In NAV 2017, Microsoft have added new field in Sales Area i.e. Work Description, which help users to add details about the Sales Quote and which gets copied over to Sales Invoice. This is the important field for the Sales people to give special instructions which can be used for Production if the goods are … Continue reading Work Description field in Sales Quote in NAV 2017 →

Introduction: Narratives for Power BI is a product that automatically delivers dynamic narratives that explain the insights within your data. No more manually writing explanations and spending time interpreting data. Instead, the narratives, which are powered by advanced analytics, are perceptive and dynamic and explain what is most interesting and important in your data. Drill … Continue reading Narratives for Power BI →

Introduction: The purpose of this article is to help fellow entrepreneurs and sales managers leverage the power of Office 365 and Dynamics 365 to manage and build their sales pipeline with a few easy steps. In this article, we focus on utilizing Business Process Flows on Opportunities in Dynamics 365 and Triggering Email Notifications to … Continue reading Managing your Sales pipeline in 1-2-3: Triggering Email Notification on ‘Proposal Sent’ →

Introduction: Missing Registration For Location Error Can come when we are trying to publish the web application on azure from Visual studio. Solution: There are many blogs which says updating your  visual studio or Upgrading Azure SDK will resolve your problem but this solutions did not work for me. So I used alternative approach for publishing. … Continue reading Missing Registration For Location Error while Publishing the API on Azure. →

Introduction: This blog explains how to Integrate PowerApps with Dynamics 365. Keep the following restrictions in mind: Only PowerApps users in the same tenant can access the embedded app. To access PowerApps using Internet Explorer 11, you must turn off Compatibility View. Steps to be followed: In powerapps.com, on the Apps tab, click or tap the ellipsis ( . … Continue reading Integrate PowerApps with Dynamics 365 →

Overview: In this blog we will see how we can prepopulate lookup and dropdown (option set) fields on an Entity form in D365 CRM Portals using JS. Pre-Requisites: D365 CRM Portals D365 CRM Environment Introduction We know that if we want to prepopulate a lookup or a dropdown field on a form in CRM Portals … Continue reading Prepopulating Lookup and dropdown fields on a Form in D365 CRM Portals using JS →

Background: As we know, we can only work with Extension code in D365 Finance and Operations. In this blog article, we will see how we can add a custom display method to a Table and display it on form using Extension. Steps: Create a new Class Add Display method Display the method on form 1. … Continue reading Add custom Table method on Form in D3FOE →

Dealers must guide out how they need information, for example, stock, requests, clients, and items to move through every framework. At that point, they should assemble a stage that bolsters these streams. This requires a group with broad information on your frameworks to have the option to fabricate a custom combination arrangement without any preparation. … Continue reading How to Customize Microsoft Dynamics NAV Startup Screen →

Introduction: In this blog we will demonstrate how to create and associate records using Xrm.WebApi which provides methods to use Web Api to create and manage records. Implementation: Step 1: The syntax to create a new entity record is as follows: Xrm.WebApi.createRecord(entityLogicalName,data).then(sucessCallback,errorCallback); Here entityLogicalName(string) and data(object) parameters are required. The “data” parameter is a JSON … Continue reading Create and Associate records using Xrm.WebApi →

Introduction: We often get issues raised by Users while training PSA – Amount entered on Expense Entry is not reflecting on Invoice in T&M Project and instead shown as $0 as below. Resolution: We need to configure PSA correctly and check below configurations. 1. Sales Price List of Project is configured with Category Prices and … Continue reading Zero Amount Issue for Expense Entry of T&M Project in D365 PSA →