Dynamics 365 CRM and SharePoint together make a great combination that provides flexibility and ease in document management. Many organizations across the world prefer to use both as a combo pack. And this combo pack can be made more formidable with our NEW upcoming productivity app – SharePoint Security Sync.

So, what is SharePoint Security Sync?

SharePoint Security Sync is a productivity app that helps in synchronizing the security privileges of Dynamics 365 CRM in SharePoint. The need to control the accessibility of Dynamics 365 CRM documents and data stored in SharePoint led to the development of this productivity app. In a way it assures same level of security for documents and records stored in SharePoint that is provided in Dynamics 365 CRM. This means whatever security is assigned for user in Dynamics 365 CRM will be replicated in SharePoint. Similarly, any changes or modification in security privileges in Dynamics 365 CRM will be synced to SharePoint simultaneously.

Why use SharePoint Security Sync?

Each application has its own unique security model. Such is the case with Dynamics 365 CRM and SharePoint. There is a significant difference between the security models of Dynamics 365 CRM and SharePoint. The same user can have different level of access in both Dynamics 365 CRM and SharePoint. It may seem that the documents or attachments that were inaccessible in Dynamics 365 CRM can be accessed by the very same user in SharePoint without any restrictions.

For example, let’s say that you have a significant number of attachments or data related to Quotes, Contracts, Opportunities, etc. in your Dynamics 365 CRM system. The access to this data is only given to the selected few top members of your team. Due to space crunch and for better storage you moved those history data to SharePoint. Once moved to SharePoint, it becomes accessible to your entire team.

This is one kind of security crisis that you can easily avoid with our new productivity app – SharePoint Security Sync.

SharePoint Security Sync enables you to safely store and manage documents in SharePoint. You can easily replicate security privileges of Dynamics 365 CRM in SharePoint. So, no more document security crisis.

SharePoint Security Sync – Your Safety Net for Dynamics 365 CRM Document Management

To know more, mail us at crm@inogic.com

The post Synchronize Dynamics 365 CRM and SharePoint security model using SharePoint Security Sync appeared first on CRM Software Blog | Dynamics 365.

In this article, I demonstrate how to invoke a shared formula from events and controls in a Canvas PowerApp without the need to duplicate the formula many times.

The following image shows a simple calculator created as a Canvas PowerApp. This calculator has various buttons, labels and associated formulas.

Firstly, the formula used to initialise this dynamically sizable calculator is invoked from two locations. From the OnVisible event of the screen on which the calculator is placed, and from the OnSelect event of a User clickable Initialise button, named “CalculatorButtonInitialise”, on the same screen.

Here is the formula associated with the Initialise button. This formula also invokes a formula associated with the OnSelect event of the AC (All Clear) button on the calculator. This is done using the Select function; i.e. Select(CalculatorButtonAllClear). “CalculatorButtonAllClear” is the name of the AC button on the calculator.

Here is the formula associated with the OnVisible event of the screen. This formula uses the Select function to invoke the formula associated with the OnSelect event of the Initialise button; i.e. Select(CalculatorButtonInitialise). “CalculatorButtonInitialise” is the name of the Initialise button.

Here is the formula associated with the OnSelect event of the AC (All Clear) button on the calculator. The purpose of this formula is to clear the current operator, value and total.

This approach demonstrated here removes the need to duplicate the same formulas when invoked from different events and controls.

I will now demonstrate this approach for a longer and more complex shared formula invoked from many controls.

The same formula needs to be invoked when the user presses any of the 0 to 9 or the decimal point buttons on the calculator. The formula consists of common logic divided into three parts. Here is the third part of this formula that shows updating the current displayed value being entered by the user; e.g. updating the current value from 0 to 1.

To avoid having a copy of this entire formula associated with each of the number and the decimal point buttons on the calculator, I have associated it with the OnSelect event of a hidden button named “CalculatorFunctionDigitOnSelect” on the same screen.

Each of the number and the decimal point buttons on the calculator has the following two-line formula associated with their OnSelect events.

The first line of these formulas set a context variable named “varCalculatorCurrentButton” to the corresponding button; either 0 to 9 or decimal point. This variable is used as a parameter by the formula associated with the OnSelect event of the hidden “CalculatorFunctionDigitOnSelect” button.

The second line of these formulas uses the Select function to invoke the OnSelect event of the hidden “CalculatorFunctionDigitOnSelect” button. Invoking this event results in the shared formula being executed.

