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 →

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 →

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 →

Introduction: In this blog I will demonstrate that how the Sales Order and its corresponding Sales Order Lines can be linked together in the Microsoft PowerApps. Pre-requisites: Microsoft PowerApps Method: Create two galleries within the PowerApps and for the first gallery create a display form with Sales Order as the Data source. In the second … Continue reading Linking of Sales Order and Sales Order Lines in Microsoft PowerApps. →

Introduction: Have you ever faced the issue of the Dashboard taking forever to load? If yes, then did you inspect the reason why? Anyways, the Dashboard loading times dependent upon the calculations used to generate the figures on each of the dashboard tile. Most of the times the calculations are so tedious that the results … Continue reading Role Center(Dashboard) taking forever to Load? Let’s find out why and how to optimize! →

Introduction While using fetch XML to retrieve records more than 5000 records and if you have multiple entities involve in it. There are chances that you will get into an infinite loop even if you have less than 5000 records. Description: We have noticed that after 9.0 if you are using the old method to … Continue reading Infinite_Loop_Fetchxml →