Latest imported feed items on All about Dynamics 365 for Talent Latest imported feed items on All about Dynamics 365 for Talent https://thierrysdynamics365fortalent.com/ 2019-12-14T17:09:31+00:00 WP RSS Aggregator https://365community.online/power-pizza-an-introduction?utm_source=rss&utm_medium=rss&utm_campaign=power-pizza-an-introduction Power Pizza: An Introduction 2019-12-14T16:32:00.000+01:00 It’s time for another blog series! I wanted to use a Power App to solve a real life problem. This was a great opportunity for me to keep learning Power Apps (Model Driven and Canvas), Power Automate, and the Common Data Service. So I want to talk through what I learned! The problem I wanted […] The post Power Pizza: An Introduction appeared first on 365 Community. It’s time for another blog series! I wanted to use a Power App to solve a real life problem. This was a great opportunity for me to keep learning Power Apps (Model Driven and Canvas), Power Automate, and the Common Data Service. So I want to talk through what I learned! The problem I wanted to tackle was how to find the best local pizza by digitally tracking our progress during a Pizza…

Continue Reading Kylie Kiser’s Article on their blog

Power Pizza: An Introduction – Kylie Kiser #PowerPizza

It’s time for another blog series! I wanted to use a Power App to solve a real life problem. This was a great opportunity for me to keep learning Power Apps (Model Driven and Canvas), Power Automate, and the Common Data Service. So I want to talk through what I learned!

Blog Syndicated with Kylie Kiser’s Permission

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Kylie Kiser https://365community.online/feed/ dynamics365blogs
https://365community.online/power-automate-expressions-how-to-lastindexof-youtube?utm_source=rss&utm_medium=rss&utm_campaign=power-automate-expressions-how-to-lastindexof-youtube Power Automate Expressions How To: LastIndexOf – YouTube 2019-12-14T09:00:15.000+01:00 In this video, I go through the expression LastIndexOf in Power Automate. Power Automate is a powerful automation and integration tool with over 280+ data connectors. Blog: https://www.d365geek.co.uk Twitter: https://twitter.com/D365geek LinkedIn: https://www.linkedin.com/in/mattcollins-jones Email: dynamics365geek@gmail.com source The post Power Automate Expressions How To: LastIndexOf – YouTube appeared first on 365 Community.

In this video, I go through the expression LastIndexOf in Power Automate. Power Automate is a powerful automation and integration tool with over 280+ data connectors.

Blog: https://www.d365geek.co.uk
Twitter: https://twitter.com/D365geek
LinkedIn: https://www.linkedin.com/in/mattcollins-jones
Email: dynamics365geek@gmail.com

source

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Matt Collins https://365community.online/feed/ dynamics365blogs
https://365community.online/day-14-mvp-advent-calendar-youtube?utm_source=rss&utm_medium=rss&utm_campaign=day-14-mvp-advent-calendar-youtube Day 14 – MVP Advent Calendar – YouTube 2019-12-14T01:00:03.000+01:00 You can visit the MVP Advent Calendar here: https://mvp-advent.meganvwalker.com/ Who doesn’t love a giveaway? What better way to share with the Power Platform Community than with a month of cool and FREE gifts. Behind each door is a Microsoft Business Application MVP, with a download or competition to share with you. It all starts on […] The post Day 14 – MVP Advent Calendar – YouTube appeared first on 365 Community.

You can visit the MVP Advent Calendar here:
https://mvp-advent.meganvwalker.com/

Who doesn’t love a giveaway? What better way to share with the Power Platform Community than with a month of cool and FREE gifts. Behind each door is a Microsoft Business Application MVP, with a download or competition to share with you. It all starts on Sunday 1 December 2019.

Thanks for watching. You can find me in the following places:
🎯 Website: https://meganvwalker.com
🎯 Twitter: http://twitter.com/meganvwalker
🎯 LinkedIn: http://linkedin.com/in/meganwalker
🎯 Subscribe to my blog at: https://meganvwalker.com/subscribe-new-articles/

#EmojiMegs #PowerPlatform #MSDynCRM #MSDyn365 #D365

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Megan V. Walker https://365community.online/feed/ dynamics365blogs
https://community.dynamics.com/thread/375126?ContentTypeID=0 Unable to import worker contacts with "truncate entity" option enabled. 2019-12-13T06:53:57.000+01:00 I have been trying to import worker contacts using "Worker contacts" entity with truncate entity option enabled but getting error "Cannot locate data source record of type DirPartyContactEntity with RecId XXXXX. Entity name: HcmWorkerContactEntity, RecId: XXXXX, Database operation: Delete". Any idea what might be causing this. Thanks in advance. I have been trying to import worker contacts using "Worker contacts" entity with truncate entity option enabled but getting error "Cannot locate data source record of type DirPartyContactEntity with RecId XXXXX. Entity name: HcmWorkerContactEntity, RecId: XXXXX, Database operation: Delete". Any idea what might be causing this. Thanks in advance.

