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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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    After 10 years of relentless development Resco has outgrown the definition of just a mobile client. With expanding capabilities, Resco’s mobile app (Resco Mobile CRM) and the Woodford configurator have...(read more)

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  • 12/13/18--04:30: Post#27: Database Logging
  • Database logging is the enabling of logging on master, parameters/settings and transnational data in AX. In AX 2012 before go live on any implementation it is best practice to setup logging on the...(read more)

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    Today, I will be discussing about one of the common issue which we might face and that is related to repeating header on new page. As we all know that in SSRS reports there is already checkbox on tablix...(read more)

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    Did you miss my session on Flow Buttons: What they are and how to create one? during the MVPDays Flow Conference held online December 12, 2018

    If so you can stream it now. Note: it will play in full screen and you do need to turn the speaker on.

    Click the Play Button to start it.

    Microsoft Flow Buttons What they are and how to create one

    If you want to watch the entire 8 hours of presentations and see all 16 Flow Pros tell a story you can bring it up on youtube

    You can view the agenda and the presenters here – The event was divided into 4 videos so figure that there are 4 each presentations per video to help you find the right Part 1, 2, 3, or 4.

    Click the Play Button to start it.

    Microsoft Flow Online Conference

    The post MVPDays Flow Conference – Flow Buttons appeared first on CRM Innovation - Microsoft Dynamics 365 Consulting and Marketing Solutions.

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    Applies to: Project Service Automation for Dynamics 365

    We’re pleased to announce the latest update for the Project Service Automation application for Dynamics 365. This release includes bug fixes.

    This release is compatible with Dynamics 365 9.x. To update to this release, visit the Admin Center for Dynamics 365 online, solutions page to install the update. For details, refer How to Install, Update a Preferred Solution


    Project Service Automation (v

    • Enhancements
      • Allow user to delete products lines from Project Invoice when the invoice in the draft state.
    • Bug Fixes
      • Fixed: Project Approval has overlapping command sequence for "Approve" and "Reject" impacting the Ribbon Work Bench.
      • Fixed: WBS fails to open for empty projects when project start date and end date are the same.
      • Fixed: WBS fails to open for empty projects when an end date is set but no start date is set.
      • Fixed: Javascript error impacting contract line and quote line filtering when Maplytics has been installed.


    Russel Hercules

    Program Manager

    Project Service Automation Team

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    Applies to: Project Service Automation for Dynamics 365

    We’re pleased to announce the latest update for the Project Service Automation application for Dynamics 365. This release includes bug fixes.

    This release is compatible with Dynamics 365 9.x. To update to this release, visit the Admin Center for Dynamics 365 online, solutions page to install the update. For details, refer How to Install, Update a Preferred Solution


    Project Service Automation (v

    Bug Fixes

    • Fixed: Requirement name in the schedule assistant demand panel now shows the proper name even when the name contains apostrophes
    • Fixed: Issues when user tries to create a booking alert when they are assigned to a child business unit
    • Fixed: Issue when launching the schedule assistant with certain time zone combinations, related to daylight savings time.
    • Fixed: Issues creating booking rules if there is namespace in function name
    • Fixed: Booking Rules now trigger correctly even if there is namespace for method name set on the booking rule.


    Russel Hercules

    Program Manager

    Project Service Automation Team

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    This is a guest blog post from Dmitri Riz, the director of InfoStrat's Microsoft Dynamics Practice. We are all familiar with Business Process Flows (BPF) in Dynamics 365 – they’ve been around for a...(read more)

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    Hi Folks,
    Here is a quick trick. I was trying to check-in a few objects in a solution and encounter a strange error.

    Could not find file 'C:\Users\Adminbefabcsd4\Documents\Visual Studio 2015\Projects\<MySolution>\<MyProject>\<MySolution>.btproj

    Possible reason: If you are trying to check-in your object along with the solution file, you might get this error.

    Possible solution: I cannot say it a permanent fix as I didn't find any technical reason for this, but below fix worked for me.
    If you didn't make any changes in the solution itself, like adding/deleting a file, you should not include solution file in included changes. Remove solution file and check-in only object which you actually made changes.