This approach has removed the need to duplicate the shared formula many times, once for each button.

I have also used this approach with the operator buttons on the calculator; i.e. ÷, x, -, +, % and =. I associated the shared function for these buttons with the OnSelect event of a hidden button named “CalculatorFunctionOperatorOnSelect”.

Each of the operator buttons on the calculator has the following two line-formula associated with their OnSelect events.

As with the previous example, the first line of these formulas sets a context variable named “varCalculatorCurrentButton” to the corresponding button; either ÷, x, -, +, % or =. This variable is used as a parameter by the formula associated with the OnSelect event of the hidden “CalculatorFunctionOperatorOnSelect” button.

The second line of these formulas uses the Select function to invoke the OnSelect event of the hidden “CalculatorFunctionOperatorOnSelect” button. Invoking this event results in the shared formula being executed.

Here is part of this shared formula showing branched logic that performs division or multiplication by a percentage; e.g. 100 x 10%.

In conclusion, it is possible to write, maintain and invoke shared formulas in a Canvas PowerApp using this approach. This approach simplifies the writing and testing of such formulas and reduces the occurrence of bugs and inconsistencies being introduced into these formulas because they only exist in one place rather than in multiple places.

Will you be at Microsoft Ignite next week?  If so I hope to see you at one of my three sessions.

The post Microsoft Ignite 2019 My Sesssions appeared first on CRM Innovation - Microsoft Dynamics 365 Consulting and Marketing Solutions.

<p>Today I faced this issue, after restoring database of other server, on report deployment on new ssrs I found this error and deployment aborted</p>

Solution is to delete all rows form SysServerSessions.

To briefly summarize Dynamic Communities User Group Summit, a four-day conference with 7,000 attendees, including hundreds of partners, is tough to do. Yet, as we think about the User Group Summit, there are three prevailing themes that come to mind.

Watch our summary from The Payroll Office

MICROSOFT’S MESSAGE: GP ISN’T GOING AWAY

Microsoft’s consistency in its commitment to product lines and surrounding strategy (for two years in a row) was a refreshing change. Typically, we hear an announcement that sends the users, ISVs and partners spinning. We came out of Summit with no major shifts or announcements to the lineup: Dynamics GP isn’t going away and D365 Business Central is building. These are two things in our Payroll world, that we can get behind. This focus will bring stability to partners and customers over the next year.

While D365 Business Central is growing in functionality, enhancements and global customer base, the Dynamics GP user group still remains the largest attended group for this Dynamic Communities event. As we stated, there was some peace this year that people are generally happy with the investment they have made. Microsoft is road mapping GP releases through 2020 with verbiage of 2024 “and beyond.”

In the past year, we at Integrity Data have asked Microsoft Dynamics customers to tell us more about their payroll experiences in our Payroll and Afraid Survey. Of those surveyed, 88% are using GP Payroll, representing an average of 445 employees per organization, less than 4% are outsourcing, only 9% are looking to move off Dynamics GP for their payroll and one organization with 47,000 employees is trying to move to Dynamics GP for their Payroll needs.

The Microsoft Dynamics GP customer base is large, strong, committed and energized. This was demonstrated best in the Dynamics GP general session which highlighted Mike Polino’s stellar presentation of the great, new features and a crowd that is best described using the same, four adjectives. If you haven’t seen the recent updates, check out this blog.

Register for our GP Payroll Year End Webinar

D365 BUSINESS CENTRAL IS THE CHOSEN CLOUD SOLUTION

That being said, Dynamics 365 Business Central has established itself as the Microsoft cloud ERP system for SMB. Last year, we were all looking at each other as if to say, “Uh, hey…you go first, dive in and test the waters. Then, we will follow.” This year, however, many Partners and ISVs – including Integrity Data - have established themselves and product offerings in a way that support customers migrating to ERP in the cloud.

