In this post I will show you all the different ways you can put a customer on hold in Dynamics 365 Finance and Operations Dynamics 365 Finance and Operations has standard customer management functionality that allows account receivable managers or customer account managers to put customer accounts on various types of holds. These different hold types can restrict certain transactions or completely hold the account for all transactions. There are also ways in D365 Finance and Operations that instead of putting an entire customer account on hold, you can put an individual sales order on hold. These holds can be for operational, regulatory, or for credit reasons. Steps:- Navigate to Accounts receivable > Customers > All customers. Open the customer account you want to put on hold by clicking the customer account number hyperlink. In the “Credit and collections” fast tab, click the dropdown for the “Invoicing and delivery on hold” field and select the type of hold required for the customer. There are really only 3 options for customers (“No”, “Invoice”, “All”). The other three are used only for vendors. No – This means that the customer is not on hold. So, if you want to take a customer off hold chose this value. Invoice – This hold type means that a sales order can be created but the packing slip, and invoice buttons will be disabled. This option will still allow you to post payments against the customer. You will also receive a warning message when you create the sales order letting you know that the customer is stopped for invoicing. All – If you select this option the customer is on hold for all transactions which includes, payments, sales orders, sales quotations, and invoices. When you attempt to create a transaction like a sales order you will receive an error message. You will be able to create a sales quotation but the “Send quotation” button will be disabled.

Introduction – In this blog, you will learn about how we can perform different operations such as disable, enable, hide, etc. on D365 CRM Business Process flow using JavaScript. Set value in Business Process Flow Disable field on Business Process Flow here cf_outreach is the schema name of the field on BPF. for BPF we need to write header_process before the schema name of the field Enable field on Business Process Flow Hide a field on Business Process Flow Mark Field Required on Business Process Flow Mark Field Optional on Business Process Flow Mark field recommended on Business Process Flow

In this blog, I am going to showcase how to resolve the issue in product creation This issue is generally happening which the specific user. When a user will try to create a new customer getting the error of ‘There is no datasource in the query. Steps to resolve this issue:- Click on Settings. Select the User Options. Click on Personalization. In the Technical name column search for “Ecoresproductcreate” personalization and clear that personalization. Logout from that user and log in again and this will be resolved. hope this helps!

In this blog we will see how to integrate teams with Dynamics 365 for custom entities using Postman. Solution Step 1- Go to portal.azure.com and select Azure Active Directory. Step 2- On App Registration, click on new registration Step 3-Register an application and follow the steps: Name, Select Multitenant, Enter the required url. Then, click on register. Step 4- Add API permissions and add a permission. The request API permission window will appear where you need to select Dynamics 365. Step 5-The permission window appears and select Dynamics 365 Step 6- As you select Dynamics CRM you will be presented the permission window. Select “Delegated permission” and check the User Impersonation then click Add Permission button. Step 7- After permissions assigned, Grant admin consent confirmation: Click on yes. Step 8- Go to Manifest and change “allowPublicClient”: true Step 9- Go to Overview, save client ID Variable Name URL url https://Dynamicsurl.dynamics.com/ Version 9.0 Webapiurl {{url}}/api/data/v{{version}}/ Client ID Client ID from overview callbackurl http://localhost authurl https://login.microsoftonline.com/common/oauth2/authorize?resource={{url}} Step 10- Go to Postman, create a new environment and enter all the details in the table Step 11- Now connect to the environment from top right most corner. Step 12- Then create a new request Step 13-Include the following in body: Put status as Enable: true Logical Entity Name: Schema name of the entity. Step 14- Go to Authorization  From the Dropdown Select OAuth 2.0.Now we will provide the variable values to generate token. Give a name of token Choose Grant Type Implicit and provide corresponding variables for Callback URL, Auth URL and Client ID. Then click Get new Access Token. Now click on Get New Access Token Step 15- Now click on Get New Access Token Step 16- It will prompt you to login Dynamics 365 after you provide your authentication the token will generate. Step 17- Now, click on use token. Step 18- Click on send button Step 19- Now, collaborate button will be visible in ribbon for required entity. Hope this helps!!

In this blog, I am going to showcase how to resolve the issue in purchase orders at the time of receiving. Once the purchase order is confirmed and try to receive it, you may run into the below error. This issue is happing because purchase order lines are not updated properly. When you are received the purchase order line using excel add-in, the purchase order line will not be imported properly. Use data entity in data management to import purchase order line.  Steps to resolve this issue in the purchase order. Open the purchase order. Select the purchase order line for which you are facing this issue. In the line details, Check the inventory quantity. The quantity must be there, you will face this issue because the inventory quantity is blank. If the Inventory quantity is blank, then click on the Purchase order tab and make a change request. Click on edit and update the inventory quantity, according to purchase order line quantity, and Save the purchase order. Confirm and again try to receive the Purchase order. In the receive tab, click on the product receipt. If you are facing this issue for multiple purchase order lines then cancel that Purchase order. Create a new PO and import the purchase order line with the data entity. Hope this helps!

