Introduction: In this blog article, we will learn how to create entity Store in Dynamics 365 For Finance and Operations. Steps: 1. Add new Items 2. Under Dynamics 365 items –> Analytics –>Aggregate Measure. 3. Assign a table to the aggregate measure. 4. Add Measures to the aggregate Measure . Mention the field and Set appropriate properties … Continue reading Creating Entity Store in Dynamics 365 For Finance and Operations →

Introduction: This blog demonstrates how to modify the non-key fields with respect to the key fields. Pre-requisites: NAV 2017 Demonstration: Generally, when modifying the records, the syntax used is Record.FieldName := New_Value; Record.MODIFY(TRUE); In order to do modify the Key fields of the table, we need to know the order in which the keys are … Continue reading Modifying the Primary keys of records in NAV →

Introduction: This blog explains how a Technician can register Payments done by Customer during visit of Field Service. Scenario: We often get enquiry from Clients do we have option to register Payments done by Customer in D365 Field Service this as can achived as explained below. Details: Technician should create a record of Payments on … Continue reading Payments in D365 Field Service →

Overview: Often you miss doing your time entries in PSA for the work done and go on a leave! You either then need to just struggle to find a system and do it yourself or raise some other kind of request to make sure billing is done right. But, you can delegate time entries to … Continue reading Delegating Time Entries in D365 PSA →

Introduction: In D365 Operations, when we create a workflow for Purchase Order we face a formatter error related to Time zone. This error is caused due to conflict as same time zone specified twice for a legal entity. First for the legal entity and second time for the address. In this blog, I will tell … Continue reading Purchase Order Workflow formatter error in D365 Finance and Operations →

Introduction: This blog explains how to open  report from custom ribbon button on entity form. Steps to be followed: 1. Add custom button on entity form using Ribbon Workbench. (If you don’t have ribbon workbench solution installed, you can install it from here. ) 2. Once button is added on form, navigate to the Quote entity … Continue reading Open report from custom ribbon button on entity form →

Introduction: In this blog we will see how to create a marketing email in Dynamics 365 for marketing preview. Dynamics 365 for marketing provides an easy drag and drop tool to design marketing emails with dynamic personalized content. Implementation: Step 1: We navigate to Marketing Emails and Click on New. We can see there are a … Continue reading Design Marketing Emails in Dynamics 365 for Marketing →

Introduction: Free text invoice is useful to book sales without creating Sales order. It is used to sell a quantity of services and goods which are not inventory item. User cannot select Item in Free Text Invoice. It contains order lines that include ledger accounts, descriptions, and a sales amount. Steps: Below are the steps to create … Continue reading Free Text Invoice Dynamics 365 for Finance & Operations →

Introduction: In this blog, we try migrating Email Template records under Email Marketing module in ClickDimensions. ClickDimensions has many modules like Email Marketing, Analytics, Event Management etc. Under Email Marketing Module, we have entities like Email Template, Email Sends, Sent Emails, Unsubscribes and so on. While trying to migrate all the Email Templates from D365 … Continue reading Migrating ClickDimensions Records From D365 v8.2 to v9: Email Template →

Introduction: Deployment of Power BI to Dynamics 365 for Finance and Operations is done by Embedded Power BI in Dynamics 365 for Finance and Operations. Configurations of Power BI in operations: Configure your LCS project within Dynamics 365 for Operations Navigate to System Administration –> System Parameters –>Go to Help Tab Here you will be … Continue reading Deployment of Power BI reports to Sandbox and Production →