Latest Microsoft Dynamics 365 Blogs | CloudFronts - Page 40

Enable Record as Active or Inactive record in PowerApps

Introduction: In this blog, we will learn how to Enable multiple records as active or inactive record. Use Case: We have a requirement where there is a Grid of CDS Data Source, on clicking the Deactivate or Active Button on top of the Grid, it should Deactivate every record which is selected through the checkbox … Continue reading Enable Record as Active or Inactive record in PowerApps

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[Solved] Resource not found for the segment in Power Automate

Introduction: Using Common data service(Current environment) connector to create a record, if we are trying to populate lookup field we might get the below error message. Solution: When you use the current environment connector. To populate a look up field, we need to specify the plural name of the entity and then the record GUID. … Continue reading [Solved] Resource not found for the segment in Power Automate

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Financial Dimensions in Retail Stores and payment methods in D365 Commerce and Retail

Overview: As we are aware that Financial Dimensions are available for user to identify the posting routine of payments, sales, purchases etc in the ledger account. These values are selectable / mandatory at all checkpoints on D365 FNO. However, in retail we would have to configure the financial dimensions in Retail Store or Payment Methods … Continue reading Financial Dimensions in Retail Stores and payment methods in D365 Commerce and Retail

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Send D365 Email Using Power Automate

Introduction: Searching Power Automate connectors for Send Email Step available in Workflow? Follow the below steps to send Email from Power Automate . 1)Go to Common Data Service(Current Environment)Connector. Select Create a new record, Entity: Email Messages Add Activity Party Attributes, Email Body, Subject and set regarding. 2) Once Draft Email is ready, add Action … Continue reading Send D365 Email Using Power Automate

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List of security roles for current user | D365FO

Introduction: In this blog, we will see how we can get a list of security roles assigned to a current user  Solution:  UserInfo userInfo; SecurityRole securityRole; SecurityUserRole securityUserRole; while select securityRole exists join securityUserRole where securityUserRole.SecurityRole == securityRole.RecId exists join userInfo where userInfo.id == securityUserRole.User && userInfo.id == curUserId() { info(securityRole.name); } Thanks for reading !!!

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Duplicate address record entry through Data entity in Dynamics 365 Finance and Operations

Introduction:In this blog, we will see how to allow system for accepting duplicate addresses of customer, vendor or any other, through doing bit change in Data Entity  Solution:For allowing duplicate entries we will create one field in LogisticsPostalAddress. Here field name is as IsCreateFromEntity. Field-IsCreateFromEntity will be used as flag, type of boolean / NoYesId (EDT). … Continue reading Duplicate address record entry through Data entity in Dynamics 365 Finance and Operations

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Deploy SSRS reports through Windows Powershell in Dynamics 365 Finance and Operations

Introduction:In this blog, we will see how to deploy SSRS reports in Microsoft Dynamics 365 Finance and Operations   Solution:  For on-prem environment, we will open Windows PowerShell in administrator mode and run the below scrip step by step. cd C:\AOSService\PackagesLocalDirectory\Plugins\AxReportVmRoleStartupTask\ .\DeployAllReportsToSsrs.ps1 For online Cloudhosted/Dev environment, we will run below mentioned script cd k:\AosService\PackagesLocalDirectory\Plugins\AxReportVmRoleStartupTask\ .\DeployAllReportsToSSRS.ps1 -PackageInstallLocation “k:\AosService\PackagesLocalDirectory” It … Continue reading Deploy SSRS reports through Windows Powershell in Dynamics 365 Finance and Operations

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Introducing Microsoft 365 Project Operations – MBAS 2020 Takeaway

Among the fabulous sessions at MBAS 2020 Online Conference, Introduction of Project Operations was the most anticipated for me. Here are my takeaways from the same – Gurkan Salk & Kevin Horlock provided an overview of what to expect for Project Operations/  What is Project Operations? Some key points –  Project Operations is an extension … Continue reading Introducing Microsoft 365 Project Operations – MBAS 2020 Takeaway

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Remove Commas from whole number field in CRM D365

Introduction: In this blog we will see how to remove commas from whole number field. Use case : we were using the whole number field but after creation we noticed that there is comma in numbers. Solution: Step 1 : go to settings ->  click on settings icon -> Options Step 2: After clicking on … Continue reading Remove Commas from whole number field in CRM D365

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Required Privilege for Canvas App in D365 CRM

Introduction This blog explains how to resolve the issue for Canvas App not loading which is embedded in D365 CRM using HTML Webresource. Issue After Canvas App was published and shared with Users still, they were unable to access the Power App. It was showing a blank page with no error. Resolution After debugging the … Continue reading Required Privilege for Canvas App in D365 CRM

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