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    The qualification or disqualification of a Lead in Dynamics 365 is a human triggered event that kicks off a predefined process. That process will convert the Lead to a new Contact and Account record and also create an Opportunity that is associated with the Contact and Account. There will also be a link back to the originating lead in the Opportunity record.

    But what happens to important pieces of information that were recorded in the CRM user’s conversations with the Lead? Absolutely nothing! They stay with the Lead record and remain several clicks away from the Opportunity record and are basically out of sight and out of mind.

    I started thinking about how to solve this challenge with Microsoft Flow after seeing a post on the CRMUG Community support forum.

    Here is what I have come up with as one approach to copy the Notes and attachments to the Opportunity record automatically. You could also approach it differently by changing the regarding on the Notes from the Lead record to the new Opportunity record. Modify it to fit the way your company wants it to work.

    Here is a big picture of what the Flow looks like. (if it looks a little scrunched on your screen, click on it to get a bigger view):

    Copy a Lead's Notes to an Opportunity

    Let’s break down each step in the Flow:

    Step 1– Listen for the creation of a new Opportunity and then get all the field data from the Opportunity record. We will need some of that info in later steps.

    Get New Opportunity Record

    Step 2– Check to see if the Opportunity was created as a result of the Automated Lead Qualification workflow. We do this by checking to see if the attribute field on the Opportunity record has any data in the Originating Lead Lookup field (look for this in the Marketing section of the Opportunity form)

    Did the Opportunity originate from a Lead

    Step 3– If it resolves to False, it means the lookup field is not empty, ie it came from a Lead, so then go down the Yes path. If it didn’t come from a Lead conversion we don’t need to do anything so we don’t need any steps for the No result.

    Did the Opportunity come from a Lead

    Step 4– Now lets get all the Notes for the Lead record and then loop through them using the Apply to Each function to make a Copy of the Lead Note to a New Note along with the attachment, if any. And set the regarding to the new Opportunity.

    Duplicate the Notes

    There you go. The takeaway is the List and Apply to Each Actions in Microsoft Flow is the greatest thing to happen for us in the Dynamics 365 world.

    The post Use Microsoft Flow to: Copy a Qualified Lead’s Notes to the new Opportunity appeared first on CRM Innovation - Microsoft Dynamics 365 Consulting and Marketing Solutions.

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  • 12/13/18--10:43: AL Basics – Part 4 [Page]
  • Today we will see how to create pages in AL. Before we dive into it lets have some basic concept for Pages. If you navigate in Navision you may be familiar with page types we have in Navision. Types of...(read more)

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    The Dynamics Outlook Add-In is old news.  The Dynamics 365 for Outlook App is the new way to integrate your emails, contacts, and appointments with Dynamics 365. Built on the Unified Interface, the Dynamics...(read more)

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    Microsoft Dynamics 365 Business Central is an all-in-one business management solution that’s easy to use and adapt, helping you connect your business and make smarter decisions.  Built on functionality within Microsoft Dynamics NAV and adaptable to extend business applications to other Microsoft Cloud Services such as Office 365, Microsoft Flow, Power BI and PowerApps; Microsoft Dynamics 365 Business Central Solution can grow as your business requirements change while taking advantage of the latest technology.

    In Business Central, you can perform common project management tasks, such as configuring a job and scheduling a resource, as well as providing the information needed to manage budgets and monitor progress. You can track machine and employee hours on the project by using time sheets.

    Just like Microsoft Dynamics NAV, this next generation of NAV allows to select different roles for what function the user preforms. In the “project manager” role, you have a good overview, not only of individual jobs, but also of the allocation of employees, machinery and other resources being used in all projects.

    Customers that select Microsoft Dynamics 365 Business Central Versions have a choice of either “Essentials” or “Premium”, in addition to either a Cloud ERP or On-Premise Deployment.  With either deployment or either version, Business Central has robust Project Management Capabilities to precisely plans and track customer projects with functionality such as:

    Resources:  Keep track of resources and prices. Register and sell resources, combine related resources into one resource group, or track individual resources. Divide resources into labor and equipment and allocate resources to a specific job in a time schedule.

