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Dynamics 365 Field Service: Payments related to Work Order and Invoice

Introduction:

Field Service remains a critically important component for most of the organizations. It radically drives customer satisfaction and builds stronger trusted relationship with the customers.

Recently, while working on field service, we came across an entity “Payments” and “Payment Details”, this created curiosity to explore more on this. And we did some research and play around to find how this entity could be related to work order/Invoice.

In this blog, we will discuss, how entities ‘Payments’ and ‘Payment Details’ could be related to Work Order and Invoice.

Payments related to Work Order and Invoice:

When field service is installed, the user would not be able to see the Payments entity. In order to bring the payment entity in the navigation of work order, the user needs to visit a form editor on work order form -> Add the Payment entity to the navigation of work order and then the payment entity will be ready to use.

Now let’s have a glance on how Payment section is related to Work Order and Invoice.

Consider a scenario, create one work order and add a product to it.

Payments related to Work Order and Invoice

Now next step is select the product and set the Line Status option as “Used”.

Payments related to Work Order and Invoice1

When the work order product’s Line Status changes to “Used” and work order is “Closed-Posted”, then the Invoice product and also the invoice related to work order is created.

In order to create invoice record, when the work order is “closed posted”, the user needs to configure the following field service setting.

Payments related to Work Order and Invoice2

Now the Total Amount of the work order is “$300”.

Payments related to Work Order and Invoice3

The invoice created for the work order “00004” and total amount to be paid is “$300”.

Payments related to Work Order and Invoice4

As we have added the Payment entity in the navigation of work order, click on “Payment” and create a new payment.

Select the Work Order, Account, Amount, and Payment Type for which the payment should be made.  “Unapplied Amount” is the calculated field.

Payments related to Work Order and Invoice5

Now, go to the navigation of the Payment. Here we can find another entity called “Payment Details”.

Create a new Payment Details. Here we need to select the invoice i.e. invoice for which the payment should be made. If the customer does not pay full amount which is on an invoice, but the customer paid some amount, then let us see how this calculation is done.

Payments related to Work Order and Invoice6

The total amount was “$300” of the invoice. When the Payment detail was created, the “Payment Amount” paid by the customer is “$50”. Hence, the Amount due on the invoice is “$250” i.e. $300 – $50 = $250.

Now from this we understand that the total amount on the invoice was “$300”, but the customer paid “$50” and hence amount due i.e. to be paid is “$250”.

Payments related to Work Order and Invoice7

So if we go and check the “Payment – 00004” in the Payment entity, the “Unapplied amount” field which is a calculated field also shows “$250”.

Payments related to Work Order and Invoice8

This is how the Payment section works.

Conclusion:

The field service has added the Payment section to Work Order and Invoice through which we can calculate the amount due i.e. to be paid by the customer. The Payment section is also used in the Field Service mobile app.

Microsoft Dynamics CRM and QuickBooks Integration

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Best of Maps Integration with Dynamics 365 CRM in 2017

The New Year 2018 has had an amazing start with a new release. Maplytics now supports Dynamics 365 v9.0 and the new App for Mobile & Tablets. With this release, users can now access location insights from within Dynamics CRM anytime, anywhere which helps organizations drive better customer engagement. Year 2017 has been an equally remarkable one with many new features added to Maplytics, let’s recap the Best of 2017 for Maplytics – Your favorite Maps integration solution for Dynamics CRM.

Maps Dynamics CRM

Before we start with the features let us first look at the biggest news of the year 2017, Maplytics™ has become one of the first geo-analytical mapping solutions to be Certified for Microsoft Dynamics (CfMD)by meeting Microsoft Corp.’s highest standard for partner-developed software.

Our focus has always been to work on new features and making it easier for us to capture customer geo-location data and engage in new opportunities with them.  As always our Microsoft Dynamics Partners played a very big role in this continuous transition and our End users who have been ensuring to keep Maplytics as the featured App on Microsoft AppSource.

