Opt-in for April 2019 Preview Updates

Finally, as scheduled on 1st Feb 2019, April 2019 Preview Updates can now be opted in for your organization.

Opting-in is available for Sandbox, Trail and Production environments.

Opt-In

  1. You can now go to https://admin.powerplatform.microsoft.com/ and look for the Organization on the left hand pane
    pPlatformEnv
  2. Select your Organization, look for Updates section on the bottom or right hand side
    manageOrgs
    Zoomed In
    zoomedManage

  3. Click on Activate now. Be careful, these changes can’t be undone.
    activateNow
  4. Enter your Org name and click Continue
    orgName
  5. And it will take some time to activate
    activating

 

And once you are set, you’ll see that the April 2019 update was applied –

aprilApplied

 

Happy D365’ing!

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D365 Quick Tip: Shortcut to Settings from the Unified Interface

If you’re spending time looking and wondering that you always need to go to the app switcher to go the Settings from the Unified Interface, you need to do the following –

Once you are in the Unified Interface, click on the Gear icon next to the help icon on top-right corner as shown below and click Advanced Settings

advancedsettings

 

Right on the next tab, Settings with the classic UI is shown –
fullsettings

And there’s nothing else on that SiteMap.

 

And that’s it! 🙂

 

D365 Quick Tip: Why BPF wouldn’t appear in D365 Unified Interface?

Got stuck trying to figure out why the Business Process Flow you created/modified couldn’t be seen in the Unified Interface?

Like I have this BPF called ‘Onboarding Process’

actualprocess

But when I look at the form on the Sales Hub, it won’t show up
blankrec

 

And when I Switch Process and try to apply, it won’t apply either
applying

Where could we check to make sure it appears –

  1. Whether it was Activated.
  2. Whether it was corrected ordered in the Order Process Flow
  3. Logged in user had correct privileges to access it.
  4. Even trying to switch to the process won’t make it appear!

and so on.

But there’s one thing that needs attention when

App Designer is the answer

The reason is the App Designer for the Unified Interface app you are in.

  1. In this case, the Sales Hub app.
    Open the Sales Hub app and look for Business Process Flows section and expand it.
    missingprocess
  2. On the right hand pane, find your BPF and add it in the App Designer
    foundprocess
  3. Once you added, it should appear in the included BPFs. Save and Publish once confirmed
    added

BPF is now applied

Now, your BPF is finally added and you can work on it.
appeared

Hope this helped! 🙂

Linear Slider Custom Control in D365 v9.x UCI

Using Custom Controls is the new cool in Dynamics 365. Specifically, if visual cue of approximation or ‘to what extent’ is priority over the textual/numeric data, using Custom Control is the best way forward.

Something like this –

featured

Use Case

In my use case, I want to know the client budget so that I keep Quotes for them around the range they can afford.

Now, number will give me an idea. But a visual cue of the same will let me know the spending capacity of the client in the bigger picture.

So, I’ll use Linear Slider custom control on the Client Budget currency field to show a slider as well as the currency value.

Enabling Linear Slider on Currency Field

  1. So here, Client Budget (new_clientbudget) is my Currency type of field in D365.
  2. On the Form Editor, I’ll go to Properties of the field and go to Controls. Click on Add Control…
    addcontrol

  3. Select Linear Slider among others and click Add.
    addslider
  4. Then, I’ll set the properties of the control. Make sure you enable them for Web, Phone and Tablet as per your preferences.
    sliderproperties
  5. I’ve set the min and max range for the control, also that step which should reflect while moving the slider.
  6. Finally, click OK and publish changes.

 

Linear Slider

featured

You can even input custom number in the box and the slider will set to it.

manualnumber

 

Hope this was useful! 🙂

Thanks for reading.

D365 Quick Tip: Choose how currency field is displayed

In D365 CE Apps, you have 2 options to display the currency fields, by symbol or by the currency code.

