iOS Implementation

The Microsoft Dynamics CRM 2015 Spring Update is here and PowerObjects is ready to guide you through the many enhancements and changes! Our education team at PowerObjects will be leading a CRM 2015 Spring Update webinar series starting on May 6. This weekly, eight part series will focus on demonstrations of the new features released for Microsoft Dynamics CRM Online, Microsoft Dynamics Marketing, Microsoft Social Engagement (formerly Microsoft Social Listening), and Microsoft Parature.

Here is the breakdown for each session:

• Session 1: What’s New – Spring 2015 Update

Come up for some air and take in a deep breath because we’re going to look out at the horizon of what Microsoft is bringing to Dynamics CRM this spring. Through a live demonstration, we will show you all the new features CRM users will experience and some of the new toys CRM Administrators will get to play with next! You will walk away with an understanding of what you can expect when you schedule the update and what the effort will be to help your organization adjust to the new changes.

• Session 2: Understanding Navigation and Themes

It’s time to take a deeper dive into the new navigation changes that will most likely impact end-users of Microsoft Dynamics CRM. In this session will demonstrate the new navigation changes and discuss how navigation can be customized for your needs. And if that’s not enough, you can now customize the branding of the application to suit your fancies. Attend this 30-minute training to find out how!

• Session 3: Understanding Excel Integration Changes

In this 30-minute training, we’ll show you how the integration with Excel has been completely transformed in the Spring Update to Microsoft Dynamics CRM. Not only has the export to Excel been enhanced for better usability, but there are now immersive Excel experiences, which will enable users to update multiple records on the fly. These are super exciting enhancements that will make life easier for many end-users. Take this opportunity to learn how it all works!

• Session 4: Understanding OneNote Integration

If you are not familiar with OneNote, you need to attend this 30-minute session to understand it’s amazing business value. Now integrated with CRM, OneNote adds major productivity and knowledge sharing to your business processes. This feature has the power to transform user adoption and triple your return on investment from Microsoft Dynamics CRM.

• Session 5: What’s New in Microsoft Dynamics Marketing?

Microsoft Dynamics Marketing (MDM) is one of the many marketing solutions PowerObjects implements —and it’s getting even better! In this 30-minute demonstration, we’ll touch on the basics of what MDM provides, as well as the new features you can expect to be using shortly after this Spring update.

• Session 6: Updates for Administrators and Customizers

Join us for 30-minutes in CRM utopia where we demonstrate all the new features Microsoft is giving us to play with this spring. CRM Administrators and Customizers love to finder cheaper, better, and faster ways to deliver value to end-users—and this is training is your ticket. You’ll hear about the platform improvements, new tools for customization, as well all the fun with email tracking and server-side sync.

• Session 7: What’s New in Social Engagement

The updates to Microsoft Social Listening this spring are so expansive that the solution now has a new name: Microsoft Social Engagement. As you might expect, this 30-minute training will show off new analytics capabilities along with social profiles and integration points with Microsoft Dynamics CRM.

• Session 8: What’s New in Parature?

Microsoft Parature helps you deliver an unparalleled user experience, and this spring you will see massive improvements in the knowledge management, self-service, automation, mobile, and reporting capabilities of Parature. We’ll also check out the new Omni-portal, which allows you to localize global support and manage customer experience with various brands. Join this 30-minute webinar for a whirlwind preview of the new functionality to find out what you can expect next in transforming your customer service efforts with Parature.

We are excited to share these new enhancements from the Microsoft Dynamics CRM 2015 Spring Update with this webinar series. So what are you waiting for? Register today!

Happy CRM’ing!

The post CRM 2015 Spring Update Webinar Series appeared first on .

The failing validation can be one of two things. 

1. First, have you created a System User in Dynamics Online with the public key from this payment service configuration.
   You will also need to add the “payment – user” role to that system user account.
2. The other possible issue is that the URL (https://paymentservice.dynamics.com/dlpaymentservice.asmx)
   is blocked by the Firewall when attempting to reach the site through AX.

