Problem Statement: We need to update the BPF and move to the next stage using Power Automate. The change to BPF should happen after the DocuSign Envelope is Sent. In our scenario, DocuSign and CRM are not integrated and so we will be using Power Automate to help us achieve the task. Solution: When DocuSign … Continue reading Update BPF using Power Automate when DocuSign Envelope is sent
Learn the Importance of Azure Service Bus Topic Filters with this Blog.
Learn how to use the SQL and Co-relation Filters for Azure Service Bus Topic Subscription.
How to bring in Project Task field from Resource Requirements to Time Entries if imported via, Bookings.
Import Bookings is one of the important features provided by PSA for users to do Time Entries quickly and efficiently. An issue faced while using this functionality is the Project Tasks are not imported with the Bookings Records (As Shown in the Image Below). A solution to this issue is two automated flows: To Bring … Continue reading How to bring in Project Task field from Resource Requirements to Time Entries if imported via, Bookings.
Using Microsoft flow you can automate and organize the flow of data between your Shopify and Microsoft D365 for Finance and Operation This the 1st part of 2. In this, I will show you how customers can be auto-created in D365 for Finance and Operation when it’s created in Shopify. First, log into Shopify as … Continue reading Integrate Customers from Shopify with D365 for Finance and Operation using Microsoft flow
Introduction – In this blog we will see how can we create new record in editable grid itself. Below is the Time Entry Grid and we wanted to add new row on click on “+” Step 1 : Add new icon “+” on screen and add patch operation On Select of the new icon. Syntax … Continue reading Create a new record using Editable Grid in Canvas App
In this blog we will see how to add Search Box in Canvas App Step 1 – Add text box in your screen. Hint text – Search Step 2 – Select Gallery and on items of the Gallery write your query Syntax – Search(DataSource,InputText.text,Attributename) for example – Search(‘Safety Checklists’,SearchBox.Text,”mc_name”) Output – Hope this helps !
In my previous blog referred here https://d365feeds.com/2020/07/08/how-do-contract-milestones-and-projects-flow-between-d365-ce-to-fo-in-project-operations/, we saw how the contract and milestones flow between CE and F&O in the integrated scenario in Project Operations. Next step is to Post the Milestones or the Approved Time entries (in case of T&M based projects) in F&O (Finance and Operations) Let’s looks at first Milestone based … Continue reading How to Post the Fixed Bid and Time and Material based invoice in F&O in Project Operations
This Blog will guide you on solving the CORs Error. It is a common issue faced by many while configuring and testing their first API in API Management. Few Setting will solve this Problem for you.