Latest Microsoft Dynamics 365 Blogs | CloudFronts - Page 60

Discount Settings for D365 Sales Line Items – Line Items or Per Unit?

Posted On May 10, 2019 by Priyesh Wagh Posted in

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?

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How to fix connectivity issues between SSDT, Report Authoring Extension and Dynamics 365

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

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Add HTML page in Dynamics 365 Customer Engagement Apps

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

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Create SharePoint Folder using POST request in MS Flows

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

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Add Dynamics 365 Lookup functionality in HTML Web resource

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

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Error during CPOS/MPOS activation for Microsoft Dynamics 365 for Retail

Posted On May 9, 2019 by Admin Posted in

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

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OCR service Setup and process in Microsoft Dynamics 365 Business Central

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

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Environment Setup for PSA to F&O integration with CDS

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

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How to Add a Sales Representative/Associate in Microsoft Dynamics 365 for Retail

Posted On May 7, 2019 by Admin Posted in Tagged in

You may need to add a sales representative/associate while performing a transaction on POS. For this, you need to add the particular worker to sales group and set it up as below. In this blog, I will show you the process: Step 1 Go to Sales and marketing>Commissions>Sales groups Step 2 Click on General>Sales rep Step … Continue reading How to Add a Sales Representative/Associate in Microsoft Dynamics 365 for Retail

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Microsoft Teams PowerShell Module Overview

Introduction: In this article, we are going to take a quick overview of the Microsoft Teams PowerShell module and will cover a few things which we can perform in Microsoft Teams with the help of PowerShell. There are two different PowerShell modules to manage Microsoft Teams. 1. Microsoft Teams PowerShell Module – You can get … Continue reading Microsoft Teams PowerShell Module Overview

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