Successful and on time delivery of the project is the heart of the business for any professional services organization. Where services based projects are delivered. In order to ensure successful project delivery efficient tools and industries based practises needs to be implemented which is possible through Microsoft Dynamics 365 Project Service Automation. Project service automation … Continue reading Booking resource on a Project Task or a Service Ticket in PSA →

Introduction: I often face difficulties while trying to import project lines from WBS while using PSA (Project Service Automation). After lot of trouble shooting I try to doubt my configuration and see if they are good. What to do? To my surprise they all appear to be good. Following two things needs to be ensured … Continue reading PSA – Import project lines from WBS Pre-Requisites →

Once you open the SSRS Mobile Report Publisher, you’ll see a blank layout grid and available visualization types as navigators, gauges, charts, maps, and data grids: To start designing your report, simply drag-and-drop the visualizations onto the layout grid: By default, you’re designing the “Master” layout, but you can also design layouts for Tablet and … Continue reading Designing SSRS mobile reports using SQL Server Mobile Report Publisher →

Introduction: In this blog we will demonstrate how to call a workflow directly from a button without any custom JavaScript code. Implementation: Step 1: Create the required workflow. In this example i have created a  simple workflow on the opportunity and remember to select the  “As an on-demand process” option. Step 2: After the workflow … Continue reading Call Workflow directly from a button using Ribbon Workbench →

Overview: Let’s say you have a Quote which has Quote Lines and then you generate the Invoice schedule for your Time & Materials project. What decides the number of Invoice Schedules to be generated for a Quote Line record? Let’s review. Quote Lines: Now, I have a Quote Line which has Invoicing Schedule from 28th … Continue reading Invoice Schedule generation on Quote Lines – D365 PSA →

Introduction: In this blog we will see how to apply coupon discount on MPOS (Store) in Dynamics 365 for Finance and Operations. Steps: Step 1: Create  Bar code Mask Character for Coupon Code. Step 2: Create a New Barcode Mask set up. Keep the type as Coupon. Step 3: Create Bar Code for Coupon. Assign the Mask ID … Continue reading Store Coupon Code in Dynamics 365 Finance and Operations →

Intoduction: The requirement was such that, based on a condition certain lines should appear in Red.This can be done by using page control Style Property. The Style property has ten values that apply different formats to field text as below: Value Format Standard Standard StandardAccent Blue Strong Bold StrongAccent Blue + Bold Attention Red + Italic AttentionAccent Blue … Continue reading How to change the font colour of a List page based on a condition in Dynamics NAV →

Introduction: This blog article will explain how to import a .bacpac file to Microsoft SQL Server which is created from Finance and Operations database that is based on Azure SQL Server. You can refer steps here for creating .bacpac file. Following points are recommended for smooth and secure importing of .bacpac file Take a backup … Continue reading Commands to Import .bacpac file to D3FOE SQL Server →

Issue: When we use a HTML web resource in Dynamics 365 CRM forms or even as a separate navigation, we sometimes face issue that Backspace on Text boxes do not work. Why this happens: This happens because in Custom HTML web resources, we add reference to “ClientGlobalContext.js.aspx”. We need this library to gain access to the … Continue reading [Solved] – Backspace not working in HTML Web Resources →

Introduction: The unified client which was released D365 V9 had a very refreshing UI and lots of features. One of the best features in Unified Interface was Timeline view, but the timeline view did not have ability to send emails. The Unified client has a new Email UI with rich text controls and advanced editor. … Continue reading Dynamics 365 Tip: Sending Emails using Unified Interface →