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A one stop shop where the Microsoft Dynamics ecosystem can learn, share, connect and network with others within the Community. Peer to Peer discussions , product demonstrations, blogs & videos.

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    Ever since Microsoft CRM moved online and Plugin sandboxing became mandatory, you'll have likely come up against the challenge of using third party assemblies.

    Sand-boxed Plugins cannot access any third-party assemblies and so if you use a NuGet package such as the Microsoft.SharePoint.Client libraries or Newtonsoft's Json.Net then you may have considered or even used ILMerge to embed a copy of the assembly into your compiled Plugin. You may even have used ILMerge to include your own 'common' libraries into your Plugins - even though you could have included the source code. To put it simply - don't do this!

    ILMerge is *not* supported!

    This is not like the managed/unmanaged solutions or JavaScript vs Business Rules debate. The simple fact is that using ILMerge with Plugins is not supported by Dynamics 365 CE/CDS for Apps.

    There is a very old blog post on msdn from back in 2010 about ILMerge that contains this statement from the Dynamics team:

    "This post has been edited to reflect that Dynamics CRM does not support ILMerge. It isn't blocked, but it isn't supported, as an option for referencing custom assemblies."

    If you do decide to use ILMerge then be warned then you are in dangerous waters! If there is a problem with your environment that is plugin deployment related then the likely answer from Microsoft support is that you'll need to remove your use of ILMerge before your issue can be resolved.

    Don't bring me problems, bring me solutions!

    One of the most common reasons for using ILMerge I see is when using Newtonsoft's Json.NET. There are many code snippets out there that use this library to parse JSON it to an object graph. Consider the following code for de-serialising Json from the Nest API into a c# object graph:

    var nestData = JsonConvert.DeserializeObject<NestData>(json);
    public class NestData
    {    public Devices devices { get; set; }    public Dictionary<string, Structure> structures { get; set; }
    }

    The good news is that since .NET 4.0 we've had pretty much the same control over deserialising JSON using the standard class libraries:

    using (var stream = new MemoryStream(Encoding.UTF8.GetBytes(json)))
    {
        DataContractJsonSerializerSettings settings = new DataContractJsonSerializerSettings()
        {
            UseSimpleDictionaryFormat = true
        };
    
        DataContractJsonSerializer ser = new DataContractJsonSerializer(typeof(NestData), settings);
        var nestResponse = (NestData)ser.ReadObject(stream);
    }
    
    [DataContract]
    public class NestData
    {
        [DataMember]
        public Devices devices;
        [DataMember]
        public Dictionary<string, Structure> structures;
    
    }
    

    Other libraries that are not included in the .NET Framework (e.g. Microsoft.SharePoint.Client) shouldn't be used. If you can't include the source code in your Plugin, then consider using a loosely coupled Microservices approach to manage your integrations. This way you'll have fully supported lightweight plugins that can offload the heavy lifting outside of the sandbox worker processes.

    Keep those Plugins small and lightweight! 

    Photo by Hafidh Satyanto on Unsplash


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    Hi Everyone, I was performing some admin work and decided to take a first-look at the new Dynamics 365 CE Admin Portal which is currently in preview. I recorded my journey so you can see it to:


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    Tracking all the Accounting Structures and advanced rules created across all entities in AX is a daunting task especially if you have a lot of entities. A lot of users try to do this manually but there...(read more)

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    Ab Januar 2019 wird eine Übermittlung der UStVA direkt aus Dynamics NAV und Business Central heraus nicht mehr möglich sein. Das BZSt (Bundeszentralamt für Steuern) hat die dafür genutzte offene Schnittstelle abgekündigt. Im gleichen Zuge hat Microsoft angekündigt, die alternative geschlossene Schnittstelle ERiC nicht in Dynamics NAV und Business Central zu implementieren. Die vollständige Erklärung von Microsoft finden Sie unter

    https://blogs.msdn.microsoft.com/german_nav_developer/elster-schnittstelle-in-der-zukunft-ohne-uebermittlung-der-datei/

    Was bedeutet dies?

    Eine kleine Anpassung im Arbeitsablauf beim Hochladen der Datei:

    1. Erzeugen Sie eine neue UStVA
    2. Prüfen Sie die aufbereiteten Daten
    3. Erzeugen Sie die XML-Datei

    Bis hierhin sollten Ihnen die Schritte bekannt vorkommen.

