Latest Blog for Microsoft Dynamic 365 Solutions | CloudFronts - Page 10

Unit Of Measure Issue in D365 Commerce (Retail)

Posted On March 5, 2020 by Rutvik Mehta Posted in

When a product can be sold, purchased or stored in more than one unit of measure, it’s important that you set up the correct unit of measure conversions. I recently came across an issue where the unit of measure conversions I created in HQ was not showing up on POS. As you can see in … Continue reading Unit Of Measure Issue in D365 Commerce (Retail)

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Customize Opportunity Close Dialogue Box

Go to Admin settings. Click on system settings After clicking on System settings, a popup opens, click sales tab as shown below. Select Yes in Customize close opportunity form and click ok, refer below image.

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Choose which All Records To Create While Qualifying Lead

Go to Admin settings Click on system setting After clicking on System settings, a popup opens, click sales tab as shown below. Now, select no for Qualified lead experience refer below image.

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New Office mobile app for Android and iOS

Separate versions of Word, Excel, and PowerPoint is already available on both iOS and Android. The new Office mobile app combines Word, Excel, and PowerPoint into a single app and introduces new mobile-centric features to make it your go-to productivity app on a phone. Microsoft has done a good job of combining all of the … Continue reading New Office mobile app for Android and iOS

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Delete multiple CDS records from Grid using PowerApps.

Introduction: In this blog, we will learn how to Delete multiple records of CDS from the Grid.   Use Case: We have a requirement where there is a Grid of CDS Data Source, on clicking the Delete Icon on top of the Grid, it should delete every record which is selected through the checkbox which … Continue reading Delete multiple CDS records from Grid using PowerApps.

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Hide certain Field of the form depending on Security Role of the User using PowerApps.

Introduction: In this blog, we will learn how to hide fields from the form based on the Security Role of the Logged in User. Use Case: We have a requirement where there are some Fields in the form, which should be hidden to the users who does not have the Security Role as Manager. Steps: … Continue reading Hide certain Field of the form depending on Security Role of the User using PowerApps.

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Filter a Lookup Field on New Form Using PowerApps.

Introduction: In this blog, we will learn how to filter a Lookup Field on the New Form. Use Case: We have a requirement where there is a Lookup Field on the form, which should only show those values whose Status is Active. Steps: 1. This is the form of Quote Product. We want to filter … Continue reading Filter a Lookup Field on New Form Using PowerApps.

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How to Reset Environment in CRM D365

  Introduction : In this blog, we will see how to reset CRM D365 Environment. Requirement of Client is Sales App but while installing Environment what if we installed all Apps ? Solution : We can reset the Environment. In this scenario, Our client requirement is only Sales App and we have installed all Apps. … Continue reading How to Reset Environment in CRM D365

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Purchase order approval through a Mobile device in Microsoft D365 Fianance and Operations

In this blog I am going to explain in brief about  the Purchase order approval mobile workspace. This workspace lets you view purchase orders and respond to them through actions. For example, you can approve or reject a purchase order. After a purchase order (PO) has been created, it might have to go through an approval … Continue reading Purchase order approval through a Mobile device in Microsoft D365 Fianance and Operations

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How to connect Power BI to MySQL

In this blog we’ll see how to Connect Power BI to the MySQL . Before connecting to MySQL make sure you have MySQL connector install on your machine. Follow following steps to connect to the MySQL Open Power BI Desktop and select Get Data > Database > MySQL Database. For example, if you have a local MySQL server running … Continue reading How to connect Power BI to MySQL

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