Introduction We already saw how to use Pen/ Signature control in Dynamics CRM in the previous blog: https://www.cloudfronts.com/adding-signature-control-mobile-tablets-dynamics-crm/ In this blog, we will see how to generate an image of the pen control data and store in Record as an attachment. Steps As we saw in the previous blog, the signature captured from phone is … Continue reading Create Attachment of Signature/ Pen control data in Dynamics CRM →

Introduction In this blog article, we will see how to resolve the below error while creating a record in Sales Line in AX 2012. Solution: This error causes because Sales Line has a primary index set as InventTransId and the value for it is not being generated while inserting a new record in Salesline. 1. … Continue reading Sales Order Line error – Cannot create a record in order line. Record already exist →

Introduction: Recently, I had encountered an issue with embedded images in a report. I had one image in two format, i.e. PNG and JPG. In the report viewer, both the image format was working fine; but when I saved the report in PDF format, PNG image was properly displayed and JPG image was distorted. In … Continue reading SSRS Embedded Image Distorted in PDF →

Introduction: This article gives a step by step process to import a .csv file in Dynamics NAV 2017 for Bank Reconciliation. Pre-requisites: Microsoft Dynamics NAV 2017 Microsoft Excel Steps: 1. Browse to Data Exchange Definition page, and click on new to create a new data exchange setup. This setup enables us to import a specified … Continue reading Import a .csv file for Bank Reconciliation in Dynamics NAV 2017 →

Microsoft Dynamics CRM Sales Process aims to generate potential sales opportunities and gives a new lead and boost to your business. It is intended to help the business procedure from gaining another lead through the end of a deal and to create exact deals gauging. Via mechanizing and enhancing a few phases, it smoothes out … Continue reading Adding Signature control on Mobile and Tablets in Dynamics CRM →

Overview: FetchXML is used to query the Dynamics 365 database. A great advantage of using FetchXML is that it can be easily designed by using Dynamics 365 database and it is easy to understand. FetchXML tester is available in the XRM Toolbox which can let you test and fetch results quickly. FetchXML also provides facilities … Continue reading Leveraging FetchXML with Dynamics CRM →

Introduction: We have various methods to query CRM like, “query expression”, “fetch expression” and “LINQ”. If we want to query data of two different entities, then we should have relationship between entities otherwise you will not get data. In case you want to process data of two different entities which are not related to each … Continue reading Retrieve data using same data type fields from different entities →

Introduction: This blog explains how to hide custom buttons on create form in D365. Problem Statement: We often get requirement from Client to hide custom buttons on Create record and to be shown on updating of record. Solution: We can achieve this functionality by having ribbon Customization with Enable Rules using FormStateRule. Steps of Implementation: … Continue reading Hide Custom Button on Create Form in D365 →

Introduction: Like asynchronous workflows, real-time workflows can be used to model and automate real world business processes. Real-time workflows are for business users, for example business analysts, to implement similar functionality to synchronous plug-ins without requiring .NET Framework programming experience. How to use Real time Workflows for Custom Business Validations: Real time workflows can be … Continue reading Using Real time workflows for Business Validations in Dynamics CRM →

Introduction: In this blog, we shall see how can a user create an Entity List OData Feed using custom JavaScript in CRM Portals. Pre-Requisites: D365 CRM Portals D365 CRM Environment Why Use OData (Open Data) Protocol? OData provides external access to a data source via a website. Recommended for the Open Government Data Initiative. Data … Continue reading Creating Entity Lists OData Feed Using Custom JavaScript in CRM Portals →