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Tip #1218: Suppress headers and footers in portals

February 12, 2019, 9:00 am
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Dynamics 365 Portals, based on Bootstrap, are very flexible when it comes to the web site and individual page layout. To create consistent look and feel the Website record defines header and footer templates.

image

And the footer looks like this:

image

I was working on a site where I didn’t need a footer at all so I cleared Footer Template field. And I got this:

SNAGHTML1daeb057

What the?!

Yes, folks, a default template is rendered, whatever that is. To suppress header and/or footer, create a blank Web Template, something like

{% comment %}
  This template has been deliberately left blank
{% endcomment %}

and select that template on your Website record. The results are stunning. I don’t even have a screenshot because it’s, well, blank.

Note: if you disable header, it’ll be up to you to render the search box, sign-in/out control, and a language selector elsewhere, because that’s what the default header renders.

(Cover photo by Jeffrey Lin on Unsplash)

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Scrumplementation – Delivering Better Dynamics 365 Business Central Implementations

February 12, 2019, 3:00 pm
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Last October, Jake Edwards, Adam Waycott and I completed a two day course and an exam and became Certified ScrumMasters. What is Scrum? Scrum is an agile framework that allows us to focus on delivering...(read more)
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Alphabetical filtering: the same but different

February 12, 2019, 4:27 pm
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When you are working with the grids in Dynamics, the last line shows up as a list of letters from A to Z, so you can click one of the letters and that will quickly apply a filter to the grid. What kind...(read more)
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#GPPT Automatic Logout for Microsoft Dynamics GP

February 12, 2019, 6:05 pm
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Yesterday GP Power Tools build 26 was released . This latest build has numerous enhancements to existing functionality as well as some awesome new features. One of the features that has been requested...(read more)
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MSDYN365BC - Futuristic CAL Development - UnBoxing Database Trigger Event.

February 12, 2019, 9:00 pm
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Hi Readers,

Last article we subscribed a Trigger Events. As promised in this post we will understand Database Trigger Events in Base C/AL Code.

If you are new to this series then Please Refer Table of Index.

With this article, I will try to clarify all doubts and questions about  Database Trigger Events.

This will help Developers to subscribe to Database Trigger Events. Let's discuss that in details.

Read Complete Article »
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#GPPT Managing User Licenses with GP Power Tools

February 12, 2019, 9:00 pm
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With the release of GP Power Tools build 26 yesterday, Microsoft Dynamics GP System Administrators now have a new tool for managing their User Licenses. GP Power Tools build 26 adds a suite of new features...(read more)
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SysMultiTableLookup - A way to show fields from multiple tables within custom lookup

February 13, 2019, 12:32 am
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Today , I will be discussing about one of the common issue which we might face while showing fields from multiple tables in lookup . As we all know SysTableLookup only pick up fields from first data source...(read more)
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Practice Management – Part 2 – Change

February 13, 2019, 12:58 am
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Change is the core of my work. As a consultant, my job is to implement technology solutions to improve business processes and efficiencies and reduce costs, by automation, artificial intelligence, and...(read more)
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What are the Differences Between Microsoft Flows vs. Workflows?

February 13, 2019, 1:00 am
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Microsoft Dynamics 365/CRM Help at Ledgeview Partners

Although Microsoft Flows and Workflows in Microsoft Dynamics 365/CRM fall into similar realms in terms of why admins would want to use them, they are different tools that can be used to increase efficiencies for organizations in different ways.

The functionalities within these tools are similar, but there are distinct reasons to use one over the other to meet various organizational processes and strategies.

The differences are broken down in these simple ways …

First, Workflows are limited to just Microsoft Dynamics 365/CRM, whereas Microsoft Flows can span across multiple Microsoft applications and other applications (MailChimp, SurveyMonkey, WordPress, etc.)making Flows more of a comprehensive tool.

Both Microsoft Flows and Workflows work with on-premise and online Microsoft Dynamics systems.

Workflows are available within any Microsoft Dynamics 365/CRM environment.  Microsoft Flow comes within Office 365 and there are additional plans that can be added based on the volume of use.

