Many retailers, especially high-end specialty retailers, want their sales associates to form long-term relationships with their key customers. The associates are expected to know about these customers’ likes and dislikes, purchase history, product preferences, and important dates, such as anniversaries and birthdays. Associates need a place where they can capture this information and easily find it when it’s required. If this information is available in a single view, the associates can easily target customers who meet specific criteria. For example, they can find all customers who prefer to shop for handbags, or customers who have an important event approaching, such as a birthday or anniversary. Or if a customer had bought a gift for her husband then the cashier/associate can ask the customer if her husband liked the gift. In a nutshell, this will allow the stores to create a relationship with customers on a personal level. This is bound to make customers happy as they will begin to think that they matter and they are being looked after. Such practice will directly impact the sales Here is how you can set up Clienteling in d365 Retail  In the Feature management turn on the clienteling functionality in your environment Turn on the Clienteling feature by selecting Enable now. On the Commerce Parameters page, on the Number sequence tab, select the Client book identifier row. Then, in the Number sequence code field, select a number sequence. The system will use this number sequence to assign an ID to client books. Create a new attribute group that contains the attributes that you want to capture for customers who are managed in client books. Define the required attributes as Can be refined. Sales associates can then use these attributes to filter their client book. On the Commerce parameters page, on the Clienteling tab, in the Client book attribute group field, select the attribute group that you just created. To capture activities that occur at the POS, define the activity types on the Activity types page (Retail and Commerce > Customers > Activity types). Add two buttons to the appropriate POS screen layout, so that sales associates can view their own client book and the store client book. (Store client books include clients from all client books of all associates who share an address book with the store.) The corresponding operations are named View customers in client book and View customers from store client books, respectively. Three additional operations that are related to client books are available. These operations determine which associates can add, remove, and reassign customers from the client book. They are named Add customer to client book, Remove customers from client book, and Reassign customers to a client book, respectively. Run the following distribution schedule jobs: 1040, 1150, 1110, and 1090. After you’ve completed this procedure, sales associates can open the customer details page at the POS, and add customers to their client book, view and capture activities and notes for customers, and target customers by using customer and client book attributes to filter the client book. Hope this helps!

As seen in title when error “Your connection is not private | NET::ERR_CERT_DATE_INVALID” occured which seems as follows in screenshot when you try to open environment link in browser. The reason for above error in my case was that SSL certificate was expired as you can see in following screenshot To solve this issue go to your lcs.dynamics.com with your credentials and open your project now select which ever environment and visit see details/Full details page and click on maintain button and select  Rotate secrets button  Now click on Rotate SSL certificates after which dialogue box will appear click on yes  Now wait till rotating secret symbol is loading as following screenshot after which you will be able to access your D365 Finance and operation link easily. Hope this blog will help you.Thank you

In this blog, we are going to Trigger ADF Pipeline whenever there is insert or update operation is performed on on-premise SQL Server. Steps: Create ADF Pipeline.In this case we have already created Pipeline. And below is Dataflow. Create PowerShell Script (for Authentication and Triggering Pipeline).Below is the code for authentication and triggering of Pipeline, to do so we should have following details: Tenant ID, Application ID ,Client Secret, Subscription ID, Resource group Name, API version and pipeline name. Create Job in SQL and Trigger on Table where Insert update or delete. Make sure that SQL server agent is running. Create a SQL Job with following Job StepEnter step name, select type as PowerShell, select account will be used to run PowerShell script and enter the code in command section. Next we will create trigger on the tablesWe are creating triggers on the tables on which insert, update, delete operations will be performed. Now whenever we will do insert, update or delete in the table the pipeline will automatically get executed.We have following data in Accounts table, Now we updated currency of Account ID 1, the moment we updated the record pipeline gets automatically triggered, After some time check status, Hope above helps!

Dashboard is created to get a brief overview of your report by pinning visuals to an Existing dashboard or to a new dashboard. But sometimes it might be required to pin all the visuals of your page in the report to your dashboard. This blog will guide you through how this can be achieved.

Login to azure portal, click on create a resource>Analytics>Data Factory Enter the required details and data factory gets created, enable git option will prompt to enter the git repository details which can later be used for CI/CD. In this way we can create Azure Data factory.

