Microsoft Dynamics Nav integration is a default integration setup for Dynamics Nav that gives an option to integrate and use Microsoft Dynamics CRM entities with itself. The only thing that needs to be done for the integration is to enable the default integration setup after which you are good to go. After the successful integration, … Continue reading Set up Single Sign-on in Dynamics NAV with Office 365 using Windows PowerShell →

Introduction: Info code is used to capture additional information and Point of Sales. It Prompt Point of sales User to enter information at time various action on Point of Sales. This various can be like, Sales transaction, Return, payment method, customer. In this blog we demonstrate info code setup on Sales return Product. Scenario: Customer … Continue reading Info Code Setup in Dynamics 365 Retail →

Introduction: While customizing or adding a button to ribbon there are chances that you want to add same behaviour as of an existing button. But it is not known how to check what logic has been applied to that button. Description: If you want a custom button to have same behavior as that of system … Continue reading Ribbon Customization →

Introduction: This blog explains how to define relationship between Entities in Scribe Connector CDK. Problem Statement: We often get requirement from Client to define relationships between entities in custom Scribe Connector Solution: Below is code snippet which explains how to define relationship between Customer and Contact. Step 1: Define child enity (Contact) Object definintion and … Continue reading Entity Relationship in Scribe Connector CDK →

This is an awesome feature, which helps to capture the signature on mobile and tablet devices. Display the signature on the report: We can create report which will display an image captured by Pen control. Before moving towards the solution, mentioned below are the steps to setup the environment/Pen control. We added one multi-line text … Continue reading How to show signature accepted using Pen Control in Reports – Dynamics CRM/365 →

As NAV 2017 introduced new features, they have added some fields in Sales & Receivable Setups. These fields are explained below : Following new fields are added in the Sales & Receivable setup as compared to NAV 2016. Default Item Quantity Create Item from Description Allow Document Deletion Before The functionality of these fields are … Continue reading New fields in Sales & Receivable Setup in NAV 2017 →

Introduction: In this blog, we will have a look on how the records can be retrieved from NetSuite on basis of a custom field value. Scenario: We had a client with requirement to integrate their NetSuite environment to CRM environment. The integration process from NetSuite basically triggers on the scheduled time set on the server … Continue reading Retrieve records from NetSuite on basis of Custom field value →

In this blog, we shall see how can a user make simple modifications to the CRM Portal Entity Form using ‘Entity Form Metadata’. Pre-Requisites: D365 CRM Portals D365 CRM Environment Why Use Entity Form Metadata? Entity Form Metadata has a modification logic to arguments or has the ability to override the functionality of form fields … Continue reading Customizations of CRM Portal Entity Forms using Entity Form Metadata →

Introduction: Want to make a dedicated OneNote notebook per Dynamics 365 record? Dynamics 365 Integration is what you need. This integration provides you the ability to take notes in the notebook in context of Dynamics 365 record for selected entities. OneNote records can be directly accessed on the Activity wall of the record whether on … Continue reading OneNote Integration with Dynamics 365 →

Introduction: Purchase Quotation use to purchase items or services, and want to receive competitive offers from multiple vendors. In Purchase quote, vendors provide the prices and delivery times for the quantities of items that they specify. In the Search box, enter Purchase Quotes, and select the related link. Click on new to create new purchase quote. In … Continue reading Purchase Quotation Dynamics NAV →