In support cases with the Failing validation error, I normally see that the error occurs because the Public Key is not added to a System User in Dynamics Online.

Log into Dynamics Online with the Microsoft account that is used to log into the Customer Portal.  Then select User management and create a new System User.

The Public key will be copied from AX > Accounts Receivables > Setup > Payments > Payment services

This is a big key and I would copy and paste it into notepad and make sure you have the beginning and ending value

Here is a screen shot of my window and Public key:

Here is what mine looks like (It will end in a = sign).  I have seen where the Public Key isn’t fully copied and pasted into Dynamics Online System User will cause an error validating.

MIICiTCCAfKgAwIBAgIQ5br5QhN+PpRGFmRK1dDaQDANBgkqhkiG9w0BAQUFADA5MTcwNQYDVQQDEy5NaWNyb3NvZnQgRHluYW1pY3MgT25saW5lIEF1dGhlbnRpY2F0aW9uIFRva

2VuMB4XDTEyMDgxOTIzMDU1NloXDTIyMDgxODIzMDU1NlowOTE3MDUGA1UEAxMuTWljcm9zb2Z0IER5bmFtaWNzIE9ubGluZSBBdXRoZW50aWNhdGlvbiBUb2tlbjCBnzANBgkqhkiG9w

0BAQEFAAOBjQAwgYkCgYEAlajzIN+TYH0+Ch3PjOFOpD3ia+MCVWADmVGIaVXDyDInzv/SHxm3b/9xk6tZLpA82vyXXrvc/0/b/G6vXQGpreMRJrjm79q04h49/BQ8k244v0yXN+w0zMJgYGpe

PKMk/cnmkMwAJhjD0mDyyo3ugvntQB9EkNQWPN4UJwb2ljkCAwEAAaOBkTCBjjATBgNVHSUEDDAKBggrBgEFBQcDAjAdBgNVHQ4EFgQUbTyP1NwBBamGHuXuXcBjwJwQZmMwWAY

DVR0BBFEwT6E7MDkxNzA1BgNVBAMTLk1pY3Jvc29mdCBEeW5hbWljcyBPbmxpbmUgQXV0aGVudGljYXRpb24gVG9rZW6CEOW6+UITfj6URhZkStXQ2kAwDQYJKoZIhvcNAQEFBQAD

gYEAE4wKy08BWjwB2J0VKYzS2SPwWNIXKfBYbawcDBlZGE3AW/zTQWqxaIsj9hPtifLwkdpYp4TbEPmYQu/Wvk3eaymsOj4V4TEDijUSsBUlUWL7/q5yUBHWkv7EGPaRsyr03OeWOk/J/s6

w0oQOMBSDEAmZ+A8ghZsflQ012Q7GYtk=

When the Public key value is pasted in the Public key field for the New System User that is created in the Customer Portal (above), if the value already exists you will receive an error.

When finished with the Public Key and saving the new System User, you have to make sure you are filtering on All users, select the System user that was created and click Edit.

Insert the Roles into the Selected Roles for the Service that was created.

Other issues I have run into when validating in the Dynamics AX Payment Services Setup window are:

1. The Microsoft account is empty.  This should be an account that you can use when signing into Dynamics Online.  I have seen instances where we have to save the form and then we exit the window and relaunch to verify that the Microsoft account field was populated. 
2. The Microsoft account password must be manually typed and cannot be pasted into the field.
3. The Environment must be set to PROD.  It should not contain your server name.
4. The Service ID comes from the Dynamics Online Customer Portal Service List ID field

Note:  It is a good idea to test a payment transaction in Dynamics Online to make sure the service id works correctly when processing transactions before testing in Dynamics AX.

Last, go into the ‘Credit card types’ button and verify that you have a Payment journal set for each Credit card type.

Once all the above is done, then click the Validate button.

Manufacturers that utilize consistent, standardized practices are more likely to be rewarded with superior labor productivity and reduced waste, which can lead to satisfactory profits and happy customers. Streamline operations and gain control and insight over key areas with an integrated enterprise resource planning (ERP) solution.

