Category Archives: Dynamics 365

Latest purchase price option in the released product in D365 Finance and Operations (SCM)

In this blog, I’m going to showcase to you the impact of the latest purchase price parameter on the item purchase price. Enable the latest purchase price for any product. So whenever new purchase order is created for a product with a specific price or different price, and in case the price of the product … Continue reading Latest purchase price option in the released product in D365 Finance and Operations (SCM)

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Dynamics 365 New Store Commerce App Overview, Setup, and Installation

This blog explains how to configure the Microsoft Dynamics 365 Commerce Store Commerce app and applies to Microsoft Dynamics 365 Commerce version 10.0.25. The Store Commerce app in Dynamics 365 Commerce is the next-generation offering for physical stores. It combines Modern Point of Sale (MPOS) and Cloud Point of Sale (CPOS) into a single application, … Continue reading Dynamics 365 New Store Commerce App Overview, Setup, and Installation

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Dynamically filter required Fields/Columns from a Record’s BPF and Form and apply Requirement to those fields

Hi Everyone, Let me explain this topic with an example of a scenario that you might encounter. I’ll walk you through how to complete this scenario in a concise manner below. Use Case Let’s say you have a Table (Entity) with or without multiple Business Process Flows (BPFs) that include some required Fields and even … Continue reading Dynamically filter required Fields/Columns from a Record’s BPF and Form and apply Requirement to those fields

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Cancel the running flows with JavaScript code

We will look at how we can use JavaScript to cancel flows that are running without canceling each flow manually. To do this, follow the steps below. Let’s look at a scenario where we are seeing the flows that are in a running state and are not terminating. Click on All runs, this navigates you … Continue reading Cancel the running flows with JavaScript code

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Download SSRS report as a PDF with Power Automate – Part 2

In this blog, we will see how to extract the value for PdfDownloadUrl so we can load it into another request and get our PDF.

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Download SSRS report as a PDF with Power Automate – Part 1

In this blog, we will see how to retrieve PDF Download URL from the console using the SSRS report. Step 1 – Create a new flow and set the trigger to Manually trigger a flow. Step 2 – After you have your trigger, you need to add two inputs to it, Report Name and Report XML. Step 3 … Continue reading Download SSRS report as a PDF with Power Automate – Part 1

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How to configure Mailbox and set Regarding with in Outlook?

These are the following requirements for enabling D365 for Outlook.  License that includes Outlook Email Exchange services  Mailbox configured in D365 CRM  Steps Below are the steps to approve the mailbox configuration of the Outlook add-in – Go to Advanced Settings -> Email Configuration 2. Select Mailboxes 3. Select the User you want to configure … Continue reading How to configure Mailbox and set Regarding with in Outlook?

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Switching of Forms using Option Set field in Javascript

Use Case – To Switch form based on the value selected from option set field. Steps – 1. We have a Option Set field – “Lead Type“ Based on the Option selected – the form will switch For example – “PMO Member” – On change of the option, it will switch to PMO Member Form … Continue reading Switching of Forms using Option Set field in Javascript

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Switch BPF in Dynamics 365 using JavaScript

In today’s blog, we will cover how to change the BPF using JavaScript in the unified interface when the form loads based on a custom field Lead Type on the Lead form. Let’s take a closer look! Steps – In the example below, we have a new option set field called Lead Type with values of TAB Member and TBO. When the Lead Type has a … Continue reading Switch BPF in Dynamics 365 using JavaScript

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How to Dynamically Filter Multi-Select Option set/Picklist in D365 CRM using JavaScript

Posted On April 27, 2022 by Sancia Dcunha Posted in Tagged in ,

In this blog, I am going to show how we can filter a field (multi-select option set) item dynamically based on another field (single-select option set) item. Let’s consider a use case, We have a field named ‘Application Area’ which is a (single-select option set) field and ‘Application Type’ which is a (multi-select option set) … Continue reading How to Dynamically Filter Multi-Select Option set/Picklist in D365 CRM using JavaScript

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