Introduction: In this blog, we’ll be looking at how to reduce manual work in creating Sales Line in Business Central. For this, we’ll be using the Out of the Box feature of “Recurring Sales Lines” References: Standard Recurring Sales and Purchase Lines – Business Central | Microsoft Docs Configuration: Search for Recurring Sales Lines in … Continue reading Recurring Sales in Business Central →

Introduction:  Leadfeeder provides details of companies visiting your website, you can integrate the same to D365 CRM. STEP 1: Login to LeadFeeder; On the right corner click on your Account and then on Settings. You will see the below screen, click on Account to see all possible integrations. Click on Dynamics 365 STEP 2: Follow … Continue reading Integrate LeadFeeder with Dynamics 365 CRM →

Introduction: Based on certain values dynamically show and hide the fields in the request page of the report. Ideally, we cannot directly use visible property to fields. we can do this by enabling the visibility of fields using groups. Steps to achieve the goal: Create a groups and add the fields which you want to … Continue reading How to dynamically show and hide the fields in the Request page of Business Central? →

Introduction: Contact email functionality is used in order to send emails to customers, vendors, and their contacts. Steps to achieve the goal: Go to Customers / Vendor and its Contact page there is action called as Contact By Email Then click on Contact  by Email action. You will be able to get the email based … Continue reading How to use Contact email and Sent email functionality on Vendor, Customer, and its Contacts? →

Let us consider we have array [1,2,3] and want to read each value in Power automate. Let see how we can read array in Power Automate Step 1- Create array (here you can use your array) Here I have array [1,2,3] and now I want read each value of array in loop Step 2 – Add … Continue reading Read items from Array in Power Automate →

Introduction: When an appointment is closed in D365 CRM, the appointment is not editable. There can be a requirment when Users wish to edit the closed appointment and add some missing data. This can be achieved by adding a new button on the Appointment form. Solution: Add a new button and use below JavaScript. var … Continue reading Reopen Closed Appointment Using JavaScript in D365 CRM →

Let us consider below example as use case We have Plugin that triggers on Update of Contact Table and wanted to retrieve Customer related to Contacts. Customer is Lookup field on Contact Table. Hence here our target entity is Contact. Code – Entity targetEntity = (Entity)context.InputParameters[“Target”];   Guid ContactId = targetEntity.Id; Using the above code … Continue reading C# Code to retrieve lookup value id from target entity in D365 CE. →

 There are certain scenarios where you have mistakenly applied the payment to the wrong vendor or you need to refund the vendor. There are two methods in order to resolve these issues. Steps to achieve the goal: Method 1: Globally search vendors. Select the vendor in which payment is applied incorrect. Go to Vendor Tab-> … Continue reading How to unapply/reverse payments from vendors in Business Central? →

References: Data Access – Business Central | Microsoft Docs Database.SelectLatestVersion Method – Business Central | Microsoft Docs Explanation: Caching is one of the methods which systems use to improve performance and respond to requests rapidly. In a Business Central system, caching is done at two levels: Business Central Server Instance Data Cache SQL Server Data … Continue reading How Caching Works in Business Central →

Use case – we wanted to retrieve attachment when new email arrives in outlook and create same file in SharePoint Let see how we can achieve this! Step 1 – Flow triggers on when a new email arrives trigger from Outlook connection. Step 2 – Retrieve attachments and Create file in SharePoint. Add step create … Continue reading Create attachments in SharePoint when email arrives →