matching Criteria Tab, it is not updated, and an error is logged. Errors and Warnings Tab Following Options are available under the Errors And Warnings Tab. Various Errors available are displayed. Once you have corrected the errors click on Validate button to update the Errors and Warnings Tab.

Introduction: Establishing a connection is an important step before developing a solution for Integration. While integrating with Microsoft Dynamics NAV as a source/destination a Connection is needed which can be established as follows. Step 1: Click on “More” tab and choose Connections. Step 2: Click on “Addition” Symbol to add a Connection. Step 3: Install On-Prem Agent on Nav server. Refer to the link below. https://help.scribesoft.com/scribe/en/index.htm#sol/agent/agentinstall.htm?Highlight=On%20prem%20agent Step 4: Add the details as follows. Connector Type: Microsoft Dynamics 365 Business Central/NAV. Name: Give a name for your connection. OData Service URL: Get the required Odata URL from NAV. Note: The URL should end with “Odata” at end. No additional forward slash must be added at the end of the URL which might result in errors. http://ftl-nav-dev:7048/FTL-DEVInstance/OData User: Find it after the date as follows. Password: Password for NAV Company Name: Find it before the date as follows. Agent: Select the On-Prem Agent which you had installed.

Introduction: Converting Date/Time values according to a time zone is quite challenging task in SSRS Reporting. For D365 CRM online we can achieve this using CDate Function. I will demonstrate how to use CDate function with a dynamic time-zone parameter. Step 1: Add this reference to the report properties: Click on “References” and then click on “Add” button under “Add or remove assemblies”. Browse the following file from your BIDS folder. Microsoft.Crm.Reporting.RdlHelper, Version=9.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35 Click on Ok button to save the changes. Step 2: Create the parameter in the report data section in the “Parameters” folder as shown below: In the “Default Values” section check the click on “Add” Button. Enter the User Time Zone in the Formula and click on OK to Save the Changes. Step 3: To use this functionality is simply as follows: DateValue(CDate(Microsoft.Crm.Reporting.RdlHelper.DateTimeUtility.ConvertUtcToLocalTime(Fields!msdyn_dateValue.Value, Parameters!CRM_UserTimeZoneName.Value))) Example: If the Expression or Formula is as follow: Last 30 =WeekdayName(Weekday(DateSerial(Year(Fields!msdyn_dateValue.Value), Month(Fields!msdyn_dateValue.Value),”1″).AddMonths(1).AddDays(-30))) The Replace it with: Last 30= WeekdayName(Weekday(DateSerial(Year(DateValue(CDate(Microsoft.Crm.Reporting.RdlHelper.DateTimeUtility.ConvertUtcToLocalTime(Fields!msdyn_dateValue.Value, Parameters!CRM_UserTimeZoneName.Value)))), Month(DateValue(CDate(Microsoft.Crm.Reporting.RdlHelper.DateTimeUtility.ConvertUtcToLocalTime(Fields!msdyn_dateValue.Value, Parameters!CRM_UserTimeZoneName.Value)))),”1″).AddMonths(1).AddDays(-30))) Note: This is an easy way of dynamically converting a time zone from UTC to the user’s local time using CRM Online. We have to replace all the formulae which contain the DateTime field value which is retrieved directly from FetchXML with the above mentioned Function to avoid issues in SSRS reports due to Time Zone Conversion.

If your organization is using Zoho People and Office 365, you will find this article very useful. In this article we are going to synchronize users between two applications, we will link Zoho people with Office 365 and can log in to Zoho People using Office 365 password instead of having a separate password for both the applications. IT Considerations: Zoho People subscription is required. Office 365 subscription is required. This article basically applies if you have a new Zoho people system and none of the users is added yet. If the users are already added in Zoho, there is a password created already for accessing Zoho People. Domain DNS Zone credential is required for the domain verification process. Step 1: Get the Zoho People App. Sign in to your Office 365 account (portal.office.com). Click on All Apps and click the Add-In button. Search for the Zoho People App and click on “GET IT NOW” and then click on Continue (check below screenshot). Once the above process is followed, you will be asked to log in and then provide permission to the app. Once you accept, you will be able to access Zoho People. The administrator who installs the Zoho People app for Office 365 will automatically become an admin in Zoho People. After you get the app, it will be shown in the app list on portal.office.com. Step 2: Adding users from Office 365. Once the Zoho People app is enabled for Office 365, you can add your users to the Zoho people account from Office 365 tenant. Note – Only Zoho people admin can sync the users from Office 365 to Zoho. To add users from Office 365 tenant, go to Zoho People, click Settings > Users. Click on sync > Import from Office 365. After that, you will be asked to verify the domain (see below screenshot). To verify the domain, you will need to add either the TXT or CNAME records to the DNS Zone for the domain. DNS Propagation may take some time, depending upon where it is hosted. After some time you can click on the verify button. If the DNS propagation is done, the domain will get verified, if it doesn’t get verified, you will need to wait for the propagation. You can see the verification status in the below screenshot. You will find the Users from Office 365. Select Users from the list to be added to your Zoho People account and Click ‘Import User’. The imported users will be added to the user’s list in Zoho People. Note – When you have synced the users from Office 365, Zoho People will not create a password for those users and you will need to log in with Office 365 credentials. Step 3: User login – For End-users. Once all the user is added to the Zoho People account, the user will be able to login to Zoho. Here are the steps on how to log in. Log in to portal.office.com and click on All Apps (the same process which is shown in step 1). Click the Add-In button and search for the Zoho People app and then click the “GET IT NOW” button. It will now show in the My Apps on the portal.office.com. End-users can directly go to portal.office.com and then click Zoho People to login. If you directly want to log in to Zoho People without going to the above portal, you can go to the URL – https://www.zoho.com/people/login.html Click on Sign In and since we do not have Zoho People password as we synced the users from office 365 and not created it on Zoho People directly, we will need to click on Sign in with Google or other IDPs. After that select Office 365 and sign in using your Office 365 credentials. Since this will become a longer process, it is better to get the Add-In on portal.office.com and go to Zoho People directly. It will be very helpful for the Admins with regards to the User management since the user will be managed from Office 365 itself, which means adding users and a password reset will be done from Office 365 Admin Center. It’s just that whenever a user is added in Office 365 Admin Center, user list needs to be synced once from Zoho People by the admin. This article will also be very helpful for those who are using Office 365 and Zoho people or who are willing to use Zoho People for HR processes. By following the above process, you can log in to Zoho people by using Office 365 credentials and will not have Zoho People credentials separately to remember.