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Helllo How is your English? – Wery well

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Sometimes we make spelling mistakes when writing in English (some of us even more than sometimes – for example me). It is normal since for most of us is not the mother language. But in the modern world...(read more)

Microsoft Announces New Retail Product Innovations in January 2020

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Microsoft announced several new retail product innovations for business applications that were showcased at the National Retail Federation (NRF) Big Show Jan. 12-14th in NYC. Microsoft continues to empower...(read more)

Microsoft Announces New Retail Product Innovations in January 2020

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Microsoft announced several new retail product innovations for business applications that were showcased at the National Retail Federation (NRF) Big Show Jan. 12-14th in NYC. Microsoft continues to empower retailers to take control of their own digital evolution through new first-party innovation across various lines of business, check out the updates below:

Public preview of new capabilities for D365 Fraud Protection - Loss Prevention and Account Protection: Loss Prevention will help reduce fraud in brick and mortar stores. Account Protection will help detect account creation fraud and account takeover fraud.

Dynamics 365 Commerce GA on 2/3: A multi-channel solution that unifies retailers’ back-office, in-store, call center and e-commerce experiences to help retailers embrace the concept of commerce anywhere.

Upcoming public preview of Dynamics 365 Connected Store: A new application that provides insight into the retail space, helping physical retailers understand and improve the in-store experience by analyzing disparate data from video cameras and IoT sensors to providing real-time and predictive insights that help store managers and employees make better decisions.

Further, Microsoft announced some additional innovations across its commercial business, including:

Microsoft Promote IQ: An end-to-end commerce marketing platform that helps retailers enable their brand partners with a more powerful marketing technology to natively promote products to in-market shoppers.

Microsoft Bing for Commerce: An intelligent AI-driven solution for product search, personalization and product recommendations that gives retailers the power to meet today’s shopper expectations and grow revenue through more relevant and customized results that drive conversion.

• Azure IoT Central Micro Fulfilment Center template: Helps retailers more easily optimize their fulfilment processes through a managed service that includes everything a retailer needs to get started today.

Microsoft Teams: New features such as task targeting, publishing and reporting, new workforce management integrations to streamline shift management and a new feature that extends the range of traditional walkie talkie communication and streamlines licensing and provisioning for retailers’ IT staff.

For more information on these announcements, check out the Dynamics 365 and Official Microsoft Blogs. Please don’t hesitate to reach out with questions.

Looking for a Microsoft Dynamics ERP Partner that specializes in retail? Visit our Industry Directory.
Recommended Partners: Western Computer, Synoptek, Sunrise Technologies, CAL Business Solutions.

By ERP Software Blog Writers, www.erpsoftwareblog.com

Cumulative Update Summary January 2020

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Cumulative Update includes all application and platform hotfixes and regulatory features that have been released for Microsoft Dynamics NAV. Microsoft Business Central Wave 2:- BUSINESS CENTRAL Wave 2 Microsoft Dynamics NAV 2018... Read the full text.

Store hours | D365 for Retail | Short blog

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Hi Guys, This is going to be a very short blog and I would like to show you a very nice Retail function – Store Hours . Sometimes it is very important to display the store working hours to the customer...(read more)

MRP master planning not working in Microsoft Dynamics 365 Finance and Operations

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MRP master planning not working in Microsoft Dynamics 365 Finance and Operations When it is noticed, MRP batch job is executing since 5 hours and not completed then check if MRP genera...(read more)

Very simple PCF Control to show Gravatar

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The Gravatar or globally recognised avatar is basically an image associated to our email id, which appears besides our comments, blogs posts, sites etc. https://en.gravatar.com/site/implement/ To request...(read more)

VSCode & Snippets

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I did a poll recently during one of my sessions – and I was surprised that about half of the people don’t regularly use “snippets” in VSCode.. .

Well, some of you probably know that I’m a big fan of snippets.  Whoever has joined one of my sessions of the last couple of years where I was talking about VSCode, or was working with VSCode .. most probably, I was talking about, showing or using snippets.

