Problem Definition: I have observed a fact in PSA that when the task in PSA Schedule (WBS) is deleted, the corresponding Resource Requirement doesn’t get deleted. Hence, it keeps on appearing in the Schedule Board to allocate. Resource Managers face difficulties in order to understand whether to allocate them or not. Hence, it is a … Continue reading What if the Resource Requirement Still appears post the task is deleted from Schedule (WBS) in PSA V3? →

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 →

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 →

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 →

Problem Definition: As soon I upgraded my PSA version from V2 to V3, I saw that the role field got deprecated. Not only that, it was removed from Schedule (WBS in V2). We now had the functionality to directly assign resource to the task against having assign role. The projects that got migrated from V2 … Continue reading Non-Billable classification of task work around in PSA V3 →

Problem Definition: As soon I upgraded my PSA version from V2 to V3, I saw that the role field got deprecated. Not only that, it was removed from Schedule (WBS in V2). We now had the functionality to directly assign resource to the task against having assign role. The projects that got migrated from V2 … Continue reading Non-Billable classification of task work around in PSA V3 →

Introduction: This blog explains How to set up Gmail Authentication for D365 Portals. Steps: 1.) Register D365 Portal with Google API Go to Google API Console: https://console.developers.google.com/apis/dashboard?project=symmetric-axle-236007 2.) Create New Project or select the Project. 3.) Click on “+Enable APIS and Services” 4.) Select “Social” under category. 5.) Select “Google+API” 6.) Click on Enable. 7.) … Continue reading Set up Gmail Authentication for D365 Portals →

Introduction: This blog explain the steps to update the child records when parent record is updated in D365 CE using Microsoft Flow. Steps: Below are steps to be performed. 1.) Create new field on parent entity “Update Child record” of two option type in CRM.We will use this field in Microsoft Flow. 2.)Create Workflow Whenever … Continue reading Update Child Records when Parent Record is updated using Microsoft Flow for D365 CE →

Add Power BI report and Dashboard in D365 Portal Introduction: This blog explains how we can add Power BI report and dashboard in D365 portal. Below are the Steps: Step 1: Set up Power BI from Portal Admin Center 1. Go to the Dynamics 365 Administration Center page and select the Applications tab. 2. Select … Continue reading Enable Power BI Report and Dashboard in D365 Portal →