There are many organizations interested in the D365 Business Central (BC) cloud system. Their curiosity is piqued. They’re paying attention to the trends and, for lack of a better word, stability from Microsoft that will give them the confidence to move forward. It appears they understood where the future is, have an increased interest in Power Apps and Power BI reporting, and would be willing to migrate over. As with any change, people are nervous; especially with dollars, training, and systems on the line. Dynamics GP and D365 BC are two completely different systems; verbiage and functions in GP are different in BC requiring patience, learning of new processes and terminology that affect the bottom line. The financial cost to migrate is dependent on what GP version you are currently running. In one of the sessions Nicole, our Payroll Consultant, attended, a gentleman mentioned that it was going to cost him nearly $20,000 just to upgrade his SQL server for this migration, not including the cost of a Partner to help with data and implementation. The migration is a big undertaking and there is currently not a migration tool or path that doesn’t involve manual processes to move data more easily from GP. There were several sessions advertised on this topic that left each attendees with a mixed bag of inadequate tools to complete the task quickly and easily. While that might be the case in late 2019, you will see this landscape change very quickly in the next six months.

Register for Deploying Dynamics 365 Business Central with Integrated Payroll

However, once you do take the step to migrate to the cloud, you won’t regret it. It has potential to help mainstream your systems in a huge way. Many customers who had migrated for both US offices and foreign offices and were pleased at how well everything is working together. That is exactly what you want to hear if you’re considering a move to Business Central. There are also financial incentives to move. We can expect to see this business line steadily growing.

THE USER GROUP COMMUNITY ROCKS

The Microsoft Dynamics community is a vibrant, family community where old friends reunite and new people get connected. Are you new to the Dynamics User Group Community and interested in more information? Check out their website or feel free to contact us for more information and to see the benefits of joining. Have you wondered if attending Summit is worth the financial investment? If you or someone you work with is a heavy user of a Dynamics ERP system or CRM, the sessions won’t leave you disappointed. The advanced networking opportunity is valuable, even if you’re not much of a people-person. Besides, you get to see us live and in person!

After attending the Dynamics User Group Summit, the final thought Integrity Data has is this: it’s a great time to be active in the Microsoft Dynamics community. We’ve been there for you and we’re still here – whether you continue to use Dynamics GP or are looking to migrate to D365 BC.

We hope you will join us.

Written by Lindy Belley, Senior Marketing Communications Specialist - Integrity Data

Just sit right back and you'll hear a tale 
a tale that’s mighty fine,
when Rockton started with GP,
way back in ‘99….. 

Is it stuck in your head yet?   

I never realized what an infectious song it was until my entire world was submerged into our theme for the annual GPUG Summit. I would wake up humming it, tap it out on my desk while working, and sing it in the car driving home.  We really take our themes seriously here at Rockton Software!  Just wait until you see the video at the end of this post.

In case you haven’t figured it out yet, this year’s theme was Gilligan’s Island and we had a fabulous time celebrating our 20 Year Anniversary with you in true Rockton Island style! 

No celebration is complete without cake and boy did we have a lot of cake to share at booth 807. It was so wonderful to have the opportunity to thank all our partners and customers for an amazing and successful 20 years. 

Let me apologize if your piece of cake was missing a topping, our fearless leader might be to blame...

If you didn’t have a chance to come celebrate with us, here’s a few of the things we were excited to share this year:  

What’s NEW at Rockton? 

Rockton Pricing Management - it’s only the most flexible, powerful, multi-platform (yes, it works with any ERP!) pricing solution ever available. 

We have also acquired a few new products you may have heard of, Olympic Systems Project Cost and their suite of solutions. Stay tuned for more info on that!

Oldies but Goodies

We are all about making your work simpler and easier  in Dynamics GP with our show stopping solutions.

Auditor - Track it. Audit it. Authorize it. Report it.

Dynamics GP Toolbox – 27 tools in one convenient package.

Dynamics Report Manager - Fast and easy reporting! Any report, any time, any place.

Omni Price - Manage nearly every pricing situation you can think of, and a bunch you haven’t.

SmartFill - Find information up to 83% faster with Rockton’s quick and easy Google-style data search tool. 

Watching Alicia Weigel present at not one, but two jam packed sessions resulted in a few thousand steps. We gave out Rockton Remedy Kits to more and more people who were actively engaged in the chance to make their work simpler & easier  in Dynamics GP. 

We also awarded our annual charitable software donation to the amazing folks at Donor Network of Arizona.  We hope your free copy of SmartFill helps with your mission to SAVE MORE LIVES! 

And to end the week strong, we all rocked out in Disney Springs with a party at the House of Blues!

It was a great chance to unwind, dance, sing, and have some fun.

Next year, we hope to see y’all in Nashville. It will be year #14 for us as a Premier Sponsor!  We are already dreaming up what our next theme will be.

