Auto Capture is a feature introduced in D365 so that you don’t need to go to your Outlook and explicitly tracked Emails to Dynamics 365. This is one cool feature that can help you poll your personal emails and show you if you want to track it or not! Overview Auto Capture is a sub-feature … Continue reading Auto Capture – Dynamics 365 →

TIBCO Cloud Integration AX Connector is compatible with Dynamics 365 Operations. Connecting to D3fO is similar to that of Microsoft Dynamics AX. Prerequisite: Dynamics 365 Operations Development environment. TIBCO Cloud Integration Subscription. Global admin credentials in Azure: Registering ERP application in Azure. Steps: Login to TIBCO Cloud Integration URL: https://app.scribesoft.com/ Create a new connection by … Continue reading Connecting to Dynamics 365 Operations through Scribe →

Introduction This blog resolve a scenario requested by client to display Status Reason conditionally on Case entity. This requirement can be fulfilled by using Transitions functionality on Status Reason field on Case entity in D365 Sales. Steps of Implementation Open Status Reason field on Case entity Click on Edit Status Transitions and check the checkbox … Continue reading How to display Status Reason conditionally in Case Management →

Scribe Insight is widely used for Integration between On-Premise and Online Applications. (Example Microsoft Dynamics CRM online 2016 and AX 2012) Scribe is also used for data migration between CRM systems. (Example CRM 4.0 On-premise to CRM 2016 Online) Below are the list of the useful tips and tricks that can be handy while you … Continue reading Useful tips and tricks for Scribe Insight →

As a BI resource you may often be asked to design and develop SSRS reports. While these SSRS reports development is straightforward, sometime we get host of issues that irritates and create bad impression of report developer. Below is one such issue that I came across and resolution to get around it. Issue 01: When … Continue reading SSRS reports Issues and tips and tricks to get around them (Part 1) →

In legacy X++, it was possible to prescribe in metadata that certain methods were to be executed prior to and after the execution of a method. The information about what subscribes call was recorded on the publisher, which isn’t useful in the Dynamics AX environment. It’s now possible to provide Pre and Post handlers through … Continue reading Use of EVENT in Dynamics 365 for Operations →

There were value models and depreciation books valuation concept for fixed assets in earlier releases. Value models and depreciation books functionality have been combined into a single platform that is known as a Books. This is new in Microsoft Dynamics 365 Operations version 1611. Value Models and Depreciation Books (earlier versions): Books (Microsoft Dynamics 365 … Continue reading Fixed Assets – Books (Microsoft Dynamics 365 Operations versions 1611) →

What is PowerApps? PowerApps is a Microsoft product which allows developer/non-developer to build an application without writing a single line of code. PowerApps creates custom business apps for web and mobile devices that help you do your job more efficiently and collaborate better with your co-workers. Use PowerApps to solve problems specific to your business … Continue reading PowerApps →

In this blog article, we will see how to access Azure Blob storage and create document in CRM by reading a specific blob document in Azure. Steps: Get the following details of the Azure Blob storage Primary access key Blob container name File Name of the document Now we will write a sample plugin code which will … Continue reading Accessing Azure Blob storage from CRM Online Plugin →

Introduction Dynamics 365 introduced many new functionalities for Dynamics CRM Sales App but this blog will cover the enhancements for new Visual Designer and Process Unification in Dynamics 365 Sales App. Below are some key points that will show what are the new enhancements on Business Process Flow, Task Flows and Business Rules. Business Process … Continue reading Process Unification & New Visual Process Designer in Dynamics 365 →