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ahsanahmed1692 https://community.dynamics.com/365/talent/f/dynamics-365-for-talent-forum/rss Dynamics 365 Talent Forum
https://powerapps.microsoft.com/fr-fr/blog/performance-benefits-of-unified-interface/ Performance benefits of unified interface 2019-12-11T09:33:40.000+01:00 Learn about how the Unified Interface was built to be fast, and how you can take advantage of this in your apps. Learn about how the Unified Interface was built to be fast, and how you can take advantage of this in your apps.

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https://powerapps.microsoft.com/fr-fr/blog/feed powerapps.microsoft.com
https://powerapps.microsoft.com/fr-fr/blog/moving-forward-with-your-transition-to-unified-interface/ Moving forward with your transition to Unified Interface 2019-12-11T09:32:12.000+01:00 As announced on September 10, 2019, the time is now to prepare for the move to Unified Interface. As announced on September 10, 2019, the time is now to prepare for the move to Unified Interface.

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https://powerapps.microsoft.com/fr-fr/blog/feed powerapps.microsoft.com
https://meganvwalker.com/generating-invoices-to-display-in-dynamics-365-portal/ Generating Invoices To Display In Power Apps Portal 2019-12-10T10:30:00.000+01:00 Recently I was working on a project that called for displaying invoices in a Dynamics 365 Portal. We can easily add the ability to show the Notes entity on the Invoice entity, allowing a user to add a PDF of the invoice which could then be displayed on the portal. However, I wanted something that... Recently I was working on a project that called for displaying invoices in a Dynamics 365 Portal. We can easily add the ability to show the Notes entity on the Invoice entity, allowing a user to add a PDF of the invoice which could then be displayed on the portal. However, I wanted something that looked better than that, and also was less manual. This process can be followed exactly, or you can take bits and pieces and created something that works for you. Let’s see how we can display a PDF version of an invoice embedded in a portal.

The invoice is generated using a word document template against the Invoice record. We can get this document manually, but I have written previously about using Power Automate (formerly Microsoft Flow) to email word document templates as PDF’s, using a process I saw on Bruce Sithole’s website. Make sure you read either of those posts first before you carry on.

For the trigger to generate the Word Document Template, I added a field added to the Invoice entity called ‘ Expose to Customer’. When this changes, a workflow will run. If it is set to Yes, the Invoice word document template will be generated and set against the invoice record. If it is No, the workflow ends. Other fields added to the invoice entity are:

  • Folder Path – single line text field – this is the path to a Web Page on the portal
  • Invoice Path – single line text field – this is the name of the PDF that will be generated
  • Invoice File – lookup field – a link to the Web File that is created to be displayed one the portal. This record will contain the final generated PDF of the invoice

For the customer, they can then log in to the portal and access invoices from the Overview menu. From here they can view a list of invoices. Clicking on the invoice ID will take the user to the invoice details. The invoice is then displayed embedded in the page. The PDF can be downloaded or printed from here.

So how does it all work? We need a place to store the invoice pdf once it’s generated. For this, you can store it anywhere that makes sense to your organisation. In this example, we will use the notes entity to add our PDF to. First, for each account record you want to display invoices for, a web file for each Account record needs to be created. You can easily create a process for this using Power Automate (I guess this is for a different blog post 😉 ) but for this, I will just explain the manual process. Ideally you will want to have some kind of folder/file structure for the Accounts and their Invoices. Make sure you have a parent page for your Account pages to live under.

Navigate to the Web Pages section and click New. The Name of the page should be the naming convention you wish to use for the Account record (ideally you use an Account ID). Link it to your portal website, and set the Parent page as the Invoices page (or whatever parent page you have decided to use). The partial URL cannot contain spaces, and should ideally be the same as the name of the page. Set the Page Template as the Blank Page, and the Publishing State as a draft publishing state. I created a publishing state called Folder Page. This page is ONLY used to create a URL in which to access the PDF of the invoice, and is not designed to be navigated to, so the publishing state is in fact a draft page and not public. Save the web page, and make note of the partial URL.

