Introduction: In this blog we will demonstrate how to create and associate records using Xrm.WebApi which provides methods to use Web Api to create and manage records. Implementation: Step 1: The syntax to create a new entity record is as follows: Xrm.WebApi.createRecord(entityLogicalName,data).then(sucessCallback,errorCallback); Here entityLogicalName(string) and data(object) parameters are required. The “data” parameter is a JSON … Continue reading Create and Associate records using Xrm.WebApi →

Introduction: We often get issues raised by Users while training PSA – Amount entered on Expense Entry is not reflecting on Invoice in T&M Project and instead shown as $0 as below. Resolution: We need to configure PSA correctly and check below configurations. 1. Sales Price List of Project is configured with Category Prices and … Continue reading Zero Amount Issue for Expense Entry of T&M Project in D365 PSA →

Introduction: In this blog we will see how audit logs in D365 can be fetched that can be used for reporting purposes. Auditing helps to track changes made to the data in D365. The System Auditing entity cannot be accessed. Actionable Audit is a App by Microsoft Labs in which the required audit logs can … Continue reading Actionable Audit App to access audit logs in D365 →

Introduction: This blog explains how to migrate data for Many to Many or N:N relationship records. Scenario: Client always demand configuration records to be migrated from Test Env to a Production Environment.We can migrate data for Entity records and Entities with 1:N relationships records however we cannot directly migrate data for N:N relationship( intermediate entity) … Continue reading Data Migration for Many to Many Relationship Entities in D365 PSA →

Overview: Often while working on PS, I was struggling to  get the Chargeability View right. The main reason is not having the right Price List setup at the right places. There are 4 important places where the Price Lists need to be setup properly. Product Catalog with Role Prices having Org Unit A Account having … Continue reading Chargeability View in D365 PSA →

Introduction: In this blog, I will demonstrate how to remove or filter duplicate records in SSIS using Sort Tranformation. Steps: First, configure you OLE DB as your Source using the OLE DB Source as shown below. Bring the Sort Transformation and configure it as shown below. Check the box at the bottom of the Window … Continue reading Filtering duplicate records in SSIS →

Introduction: We can split an Address column into multiple columns for Flat Number, Building, Road, City etc. in order to make it easier to process the data. In order to do this, we can use the Derived Column Transformation in SSIS. Steps: In the screenshot below, you can see the Address column has an aggregated … Continue reading How to split an ‘Address’ column into multiple columns in SSIS →

Introduction  In earlier version of dynamics CRM, there were no way to define dependencies of web resource.  Due to this, it is possible that someone delete/remove WebResource from solution and this may create an instability in behavior of CRM functionality. But now in dynamics  365 version 9.0. It has ability to define  dependencies of WebResource. … Continue reading WebResource Dependencies in Dynamics 365 v 9.0 →

Introduction: In Many scenario vendors send one invoice for multiple purchase order. In below article explain how to create single invoice for multiple purchase order. Steps: Create Two Purchase orders for same vendor. PO 1st : Quantity-50, price-25 PO 2nd: Quantity- 15, Price-20 Select PO’s for which you want to create invoice Click on Invoice … Continue reading One invoice against Multiple Purchase Order in Dynamics 365 Finance and Operations →

Introduction: Microsoft Dynamics NAV 2017 Web client had limitations such as the reports couldn’t be previewed. The reports could be saved as .pdf file but we couldn’t preview the reports  as we could do in the Windows Client. With the new release of Microsoft Dynamics NAV 2018, there is availability of Print Preview for non-Internet … Continue reading Improvements in Microsoft Dynamics NAV 2018 Webclient →