Dynamics 365

Curious Case of the locked fields in D365 – Quote ID example

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So, I struggled some time in trying to make something just work as it was supposed to work. And for no conscious reason, I was able to figure out why.

As to why my Quote wouldn’t save and auto generate the usual Quote ID? It kept asking me to enter it!

Problem

OOB, Quote ID is locked and is auto-generated when you save the record.
newForm

Instead, I got this
cantSave

And asks me to enter Quote in the field again.
enterQuote

Ideally, if you have a required field locked, you can save it and the form won’t force you.
fieldIsLocked

But, nothing would work.

After much hassle, I finally noticed the culprit lying in plain sight. Let’s look at why this was happening.

Culprit

This happened because the same field was on the Business Process Flow and was unlocked
quoteOnProcess

That was the issue. As a part of the requirement, I had put it there, but either didn’t lock it or shouldn’t be there.

I just removed it since it wasn’t a big deal and things were fine now.
savedQuote

Hope this helps you! 🙂

Discount Settings for D365 Sales Line Items – Line Items or Per Unit?

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For Line Item entities Opportunity Products, Quotes Products, Order Products or Invoice Products, you can chose what type of Discount you want to give out.

This is a simple Organization-wise setting  that you’ll need to set to define how Discount should be given on the Line Item level.

System Setting

Navigate to System Settings and under Sales tab, find this setting
lineItemSetting

You can chose either between Line Item or Per Unit.
options

Discount Behavior

Line Item

Now, when the Discount method is set to Line Item, the Discount value will be given to each of the Line Item regardless of the Quantity
lineItemCalculations

In the above example, the Discount $50 is applied to the entire Line Item entry of 2 quantities of the commodity of the price $1200 is

2 x 1200 = $2400 – $50 = $2350 ($50 Discount given to the Extended Amount)

Per Unit

And in case of Per Unit, the Discount amount of $50 is given to each Quantity in the Line Item
perUnitCalculation

In the above example, the $50 Discount is given to the quantity of commodity of worth $1200 each. i.e.

2 x $1150 ($50 Discount given to each Price Per Unit amount) = $2300

Hence, it vital what setting you want to use while giving Discount to Line Items in D365 Sales

Hope this helps! 🙂

 

“Enable Mobile Offline” for D365 for Phones app in D365 v9.x

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Finally! After much await and as April 2019 kicks in, the Mobile Offline capability for D365 Apps is finally setting in. But remember, this is in preview as of April 2019 and is not recommended for Production use.

Here’s you can enable Mobile Offline for any Dynamics 365 App

  1. You can see that you can now turn on Enable Mobile Offline for a certain app.
    beforeEnable
  2. Once you select it to tick, you’ll need to select a Mobile Offline Profile. Out-of-the-box, I have selected Sales Sample.
    selectedProfile
  3. These profiles are available for creation and edit in your Default Solution if you go and see
    profileInSolution
  4. And, they specify what properties should the offline mode have. Also, make sure the Users who should have this capability should be added to Users grid as shown below in the Offline Profiles.
    insideProfile
  5. Once done, save and Publish your Unified Interface app in the App Designer. Make sure the Profile is Published too!

Running Mobile Offline

When you open the Mobile App for that user, there’ll be a notification pop-up saying that changes on the org were made and you’ll need to update the same.

And when the update is complete, you’ll see the entities which are enabled for offline like the ones marked below (by a wifi signal icon)

 

So, let’s assume you are offline, you won’t be able to view records that are not enabled for Offline and will see the below error instead.

 

And the entities like Accounts, which is enabled for Offline, you’ll see the record as below

To summarize, that was the Offline for Mobile which is in preview as of April 2019. Hope this helps!

Import Time Entries in PSA from your Bookings in D365 PSA v3

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Often, one of the real-life scenarios is making time entries by either remembering what you did the whole week or looking at the Schedule Board and based on what you were booked, making each Time Entry in PSA manually.

Tiresome and inefficient, right? Not any more, a cool feature let’s you just create Time Entries in PSA v3 by a single click.

Now, let’s say your Bookings look like the below. I’m booked on 2 projects across the week.

scheduleBoard

And now let’s see how we import these.

Import Time Entries

  1. Let’s see you want to make time entries now based on you Bookings in D365. On the Time Entries scree, drop down to the arrow besides Import.
    dropDown
  2. Select Resource Bookings. (Obviously, like this method – you can import from Resource Assignments and Outlook Sync too! But we will keep that for some other day)
    importFromBookings
  3. Then, you can select what all Time Entries should actually make it to the records. So you can select the ones you need and leave the rest.
    summaryOfImport
  4. Once you click on Import, it’s done! Time Entries are created.
    imported

Works like a breeze!

Geo Coding addresses in D365 v9.1 with Unified Interface

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Very straight-forward and useful feature is Geo Coding addresses on Sales, PSA & Field Service entities. Like, on Account, Work Order etc. entity. Let’s take an example of Account in this article.

button

Enable Geo Coding

Geo Coding first, needs to be enabled in D365. If you try to access the Geo Coding feature, you’ll be treated with this error –

error

So, let’s do the following –

  1. Navigate to the Resource Scheduling app –
    resScheduling
  2. If you are in the Unified Interface, make sure you switch the Area to Settings and then select Administration
    settingsSwitch
  3. Then, Scheduling Parameters
    schedulingParameters
  4. In Resource Scheduling, flick the Connect To Maps to Yes, read the warning specified and confirm if you are ok
    connect.png
    warning
    That’s it.

