Originally posted on Upskill your Tech Skills : Just to save you some time – read the article if you would like answers to the below questions What is Blockchain? What is Blockchain a solution to? Different...(read more)![]()
Blockchain as a Service (BaaS- Azure) Introduction
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Connect to the Power BI Using Common Data Service (CDS)
Introduction:
The Common Data Service is an integral part of the Business Application Platform, providing secure cloud storage for your app data and integrating with Office 365 and Dynamics 365. Common...(read more)![]()
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Work with computed columns on a view
Example for computed column without SysComputedColumn class.
1. Create a new method on your view
2. Set the method as private static server.
private static server str GetDayName()
{...(read more)![]()
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Economic nexus sparks need for speedy sales tax registration
Repost from Avalara
Economic nexus is here. Is your business prepared?
Before the Supreme Court of the United States issued its ruling in South Dakota v. Wayfair, Inc. (June 21. 2018), states could...(read more)![]()
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Should you move to the Cloud?
We’ve been talking a lot about Cloud migration in recent months. The topic is especially relevant to PowerObjects right now, as we’re smackdab in the middle of our very own migration from an On-premises version of Dynamics 365 to the Cloud-based version. If you’re interested in following our story, check it out here: PowerObjects’ Migration to the Cloud.
In today’s blog, we thought it would be a good idea to resurface one of our recent whitepapers, Does Your Dynamics 365 Solution Belong in the Cloud? Although this paper focuses on a Finance and Operations deployment, the message is universal because regardless of your organization’s focus or industry, there’s a very good chance a move to the cloud is worth considering as a potential next step in your growth.
It describes in detail the different deployment options available. They include On-premises, Cloud, and Hybrid, and the potential benefits and downsides of each type of deployment are explained. None of the three is right or wrong in every situation – it all depends on organizational needs, objectives, and aspirations. A good Microsoft Dynamics 365 business partner will never push you towards a deployment that isn’t best suited for your organization.
At the end of the day, the world is moving towards the cloud for a reason. It offers secure and redundant storage, and it’s more readily available across devices and geographies. In an increasingly mobile world, businesses are learning the most effective ways to take advantage of this newfound mobility to remain competitive while reducing overall costs.
One of the best features of Microsoft Dynamics 365, at least from a flexibility perspective, is that you’re not forever stuck with the deployment option your business initially selects. Many organizations start with an On-premises deployment and then, as their business grows and their needs change, they migrate to the cloud. As stated earlier, we at PowerObjects are a living, breathing example of just such an organization. To track our migration progress, click here.
To learn more about deployment options and what a Cloud deployment could mean for your business, click here to download the whitepaper.
Enjoy reading, good luck, and as always… happy D365’ing!
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Advanced Dynamics 365 JavaScript course arrives in November. Free Giveaway!
Hi Folks, I am updating my Advanced Dynamics 365 JavaScript course for D365 v9.x and am going to be making a few changes along the way. Training Cohort and a Drip Content Strategy This course will be a little bit different than other courses I have done. For one, everyone will be in the course […]![]()
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Stockholders equity statement
This webcast demonstrates how one can create a stockholders equity statement in the standard MSDyn365FO application with the help of reason codes and the Management Reporter. A major focus is made on demonstrating...(read more)![]()
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Function Overload in AL. When?
Introduction.
In the end of 2017 overload method is able in AL:
https://blogs.msdn.microsoft.com/nav/2017/12/20/nav-development-preview-anniversary-update/
This means that we can declare more than...(read more)![]()
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New SiteMap Area not showing
Had a question today that got me thinking for a moment. Haven’t done any SiteMap tweaking in a long time.
Someone added a new Area to their CRM, using the SiteMap Editor in XrmToolBox. Yet, while all...(read more)![]()
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Maplytics October 2018 Release – Maps integration with Dynamics 365 CRM in another new Avatar!
We are here once again with our new release. Thank you so much to our Partners and Maplytics users for their feedback time and again which helps us to take up new challenges and add strong new features...(read more)![]()
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How to set SPO Functionality for the Account Entity – Step By Step Instructions
How to set SPO Functionality for the Account Entity - Step By Step Instructions
SharePoint Connection Setup
In CRM - Settings> SPO Configuration>SharePoint Connection Tab
In this example the SharePoint Document Library is Accounts.
The connection settings above should correspond to the SharePoint URL format of the Document Library - Accounts, as in this image
Add SPO functionality to CRM Entity
After creating successful connection to the Document Library in SharePoint, the next step is adding SPO functionality to the Account entity.
Click tab: Add SPO functionality to CRM Entity, and then click the button with same label.
Select Entity: Account
Add metadata from CRM entity view: select existing view or create custom view that includes all the fields in the Account entity and related entities to Account, to be used as metadata. In this example we created a view called “SPO View”, and it includes the metadata relevant to documents uploaded from Account entity to SharePoint, including one field (Contact’s Email) from the Contact entity which is related to the Account entity.