Honestly, I can’t live my life in VSCode without snippets.  It would be so much less efficient .. .  VSCode wouldn’t be much more than a notepad that is hooked up with Source Control in that case.

Back in 2017, I even spent quite some time in my session on NAVTechDays about snippets.  I’ll share the session at the end of this post…

How to manually create snippets?

I would be able to explain you how to manually create snippets – but I won’t.  Because it is actually already beautifully explained on the documentation section of VSCode here: https://code.visualstudio.com/docs/editor/userdefinedsnippets

Basically, user defined snippets …:

  • … is a json-file somewhere on your roaming profile
  • … have a specific syntax, which makes you give a description, a prefix, a body, … and for defining placeholders, including multi-cursor placeholders
  • … can use variables, like the filename, date or your clipboard, which make it possible to create very “generic” snippets.

All you need to know is on the page mentioned above, and you’ll get going with snippets in no time, I promise you!

My snippets

There is more :-).  I have been creating lots of snippets in my extension.  I admit, I copied Microsoft’s snippets and improved them – but I also have created lots of new snippets.  Ones that I use a lot in terms of “design patterns”, but also for implementing code that I’m not used to, and don’t want to forget (like the assisted setup).  If you install my “CRS AL Language Extension”, you’ll recognise my snippets with “waldo” in the suffix:

And yes, if you don’t want to work with my snippets, you can disable them by a simple setting:

"CRS.DisableCRSSnippets": true

(if you might wonder, you can disable Microsoft’s snippets as well ;-)).

Tools that can help you to create snippets

I recently was pointed to this tool: https://snippet-generator.app/ .  When you are creating your VSCode snippets, simply paste the text that you want to convert to a snippet to this tool, and you immediately get it converted to a JSON representation for a VSCode snippet.  I tremendously speeds up the creating of a snippets from minutes to seconds ;-).

On the other hand, there is another tool that you can install in VSCode: the snippet-creator.  It basically gives you a command that will convert your selected text into a user-snippet of the language of your choice:

Whatever you prefer –  both work very nice :-).

Some questions I get a lot

Where are snippets stored?

The user-defined snippets that you create,  are stored here:
%USERPROFILE%\AppData\Roaming\Code\User\snippets.

The snippets that come from an extension, are stored here:
%USERPROFILE%\.vscode\extensions\<extensionname>\snippets

Can I disable snippets?

Well, no.  You can’t in any decent way (that I know of) disable snippets.  I know I was talking about a setting in my extension, and yes, that’s a way, but it’s not a decent way ;-). 

In fact, what I do in that extension, is simply rename the “snippets” folder to “snippets-disabled”.  That way, the extension is not able to find the snippets, and won’t show them anymore.  The downside of this is that it will give errors in the background because it’s not able to find the snippets anymore, like:

It’s not really noticeable, but they are there… .

Can I change snippets?

Well, no again.  To be fair: you CAN change a snippet in the extension folder, but do know that when the extension is updated, it basically is going to overwrite the snippets … and you lost your modification.  So in my opinion, that’s not an option.

That was it!  Hope you’re into snippets and this blogpost was completely useless.  If not, at least I hope this got you triggered a bit ;-)!  The only thing left for me is to share the NAVTechDays session I was talking about earlier:


D365 Finance and operations Cloud offering

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Every cloud implementation of D365 Finance and operations offers three types of environments.

Tier-1 environment: Tier 1 environments include Develop and test boxes. As a standard MS provides one develop/test instance for the duration of the subscription. This instance is a non-production single-box instance and can be used for Development OR Unit testing OR an automated build environments. Customer can purchase additional develop/test instances separately as an optional add-on. Provisioning for Tier-1 occurs When the Design phase starts. The provisioning process requires that Microsoft Azure DevOps be configured.

