Dynamics 365 for Customer Service is the right ERP software to use if you desire to see the customer service improvement in your company. When businesses provide excellent customer support, clients not only have the best experiences, but they also stay loyal to a business. Of course, there are so many ERP solutions out there in the market. Dynamics 365 solutions are, however, the best in the world as many companies tried and tested this product and love the way it helps them to become a lot more organized. Since Microsoft owns this product, they do a lot of research to enhance this particular product. One problem people do not know how to fix is the infinite loop issue. Here are some fantastic tips to help you to surpass the problem. While using fetch xml to retrieve records more than 5000 records and if you have multiple entities involve in it. There are chances that you will get into an infinite loop even if you have less than 5000 records. Description: We have noticed that after 9.0 if you are using the old method to retrieve more that 5000 records using the fetch xml in the script it is possible that you will get the into infilter loop. This happens due to the internal multiplication of table which gives fist and last records id same in fetch XML. You need to make sure that include the header as shown in the below screen Need to make sure that you have below check condition before calling the fetch next record collection if (data[“@Microsoft.Dynamics.CRM.fetchxmlpagingcookie”] != null && data[“@Microsoft.Dynamics.CRM.morerecords”] != null && data[“@Microsoft.Dynamics.CRM.morerecords”]==true) { It has more than 1 record true only than call the next request Conclusion Hope this helps you to solve your infinite loop issue.

There are so many ERP or Enterprise Resourcing Planning Software in the market today. You need to pick the best one out of all the available options if you want your company to be successful in every stream of the operations. Dynamics 365 for Finance and Operations is one of the best ERP software that you can find. Companies do benefit a lot when they deploy Dynamics 365 Operations Environment. When employees put in enough time in learning how to use the software, things can become easy for them. It will help your staff to become a lot efficient in their duties. Their performance is also going to increase drastically over a period. Companies desire to unify both the operations and finance functions in their organization to make better and informed decisions quickly. Of course, there are so many options that are out there in the market. But, Microsoft Dynamics 365 for Finance and Operations is one software that you need to pick if you want to streamline your business. Businesses will get to enjoy so many benefits when they select this particular option over all other options. Many people do not know how to set up this software, nor do they know how to navigate through the application. Don’t worry — that is fine. In this article, we will take look at the post configuration setting for Finance and Operations environment. You can login to your LCS environment and check whether D365 Operations environment deployed or not. 2. Once you click on the deployed environment you’ll see the screen that shows the network configuration, storage details, environment details, service account use to deploy the environment and administrator details. We are not going into all this details, we’ll click on the login to the environment to configure the setting for AX development. 3. Once we click on the Log on to environment we’ll see the following D365 finance and operation environment screen. For now only the Admin who deployed the environment is able to access the environment so we need to add some user to the environment. Click here and scroll down to module section.   4. Once we click on the Users we can see list of the users with role, Click on the import users link, We can then see the list of users in the tenant we have if we are D365 tenant then we’ll have all the user from the organisation. 5. From the list of user we can add the users and assign the role for the user for the D365 development. We can also set the configuration for the different tools that Microsoft offer as a part of the development like Power BI integration. So, in this blog we see how to set up the post configuration setting for the LCS and how to add users to environment for D365 development.

Microsoft Dynamics 365 for Retail Management Solution is an end to end or complete retail solution that every business need to have. It provides unified commerce solutions to retailers in all the channels, such as mobility, intelligence, sales, and productivity. Retailers can do a wide range of activities using this particular software. This solution helps customers to have an immersive experience. Retailers achieve a lot when they use Microsoft dynamics 365 for retail as people can do most of the things on the cloud. It increases the efficiency of the workers that are using this software. It is a SaaS solution that Microsoft is hosting. It is one of those solutions that retailers and their staff will love using. In this blog I am going to demonstrate how to deal with errors generated during statement posting. At times while you are posting a shift/statement, you may run into number of different errors. You may need to resolve them on your own. However, sometimes the error occurs because of a bug as shown in this article. It is asking you to run a validate store transactions job. Run the job, however the error message may not go away. If  this error message does not go away than it’s more like  a bug than an error.  You need to contact Microsoft and raise a ticket . They can resolve this error in a day or two. As you can see here shift 2637 is still unposted i.e. no right tick in the posted column next to it. It won’t let you post it even if you create a new statement and try to post it. The reason could be that the statement containing it is not posted yet.  Go to statements and find the unposted statement and try to post it. Issue should be resolved. Hope this helps!