Select the “Required” option next to the metadata field that is mandatory in SharePoint. At initial settings stage, and testing, do not use the “Required” option (unselect all).
Select step 4 to store documents in folders within the “Accounts” document library.
The folder name is a selected field from the account entity like “Account Name” or “Account number”. We recommend selecting a field that is unique and always contains data.
Click Submit to complete this process.
Configure metadata columns in SharePoint
Account Name – Single line of text
Account Number - Single line of text
Description – Multiple lines of text
Contact – Single line of text
Email – Single line of text
Credit Limit – Currency
Payment terms - Choice (menu to choose from). Enter the picklist options from CRM as menu options in SP column
Modify the view to show relevant columns only. Set up filters, sorting and other available features to make it a “friendly” view for SharePoint users.
Test uploading document to SharePoint
Open an Account record in CRM. From the toolbar (in more …. functions) click the button Dynamics SPO and select to upload document from hard disk. Select document and upload. The document is now uploaded to a folder in the Accounts document library. The folder name is the content of the field selected as folder name (in this example it is Account Name), and it is saved with metadata from the CRM record.
NOTE: each time document is uploaded to SharePoint a new SPO Error is created. Use Advance Find to find the last created record, in case you wish debugging failed document upload.
Add sub-grid in Account pointing to documents uploaded to SharePoint
Open the Account’s form editor.
Click: Insert>Sub-grid
Enter: sub-grid unique name
Enter: sub-grid label
From Data Source select:
Records: Only Related Records
Entity: account (account)
Default View: Active SP Organizers
Click: OK
Click here to Download Dynamics SPO Free Trial version
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The post How to set SPO Functionality for the Account Entity – Step By Step Instructions appeared first on CRM Software Blog | Dynamics 365.
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Slides of SPSBE session about Model-driven apps with PowerApps
Hereby the slides of my session about Model-driven apps with PowerApps, at the SharePoint Saturday Belgium on 20th October 2018.
Model-driven apps with PowerApps – SPSBE 2018 from Stefan Str...(read more)![]()
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[SOLVED] Error while get latest on source control Dynamics365FO
Hi Folks,
One of our customers have few ISV and while do a get latest on source control, the system throws an error of permissions and post that nothing works.
![]()
The quick fix I found is
1. Stop all below services on dev box,
-Harry Follow us on Facebook to keep in rhythm with us. @Facebook![]()
One of our customers have few ISV and while do a get latest on source control, the system throws an error of permissions and post that nothing works.
The quick fix I found is
1. Stop all below services on dev box,
IIS Admin
MS Batch server
MS DIXF server
Management reporter
World wide web
2. Do a get latest
3. Build the entire application with DB synch.
4. Turn on all these services back.
That's it. :)
-Harry Follow us on Facebook to keep in rhythm with us. @Facebook
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Enterprise CMSs to keep an eye on, and do they play nice with Dynamics 365?
Enterprise content management systems have certainly come a long way, with the lines between social, marketing and traditional online engagement platforms becoming more and more blurred.
Content management...(read more)![]()
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Azure: Error while connecting to Azure SQL Server “Cannot open server ‘…’ requested by the login. Client with IP address ‘…’ is not allowed to access the server”
Recently, while accessing azure SQL server from SQL Server Management Studio, we got the below error:
“Cannot open server ‘server_name’ requested by the login. Client with IP address...(read more)![]()
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Unable to Login to Dynamics CRMOrganizationWebProxyClient is nullOrganizationWebProxyClient is null error while using CrmServiceClient
Recently for a console application we got the below error while using CrmServiceClient. The possible reason is we haven’t specified that security protocol TLS12 to be used in our console application...(read more)![]()
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GPUG Summit 2018 Recap
So, I said I wasn’t going to do a recap but here I am. I thought I’d do a very brief wrap-up of my short week.
Previous Posts
Here are the posts from earlier in the week:
Getting Home
There were no misadventures getting home, thankfully. It was a long day of travel with a connection via Vancouver. I decided to splurge and pay to upgrade my seat on the Vancouver to Toronto leg and I’m glad I did. It was nice having lots of room & space to sit and work as well as enjoy a couple of beverages. It was also really nice getting to Toronto and not having to clear customs, as that was done in Vancouver.
Feedback
Everything I’m about to say here I have already passed on in other ways to GPUG. I found this year’s site more unwieldy than I have in the past. I believe it’s the same software/system as in the past but now that there was the addition of the Power UG Summit (for me), I realized pretty quickly how changes are needed to better integrate things. Other users have already expressed this if they were CRM + an ERP members but not having seen it first-hand myself, I now know what it’s like.
Suggestion 1 – Integrated “My Schedule”
I believe in the past, users enrolled in more than 1 UG weren’t able to easily see the schedules of the other UGs. I could be mistaken on that, but that has changed completely and anyone is able to view any UG schedule (at least on the full site). That’s awesome!