When using disparate, specialty software, it can be difficult to find and use the information that you need to make prudent business decisions. Inadequate systems allow people to enter data in their own individual ways, which can result in unreliable and inaccurate data. A robust ERP solution offers the control and consistency that disparate software can’t. The right ERP solution provides a clear and reliable way for your team to enter and find the data that they need for their job tasks. You can manage all of your business operations including finances, inventory and supply chain, manufacturing and distribution operations, human resources and payroll, and other core business tasks from a single, controlled ERP solution. Since one solution is much easier to learn and use than multiple, disparate solutions, you can be confident that your team is entering data with consistency, which improves productivity and data accuracy.

Many of today’s ERP solutions, including Microsoft Dynamics® GP, offer security features which you can use to allow or restrict access to certain features for certain employees. Additional audit controls and electronic signatures can be used to track changes or updates to data and reason codes let managers know why data was changed. Managers can monitor key data from dashboards and respond quicker to deviations or unusual data.

You can also use ERP to monitor business processes and identify ways to streamline common tasks and improve labor productivity. For example, as sales orders are entered, your inventory can be updated and the procurement team can identify trending products and stock up on the raw materials needed to meet customer demand. Strategizing procurement activities can lead to cost savings as well as reduce the chance for expensive production line shut-downs because you’ve run out of necessary materials.

Gain control and insight throughout your business by replacing unreliable systems with a powerful ERP solution. Contact MIBAR.net to learn how ERP can improve consistency and standardization, which can support your efforts to meet and exceed high manufacturing standards and customer demands.

By MIBAR.net, Long Island, New York, Microsoft Dynamics ERP Partner

The post Consistency And Standardization Are Necessary For High Manufacturing Standards appeared first on .

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From Steve Endow comes Code to Import a Note with an eConnect AP Invoice

The post Dynamics GP Land: Code to Import a Note with an eConnect AP Invoice appeared first on DynamicAccounting.net.

I recently had a few issues with Status Reasons and the number associated with a status reason

CRM 2013 – Understanding Status and Status Reason – think before deleting them

This lead me to have to add a Status Reason into CRM using CRM SDK because I couldn’t figure out where the default number of a new status reason was being calculated.

CRM 2013 – How add a status reason using the CRM SDK

Default option set value

Today I figured out where the number was coming from when you create a new option set.  This value is set in the publisher.  There is a field called Option Value Prefix

When I go into my Hosk Solution, which uses the Hosk Publisher and create a new option set, it takes the default value from the publisher

The default value is also used for new Status Reasons

Customize from the default solution

The default solution includes all the customizations in CRM and this is the solution you access when you choose customize the system.

To understand solutions read more in the blog post below

CRM 2013 – Understanding Solutions and how they work

What values will be used when you add a new option set or status reason when editing the default solution

The status reason seemed to still use the default value in my new publisher.  This was unusual because I would have expected it to use the value in the Default publisher which was 10000 because this is the publisher specified in the Default Solution?  The default publisher is read only so this cannot be changed.

I did a bit more digging and found CRM seems to calculate which solution the entity is in and then uses the solution option value prefix even if you edit it using whilst in the default solution.

When I added a new optionset it did use the value in the default publisher

When you begin a Microsoft Dynamics CRM Specialists, there is one very important question you need to ask yourself very early on in the process.  “Will I be migrating data to my new Dynamics CRM system?”  There are many reasons why this is such an important question and there are many factors of this process that will affect your implementation.

For starters, when you begin planning your implementation and timeline you need to understand the true scope of data migration and the effort it will take to achieve it.  Of course every project is different, so it is difficult to generalize but for the sake of this article we will try to do so.  On average, Data Migration can be considered 25% – 35% of the overall project scope.  This is a rather large component that you either need to consider or simply cut out of your project.  My biggest piece of advice is to not take it lightly or consider it any less because this will become an issue during the implementation phase of the project.

There are many aspects of data migration that need to be considered.  How much data will be moving?  What is the architecture of the current data?  How will the existing data be mapped into the new Dynamics CRM schema?  What is our tolerance for inaccuracy or missing data?  What is the value of having legacy data in our new Dynamics CRM?  What tools will I be using to move the data?  All of these questions and more need to be discussed and considered before making any final decisions.

