Articles on this Page
- 12/07/18--22:01: _Managing screen spa...
- 12/08/18--03:30: _Dynamics CRM Portal...
- 12/08/18--09:17: _Controlling the Vis...
- 12/08/18--20:47: _Talking Points in D...
- 12/08/18--22:15: _Productivity just w...
- 12/08/18--22:59: _MB2-719 Certificati...
- 12/08/18--23:28: _Access protected fi...
- 12/08/18--23:50: _Dynamics 365 Instal...
- 12/09/18--00:29: _RDLC Reports Develo...
- 12/09/18--05:06: _Read & process CSV ...
- 12/09/18--10:09: _AL Basics – Part-1
- 12/09/18--10:23: _D365 Quick Tip: Est...
- 12/09/18--13:09: _MSDyn365FO. Code to...
- 12/09/18--18:12: _Cumulative Update S...
- 12/09/18--19:37: _View Now – Dynamics...
- 12/09/18--20:30: _MSDYN365BC - AL Dev...
- 12/09/18--20:50: _Extending method si...
- 12/09/18--21:37: _Summary of Cumulati...
- 12/09/18--22:00: _Post#24: Clearing U...
- 12/09/18--22:01: _Monitoring and obse...
- 12/07/18--22:01: Managing screen space in Business Central
- 12/08/18--03:30: Dynamics CRM Portal Shopping Cart Configuration Wizard
- 12/08/18--09:17: Controlling the Visual Studio workspaces to your Dyn365FO developers
- 12/08/18--20:47: Talking Points in D365 AI For Sales
- 12/08/18--22:15: Productivity just went through the roof!
- 12/08/18--23:28: Access protected file share
- 12/09/18--00:29: RDLC Reports Development and Visual Studio 2017
- 12/09/18--05:06: Read & process CSV files programmaticaly
- 12/09/18--10:09: AL Basics – Part-1
- 12/09/18--10:23: D365 Quick Tip: Est. Revenue calculations on Opportunity
- 12/09/18--18:12: Cumulative Update Summary for December 2018
- 12/09/18--19:37: View Now – Dynamics 365 Unified Interface Webinar
- 12/09/18--20:50: Extending method signature using Disposable context
- 12/09/18--22:00: Post#24: Clearing Usage Data & Cache
- 12/09/18--22:01: Monitoring and observability in the era of the cloud
There’s a handful of useful functions in Business Central to help you manage screen space. Also, your browser has a nice trick up the sleeve, known as “Zoom”. In this post, we’ll...(read more)
Dynamics CRM Portal Shopping Cart Configuration Wizard
Shopping Cart Configuration Wizard is FREE solution - no strings attached. Click here to download the solution
Step 1: Preparing Product / Service entity in CRM
Create new CRM Entity or use an existing entity that represents the products or services to be listed on CRM portal. We link the following attributes of the entity, when displaying the list on portal:
Name- product name or product number. The Name is used as link to another web page that provides more information and details regarding the product and related products. The page is a Form of the entity.
Description – short description of the listed product.
Price – price per unit
Product image URL– each product can have different image. Users can configure these three images: product image, an image of basket, and the image for the delete function. The last 2 images are one image for all products.
Portal Form and Portal View– It’s highly recommended to create a separate portal form from other in-house CRM forms, to present relevant data to portal users. The form includes extra information regarding the product / service provided, and can include sub-grids from related entities to the product entity. An example for sub-grids are list of supporting documents, brochures, and images, or related / complementary products to the item displayed on portal.
Portal view filters which products / services to be listed, such as all active records or records that belong to a specified group.
Step 2: Configuration Wizard
Once the CRM entity configuration is completed, entering details to the Wizard is a simple selection that links between the fields, form, and view to the corresponding fields form and view in the configurator. For ease of testing the solution we provide temporary images stored on Dropbox. We recommend these URLs will be replaced with permanent and personalised locations.
To clear cache and reload new data log on to portal as Portal Administrator using this URL:
Upon completion of online purchase the following records are updated in CRM:
Basket & Basket items– the items selected to be purchased
Payment– if Credit Card Payment Gateway is installed, the confirmation reference / details, received from the credit card provider, are stored in this record.
Step 3: Credit Card Payment Gateway
The Wizard is free to use solution. The solution also includes Credit Card Payment Gateway sold at per portal at one off payment at very competitive price. Credit Card Payment Gateway can be added or removed using Configuration Wizard.
The solution is using the below settings in Sandbox mode:
API Login ID: 7W7sGz2L
Transaction Key: 2W4t8r3a22qU2wPC
And can be tested with these sandbox accepted credit card numbers
370000000000002 American Express
Need support? Email us Sales @DynamicsObjects.com
How items are listed on Portal
More Info Page (CRM form with sub-grid)
The post Dynamics CRM Portal Shopping Cart Configuration Wizard appeared first on CRM Software Blog | Dynamics 365.
IntroductionAt the time of writing, doing development for Microsoft Dynamics 365 for Finance and Operations (FnO) require a dedicated development machine. This machine is pre-configured with Visual Studio extension that allow for achieving FnO development. One important and perhaps peculiar fact with these environments is the fixed disk location where you can create, edit, save and build your modifications. The folder is more often referred to the "Package Local Directory", but I will use the acronym PLD in the rest of this article. This is the folder containing the packages/modules, and you may have them either with or without source code. Typically vendor solutions are shipped only in their binary form, meaning you do not have the "design time" metadata, but only the "run time" payload. As for Microsofts own packages/modules, you will typically have both the metadata and the binaries, allowing you to view and step through code while developing and debugging. And of course, your customizations (assuming you are a developer) will have its metadata, and after your local first build, its binary counterpart (plus other artifacts, depending on what you're creating).
