Project management teams use an array of products to manage different projects that they manage. They also use various tools or software to take care of tasks such as time tracking, raising invoices, etc. It is wise to use a PSA or Professional Service Automation software instead to do all the activities mentioned above with … Continue reading How CPA Firms can Increase their Profitability & Productivity Using Professional Services Automation (PSA) Software →

Problem Definition: I have observed a fact in PSA that when the task in PSA Schedule (WBS) is deleted, the corresponding Resource Requirement doesn’t get deleted. Hence, it keeps on appearing in the Schedule Board to allocate. Resource Managers face difficulties in order to understand whether to allocate them or not. Hence, it is a … Continue reading What if the Resource Requirement Still appears post the task is deleted from Schedule (WBS) in PSA V3? →

For Line Item entities Opportunity Products, Quotes Products, Order Products or Invoice Products, you can chose what type of Discount you want to give out. This is a simple Organization-wise setting  that you’ll need to set to define how Discount should be given on the Line Item level. System Setting Navigate to System Settings and … Continue reading Discount Settings for D365 Sales Line Items – Line Items or Per Unit? →

Microsoft has mandated TLS1.2 for Dynamics 364 v9.0, which is why we may face issue while connecting to the CRM online instance from visual studio for creating new report via fetch XML. This post will help developer to solve the connectivity issue for connecting with latest Dynamics 365 v9.0 using SQL Server Data Tools and FetchXml … Continue reading How to fix connectivity issues between SSDT, Report Authoring Extension and Dynamics 365 →

Introduction In this blog we will take a look at how we can add an custom HTML web resource in your customer engagement app. There have been client requirements where there was a need to add custom UI to handle some additional functionality, let see how this can be achieved. Implementation Step 1 : Firstly … Continue reading Add HTML page in Dynamics 365 Customer Engagement Apps →

Introduction: This blog explains how to create folders in SharePoint when new record is created in D365 CE. Use Case: When new account is created in D365 CE create “Contact Documents” and “Documents” folders in SharePoint. Pre-Requisites: D365 CE SharePoint Online Microsoft Flow Steps to be followed: Sign in to the Microsoft flow. https://flow.microsoft.com/en-us/ Go to … Continue reading Create SharePoint Folder using POST request in MS Flows →

Introduction In this blog we will look at how we can add the lookup functionality of dynamics 365 Customer Engagement in our HTML web resource. Implementation Step 1 : We have already added a web resource in our app, you can refer to my blog on  “ADD HTML page in Dynamics 365 Customer Engagement Apps”. … Continue reading Add Dynamics 365 Lookup functionality in HTML Web resource →

In this blog I am going to show you how to fix an error you get during CPOS/MPOS activation. At times you may get following error : Validation: Failed, Messages: <“Channel has not been published.”>   Solution: Step 1 Go to Channel categories and product attributes. Select your store and in Category hierarchy select channel navigation … Continue reading Error during CPOS/MPOS activation for Microsoft Dynamics 365 for Retail →

Introduction to OCR: OCR (Optical Character Recognition) is used to automate the data entry process for vendor invoices When a purchase invoice is received from the vendor, the client stores the invoice either in a file or manually does the entries in excel sheet With the use of Microsoft Dynamics 365 Business Central, invoices can … Continue reading OCR service Setup and process in Microsoft Dynamics 365 Business Central →

Today, I will show you the Environment Setup for PSA to F&O integration with CDS. Step 1: Create the environment Open the link https://admin.powerapps.com and click to create new environment Following pop-up window will appear and enter the details and click on Create Environment, so new environment will gets created   The environment will get … Continue reading Environment Setup for PSA to F&O integration with CDS →