Azure blob container is a service for storing large amount of unstructured object data, text files or binary. We can publicly expose or can use blob storage privately. Below are the steps to create Azure blob container: Go to Storage account, select storage account (In this case cloudstorage123) > overview and click on containers. When we go inside of container, click on ‘+ container’ to create new container, then it will prompt to enter the container name and public access level. Below are public access levels, Private: By Default, it is private, and it is accessible to account owner. Blob: Allows public read access to blob. Container: Allows public read and list access to entire container. after entering above details container gets created, Now we will create blob storage, to do we have to click on upload Now we can see that Csv file uploaded and under the Input folder. Each step description, Select file from local system. In advanced section, Select Authentication type either using account key or Azure AD user account. Select the blob type: It can be Block blob, page blob and append blob. Block blob: It stored text and binary data, up to 4.7 TB Block blobs are made up of blocks of data and managed individually. Appends blob: This blob is like Block lob and it is optimized to appends operations. e.g. it can be used for logging Page blob: It stored random access file up to 8 TB in size, page blobs stores virtual hard drive and serve as disks for VM. Block size: select as per requirement, it can be 64KB,128KB,256KB,512KB,2MB,4MB,100MB Enter the folder name in which we wanted to upload blob, if we enter the folder name which does not exists it will create new folder. Hope above helps!

In this article we are going to do Incremental refresh for Account entity from Dynamics 365 CRM to Azure SQL. Steps: Create Linked Service for Azure SQL and Dynamics 365 CRM and create a table in Azure SQL DB Now we will create pipeline, in the pipeline we have two blocks, one is for getting data from last modified date and other block is used to Copy data from D365 CRM to Azure SQL recordmark block:In the Query Section we are retrieving latest modified data, if there is no data in Azure SQL database for modified on column it will take ‘01-01-1999’ and start integrating data after this date. In preview section we can see the last modified data. Copy data from D365 CRM to ASQL block Source In this block we will get last modified date from recordmark block and based on this it will fetch data for account, In the query section we are retrieving the account data from D365 CRM. SinkNow we will create UDT (User Defined Datatype) in Azure SQL, it will take care of update operation of existing records and insertion of new records based on “code” column using user defined stored procedure. MappingBelow is mapping details, once completed with above steps we are good to run Pipeline. first we will check last modified date in Destination Now we will create Account in CRM Now we will run the pipeline. Now will check in destination, as we can see modified date/time is “2020-04-13 07:08:35.000” Now let us modify this record(Change Phone number to “987654321” Now run the pipeline again, Now we will check the data in Destination(Azure SQL Database) In this way we can perform incremental refresh in Azure data factory.

This Blog will show you how you can Install and locate your Plugins in XRM new interface.

The most desired feature is ability to create/customize your own auto-number field. ANd CDS let’s your do just that! I remember the good old days when I had to write a plugin to function for AutoNumber which used to configuration from a supposedly separate Configuration entity and it scary to maintain the code and entity. But this solves all that with so much ease! Create an AutoNumber field in CDS Now, you can start by creating a field in CDS’ Solutions > [YourSolution]> [YourEntity]  Then, under Accounts, you can see that you can actually create an Autonumber. This is not available in Classic UI.Also, please note that you’ll need to keep this field Not Required and Locked (on the form) in order to function. Give it  a suitable name and then you have 3 options to format your auto-number field.String Prefixed numberYou’ll need to define the Prefix, Min Digits, Seed value Date prefixed numberWith Date prefixed, you’ll need to define Date Format, Min Digits of Seed ValueCustomWith custom, you can define the Format. Refer Microsoft’s Documentation for the same – AutoNumberFormat options Save and Publish as you usually would and place your field on the form you want. Working I used String method to design my AutoNumber field. Let’s see how it looks –Once I save the record, the Auto-number will be filled in. If you happen to delete any records already created in the sequence, the auto-number functionality will continue counting upward and not fill out previous backlogs/last deleted auto-number records. Hope this helps!

As we are transitioning to the Unified Interface, some visual cues are a little misplaced or say, hidden. If your Roll-up field on the Classic UI appeared like this where you could simply click on refresh and update the Roll-up field It doesn’t seem to be the case in terms of UCI- It’s Hidden! So, simply click on the Calculator icon –And the Recalculate button will be revealed which updates the valueAnd results into the below in my case –Note: Toggling the calculator icon will reveal/hide the button. Hope this quick tip helps!!