Introduction: Have you ever wondered what happens to the user owned records in CRM when the user itself is deleted from CRM? Will the records get deleted? Or Will it be assigned to some other user? What will happen to the existing system jobs? Let us see in the below example. Description: Suppose there is a user named “Somesh Siripuram” and this user has its own account records. The owner of this records is “Somesh Siripuram”. Now the user is being deleted from the admin portal and no longer has access to Office 365 and CRM. Login with system administrator and check for the deleted user. The user will be listed in “Disabled User” view. When you open the user the email address and the user name of the user will be changed and some number appears Now, it’s time to check the deleted user owned records Thus, we can see that records neither gets deleted nor the owner of the records get changed. Manual assigning of records to another user is required. Other effects: Waiting jobs will remain as waiting until it is cancelled. New system jobs (where workflow owner equals to disabled user) will fail. You need to change the owner manually, they are not auto assigned to system  

Physical negative inventory functionality is mainly used for issuing the stock for insufficient inventory. If Physical inventory checkbox is selected then system will allow to issue an item though stock is not available into inventory. Path: Inventory Management > Setup > Inventory > Item Model Group Below is example how to issues stock if there is insufficient inventory. You can see the below item for which On Hand inventory is not available though I want sale these stock. Create the sales order and enter item, quantity, Unit cost and confirm the sales order. Post the Packing slip to sell or issue the stock. Check the On hand inventory after posting Packing slip. You can check On Hand Quantity is showing negative. Conclusion: These functionality helps to issue stock through sales order, Production order, adjustment journal though stock is not available or insufficient.  

Introduction: This blog explains options available for sharing of Schedule Board in D365 Field Services Pre-requisite: Latest Field Service Solution of D365. Procedure: Open Schedule Board, Field Service -> Schedule Board. Open a specific Tab Setting on Schedule Board for e.g. Facility as highlighted below. Click on field “Shared With” dropdown. Schedule Board can be shared with below 3 options Everyone – Schedule Board is shared with all Users. Just Me – Schedule Board is shared with Login User Only. Specific People – Schedule Board is shared with Specific People. Steps to Share Schedule Board with Specific People: Select “Specific People” option in Shared With field of Tab Setting on Schedule Board. Open “Schedule Board Settings” entity records from Advanced Find. Open Schedule Board of Specific People record from the results. Click on “Share” button in ribbon. Add new User by Clicking on “Add User/Team” option and provide privileges as per need. Conclusion: This blog explains the options to share Schedule Board and, also how a Schedule Board can be shared with specific Users only.  

Introduction: In Dynamics 365 Operation retail POS, we have different button on POS of different function. Some time we have a requirement from client he want some specific button on POS. In This blog I am going to show you how to add button on POS Screen. Follow the below steps. Step 1: Open the Dynamics 365 Operation. Step 2: Go to the Retail And Commerce > POS > Screen Layout Step 3: Once you click on it, list of screen layout will open. As per you Store Profile  select  layout. In this case my layout of  A2CP16:9C Step 4: We all Know that In dynamics 365 POS, there is different button grids, As per requirement we will add demo button in Shift and Drawer button. So select the button grids and click on designer button Step 5: Once I click on it. My button designer will Open. Step 6: Right click on the last button and click on Add row. In Row will be added. Right click on button and select Button property. And set the Property Step 7: Click on OK Button and close the designer. Go the Channel Database and Run the Job No. :- 1070. Conclusion: With the help of above steps, you can add, remove or create Customized button designer view for the MPOS and CPOS

In AX 2012, we had an option Personalize to view the form and form control layout; Form, DataSource and field details; Add and manage form design. In this blog article, we will see how we can find form and form control details in Dynamics 365 for Operations. In this blog we will view the Customer Name – form control details. 1. Go to Accounts Receivable -> All customers -> Right click on the ‘Name’ field. 2. Select Form Information -> Form Name 3. In Form Information go to Administration Fast Tab. You can find all details regarding form control – Customer name.

Problem Statement: In CRM, most organizations generally import products from other Source through Excel or other data import means. In general, we do not want to publish the product as soon as they are created because we need to set the price list and units before they are available anywhere in CRM. If there are many products, CRM does not allow to publish all the products at once. It becomes very painful to publish each and every product. This is unimaginable if the count is in thousands and more. See screenshot below which suggests I cannot see the Publish option if I select more than 2 products in the view: Solution: The best way to tackle this is: Create a Default Product Family (Dummy product family). Add all the products in the Dummy product Family. You can do this while importing products as well by setting the parent product as the Default Product Family. In case you already have a family and hierarchy, you can still follow this approach by setting the parent of root family as the Default Product Family. E.g. If you have products as the following defined hierarchy: Product Family A A1 A2  A3 A31 A32 Product Family B B1 B2 … In this case, you can set the parent of “Product Family A” as Default Product Family Once this is done, you can now import all the products, set up pricing and units as required. This is how your Hierarchy will look like in CRM: When all the products are ready, go to the Default Product Family A On the ribbon, Select Publish –> Publish Hierarchy This will publish all the products in the hierarchy. Since all your products are in the hierarchy of the “Default Product Family”, all the products will be published saving A LOT of Time. TAKE THAT CRM … You CANNOT SLOW US DOWN!!