When you look at all of the factors and considerations, you need to then weigh the pros and cons, like any important decision making process.  In some cases, the cost in time and resource to accomplish it is simply not worth it as there is little value to seeing legacy data in your new system.  This is perfectly acceptable and in many cases a recommended decision.  In other cases the existing data is very important but it is better suited for manual re-entry as opposed to migration.  Again, another valid option that saves hours of outsourced labor.  In other cases it is absolutely pertinent that the data be migrated due to size, complexity, intellect, etc.  This is the decision that now must be taken very seriously and be done with great consideration and attention in your implementation.

When it comes to migrating data to your new Dynamics CRM system, there are a few things that can make or break the success of doing so.  One of the most important of those is accuracy.  Especially if you are in a business where there is little or no tolerance for data inaccuracy, you must do lots of preparation to ensure that all data being migrated is going to appear in your new system 100% flawless.  In some cases this means doing lots of pre-work and even some customization and configuration solely for the purposes of migration.  An important component of this, is around legacy users and groups.  Often data is owned by or completed by a user who is no longer with the company yet legacy data is affiliated with them.  This is one of those cases where the pre-work of setting up legacy users in the new system is vital to data accuracy.

Data mapping and architecture is another very large component of data migration.  Your legacy system has stored data in a way that needs to be analyzed and reviewed even prior to building your new system.  Sometimes there are anomalies and relationships in the data that can be uncovered that even the savviest business folks cannot explain during discovery and business process learning.  You should be prepared with ERDs (entity relationship diagrams), schema diagrams, sample data sets and any other materials you can produce very early in the requirements gathering process as this will help your consultant understand quite a bit about how the new system needs to be configured.

Once you thoroughly understand the architecture and map it to the new Dynamics CRM schema, you then must consider the size of the data you are moving.  Is it thousands of records or millions of records?  This answer can change it from a several week timeframe to a several month timeframe in an instant.  The tools you use, the infrastructure environment and the way in which you process data migration tasks will greatly affect this aspect.  We always suggest using a powerful ETL (extract-translate-load) tool to assist in the process.  This would be a system where you could write scripts that will pull data from a source environment, translate and map it to a new format and then import into the new environment.  A tool like this should be deployed in a powerful infrastructure that can allow fast transactions and quick processing.  The last thing you want is for technology to actually slow you down.

Sampling and testing are highly suggested in a data migration effort.  For example, if you are migrating one million records you would not want to migrate all of them and then review them for accuracy just to find out they are all wrong and require removal or re-engineering.  You would want to start with a small sample set of data that encompasses the full scope of the system and functionality for testing purposes.  Both consultants and business users should be involved in the process of review the migrated data in the new system.  There should be comparison between the legacy system and the new Dynamics CRM system to ensure accuracy and completeness.  Once this is proven successful, the scripts should be locked to prevent further changes and your migration process can officially begin.

One more thing to consider is differential data.  From the time a data migration begins to the time it ends can be quite some time.  Usually in this case you would have changes in your legacy system and new records being created along the way.  Those records need to be considered, or planned around when you get ready for go-live.  In some cases you can flip a switch and this is not a concern.  In others you can plan a process of dual data entry by your user base.  In others yet you will have to perform differential data loads on a daily, weekly, monthly basis to keep both systems in sync until you sunset the legacy system.  Regardless of your method, this aspect cannot be ignored or you will have a serious discrepancy of data.

When it comes to data migration I want you to understand that it is not something that should be taken lightly in your Dynamics CRM implementation project.  There needs to be significant thought, effort, time and resource put towards it and you need to decide what is best for your business.  No matter how beautifully a new Dynamics CRM system can be designed, if the data isn’t there or isn’t accurate you will not be very satisfied.

McGladrey has implemented more than 2,000 Microsoft Dynamics business solutions over the span of thirty years. We have a McGladrey Implementation Methodology. We can help you assess your situation and make the best recommended. Contact our professionals today for more information – crm@mcgladrey.com or by phone at 855.437.7202.