Next, navigate to the related Account record. You will need to have one new field to add to the form. This should be a lookup field to the Web Page you just created.

The process of generating the invoices works using Power Automate (formerly Microsoft Flow). The trigger of the flow occurs when a new Note is created and uses the Common Data Service connector. When the ‘Expose to Customer’ field on an invoice record is set to yes, this triggers our workflow (if you missed that part, go back and read this) which creates the Invoice Word Document Template and adds it as an attachment to a Note record on the invoice. So when the note is created, this will run the flow. We then have a condition check to make sure that the note created is linked to an invoice. This is done with the following formula.

equals(and(endsWith(triggerBody()?['filename'], '.docx'), and(equals('invoice', triggerBody()?['objecttypecode']), equals(triggerBody()?['isdocument'], true))), true)

Next we are getting the Invoice record that the Note is linked to using the regarding value from the initial trigger step.

Now we have another condition. The Invoice might have been produced previously but then removed from being displayed on the portal. So, if the user makes a mistake and needs to adjust the invoice, they can change the Expose to Customer field to No, fix the invoice, and then change back to Yes. If this happens, we want to remove the original invoice Web File that was created. So, we are checking to see if this field contains a value.

If there is nothing in that field, we don’t do anything. If there is, we are going to get the Web File record using the Invoice File id, and then we are going to delete that Web File using the Web File id we just got in the previous step. This means we are now starting the process from scratch to create the new invoice.

Now we move on to the next part of the process. We need to get the Portal Invoice folder from the related account records web page, get the Word Document template and convert it to a PDF, create a new Web File and then link the PDF to that so it can be shown on the portal. The first step is to get the Customer Account record by adding a Get Record step from the CDS Connector. We use the Customer from the Get Invoice record step earlier.

Next we can get the Web Page linked to the Account.  

We now have two OneDrive for Business actions. The first is to take the Word Document Template and add it to OneDrive as a file. We set it to the route folder (although you could have it go somewhere else) because eventually it will get deleted anyway. The File name is the Invoice ID followed by .docx. The File Content needs an expression to convert the content correctly.

base64ToBinary(triggerBody()?['documentbody'])

Then we use a Convert file step from OneDrive for Business and use the File Id from the previous create step, and change it to a PDF.

We are then creating a new web file record in the portal that we will use to link the PDF to. We are setting the fields as you see below. The Publishing State uses the GUID for the value for Published, and the Website uses the GUID for the Partner Portal website.

At the bottom of the action, we will link this new Web File to the Accounts related Web Page.

Next we will create a new Note record to add the PDF to, and link it to the Web File record we just created. We give it a title and a description, and set the Is Document field to yes. The Document expression used is:

body('Convert_file')['$content']

We then give the file a name using the Invoice ID then .pdf. The Mime Type is set as application/pdf, and the created date is set to utc(Now). Finally we set the Regarding as the Web File and make sure the Regarding Type is set as the entity of Web Files.

We then need to make sure the original invoice record is updated to include the path to the PDF which includes the folder path from the Account Web Page, and the name of the PDF. This is so that the full path to the PDF on the portal can be generated.

These three fields need to be populated. The Invoice Id from the original Get Invoice step (plus .pdf), the Partial URL from the Account Web Page and the Web File from the Create Web File step.

Finally, we have a delete step to remove the original note from the Invoice (the one that includes the Word Document Template) and a delete step to remove the File added to OneDrive for Business.

To display the invoice as an embedded PDF, we need to create a new Web Template. For more detail on creating web templates using FetchXML, check out my previous post for creating a Forms Pro Library, and also this post from Nick Doelman whose awesome instructions helped with my own learning on the subject. This template is doing a quick query and getting the folder path (the partial url from the Account Web Page) and the document path (or the invoice PDF document name). We can then generate the full path to the PDF using the folder and invoice paths.

 /invoices/{{ invoice.mvw_folderpath }}/{{ invoice.mvw_documentpath}}

Then, using an open source JavaScript utility called PDFObject, we can embed the PDF in to the webpage. Once you have linked the web template to a page template, you can then use it on a web page to display your invoice detail.

