Tip #420: If your child workflow needs more than one entity

CRM workflows always require an entity to run. But what if you’d like to create a child workflow but need more than one entity or additional parameters? For example, while identifying the business opportunities for a professional photographer, you may want to invoke a workflow called Book the ceremony that involves two people. Let’s assume that someone else on your team will be creating the workflow taking care of the details such as whether it’s a civil or religious ceremony, genders of parties involved, dates, etc.

Option 1

Call custom actionIf your deployment is on CRM Online 2015 Update 1, child process can be created as a global, i.e. not requiring a specific entity instance, custom action.

Note:Do not declare your parameters as Entity – that will make the action not available in workflow UI.

Option 2

Call child workflowIf you don’t have access to all the wonderful new features in CRM Online then you can use what I call a “piggy-in-the-middle” approach: design a helper entity that would hold all the information required, create an instance, fill all the fields and pass that instance into a child workflow.

Note:Since there is no delete operation in CRM workflows, and if workflow volume calls for it, you’d probably want to execute a cleanup bulk delete job removing piggy instances for the completed workflows.

I think I owe myself a treat
Gaytime Multipack

Source: CRM

Tip #420: If your child workflow needs more than one entity

CRM workflows always require an entity to run. But what if you’d like to create a child workflow but need more than one entity or additional parameters? For example, while identifying the business opportunities for a professional photographer, you may want to invoke a workflow called Book the ceremony that involves two people. Let’s assume that someone else on your team will be creating the workflow taking care of the details such as whether it’s a civil or religious ceremony, genders of parties involved, dates, etc.

Option 1

Call custom actionIf your deployment is on CRM Online 2015 Update 1, child process can be created as a global, i.e. not requiring a specific entity instance, custom action.

Note:Do not declare your parameters as Entity – that will make the action not available in workflow UI.

Option 2

Call child workflowIf you don’t have access to all the wonderful new features in CRM Online then you can use what I call a “piggy-in-the-middle” approach: design a helper entity that would hold all the information required, create an instance, fill all the fields and pass that instance into a child workflow.

Note:Since there is no delete operation in CRM workflows, and if workflow volume calls for it, you’d probably want to execute a cleanup bulk delete job removing piggy instances for the completed workflows.

I think I owe myself a treat
Gaytime Multipack

Source: CRM

Educational Webinar – Dynamics CRM for the Construction Industry

I will be co-presenting  a webinar with IPM’s Vice President Miree Leroy on on July 6th, 2015 at 3:30 PM EDT. This session is exclusive to Microsoft Dynamics Partners and  titled  Dynamics CRM Relevance in the Construction Industry. In this session you will learn about

  • The growth of CRM in the construction market
  • Talking to Construction Executives about CRM
  • Calculating the ROI on  projects
  • Overview of IPM Global’s Construction CRM Application
  • How to build a  practice in this vertical

To register please go to this Webinar Registration Page


Source: CRM

Looking for CRM eBooks and Videos?

Find eBooks and videos faster with our new visual selector page!

Looking for an eBook that walks you through setting up a business process? Want to see a video on a new feature? You can find it all on our comprehensive new eBooks and videos page. Whether you’re just getting started, or you’re an experienced system admin, you’ll find compelling content that will help you get the most out of CRM.

You’ll find over 70 unique eBooks and videos to choose from that cover just the information you’re looking for, organized so you can find it fast! Bookmark the page so you’ll always have quick access to the latest rich-media content.

To make our eBooks and videos easier to find, we’re also including new tabs on some of our task pages. For example, you can read how to do a task, and then watch a video to see the task in action. We’re even including video transcripts so you can scan the contents of a video.

 

We’d love to hear from you if you have feedback on the new eBooks and videos page. If you don’t see a category of info you want, or you’re looking for a specific eBook or video but can’t find it, let us know! Go to the bottom of the page to send your feedback.

And don’t forget that you can download our eBooks and customize them to create your own training materials and presentations.

For other great CRM content, be sure to visit our CRM Help & Training site.