Tier-2 environment: Tier 2 environments includes a Standard Acceptance Testing (SAT) Or User acceptance testing (UAT). As subscription plan One Standard Acceptance Testing (UAT) instance is provided for the duration of the subscription. This instance is a non-production multi-box instance which  can be use for UAT, integration testing, and training. Customer can purchase additional sandbox/staging instances separately as an optional add-on. Provisioning for Tier-2 occurs During on-boarding with the Microsoft FastTrack team.

Production environment– One production instance is provided per tenant. The production multi-box instance includes disaster recovery and high availability. It will be provisioned when the implementation approaches the operate phase, after the required activities in the LCS methodology and a successful go-live assessment are completed. There is no option to buy another environment this category. Provisioning for production environments occurs at the time of production system readiness phase. A production deployment request must be submitted in LCS. Deployment is done through the Dynamics Service Engineering (DSE) team within two business days.

Additionally, the following file storage and database storage are included:
File storage - Every customer receives 100 GB of file/Azure blob cloud storage for files and binary data. Additional file/blob storage can be purchased.

Database storage - Every Finance and Operations apps subscription includes 10 GB of Azure SQL Database storage per customer at no additional charge. Additional storage capacity is provided at no charge as an organization increases the number of user and device service licenses.

Difference between Tier-1 vs. Tier-2 and higher
Tier-1
Tier-2 and higher
Single-box environment
Multi-box environment
All components are installed on the same server, a Virtual Machine. These components include Application Object Server (AOS), the database, Dynamics 365 Retail, and Management Reporter. These components include Application Object Server (AOS), the database, Dynamics 365 Retail, and Management Reporter.
Components are installed on multiple cloud services, and typically include more than one Application Object Server (AOS).
Microsoft SQL Server is used.
Azure SQL Database is used.
The architecture differs from the architecture of the production environment to maximize efficiency and cost of the development team.
The architecture is the same as the architecture of the production environment, even though this type of environment has a different sizing and isn't enabled for disaster recovery.
The environment can be deployed in various ways. For example, it can be deployed as an add-on, it can be cloud-hosted, or it can be deployed as an environment image (VHD).
The environment can be deployed only as a standard environment or an add-on environment. It can't be cloud-hosted.
The environment isn't suitable for UAT or performance testing.
The environment is suitable for UAT and performance testing.


-Harry Follow us on Facebook to keep in rhythm with us. https:fb.com/theaxapta

PS: This post refers to Microsoft Doc website. 

Best resources to start with Power Apps Code Component (PCF)

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There are so many outstanding blogs, videos out there for learning PCF, below my favourite resources for someone who is just starting with development of Power Apps custom code components https://debajmecrm...(read more)

How to: Send PDF File to Multipart/Form Data Web Services in Dynamics NAV

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This Post will be based on NAV 2018 but it should be working as well in Business Central, you just need to change from using Http Web Request Mgt. to HttpClient. The sample will be using Telegram API and this post will be part of article “Dynamics NAV...(read more)

Microsoft Ignite The Tour (2020): London

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Well, firstly this isn’t about Omnichannel. Or any specific deep dive into technology. What is IS about is the first time I’ve gone to a Microsoft conference/exhibition. And it was amazingly awesomely wonderful. Having seen several other write...(read more)

Let me know when you’re done so I can start

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Version Française disponible ici In projects with multi-disciplinary teams, it is well known that a good division of all tasks is essential. This makes it possible to understand what needs to be implemented...(read more)

Microsoft Learn Handbook: Considerations for case creation automation

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Image Courtesy of Microsoft Learn – Case Creation Automation

In the Microsoft Learn unit, “Considerations for case creation automation,” we continue to put our conceptual knowledge of Microsoft Dynamics 365 for Customer Service to work and apply it to our everyday processes.

This unit teaches us how to automate the case creation process to create more effective workflows and business process flows for customer service agents in our organization.


For specific customer service instances, many organizations prefer them to be automated. To make the automation process more efficient, they may mask cases with an alias until it is assigned to a particular rep, such as support@yourcompany.com.

