Introduction: In this blog, we will learn how we can create an editable Grid View in PowerApps. Steps: 1.Set up a gallery in your Powerapps.     Insert a new gallery – Insert > Gallery > Vertical 2.Add Data Source to the Gallery you added.    Go to Properties > Click Data Source you want. 3.Delete the Label from the Gallery. 4.Add Text input control in the PowerApps Grid.    I have added 3 Text input control inside the Grid. 5. For each text input box: Set TextInput.Default = ThisItem.<fieldName> For eg: TextInput1.Default = ThisItem.Description 6.The output screen after adding the Default property. 7. You can change the field here. 8. To Save the changed value into the Data source, set the following: Set TextInput.OnChange = Patch(Products, ThisItem, { <fieldName>: TextInput.Text }) This will change and save the value into the CRM.

Isn’t it just too easy to see from Flow (Power Automate’s) Runs what data was passed on? A simple switch in the Power Automate designer will secure this. Default Behavior By default, if you have access to the Flow, you can simply go in and see the inputs Secure Input / Output In the Flow designer, you can select and step and go to Settings And turn on Secure Input / Output depending on what you want. It says this is still in Preview as of the day of writing this post. Once this is Active, it is denoted by a Lock symbol on the step you enabled it on. And now, when you try to look at the data, it will hide away the information Note: Please note that this will run only for the Run History records after this was turned on. The previous records will continue to show the data.   Hope this helps!!

Purpose The Regression suite automation tool (RSAT) significantly reduces the time and cost of user acceptance testing. This tool enables functional power users to record business tasks using the Finance and Operations Task recorder and convert these recordings into a suite of automated tests without the need to write source code. Test libraries are stored and distributed in Lifecycle Services (LCS) using the Business Process Modeler (BPM) libraries. These libraries are also fully integrated with Azure DevOps Services (Azure DevOps) for test execution, reporting and investigation. Test parameters are decoupled from test steps and stored in Microsoft Excel files. Prerequisites Dynamics 365 for Finance and Operations test environment (Demo or tier 2 UAT environment Excel Azure DevOps: You will need an Azure DevOps Test Manager or Test Plans license. For example, if you have a Visual Studio Enterprise subscription, you already have a license to Test Plans. Pricing-https://azure.microsoft.com/en-us/pricing/details/devops/azure-devops-services/ For a demo environment, you don’t need to buy any license. Authentication Certificate: To enable secure authentication, RSAT requires a certificate to be installed on the RSAT client computer. The RSAT settings dialog box allows you to automatically create and install the authentication certificate. Installation Download Regression Suite Automation Tool.msi to your machine RSAT requires Selenium and web browser driver libraries. RSAT will prompt you if needed libraries are missing and will automatically install them for you. Configuration For RSAT Open RSAT application. Select the Settings button in the upper right to configure RSAT. And next steps will help you to find those required fields input. Go to project settings of Lcs for your projects. Go to Visual Studio Team Services. Here you need to mention the Azure DevOps project in the Azure DevOps site URL field. In order to do that, click on https://www.visualstudio.com Open Azure DevOps and create a new organization if there is not an existing one. Now create a new project as shown below Now you need to set up a security token by clicking on  account info>security Once you create the token, save it as you will not be able to access it again when you want to use it. Once that is done, go back to the main page and create a new test plan. Name it as RSAT-TT (or you can use any name) Now right click on RSAT-TT and create a new suite you can name it ‘Demo’. Azure DevOps setup is done. In Azure DevOps site URL mention Organization name that you set up in Azure DevOps. And in Personal access token field paste the token that you had earlier saved. Click on continue to select the project and continue, Save. Now you need to deploy it to the environment Next, open the Regression Suite Automation Tool, Go to settings in Azure Dev Ops Url field copy it from the LCS Access token should be the security token you had copied. Click on Test connection so the Project name and Test plan will populate. Now run VM. You will find Hostname and SOAP Hostname by going to IIS and then right-clicking on AOSService>Edit bindings. Copy both the Hostname and in Hostname and SOAP Hostname fields paste these values Admin username should be the username you use to login to your environment. To generate Thumbprint click on New and save at any location and then copy the generated certificate to the VM Open the copied certificate and install it to the local machine at personal and Trusted Root Certification Authorities locations.Now Open the wif file in admin mode in notepad from the given location of VM In wif file find CN name=127.0.0.1 exists or not. If not, copy the selected portion and paste it below the same authority block. Now add modify those lines as follows: <authority name=”CN=127.0.0.1″>             <keys>               <add thumbprint=”F46D2F16C0FA0EEB5FD414AEC43962AF939BD89A”/>             </keys>             <validIssuers>             <add name=”127.0.0.1″ />             </validIssuers>             </authority>  ( Note: Add thumbprint of installed Certificate in wif as shown)   Final steps include Copy thumbprint from RSAT settings (which was generated when you click on New) and paste it in wif file in your VM Then Mention the company name And Working directory Set default browser as internet explorer Save as and ok Next, Go to LCS open business process modeler and create a new Library Name it as RSAT, go to edit and rename the process as required and you may add a child node to it by clicking on the Add process.  Now go to Finance and operations, go to test recorder  Create recording by clicking on create a recording and perform the operation and then click on the stop button. Name it as per your need then Save it to Lifecycle services or Save this to PC option. Click ok Now go back to LCS in the project library and click on the requirement, tab check it’s syncing  Now Sync test cases and VSTS sync Next, go to Visual studio DevOps, test cases, click on Add existing Then click on the run query and click on Add test case  Now go to regression suite automation and load the test and download test cases. select test and click on new and generate test execution parameter files Then click on edit option for the older version to edit values in excel For older version For newer version Now edit metadata for the test in excel file and save and close Now Run the test after this step, automatic session for the test is handled by selenium where the browser will perform steps as test cases Then run the test and after it’s completed successfully click on upload (Note the result as passed)