    1. Nun speichern Sie die erzeugte Datei einfach auf Ihrem Rechner.
    2. Melden Sie sich bei ELSTER-Online mit Ihrem persönlichen Zertifikat an und laden Sie dort die Datei hoch. Die notwendigen Zugangsdaten dafür haben Sie mit Ihrem Zertifikat bei der Registrierung bei ELSTER erhalten.

    Dieses Verfahren ist bereits heute auch ohne ein Update von Dynamics NAV oder Business Central möglich.


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    CRM for Oil and Gas eBook

    Lubricant Marketers, are you struggling to integrate data into your CRM system? Or, are you struggling to make your data come alive? Do you have a CRM system to let all of this happen?

    This is a common hurdle Lubricant Marketers face in the Oil and Gas industry, and are unsure how to solve, but let us reassure you – it’s through CRM that you can make your data come alive

    We’re guessing if you’re reading this post, you have a lot of data that you don’t know what to do with. That’s okay – CRM can help.

    Lubricant Marketers that are leaders in the Oil and Gas industry use CRM to drive growth and create new opportunities. Part of this comes from integrating data.

    Seamless and clean data integration is a universal concern for Lubricant Marketers, and, arguably, across industries, but with a one-time data migration into CRM, things get easier, faster.

    This approach takes you through the process of loading your data into your CRM solution all at once. After that, you run a process to get updated information into your CRM system nightly.

    Everything will be automated, so once you complete this initial step, information is continuously rolled from your accounting (back office) system to an FTP site to your CRM solution.

    This systematic approach takes the worry away from Lubricant Marketers who may otherwise struggle with data organization

    A simple and systematic one-time approach helps Lubricant Marketers get their fields locked in, so, again, there is only “one version of the truth”. You’ll never have to guess who has the right data – it will all be in CRM, and you can rely on its cleanliness.

    You eliminate the guesswork of spreadsheets, documents, or even manual media like binders or sticky notes by having all of your data put in one place that is accessible and updated every day.

    If you relate to the struggles expressed in this post, it’s time you look into utilizing Data Integration in CRM to create new opportunities and grow your business.


    Learn more about how Lubricant Marketers are using CRM to Drive Success in Ledgeview’s NEW eBook for the Oil and Gas industry! Discover how you can use Data Integration in CRM to keep your data consistent and always at your fingertips …

    Download it here.

    Download Now


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    Most of the data is not shared across legal entities and you go to the specific company to see the unique data. The exception is four types of data; Employee and contractor data . The position they...(read more)

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    You can use aging period definitions to analyze the maturity of customer accounts and vendor accounts, based on a date that you enter. Note:: all reports in Dynamics 365 for six periods only, if you need...(read more)

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    Hi Folks,

    Check out this link for the new very useful update on extensibility on D365FO.

    https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/extensibility/extensibility-changes-811


    -Harry Follow us on Facebook to keep in rhythm with us. @Facebook


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    Microsoft Dynamics GPMicrosoft Dynamics GP 2018 R2 was released on the 2nd October. In this series of posts, I’ll be going hands on and installing the majority of the components; some of them, such as Analysis Cubes for Excel, which are little used, I won’t be covering.

    The series index will automatically update as posts go-live in this series.

    With the web client installed, the next step is to finalise the configuration of the web client. The Microsoft Dynamics GP Web Components Configuration Wizard will pop up automatically. Click Next to start:

    Welcome

    Select the Authentication type and click Next:

    SQL Connection Information

    Click Next to start the process:

    Configuration Status and Actions

    Once the configuration is complete, click Exit:

    Configuration Complete

    Click to show/hide the Hands On with Microsoft Dynamics GP 2018 R2 Series Index

    Read original post Hands On with Microsoft Dynamics GP 2018 R2: Install Web Client Help at azurecurve|Ramblings of a Dynamics GP Consultant


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    On Saturday, 3 November I am re-launching my Advanced Dynamics 365  JavaScript Development course.  As I mentioned earlier, we’re going to do things a little bit differently this time.   Overview This course will be run as a cohort.  This allows students to share experiences and help each other as we all progress through the […]


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    With the release of Microsoft Dynamics GP 2018 R2, the 'Ship-To-Address Name' is retained when a customer is modified with the Customer Combiner and Modifier Utility. To open the Customer Combiner...(read more)

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    Today’s tip is from Nick “Benchpress” Doelman. Technically it’s from his wife which proves that all of us, MVPs, are mere mortals and the real knowledge still belongs to the users.