Symbolic representation

symbolic

Currency Code representation

coded

Setting

With a simple setting, you can apply this change organization wide. Navigate to Settings > Administration > System Settings and under General tab, look for Set the currency display option.
setting

Pretty simple! 🙂

Use Learning Path for your D365 v9.x Organization – Part 2 | Sidebar

Sidebar is a component in Learning Path where you can design a Sidebar that appears like a tray popping from the right side of the screen. You can have quick help items in it so that new users to D365 can use it to get help on the most frequently requested items in your Organization.

Before you begin, you can check my post i.e. Part 1 post of this series on setting up Learning Path in D365 – Use Learning Path for your D365 v9.x Organization – Part 1 | Setup

Also, check out Guided Tasks in this blog post – Use Learning Path for your D365 v9.x Organization – Part 3 | Guided Tasks

In my last, I setup Learning Path in D365 Org, let’s take a look at designing one of the aspects of Learning Path i.e. Sidebar

Creating a Sidebar in Learning Path

  1. Assuming you have gone through the setup of Learning Path and you are now navigated in your Org to Training > Content Library. Content Library is open and you need to select Sidebar
    createSidebar
  2. On opening the same, you’ll be asked to set preferences of what should the details of the Sidebar be
    sidebarProp
  3. On clicking Save, a designer pane will open on the right hand side of the Page like so
    editorOpened

Designing your Sidebar

Now, let’s put a few items on the Sidebar and publish it to see how it looks

  1. I’ve given a suitable Title to my sidebar, I’ll call it CFT117 Helpdesk for now. Then, when I want to first item, I’ll click on Section #1 below that and a Pencil and Delete icon will appear. I will select the Pencil Icon to start editing my first section
    editingSection1
  2. On clicking the Pencil, a menu to show what all I can add appears, for example, I select List of Links (I will just give link to a website here)
    selectContent1
  3. Once I select List of Links, editor to add Links will appear. I’ve given a title to it called as Visit Company Website and I’ll select + Add Link as shown below
    addLink
  4. After clicking on Add Link as in #3 above, I get options to specify what the link will do. For example, I’ll select Webpage since I want to redirect to the company website
    defineLink
    linkDetails
  5. After I click Next, the first Link will be set and will appear like this.
    linkSet
  6. Next, I’ll select to add a Video (you can select what you want to show in subsequent sections as mentioned in step #2 above).
    So, I’ve given a title ‘Using PSA’ and entered the URL of the video I wanted to show. Finally, my section will look like this
    videoProperties
  7. After everything is done, I’ll click on Save
    saveSidebar

Publishing Changes

  1. Next, on the button left, you can select Preview.
    preview
  2. Once someone clicks help, this is how the pane will look. Finally, if you’ve decided to publish it, you can click on Publish button on the bottom left
    previewShown
  3. And you can select which all Orgs you want to publish this Sidebar to –
    publishControls
  4. On confirmation, it will tell you that the content has been published successfully.
    published

Using Sidebar

Now, our Sidebar is ready. And once the user clicks on the Help Icon on the top right as shown below –
clickHelp

They’ll see the Sidebar as you designed
sidebarDisplayed

 

Excuse me for the unusually lengthy post. Hope this helps! Learning Path – Part 3 – Guided Tasks has been published too – Use Learning Path for your D365 v9.x Organization – Part 3 | Guided Tasks!

D365 Unified Interface: Enabling embedded legacy dialogs / Advanced Find

Quite simply put, some of the embedded dialogs like the Advanced Find, Merge Records, Assign window are not by default visible on the Unified ClientnoButtons

Like when you multi-select records, you can’t see the typical Merge, Edit buttons on the ribbon.

Here’s how you enable them

System Settings

In your Web Application’s system settings, you have an option under general where you can enable these buttons in the Unified Interface

systemSettings

Now, you can retain those buttons in the Unified Interface as well

visibleButtons

Have a great time exploring Unified Interface!