By: Chris Witham – New York Microsoft Dynamics CRM partner

The post What to consider when migrating data to Microsoft Dynamics CRM appeared first on Microsoft Dynamics CRM Professionals.

Di seguito una piccola guida indicativa per scaricare gli hotfix da Microsoft ed installarli.

Collegarsi a questo sito: MBS Partner Source (o Customer Source)

https://mbs.microsoft.com/partnersource/worldwide/italy/default

Procedere con la Logincon utente Partner (o da Customer Source con utente del cliente)

Una volta autenticati,  cliccare su Support.

Cliccare su Hotfixes

In questa pagina vengono visualizzate le hotfix presenti per diversi software; selezionare quello interessato, in questo caso NAV 2013.

Selezionare Microsoft Dynamics NAV

A questo punto ricercare la hotfix desiderata o dove potrebbe essere.

Nella pagina trovo il link dove scaricare i cumulative updates, che comprendono anche gli oggetti già con le hotfix se esistenti.

Nella stessa pagina le info su tutte le hotfix fino ad ora rilasciate e comprese nelle “cumulative updates”.

Cliccare su Knowledge Base ID per accedere alla pagina per la richiesta dell’hotfix

Cliccare sulla voce “View and Download Available”.

In questa videata selezionare le Country di cui serve scaricare gli hotfix.

Inserire l’indirizzo e-mail per ricevere il link per scaricare il pacchetto del cumulative update

Una volta fatto, viene data la conferma che la richiesta è stata accettata.

Questo è la parte del corpo dell’e-mail con il link per scaricare i pacchetti richiesti.

Installare (decomprimere) il file scaricato:

Navigare nelle directory per arrivare al file con gli oggetti toccati dall’hotfix.

Path  "APPLICATION"

Il file che ci interessa è con estensione".fob"

Aprire un database Cronus e caricare il file .fob da File e poi Import.

Selezionare il file .fob.

Il File viene elaborato.

Qui ci viene chiesto se importare tutto, oppure fare una verifica preliminare degli oggetti.

Premendo no, si apre una finestra con gli oggetti.

Se si vogliono escludere degli oggetti, cambiare il valore nella colonna Action in Skip.

Una volta premuto OK vengono importati gli oggetti, già compilati.

Risultato dell’importazione.

Esportare in formato"TXT" l’ oggetto aggiornato dalla hotfix (quello che interessa caricare);in questo caso un report.

Da file, cliccare su Export.

Salvare il file

Esportare l’oggetto che si vuole mergiare con quello dell’hotfix, seguendo la stessa procedura.

Questi sono i due file da utilizzare (originale e quello con hotfix)

Aprire i due file con un editor di testo che permette di confrontare i due file. (esempioWinmerge, Ultraedit ecc.)

Procedere nel portare le modifiche fatte sul file dell’hotfix (a sinistra) in quello del cliente (a destra)

Una volta finito il Merge, salvare l’oggetto originale con un nuovo numero/nome oppure esportarlo nel caso qualcosa non sia corretto, quindi importare il TXT in NAV e compilarlo.

Microsoft metta a disposizione, delle volte, una guida per ogni oggetto dove ha inserito l’hotfix. Se si trova, dare comunque una lettura al documento prima di procedere con le operazioni.

While many companies have begun using e-invoicing for business-to-consumer transactions, some have been hesitant to use similar software for business-to-business billing. Looking forward, however, it is likely that recognition of invoice automation’s multiple benefits will be widespread, and that payments between businesses will be made online more often than not. With the continued expansion of cloud software and the goal of the paperless office, B2B e-invoicing should be next on the docket.

1. E-invoicing saves time and money
Both paper usage and employee functionality can be improved by making the transition to invoice automation, explained The Future of Things. On average, the time it takes between sending an invoice and receiving a payment can be slashed from 17 days without e-invoicing to just three with it – an incredible difference of 14 days. Imagine how many further business transactions can be made with that freed-up time, and how much more productive employees can be. Billing and payment processes can be streamlined by invoice automation, allowing for more B2B trading to occur and higher margins of profit to be collected.