Here is the Web Template in full:

{% extends 'Layout 1 Column' %}

{% block main %}
<a href="/invoices/">Back to Invoice list</a>

<!--Displays anything you have on the Page Copy for your Web Page-->
{%include 'Page Copy' %}

<!--Replace Invoice Details with the name of your own Entity Form if you wish to display one-->
{% entityform name: 'Invoice Details' %} 

<!--Be sure to use the correct field names, and not those with a prefix of mvw-->
{% fetchxml invoicedetail %}
 <fetch version="1.0" mapping="logical">
  <entity name="invoice" >
    <attribute name="invoiceid" />
    <attribute name="mvw_documentpath" />
    <attribute name="mvw_folderpath" />
    <attribute name="invoicenumber" />
    <filter>
      <condition attribute="invoiceid" operator="eq" value="{{ request.params['id'] | xml_escape }}" />
    </filter>
  </entity>
</fetch>
{% endfetchxml %}

 {% for invoice in invoicedetail.results.entities %} 
 <!--Start of PDFObject Code-->
<div id="my-pdf" class="pdfobject-container">
  <embed class="pdfobject" src="/invoices/{{ invoice.mvw_folderpath }}/{{ invoice.mvw_documentpath }}" type="application/pdf" style="overflow: auto; width: 100%; height: 100%;">
</div>
<script src="/pdfobject.min.js"></script>
<script>
  PDFObject.embed("/invoices/{{ invoice.mvw_folderpath }}/{{ invoice.mvw_documentpath }}", "#my-pdf");
</script>
<!--End of PDFObject Code-->
{% endfor %}
{% endblock %}

Want to just watch how to do this? Check out the video below:

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Megan V. Walker https://meganvwalker.com/feed/ Megan V. Walker
https://changethework.com/pratiques-ecologiques-bureau/ Ces salariés qui diffusent leurs pratiques écologiques au bureau 2019-12-09T10:43:00.000+01:00 La conscience populaire a majoritairement intégré l’importance du respect de l’environnement. Les écologistes, qui il y a encore peu faisaient sourire, sont maintenant respectés. Leur parole est écoutée et mise en pratique. Elle l’est même par certains salariés sur leur lieu de travail. De nombreuses pratiques écologiques ont été développées au bureau. Les découvrir peut […] The post Ces salariés qui diffusent leurs pratiques écologiques au bureau appeared first on Change the work. La conscience populaire a majoritairement intégré l’importance du respect de l’environnement. Les écologistes, qui il y a encore peu faisaient sourire, sont maintenant respectés. Leur parole est écoutée et mise en pratique. Elle l’est même par certains salariés sur leur lieu de travail. De nombreuses pratiques écologiques ont été développées au bureau. Les découvrir peut […]

The post Ces salariés qui diffusent leurs pratiques écologiques au bureau appeared first on Change the work.

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Julia Fontaine https://changethework.com/rss ChangeTheWork
https://malinsdynamics365fortalent.com/2019/12/06/talent-is-dead-and-it-is-good-news/ Talent is dead – and it is good news! 2019-12-06T19:45:20.000+01:00 The last weeks I haven’t blogged as much as I usually do, but for a good reason! Today Microsoft announced the deprecation of Attract and Onboarding and changing the name of Dynamics 365 Talent to Dynamics 365 Human Resources! This is huge news and will have a massive impact on everything moving forward! You will… Continue reading Talent is dead – and it is good news!
Photo by Pixabay on Pexels.com

The last weeks I haven’t blogged as much as I usually do, but for a good reason!

Today Microsoft announced the deprecation of Attract and Onboarding and changing the name of Dynamics 365 Talent to Dynamics 365 Human Resources! This is huge news and will have a massive impact on everything moving forward! You will no longer be able to purchase Attract and Onboarding from 1. February 2020. If you already have started with Attract and Onboarding you will have until 1. February 2022 to before end of life.

This is good news!

Why do I think this is good news?

Microsoft can now focus on the core functionality of HR even better and moving forward I’m sure will see a massive improvement in D365 HR! We can only hope that the UI will get a lot of love and attention (for anyone from Microsoft reading this; please, please do something with the UI!!)

This also explanes why the current certification is retiring by the end of 2019.

Just good news?

No.

Do I love the fact that Attract is going away? No, but I understand why Microsoft don’t want to develop this when LinkedIn (which Microsoft owns) is developing their LinkedIn Talent solution. I think it’s a very smart move to deprecate it and not compete with LinkedIn (read: themselves).

Do I love the fact that Onboarding is going away? No, that I just hate. I think Onboarding was a great feature that was easy – but worked as intended, so this I am sad is going away!

