Tag Archives: Display

Quotes: How to Display an Image Stored in Dynamics 365 on an SSRS Report

Quotes 300x225 Quotes: How to Display an Image Stored in Dynamics 365 on an SSRS Report

Many organizations use Dynamics 365 for creating Quotes and providing an emailed or hard copy document to their customers. Dynamics 365 has a robust Quoting functionality that is out of the box, but some organizations may want a tailored document that meets their unique needs and the needs of their customers. This is where SQL Server Reporting Services (SSRS) comes in! SSRS allows the creation of reports that can be generated from Dynamics 365 data using Fetch XML or SQL queries.

In this blog post, we will cover a requirement to display the Quote owner’s signature on the Quote document. Fortunately, this can be done using SSRS and notes/attachments in Dynamics 365. There are many resources online for using SSRS and Dynamics 365 together, so that will not be covered in this post.

Step 1:

Create an entity in Dynamics 365 enabled for Notes that has a relationship to the Quote entity or an entity related to the Quote. This entity will store the user’s signature and show whose signature it is. To store who the signature is for, you can use the Owner field or create a new lookup field to the User entity. In the below screenshot, we use a new custom lookup field, po_userid.

020618 1403 QuotesHowto1 Quotes: How to Display an Image Stored in Dynamics 365 on an SSRS Report

In the example above, the entity used to store signature information is called “Report Localizations.” We have an additional option set field to identify that this record is for storing a User’s signature.

Step 2:

On your existing SSRS report, add a new dataset with FetchXML that queries this entity.

 

   

   

     

    </filter>

   

     

       

           

       </link-entity>

     </link-entity>

    </link-entity>

  </entity>

The above example passes in the quoteid parameter of this example report. From the Quote entity, it links to the User entity through the Owner field on the Quote. From User, it links to the Report Localization entity and finally to the Annotation (Note) entity where the image lives.

Step 3:

Add an Image control to your report. The Name and ToolTip can be whatever you like. The Image source should be “Database” and the MIME Type should be the file type of whatever image you added as an attachment. The expression should be similar to:

=Lookup(“Image_UserSIgnature”,Fields!l_po_label.Value,Fields!aa-documentbody.Value, “LocalizationImages”)

This expression will lookup Report Localization records with the Label = ImageUserSignature then display the attached image file.

Voila! Looking for more Dynamics 365 related tips and tricks? Be sure to subscribe to our blog!

Happy Dynamics 365’ing!

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PowerObjects- Bringing Focus to Dynamics CRM

How to display a symbol or short expression inside a circle?

 How to display a symbol or short expression inside a circle?

I need some fast way of putting insets on the graph, where some numbers or symbols are enclosed in a circle (to label curves on a plot). Is there some command to produce such pictures, equivalent to Frame["a"], only with a circular frame?

4 Answers

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Recent Questions – Mathematica Stack Exchange

Hide / Display Text in CRM “Word Templates”

Hide / Display text in CRM “Word Templates”

Microsoft introduced the CRM Word Templates feature, in Dynamics CRM version 2016. Using Word Templates, users can insert fields from CRM records in a Word document. The feature stops here.
With Dynamics PDF-Docs (click here to download trial version) users can, in one click, PDF the generated Word Document, attach it to Notes, Email or upload the document to SharePoint location or add documents from SharePoint as attachments to Email workflow, together with the PDF generated with Word Template.

What if you need these features, not available with CRM “Word Templates”?

  1. Keeping rich text formatted fields in CRM, after they are inserted to the document. In current version of Word Templates, formatting is lost in the document, and comes up as one long line of text.
  2. Your document requires logical operations like hide or display text based on the content of a field in CRM record. As an example, you wish to hide / Display the table header “Discount” for invoices, quotes and similar documents, generated for clients not entitled for discount.

OR you need the feature of inserting fields from CRM records into Word document, and the CRM version installed on your server is previous to 2016 release?

Well before Microsoft released version 2016, Dynamics Objects developed “Dynamics Docs” to perform these much needed functionalities, for all CRM versions. (Dynamics Docs, can be downloaded here).

Same as with Dynamics PDF-Docs, with one click you can PDF the generated documents, attach the PDF file to Notes, Email and upload the document to SharePoint or attach documents from SharePoint to Email workflow

Returning to our topic, the issue with Rich Text was explained and resolved in previous  post:

http://www.crmsoftwareblog.com/2017/06/rich-text-word-templates-issue-resolved-dynamics-docs/

In this post I will show how text can be hidden or displayed, based on selected option in the CRM record. Consider a letter, sent from the local library, which only one of the 2 below, mutually exclusive lines (in bold letters), can be displayed:
======================================================

Dear <>

Thank you for your Email received yesterday.

I wish to confirm the following:

Your current borrowing entitlements are <> books per month

Your video entitlements are <

If the above is incorrect, don’t hesitate contacting me

=======================================================

Words between << and >> symbols, are placeholders and are automatically replaced with the field content they are linked to. We wish to display one of the above lines, based on the selected option either Books or Videos of the Type field of the entity.

First step is to create the document text as variable, by making it a placeholder. As spaces are not allowed in placeholder, and still keep the variable name easily recognized, we use exact same text, but without spaces:

<> <> <>

<> <

After importing the Word document with all variables set as placeholders, click the Add Fields to Template. In this example we demonstrate the hide/ display of the first line, the second line setting is very similar to the first one.

Select the Merge Tag:  <> the related entity is Library and the condition is on the option selected in the Type attribute.

Insert Expression. If Books=Books then the Special Text = Your current borrowing entitlements are

Otherwise = blank

expression1 Hide / Display Text in CRM “Word Templates”

Similar condition applies to the placeholder <>

Select the Merge Tag:  <> the related entity is Library and the condition is on the option selected in the Type attribute.

