Dynamics 365, Business Archives -

Category Archives: Dynamics 365, Business

Optimizing Project Impact: Continuous Monitoring of Client System Utilization for Enhanced Value Deliver using Business Central

Introduction: It is crucial for the management team to track the client’s utilization of the system as a key metric for assessing the project’s success and the value it brings to the client. To facilitate this monitoring process, I have developed a utility that can automatically generate and send reports to the management team, detailing … Continue reading Optimizing Project Impact: Continuous Monitoring of Client System Utilization for Enhanced Value Deliver using Business Central

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Opportunity to Sales cycle – Part 2

Introduction: A Step-by-Step Guide to Creating Opportunities and Processing Sales in Business Central Pre-requisites for creating Sales Opportunities: Create Sales Opportunities You can create opportunities from the Opportunity List page. Typically opportunities are created from a specific contact or salespeople. Globally search “Salesperson” and select related link. Select the salesperson from the list for whom you want … Continue reading Opportunity to Sales cycle – Part 2

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Posting Restriction in Business Central for different users for Purchase and Sales documents

Introduction Invoices and shipments are frequently handled differently by different businesses. Processes, for example, can range from one person posting everything on a purchase order to numerous employees working on their own sites. On the User Setup page, you can now select how each user can handle invoices. Steps to achieve the goal 1. Go … Continue reading Posting Restriction in Business Central for different users for Purchase and Sales documents

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How to create a Business Central free trial tenant

Introduction Hi, Readers. Today I would like to talk about How to create a Business Central free trial tenant. References https://www.microsoft.com/en-in/microsoft-365/enterprise/office-365-e3?activetab=pivot:overviewtab Steps: Step 1: Search Office 365 E3 on Google or click on the below link. https://www.microsoft.com/en-in/microsoft-365/enterprise/office-365-e3?activetab=pivot:overviewtab Click on the Free trial Fill in personal details which are required Step 2: In the next screen, … Continue reading How to create a Business Central free trial tenant

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Load JSON data from Azure Blob Storage to Microsoft Finance and operation

In this blog we will see how to we can integrate data from Azure Blob storage to Microsoft Finance and operations. In this use case we are updating the data in the finance and operation destination Prerequisite: Azure Blob Storage Azure Finance and operation Step 1 : In this we will create the HTTP Trigger … Continue reading Load JSON data from Azure Blob Storage to Microsoft Finance and operation

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How to use Contact email and Sent email functionality on Vendor, Customer, and its Contacts?

Introduction: Contact email functionality is used in order to send emails to customers, vendors, and their contacts. Steps to achieve the goal: Go to Customers / Vendor and its Contact page there is action called as Contact By Email Then click on Contact  by Email action. You will be able to get the email based … Continue reading How to use Contact email and Sent email functionality on Vendor, Customer, and its Contacts?

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C# Code to retrieve lookup value id from target entity in D365 CE.

Let us consider below example as use case We have Plugin that triggers on Update of Contact Table and wanted to retrieve Customer related to Contacts. Customer is Lookup field on Contact Table. Hence here our target entity is Contact. Code – Entity targetEntity = (Entity)context.InputParameters[“Target”];   Guid ContactId = targetEntity.Id; Using the above code … Continue reading C# Code to retrieve lookup value id from target entity in D365 CE.

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Inventory Adjustments in Business central using Inventory Documents

Introduction: To adjust your inventory there is another ability provided by Business central using Inventory Documents. We can do positive and negative adjustments using Inventory Receipts and Inventory shipments respectively. Steps to achieve the goal: First, we need to set up the number series for Inventory Receipts and Inventory Shipments and Posted Inventory Receipts and … Continue reading Inventory Adjustments in Business central using Inventory Documents

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Let’s get started with Azure Function for Dynamics 365 CRM: Part 1

In this blog, we will learn how to create an Azure Function App to connect it with Dynamics 365 CRM and perform the CRUD operation in Dynamics 365 CRM. First, we will create an Azure Function project for Dynamics 365 CRM from Visual Studio, and below are the steps for the same. Open Visual Studio … Continue reading Let’s get started with Azure Function for Dynamics 365 CRM: Part 1

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