In this blog, I am going to showcase how to resolve the issue in Payment Method on Retail POS. When a customer will come to the shop and want to buy an items with a different payment methods like check, currency then getting the above error on the POS. This error occurred because, in the payment, Some configuration was missing. Steps to identify the missing configuration in the Payment method. Go to all stores and select the store for which you are facing this issue. Click on Payment method. Select the payment method for which you are facing this issue. In the General tab, the operation name must be there. In the Posting tab, all the account number must be setup. Save and Go to Channel Database and run full sync for 1070, 1090, and 1110 jobs. This will take 15-20 minutes to save the data. Refresh the POS link and this issue will resolve. hope this helps!

In this blog we will see how to integrate Microsoft Teams with Dynamics 365 Solution Step 1- To enable Microsoft Teams in D365, Go to Settings –> Administration –> System Settings –> General Tab and flip the below highlighted options to Yes. Step 2- Once done, we’ll be able to see Collaborate button on the ribbon Step 3- Open a record and click on Collaborate Step 4- On Collaborate with Microsoft Teams window, you will see one of the following: If there’s no channel: You can connect the current record or view to any team channel by selecting, Get started. If there is channel that’s already connected: Select a channel from the list and then select, Start collaboration. This will open Microsoft Teams and navigate to the channel that you selected. Or, connect the current record or view to a new team channel by selecting, Create a new connection. Then click on start collaboration. Step 5- Add Dynamics 365 from + button

Introduction: Business Central provides us with Web Services which we can use for CRUD operations on specific tables. However it also provides us with different methods of accessing specific records for CRUD operations. Pre-requisites: Business Central On-Premise or OnCloud. References: https://docs.microsoft.com/en-us/dynamics365/business-central/dev-itpro/developer/properties/devenv-odatakeyfields-property Usage: In Business Central, if we do not specify the ODataKeyFields as a property on the Page that we’ll be using as Web Service, then by default we have to use the Primary Key. However if we specify the “ODataKeyFields” in the page, we can use the field we have specified as the key for pulling the record in Web Services. While there are no limitations on which field can be used as key field, keep in mind that Business Central fetches the first record matching that field. For instance if you use the “Buy-from Vendor No.” as the ODataKeyField, then the Web Service will fetch the first matching record sorted by the Primary Key. Standard Business Central APIs use the “SystemId” field as the ODataKey field. You can also use multiple Keys in ODataKeyFields and use them for fetching records. Conclusion: Thus, we saw how we can use ODataKeyFields property for fetching records and performing CRUD operations. As a side note, you can also use multiple keys in ODataKeyFields.

MS Forms offers a functionality to create a dropdown field which is similar to an option set fields in D365 CRM, But when it comes to mapping or storing values between these two field things become a bit tricky. However there are a few workaround using power automate capabilities. In this blog let’s see how we can store a MS Forms Dropdowns options into an Option Set field in CRM.  What is an Option Set? Option sets are a field type that can be created within Dynamics CRM and are Often referred to as “dropdown” or a “pick-list”.   An option set has two identities for each of its option. The Options Label Name and the Label Value as shown in the below snapshot.  What is a Dropdown in MS Form ? A dropdown is a list of defined options(Choice) that can be selected by a user, unlike a text field where the data can be “organic” or manually entered.  Now Let’s Consider an use case :  Consider we have a MS Form Name “Company Registrations” when a user submits this form a Power Automate flow is triggered which creates a new Account record in CRM with the field mapping shown in similar colors in the below snapshot.   Now we need to get the form responses first to create a new Account record.  2. All the Text field values can be directly mapped into the dataverse connector as shown in the below snapshot.  3. For mapping the MS forms Dropdown to the Option set we need to maintain the CRMs Option Label values into our flow as to set (define the value of the option set) Option Sets in CRM we need to pass the Label Values to the flow (if you just pass the label text it won’t work hence we need to maintain these option set values in the flow)as shown below.  4. Now we need to select the option set field in our flow connector and select enter custom value.  5. Once you are able to add a customer value use the following expression which will dynamically bring option set label value for the dropdown choice selected by the user on the form.Expression – outputs(‘Option_Set_Values’)?[outputs(‘Get_Form_Response’)?[‘body/rf98dd4fb83624fc7b7314de77542a3ef’]]Red : Text in the above expression corresponds to “Outputs “in the below snapshot which is the output of the compose in which we stored our option set label values. Blue : Text corresponds to the “Ownership Type” from the form response.   Output : MS Form Submission –   Created Account Output –   Hope this helps !  

After PowerAutomate was added in PowerBI as a preview feature, it is finally available for general use. In this blog we are going to use this PowerAutomate visual to export PowerBI data into CSV and upload the CSV on Sharepoint. Open PowerBI Desktop and drag the PowerAutomate Visual, if it isn’t available in the visualization pane update your PowerBI Version. Now add the columns, you need in your CSV file. Click on the ellipsis button on the visual and select edit. Create new flow and select instant cloud flow. A default PowerBI trigger would be created, click on add new step. Search “Compose” action in the search bar and select it as we have to compose PowerBI Raw data first. In the Inputs select PowerBI Data. After composing we have to convert this data into CSV, therefore add “Create a CSV table” step and add previous output. Now we have to upload this CSV into sharepoint so we will add a step to create a sharepoint file. Enter the Sharepoint address, Folder Path, give the file any name desired and put “.CSV” as suffix. Save and close the map. To run the flow, press Ctrl and left click. As you can see the file in SharePoint is created. Thanks for reading, hope this blog helped!