Converting-your-existing-customers-into-new-opportunities

Let’s walk through the trending features of Maplytics in 2017;

  1. Multi-Language Compatibility: Maplytics is one of the few mapping solutions for Dynamics CRM to offer multi-language support! It currently supports six different languages namely English, French, German, Portuguese, Spanish and Turkish! Team Maplytics has prepared a general framework to expand the capabilities beyond the currently supported languages. We aim to support all languages in the future and with the general framework in place, it will only take few weeks for Team Maplytics to deliver your favourite mapping tool for Dynamics CRM in your language of your choice!
  2. Plot Related Records: User can easily plot related (Child) records and analyze a particular record in detail. User can plot 1:N relationship of one entity with the other. You can also plot related records on the individual map, giving you insights right where you need them!
  3. Save Search Criteria as a Template: Radius search allowed users to narrow down their searches but you have to search for the same search criteria repeatedly! With this new release, you can now save search criteria with filters and zoom level, as a template effortlessly.
  4. Time Based Search: You can now perform the search based on distance or time and find leads/accounts within ‘x’ minutes of driving time. This will help you to focus on leads/accounts in the nearby region, based on traveling time!
  5. Editable Territories: With the Maplytics August Release, we added the functionality to add geographical boundaries (be it shape or region) to territories. This new release is taking this functionality further by allowing you to edit existing territories (geographical boundaries).
  6. User Personalization: Previously the Map Configuration was applied on the Organization Level, but with the new release, we have made this configuration available on a User Level and have added few more settings for further customization! Users can now define the Map Center and Zoom Level they want to see by default on loading the map.
  7. Mass Actions Button: The new release incorporates new ‘Mass Actions’ to allow users to do more with the Dynamics CRM data plotted on the map. With the new release, we have added SIXnew Mass Actions namely Add to Route, Manage Territory, Add Task, Schedule Appointment, Send Email, and Execute Workflow to allow users to get more done with the Dynamics CRM data plotted on the map.
  8. Summary Card: The new release incorporates Summary Card feature allowing users to get summarized/aggregate information for any enclosed area on the map like potential revenue. By getting the summarized information of any enclosed region on the map, users can quickly analyze and devise their strategy for that particular region!
  9. Customizable Tooltip Card & Pushpins: With the new release, The user can now customize the quick call to action buttons on the Tooltip card and get the actions you need most, just a click away! The customizable pushpins feature allows users to customize the shape and color of the pushpin for different Entity Category and Entity Views.
  10. Improved Heat Map: With the new release, we have improved Heat Maps and added a new No Boundary visualization to allow users to create a Heat Map based on the density of the measure and analyze their data covering the whole geographical spread.

With a big release at the start of 2018, we will continue to make this experience more innovative with your feedback and be on a mission of converting customer relation to customer relationships!

Get started with Maplytics and be productive on the go! Download your free trial for Dynamics 365 Customer Engagement v9.0 today!

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Open Progress Indicator using Xrm.Utility in Dynamics 365 v9.0

Introduction:

A few months back Microsoft has announced the release of Dynamics 365 v9.0 and has come up with many cool features.

Where some of them are related to functionality while others are related to UI.

Well! The list of newly added features is quite long though not exhaustive.

Open Progress indicator using Xrm.Utility in Dynamics 365 v9.0

The one of interesting addition that we saw and which could be a boon for developers is Progress Indicator functionality. With this functionality, user can display the Progress dialog/Indicator using “showProgressIndicator” function of XRM.Utility namespace.

To achieve this previously, we need to create a web resource which contains the custom logic to display the Progress Indicator/dialog in the CRM, and then use this web resource in order to show the Progress Indicator.

Now with the release of Dynamics 365 v9.0, we can display the Progress Indicator/dialog by using out of the box “showProgressIndicator” function of XRM.Utility namespace, the syntax of the function is as given below.

Xrm.Utility.showProgressIndicator(message);

Where,

message: Is a required argument of type string, message contains the string value which is displayed while showing the Progress Indicator.

Example: Xrm.Utility.showProgressIndicator(“Processing Record”);

We used this function in our JavaScript and the working of this function is cool as seen in the below screenshot.

Open Progress Indicator using Xrm.Utility in Dynamics 365 v9.0

Note: In order to closed the above Progress Indicator we would need to call Xrm.Utility.closeProgressIndicator() of Xrm.Utility namespace.

closeProgressIndicator() function don’t have any input argument, and if there is any Progress Indicator is displayed using showProgressIndicator(arg) function, then closeProgressIndicator() closes the progress indicator otherwise closeProgressIndicator() do nothing.

So whenever a user needs to close the Progress Indicator user can use closeProgressIndicator() function.

Conclusion:

Now user can display the Progress Indicator by using out of the box function “showProgressIndicator(arg)” in Dynamics 365 v9.0.

