Introduction: This blog explains How to set up Gmail Authentication for D365 Portals. Steps: 1.) Register D365 Portal with Google API Go to Google API Console: https://console.developers.google.com/apis/dashboard?project=symmetric-axle-236007 2.) Create New Project or select the Project. 3.) Click on “+Enable APIS and Services” 4.) Select “Social” under category. 5.) Select “Google+API” 6.) Click on Enable. 7.) Configure consent screen. – Enter Application Name. – Enter Authorized domains: “microsoftcrmportals.com” – Enter Application Homepage link: “URL of D365 Portal” 8.) Click on credentials 🡪 Create Credentials and select OAuth Client ID. 9.) Enter the below details. – Select the Application type as “Web Application” – Enter Name. – Authorized JavaScript origins: “Enter Portal URL” – Authorized redirect URIs: “PortalURL/signin-google” – Click on Create. – Popup window will come copy the “client ID” and “client secret” values from that. Step 2: Creating Site Settings in CRM. 1. Go to Portals 🡪 Site Settings. 2. Create new records as per below. Name: Authentication/OpenAuth/Google/ClientId Value: Copy and Paste the Client ID value. Name: Authentication/OpenAuth/Google/ClientSecret Value: Copy and Paste the Client Secret value. Now you can see “Google” as sign in Option.      

Introduction: This blog explain the steps to update the child records when parent record is updated in D365 CE using Microsoft Flow. Steps: Below are steps to be performed. 1.) Create new field on parent entity “Update Child record” of two option type in CRM.We will use this field in Microsoft Flow. 2.)Create Workflow Whenever ”CURB ID “, “Driver License Number” and “Email” is updated on the parent reord trigger workflow. (select the fields which you want to update on child) Update the “Update Child record” field value to “Yes”.   3.) Create MS Flow. – Select “When Record is Updated” trigger. – Enter Condition: Check “Update Child Record” field is equal to “True” 4.) Select “List Records” Action of “Dynamics 365”. – This will retrieve all the related records of that particular account.   5.) Update Child Records. – Use “Apply to each” loop. – And “Update a record” Action of “Dynamics 365” – Enter the values in fields which we want to update. 6.) Update Parent Record – Set the field value to “NO” which we created for triggering the flow. Note: After Comleting the MS Flow and Workflow hide the field from the form which we are using to trigger the MS Flow.

Add Power BI report and Dashboard in D365 Portal Introduction: This blog explains how we can add Power BI report and dashboard in D365 portal. Below are the Steps: Step 1: Set up Power BI from Portal Admin Center 1. Go to the Dynamics 365 Administration Center page and select the Applications tab. 2. Select the name of the portal for which you want enable Power BI visualization, and then select Manage. 3. Click on Set up Power BI integration –> Enable Power BI visualization. 4. Click on Enable button you will get the below message. Step 2: Add Power BI Visualization in D365 Portal – Liquid tag is used to add the Power BI dashboard and reports. Parameters used in Liquid code: 1.) Path: Path of the Power BI report or dashboard. 2.) Authentication type: There are two authentication type Anonymous and AAD. If the Power BI report or dashboard is secure, then we use authentication type as AAD. It ensures that it is shared with Dynamics 365 Portal Azure Active Directory authenticated users. Adding Anonymous Reports: 1.) Click on File 🡪 Publish to web. 2.) Click on Create Embed Code. 3.) Click on Publish. 4.) Copy below Link. Liquid code: {% powerbi authentication_type:”anonymous” path:”URL” %} 5.) Add the liquid code on Web page where you want to display the report. – Click on Edit 🡪 Language Content🡪 Source – Add the Liquid code in Source code. – Click on ok and Save. – Report on Web Page. Adding Secured Dashboard: 1.) Click on Share. 2.) Copy the Dashboard Link. 3.) Displaying Dashboard on Portal. – Add the liquid code on Web page where you want to display the dashboard. Liquid code: {% powerbi authentication_type:”AAD” path:”URL” %} Click on Edit 🡪 Language Content🡪 Source Dashboard in Portal: – It will ask you to sign In to see the secured Power BI Report. – Sign In and Accept the Permissions. – Now you can see the Dashboard in Portal.  

[SOLVED] Change Password is not working on Contacts in UCI. Introduction: To change portal password of a portal contact, we click on the “Change Password” option. When we try to set username and password for Contact “Change Password” button is not working on Unified Interface. Solution: 1.) Go to Settings 🡪 Advance Settings.   2.) Settings 🡪 Processes   3.) Select the “Change Password for Portal Contact” Process and Activate the Process. 4.) Click on Activate.   5.) Go to Contact Record 🡪 Refresh the Page. 6.) Click on “Change Password” button again to set the password.   7.) Enter Password and Click on Next. Hope this Helped!