The cases sent to the alias you designate should be automatically created in Microsoft Dynamics 365 for Custoemr Service and associated with the customer who sent the email once you set up automatic record creation. 


Microsoft Dynamics 365 Customer Service

To do so, follow these steps:

  1. Navigate to Settings > Service Management
  2. Create a rule by defining an activity source type for it
    • Out of the box, Microsoft Learn says that Microsoft Dynamics 365 for Customer Service offers its customers the following activities that can be automatically converted to cases:
      • Appointments
      • Campaign Resources
      • Emails
      • Faxes
      • Letters
      • Phone Calls
      • Service Activities
      • Tasks
      • Social Activities
      • (Microsoft notes that “custom activities that are created for an organization can also be converted by using the creation rules.”)
  3. Next, you will define a specific queue that the rule will monitor for items of that type
    • Microsoft reminds us that multiple rules may be defined for a single source type, such as email, but each rule can monitor in a different queue.
    • Another pro tip Microsoft shares is that while we can create multiple rules for a single source type, it’s still important that we only have one active rule for the same source type and queue at any time. (They provide a use case for this within the unit.)
  4. When the source type is set to Emails, additional conditions you may set include:
    • Create records for email from unknown senders…
    • Create case if a valid entitlement exists for the customer…
    • Create cases for activities associated with a resolved case…
  5. Once you define the specifics of your rule, you must save it before you can define the creation and update details. With email-to-case, for example, you may have three rule items for different customer levels that Microsoft defines within the unit.
  6. Each of the rules you define have different conditions and actions. Save the rules before moving on to conditions and actions to see what is available.
  7. Conditions, Microsoft reminds us, are “specific contents in the activity that’s being converted to a Dynamics 365 record, or in records that are related to it.”
  8. “Multiple items can be specified in a single condition, and condition items can be specified as either AND or OR conditions,” depending on the objectives of the business.
  9. Next, you will move on to Actions, which have two sections. The first lets you create new records, and Microsoft says is most often used in instances where a case should be created. You may update related information on an account record or start a workflow, for example.
  10. Microsoft reminds us that when records are created, we can dynamically fill in information on that record based on content from other records.
  11. Finally, once rules are applied, Microsoft Dynamics 365 for Customer Service begins to check items to see if they match the rule, and they are applied in the order you set within your ecosystem.

Dive into the details of this process when you begin the unit yourself here!


Within this module, we advance our journey forward with Microsoft Dynamics 365 for Customer Service and begin to apply the basics of what we’ve learned in other modules to work.

Get started with this educational lesson here.


If you would like more assistance getting started with Microsoft Dynamics 365 applications, reach out to our team. We’re happy to help you, whatever phase of the CRM journey you find yourself in.

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The post Microsoft Learn Handbook: Considerations for case creation automation appeared first on Ledgeview Partners.

Microsoft Dynamics Business Central Cumulative Update Summary For January 2020.

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Hi Readers,


Microsoft Have Released Cumulative Update for January 2020 for Business central 13 and 14.

Please find below the details of Cumulative Updates Released for Microsoft Business Central 13 and 14.


Below are the Links to Download the Latest Cumulative Update.

#MSDYN365BC13 ##MSDYN365BC14

Read Complete Article »

Add lookup fields in an editable grid using PowerApps

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Introduction: We had a requirement where we wanted to show the editable grid in power apps. The fields which are suppose to show are of string, decimal and lookup. Other data type was easy to display...(read more)

Add lookup fields in an editable grid using PowerApps

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Introduction:

We had a requirement where we wanted to show the editable grid in power apps. The fields which are suppose to show are of string, decimal and lookup. Other data type was easy to display but we find difficulties in showing the lookup value.

 

In this blog, we will learn how to add lookup fields(combo box) into the editable grid and also save it in Dynamics 365 CRM.

 

Steps:

1. Insert Gallery : 

  1. Insert a new gallery – Insert > Gallery > Blank Vertical
  2. Add Data Source to the Gallery
  3. Go to Properties > Click Data Source you want.