Without further ado, I present Rockton Island Style, a retrospective of Rockton Summit Shenanigans throughout the years…

About Rockton Software

Work Simpler & Easier isn’t just a catchy motto. It’s a lifestyle.

The Partner Support Series helps you discover and learn more about Microsoft Partner Network support resources. Written by Microsoft Partner Relationship Manager Rami Noujaim, each post addresses topics from your most common support-related questions, including technical support and Microsoft Partner Network program support, while sharing ongoing improvements we’re making to enhance your support experience.

As a Microsoft Partner Network member, you have access to yearly subscriptions, software, support, and benefits to help start, build, and grow your Microsoft business.

From the Partner Center dashboard, you can buy or renew your benefit offers including the Microsoft Action Pack subscription and the silver and gold competencies.

Purchase a Microsoft Action Pack for the first time

If you’re new to partnering with Microsoft, the first step is to join the Microsoft Partner Network. If you’re not already a member of the Partner Network, go to the membership page on the Partner Network site and select Join now when you’re ready to sign up.

After you’ve successfully joined the Partner Network, follow the instructions on the partner site (sign-in required) to buy your first Action Pack subscription. You can find more details about Action Pack here.

To renew a Microsoft Action Pack subscription in Partner Center

1. Go to the Membership offers tab in Partner Center. Locate the Microsoft Action Pack Subscription
2. Select Renew subscription and then select your payment method. You can pay using a credit card or an electronic bank transfer.
3. If paying by credit card, follow the instructions for adding your credit card information. If paying by electronic bank transfer, provide a contact name, phone number, and email address and then select Submit.
4. Review your order details and then select Buy when you’re ready to buy Action Pack. Your credit card will be charged within 24 hours.
5. Your order is confirmed. Select Close.

Note:  If Renew subscription isn’t displayed or is greyed out, you’re not yet eligible to renew your Action Pack subscription. We’ve changed our renewal window policy and you can renew your subscription only after it expires. For example, if your subscription expires on June 22, you can renew it starting June 23 and for 30 days after.

Your Action Pack subscription will renew automatically each year on this date. You can turn off automatic renewal at any time from your Purchased offers list; however, you won’t be able to turn automatic subscription renewal back on until you renew your subscription again.

Turn off automatic Action Pack subscription renewal

1. Go to your Membership offers Select Microsoft Action Pack Subscription to view your subscription details.
2. Select Turn off automatic renewal if you don’t want your Action Pack subscription to renew automatically each year.

Note:  If you turn off automatic subscription renewal, you won’t be able to turn it back on until you renew the subscription again. We’ll remind you to renew before your subscription expires.

Cancel your Action Pack subscription

1. Go to your Membership offers. Select Microsoft Action Pack Subscription to view your subscription details.
2. Select Cancel subscription. Follow the instructions for creating a support request.
3. On the support request form, select the following values to properly route your request:
   • Select Report problems with Partner Center, and then select New request on the next page.
   • Expand the Type of problem list and select Help with partner invoice, payment, or reconciliation file.
4. Finish filling in the required information and then select Submit. The Partner Center Support team will contact you to help you cancel your subscription.

To cancel your Microsoft Action Pack subscription, you may need to contact Partner Support. To check on the status of your service request, select Partner Center requests from Support, and then select Open. Choose the appropriate service request from the list.

Download your Action Pack invoice

1. Go to your Membership offers Select Microsoft Action Pack Subscription to view your subscription details.
2. Select Download invoice.

 About Microsoft Partner Center

Microsoft Partner Center is your one-stop location for managing your end-to-end relationship with Microsoft. It has tools and resources to help you transact and grow your business, including membership options, customer referrals and the Cloud Solution Provider (CSP) program. Find out about best practices for managing your account, connecting with customers, buying an Action Pack subscription, and enrolling in an incentives program in the Partner Center help library.

Need additional help?  Contact Microsoft partner support:

Get support from Microsoft’s own experts. They can help with partner program issues, presales assistance, issues with Microsoft products, billing questions, and more. Start here to view your Microsoft support options. Partner.microsoft.com/support

Other posts you may like

Partner Support Series: How to manage your Microsoft Partner Network membership benefits

Partner Support Series: Microsoft Partner Center competency requirements for Gold and Silver membership

The post Learn how to purchase or renew a Microsoft Action Pack subscription appeared first on US Partner Community Blog.