Bryce Holmes

Content Developer

Microsoft Dynamics CRM


Source: NAV

Intro to Diagnostics for Azure Stream Analytics

Azure Stream Analytics offers a number of diagnostics tools to help investigate problems with streaming jobs:

1.       Management Services (Also known as : Operations Logging)

2.       Monitoring metrics

3.       No-Output Diagnostics

4.       Alerts On Metrics

5.       Alerts On Operations Logs

 

1.       Management Services: This is a standard way in Azure services to supply operational logging messages to users. In general, this is where you would find details related to all management operations of Azure Stream Analytics. A link to the corresponding logs of an Azure Stream Analytics (ASA) job is displayed on the job’s Dashboard tab. If you click on that link, it will set the filters in a way that it shows latest logs for that specific ASA job.

ASA writes various operations and their statuses to this log. Examples of Operation names are (this is not complete list):

  • Receive Events
  • Send Events
  • Process Events
  • Serialize Events
  • ASA Job Management Operations such as:
    • Start job ‘ASA-Job-Name’
    • Stop job ‘ASA-Job-Name’
    • Update job ‘ASA-Job-Name’

Possible statuses are:

  • Validated
  • Starting
  • Started
  • Completed
  • Success
  • Failed
  • Stopping
  • Stopped

User can select on any of the events logged, and click on the Details button at the bottom of the window, it shows more details on that event. These details also contain information that is required to debug service side issues if you were to contact Microsoft Support for help.

An example of the Management Services OR Operations Logging service is shown here:

  
   

     

2. Monitoring Metrics: Just like any other Azure service, Monitoring metrics are surfaced in Monitor tab of the Azure Stream Analytics Job. The charts of metrics over a period of time are shown on this tab. The main use of the metrics is to understand the trends, to set alerts if they reach certain thresholds, and to correlate them to other diagnostics information to debug issues.

Here is an example of the Monitor tab.

 

 

3. No-Output Diagnostics: This feature is specific to Azure Stream Analytics jobs. The main usage of this feature is to surface the errors related to Input or Output of the Job that can cause the job to stop generating output. They often need user’s immediate attention, so they are show to the user on the job’s dashboard itself. These error are also logged to Operations Logs.

Diagnostics messages are listed on the Dashboard tab and details of these messages are listed in Inputs, Outputs Tabs and you can drill into these issues as follows.

 

Drilling into issues listed in Outputs tab as an example:

Once you click on that resource (Output), you will see more information such as below.

 

4. Alerts On Metrics : It is described in the following link on how to set alerts on azure services and it applies to Azure Stream Analytics as well: How to: Receive Alert Notifications and Manage Alert Rules in Azure

 

5. Alerts On Operations Logs : There is no UX support for creating alerts on operational logs. However, you can create them programmatically like you do for other Azure services. Example on how to do this for Azure services is explained in below article and that applies to Azure Stream Analytics service as well.

https://code.msdn.microsoft.com/windowsazure/Receive-Email-Notifications-199e2c9a


Source: NAV

ebook deal of the week: Exam Ref 70-341 Core Solutions of Microsoft Exchange Server 2013

Exam Ref 70-341 Core Solutions of Microsoft Exchange Server 2013 (MCSE)

List price: $31.99  
Sale price: $15.99
You save 50%

Buy

This offer expires Sunday, July 7 at 7:00 AM GMT.

Prepare for Microsoft certification Exam 70-431 and demonstrate your skills in implementing core solutions of Microsoft Exchange Server 2013. Learn more

Terms & conditions

Each week, on Sunday at 12:01 AM PST / 7:01 AM GMT, a new eBook is offered for a one-week period. Check back each week for a new deal.

The products offered as our eBook Deal of the Week are not eligible for any other discounts. The Deal of the Week promotional price cannot be combined with other offers.


Source: NAV

Save the Date: Visual Studio 2015 RTM on July 20th

Somasegar just shared that final releases of Visual Studio 2015, Team Foundation Server 2015 and .NET 4.6 will be available for download on July 20th

Visual Studio 2015 is a big release.  We are opening up Visual Studio to developers targeting new platforms – from cross-platform mobile development targeting iOS, Android and Windows, to game development targeting Unity, Unreal, Cocos and more.  At the same time, Visual Studio 2015 redefines developer productivity with proactive diagnostics tooling and the new Rolsyn language services for C# and VB.  And together, Visual Studio 2015, Team Foundation Server 2015 and Visual Studio Online help teams to embrace DevOps with great agile backlog management, Azure cloud tooling, hosted continuous integration, and Application Insights across all the components of your application.”