2. Add Combo Box input control in the PowerApps Grid.

    I have added 3 Combo Box input control inside the Grid, 2 text box, 1 is currency field in the data source and a Save icon.

3. For each Combo Box input box:

Item Property:

Set ComboBox.Item = Choices([@'Data Source'].<Field Name>)For eg: RoleComboBoxRP_1.Item = Choices([@'Role Prices'].Role)


DefaultSelectedItems property:

Set ComboBox.DefaultSelectedItems = ThisItem.<Field Name>For eg: RoleComboBoxRP_1.DefaultSelectedItems = ThisItem.Role

4. For each text input box:

Default property:

Set TextInput.Default = ThisItem.<Field Name>For eg: DescriptionRP_1.Default = ThisItem.Description

Note: Do not forget to set the<DefaultSelectedItems> properties or else the value wont be visible in the grid.

5. To Save the changed value into the Data source, set the Save Icon to the following:

OnChange property:Set SaveIcon.OnChangePatch(DataSource, ThisItem, {<fieldName>: TextInput.Text,<fieldName>:ComboBoxName.Selected,<fieldName>:Value(CurrencyTextInput.Text) })For eg: SaveRP_1.OnChangePatch([@'Role Prices'], ThisItem, {
Role : RoleComboBoxRP_1.Selected,'Resourcing Unit':ResourcingUnitComboBoxRP_1.Selected, Unit:UnitComboBoxRP_1.Selected,Description:DescriptionRP_1.Text,Price:Value(PriceRP_1.Text)})

6. The Output Screen.

7. The changed Lookup value.
If you click the Save Icon the changed values will be saved.

In this way we can change the Lookup values and also Save the changed value in the Dynamics 365 CRM.

Deleting Data Sources in Microsoft Customer Insights

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With Microsoft Customer Insights, you can now unify all your Customer data stored and managed across the whole business across multiple data sources into one unified Customer view.

This means that Contact information stored in Dynamics 365, as well as their related payment information (Invoices) stored within a payment platform such as Xero and Support Tickets that they have logged through a support platform such as Zendesk can all be combined into one unified Customer view.

You do this by setting up data sources within Customer Insights. A data source can be Contacts within Dynamics 365, Invoices in Xero and Support Tickets in Zendesk.

When creating my data sources, I noted that you need to be careful when setting them up as you cannot easily edit/delete them when unified into one profile. You might even have to reset your Environment entirely sometimes.

In this blog I will be discussing how to delete data sources within Customer Insights at the different stages of unification.
•    Deleting a newly created data source
•    Deleting a ‘Mapped’ data source
•    Deleting a ‘Matched’ data source
•    Resetting your Environment

Deleting a newly created data source:

Deleting a data source that you initially added via ‘Data Sources’ on the left-hand navigation bar under ‘Data’.

image

You can delete a data source via the ‘Actions’ ellipse on the right.

image

However, if it is the first and only data source added it will automatically be set within the ‘Map’ stage of Unification giving you the below error.

image

Deleting a ‘Mapped’ data source:

Deleting a data source that has already been mapped via ‘Unify’ on the left-hand navigation bar under ‘Data.

image

Select the entities you would like to edit or remove via ‘Select’.

image

image

After unticking required entities, save changes and proceed to delete the data source via ‘Data Sources’ on the left-hand navigation bar under ‘Data’.

Note that you cannot untick entities that have already been matched. More on this later.

image

image

Deleting a ‘Matched’ data source:

Once you have matched data sources you cannot untick them from the Map stage and are unable to edit/delete them.

For example, below I have matched my Dynamics 365 Account data source with my Zendesk Ticket data source.

image

And can no longer untick them during the map stage.

image

Note you can delete entities that are not the Primary or Secondary entity/ data source on the Match order. See the example below.

image

Resetting your Environment:

So, what do you do if you need to delete the Primary or Secondary entity/ data source?