There are so many different ERP systems in the world. ERP simply means an enterprise resource planning system. While there is stiff competition, Microsoft Dynamics NAV integration is one of the best ERP systems that companies love using. It is because of numerous features that it offers to its clients. One of the reasons why people like it is because this ERP system allows you to sync their ERP with all other systems out there with ease. There is no need to touch any buttons to make this happen. The other name for Microsoft Dynamics NAV is Microsoft Dynamics 365 Business Central. Now, this is one of the many products that are part of the vast Microsoft Dynamics family. Introduction: In this blog, I will demonstrate how to Undo and then Redo Quantity Posting on a Posted Return Shipments in Microsoft Dynamics NAV / Business Central. This functionality is useful if user ships the wrong quantity or selected the wrong item for Purchase Return Order. Pre-requisites: Microsoft Dynamics NAV Microsoft Dynamics Business Central Demonstration: NOTE: You cannot undo a posting if purchase credit memo is posted. 1. In the search option, enter Posted Purchase Return Shipment and then choose the related link. 2. Open the Posted Purchase Return Shipment that you want to undo. 3. Select the Posted Purchase Return Shipment Lines that you want to undo.   4. In Lines, click on Function button and choose to Undo return shipment action. 5. Choose Yes in pop up box. 6. A corrective line inserted under the selected Return Shipment Line. 7. The Return Quantity Shipped field on the related Purchase Order will be set blank once undo receipts. 8. Open the return order in question, and then choose the Reopen action. 9. Correct the entry in the Quantity field and Post the Purchase Return Order again. Conclusion: The functionality helps the user to reverse the Purchase return shipment so the user can Post Purchase Return Order with correction.

Customer Service is one of the essential segments of any business if they want to become successful. Every single thing about it does matter. Dynamics 365 for customer service is one of the tools that a business can use to improve brand loyalty and also to improvise the value that the companies offer to their clients. Any company that wants to improve in this segment needs to work on this thing. D365 Customer Service will set your company apart from the rest of the firms out there. This software will help you stay ahead of the customer’s expectations and to resolve their concerns a lot faster. Customers can reach out to the company a lot quicker and get resolutions for the problems they are facing at a much faster pace. Microsoft Dynamics 365 CE streamlines the way your employees communicate with customers and enhances their ability to collaborate. Problem Statement Clients implement D365 CE for all departments also need home/landing/default page for each department. This blog will help you to configure default URI for each department in D365 CE implementation for Company. Configuration Steps 1.       Open Dynamics 365 Sales app 2.       Navigate to “My Apps” in Settings group 3.       Open Manage Roles Click on ellipses(…) and pop-up open, click on Manager Role 4.       Setup App URL Enter URL Suffix e.g. SL and automatically URL is generated. 5.       Setup Roles Roles are assigned to URL, Users with specific roles can only access App. 6.       Copy URL and click Save button also share with Users for opening. Conclusion After following above configuration steps, we can share App URL with Sales Department similarly we can configure for Customer Service, Project Service, Field Service or any custom App share with the respective department. Hope this blog helps you to configure Department-wise or based on App for a group of people.

Typically, when you track Email/Appoint records from Outlook, unknown senders are created as Contacts in Dynamics 365? A new Email from unknown recipient. And if you track this Email using D365 App For Outlook, a new Contact is created in D365 without you being notified about it. And the Email from the Saved Contact in D365 appears like this Now, this could be unwanted. And there’s a simple way to turn this off! Disable Contact/Lead creation This setting is controlled from your Personal Settings. Under Email tab, look for the option that let’s you create Contacts/Leads for tracked Unknown Recipients. Once you un-check the same, when you track the Email/Appointment with unknown recipients, new Contacts will not be created. And you could identify this by simply going into Emails and seeing that the Email address appears rather than a Contact. Hope this helps.

Domain verification in Office 365 is a very simple task, you just need to add a custom domain, add the TXT or MX record by provided by your tenant with your domain registrar and then verify it. However, sometime you might face issues verifying a domain and end up getting an error like “We have confirmed that you own <DOMAIN_NAME>, but we cannot add it to this tenant at this time. The domain is already added to a different Office 365 tenant”. When you are unable to verify your domain through Office 365, you can also try adding domain from Azure Active Directory.   Basically, If you already manage a tenant with Azure services or Office 365, you cannot add a custom domain name if it is already verified in another Azure AD tenant. What we can do over here is to use the ForceTakeover option with Azure AD PowerShell. Connect to Microsoft online services. 2. Get the domain list currently associated with your O365 tenant. 3. Add the domain which you want to verify and after adding that domain, you can see the status and it will be in the ‘unverified’ stage. 4. Now, you have to get the DNS TXT record for the domain, you need to add the TXT record in your domain registrar. Verification sometimes might now happen immediately because it takes time for the record to propagate. 5. Add the -ForceTakeover needs to be added to the cmdlet only when .forcing an external admin takeover. This method can be used at last after you have tried each method for verifying your domain but still can’t verify it. 6. Once you run the -ForceTakeover cmdlet, the status of the domain will get verified.