For more details, check out the Visual Studio 2015 Final Release Event site, and join us on July 20 at 3:30 pm UTC (8:30 am PDT) to watch the Visual Studio 2015 final release event online.

J.


Source: NAV

New Microsoft Dynamics GP 2015 R2 Cash Flow Features

Microsoft recently released its latest version of Dynamics GP which includes several enhancements to core GP functionality.  Many of the favorite Dynamics GP features have been improved and new features added.  This post will look at some of the enhancements and updates to Microsoft Dynamics GP 2015 R2 cash flow features.

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Automatically Deposit Cash Receipts

GP offers the option for cash receipts to update the checkbook balance without the need to manually post the cash receipt deposit in Bank Reconciliation when working in Analytical Accounting. In Microsoft Dynamic GP2015 R2, the option is made available in the core dictionary, expanding the option to companies not using Analytical Accounting.

This option is now available in Cash Receipt Entry, Receivables Transaction Entry, Sales Transaction Entry, and Invoice Entry will be deposited automatically in the checkbook, updating the checkbook balance. This will help streamline navigation and remove reduce manual processes within the system.

From the Company Setup Options window, mark the “Automatically post cash receipt deposits” checkbox.

Customer Credit Limit Visual

Dynamics GP 2015 R2 has new options in how notifications are delivered when a customer is over the credit limit set by the user. In Receivables Setup, choose whether the system displays an icon or gives a warning message when a customer is over their limit. The existing process for an existing credit limit password will still be asked when entering a line item or saving a transaction.

Enable Email on All Purchase Order and Soles Order Document Formats

Previously, print options for purchase orders only supported email for ‘Blank’ document formats. Now email is supported for any document format for all purchase order documents. Now GP users can send email from the Transaction Entry Window, Navigation Lists, and Print Purchasing and Print Sales Documents windows.

Historical Received Not Invoiced Report

This is a new SSRS Report based off the previous “Received Not Invoiced” report in GP.  New functionality has been added to create a cutoff date based on transaction date or GL Post Date so users are able to use the report for historical purposes. This report will allow users a real-time view of items received into inventory but not invoiced yet as of a specific date.

Payables Transaction Approval Workflow

A new workflow type has been added for AP invoice approval in Workflow Maintenance. The Payables Transaction Approval workflow type in GP 2015 R2 allows users to submit and approve each transaction in the Payables Transaction Entry window. Approval is also available through the email notification and the navigation lists.

Document Attachment Workflow

When a document has been added to a transaction or record using the Microsoft Dynamics GP Document Attachment feature, these attachments can now be sent with the workflow task notification email. This new features is available for PM Batch Approval, Purchase Order Approval, Purchase Requisition Approval, Vendor Maintenance, and the new workflow type, Payables Transaction Approval.

It is now possible to enter a payables invoice, scan in and attach the document from the vendor, then submit the invoice for approval. When approvers receive the email, they will get the invoice information with the attached vendor invoice.  This will streamline the approvals process and reduce manual processes and paperwork.

Want to see Microsoft Dynamics GP 2015 R2 enhancements in action? Choose a free GP test drive and see for yourself.

Check out some of the other Microsoft Dynamics GP 2015 R2 Enhancements.


About goERPcloud

goERPcloud is the first on-demand Microsoft Dynamics Cloud Marketplace that allows you to test drive different flavors of Microsoft Dynamics AX, GP, NAV and CRM with preconfigured 3rd party applications.  goERPcloud boasts a robust ecosystem of Microsoft Dynamics Partners, helping businesses find the cloud-based software solutions that best fit their current and future business needs.  Since 2000 RoseASP.com, the power behind goERPcloud, has provided hosted Microsoft Dynamics ERP and CRM applications to businesses around the world. For more information about goERPcloud, visit www.goERPcloud.com.

The post New Microsoft Dynamics GP 2015 R2 Cash Flow Features appeared first on goERPcloud.


Source: CRM

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