If you have any questions or comments please feel free to contact me or go to the Talent community (still the “old” name) to discuss it!

Read the full article from Microsoft.

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Malin Donoso Martnes https://malinsdynamics365fortalent.com/feed malinsdynamics365fortalent.com
https://readyxrm.blog/2019/11/26/embedding-a-canvas-app-in-a-power-apps-portal/ Embedding a Canvas App in a Power Apps Portal 2019-11-26T12:30:00.000+01:00 The other day I was reading the Microsoft Docs site when I came across an entry on embedding Canvas Power Apps. It is well known that you can embed Canvas Power Apps in Power BI Dashboards, Model-Driven App forms and Microsoft Teams. The docs article also mentioned that you can embed Canvas-based Power Apps in… Continue reading Embedding a Canvas App in a Power Apps Portal The other day I was reading the Microsoft Docs site when I came across an entry on embedding Canvas Power Apps. It is well known that you can embed Canvas Power Apps in Power BI Dashboards, Model-Driven App forms and Microsoft Teams.

The docs article also mentioned that you can embed Canvas-based Power Apps in websites.

Think about that for a minute. Imagine the power of bring a low-code platform to your public facing website!

Specifically for Power Apps Portals projects. There is a lot of functionality currently being built with Liquid and JavaScript. Not to mention companion apps that could easily be built with a low-code canvas Power App.

Ultimate Power

HOWEVER, at this time, canvas Power Apps still require a Power Apps Plan subscription and the user of the app will need to be at least a guest user in your Azure Active Directory.

See article here on providing guest access to canvas Power Apps.

That being said, there could definitely be use cases where embedding a canvas app on a Power Apps Portal would be useful. The process is actually very easy.

Note that canvas apps embedded on model-driven forms that are used as the basis of entity forms will not render on the portal. (The question has come up once or twice)

How to add a canvas Power App to a Power Apps Portal

I created a fairly simple canvas based Power App that will allow a user to create a class registration in CDS. There are one or two articles on the web to explain how to create canvas apps.

Registration Power App

The next step would be to note the App ID for the Power App. You can locate this in the Power Apps maker portal by going into the settings of an app.

Get App Id

The Microsoft Docs site provides the embed code that you need to insert into the Portal. I have included the snippet here;

<iframe width="[W]" height="[H]" src="https://apps.powerapps.com/play/[AppID]?source=website&screenColor=rgba(165,34,55,1)" allow="geolocation; microphone; camera"/>

The next step is to edit or create a new web page in your Power Apps Portal. This can be done using the new Portal Studio from the Power Apps maker portal. If this is new, check out my post on getting started with Power Apps Portals.

Create new web page

With the body of the page selected, click on the Source Code Editor button </> on the bottom right corner. With the code screen visible, paste in the Canvas app embedded HTML code, and enter values for the width, height and the App Id of the canvas app.

The canvas app will appear on the page.

Canvas App on the Portal Page

Clicking the browse button, the canvas app is fully functioning on the Power Apps Portal.

The canvas app can perform Create-Read-Update-Delete (CRUD) functionality on CDS data, without needing Entity Forms, Web Forms, or custom code.

Canvas App in Action

Currently, in order to run a Power Apps Canvas App you need at least two things, an Active Directory User and a Power Apps per-app or per-user license.

Navigating to the same Portal without being logged in as an Active Directory user will display a sign in screen. There is currently no option for anonymous users to access the canvas app.

Sign In to use the Power App

Asides from the licensing issues, a couple of other key points.

  • Portal security items like web roles, entity permissions have no bearing on the data being displayed in the embedded canvas app.
  • The canvas app cannot interact directly with data being displayed on the portal via entity lists, entity forms or Liquid.
  • Being in an Iframe, the canvas app will not have the same responsive capabilities of the Power Apps Portal.

Summary

There definitely will be some scenarios where having the embedded canvas app makes sense and would fit within the parameters of licensing and user access. (External contractors needing to report time and billing)

Other scenarios (such as a shopping cart, product configuration, case management, etc) while technically possible, cannot be realistically implemented based on the current licensing restrictions and the fact a user will need to sign in.

Potentially Microsoft will look at these techniques as possibly a way to further extend the customization capabilities of the Power Apps Portal.