In finance and operations for making any changes in License configuration form, you need to enable maintenance mode and after making desirable changes you need to disable to this mode. You can enable or disable maintenance mode using SQL query as well as command prompt. In this blog, we are performing this operation using the SQL query. The following are steps to enabling/disabling maintenance mode:- Open SSMS(Microsoft SQL Server Management Studio) in your server. Click on New Query and enter the following query to enable maintenance mode:- update dbo.SQLSYSTEMVARIABLESset dbo.SQLSYSTEMVARIABLES.VALUE =1 where dbo.SQLSYSTEMVARIABLES.PARM = ‘CONFIGURATIONMODE’   You can verify status using following command:-SELECT * FROM [AxDB].[dbo].[SQLSYSTEMVARIABLES] After this restart IIS services in some cases, you need to restart the server. perform your changes to the License configuration form. after desired changes are made you can disable mode using the following command update dbo.SQLSYSTEMVARIABLESset dbo.SQLSYSTEMVARIABLES.VALUE =0 where dbo.SQLSYSTEMVARIABLES.PARM = ‘CONFIGURATIONMODE’ Now again you can verify status using the same query in step 3 and again repeat step 4.I hope this blog will help you

Sometimes we may get some requirements with multiple lookup fields on the same Entity form on D365 Portals. Also, we may have to perform some operations on click of search button on these Lookup fields. Here, it is not possible to achieve this without writing javascript or jquery code mean-while, we also have to make sure that the click event should be generic (single event working for all similar lookup fields). This blog will guide you to attach generic click event on all the similar lookup field using jquery. Below is the sample code for the same.   $(document).ready(function () { $(“.genericContact”).parent().find(“button[title=’Launch lookup modal’]”).each(function () {//click for all lookup $(this).click(function () { //your  code here }); }); }); In the above code, selector genericContact is a custom css class added to all the similar lookup fields on an entity form. To see how to add css class to any attribute click here.

