When it comes to creating a contract with Microsoft Dynamics 365 Project Service Automation (PSA), users often find that the path from opportunity to quote and contract is long, slow, and involves too many clicks. To make it more efficient and cut down on the number of clicks, we can combine the capabilities of Power Apps with Power Automate flows. People love tooling that helps take care of small steps automatically like creating a basic project-specific price list, the Quote line details, or milestones. Let’s understand what’s involved at each step to go from Opportunity to Quote to Contract and navigate the entire process more effectively. Navigating the process Step 1: Create the Opportunity by navigating to Opportunity Entity in Project Service App. Step 2: When saving the opportunity users run a Power Automate flow behind the scene that does the following things: 1. Create the Quote automatically based on the billing type. 2. Generate the Quote Line record. 3. Fills the project-specific Price List (developed in Power Apps). This is now very easy to edit since the interface becomes more user-friendly and it directly updates the Roles Prices in the Pricelist. This, too, is a lengthy process with the out of the box capabilities of PSA. 4. Generate the Quote Line Detail, with one line developed in Power Apps. The details will include: a) Developer b) Quantity set as one hour c) Choose the rate from the default pricelist on the opportunity. Step 3: Now the Salesperson opens the Quote Line Details to add more lines in case needed. For this, I prefer adding one line to each role and adjusting the quantities appropriately to reach the quote amount. Step 4: After the Quote is ready and the negotiations are done with the client, we proceed to win the Quote, which does the following: Marks the Quote as won Creates the contract automatically with all the information in the quote (using an OOB feature) Automatically marks the related Opportunity Won. This is done via a flow which looks for the Opportunity from where the Quote was created and marks it as won. This is typically a manual process in PSA, but using Power Automate, users can also first navigate to the opportunity and mark it as won. Conclusion This process demonstrates the power of Power Automate flows and how much time they can save for a salesperson. The regular process takes lots of clicks and entries to be done right and hence is time consuming when done manually. Power Apps also helps you improve the UI and enrich the look and feel of the app. It also helps in reducing the navigation between entities and thus saves a lot of time.

Retailers need the flexibility to make changes specifically to the mode of delivery on customer order sales lines at any time prior to the fulfillment of the line. Change Mode of Delivery can be added to a point of sale (POS) screen layout. It will be applicable only to lines that were previously configured using the “ship all” or “ship selected” methods for creating orders in POS. After the original mode of delivery is set for a transaction line, a user might want to modify the mode of delivery for one or more eligible lines without having to go through the entire “ship all” or “ship selected” flows. The mode of delivery operation will provide this convenience. It can be used during the initial order creation processing of the POS customer order, or during the editing of a customer order. It is not applicable to lines that are not configured as shipping lines, and the operation will not work for lines that are already released to fulfillment or invoiced.  If you want to change a line designated for pickup or carryout to ship, you must use the Ship all or Ship selected operations. Conversely, if you want to change a line designated as a shipment to a pickup or carryout, you must use the Pickup all, Pickup selected, Carryout all, or Carryout selected operations. What this means is that, you can not change the mode of delivery from Shipping to Pick up. As you can see here, the change mode of delivery button can do this job. In previous versions of Retail, you had to go through the full Ship all or Ship selected configuration flows if you wanted to change the mode of delivery on an existing line that was configured for shipment. Hope this helps!

Hi everyone in this blog we will see how to connect Azure service bus to CRM using plugin registration tool. Step 1: Go to portal.azure.com Click on create resource. Step 2: Select service bus as a resource. Step 3: Fill the details as below. Location might change according to requirement. Step 4: Now wait for the deployment to complete. Step 5: Now to connect this bus with CRM go to shared access policies and copy the connection string. Add queue to the service bus: Step 6: Now open plugin registration tool and register the service bus. Step 7: Register new service end point. Step 8: Add the copied connection string in the text box from step 5. Step 9: Register new step in service end point. Step 10: Now add record in the account entity in CRM the message will be added to the service bus queue. Hope this helps.

Customers are opting for extended support and services when they buy products, especially for consumer products such as computers and phones that sell at a premium price point. Extended warranties can be sold in the retail channel during the initial purchase or for a limited time afterward. For a retailer, providing an extended warranty can help build customer loyalty. With the extended warranty purchase, customers know where to go for service and support in case of issues and they can gain the confidence that their issues will be handled well. In order to configure extended warranty, make sure the product’s tracking dimension is set to “serial” as warranty can only be assigned to serialized products Create a New product with its type as Service and Product service type as Warranty In the product details go to Warranty Tab and define warranty period Release the product and define the Sales price for the warranty product you created Make sure to add this product to assortment. Otherwise it will not work Next go to warranty groups form and Add warranty product i.e. the warranty product you created in 2nd step Add warrantable product i.e. the product with which you want to attach the warranty In the applicable channel tab make sure you mention the channel name Once that is done, click on publish button on the top left of the form. All done. Now go to POS and search for the serialized product you have attached with warranty. As soon as you scan/search for the product, you will be shown a sell warranty dialog box, which will display all extended warranties associated with the product. You can have any number of warranties from which cashier can pick the one suitable for the customer Here you need to make sure that the warranty product always has a selling price. i.e. you can not sell the warranty products at zero price. Hope this helps!