Console Photo by Patryk Grądys on Unsplash

Cover Photo by Zoltan Tasi on Unsplash

Nick Doelman is a Microsoft Business Applications MVP, a Microsoft Certified Trainer, and a D365UG All-Star. He is also Canadian, so fairly polite. Follow Nick on twitter at @readyxrm

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Nick Doelman https://readyxrm.blog/rss ReadyXRM
https://meganvwalker.com/december-forms-pro-webinar-new-updates/ December Forms Pro Webinar – New Updates 2019-11-20T18:59:06.000+01:00 I’ve been sharing Forms Pro content since March 2019. I’ll continue to do so via my blog, but I wanted to share more. So, I am excited to announce that each month I will run a live Forms Pro Webinar covering the latest updates for the previous month. Find out what’s new, and how to... I’ve been sharing Forms Pro content since March 2019. I’ll continue to do so via my blog, but I wanted to share more. So, I am excited to announce that each month I will run a live Forms Pro Webinar covering the latest updates for the previous month. Find out what’s new, and how to use the new features and functionality.

The next webinar will be Wednesday, 18 December 2019 at 8 PM (GMT).

Do you want to join me? If so, please complete the simple form below to register. You will receive an email with a link to join the Microsoft TEAMS webinar live, and access to an invite to add to your calendar. Reminders will also be sent the week of and day of the webinar. Hope you can join me!

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Megan V. Walker https://meganvwalker.com/feed/ Megan V. Walker
https://www.tomstalentblog.co.uk/2019/11/19/changing-how-leave-balances-display-in-ess/ Changing how leave balances display in ESS 2019-11-19T17:57:34.000+01:00 Every so often working with Talent I’ll stumble on a parameter that either I haven’t noticed before, or that’s been recently added. I had that experience today with a drop down under Human resource parameters > Leave and absence. It was marked ‘Balance calculation’ and seemed to have defaulted to ‘Balance as of today’. The… Read More » The post Changing how leave balances display in ESS appeared first on Tom's Talent Blog. Every so often working with Talent I’ll stumble on a parameter that either I haven’t noticed before, or that’s been recently added. I had that experience today with a drop down under Human resource parameters > Leave and absence. It was marked ‘Balance calculation’ and seemed to have defaulted to ‘Balance as of today’. The alternative option was ‘Balance as of accrual period’.

Balance calculation parameter

I’ve been back through about six months of release notes, but I couldn’t see exactly when this parameter was added. It’s quite possible that it’s been there ages and I’ve just never noticed it. But I thought I’d have a little play to see what it did.

I’ve got a test user with Employee roles in my latest trial environment, and they’ve got an approved, future dated leave request that sits within the current leave period. When they go to self service, there’s a tile marked ‘time off balances’. When the balance calculation parameter is set to ‘Balance as of today’, their leave balance doesn’t reflect requests which have been approved, but which are in the future.

Time off balance

When I switch the parameter over to the ‘Balance as of accrual period’ though, the balance now seems to reflect the end of the accrual period, as it now includes leave which I’ve requested and had approved but not yet taken.

It also seems to affect the balances tile found in the People workspace:

People hub balance tile

Nice little feature this – there seems to be no problem in toggling between the two options even once there has been leave booked (unlike the switch between booking leave in hours or days). Has anyone found anywhere else that it has impact?

 

The post Changing how leave balances display in ESS appeared first on Tom's Talent Blog.

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Tom http://www.tomstalentblog.co.uk/feed Tom's Talent Blog
https://malinsdynamics365fortalent.com/2019/11/19/dynamicspower-brussels-2019/ DynamicsPower! Brussels 2019 2019-11-19T13:06:35.000+01:00 This weekend I was back in Brussels for DynamicsPower! Brussels 2019 and what an amazing lineup it was! A big thanks to Raz (LinkedIn), Joris Poelmans (LinkedIn / Twitter) and the rest of the team from 365 Saturday (LinkedIn / Twitter) for arranging it!. Keynote was from the one and only James Phillips (LinkedIn /… Continue reading DynamicsPower! Brussels 2019 This weekend I was back in Brussels for DynamicsPower! Brussels 2019 and what an amazing lineup it was! A big thanks to Raz (LinkedIn), Joris Poelmans (LinkedIn / Twitter) and the rest of the team from 365 Saturday (LinkedIn / Twitter) for arranging it!.

Keynote was from the one and only James Phillips (LinkedIn / Twitter), the Corporate Vice President of Business Applications in Microsoft! He talked about the power of Dynamics 365 and the Power Platform and how Microsoft is moving forward.