Introduction : As we know , signature field with pen control can not be mapped directly into word template. This blog will explain how to map  signature field into word template. Implementation : Steps to Add Signature Field Step 1 :  Create signature Field with data type multiple line of text and maximum length 15000   Step 2:  Then in the field properties -> control -> select Pen Control and Add. In word template ,signature field will map as a text field which contains base 64 separated by comma. As shown below. Steps for resolution: Step 1 : To map signature field in picture format in word template , create new field signature text with data type multiple line of text and maximum length 1048576.     Step 2 : Write plugin. Plugin will trigger on create of record and update of signature field. Plugin Explanation : Plugin will retrieve the value of signature and separate  ” data:image/png;base64 ” string followed by “,” (comma) and save remaining text in newly created signature text field.   Plugin Registration: Register a plugin on create and update of account entity     2.Plugin Code void SignatureUpdate(Entity account) { tracingService.Trace(“postmsg : ” + account); string signaturetext = string.Empty; string attributeToUpdate = string.Empty; Entity AccountUpdate = null; try { AccountUpdate = new Entity(); AccountUpdate.Id = account.Id; AccountUpdate.LogicalName = account.LogicalName; if (account.Contains(“new_signature”) && account[“new_signature”] != null) { signaturetext = account.GetAttributeValue<string>(“new_signature”); attributeToUpdate = “new_signaturetext”; AccountUpdate = ProcessSignature(signaturetext, AccountUpdate, attributeToUpdate); } service.Update(AccountUpdate); } catch (Exception) { throw; } } public Entity ProcessSignature(string signaturetext, Entity Account, string attribute) { //to split base64 and remaining text string[] substring = signaturetext.Split(‘,’); Account[attribute] = substring[1]; return Account; } 3. build the code and update assembly and trigger a plugin And upload this template . Result :

Introduction: Creating a Connection is one of the first Steps during the integration of data. While performing Integration with Dynamics AX or more specifically Dynamics 365 for Finance and Operations create a connection using the following steps. Step 1: Right Click on Connection Managers and click on New Connection Manager. Step 2: Configure your AX Application to get the following details: Step 2.1 Go to www.portal.azure.com and login with your credentials. Go to “app registrations ”. Step 2.2 Enter a Name for the Application, appropriate Support Account Type and Redirect URI having a Similar Address as that of the Service URL which you Enter and finally click on Register. Step 2.3 Note Down the Following details for creating connection. Step 2.4 Click on New client Secret and add description and select expires as required. Step 2.5 Add description and select Never in expires section and click on Add. Step 2.6 This is the Client secret which is Generated only once, so must copy and store it in a file for future reference. Step 2.7 In the Data Scope section select required value as per your AX deployment and click on register and click on Open in Browser.   You will be redirected to your Finance and Operations page. Once authorized you can test the Connection by clicking on the Test Connection Button. Conclusion Now you can Move on with development of your Control and Data flow for Integration with Finance and Operations as a Source/Destination.

Introduction: Creating a Connection is one of the first Steps during integration of data. While performing Integration with AX or more specifically Dynamics 365 for Finance and Operations create a connection using the following steps. Step 1: Right Click on Connection Managers and click on New Connection Manager. Choose the Dynamics CRM option. Step 2: Choose the SOAP 2011 Option for Service Endpoint option. Step 3: Choose the Online Federation for Authentication Type option. Step 4: In the CRM Discovery Option copy the endpoint address from Settings > Customizations > Developer Resources > Copy Endpoint Address. Step 5: Paste this in CRM Discovery Section. Enter the Username and Password of your CRM account. Step 6: Choose the required organization from the dropdown. Step 7: Click on Test Connection and then OK after successful testing. Conclusion: Thus we have successfully created a connection with Dynamics CRM and we can now Integrate data using it a source /destination.