    Time Sheets:  Time Sheet is a simple and flexible solution for time registration with manager approval. Time Sheet provides integration to the Service, Jobs, and Basic Resources modules.

    Capacity Management: Plan capacity and sales, and manage usage statistics and profitability of resources. Create your plan in a calendar system with the required level of detail and for the period of time that you need. Also monitor resource usage and get a complete overview of your capacity for each resource with information about availability and planned costs on orders and quotes.

    Multiple Costs:  Manage alternative costs for resources and resource groups. The costs can be fixed or based on an additional percentage or an additional fixed charge. Define as many work types as you need.

    Jobs: Keep track of usage on jobs and data for invoicing the customer. Manage both fixed-price jobs and time-and-materials jobs.

    Learn more about Microsoft Dynamics 365 Business Central

    Posted by iCepts Technology Group, Inc. A Microsoft Dynamics 365 Partner in Pennsylvania.

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    Welcome to the exciting world that is Microsoft PowerPoint. PowerPoint enables you to create strong, vivid, visual slideshows for any occasion. This guide will help you learn the basics of how to navigate...(read more)

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    You may have heard about the $1.7 trillion total US market opportunity open to Microsoft and our partners through digital transformation driven by Intelligent Cloud and Intelligent Edge. We’re proud of the fact that for every $1 of revenue Microsoft earns, our partner community earns between $8 and $12. That means roughly $1.5 trillion of that is our partner’s opportunity! It’s time to mobilize in a big way here—our refreshed P-Seller Community is the way that, together, we can do that.

    Our P-Seller community has evolved to support many of the roles involved in a typical cloud solution opportunity—including Solution Sales Professionals (P-SSP), Technical Solution Professionals (P-TSP), Cloud Solution Architects (P-CSA), and Customer Success Managers (P-CSM). As CTO for the US Commercial Partner organization, I’m focused on the two technical roles: P-TSP and P-CSA.

    You can check out more details on recent updates to the P-Seller Community on the P-Seller Community page, but in the meantime, here are some of the key things to know about the P-Seller Community:

    Understanding the role of P-TSPs and P-CSAs

    P-TSP (partner technical sales specialist) and P-CSA (Cloud Solution Architects) are key resources in cloud transformation. These resources are responsible for driving pre-sales technical support and deployment of Azure, and enable our customers to develop, deploy, and see results. Typically, these roles are engaged to lead assessments, proof of concepts, and migration to help customers understand how they can get the most value from the cloud.

    How to leverage MTCs as delivery venues

    Microsoft Technology Centers (MTC) are hubs to showcase solutions and guide customers on their digital transformation. Partners can schedule these events (usually as a half-day or full-day) to exhibit their technologies and solutions, and to encourage customers to sign up for existing events hosted by fellow partners. Work with your PDM/PTS to take advantage of the MTC.

    OCP Technical Team enablement and support

    Your US One Commercial Partner Technical Enablement team is here to help with training and best practices for most sales motion call to action engagements. Work with your Partner Technical Strategist to discuss the best enablement plan for your organization and ensure P-Seller readiness is included. To sharpen your organization’s technical skills with training on Azure competitive differentiators, we recommend having your P-TSPs participate in the free Azure Sales Fundamentals training.

    P-Seller Finder Tool

    We’ve developed an internal mobile app, called P-Seller Finder Tool, to facilitate Microsoft field (and inside) salespeople in finding and requesting P-Sellers to engage on qualified opportunities. All registered P-Sellers who can deliver specific sales motion engagements are discoverable by geography and industry. Sellers can easily submit a request to the selected P-Sellers to support the engagement.

    The simple truth is that Microsoft is dependent on our partners to achieve the reach and breadth of IP and Professional Services expertise required in this new era of digital transformation. These opportunities go on to become mutual wins with product and services revenue for both companies. The P-Seller Community is where we turn to coordinate and execute partner engagement into our opportunities—and that community start with you.