We also got to se demonstrations of some of the new capabilities from the platform.

  • The Digital feedback loop
  • The amazing capabilities of Dynamics 365 & Power Platform

First I went to Daniel Laskewitz (LinkedIn / Twitter) and his Power Apps Governance session. He shared tips and tricks on how you should and shouldn’t do with Power Apps. Great session from the first ever Flow MVP!

Next up was my own session, How Talent can digitize a forgotten HR Department – the new version focused on Core HR.
I had a good crowd that asked good questions – thank you all for attending my session!

How Talent can digitize a forgotten HR departmentDownload

Thank you for the picture André!

After lunch it was time to get up to date on an old favorite of mine, what ClickDimensions (Webpage / Twitter) have to offer for marketing – James Varn (LinkedIn / Twitter) did a great presentation, he even handled a lot of though questions (most from me, sorry!)

Next up was one of my favorite sessions of the day, Stefan Stube (LinkedIn / Twitter) showed us how his company used Dynamics 365 to gain control over their high amount of suppliers – a very good use of Dynamics 365 and Portals. I want more sessions like these!

My last session of the day was my first AX/F&O related session ever! André Arnaud de Calavon (LinkedIn / Twitter) gave the presentation How to automate security role assignments. Some of it I’m dying to try in Talent to see if it’s the same, some of it was a bit to technical for me, but all in all a session that I learned a lot from.

The last thing of the day is to be social with the awesome people that I’ve met in the community!

Ivan Ficko, Rebekka Aalbers, Daniel Laskewitz, Antti Pajunen, Sara Lagerquist (extra thanks for being my airport buddy <3), Tomasz Poszytek and me.

This was the last abroad event for me in 2019!

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Malin Donoso Martnes https://malinsdynamics365fortalent.com/feed malinsdynamics365fortalent.com
https://www.tomstalentblog.co.uk/2019/11/11/copying-a-talent-core-hr-environment/ Copying a Talent Core HR environment 2019-11-11T22:48:02.000+01:00 Praise be to Elvis (and certain lovely people in the Talent product team who shall remain nameless), the feature we’ve all been asking for since July 2017 is here… You can now copy a Talent Core HR environment. There’s been some confusion around this for a while now. So let’s take a little bit of… Read More » The post Copying a Talent Core HR environment appeared first on Tom's Talent Blog. Praise be to Elvis (and certain lovely people in the Talent product team who shall remain nameless), the feature we’ve all been asking for since July 2017 is here… You can now copy a Talent Core HR environment.

There’s been some confusion around this for a while now. So let’s take a little bit of time to clear things up. Since October 2018 (ish) we’ve had the facility to copy a CDS environment. That meant that to some extent, you could replicate some of your Talent data from one environment to another. But those of you who’ve followed this blog or worked with Talent for a while will recognise the key shortcoming of this feature – not all the data that currently exists within the Talent Core database (which some of the dinosaurs among us know as the AX database – lovingly abbreviated to AXDB) is being synced to the Common Data Service. So yes, you could copy a CDS environment, but a significant proportion of the setup you’d done in the AXDB would be missing.

Now however all that has changed – and it’s possible to copy the Core HR database or AXDB from one environment to another. This change is being rolled out in an LCS update today – and I’m already seeing it in all the LCS environments I work within.

Right. Let’s go a bit deeper.

There are some controls around where you can do this – mostly consistent with Microsoft’s environment management strategy. Let’s consider what those are before we get stuck in to how you actually do this.

  • You can only copy a Production environment into a Sandbox environment, you can’t go the other way around. That means you can use Production data to create a mirrored Test environment, but you can’t use the environment copy to ‘promote’ config from a Sandbox to Production.
  • You can copy between Sandbox environments.
  • The environments you copy between must be located in the same region (can’t think of any legitimate reason why your Test and Prod environments would be in a different region, but I’m sure some will have tried it either accidentally or on purpose)
  • You can copy between LCS projects, but not between tenants.

Also – there are some key things you need to bear in mind:

  • All the data in your target database (the one you’re copying INTO) will be erased and can’t be recovered. Seems obvious, but worth stating clearly.
  • The environment you’re copying into can’t be used until the copy has completed. Also obvious.
  • All users except the Sys Admin users and service accounts are disabled in the newly minted environment, so that the admin users can anonymise data before releasing it to the world.
  • Again seemingly obvious but for some reason this caught me unawares – the newly copied target environment will inherit the user options from the source environment. I always set my Prod environment to red and my Test environment to green. After the copy my Test environment went red. I was very confused and spent ten minutes checking URLs (which by the way don’t change) to make sure I was in fact in my Test environment, before I could change the colours again.
  • Documents and templates in Azure blob storage don’t get copied.
  • The admin user will need to reconfigure any integrations – it can’t be assumed they’ll still work/be pointing at the right environment.