The new Project Service coming up is a much-advanced version of PSA. Even more, than it will be called as Project Service. We would learn about it and a few features that are exposed to the world shortly in the blog below. How to Install and Basic Requirement? The new project service can be installed on the Default environment of CRM. Now if this confuses you, let me explain. Every CRM environment has a Default CRM Instance associated to it. How to go and check it? Follow the below steps: Step 1: Ensure you have Project Plan 3 or Project Plan 5 license procured. Go to your admin portal and assign the license to your login id. Step 2: Login to https://admin.powerplatform.microsoft.com/ with your admin credentials. Step 3: Click on Environments. Before that ensure you toggle the switch to use “Try new admin centre”. Step 4: On the right-side pane, you will see a default environment mentioned as “Default” in front of the environment name. Click on it to see the URL of the environment. Step 5: Click on the URL to open the environment and below page will appear. Click on Project from the apps that you see.   You will be taken the Active Project view as shown below: Create a New Project In order to create a new project, click on +New Project button mentioned on the Ribbon Control. It will ask you for some basic details like Project Name, Project Manager and Calendar Template. As soon as you save the project, the estimated start date comes up as the current date. Next step is the plan the schedule (WBS) so we will navigate to Tasks. As soon as you click on tasks. It will take some time initially for the first time to connect to the project online services and you will see 3 tabs coming as shown below. Let’s look at each one of them one-by-one. Grid This is where you create your WBS, Assign Resources, Set Duration, Predecessor and many more. As soon as the task is created in the WBS. It creates a similar task on the Board (Explained below). Good Thing: a. We can mark the task as complete in new WBS with Project Service which was not the case in an earlier version (PSA). b. It is connected to the new Project Online Services so we can take advantage of the Project Online features right herewith. c. We can manage the project using the board which is much nice a feature. Needs Improvement: a. Here the Duration and efforts are tightly integrated to each other and in case one changes the other too changes. b. Boards should have allowed adding sprints in them, so we could even do Agile Project Management there. 2. Board This is where you can create tasks, to which the resources can be assigned. You can add Bucket (Swim lanes in Azure DevOps) to manage the state of the tasks. It also manages the progress of the task, Remaining effort, etc. 3. Timeline This is the Gantt Chart view of the tasks based on the efforts entered. What’s not available and when will it be available Currently, only the WBS or the Project Planning Module via Project Online is Exposed for General Availability. The sales extension and the invoicing piece is expected to be announced in Feb’2020. This blog reflects my personal findings and based solely on my experience of using Project Service for the last couple of months. For those who are looking for a platform that can track and manage the entire procedures of sales and project management, I would highly recommend them to try new Project Service as guided above.

Hello, In this blog I am going to demonstrate how to move database from sandbox to development environment. In some cases, there might be a situation where you need to debug the code with production data. For this, first we need to move database from production to sandbox with refresh database  in LCS as shown in below screenshot. Then we need to move database from sandbox to development as follows. Steps to move database from Sandbox to Dev Login to LCS and click on Sandbox Environment full details. On Maintain Tab click Move database. To export the Sandbox Database, click on Export Database. 4.  You can find the .bacpac file in Database backup of asset library after successfully executing export command . Download the .bacpac file to development VM. 5. Open SSMS in development server. Before importing the database AxDB you must rename the existing AxDB by the following Script. USE master;  GO  ALTER DATABASE MyTestDatabase SET SINGLE_USER WITH ROLLBACK IMMEDIATE GO ALTER DATABASE MyTestDatabase MODIFY NAME = MyTestDatabaseCopy ; GO  ALTER DATABASE MyTestDatabaseCopy SET MULTI_USER GO 6. Right click on Database, select Import Data-tier Application. 7. Click Next. 8. Change the New database name to AxDB and click Next. 9. Click Next and Browse to the folder where .bacpac is downloaded. 10. Click Finish to import database. 11.  You can see the Steps as follows. 12. Once Import is done, Open Visual Studio and do Full Synchronization.   I hope this blog will help you.