The downside is the My Schedule feature only shows your schedule from the UG you are primarily registered for, when it really needs to be showing any sessions you have marked as favourites to attend. Without that, you’re back to pen and paper figuring out where your sessions are, if the times align etc.
Suggestion 2 – Better scheduling filters & details
The second piece of feedback on scheduling is adding more filtering options to help narrow down your schedule. I’d like to select a date and 1 or more UGs and then see what sessions there are with those two combinations. I don’t tend to filter by level, presentation type or track which are the 3 options there now, but others may also use those.
The other frustration is to view more details about a session, you need to click on it to open a window and then when you close the window the schedule page refreshes so you are back at the top again. I’d love to be able to expand a session to view details without it opening a new popup so I don’t have to constantly re-scroll down the page.
Suggestion 3 – Allow Surveys to default from marked sessions
I always complete the surveys, except when they are so awkward to use, it becomes a waste of my time. That nearly happened at GP Tech this past August, the survey system was really clunky and as a result, very few people submitted feedback and I suspect most didn’t submit on all sessions attended because of the setup. If you want users to provide feedback on what went well and what didn’t, give them an easy way to do it.
There are options. My suggestion is to allow us as attendees to filter evaluations to what we marked as favourites. I know that I would ensure all of the sessions I attended were “marked” if that meant I got a nice short list of surveys to complete afterwards. Otherwise hunting and pecking by time-slot (“what did I go to on Monday at 11am?”) becomes difficult and tedious.
This year I have yet to be able to open a survey to complete it at all – none. I’ve tried through the app and through the website. No luck multiple times so that is defeating the purpose. As a presenter, I *want* feedback good and bad to help me understand what I did well and what I need to improve upon. If surveys are hard for attendees, no one will bother and presenters won’t get the feedback they need to improve.
Suggestion 4 – better download capabilities
This piece of feedback has nothing to do with the scheduling per se but the tie in is the favourited sessions. The slide downloads library system is super tedious to use. Finding sessions catalogued in a different way than they are on the schedule is hard, for one. I don’t know about the rest of you, but I don’t pay attention to the track I’m attending, so cataloguing by track doesn’t make sense to me.
Suggestions are:
- Have a download link to the material in the schedule.
- Allow multiple file downloads at once like in a SharePoint list or something
- Allow sorting different ways other than by track
- Allow a way to “shortlist” the items by tying it into the scheduling & favourites – ideally I want the slides for my favourite sessions. Let me focus on those instead of hunting for them.
Surveys in general
I’m a big proponent of giving feedback (obviously, as this post shows), and I am always advocating for users to provide feedback via the surveys. There are people out there who think it’s a waste of time or that no one reads them and that’s simply not true. Anyone who has presented knows the feedback is given to them along with the average ratings.
It’s an important part of YOUR duty (in my opinion) as an attendee to fill out surveys for the sessions you attended to give your feedback even if it’s only a rating. If you didn’t like the session for some reason, please provide some feedback on why, and try to be constructive! For example: try to differentiate between the speaker and the room and the content. Don’t slam the speaker if the room was too cold for your liking. Likewise, don’t slam the speaker if the content isn’t what you expected if the content was what the session described. But you *can* give that feedback in the survey, there are usually places to put comments around the session itself vs. the presenter.
Remember: real people read these surveys, real people take them to heart and real people have emotional responses if you are overly cruel or unnecessarily harsh. Give your feedback as if you were standing in front of them telling them.
Slide Decks in general
Just like surveys are a duty of the attendee (in my opinion), as a presenter, I believe it should be mandatory that you submit your slide deck even in PDF format. I chased someone from GP Tech who finally uploaded their decks this month (2 months later). That’s not a good experience. I’ve got most of my slide decks from Summit downloaded but there are still 2-3 I’m waiting for the presenters to upload. From past experience, some will never follow up, which is unfortunate and reflects poorly on the presenter.
Next year’s GPUG Summit: Orlando!
In the Tuesday general session, it was announced that next year’s User Group Summit will be in Orlando, Florida October 13 to 18th. So, for us Canadians, once again it’s during our Thanksgiving week. It was nice for a change to have the timing NOT be during a holiday week so we could actually have a holiday. Oh well… maybe for 2020 they will factor that into our timing.
That’s it for now for me… mark next year’s dates in your calendars!
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Using Output Timezone property of CDS/CRM Source Component in SSIS
In Dynamics 365 CE, the data time field’s value will always be returned in UTC time when retrieved through the Organization Service. Just go through this insightful article to learn more about CRM...(read more)![]()
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Filtering Sub-grid Lookup with Specific View in Dynamics 365
Problem statement: We have a document entity which has a subgrid “Parties” and a lookup field “Customer”. Requirement from client was to filter only those parties in the subgrid lookup which have same...(read more)![]()
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faking a view n an odata dat source
The current Dynamcis Customer Experience virtual entity capability requires an odata source. So I was fine creating a Virtual Entity but my client also needed the ability to efficiently grab a a set of...(read more)![]()
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More Pages to Explore .....