Ok, so how do you actually do it?

If you want to create a like for like replica, you complete the copy in two stages. First you copy the Core HR database (or AXDB), and then you copy the PowerApps environment.

Copying the Core HR database:

Log in to LCS

Navigate to the Talent project which contains your source environment (that is, the data you want to copy)

Hit the ‘Talent app management’ tile on the right hand side

Screenshot of app management tile

Select the source environment, and hit the ‘copy’ button

Screenshot of copy button in LCS

A slider will pop out asking you to identify your target environment. If you don’t see your target environment listed, check that it is a Sandbox instance (remember you can only copy into a Sandbox instance, not a Production one). If your Target environment is old (as mine was) and was created before Talent Sandboxes were a thing, raise a call with Microsoft to have it switched to Sandbox. You can’t do it yourself unfortunately.

Copy slider screenshot

Once you’ve got everything in place, pick the target environment from the list and hit continue.

When the job’s done, you’re supposed to get a message in the pop out slider saying that the job has completed. I didn’t – it just went blank. But the status in the app management grid changed from ‘in progress’ back to ‘deployed’.

There’s no progress indicator yet – and how long the process takes will vary according to how much data is being copied. In an environment with about 100 workers in it, the process took less than 15 minutes.

When the Core HR environment has successfully copied, you can copy your Power Apps environment too. That’s already well documented as you’ve been able to do it for a while, so I’ll just provide this link out to Microsoft’s guide.

After your Power Apps environment has also copied successfully, you need to re-enable the sync between Talent Core HR (the good old AXDB) and the CDS. It gets disabled as part of the copy process and you have to switch it back on. To do so, go to System administration > Links > Integrations > Common Data Service configuration, and make sure ‘Enable the integration’ is set to ‘Yes’.

CDS integration screenshot

Finally, you’re going to want to review your user accounts and re-enable the users who have legitimate access to the environment. Remember the user and role list will now have been inherited from the source environment, so some of the users who participate in testing will not the have the right roles and their accounts will have been disabled.

And that’s it. About 10 clicks that make the world a better place.

Happy Christmas Talent folks.

 

 

The post Copying a Talent Core HR environment appeared first on Tom's Talent Blog.

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Tom http://www.tomstalentblog.co.uk/feed Tom's Talent Blog
https://powerofcommunity.show/2019/09/26/2-sara-lagerquist-lee-baker-and-matt-beard/ 2. Sara Lagerquist, Lee Baker and Matt Beard 2019-09-26T19:00:38.000+02:00 In this episode, I sat down with Business Applications MVP Sara Lagerquist from Sweden and Matt Beard and Lee Baker, two Dynamics developers from the UK. We get to know more about what they do and how they keep pace with our ever-changing platform, their experience of speaking at events and with imposter syndrome, before […] In this episode, I sat down with Business Applications MVP Sara Lagerquist from Sweden and Matt Beard and Lee Baker, two Dynamics developers from the UK.

We get to know more about what they do and how they keep pace with our ever-changing platform, their experience of speaking at events and with imposter syndrome, before moving on to the important stuff: how awesome dogs are.

Episode 2 – Sara Lagerquist, Lee Baker & Matt Beard

This episode was recorded on 24th Sept, 2019.

If you’d like to get in touch with Lee, Sara or Matt you can find them on Twitter:

Mentioned in this episode were:

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Andrew Bibby https://powerofcommunity.show/blog-feed/ The Power of Community Show
https://community.dynamics.com/365/b/webinars/posts/sales-collaboration-using-dynamics-365-and-microsoft-teams Sales Collaboration using Dynamics 365 and Microsoft Teams with Cindy Liu 2019-08-19T07:00:00.000+02:00 Sales Collaboration using Dynamics 365 and Microsoft Teams! Cindy Liu demos the seamless collaboration experience with Microsoft Teams and Dynamics 365 integration. Dynamics 365 for Microsoft Teams in...(read more) read more)]]> Community Manager https://community.dynamics.com/365/b/webinars/rss Microsoft Dynamics 365 Webinars