Introduction: Working with D365 is best when you’re trying to use as much OOB stuff as possible. Simplest configurations like selecting a view for your Lookup field is easily possible on the D365 Form. However, this is not possible on the fields on the Business Process Flow Use of addPreSearch() and addCustomFilter() on BPF Fields: … Continue reading Filtering Records on BPF unlike on Form – D365 →

Introduction: This blog explains how to Filter records in gallery control based on value selected in other gallery control in PowerApps. Scenario: I am using Dynamics 365 Connection. I have data source named as Time Entry within that data source I have fields named as  Projects  and  Project task and data type of both fields is … Continue reading Filter records in gallery control based on value selected in other gallery control in PowerApps. →

Introduction: In this blog, we will demonstrate a way to display the current active stage of a business process flow in views in D365 v9 as the out of box process stage name field does not show any value in the views. Implementation: Step 1: We have created a basic Business Process flow on contacts … Continue reading Business Process flows process stage name blank in D365 v9 Customer Engagement →

Introduction: In this blog article, we will see how we can track changes in data made since last export using Data Entities in D365 Operations. It is basically an SQL Change Tracking feature. Steps: Go to Data Management -> Data Entities. Select the Entity for which you want to enable Change Tracking. In the Action … Continue reading Change Tracking for Data Entities in D365 Operations →

Introduction: The requirement was such that , the user will select a line in the subform. The subform has fields like the Customer ID, Customer Name, and a field Recieved Crates. On click of the action button in the Main form, a page opens which contains the details of the selected line in the subform  … Continue reading How to update the selected line in the Subform on click of an action button in the Mainform in NAV →

Introduction: Restore feature has been added to OneDrive for Business, this feature allows to restore files any time during the last 30 days. So, users will be able to use this feature and restore file to a specific period of time. Restoring file: Sign in to your OneDrive for Business using work account credentials. Choose … Continue reading Files restore feature in OneDrive for Business →

In this article, we highlight the key cloud-based IT and business systems that a Small and Medium Enterprise in India could use to improve efficiency while keeping costs low. These are also systems that we use to run our day to day operations. 1. Office 365 Business Premium – Email, Microsoft Office, Document Management, Security … Continue reading IT and Business Systems for a Small and Medium Business in India →

Introduction: This blog explains how to show alerts in D365 V9. Details: We often get requirement to show alerts in D365 V9 Forms and can be achieved using below syntax. Xrm.Navigation.openAlertDialog(alertStrings,alertOptions).then(closeCallback,errorCallback); Example: 1. Alert with no callbacks. var alertStrings = { text: “successfully checkedin.” }; var alertOptions = { height: 120, width: 260 }; Xrm.Navigation.openAlertDialog(alertStrings, … Continue reading D365 V9 Alert Dialog →

Introduction: This is an observation I made when one of our clients wanted to have a limit on the calculated fields. Let’s say, a lower limit of the currency field that is expected to throw an error (or somehow not allow) the currency going in negative values for a calculated field. Observation: Now, I want … Continue reading Calculated Currency Field doesn’t support Min or Max values →

Introduction: While migrating Email Activities from D365 v8.2 to v9, I came across the following error: “Operation failed. Label: Create email, Name: emailCreate2, Message: -2147220969: ActivityPointer With Id = XXXXXXXXXXXX Does Not Exist” This can cause some confusion as activitypointers do not need to be migrated before you begin migrating emails. What are ActivityPointers? The … Continue reading Error During Email Activity Migration: ActivityPointer Does Not Exist →