    Scott Emigh is the Chief Technology Officer for Microsoft’s US One Commercial Partner (OCP) organization. With an extensive background in tech and solution sales, Scott leads a national team of Solution Architects, Evangelists, and Strategists all focused on developing and enabling our US partner ecosystem – ISVs, System Integrators, Managed Hosters, and Volume Channel. Our mission at Microsoft remains steadfast – to empower every organization on the planet to achieve more. Our partner ecosystem is at the forefront of bringing this powerful mission to life. OCP will work to transform ourpartner ecosystem and simplify the programs and investment structure for our partners to drive growth and profitability. We will provide the programs, tools, and resources you need to build and sustain a profitable, successful cloud business.

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     Hi Readers,

    Microsoft has released, Cumulative Update 02 for Microsoft Dynamics 365 Business Central on-premises and is available for download.

    Details are still not available for download link is available for everyone.

    I will post an update in the same article once the details of changes will be available on the Microsoft website.

    Read Complete Article »

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    During last 12 month I participated in several migration projects from ground to cloud. In this post I will share my experience migrating customizations and data. First recommendation – if your instance is eligible for FastTrack – don’t even think regarding other options. There will be no need to develop migration packages, map users, original ...

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  • 12/13/18--22:05: Intelligent Cloud Insights
  • While Business Central is a cloud-first service, we will continue to ensure that customers that need to run their workloads on premises or on the intelligent edge connected to the cloud, can do so. Gone...(read more)

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    Cumulative Update 02 for Microsoft Dynamics 365 business central on-premises released Download from following link Microsoft 365 Business Central :-  Business Central CU02 This cumulative update includes all hotfixes and regulatory features...(read more)

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    Considering the scenario that Power BI is retrieving info from Dynamics 365 (online), when picklist (optionset) fields are fetched, only the value for each option is retrieved and label is not. This behavior is considered by design. There are a bunch of ways to workaround it.

    On this article we will approach a method used during a project inside the Kepler University program, Kigali, Rwanda, which belongs to the Microsoft MySkills4Afrika volunteer program.

    Main focus of the project: empower the University with Power BI in order to get valuable insights from Dynamics 365/OnerWorld Student Information System (SIS) solution.


    In summary:

    1)     Identify the reference (value: label) for each picklist (optionset) entry (D365)

    2)     Create a table to store the optionset’s references (Power BI)

    3)     Merge queries (Power BI)



    (1) Identify the reference value: label for each picklist (optionset) entry

    To retrieve this info, as suggestion, you can use the Metadata Browser solution.

    Download and installation details here.

    After install it, go to Settings > Solutions > MetadataBrowser solution > Open Entity Metadata Browser

    Select Contact as entity and localize the optionset field gendercode from Attributes section (tip: use Text Search at the top).

    From the right pane side, navigate to OptionSet option and click on the Get Options button.



    (2) Create a query to store the optionset’s references

    Open Power BI Desktop (pre-requirement that Contact table is already synchronized) and navigate to Edit Queries (ribbon bar) > Edit Queries.


    Create a new blank query.


    Insert the query definition, such as:



    Note: if you would like to consider null entries, use a reference such as {null, “Blank”}.


    As suggestion, rename the recent query for a more meaningful name.



    (3) Merge queries (Power BI)

    Now, we need merge the original query (contacts) and new query (contacts-gendercodelabel), focusing on the common column between them (value).

    From right pane, select the original table (contacts) and navigate to Home ribbon > Merge Queries > Merge Queries.


    Select the new table (contacts-gendercodelabel).


    Make sure to select the common column between the tables (gendercode/value) and keep the Join Kind option as Left Outer (all from first, matching from second).


    Now, the column has been added to original table (contact) with the proper value:label entries.

    Select the new column added to the query and check the label.


    As suggestion, rename the recent column for a more meaningful name.


    At end, we have a column with the proper labels to use into the visualizations.




    Referencing articles

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    Once an accounts receivable transaction has been moved to history, you can no longer unapply a payment or credit memo through the Apply sales documents window. There is a tool in the Professional Service...(read more)

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