Workflows are configurable to provide automation within Microsoft Dynamics 365/CRM. Workflows are run based on triggers that occur to records within Microsoft Dynamics 365/CRM (Insert, Update, Delete, etc.).

There are a lot of actions a Workflow can do once triggered: Update existing records, create a new record, change the state of a record, send an email, trigger another Workflow, apply if/then logic, etc.

Microsoft Flows have a library of pre-built templates for you to start with or you can create a Flow from scratch.

Within the Flow, you can either start with a trigger (The triggers are limited to pre-defined triggers of the application you are sourcing) or you can schedule the flow to run on a defined schedule.  Then you have pre-defined actions based on the application you are targeting.

How to decide if you should use a Workflow or a Microsoft Flow?.

If your data, trigger, and action are all within Dynamics 365/CRM, a Workflow is the way to go.

If you need to run an action based on a schedule (not a trigger) or you need to interact with another application outside of Dynamics 365/CRM give Microsoft Flow a try.

To learn more about Workflows and Flows, watch our latest webinar: “Microsoft Flows vs. Workflows”, as we break down the tools by definition, usability, and functionality.

Watch it here.

Microsoft Dynamics 365 CRM User Group Webinar

If you have questions after watching, don’t hesitate to reach out to our CRM support team for more help.

At Ledgeview, we’re the experts so you don’t have to be.

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WEBINAR: Microsoft Dynamics 365/CRM User Group — Dynamics 365/CRM 101

February 13, 2019, 1:00 am
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Ledgeview Partners Microsoft Dynamics 365/CRM User Groups

Is it your first time breaking into the world of Microsoft Dynamics 365/CRM, or do you feel you just need a refresher?

Whatever your experience, this user group webinar topic will help you drive user adoption and use your system more effectively.

Within the session, CRM Support Consultant and Dynamics Expert, Michael Dodds, will provide some tips, best practices, and ideas to help you get started and feel comfortable with your Dynamics 365/CRM environment.

We’ll also cover navigation tips and tricks, such as how to move around quickly and efficiently within your system, why it is increasingly important to enter data, and how to manage your day-to-day within your Dynamics 365/CRM environment.

This user group will help provide clarity about why Dynamics is a huge asset to your company, not a hindrance …

Register for the webinar below.

Webinar: Microsoft Dynamics 365/CRM User Group
Topic: Dynamics 365/CRM 101
Date: Wednesday, Feb. 20, 2019
Time: 11:00 – 11:45 a.m. CT

Register for the webinar

Even if you can’t make this time, register anyway so you have no trouble receiving the link on-demand.

Be sure to add @ledgeviewpartners.com to your Safe Senders List. We teach you how to here.

We look forward to diving into the basics this February with you. Class is in session!

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Release Notes for Project Service Automation Update Release 4

February 13, 2019, 1:17 am
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Applies to: Project Service Automation for Dynamics 365 

We’re pleased to announcethe latest update for the Project Service Automation application for Dynamics 365.This release includes improvements to quality, performance, and usability, and is based onyourfeedback and requests. 

This release is compatible with Dynamics 365 for Customer Engagement apps version 9.x. To update to this release,visitthe Admin Center for Dynamics365online, solutions page to install the update. For details, refer How to Install, Update a Preferred Solution. 

Project Service Automation (V3.4.0.37)  

Features 

  • Allow a project approver to cancel or un-approve a previously approved time entry. 
  • Allow resource who has entered a time a way to request the recall of a previously approved time entry. 
  • Provide visual cues for project resource to understand working vs non-working days when entering time. 