There might be a case where the vendor sends a single invoice for multiple purchase orders receipts, in this scenario we will see how to post one invoice for multiple purchase receipts of the same vendor. You can use Combine Receipt function to Invoice more than one purchase receipt. In search option, enter Purchase order and then choose related link Click on New button to create Purchase Order. Enter all necessary information on Purchase order which are required and click on Post button. Select receive and choose OK button to post purchase receipt. Repeat steps from 1 to 4 to create multiple Purchase order and post purchase receipt. Now in search option, enter Purchase Invoices and choose related link. Click on New button to create Purchase Invoice. Select Vendor in Vendor Name field. On the LinesFastTab, choose the Get Receipt Lines. Select multiple receipt lines that you want to include in the invoice and choose the OK button. In Line section, You can see the added purchase receipt lines. To post the invoice, choose the Post action.    

There might be a case where the company sends a single invoice for multiple Sales orders shipments, in this scenario we will see how to post one invoice for multiple sales shipment of the same customer. You can use Combine Shipment function to Invoice more than one sales shipment. In search option, enter Sales order and then choose related link. Click on New button to create Sales Order. Enter all necessary information on Sales order which are required and click on Post button. Select ship and choose OK button to post Sales Shipment. Repeat steps from 1 to 4 to create multiple Sales order and post sales shipment. Now in search option, enter Sales Invoices and choose related link. Click on New button to create Sales Invoice. Select Customer in Customer Name field. On the LinesFastTab, choose the Get shipment Lines. Select multiple Shipment lines that you want to include in the invoice and choose the OK button. In Line section, You can see the added sales shipment lines. To post the invoice, choose the Post    

Introduction:   Since the release of Microsoft Teams on March 2017 which was designed for business for all sizes, it is now being used by almost 500,000 organizations worldwide. Microsoft Teams is a big hit in the messaging app market after having such huge competitors like Slack, Facebook, Google, etc. Microsoft released its free version in July 2018 which is designed for small businesses or groups of people within a company who doesn’t have commercial Office 365 subscriptions or a couple of people working together. In this article, we are going to discuss the feature comparison between MS Teams ‘Premium’ and ‘Freemium’. I have written several articles on Microsoft Teams which comes with Office 365 subscriptions (Refer blogs on https://www.cloudfronts.com/category/azure-office365/) but asked by many users to provide some info on Microsoft Teams free.   Sign Up for MS Teams – Any person with corporate or consumer email address can sign up for Teams. People who have commercial O365 subscription will already have access to MS Teams and those who don’t have the commercial subscription can sign up for the Microsoft Teams Freemium from this link – https://products.office.com/en-us/microsoft-teams/free Maximum no. of users – Free Teams brings up the features for up to 300 people. This number is similar for the commercial subscription as well, excluding Enterprise plans for which the max no. if users are unlimited. Online Apps in MS Teams – Microsoft Word, Excel, PowerPoint and OneNote are available online with a free version of Teams. With Office 365 commercial subscriptions the desktop versions of apps are available for Office 365 Business Premium and Enterprise plans (excluding E1). Like the premium MS Teams, the free version of Teams can also be integrated with more than 140 different apps. Note – Office 365 services like SharePoint Online, OneDrive for Business, and other Office 365 services will not be available with free MS Teams as it doesn’t have Office 365 subscription. Guest Access – This is a very awesome feature introduced by Microsoft in Teams with the help of which you can collaborate with external contacts, clients or with partners. Guest access is available with MS Teams free version as well. We can invite users with corporate or consumer email address and the users with commercial Office 365 subscriptions using Teams as well (see below image for sending an invite from MS Teams free). Audio & Video calls, Screen sharing and chat – Audio, video calling, screen sharing, and one to one chat are some of the key features any communication and collaboration platform. So, of course, these features are available with Microsoft Teams free version as well otherwise what would be the use of the free version. Scheduling meeting and Audio conferencing – Feature of Scheduling meetings, Audio conferencing and then depending upon your SKU, things link phone number calling and dial-in conferencing is not available in Microsoft Teams free version which we get with the paid version of MS Teams. Security and Compliance – Paid version gives you a full set of powerful IT capabilities, compliance and security controls and developer options to manage and scale Teams all as part of Office 365. Plus, you also get support and guaranteed uptime which you don’t get in free MS Teams version. Of course, security features such as Data Encryption and region-based data residency is available with free Teams, but we don’t have features like MFA, Auditing, reporting, etc which are there with a paid subscription. Custom status message – Presence status we can set in free MS Teams version which is awesome, but we don’t have an option to set custom status message compare to that we have in paid Teams. Storage – With free MS Teams you get 2 GB of storage per user and 10 GB of team storage (Shared storage) whereas with paid Teams you get 1 TB per user. Conclusion:   Microsoft Teams Freemium is an awesome way for the people to start using Teams whether they are a couple of co-workers, small business or a group of people working together. It is easy to use and has all the major functionalities a messaging and collaboration app should have but if you want all the features with discussed above you can of course upgrade to the paid version and have a commercial Office 365 subscription. Hope this article helps you to understand the differences between Microsoft Teams ‘Premium’ and ‘Freemium’.