In retail, success relies on a consistent customer experience across web, mobile and physical storefronts. The challenge for omni-channel retailers is ensuring the same level of service and convenience in physical locations as online—from stocking the same variety of inventory to offering personalized recommendations based on browsing and buying behaviour. Dynamics 365 Connected Store is a new application that provides insight into the retail space, helping physical retailers understand and improve the in-store experience by analysing disparate data from video cameras and IoT sensors to providing real-time and predictive insights that help store managers and employees make better decisions. Dynamics 365 Connected Store uses observational data generated as customers move through the store, as well as the status of store equipment and product, to create employee alerts and actionable insights that can improve store efficiency. For instance, Connected Store can improve the checkout experience by triaging extra cashiers via instant notifications, based on sensor or camera data. Fluctuations in the condition of store equipment such as freezers and refrigerators can put product quality at risk. Connected Store, supported by Azure IoT Central, utilizes IoT sensors to monitor temperature and humidity, which can quickly highlight any anomalies to protect inventory. Connected Store also tracks long-term trends in the retail space, illuminating patterns and opportunities across day-to-day, season-to-season activities and occurrences. Teams across the organization can stay updated with automated emails and a web app to review and report data. Whether you’re a regional manager who seeks to increase revenue and reduce cost by optimizing operations, a store manager who seeks to better-utilize their teams, or a store associate who seeks to better-prioritize their daily activities, Connected Store offers you benefits that can help you optimize customer experience. Hope this blog is Helpful.

In this blog we will see how we can convert the default date format of dd-mm-yyyy to mm-dd-yyyy. Step 1: Open power BI and go to relationship view. Step 2: Select the date column that you want to convert into desired date format. Step 3: Now click on custom format Step 4: Enter mm-dd-yyyy in format.  Now your date format is changed to mm-dd-yyyy. Hope this helps

In this blog we will see how to use decomposition tree in power BI The decomposition tree visual in Power BI lets you visualize data across multiple dimensions. It automatically aggregates data and enables drilling down into your dimensions in any order. This makes it a valuable tool for ad hoc exploration and conducting root cause analysis Step 1: Open Power BI and select decomposition tree visual. Step 2: The visualization requires two types of input. Analyze – the metric you would like to analyze. This has to be a measure or an aggregate.Explain By – one or more dimensions you would like to drill down into. Once you drag your measure into the field well, the visual updates showcasing the aggregated measure Step 3: Add one more dimension from your data to add further drill down. Notice that a plus sign appears next to your root node once you add the field. Step 4: Now if you select forecast Accuracy results in the tree expands and breaks down the measure by the values in the column. This process can be repeated by choosing another node to drill into. If you select a node from the last level will cross-filter the data. Selecting a node from an earlier level changes the path. Hope this helps.

Introduction: In this blog we will see how to remove commas from whole number field. Use case : we were using the whole number field but after creation we noticed that there is comma in numbers. Solution: Step 1 : go to settings ->  click on settings icon -> Options Step 2: After clicking on Options, below screen will be displayed. Click on Formats -> Customizations After clicking on Customizations, in Digit group , select Options and click OK. click OK. Output:

This topic describes a configuration option that is available for the point of sale (POS) application. This configuration option changes the behaviour     for the selection of a mode of delivery when shipment orders are created in POS. When users create customer shipment orders in POS, they can select a mode of delivery for the shipment. This functionality is available regardless of whether the whole order is being shipped or only selected lines. By default, the dialog box where a mode of delivery is selected shows all the valid modes of delivery for the combination of a channel, an item, and a delivery address. These modes of delivery are defined on the Modes of delivery page in Headquarters (Sales and marketing > Setup > Distribution > Modes of delivery). “Non-carrier” modes of delivery, such as Carryout or Pickup, might also appear for selection in the dialog box. However, a feature has been added that lets you hide non-carrier modes of delivery in the dialog box. To turn on this feature, on the Commerce parameters > Customer orders tab, set the Show only carrier mode options for ship orders option to Yes. After you turn on this feature and run the appropriate distribution jobs to sync the information to the channel database, non-carrier modes of delivery won’t appear for selection during the process of creating shipment orders in POS. Hope This helps. Thankyou!

Power BI has some new features and Future Promises for Modern Enterprise applications in Business.