Export Dynamics CRM Reports

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Fixed – “Unable To Load Plug-in Assembly” Error in Dynamics 365

Introduction:

Recently we had a business requirement where we created plug-ins and asynchronous workflows for ON-Premise CRM and in the plug-ins, we used some third party dll like Newtonsoft.Json.dll. But when we tried to register the plug-ins using ILMerge approach, the third party dlls did not get merged with plugin dll and other required dlls. So we have no option other than registering the plugins on “Disk” Mode.

However, it was working fine in Dev environment.

Also, when we moved it to the Production following the same steps as we did for Dev, the plug-ins were working fine when they were triggered on their respective events. But when Asynchronous workflows on the same entity (as of Plugins) were fired it started failing with error as shown in the below screenshot.

Unable To Load Plug-in Assembly" Error in Dynamics 365

At first, we were not able to understand the reason why such error was occurring in the workflow as we correctly registered all plugins and it was working fine on individual events of the plugins like an update of an entity.

Then after some research and play around we found that the only difference was that the Production environment was distributed to multiple servers i.e. Dynamics CRM was installed on one server and SQL in other. So was their Frontend server and Backend servers which were hosted on different machines.

Whereas in Dev environment, all the services were installed on one machine where the CRM was installed. Also, the plugins were registered on disk there too. So for Dev CRM, we had copied our Plug-in dll file and other dependent .dll files in the following path below

C:\Program Files\Microsoft Dynamics CRM\Server\bin\assembly

on the machine where CRM was installed and as well as CRM services were running and SQL Server was present.

So during deployment to PROD, we copied our .dll files in the same path of the machine which was Application server where ONLY CRM was installed. And as mentioned earlier, due to the distributed server setup, their SQL server was at one machine and CRM services were running at Back End Server machine. At first, we only copied our dll files in Application server machine in the same path as above and registered the plug-ins and its steps in Application server machine.

But we faced the issue from asynchronous workflows in Production Environment as explained above.

Later after some research, we found that as CRM is distributed on multiple servers so we will need to copy the dlls in Back End Server machine too where CRM services were running. So we first copied dll files to the path mentioned above in the machine where CRM is installed, which is Application Server. And then repeated the same task as above i.e copied the plug-in dll and dependent other dlls in the path of the machine where CRM services are present, which is Back End Server in our case. And then we registered the plug-in the CRM installed machine.

Woah! It worked and resolved our issue.

 If you try to copy the dlls in the CRM services installed machine AFTER registering the plugin, then the issue will still be there. In such cases, you may need to do an IISRESET

(Note: I didn’t do it as it was a Production environmentJ)

 So the safe option is to make sure you copy dlls in both servers first and then register plug-in.

NOTE: If there’s no “assembly” folder in the bin folder of Server folder of Microsoft Dynamics CRM in the machine were CRM services are installed, then create one and copy dlls.

Hope this Helps!

Copy_clone Dynamics 365_CRM Records

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Announcing Maplytics release for Dynamics 365 v9.0 and the new app for mobile & Tablets

Microsoft Dynamics 365 v9.0 brings some of the most awaited UX enhancements, extensibility, and app platform enhancements and the new Unified Interface framework that not only makes the application faster but also improves the user experience across devices.

We have been working on a comprehensive Maplytics solution for Dynamics 365 v9.0, and we are excited to announce the Maplytics release for v9.0.

With this release, our core focus was to utilize the Unified Interface framework and the capabilities it opened up for mobile and tablet client. Yes, Maplytics, your favorite Maps Integration with Dynamics CRM now supports the cool new Dynamics 365 v9 and also works within its new mobile and tablet app.

Announcing Maplytics release for Dynamics 365 v9.0 and the new app for mobile & Tablets

The v9.0 release brought some much needed unified interface refresh for the Dynamics 365 App for Phones and Tablets, and we are pleased to inform users that Maplytics is now available on Mobile/Tablet devices as well. Organizations can now utilize the location-based business insights from their Dynamics CRM data anywhere & anytime across multiple devices!

We have received a lot of inquiries about the mobile capabilities, and one of the most asked questions was to find nearby customers around the current GPS location of the mobile device. Manually entering the current location on the small screens of mobile devices when they were on the field was cumbersome for users and most of the time users didn’t even know the exact address!

With this new release, Maplytics simplifies the process of finding the user’s current location (GPS location). Now users just need to click on the current location button, and Maplytics will locate the current GPS location of the user and allow them to perform Radius Search right on their mobile devices!

Announcing Maplytics release for Dynamics 365 v9.0 and the new app for mobile & Tablets

You don’t need another app, Maplytics work within the new Dynamics 365 App for Phones and Tablets. The user just needs to add Maplytics Dashboards to their existing App on the Dynamics 365 UCI framework.

