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Category Archives: Dynamics 365

MPOS to CPOS in Dynamics 365 for Retail

Hello guys, The two types of point of sale or POS in Microsoft Dynamics 365 for Retail Management Solution are MPOS and CPOS. MPOS is Modern Point of Sale and CPOS is Cloud Point of Sale. There is no offline functionality when it comes to Cloud POS. It has a unique design that allows you to … Continue reading MPOS to CPOS in Dynamics 365 for Retail

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ProTip: Running Multiple Registers on CPOS

Let’s say you need to create a new store with multiple registers on CPOS.   It is now possible to have a retail store with multiple registers each running CPOS and each having their own dedicated hardware.   For example: A store with two registers both running CPOS and both having their own receipt printer, … Continue reading ProTip: Running Multiple Registers on CPOS

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Customer order printing issue in Microsoft Dynamics D365 For Retail

Hi, In this blog I am going to illustrate how to get past the printing issues when you are trying to print Customer order, Quotation etc. Let’s consider a scenario: You are using a POS printer which is connected to your CPOS system. After finishing a transaction you want to print the receipt again from … Continue reading Customer order printing issue in Microsoft Dynamics D365 For Retail

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Restart IIS using Visual studio and Command prompt

Dynamics 365 for finance and operations is one of the best ERP solutions in the world. Clients can do a lot of complex jobs with ease when they choose to go for ERP solutions. It not only helps in improving the efficiency of the staff but will also help in improving the productivity of the … Continue reading Restart IIS using Visual studio and Command prompt

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How to Run Jobs manually in Microsoft Dynamics 365 Retail

“Run Jobs” – as the name suggests is a process between Retail Channels and Retail essentials through which we transfer data between channels and database. Please Note: Jobs Run at a specified time which may be different for every Retail Scheduler. Be aware of what the time is set for jobs to run automatically.  Running … Continue reading How to Run Jobs manually in Microsoft Dynamics 365 Retail

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How to change the Quote status to Draft after the Quote is won in PSA V3.X using MS Flow

Problem Definition: The sales cycle in my company demands me to create an opportunity every time a CR is requested or there is an additional estimate via a proposal that we ask on the current project from the customer. This needs me to go through the cycle from Opportunity to Quote to Contract. But, in … Continue reading How to change the Quote status to Draft after the Quote is won in PSA V3.X using MS Flow

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Get Dynamics CRM layoutXml used in View from DevTools

Most times when you want to use AddCustomView() method to a Dynamics 365 control, you need to pass layoutXml to the method that will show the view you define. There’s an easier trick than writing this up. Select your View Assuming, you have an Advanced Find view open in the window which you want as … Continue reading Get Dynamics CRM layoutXml used in View from DevTools

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Expenses in PSA for Fixed Bid and T&M contracts

Problem Definition: One of my clients decided to use Expense module in PSA and to his surprise he could see the amount value to be 0 in the Actuals. But, at the same time the Cost line had values in it. Upon researching and digging into all the configurations I was tired and couldn’t conclude. … Continue reading Expenses in PSA for Fixed Bid and T&M contracts

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Qualify Lead in D365 CE: Select which entity records should be created

Posted On August 20, 2019 by Priyesh Wagh Posted in Tagged in

Wave 2019 Updates brought some really sought-after features. Another one which I would like to bring up is the Lead Qualification experience. I’ve written this post when I enabled the Early Opt-in of Wave 2 Oct 2019 Updates. To enable Early Opt-in, please refer this post – Early Opt-in for October 2019 Wave 2 Updates This … Continue reading Qualify Lead in D365 CE: Select which entity records should be created

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Early Opt-in for October 2019 Wave 2 Updates

August 2, 2019 was when the Wave 2 Updates were to be out. And here we are! By now, you should have gotten the option to update the wave 2 updates on your environment(s). Let take a quick look at how you can enable this for your environment. Here are the details Microsoft notes on … Continue reading Early Opt-in for October 2019 Wave 2 Updates

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