Introduction: In this blog, I want to depict how a table structure can be integrated into an Email in Business Central using the HTML tags. Pre-Requisites : Microsoft Dynamics 365 Business Central HTML Steps: Create an Email Structure using the SMTP Mail setup Codeunit and pages. The body that is to be attached to the Mail will be the table structure that will be created using HTML tags. The HTML tags used are as follows: <th> : To create the heading for the table <tr>: To create the rows for the table <td>: To input the data for the table Code for the table structure and mail is as follows: SMTPSetup.CreateMessage(”, SMTPMailSetup.”User ID”, Rec_Contact2.”E-Mail”, ‘Scheduling Report’, ”, TRUE); SMTPSetup.AppendBody(MailBody); SMTPSetup.AppendBody(‘<br>’); SMTPSetup.AppendBody(UserDetails); SMTPSetup.AppendBody(‘<br>’); SMTPSetup.AppendBody(‘<table border=”1″>’); SMTPSetup.AppendBody(‘<tr>’); SMTPSetup.AppendBody(‘<th>Purchase Conformation</th>’); SMTPSetup.AppendBody(‘<th>Vendor Name</th>’); SMTPSetup.AppendBody(‘<th>Vendor Ref:</th>’); SMTPSetup.AppendBody(‘<th>Product Name</th>’); SMTPSetup.AppendBody(‘<th>Estimated PU Date</th>’); SMTPSetup.AppendBody(‘<th>PU Date</th>’); SMTPSetup.AppendBody(‘<th>PU Time Begin</th>’); SMTPSetup.AppendBody(‘<th>PU Time End</th>’); SMTPSetup.AppendBody(‘</tr>’); SMTPSetup.AppendBody(‘<tr>’); SMTPSetup.AppendBody(‘<td>’ + Format(“Blanket PO No.”) + ‘-‘ + Format(“Blanket PO Line No.”) + ‘</td>’); SMTPSetup.AppendBody(‘<td>’ + Format(Name) + ‘</td>’); SMTPSetup.AppendBody(‘<td>’ + Format(VSO) + ‘</td>’); SMTPSetup.AppendBody(‘<td>’ + Format(ProductName) + ‘</td>’); SMTPSetup.AppendBody(‘<td>’ + Format(EstPUDate) + ‘</td>’); SMTPSetup.AppendBody(‘<td>’ + Format(PUDate) + ‘</td>’); SMTPSetup.AppendBody(‘<td>’ + Format(PUStartTime) + ‘</td>’); SMTPSetup.AppendBody(‘<td>’ + Format(PUEndTime) + ‘</td>’); SMTPSetup.AppendBody(‘</tr>’); SMTPSetup.AddCC(Rec_UserSetup.”E-Mail”); SMTPSetup.Send; 3) The table output looks as follows when the mail is sent:               Conclusion: Thus, using the basic HTML table tags a table structure can be integrated into the Email functionality of Business Central.

Introduction In this blog we will see how to use the Email Engagement functionality from Dynamics 365 Customer Engagement Pre Requisites 1. Dynamics 365 for Sales Implementation Step 1: To enable Email Engagement we can simply, navigate to Settings > AI for Sales > and accept the terms and agreements Once Accepted, we have to grant permissions for Email Engagement Here we must click on Grant Permission and provide consent on behalf of the organization as shown on the screen below Once configured correctly, the below message will be shown Step 2: Now let’s try sending out emails and tracking, when we create on new Email Activity, we get the following details Step 3: Here in this example we will look at how we can track if an email is opened. In “Set a reminder to follow up on this email”, we have set a reminder to remind us at a set time, and we have also added comments as shown below We also have other options in conditions as shown The reminders can also be changed/removed once it has been set Once the record is opened, appropriate cards are shown in the relationship section, as shown below Step 4: Once the reply is tracked in the system, the replies to the emails are also visible in the sent email timeline shown below Step 5: If there are any links, in the Email body, they are tracked, and the Link Clicks are also recorded, as shown Note: The opens and links clicks take some time to reflect in the system. Hope this helped!

Introduction In the previous blog we looked at how we can register Email opens, Link Clicks and View Replies to a mail in D365 Customer Engagement using Email Engagement. In this blog we will see how we can follow emails to use the same feature using Dynamics 365 for Outlook App. Pre-Requisites Dynamics 365 Customer Engagement Dynamics 365 App for Outlook Implementations Step 1: While composing an email in Outlook, before sending the email, we click on the Dynamics 365 App for Outlook sign Step 2: Before following an email, first we must track it. There are two options, we can either Track without setting the Regarding  Or “Set Regarding” on the mail  Step 3: Once tracked, click on the follow option as shown Step 4: In the next tab, click on “Follow this Email” Step 5: After following, a completion message will be shown After this, when the email is sent, the email will be tracked in CRM, along with email engagement details. Hope this helped!