To access Maplytics from Dynamics CRM App, Choose CRM Hub > Dashboard > Maplytics Detail Map.

Get started with Maplytics and be productive on the go! Download your free trial for Dynamics 365 Customer Engagement v9.0 today!

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New Actions buttons on Dashboard Records in Dynamics 365 v9.0 Mobile & Tablet App

Introduction:

Recently while working on Dynamics 365 v9.0 Mobile & Tablet App we found new action buttons on dashboard records which can be a benefit for Dynamics 365 user. So in this blog we will discuss about new action buttons in Dynamics 365 v9.0 Mobile & Table Client, which allows user to Qualify Lead and Close the Opportunity as Won or Lost on dashboard itself.

Qualify lead on Dashboard:

As you can see in the below screenshot, Earlier in v8.0 there was no provision in Dynamics 365 Mobile & Tablet App to qualify the lead on dashboard.

New Actions buttons on Dashboard Records in Dynamics 365 v9.0 Mobile & Tablet App

This is possible in v9.0. To achieve this, login to Dynamics 365 App on mobile or tablet. After logging into the App you will see the home page with dashboard (by default) as seen in the screenshot below:

New Actions buttons on Dashboard Records in Dynamics 365 v9.0 Mobile & Tablet App

Navigate to Open Leads grid on dashboard and select the record by clicking on “…” icon i.e. the more options. The following options are displayed:

New Actions buttons on Dashboard Records in Dynamics 365 v9.0 Mobile & Tablet App

We will see the new option is added with name “Qualify” as shown in above screenshot.

Here, we will qualify the Lead “Alex Wu” by clicking on Qualify option.

In the background, Lead gets qualified and converted to Opportunity and is no more available in the Open Lead grid as seen in the below screenshot:

New Actions buttons on Dashboard Records in Dynamics 365 v9.0 Mobile & Tablet App

Close Opportunity as Won or Lost through Dashboard:

Similarly, User can Close opportunity as Won or Lost on dashboard itself.

Earlier in v8.0 there was no option available in Dynamics 365 Mobile/Tablet App to Close the Opportunity as Won or Lost on dashboard as seen in below screenshot:

New Actions buttons on Dashboard Records in Dynamics 365 v9.0 Mobile & Tablet App

This is now possible in Dynamics 365 v9.0 mobile & Tablet Client, for this Navigate to the Open Opportunity grid on Dashboard as below:

New Actions buttons on Dashboard Records in Dynamics 365 v9.0 Mobile & Tablet App

Now here, we will select the Opportunity that is created when we qualified the Lead “Alex Wu”. To Close the opportunity click on “…” icon i.e. the more options. The two new options i.e. Close as Lost and Close as Won options are displayed along with the existing options as shown in below screenshot:

New Actions buttons on Dashboard Records in Dynamics 365 v9.0 Mobile & Tablet App

On Click of “Close as Won” option the Close opportunity window will appear as below:

New Actions buttons on Dashboard Records in Dynamics 365 v9.0 Mobile & Tablet App

Verify the auto populated details and click on “OK”.

The opportunity will get closed as won and will no longer be available in the open opportunity grid on dashboard as seen below:New Actions buttons on Dashboard Records in Dynamics 365 v9.0 Mobile & Tablet App

Similarly, the opportunity can be Closed as Lost by selecting the Close as Lost Option.

Here, I will select another open opportunity “Audio Equipment” and select “Close as Lost” option by clicking on “…” icon i.e. More options.

New Actions buttons on Dashboard Records in Dynamics 365 v9.0 Mobile & Tablet App

On Click of “Close as Lost” option, Close Opportunity window will appear as below:

New Actions buttons on Dashboard Records in Dynamics 365 v9.0 Mobile & Tablet App

Select the appropriate Status reason and verify the auto populated details and Click on “OK”.

The opportunity will get closed as Lost and will no longer be available in the open opportunity grid on dashboard as seen below:

New Actions buttons on Dashboard Records in Dynamics 365 v9.0 Mobile & Tablet App

Similarly, for Case entity the new actions available in Dynamics 365 Mobile & Tablet App are as follows:

1. Do not decrement entitlement terms

2. Apply routing rule

3. Cancel Case

4. Resolve Case

Conclusion:

The new action buttons in Dynamics 365 v9.0 Mobile & Tablet App allows user to Qualify Lead and Close the Opportunity as Won or Lost and also Cancel and Resolve case on dashboard and made it possible to store the new records in Dynamics 365 with the appropriate status of the leads, Opportunities and Case.

