Introduction: Difference in configuration of Role Center between Microsoft Dynamics NAV and Microsoft Dynamics 365 Business Central. Pre-requisites: Microsoft Dynamics NAV Microsoft Dynamics Business Central Solution: In Microsoft Dynamics NAV After creation of Role Center. When assigning the Role Center Page to the User the following process is followed. 1. Creating a new Profile in … Continue reading Difference in configuration of Role Center between NAV and Business Central. →

Often, when a real-time workflow is being executed in the background, users don’t know how long it will take for the processing to finish. setFormNotifications in D365 v9 come handy! Scenario Here’s how I put my scenario – I call the Real-Time workflow using JS, example, on change of a certain field or the JS … Continue reading Use setFormNotification (Client side JS) in D365 v9 while Real-Time workflow is executing →

Anyone who uses a CRM on a regular basis hopes that it will work seamlessly without errors. But from time to time, when creating and qualifying a lead, confusing error messages popup and leave users wondering about a resolution.  A very common error in Dynamics 365 Project Service Automation comes up when trying to qualify … Continue reading Resolving an “Error: Value cannot be null” issue in Microsoft Dynamics 365 Project Service Automation →

I was trying to explore the Extend Booking functionality in Dynamics 365 Project Service Automation (PSA) and saw that the users were getting allocated for the entire 24 hours in a day. Immediately, I realized that the issue was coming up because the work hour template was not set properly. When the new work hour … Continue reading Setting the WorkHourTemplate to schedule resources correctly in Microsoft Dynamics 365 Project Service Automation →

Introduction: Microsoft’s Voice of the Customer (VoC) application, part of Dynamics 365 for Customer Engagement, empowers users to create surveys without the need of a third-party product. Some elements of the experience can be configured in VoC like logos and custom images. The theming layer allow users to edit a survey’s look and feel with custom colors … Continue reading Adding images in the thank you page in Voice of Customer in Microsoft Dynamics 365 for Customer Engagement →

I had one of my clients recently asked about the Office 365 Apps on their MacOS, of course, I guided him to download the same from Microsoft’s website but now I can easily tell the client to go to the Apple’s Mac App store and download Office 365 apps directly from there. It became so … Continue reading Office 365 Apps now available on Mac App store! →

Introduction: This blog explains how to Send Emails using WebApi in MS CRM. Request: Post URL:  <your instance url>/api/data/v9.1/ emails (<guid of the email record>)/Microsoft.Dynamics.CRM.SendEmail Header: Content-Type: application/json Parameter To be send in body: Parameter Value Comment IssueSend False If value is set as false, then email is market as sent only in MS CRM. IssueSend True … Continue reading Send Emails using WebApi in MS CRM →

Introduction: XrmToolBox can be used to simplify many tasks. With so many tools now listed, a newcomer may wonder what others are using it for to maximum benefit. XrmToolBox is a Windows application that connects to Microsoft Dynamics 365 for Customer Engagement and Dynamics CRM, providing tools to ease customization and configuration tasks. It is shipped … Continue reading Ten Useful Features of XrmToolBox for Microsoft Dynamics 365/CRM →

We can add various Visual Formatting Options while developing a Power BI Custom Visual. One of them is the Toggle feature which is useful for adding or removing particular abilities to your visual or perform any similar boolean operations. The json bit for the toggle option looks like this. By default when you add a … Continue reading PBIVIZ Single Line Toggle Format Option Tip →

One of the most common asks as an administration is to know when the user started accessing the system and from where. In your Dynamics 365 Customer Engagement apps, you can enable Auditing for User Access.   Enable Auditing of User Access You need to enable this feature once you enable Auditing on Organization level. … Continue reading Audit User Access in D365 →