You will need to reset your environment, you do this by selecting the ‘Settings cog’ on the top right-hand corner:

image

And selecting ‘Delete’ on the ellipse of the applicable Environment.

image

This will trigger a prompt advising you that this will remove all data and to type in the Environment name as precaution that you don’t accidentally delete all your data.

image

Once done you can setup a new Environment to redo the data sources as needed.

How to correct the wrong label ID appearance in address and contact information purposes

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Recently, there were some people experiencing some data issues in Microsoft Dynamics 365 Finance and Supply Chain Management. Instead of translated text, some label IDs, like @SYS90909, were showing up in the address and contact information purposes. Why can you have this wrong behavior and how to solve this? These questions are the reason for this post.

What is the issue?

When your user is setup to use another language than English (United States), the data in the table for address and contact information purposes can be incorrect like shown in the next screenshot.

In my case, I changed the default user language to Dutch to reproduce the issue. If you wonder why the labels on the forms are still in English, you have to read my next blog. I wanted to show the English labels for your understanding. There are various deployments and versions having this issue. I read a community question on the forum, but also colleagues reached out to me. Even I do have environments where this issue exists. However, it is unclear in what version or deployment it exists. It could be because of a wrong demo data set in various versions. Because there are environments new deployed with a certain version, but also environments upgraded, there is no definition which environments have this issue.

The question from several people is if it will be solved if the labels will be corrected in Visual Studio. The answer is ‘No’. As part of a new deployment, a new database will be setup with initial setup data. The data for the address and contact information purposes is inserted during the setup. At that time, the label IDs will be attempted to be resolved per language. As there is current data, new or changed labels, will not execute initialization jobs again.

I have checked the preview of version 10.0.8. A fresh deployment had the correct information. When I wanted to check the used labels, I found out that they have been replaced with new ones. So, instead of @SYS90909, now a label from the model Directory has been used. This looks like Microsoft is moving legacy SYS and SYP labels to the correct models. When exactly the label change was applied is unknown to me. I’m not in the mood to evaluate all different deployments.

At least, the good news is that the issue has been solved already for future deployments. So only your wrong data needs to be fixed.

How to correct data

Enough background information provided… Now you want to solve the issue in your environment. As mentioned above, an label change is not solving the data issue. You can go to the Address and contact information purposes form (Path: Organization administration > Global address book) and edit the information.

Click Edit to start correcting the data in the grid. You can also manage all languages via the button Translations.

When you change the Language field, you can see and correct the data for all languages used in your organization.

Is there a more easy way?

You will probably think that editing the language descriptions is a cumbersome method. It will take too much time and you might be unsure about the correct translations. In that case, I fully agree with you. Correcting one language manually would be possible, but the total translations for the address and contact information purposes has over 800 records.

For your convenience (and mine), I created a data package with the correct translations for these address and contact information purposes. You can find the package on my Dynamicspedia share (OneDrive). You may download this package and import it in your environment. If you open the zip-file you can check the contents to be sure it will only contain the translations. Additionally, my next disclaimer:

Attention: The use of the data package is at your own risk. The package only contains all address and contact information purposes with their translations based on the Contoso demo data set. If you deleted or changed purposes in your environment, check the contents first, as it will insert the standard purposes again. You can modify the records in the Excel sheet before importing the details. Ensure, you test it in a staging environment fist.

Import the data package

Navigate to the Data Management workspace and start an Import project. Provide a Group name and Description. Then click Add file to add the package and extract the package details.

When the file has been recognized, you can Close the dialog and click Import. The Execution form will be opened. You can wait and refresh the data until the process is completed. You can also continue working and check the end result later.

Now when the data package has been completed, you can check the result for your languages.

The post How to correct the wrong label ID appearance in address and contact information purposes appeared first on Dynamicspedia.

How to see Business Process Flows in UCI App

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Introduction In the recent times, Dynamics 365 CRM have undergone a complete UI overhaul. The new UI is called Unified Client Interface which is most commonly known as UCI. To be honest, the new UI...(read more)
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