In this blog, we will see how we can show activities on Notes in D365 CRM.  Step 1 – Click on Entity and check marked Activities. Save and publish the Entity. Step 2 – Open Main form where you have added timeline, Double click on timeline notes and mark filter by as Show all. Save and Publish the form. Output before enabling the activities Output after enabling the activities

Introduction: Business Central provides us with Change Log which helps us in keeping track of the changes made to a particular field in a particular table. References: Auditing changes – Business Central | Microsoft Docs Configuration: Search for Change Log in Business Central.  Select the tables you want to enable the change log for.  You can set the change log for a particular set of fields or for all the fields in the table.Click on the three dots next to the “Some Fields” and select  the fields you want to audit. Set Change Log Activated to true.  Conclusion: Thus we saw how we can configure Change Log for auditing and tracking changes in Business Central.

Hello, everyone! We know that Recommendations are created using Business Rules, but that only works on Model Driven Apps. As a result, we’ll develop Custom Recommendations that are flexible and customizable to our needs and enhance our App. This is how the Custom Recommendation looks, Let’s start with a simple use case, I want to set ‘Preferred Method of Contact’ field as Phone when User enters data within ‘Phone’ field within the App. Step 1: Add an Edit Form in Canvas Power Apps where the Recommendation would be applied. Step 2: Within Form properties, Click on Edit Fields Add Custom DataCard. Drag your Card below the DataCard where you need Recommendations. Step 3: Within the Custom DataCard, enter necessary information that you like in your App and use below condition. Step 4: For Apply button, I’m using context variables that sets true when click and remains until record is saved or the current screen is Active. Step 5: For changing values in my combo box on field ‘Preferred method of contact’.Note: Based on your requirement, this will change… That’s all. Hope this helps you.

Introduction: A “shared shift” configuration lets retailers have a single shift across multiple registers, cash drawers, and users. A shared shift has a single starting amount and a single closing amount that are summarized across all cash drawers. In this scenario, a separate cash drawer isn’t reserved for each register. Instead, all registers can share one cash drawer. Note: Before using shared shift make sure that all the existing shifts at all the POS terminals of the store are closed. Steps: Login with user id at the main MPOS terminal. Open a new shift Now login at all the other terminals of the store Select the option: Resume an Existing Shift Perform Sales and other functions on all the devices End of the day before closingthe shifts Make sure that all the users have logged off from the other terminals except Main MPOS. On the Main POS: Close the shift. Using Shared shift all the transactions done across the store would be captured under one shift.

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 Business Central global search and then click on New. Enter a Code for Identification, a short description and the Currency Code, if applicable. In the Lines, enter the Sales Line which are to be re-created. You can also define a Quantity if you want, it can be easily over-written if necessary. Go to the Customer Card for whom the Recurring Sales Line we created is going to be applicable. Then Go to Related > Sales > Recurring Sales Lines. Set the Code of the Recurring Sales Line, we just created and set the Valid From and Valid to Dates. The Insert Rec. Lines have the following options: Manual – System allows you to add the lines as and when required. Using the “Get Recurring Sales Lines” action. Automatic – System adds the recurring lines automatically whenever the Document is created. Always Ask – System shows a notification above which allows you to fetch the Recurring Lines in one click. Conclusion: Thus, we saw how to configure Recurring Sales Lines in Business Central which is a very useful tool in reducing manual work.

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 the integrations given on the page, click on the solution to download and then import to your CRM Environment. After publishing, add your CRM URL on point 2 and click authorize on point 3. The Sync process will start and you will be able to see below screen.  You can make changes to settings are per your requirements. The auto sync works once per day, you can choose to Sync now. In case of issues, you can Reconnect or Remove the Integration as well.

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 show and hide based on selected data. For example, I have an option filed called Filter By- State, Customer, and Both. If I choose Customer then the Customer field should be visible and if I choose State then the State field should be displayed if I choose both then the Customer and State field should be visible. Create a 2 boolean variable which is of InDataset Create Customer and State field and assign it to groups in report. Then the field value which is been used to show or hide other fields write the below code OnValidate trigger So the above code will do the following if my Filter By field is State then the State field will be visible and if it is Customer then only the Customer field will be visible. If both are selected then both Customer and State fields will be visible. Note: If you want to show or hide the field based on only one value then you don’t need to use the InDataset attribute on the Boolean variable Conclusion: Thus we saw how we can dynamically show and hide the fields based on selected values on the request page in Business Central. Thank you very much for reading my work. Hope you enjoyed the article!

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 on email address specified in Customer/ Vendor page in Email field. You can see the history of mails send to Customer, Vendor and its contacts. There is action called as Sent Emails action present on list page and also in Card page You will be able to see all the mails which is been send to Customer/Vendor/Contacts You can resend the same mail which is been sent to Customer using Resend action present in Send Emails page. You can also edit the existing mail which you have send earlier and send it with updated one Conclusion: Thus we saw how we can use the Contact email and Sent email functionality in Business Central. Thank you very much for reading my work. Hope you enjoyed the article!

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 apply to each step In a apply to each step, Add output of array. In this case we have compose. Step 3 – Add action compose and use expression item() to read array from compose Now Save and try to run the flow. In this way you can read value 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 AppointmentForm = { setActive:function(primaryControl) { var formContext= primaryControl; var status= formContext.getAttribute(“statecode”).getValue(); if (status==1) { formContext.getAttribute(“statecode”).setValue(0); formContext.getAttribute(“statuscode”).setValue(1); formContext.data.save(); } } } To understand the status and status reason details, you can refer the Microsoft document- https://docs.microsoft.com/en-us/dynamics365/customer-engagement/web-api/appointment?view=dynamics-ce-odata-9 Note that, you need to update both statecode and statuscode, trying to update only one will give a system error. Conclusion: You can Activate and edit the appointment, once done user can click on Mark Complete, to close the appointment.