    She only wanted to see contacts that belonged to an account on the record but the lookup view was showing all the contacts. Turns out, the editable grid lookup will only filter if the ‘filter by’ field is also on the view. For instance:

    1. Without the “Account” being visible on the editable grid view:
      clip_image001
    2. Now with the “Account” being added to the editable grid view:
      clip_image002

    Don’t have a tip but your spouse works with Dynamics? Ask them and send the tip to jar@crmtipoftheday.com!

    (Facebook and Twitter cover photo by Tyler Nix on Unsplash)


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    Recently I have got a requirement from a client in which they wanted to email invoices in Dynamics 365 for Finance and Operations, with the nicely shaped email body containing meaningful information such...(read more)

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    Upcoming in Dynamics 365: Unified Interface

    With the imminent October 2018 release, Dynamics 365 users find themselves facing one of the most transformational updates in years. Much like the transition between CRM 2011 and CRM 2013, when the interface transformed from tabs on the left to tabs on the top, we are now back to tabs on the left again! This is all due to the deprecation of the beloved Web interface that has been the default interface for years, and its replacement - the Unified Interface. The new interface is fairly quick to learn and easy to grasp. For end users, the Unified Interface offers a much friendlier and cleaner overall experience. All new organization starting to use Dynamics 365 after September 2018 will have the Unified Interface turned on by default, while existing organizations are highly recommended to begin the transition.

     

    Image courtesy Microsoft Dynamics Team Blog

    So why are we seeing this transition now? Well, the Unified interface offers CRM users and developer something that has never been available, a single easy to understand that works the same whether accessing CRM data through a web browser, mobile app or through Outlook App. This single interface allows developers to design once and have that interface reflow itself and appear consistent no matter how users access their data.
    Right away, you'll notice a new interface, along with new navigation and a very clean interface. Site map navigation is along the left side of the screen and can be opened or closed. When you open a record, instead of needing to scroll to the bottom of a page, you can click on tabs to move around. Subtle uses of color and lines separate sections and fields. Field labels are not cut off if they run on too long. And a new Post control shows Posts, activities, notes all in a single timeline. This timeline can be filtered and sorted based on different dates. 

    Most of the core functionalities remain similar, but some enhanced capabilities are introduced 

    • Timeline Control - allows for better collaboration with your team. The way this is accomplished is by providing a quick way to see the entire communication thread. Along with the new Unified Interface comes the capability to see all of your teams interactions in a single view. This includes emails, notes, posts, voice attachments, and combined/ custom activities . Enhanced filtering views are also available. With the Unified Interface, you will be able to filter by the type of activities you want to see.
    • Reference Panel- The reference panel is a great way to get work done without having to click out of the screen. You can search for things within the context of the record you are viewing. Reference Panels can be used with all entities in the interface.

    To learn more about the great new features of the Unified Interface, visit http://bit.ly/2QOCCo5

     

    The post Dynamics 365 Unified Interface appeared first on CRM Software Blog | Dynamics 365.


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    Introduction: Recently, we had a business requirement to show lookup fields name in our Power BI Reports. In Power BI Lookup columns show its guid and not name. So after some research and play around...(read more)

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    In this blog, I am explaining the steps needed for setting up a generic support queue (e.g. support@zapobjects.com) in #MSDyn365 for Customer Service (Online) which can be used for receiving support related...(read more)

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    Microsoft Dynamics is available exclusively through Microsoft Dynamics Certified Partners. These Value Added Resellers provide planning, implementation, customization, and support services aimed at optimizing the solution for each customer’s specific needs. Regardless of how and where the software is deployed, customers have the choice of purchasing their Microsoft Dynamics solution.

    (more…)


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    Problem : After upgrading a CRM environment from 8.2 to 9.1 we had the problem, that our outlook app showed the users the error: “Sorry, something went wrong while initializing the app.” ...(read more)

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    Will McNae, Partner Technology Strategist

    As we get closer to all the spooky fun that comes with this time of year, I’m reminded that technology advancements can be scary when we don’t have a full understanding of what’s driving the change or how we’re included in the journey.