Insert Expression. If Books=Books then the Special Text = books per month

Otherwise = blank

expression2 Hide / Display Text in CRM “Word Templates”

Don’t forget that the <> placeholder is a number and you need to add condition to hide it as well. The expression is:

If Type=books then Books (the attribute Books of the entity) Otherwise=Blank

expression3 Hide / Display Text in CRM “Word Templates”

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CRM Software Blog | Dynamics 365

How to force equation display in dislayed-equation format, not inline format?

 How to force equation display in dislayed equation format, not inline format?

This has been asked in various forms before, but I have not seen a satisfactory answer to the question: In many, many cases one wants mathematical expressions represented in the form of a regular array similar to LaTeX constructs such as eqnarray or simply array, while keeping the expressions formatted the way they would be if they were stand-alone expressions in a displayed equation.

In LaTeX one can force this form simply by issuing a \displaystyle directive. Is there any way to achieve this in Mathematica, in a manageable way? I have my options set to disallow scriptlevel changes already, which helps with inline expressions, but it does nothing for expressions that are part of an array of expressions, for reasons that are mysterious to me. Thus I have found myself desperate enough to sometimes edit raw box expressions to get what I want, but Mathematica’s syntax for this is a nightmare. Half the time I end up with a severely broken expression after attempts like that, and I’m forced to start over.

So, what I am looking for is some sort of function that I could apply to an expression shown in TraditionalForm say, and possibly then invoke to be evaluated in-place. Is this possible? Or should I simply give up on the idea of doing any kind of serious mathematical typesetting within Mathematica?

P.S.: I have seen the suggestions in this post, which do help in creating equation arrays, but the issue is that the expressions in each of the array cells get displayed like inline expressions (with small operators, sub/superscripts squeezed in to the right of the operators, etc.).

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Display grayscale image as 3d plot

How to build 3d plot of grayscale image where x,y – pixel coordinates, z – pixel intensity?

RJs60 Display grayscale image as 3d plot

I tried ListPlot3D[ImageData[image]], but ImageData gives just intensities. I suppose a possible solution would be transorming image to (x-coord, y-coord, intensity) and passing this as an agrument to ListPlot3D.

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Rwanda: Mobile and Digital Strategies on Display

 Rwanda: Mobile and Digital Strategies on Display
Northern Rwanda Farms
hippo roller black blue Rwanda: Mobile and Digital Strategies on Display

I left Rwanda pondering how hard it is to live as a rural farmer.  I was impressed by the skills, ingenuity and innovation I witnessed just to feed, educate and house a family on the sides of these breath-taking mountains.  Mountains, mountains everywhere!

More on Rwanda’s Development

************************************************************************

Kevin Benedict
Senior Analyst, Center for the Future of Work, Cognizant Writer, Speaker and World Traveler
View my profile on LinkedIn
Follow me on Twitter @krbenedict
Subscribe to Kevin’sYouTube Channel
Join the Linkedin Group Strategic Enterprise Mobility
Join the Google+ Community Mobile Enterprise Strategies


***Full Disclosure: These are my personal opinions. No company is silly enough to claim them. I am a mobility and digital transformation analyst, consultant and writer. I work with and have worked with many of the companies mentioned in my articles.

Rwanda: Mobile and Digital Strategies on Display

 Rwanda: Mobile and Digital Strategies on Display
Northern Rwanda Farms
hippo roller black blue Rwanda: Mobile and Digital Strategies on Display

I left Rwanda pondering how hard it is to live as a rural farmer.  I was impressed by the skills, ingenuity and innovation I witnessed just to feed, educate and house a family on the sides of these breath-taking mountains.  Mountains, mountains everywhere!

More on Rwanda’s Development

************************************************************************

Kevin Benedict
Senior Analyst, Center for the Future of Work, Cognizant Writer, Speaker and World Traveler
View my profile on LinkedIn
Follow me on Twitter @krbenedict
Subscribe to Kevin’sYouTube Channel
Join the Linkedin Group Strategic Enterprise Mobility
Join the Google+ Community Mobile Enterprise Strategies


***Full Disclosure: These are my personal opinions. No company is silly enough to claim them. I am a mobility and digital transformation analyst, consultant and writer. I work with and have worked with many of the companies mentioned in my articles.

LG V20 announced: Removable battery, microSD, and secondary display make it an enterprise contender

lg v20 LG V20 announced: Removable battery, microSD, and secondary display make it an enterprise contender(Image: LG)

After the Galaxy Note 7 recall due to battery failures, LG’s continued strategy of utilizing removable batteries looks to be a safe one for enterprise customers. The LG V20 was fully revealed tonight in San Francisco and brings a lot to the table.

Solving Security Headaches: Display Rules Based on Security Roles

Some organizations need to allow certain users to access buttons on the Ribbon or Command Bar, while allowing others to utilize them based on the users’ security privileges. If you think this cannot be done, good news! It can! There are a few different ways to accomplish this functionality, and

Read More

 Solving Security Headaches: Display Rules Based on Security Roles

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PowerObjects- Bringing Focus to Dynamics CRM

Apple Sets Up New Lab In Taiwan For Display Technology Research

Apple has established a new production lab in Taiwan which focuses on the research and development of new display technologies.

The new lab is reportedly located in the building where Qualcomm developed its Mirasol display technology.

So far, Apple has reportedly hired at least 50 employees to develop a thinner, brighter, and more efficient LCD screen. In addition, Apple reportedly poached Taiwanese local employees from Qualcomm and AU Optronics Corporation.

Apple also hopes to enter the OLED display technology sector. Apple Watch is the company’s first product using an OLED display, while other products still primarily rely on LCD displays.

An OLED display does not need a backlight, so it allows the screen to be thinner compared with LCDs and more easily bent.

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