Introduction: Best way to load data into CRM is excel/CSV.  But some time it happens that few records may not be imported into CRM. One of the error more frequently occurs is “a duplicate lookup reference was found”. Description: If you are importing data using CSV, you will find that this is simplest way of importing data into the CRM. But there are chances that while importing data you may receive error. One of them is “a duplicate lookup reference was found” looking at the error it says that you have more than 1 records with the same name while setting the look up. But if you will try to look for the duplicate record you would not be able to find record. As you can see in the below screen shot. It has two fields with the same display name, so if you will try to import the records in the CRM.  You will encounter the listed error. To resolve reported error, you need make sure that you have unique display name. Hope this blog helps you to import the records while importing the records.

Introduction: In this blog, we shall see how a user can install the ‘LinkedIn Sales Navigator’ on their MS D365 CRM online environment. Pre-Requisites: D365 CRM Online Environment MSDynamics 2016 and 365 Widget Rar File. Procedure: The following are the steps to Install the LinkedIn widget to Microsoft CRM D365 Step1: The user will have to download the zip folder from the following LinkedIn website link. Do not unzip the folder as we need to import the solution as it is to the D365 CRM Environment. For downloading the zip folder use the following link and save the zip folder to a particular folder. https://www.linkedin.com/help/sales-navigator/answer/78963 Click on the zip folder download link as shown in the above image. Step 2: Now the user will have to go D365 CRM and on the ribbon, go to Settings> Solutions as shown below On the solution page select ‘Import’ option Browse for the solution file that we had previously downloaded and click on ‘Open’ then ‘Next’ In the next window the user will get the information of the solution. The user can view the information by clicking on the ‘View solution package details’. Click on Next to proceed ahead. Note: User will have to check the ‘Enable any SDK message processing steps included in the solution’ if it is unchecked and click on the Import option A dialog box will pop up showing progress of the import. Once the importing has finished click ‘Next’. A summary window will display all the imported components, indicating the solution import. Step 3: The last step of the installation process is to assign all users a ‘LinkedIn Configuration’ security role to give them access to the integration. In the All Areas drop down, navigate to Settings > Security and click on Users. Select all the required users to whom you want to provide the LinkedIn widget access and click on ‘Manage Roles’ at the top. A dialog box will pop up as shown below and check ‘LinkedIn Configuration’ and click OK. The user has finished importing and configuring the LinkedIn for Microsoft Dynamics CRM online solution. Conclusion: Thus, we have seen how can a user successfully configure the ‘LinkedIn Sales Navigator’ widget for MS D365 CRM Online Environment.

Introduction: There can be requirements to delete the components from the managed solution. Neither directly deleting the components from managed solution works nor deleting the field from unmanaged solution and migrating as managed solution to target environment works. We can make use of OOB feature of solution management. OOB feature used is Clone the solution. The version of the solution will be upgraded when we clone the solution. Steps: Steps to be followed are given below: Delete the components from your unmanaged solution that are not required or replaced. Make note of Version Number and click on Clone Solution. You can check the Version Number. It is increased by 1 count. Click on Save Version of the unmanaged solution will be changed Export the solution as managed and import on the target environment While importing this solution, make sure that you checked “Stage for Upgrade” When solution import completes, you can see “Apply Solution Upgrade” option. After applying solution upgrade, two difference can be seen in already installed managed solution on target environment. Version changed to 1.1.0.0 The component deleted in unmanaged solution will also be deleted in managed solution Conclusion: Thus, managed components can be deleted using OOB feature.

Introduction: With themes in D365, organizations have the ability to uniquely brand the D365 System with supported way to apply organization’s logo and colour choices to the application. Themes: Themes in D365 can be incorporated in several simple steps, Step 1: Under Settings, select Customizations and then Themes. Step 2: By default, D365 default theme is present in the system. Now If we want to create theme for our organization, select New Theme. D365 default theme can be used as a reference to understand how themes work in D365. Step 3: Once New theme is selected the page layout is as follows: Let’s see how individual field works and what it means. Theme Name: Here user can specify the Theme Name. After a name is specified and record is saved then default values are set. Logo: Sets selected Logo replacing default Dynamics 365 logo. Click “New” in search option of Logo field. Logo Image recommended size is 400px in width and 50px in height also supported image file formats are .gif, .jpg and .png Enter details as required ,upload logo image and publish web resource. Click button in Ribbon “Publish Theme” and below are changes as highlighted. Logo Tooltip: Set Tooltip on Logo as highlighted below: Navigation Bar Color: Set Navigation Bar Color replacing default black Color. Navigation Bar Shelf Color: This field sets Navigation Bar Shelf Color of Navigation Bar Header Color: This setting sets Font Color of Header of Sub Area. Global Link Color: This field sets Color of link record. Selected Link Effect: This field sets Color of Selected Records. Process Control Color: This field changes Business Process Flow Header Color. Default Entity Color: This field sets default Entity Color for all Entities except Custom Entities. Default Custom Entity Color: This field sets default Color for all Custom Entities. Control Shade & Control Border: Above field settings set control border and shade. Step 4: Once theme is completed and we need to publish it by click Ribbon button “Publish Theme”. Note: Publish theme gets applied to all D365 users. Conclusion : Hoping this blog explains how to design theme for client.