Custom Business Process Flow is not showing in UCI
Scenario: We had created the custom Business Process Flow on order entity which was visible on web client but not in UCI. For making it visible in UCI we must add that Business Process Flow in App. Steps: Create new solution and add Existing App which you are using in that solution. Add Custom Business … Continue reading Custom Business Process Flow is not showing in UCI
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Get Feedback from customers after Case is resolved using MS Flows
Introduction: In this blog we will use MS Flows to send out Surveys to customers once the Status Reason on the case is “Problem Resolved”. Implementation: Step 1: Below shown is the configuration of the flow. The flow is triggered once the Status Reason field in the case is changed. The statuscode is 5 which … Continue reading Get Feedback from customers after Case is resolved using MS Flows
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How to use shared shift in a store with two or more terminals in Dynamics 365 for Retail
Introduction: A “shared shift” configuration lets retailers have a single shift across multiple registers, cash drawers, and users. A shared shift has a single starting amount and a single closing amount that are summarized across all cash drawers. Shared shifts are most typical when mobile devices are used. In this scenario, a separate cash drawer … Continue reading How to use shared shift in a store with two or more terminals in Dynamics 365 for Retail
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Fetch FormControl and value of different type in Event Handler of D365 Operations
Introduction: In this blog article, we will see how we can fetch Form Control and its value which is of different datatype in EventHandler in D365 Operations Scenario: I am working on Global Address Book functionality for checking Duplicate values for PartyID (String), Tax Id (CheckBox) and Tax Id Type (ComboBox). I am using Event Handler … Continue reading Fetch FormControl and value of different type in Event Handler of D365 Operations
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Import Solution XML error
Introduction: In this blog we will discuss how we can solve XML issue while importing solution from one environment to other. Scenario and Steps: 1. Deploying a solution from one environment to other causing issues below issue. This error occurs when there are some integrations enabled for your entity. 2. Click on “Help me resolve … Continue reading Import Solution XML error
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Improve user experience with Naming Conventions in SharePoint
Introduction: When facing a task of naming a new file, every personnel will name it accordingly what may think is the best. You can organize and manage documents more effectively. Organizations should have a standard naming convention for documents, libraries, lists and pages in SharePoint Online. To improve the user experience for SharePoint, here are … Continue reading Improve user experience with Naming Conventions in SharePoint
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Comparison of the API for Business Central on-premise and Business Central on Cloud
Introduction: This blog is to give an introduction regarding how to integrate the data from Business Central to an API and also gives a comparison of the API integration in Business Central on-premise and Business Central on Cloud. I will demonstrate it with an example for Sales Order Entity. Pre-requisites: 1. Microsoft Dynamics 365 Business … Continue reading Comparison of the API for Business Central on-premise and Business Central on Cloud
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Quote revision in D365 PSA
Problem Statement: D365 Sales on CRM in general has ability to revise Quotes to track the Quotes revision. In sales, the process was to Activate the Quote, and then you get option to Revise Quote which will create the Copy of Quote with new revision number in Draft state. In Project Service quotes, we don’t … Continue reading Quote revision in D365 PSA
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Stocked Product in Item Model Group: Dynamics 365 for Finance & Operations
Introduction: If Stocked product checkbox is selected, then inventory transaction will be generated, and product inventory will be tracked. If this checkbox is not selected(Mainly for service items), then Inventory transaction will be not generated, and product inventory will be not tracked. Scenario 1: If Stoked Product Checkbox is not selected Posted purchase invoice for … Continue reading Stocked Product in Item Model Group: Dynamics 365 for Finance & Operations
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Modifying a report query based on the input data in AX 2012R3
Introduction: Controller class is used to control the report execution as well as pre processing of the report data. The SSRS reporting framework uses this class to modify the report dialog, calling the SQL Server reporting services, as well pre processing parameters for the report. How to do? Create a new class. Open AOT –> … Continue reading Modifying a report query based on the input data in AX 2012R3