    In our October Modern Workplace Community call, we’ll be joined by Andrea Fisher, Cloud Solution Architect within the One Commercial Partner Technical team, to better understand those elements within Windows as a service and Microsoft Modern Desktop service. Andrea has deep experience helping partners develop practices around Windows 10, Modern Desktop, and security features like Windows Defender Advanced Threat Protection.

    Join our October community call on Tuesday, October 23 at 10 a.m. PT, and be sure to also join our Yammer Partner Community to stay current and gain access to resources across the full partner network.

    Below is a quick overview of what we’ll be covering in the call:

    Windows as a service

    A modern desktop is the most secure, productive computing experience for business, loved by end users and IT. So what does this mean in terms of you guiding your customers through the shift from complex upgrades to agile updates, driving efficiencies to enabling their people, and managing costs to creating value? Windows as a service is the shift to creating consistent IT environments.

    The Windows 10 operating system introduces a new way to build, deploy, and service Windows. Microsoft has changed each part of the process to simplify the lives of IT pros and maintain a consistent Windows 10 experience for customers. Prior to Windows 10, Microsoft released new versions of Windows every few years. This traditional deployment schedule imposed a training burden on users because the feature revisions were often significant. That schedule also meant waiting long periods without new features. Windows as a service will deliver smaller feature updates twice per year, around March and September, to help address these issues.

    We’ll also explore feature definitions including:

    • Feature updates
    • Quality updates
    • Insider Preview
    • Servicing channels (Semi-Annual Channel and Long-Term Servicing Channel)
    • Deployment rings

    To learn more, read our overview of Windows as a service

    The challenges of the modern workplace

    Microsoft has consistently heard from organizations of all sizes that they struggle to keep up with the pace of change, and have trouble delivering great experiences to end users. For many companies, the capabilities of technology they deliver to users is significantly behind what users have at home, leading to employees being more creative, productive, and having a better experience with their home devices than those at work.

    Further, the rate of change and sophistication of today’s security threats requires organizations to re-think how they deploy, manage, and secure assets for their users. It’s imperative they keep these devices up-to-date and able to take advantage of the built-in security capabilities available in feature updates quickly, to maintain their security posture and defend their environments.

    As we continue to innovate in Modern Workplace, partners are also transforming their business by moving from traditional project-based services focused on on-prem deployments to managed services and business solutions on top of Microsoft 365 services. While ecosystem has made a lot of progress, there are some ongoing challenges. To help address these challenges and accelerate the pace of innovation, we’re investing in a new service offering that enables organizations to fundamentally shift how they source and think about their IT.

    This offering will create awareness of our Modern Desktop vision and provide a reference architecture that partners can leverage in their own businesses.

    Introducing Microsoft Managed Desktop

    We believe Microsoft Managed Desktop can help us achieve our goal of providing a great experience for users while keeping devices secure and up-to-date. Microsoft Managed Desktop enables cloud-based management of devices, user productivity, evergreen devices that are secure and up-to-date, and frees IT departments—and your practice—to focus on higher-value work.

    It then adds modern hardware that meets our Microsoft Managed Desktop specification and runtime quality bar—all managed through the cloud. At its core, the offering includes Microsoft 365 E5, a modern device, and endpoint management by Microsoft for one monthly price.

    Whether you’re already using Microsoft 365 or ready to take the first step in modernizing your organization, the fastest and most efficient way is with a Microsoft Managed Desktop. It’s the best computing experience on a modern desktop, modern device and managed by Microsoft.

    Microsoft Managed Desktop relies on the power of Microsoft 365, running in a consistent reference architecture that continues to evolve to enable customers to take advantage of Microsoft 365 capabilities, while protecting them from nascent threats.

    The Microsoft Managed Desktop is in the early stages of rollout and we’re working with few, selected partners to deploy Microsoft managed desktop to initial customers. We are currently live with a small number of customers in the UK and the US, while expanding to several other geographies in the second half of 2019. During the call, we’ll discuss the opportunity and what the journey may look like for you in the coming months.

    To learn more, register for the October 23 partner community call and read about the Modern Desktop opportunity with Partners.

    Modern Workplace Technical Community


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    While working on upgrade activities of D365 V9 from D365 V8, we faced one weird issue related to Enable Rule of  Ribbon button . We had one form where we were using Enable Rule for a button which was...(read more)

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