 Bug fixes 

  • Fixed: It is possible to post same Invoice multiple times which results in multiple Billed Sales and Unbilled Sales reversals for the same InvoiceLineDetail. 
  • Fixed: Using the Extend Bookings action in the Reconciliation view does not book to the assignment pattern established at the day level. 
  • Fixed: Projects and tasks were not able to be deleted if they were related to a Quote Line Detail or Contract Line Detail based upon relationship type. 
  • Fixed: Project Calendar Initialization is incorrect on the client side when in Certain Timezones. 
  • Fixed: Task default effort on ghost row does not default effort correctly. 
  • Fixed: PSA customers unable to upgrade PSA after a failed Field Service upgrade attempt. 
  • Fixed: Data upgrade script for Expenses was created with incorrect DB Version.  
  • Fixed: Reinstate Support for MS Project Add-in.  
  • Fixed: For customers upgrading from Version 2.X to 3.X, users are unable to see requirements on the schedule board. 
  • Fixed: Lack of Billing Status on Sales Order Contract Lines preventing Invoice Line Deletion. 
  • Fixed: Quotes Subgrid on Opportunity form not refreshing after clicking "Close all Quotes". 
  • Fixed: Exception in RetrievePagedEntities(string fetchXML): Paging cookie is required when trying to retrieve a set of records on any high pages. 
  • Submitting Expense entry with an FLS field fails for a user with no update access to the field. 
  • Fixed: Customer unable to add receipts in when using IE 11. 
  • Fixed:  On the WBS ghost row, create task through effort or start-date fieldis not defaulting the correct start date. 
  • Fixed: Versions of SolutionUpgradeInfrastructure work only with "forced update", not with "delete & promote" due to issues with relationships with DatabaseVersion. 

 

-Project Service Automation Team  

 

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Party List Fields in Dynamics 365

February 13, 2019, 1:57 am
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In Dynamics 365, an activity (phonecall, task, email, appointment) can either be associated with a single person or a group of person which represent the Activity Party. An activity can have multiple activity...(read more)
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Prevent Data loss/Duplicates Using Concurrency Behavior In Dynamics CRM

February 13, 2019, 2:01 am
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This blog is just a reference to very important article on dealing with a problem when two or more update or delete operations on the same piece of data happen at the same time. This situation could potentially...(read more)
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Customer Address Not Showing On The Addresses Subgrid In Dynamics 365

February 13, 2019, 2:59 am
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This issue was reported in dynamics community where in customer address was not showing in the addresses subgrid. Community Thread – Lead’s mailing address not visible on contact or account...(read more)
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Implementing SmartConnect: Prerequisites

February 13, 2019, 3:00 am
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eOne SolutionsThis post is part of the series on Implementing SmartConnect, an integration tool from eOne Solutions, which can take data from any source and integrate it into Microsoft Dynamics GP (and other systems such as Microsoft Dynamics CRM or Sales Force amongst others). It has a drag and drop interface to make creating integrations quick and easy for all users rather than just developers (as many integration tools target).

SmartConnect has certain prerequisites which need top be met before implementing SmartConnect; these are outlines below.

Microsoft windows components:

  • Windows Domain is required for integrating with eConnect for Microsoft Dynamics GP.
  • Microsoft .NET Framework 4.7.1 or greater installed on all servers or clients on which SmartConnect will be run. The SmartConnect installer will install it if it does not present although it can be installed manually prior to starting the installation.
  • Microsoft IIS 8.0+ is recommended for machines running either the SmartConnect web service or SmartConnect WCF Rest services. and must be set up to allow the running of .NET applications. For WCF Rest installations the server must also be set up to enable WCF HTTP Activation.
  • Windows Identity Foundation is required to connect to a Microsoft CRM Internet facing deployment, or Online system.
  • SOAP SDK is required (http://www.microsoft.com/en-au/download/details.aspx?id=10747) for installations using the legacy excel templates downloaded from www.eonesolutions.com.

Windows user permissions:

  • For 64-bit machines Read / Write access to the HKEY_LOCAL_MACHINE \ Software \ Wow6432Node \ eOneSolutions \ SmartConnect registry keys
  • For 32-bit machines Read / Write access to the HKEY_LOCAL_MACHINE \ Software \ eOneSolutions \ SmartConnect registry keys
  • Access to the SmartConnect installation (standard install path is C:\Program Files\eOneSolutions\SmartConnect\ or C:\Program Files (x86)\eOneSolutions\SmartConnect\ if 32-bit)

User requirements:

  • The Windows Domain service account used for eConnect needs to be able to log into the Microsoft SQL Server that contains the Microsoft Dynamics GP databases using windows authentication.
  • SmartConnect Web Service controls integrations coming into SmartConnect from Excel, Microsoft Dynamics CRM, and third party applications that use the web service to connect. This user will need to be set up within SmartConnect after installation have been completed. This user may be the same user as the eConnect user.
  • SmartConnect Windows Service is used by scheduled maps to run integrations. This user must also be set up within SmartConnect after installation has been completed and will be used as the default user for all scheduled integrations (unless a user has been specified on the scheduled map) and as such should have security to access/run all SmartConnect integrations.
  • Salesforce Web Service is used to connect Salesforce real time data source maps to SmartConnect. This web service must be installed externally so it can be accessed by Salesforce. The internal user the web service uses to connect to SmartConnect should be restricted to only access required by Salesforce real time data source maps so as to reduce security issues associated with externally facing web services.

Microsoft Dynamics GP requirements:

  • eConnect needs to be manually installed on each server or client with SmartConnect installed.

With all of the prerequisites met, we can install the SmartConnect application.

Click to show/hide the Implementing SmartConnect Series Index

Implementing SmartConnect
Who Are eOne Solutions?
Introduction
SmartConnect vs. Integration Manager
System Requirements
Prerequisites

Read original post Implementing SmartConnect: Prerequisites at azurecurve|Ramblings of a Dynamics GP Consultant; post written by Ian Grieve (Lead ERP Consultant at ISC Software Solutions)

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AX 2012 & Power BI

February 13, 2019, 3:41 am
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I'll mention about eaiest way of learn Power BI , some troubles and important points about using AX data with Power BI at this page: -Best source which I found about Power BI is a course at EDX named...(read more)
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Working with Dynamics 365 entity records in Canvas PowerApps

February 13, 2019, 3:58 am
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When creating a Canvas PowerApp connected to Dynamics 365/CDS, you may want to present the values in an entity as options within a drop down box (combo box) or a list box for selection. This would be useful...(read more)
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Dynamics 365 Running Slow or not Responding after v9 Upgrade

February 13, 2019, 4:00 am
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After an upgrade of a Dynamics 365 instance from v8.2 to v9, many users reported an issue where the Dynamics 365 was not loading, or it was loading the pages very slowly. The users were trying to access Dynamics 365 on web client.

The solution to this problem was to clear the browser cache of the affected users’ machines. Once the cache was cleared the users were able to use Dynamics 365 and load the web pages as normal.

image

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Deploy the Dynamics 365 App for Outlook in 3 easy steps

February 13, 2019, 4:23 am
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The latest release of Dynamics 365 App for Outlook runs with version 9.0 (or higher) of Dynamics 365 (Online) and brings us a lot of changes. Firstly, multi-factor authentication is no longer supported...(read more)
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Making Tax Digital Now Available in Dynamics GP 2016 and 2018

February 13, 2019, 5:16 am
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Microsoft Dynamics GPMicrosoft’s Jodi Christiansen has, on the Inside Microsoft Dynamics GP blog, announced the release of the January hotfix which includes the Making Tax Digital (MTD) updates required for VAT submissions to HMRC from April.

The Microsoft Docs site has been updated with setup instructions; I need to get it downloaded and installed to confirm the functionality, as all of the setup is around the VAT 100 and not VAT Daybook. Clients with more complex VAT often need VAT Daybook which allows them to define which tax codes appear in which boxes on the VAT Return. We’ve previously been assured by Microsoft that the MTD update would include both VAT 100 and VAT Daybook so I need to check that this is in fact the case.

The hotfix can be downloaded from CustomerSource (login required):

  1. Microsoft Dynamics GP 2016
  2. Microsoft Dynamics GP 2018

The MTD changes are only available for Microsoft Dynamics GP 2016 and 2018; applying the hotfix will update you to the latest version of the R2 release of these versions. If you’re on a prior version you will need to either upgrade to 2016 or 2018 or source an alternative way of submitting to MTD, such as ISC Software’s Making Tax Digital add-in.

Read original post Making Tax Digital Now Available in Dynamics GP 2016 and 2018 at azurecurve|Ramblings of a Dynamics GP Consultant; post written by Ian Grieve (Lead ERP Consultant at ISC Software Solutions)

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