How to Customize Microsoft Dynamics NAV Startup Screen
Dealers must guide out how they need information, for example, stock, requests, clients, and items to move through every framework. At that point, they should assemble a stage that bolsters these streams. This requires a group with broad information on your frameworks to have the option to fabricate a custom combination arrangement without any preparation. … Continue reading How to Customize Microsoft Dynamics NAV Startup Screen
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Zero Amount Issue for Expense Entry of T&M Project in D365 PSA
Introduction: We often get issues raised by Users while training PSA – Amount entered on Expense Entry is not reflecting on Invoice in T&M Project and instead shown as $0 as below. Resolution: We need to configure PSA correctly and check below configurations. 1. Sales Price List of Project is configured with Category Prices and … Continue reading Zero Amount Issue for Expense Entry of T&M Project in D365 PSA
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Data Migration for Many to Many Relationship Entities in D365 PSA
Introduction: This blog explains how to migrate data for Many to Many or N:N relationship records. Scenario: Client always demand configuration records to be migrated from Test Env to a Production Environment.We can migrate data for Entity records and Entities with 1:N relationships records however we cannot directly migrate data for N:N relationship( intermediate entity) … Continue reading Data Migration for Many to Many Relationship Entities in D365 PSA
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Manually Clearing Cache on ADX Portals to reflect changes made to Portals through CRM
Introduction: People using ADX Portal often face the issue of clearing cache due to which changes aren’t being reflected on the frontend. In this blog we will see how a user can manually clear cache in ADX Portals to reflect changes made to Portals through CRM. Pre-Requisites: ADX Portals CRM Environment Scenario: One scenario mostly … Continue reading Manually Clearing Cache on ADX Portals to reflect changes made to Portals through CRM
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Raise and expense entry for a Fixed Bid Project in D365 PSA
Introduction: Let’s consider a scenario where we need to raise an expense entry for a Fixed Bid project. PSA by definition does not charge for expenses. If you want to have fixed price for the project and expense to be charged for other things, you need to do it via adjusting the contract. Steps: Follow … Continue reading Raise and expense entry for a Fixed Bid Project in D365 PSA
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Analysis Services Live Connection in Power BI
Introduction: In this article, we will learn how to configure Live connection for Analysis Services in Power BI. Requirements: Power BI Licence SQL Server Analysis Service Power BI Gateway (Refer this link to configure Power BI Gateway) Steps to Connect Analysis Services Live in PowerBI Open PowerBI Desktop Click Get Data and Select Analysis Services … Continue reading Analysis Services Live Connection in Power BI
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SQL Live Connection in Power BI
Introduction: In this article, we will learn how to configure Live connection for SQL in Power BI. Requirements: Power BI Licence SQL Server Database Engine. Power BI Gateway (Refer this link to configure Power BI Gateway) Steps to Connect SQL Live in PowerBI: Open PowerBI Desktop Click Get Data and Select SQL Server. In the … Continue reading SQL Live Connection in Power BI
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Analysis Services Connection Configuration in Power BI for Live Connection
Introduction: In this article, we will learn how to successfully connect to Analysis Services in Power BI for Live Connection. Checklist for Connection: The Domain Account must be a Server Admin in Analysis Server. Right Click on the Analysis Server > Select Properties > Select Security > The domain account must be added/present here. … Continue reading Analysis Services Connection Configuration in Power BI for Live Connection
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Steps to configure Power BI Gateway
Introduction: In this article, we will learn how to configure Power BI Gateway. Steps to configure Gateway Login to Power BI service. Select Downloads icon> Data Gateway. You will be redirected to Power BI Gateway Download Page and click Download Gateway. Run the PowerBIGatewayInstaller. Click Next and then Install. The Power BI Gateway will be Installed. … Continue reading Steps to configure Power BI Gateway
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DLL Deployment Error on Scribe On-Premise Agent Server
Introduction: Recently, we encountered a strange behavior of Scribe On-Premise Agent when we deployed a DLLs for a Custom Connector. After deployment of DLLs on the Agent, the status of the Scribe Agent was stuck at “Updating” and the Connector was not visible under the connector drop down. Troubleshooting: We checked the “MICROAGE1 Agent 2” Agent … Continue reading DLL Deployment Error on Scribe On-Premise Agent Server