Microsoft Dynamics CRM and QuickBooks Integration

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Innovation in Dynamics 365 Customer Engagement starts with you at Inogic

Yes. Innovation starts with you at Inogic. It’s our Partners, Customers, and Community which keeps us motivated in our vision to bring new innovative solutions and innovation in our solutions as per your business needs, your own future vision. “You just read my mind” these are some of the golden words which drives this innovation. Our Dynamics CRM/365 solutions list may still be the same but we have been continuously evolving them with new features, new user interface yes we all love the new Dynamics 365 v9.0. It’s also about quality, our flagship solution Maplytics becomes one of the first geo-analytical mapping solution to be certified for Microsoft Dynamics (CfMD) by meeting Microsoft Corp.’s highest standard for partner-developed software and all these solutions are now on Microsoft AppSource which in itself is a revolution to get the best of quality Dynamics 365 Apps for your business. We have been working on this and newer technologies so whenever you need us for anything in Dynamics CRM be it integration, migration, developing we are there for you.

Innovation in Dynamics 365 Customer Engagement starts with you at Inogic

Let’s walk through on some benefits how these Dynamics 365 Apps help your business transform:

Maplytics™ – Locational Intelligence Simplified:

Maplytics for your Dynamics CRM is not just about geolocation data which gives you a Location Map of your customers. It’s a mini-crm in itself, which helps you find customers depending on your exact business requirement. Generate more leads by adding businesses from the map itself. Plan Marketing campaigns, Setup appointments, reach them in the most optimized way and see your business grow. It also has a unique territory management approach, dashboards and heat maps to give you a stronger control of your business.

There’s much more…download your free trial from our Website or AppSource to see how Maps in Dynamics CRM using Maplytics is adding value to your CRM Data and help you manage the complete process of converting your existing customers into new opportunities.

InoLink – QuickBooks & Dynamics 365 Integration:

InoLink is a bi-directional integration solution that seamlessly integrates Microsoft Dynamics 365 Customer Engagement/CRM and Intuit QuickBooks.

Download a Free Trial from our Website if you would like these features for your business:

1. 360 degree view of complete Customer Accounting details within Dynamics CRM

2. Promote Quote/Invoice from Dynamics 365 to QuickBooks

3. Perform Sales Tax calculation for Quotes, Orders, and Invoices in CRM

4. Avoid data duplication by linking existing Accounts/Contacts/Products in Dynamics CRM & QuickBooks

5. Sync Customer Aging details, Sales Transactions, & Payment information from QuickBooks to Dynamics CRM

Click2Clone – Copy Dynamics 365 records in a single click:

Click2Clone is a productivity add-on for Dynamics 365 Customer Engagement/CRM that helps you to clone records in just one click.

Why Click2Clone?

1. Simplify the process of creating new records

2. Clone Dynamics 365 system as well as custom entities

3. Significantly reduce the time spent on redundant data entry

4. Carry over related records from 1:N & N:N relationships

Click2Export – Export & email Dynamics 365 reports in a single click:

Click2Export is a productivity add-on for Dynamics 365 that helps you to export Dynamics CRM reports to widely used file formats like PDF, Excel or Word in a single click and further attach to an email or note.

Here is why you Dynamics CRM users prefer to use Click2Export to Export reports in Dynamics CRM:

1. Export any Dynamics 365 reports in PDF, MS Word or MS Excel in a single click

2. Exported reports can be attached to an email or note or simply downloaded for offline use

3. Support for bulk exporting of Dynamics CRM reports

4. User can decide whether to export combined report for all records or one report per record

User Adoption Monitor – Monitor user adoption of Dynamics 365:

User Adoption Monitor is a productivity add-on designed to improve the user adoption of Dynamics 365 by tracking and reviewing the actions performed by users in Dynamics CRM.

Why User Adoption Monitor for your Dynamics CRM:

1. Improve user adoption of Dynamics CRM by tracking daily usage

2. Track OOB and Custom entities in Dynamics CRM

3. Track usage of Dynamics CRM on Daily, Weekly or Monthly basis

4. Better visualization with Leaderboard and Performance Dashboards

If improving your business productivity is on your wish list for this year then contact us on crm@inogic.com for more information about Inogic’s productivity add-ons.

Again, we wish you all a Happy New Year and assure you of our commitment to developing innovative Dynamics 365 Apps to fill in the gaps for transformation to the next level.

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