Introduction: In this blog, we are going to discuss how to find the users having the System Administrator role. This can be done using the basic feature of CRM. Instead of checking all the Users separately and identifying the System Administrator(s) we can utilize the CRM feature of Advance Find. Steps: Step 1: Login to … Continue reading Identify Users with System Administrator Role →

Microsoft Dynamics is an ERP or Enterprise Resource Planning software that is created by one of the top companies in the world, Microsoft. Many small and medium companies are using Microsoft Dynamics NAV these days. Microsoft Dynamics NAV upgrade is now available.  Businesses that are using this software can now update it. This ERP software … Continue reading Embedding Microsoft Dynamics NAV and its web parts in SharePoint online →

Since Microsoft Dynamics NAV upgrade is available now, it is crucial for you as a company to go for it and get the update. Microsoft Dynamics NAV is an ERP software. ERP stands for Enterprise Resource Planning. Companies can increase the efficiency of their staff as well as their productivity when they use this particular … Continue reading Make the editable fields un-editable based on a condition in NAV →

Use case:  Let’s say there are multiple service providers (SP) who are on CRM platform and send out the data to single repository Target which is also a CRM system. Based on certain validations and Business logic, the data that is sent from SP can be accepted or rejected. In this case the repository CRM … Continue reading Integration between source as CRM and target as Multiple CRM’s →

ERP means Enterprise Resource Planning. So many companies are creating ERP software these days. Microsft Dynamics is a product from the world’s leading company Microsoft. Dynamics 365 for Finance and Operations is one of that ERP software that can help companies (Small & Large) to streamline their finance and operations departments so that they can … Continue reading Direct Delivery (Dynamics 365 for Operations and AX 2012) →

In this blog article, I will explain about the new updates of Power BI related to New Quick Calcs, Word wrap on matrix row headers and X-axis & Y-axis font size control. New Quick Calcs: Percent of row total & percent of column total In this Power BI update, they are introducing two new Quick … Continue reading Power BI new updates: New Quick Calcs, Word wrap on matrix row headers and X-axis & Y-axis font size control →

Overview: You’ve been using Dynamics CRM 365 for your organization. And there is a need to make the information stored in your D365 accessible to your customers in a user-friendly interface. That’s where Microsoft CRM Portals come into play! Previously owned by ADX Portal, D365 Portals are now available Online. With each D365 Plan 1 … Continue reading Microsoft Dynamics 365 Portals →

Dynamics 365 for finance and operations which is earlier known as Dynamics AX is nothing but Microsoft’s flagship ERP solution. Small, medium and large companies can use this ERP suite to become efficient and to streamline their processes. It is an application that helps companies stay flexible. There are so many excellent features in this … Continue reading Create Service Order from Sales Order using X++ →

Dynamics 365 for finance and operations is a product from Microsoft. It is an ERP or enterprise resource planning software. Both medium and large companies can benefit from using this ERP solution. Companies can streamline the processes in the finance and operations functions. You will get a detailed view of what’s happening in departments such … Continue reading Importing Budgets using Excel in Dynamics 365 for Financials →

In this blog article, I will explain you on the new web part which enables SharePoint authors to embed Power BI reports directly in SharePoint Online pages with no code required. Below are the steps to connect over SharePoint Online: Publish your Power BI report to your Power BI account Get the URL to the … Continue reading Power BI Embedded inside of SharePoint Online →