2. Governments are on board
Governments around the world have not been blind to the extreme cost-cutting measures that e-invoicing provides, the source said. In fact, they are, in many cases, leading the charge: In 2011, the United States Treasury mandated that all bureaus use invoice automation going forward after it estimated annual savings of $450 million. Ardent Partners conducted research on proficiency, and found that for the most efficient companies – which they termed “best-in-class” – an invoice cost $2.41 to process. For all other companies, the average cost was $17.61, a 600 percent increase. 

3. It’s easier, plain and simple
Cloud technology and an increase in business done via mobile devices have paved a path for e-invoicing to flourish, Ardent Partners attested. Quite simply, the cloud makes everything easier for everyone – employees have constant access to important documents, and deals can be made (and paid for) much more quickly and efficiently. Modern economics moves at a fast-paced rate, and requires companies to have a penchant for mobility and flexibility. Invoice automation is the next step in office simplification. 

With more and more companies moving their work to an electronic setting, it stands to reason that the next major process to be digitalized will be e-invoicing in the B2B sector. Consumers are able to pay for a great number of products and services using invoice automation, and business trading will soon jump on board for streamlining, cost-cutting and simplification reasons.

About PaperSave

PaperSave is the first and only document management, electronic workflow and invoice automation solution, Certified for Dynamics GP 2013. PaperSave's unique integration provides one click access to documents related to the records within Microsoft Dynamics solutions like AX, GP, SL, & CRM. PaperSave combines document capture and transaction processing to eliminate multiple steps from your process saving time and money!

Learn More about PaperSave:

Website | Case Studies | Demo | News and Events | WhitePapers | Webinars | Videos

The post 3 reasons invoice automation is going to take over B2B payments appeared first on goERPcloud.

Dynamics CRM 2015 Hierarchical Security

There is so much depth to Microsoft Dynamics CRM Security that it is amazing that they can add more and yet, more has been added. A great post is available on all the new options which you can reach using the link above.

If you’re finally ready to build that dashboard,  sign up for my upcoming session on

Building Dashboards with Microsoft Dynamics GP and Excel

presented by MSDynamicsWorld.

The post MSDW presents: Building Dashboards with Microsoft Dynamics GP and Excel appeared first on DynamicAccounting.net.

I had a small one line change request for a CRM 2013 implementation

Replace Assign functionality with will show users of the current users team.

I thought it would be easy to write a technical specification for this requirement.

First thoughts

Assign form is a special CRM form, I know this cannot be edited or manipulated (in a supported way).

This was much trickier than I initially thought it would be.  As an added bonus finding what users are in a team is not straight forward and you have to use a link entity when you do it in an advanced find.

Here are my thoughts of possibles solutions

Method 1

Create a new form to replace the Assign form.

Work

• Create ASP page to include a filter lookup to CRM
• Interact with CRM SDK to retrieve rows and update values
• Ribbon button change

Pro’s

It would offer the functionality required

Con’s

It would take quite a bit of effort for a seemingly small change

Method 2

Open a standard lookup form, calling the lookup form in CRM and filter it

I researched this idea (which I found very difficult to find on the internet)

I go this page

HowTo: Open standard lookup window and get selected record(s)

CRM 2013 Open lookup as dialog in Custom HTML

This method wasn’t suitable because it’s unsupported and I couldn’t see how to filter the lookup.

Method 3

Using a dialog to first return the a list of teams the user is a member.

The user would select a team, press next

This would then return a list of users

Work

Create a dialog

Create custom workflows 1.  retrieve the users team, 2.  Retrieve users in team.

A ribbon button could call the dialog (This can be done using the Ribbon workbench Create a Dialog Short-Cut Ribbon Button)

Pro’s

It should deliver the functionality required

Con’s

Dialog’s are not the quickest

There is still quite a bit of work, two custom workflows and a dialog

Method 4

The easiest solution would be to add a user lookup on the form and if the set a value I could trigger a plugin or workflow to assign the records.