WorkspaceThis post is about the "workspaces" in Visual Studio.
So what is the deal with the "workspace"? Well, it is a necessity when you want to develop. It is basically what defines the paths to your local copy of the code you are sharing with the rest of the team. And for FnO there is one path that is fixed, out of the box, and that is the PLD. You are free to setup other folders, and share them with the team, but the workspace needs to have at least one entry that refers to the PLD. All customizations you want to share with the team, and share with the BUILD machine, needs to be in the PLD, and added to source control and committed to the central code repository.
Ok, so that is all fine. Any other considerations?
Yes! The developer who creates the workspace actually ends up being the "owner" of the workspace, on that machine. So if another developer connects to the same machine and wants to develop, using their own user and credentials, the second developer needs to be able to work against a workspace pointing to the PLD. Otherwise, the second developer is blocked from doing development.
So what's the problem? Well, by default, a newly created workspace is private and only the owner of the workspace can use it. To make things worse, any other user who wants to create their own workspace on the same machine will not be able to point it to the PLD. Only one workspace can point to a single folder at that machine at a time, and the PLD is such a fixed single folder (at the time of writing).
There is a solution, though. The initial owner needs to change the workspace from "Private" to "Public", allowing any other developer connecting to the same machine reuse the initial workspace.
This is a simple solution where the same development machine is shared between developers. It is also smart if for any reason a developer has pending changes on that machine, then takes a few weeks of holiday, and another developer needs to connect and commit them. Yea, that can happen.
Administer the WorkspacesOk, so what if the developers create the workspaces themselves, and set them up as Private, forgets and then someone else have to reuse it. Or if you simply want to go through and check the created workspaces out there.
Well, the workspaces and information about them is also stored centrally, and someone with the "AdminWorkspaces" privilege can change them (a permission by default granted to the Azure DevOps (VSTS) Organization Security group called "Project Collections Administrators").
So in this post I will show how you can do this. There are several articles and posts out there discussing this, but it's always nice to share this in the context of Dyn365FO development, in my opinion.
If you have the necessary permissions, you can run the "Developer Command Promt for VS2015" available on one of your development VMs. I here assume you have run Visual Studio at least once, and connected to your Azure DevOps (VSTS) organization you are working towards.
If you run the following command, it will list all the workspaces created.
tf workspaces /owner:*
You will see a list of workspaces by the name, owner and machine. The next thing you can do is edit one of the workspaces by running the following command:
tf workspace WORKSPACENAME;OWNER
When referring the owner, use the email address for simplicity.
The workspace form now lets you change the properties like permissions from Private to Public, and you can even change the owner (again, use the email address) if you for example need to take over the workspace of someone who has since been deleted as user.
You can also remove old and obsolete workspaces by using the following command:
tf workspace /delete WORKSPACENAME;OWNER
It goes without saying, changing the workspaces while they are in use, is obviously not very smart. Change the workspaces with care, or you might ruin someone elses work and day.
Using Team Foundation Sidekicks for VS2015There is another option as well, a free tool that also lets you administer workspaces, if your user has the necessary permissions.
You can download it from here:
(Tip! Use Google Chrome to download the MSI, if Edge/IE blocks you)
Talking Points is a D365 AI for Sales feature that helps you to start a conversation or bring in ice-breakers if you are going to communicate with a contact the next time.
It gives you highlights...(read more)
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I am about to take the MB2-719 certification, this certification covers the Dynamics 365 for Marketing Application. I plan to create a series of blog posts that collectively should help anyone else preparing...(read more)
There was a post, where a user wanted to get read/write acces to a file share outside the current domain from within Nav.
This can be done via .Net:
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After connecting with SQL management studio, expand folder “Availability...(read more)
[Just a note to myself as I always need to look up what to download and install on Visual Studio 2017 to allow me to work on RDLC layouts for my reports.]
fmode := fmode.Open;
fstream := fstream.FileStream(‘c:\temp\test.csv’,fmode);
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Here’s a quick tip! Either let the system calculate the revenue of the Opportunity based on the Product Line Items or you can enter yourself or add your own custom logic to it.
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After 8.1 there is no need to do code upgrade and build standard code supplied by Microsoft or at least we’ve been told so. However, it’s impossible to refresh cross references without building model with...(read more)
Cumulative Update includes all application and platform hotfixes and regulatory features that have been released for Microsoft Dynamics NAV.
Microsoft Dynamics NAV 2018 CU 12 :- NAV 2018 CU12
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The most important component of the October 2018 update to Dynamics 365 is the Unified Interface . The Unified Interface is designed to completely replace the classic web interface in short order –...(read more)
refer to the table of content.
As promised in the article we will build the new page as per customer requirements.
The customer requires a new list page to add, modify & delete data stored in the database.
Let's try to add this page to our extension.
I am working on a project where we have majority of code ovelayered and we are trying to move on 8.1.X by removing over layering. The reason behind Overlayered code is upgrade , LCS upgrade service creates...(read more)
Please find more information about Cumulative Update for Microsoft Dynamics NAV released in December 2018 below.
Here you can find the download links.
Cumulative Update 12 for Microsoft...(read more)
There were many cases over the years in both AX4, 2009 and 2012 of issues that were solved with the simple clearing of usage data or deleting cache files.
I will try and list out some of those odd cases...(read more)
Let’s talk about some of these fancy keywords…
What is the difference between monitoring and observability ? What is a metric? And a log ? How is all of this related to alerting and incidents...(read more)