Problem Definition: The sales cycle in my company demands me to create an opportunity every time a CR is requested or there is an additional estimate via a proposal that we ask on the current project from the customer. This needs me to go through the cycle from Opportunity to Quote to Contract. But, in this cycle, I do not want to create another Quote or contract, but update the existing one to add another Quote Line Detail. This is not possible once the Quote is marked a won in PSA. Solution: Following is what can be done to enable the Quote to move it to Draft mode an make it editable. Step 1: Go to the Quote and click on the Flow button in the Ribbon control and click on Create New Flow as shown in the screenshot below. Step 2: Use the Common Data Service Template and click on Continue. In case you see this page and you are not signed in with your account, please sign in and continue. Step 3: On the next screen select the details as shown in the below screenshot. Step 4: Select the Update Record Option from below as shown.   Step 5: Click on Add Dynamic Content link and select Quote field from there as shown below. Step 6: Change the field “Status Value” to Draft and Save the Flow. Step 7: Navigate to the flow and name is as shown below. Step 8: Its time now to test the Flow developed. Navigate to your Quotes and filter out the Won Quotes. Open one Quote and Click on Flow button from the Ribbon control and select the Flow that we wrote as shown below Step 9: Refresh the page and check that the Flow has done its job and the Quote is now in the Draft mode, ready to edit. This blog reflects my personal findings and based solely on my experience of using PSA for the last 3+ years. For those who are looking for a platform that can track and manage the entire procedures of sales and project management, I would highly recommend them to try Microsoft dynamics 365 for project service automation.

Most times when you want to use AddCustomView() method to a Dynamics 365 control, you need to pass layoutXml to the method that will show the view you define. There’s an easier trick than writing this up. Select your View Assuming, you have an Advanced Find view open in the window which you want as a layoutXml of, on the same, press F12 to open Dev Tools. Select the selector. And on the Advanced Find window, select Body section Click on it, and the par will be selected in the Console of the Dev Tools. Once this is available, search for layoutXml and cycle through the results to go to the last result. select the “value” part. That is your layoutXml. Hope this helps.

Problem Definition: One of my clients decided to use Expense module in PSA and to his surprise he could see the amount value to be 0 in the Actuals. But, at the same time the Cost line had values in it. Upon researching and digging into all the configurations I was tired and couldn’t conclude. Finally, one configuration that made it work was to add the Transaction Category in the Sales Price List and make it Chargeable at Cost. Below is how to do it: Navigate to the project contract. Open the Pricelist associated with the Contract. It can be either the default pricelist or can be the custom price list for that particular contract. In the case shown in the screen shot, it is the Custom Price List. How do we Identify whether it is a Custom Price List is that, with the name of the Pricelist i.e. Sales Price List USD, there is the name of the opportunity and the Timestamp appended to it. You will see it in the screenshot below. Once you open that Custom Price List and Navigate to Category Prices, Click on “+ Add New Transaction Category” You will see a Quick Create Form opening up to add the Transaction Category. Fill in the details as shown in the below screenshot. The click on Save and Close and you will see your transaction Category added in the Grid. Your configuration is now ready. The next step is: To raise an expense as shown below. Configure/Create a Expense Category and relate it to the Transaction Category as per below. Navigate to Settings Area and Click on Expense Categories and then click on New. 2. Fill in the details as shown below. If you observe in the above image, there is a Transaction Category associated with the expense category and that is the one that should be present in the PriceList that we discussed initially in the above part of this blog. Once the expense is raised, Submit it. Submission sends it for the project Manager for approval. Project Manager approves it and as soon as the Project Manager approves it, it gets converted to Actuals as shown below. 4. Last step is to Create Invoice and see if the Expense gets shown up in the Invoice. For the same traverse to Project Contract and Open the specific project contract. It will automatically take you to Invoice Entity where the Invoice will be generated as shown below. Tips to remember: For Fixed Bid Project contract, you will need to create one more project contract line header which is of T&M type. This will be associated with another project on which you can raise the expenses. For T&M, we can still continue to raise the expense on the same project and there is no need of creating one more project contract line header. This blog reflects my personal findings and based solely on my experience of using PSA for last 3+ years. For those who are looking for a platform that can track and manage the entire procedures of sales and project managements, I would highly recommend them to try Microsoft dynamics 365 for project service automation.

Docker is an independent container platform that enables organizations to seamlessly build, share and run any application, anywhere from hybrid cloud to the edge. Docker provides the ability to package and run an application in a loosely isolated environment called a container. The following steps shall help you to get Docker in place on your system. Steps: Visit the link- https://www.docker.com/products/docker-desktop, which will direct you to the Dockers website, after opening the link choose the “Download Desktop for Mac and Windows”. Now Create an Account for Docker or Login with credentials if you have an Account. After that go with “Download Docker desktop for Windows” and your download shall start soon. Install the downloaded “.exe” file and you are good to go with Dockers. Now look for “Docker Desktop is running”on your TaskBar with  Docker Icon. Open Powershell, and execute the command “docker info” and you shall see the docker information as below: Hope this helps!