The lookup would need be filtered to the team.

I had heard CRM 2013 had prefilters, which allowed you to add filter to a lookup.  When investigating this it turns out you cannot create a filter with a linked entity and can only filter on values which exist on the SystemUser (user) entity.

This excellent blog post

CRM 2013 Using addCustomFilter() to get Filtered Lookup Field based on Linked Entity

Mentions the problem and you can get around it by using the addcustomview but this means you have to create a whole view.

Instead I tried out the functionality in Miss Dynamics CRM blog and use the addCustomFilter()

I thought I would try this out because I had not yet used the AddCustomFilter() solution and this seemed the easiest and quickest

First I created a view in the Advanced find (Why the advanced find is a CRM Developers best friend)

I then got downloaded the Fetch XML and put it into the FetchXML Builder

I could then get the guids, Aileen Gusni mentioned some workarounds in her blog to get  AddCustomFilter() to work you could use OData to retrieve the data you needed and

var Hosk = Hosk || { __namespace: true };
Hosk.Functions = Hosk.Functions || { __namespace: true };
Hosk.Functions.HoskTest = Hosk.Functions.HoskTest || { __namespace: true };

; (function () {

this.formLoad = function () {
addEventHandler();

};

function addEventHandler() {
// add the event handler for PreSearch Event
Xrm.Page.getControl("hosk_userassignid").addPreSearch(addFilter);
};

function addFilter() {
//create a filter xml
var filter =
"<filter type='and'>" +"<condition attribute='systemuserid' operator='in'>" +"<value>{9fed63fe-c0cc-e411-80c7-000c292122be}</value>" +"<value>{cba24eea-bacc-e411-80c7-000c292122be}</value>" +"<value>{2ed69167-0bcf-e411-80c7-000c292122be}</value>" +"<value>{92c6d456-7bdf-e411-80c8-000c292122be}</value>" +"</condition>" +"</filter>";

//add filter
Xrm.Page.getControl("hosk_userassignid").addCustomFilter(filter);
}
}).apply(Hosk.Functions.HoskTest);

The code work, I had filtered the User lookup to those records.

The filtering kept true even when you clicked look up more records.

The next step I could retrieve the data from an OData call and Dynamically create the line

“<value>{cba24eea-bacc-e411-80c7-000c292122be}</value>” +

Then have a workflow/plugin to assign the records

Work

new field

Javascript change to add filtering

plugin/workflow to assign records.

PRO’s

The quickest solution in time to create and running time

Con’s

It’s different from the current assign button, this may confuse users

The option chosen was….

After spending time thinking about the problem and coming up with some choices the customer decided they didn’t want it.

This is something which happens to developers, one day you can create a change and the next day a customer decides they don’t want it and you have to take it out.

The customer didn’t want the change but I did get to investigate some CRM functionality I hadn’t used yet.

If you have a better solution please leave it in the comments.

Time for a functional tip.

Did you know that in each Journal in Microsoft Dynamics NAV you can sort on a column, filter and then post only these lines in that particular order?

Great hidden feature!

It’s spring, and a freelancer’s fancy turns to… work. Well, let’s be honest. Freelancers are always thinking about work.

Our industry’s a bit up and down at the moment – while those in the energy sector are struggling, with layoffs and rate cuts everywhere, those in critical roles in financial services are seeing the industry finally start to spend some money after a few lean years. But whichever way your market is going, freelancers need to make sure they maximise their available rate.

As a manager who’s hired many freelancers over the years I feel a bit like the “masked magician” – having spent many years negotiating to keep the rates of the freelancers working for me at a reasonable level, I’m about to earn the ire of other managers by showing how to break the cycle. I know that this is a great example of a win/ lose negotiation – simply put, every pound the freelancer can increase their rate by is a pound that comes out of the company’s pocket. And that might make you think that it’s always going to be rough. But in fact you , as the freelancer, have one key strategic advantage, and one key strategic disadvantage in this negotiation.

Read more on the hiredbyme website!

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