Using Geo Code

  1. Once enabled, you can click on the Geo Code ribbon button on the Account record.
    button
  2. And, it will pick the address you entered and show the Latitude and Longitude for the same. You can simply click OK once the details look correct to you
    latLong
  3. The same will show on the fields on the Account entity
    actualFields

Hope this helps!

Making common developer/customizer tasks simpler by using “Level up for Dynamics CRM/365”

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I know how it’s like to be a developer/customizer for D365 and having to fumble between windows to reach ‘name’ of fields, look behind the scenes trying to get a schema name, etc.

But all of that is simplified with this Chrome extension called as Level up for Dynamics CRM/365 offered by Natraj Yegnaraman

Link: Level up for Dynamics CRM/365

Using the Chrome Extension

Add the extension to Chrome as below –
addToChrome

Once you see Level up icon on Chrome like below, you can use it so do common tasks and much ease –

extensionAdded

And when you click it while in D365, you’ll get tools that you could use to work your way in Dynamics 365

controlCenter

One of my favorite among these, as a customizer/developer is – “Logical names”. I shows the logical names of the fields/Tabs and saves me time from going in to Solutions or opening the Form Editor
logicalNames

Loved this and the way it works!

 

D365 Quick Tip: Hide Dashboards in D365

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This being an obvious approach to how Dashboards are by default seen by all. And how you can disable/hide for users. Even for D365 System Administrators!

Unlike usual forms, view or other records,

ribbon.png

And Deleting the Dashboard isn’t an option.

Enable Security Roles way

So a simple trick is to remove entire access from Enable Security Roles

enableSecurityRoles

Make sure Display only to these selected security roles
selected

And then just untick if you want to provide no access to anyone

removed

Hope this works!

Show specific entities in Activity Party List Lookup in D365 Activity entity

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Out-of-the-box, D365 Activity Party List field, say, Appointment’s Required/Optional Attendees fields lets you choose among multiple Activity Party enabled entities when you want to select records. And perhaps you don’t even want users to select what’s not relevant.

default

Let’s look at how we can show only the required entities in the selection list.

Before that, if you want to check how you can enable custom entities for the Activity Party, you can refer this post of mine – Enable entity for Party List selection in Appointment

Hide entities from the Activity Party List field

This can be achieved by writing a simple JS code and calling it onLoad of the Appointment form where the Party List field exists.

  1. Let’s say you only want to show the entities Lead and Contact in the Required Attendees Party List field
  2. Here’s the JS code that goes on the onLoad function of the Appointment form 
    // JavaScript source code
oAppointmentFormCustomization =
{
filterRequiredAttendees: function () {
Xrm.Page.getAttribute("requiredattendees").setLookupTypes(["lead","contact"]);
}
};

     

  3. And call the method filterRequiredAttendees onLoad as below
    onLoad
  4. The Appointment’s Required Attendees field will show only the entities you provided in the setLookupTypes([“lead”,”contact”]);
    filtered

Hope this helps!

Use Read-Only grid among Editable Grid enabled entities in D365

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When you enable Editable Grid for an entity, all the public views become Editable Grids, correct?

And if you wonder if you can keep certain grids as Read-Only and the rest as Editable, your assumption is correct. Here’s what this blog is about.

You can still go back and select a particular grid which you want to keep as a classic Read-Only grid

  1. Let’s say you have added the Editable Grid under Controls. This will apply Editable Grids for all the Views on that entity.
    enabledEditable
  2. And you want Vendors view, for example, to show the classic Read-Only grid, open it up.
    vendorView
  3. Select Custom Controls.
    customControls
  4. And force-add another Read only grid even if it says the Default one is already selected.
    forceAddRead-Only
  5. Save and Publish you changed and check
    classicGrid
  6. And the rest of the grids will continue to be Editable Grids
    editableOthers

Note: I tried this on the Unified Interface and this works. Somehow, it didn’t work on the Classic Web UI.

 

Hope this helps!

D365: Why do fields go missing from Advanced Find

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At times, end users are used to working with Advanced Find a lot without having much control over what they can customize. Because for obvious reasons, they are users. And not someone who customize the system.

In this case, they might also not know what they can’t search for in the Advanced Find and are led into believing that all the fields are being shown.

And they could even wonder why it doesn’t appear in Advanced Find when they can see it on the Form/View.

However, there’s a configuration which can either hide/show the fields in the Advanced Find.

Making Fields Searchable

So this is the answer. If fields are not Searchable, they don’t appear in Advanced Find
featureOff

Advanced Find field list with the missing field
invisibleField

 

And, when the Searchable is set to Yes, they appear in the Advanced Find.

featureOn

Advanced Find showing the Searchable enabled field
visibleField

 

So that’s why. Hope this helps!