Introduction: In this blog, I will demonstrate how to undo a Quantity Posting on a Posted Purchase Receipt in Microsoft Dynamics NAV / Business Central. This functionality is useful if the user receives the wrong quantity or selected the wrong item for the Purchase order. Pre-requisites: Microsoft Dynamics NAV Microsoft Dynamics Business Central Demonstration: NOTE: You cannot undo a posting if the purchase invoice is posted. 1.    In the search option, enter Posted Purchase Receipts and then choose the related link. 2.    Open the Posted Purchase Receipts that you want to undo. 3.    Select the Posted Purchase Receipt Lines that you want to undo. 4.    In Lines, click on Function button and choose Undo receipt action. 5.    Choose Yes in pop up box. 6.    A corrective line inserted under the selected receipt line. 7.  The Quantity Received field on the related Purchase Order will be set blank once you undo the receipts. Conclusion: The functionality helps the user to reverse the Purchase receipts so the user can post purchase order with correction.

Dynamics 365 for customer service assists businesses to provide efficient and excellent customer service to improve customer service in a team. When it comes to business, every interaction that you get from your customer does matter a lot. Maximizing brand loyalty is only possible when customers get their problems or issues resolved quickly. Companies need to invest in Dynamics 365 solutions if they desire to provide the best customer service to their existing and prospective customers. It has some of the best features that can enhance your business operations. And the best part, it is quite economical than all other solutions that you now find in the market. There are so many resources that are available to make things easy for those who install and use it. We had a requirement where need to open the newly created record. Here we were using an action to create the record. Description: We had a requirement on button click contact will be created and once the record is created we need to open that record as well. Opening of the record is dependent on the user if he wants open or not. we have created a custom button and call the action which perform the operation of creation of the record. this record was created inside the action Below action was created and called on the button. 2. Output parameter was defined for the contact record that has been created inside the action 3. Once the contact record is created we set newly created contact guide as an output parameter. 4. Once that is done we got the contact id as a parameter and open it using the open form request in CRM Conclusion Hope this helps while setting output parameter value using the action.

Before getting into details, firstly I would like to talk about Microsoft Teams. If you’re familiar with MS Teams, you know that it is chat and collaboration platform – a place to manage all your conversations, files and important tools in one team workspace. You can access SharePoint, Power Bi and now Dynamics 365 for Customer Engagement right from the Teams app and can collaborate. Microsoft Teams comes with the Office 365 subscription and is present with both web and desktop version as well. Dynamics 365 page can be added as a tab on Microsoft Teams channel they are working on to allow easy access to the customer information. The tab added on MS Teams channel is a fully functional page that means you can edit any records or navigate to related records without leaving the app. You can also use Dynamics 365 Bot for quick updates on records. Before getting started,  enable Microsoft Teams integration feature from Dynamics 365 Customer Engagement: Sign in as a System Administrator. Go to Settings > Administration > System Settings > General. Enable Microsoft Teams integration. Let’s get started: I hope you already have Microsoft Teams App installed on your system. Go to the Teams channel where you want to add a Dynamics 365 page as a tab, add a tab by clicking on the + button. Search for Dynamics 365 App. After clicking on the Dynamics 365 App, you will be asked to select the Organization and the App module. Select the same from the dropdown accordingly and click on SELECT. Search for the entity you want to connect the to this channel and click on SAVE. It is done, you can now edit the record details or navigate to the related records in Dynamics 365 from MS Teams app. Once you complete the above steps, you will see a notification of record is successfully connected (see above image). Any changes done here will be synchronized with the Dynamics 365 for Customer Engagement apps. Once the integration is done, Teams also provides the feature to associate files. Any related documents uploaded in the Files tab in Microsoft Teams will also appear in D365 Customer Engagement apps under Documents for the record. Similarly, any documents added in D365 for Customer Engagement apps will appear in the Files tab on Microsoft Teams.Below images is of Microsoft Teams Files tab: Below image is of D365 for CE app > Documents: In the below images, you can see various locations for documents, this is because I have also enabled SharePoint integration. You can select the specific location or All File to view each file related to this record. As you can see in the below images the files uploaded on Microsoft Teams appears over here. If you want open a record in Dynamics 365 for CE and you are in Microsoft Teams currently, don’t bother to enter the URL. Click the Go to Website icon. Setting up the Dynamics 365 Bot: You can set up the bot feature to interact with Dynamics 365 Apps. You can also use Dynamics 365 bot to look up and make a quick update on any record. For setting up please follow the below steps. You can go to the Chat on the left side of the Teams app, and then select Dynamics 365 for Customer Engagement apps. In the welcome message from Bot, it provides some abilities of the bot. You will need to click on Sign in. Select Org and then Click on NEXT. Enter credential and Sign in. The Dynamics 365 bot setup is complete and some option is already loaded to get started.