Wave 2019 Updates brought some really sought-after features. Another one which I would like to bring up is the Lead Qualification experience. I’ve written this post when I enabled the Early Opt-in of Wave 2 Oct 2019 Updates. To enable Early Opt-in, please refer this post – Early Opt-in for October 2019 Wave 2 Updates This is set to release for the Oct 2019 Updates. Default Behavior So when you Qualify Lead by default – Account, Contact and Opportunity records are created. Notice that by default, the created Account and Contact are always auto-filled. Lead Qualify Experience in System Settings By default, D365 will let you create all three – Account, Contact and Opportunity records when you Qualify a Lead. When you select No, you’ll be asked which all entities should be created when you Qualify a Lead.   Lead Qualification for selected entities No, when you click on Qualify button, you’ll be treated with this Dialog box where you can choose what records should be created. I’ll select only Opportunity this time   And only Opportunity will be created and notice that the Contact and Account are blank this time. Hope this is useful! Thanks. Related Blog on one of Wave 2 2019 Update: Customize Opportunity Close dialog box in D365 CE v9 Unified Interface – Wave 2 update I’m also listed on the Top 100 CRM Blogs and Websites on Feedspot. It has a curated list of awesome bloggers.

August 2, 2019 was when the Wave 2 Updates were to be out. And here we are! By now, you should have gotten the option to update the wave 2 updates on your environment(s). Let take a quick look at how you can enable this for your environment. Here are the details Microsoft notes on the Early opt in to 2019 release wave 2 Enabling Wave 2 2019 Updates Visit https://admin.powerplatform.microsoft.com/ (PowerPlatform Admin Center) and go to Environments. Select the environment Check that the updates are available for Activating. Initially the 2019 release wave 2 updates will appear Off. Click Manage. Please note that you should try this on the Sandbox first before opting to apply on Production directly. Click on Update now Click Confirm. And the Updating will start in a few moments. Progress You’ll see that the Apps are being updated as shown below for a few hours As and when each of the apps complete, it’ll show progress as below Once complete, this will be the status 2019 Wave 2 Updates Applied Once completed, you can log into Dynamics and check the About section to find out that the updates have been applied Here’s what everything’s included in the 2019 wave 2 updates: 2019 release wave 2 features available for early access Happy 365ing! Hope this helps.

Default App Icons for typical D365 environment look like these. But here’s what you can do to change these to put custom SVG icons. SVG Icons Regardless of dimensions, SVG icons work everywhere. So why keep them to just Ribbons, you can even change your App Icons to SVG Icons in your Dynamics 365 implementation. Make Web Resource for your SVG Icon. Open your Model Driven App in Dynamics 365 Solution. In the App Designer, go to Properties of the App itself and look for the drop-down above App Tile. Select your SVG Icon and Publish the same And you’re set! Hope this helps!  

Today we can find so many kinds of ERP solutions, but not all the software solutions that you find out are the best. But, Dynamics 365 for finance and operations is one of the best ERP solutions for so many reasons. This software will help your finance and operations team to become a lot more effective and efficient. This software comes from Microsoft, which is one of the reputed companies in the world.  This particular software provides so many wonderful features that you will not get when you use any other ERP solutions that you find in the market. This is one of the reasons why it is quite popular. You can streamline the processes in manufacturing, warehousing, transportation, and finance departments by using this software. In this blog, I am going to demonstrate the set up/configuration you are required to do for the first time when you set up the POS on a computer. Whether its CPOS or MPOS, this set up is essential else your POS will not connect to the printer at all. Step 1: Download the printer driver. In this demo, we are using Epson printer. For the Epson printer, you need to download EPSON OPOS ADK from the Epson website. Step 2: Once installed you can open it from the start menu Step 3: Right-click on POS Printer in the devices section and click Add New device. Here you need to add your device Step 4: Mention the name of the printer manually in the Add New LDN box. Make sure the name you mention matches the exact printer name which you have mentioned on HQ. That’s all. You are good to go. Hope this helps!

Customers are crucial to the success of any business. When you build your business focusing primarily on giving the best experience to your customer, your business is going to bloom. Your profits are going to multiply each year. Dynamics 365 for customer service is one of the best ERP solutions that you can find in the world.  It will help in streamlining the processes in all the departments to make your business customer-friendly and customer biased. When customers know that you value their association, they are going to stay with you for a long time becoming your loyal customers.  People who never used this ERP solution may not know how to find what they want. Here is a topic that you should learn as it will be quite helpful to you in the long run. Data Integration project support two types of executions Manual and auto-refresh i.e. schedule-based refresh. For a manual refresh, we have to select the project and click on run. In this blog, we will learn how to create a schedule to run an Integration project at a specific date and/or time. First, go to Admin Center Go to the Data Integration -> Projects and click on the ellipses of the project to be scheduled and click on Schedule We will get two options a. Run Manually b. Run on specific day and/or time  Now let’s schedule the project, in this example we going to schedule the project every hour starting at 17-Aug-2019 to 30-Aug-2019, and it should run form 12 AM to 2 AM. After scheduling click on save We can schedule the project in another way also, to do this  go to the scheduling after selecting on the Integration project After clicking on the project following window will open and then click on the Scheduling and same scheduling window will appear. In this way we can create schedule-based refresh for the Integration project

Error handling is very important part of any integration project, it is also very important to fix the issue when it is recognized, so it is very important to take action to resolve it earliest. In the Integration project of CDS we can setup email alert option in following way. First go to Admin Center Go to Data Integration -> Select the project -> Go to Scheduling Following window will appear Tick the checkbox and specify the email address on which we wanted to receive the alerts and click on save. In this way we can set up the email alert notification for Integration progress in CDS.