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Category Archives: Dynamics 365

Get/Read Selected Record Information From Main View Or A Sub-Grid using Ribbon Workbench In D365 CRM

There is a common application of getting selected records information while working with custom buttons using Ribbon Workbench. Use Case: We had a requirement, where we needed the information of the all selected records from the Main View and Sub-Grid of an entity. We can achieve in Ribbon Workbench. Steps: 1. The button on which … Continue reading Get/Read Selected Record Information From Main View Or A Sub-Grid using Ribbon Workbench In D365 CRM

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Message API – Message::AddAction() in D365FO Version 10.0.10 PU34 | New Feature

Introduction: From the version 10.0.10 Platform update 34, Microsoft has added a new feature Message::AddAction() which is shown in the message bar.  Details: Message API associated with display or action menu items, which is visualized as a hyperlink/link button.  It is linked with a single record at a time, called single action. In below taken example, we will … Continue reading Message API – Message::AddAction() in D365FO Version 10.0.10 PU34 | New Feature

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Email Parameters | SMTP Configurations for sending Test Mail from D365FO

Introduction: In this blog, we will see how to set up email parameters and SMTP configuration for sending test mail from Microsoft Dynamics 365 Finance and Operations. Details:  Go to the Email Parameters by follow this path: System administration -> Setup -> Email -> Email Parameter. Another easiest way to find the email parameter in a … Continue reading Email Parameters | SMTP Configurations for sending Test Mail from D365FO

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Bill on Time, Get Paid on Time – Importance of the AR Report for a Professional Services Organization

In my last LinkedIn Post (Cash Position Report), I talked about the strategic importance of Cash on hand for a Professional Services Organization. In this post, I want to talk about the importance of the Overdue Accounts Receivable (AR) Report. As a Professional Services firm, most of our revenue comes from Project based delivery of Services. … Continue reading Bill on Time, Get Paid on Time – Importance of the AR Report for a Professional Services Organization

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Server side/DB related issues,errors in D365 Commerce Retail POS

One of the issues with Dynamics 365 Retail is the way the errors are displayed to end users. I have come across many instances where it becomes very difficult to investigate and get to the root cause of an error message. The lack of clarity becomes an issue when you are not very familiar with … Continue reading Server side/DB related issues,errors in D365 Commerce Retail POS

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Create new aggregate measurement / Entity store in D365 Finance and Operation to be consumed in Power BI report in D365 Finance and Operations

In D365 there are several option to export/Import data like Data Entities, BYOD, Aggregate measurements/Entity store. In this blog we will learn How to create entity store in D365 Finance and operations. Aggregate Measurements/Entity Stores are use to create Power Bi reports with nearly Live data where user have option to set its recurrence that … Continue reading Create new aggregate measurement / Entity store in D365 Finance and Operation to be consumed in Power BI report in D365 Finance and Operations

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Import CSV file in D365 for Finance and Operation using X++

Below is a simple example for importing data from CSV file in D365 FO using X++: /// <summary> /// import color code /// </summary> class CFSImportColorCode {     /// <summary>     /// main     /// </summary>     /// <param name = “_args”>_args</param>     public static void main(Args _args)     {         AsciiStreamIo                       file;         Array                               … Continue reading Import CSV file in D365 for Finance and Operation using X++

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Cash Position Report for a Professional Services Organization

In this post, I will talk about the importance of the Cash Position Report for any Professional Services Organization.  The Cash Position is your current and forecasted ‘Cash in Hand’. The importance of having Cash in your bank account cannot be emphasized enough. It is important to understand the difference between Cash Flow and Cash … Continue reading Cash Position Report for a Professional Services Organization

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Set Name Format In D365 CRM

Introduction: In some scenarios, we might need that Full name of Contact Person should be Last Name and then First Name. In this blog we will see how to change the Format of Full Name for Contact Entity. Step 1: Go to Advanced settings -> Administration -> System settings Step 2: Open System settings -> … Continue reading Set Name Format In D365 CRM

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How to delete workspace from TFS Visual Studio

Introduction: In this blog, we will see how we can delete any of the TFS workspace which is assigned to different user Even if tried to remove/delete the workspace from Visual Studio, We’re unable to map existing workspace to new user.   In such scenario, It is necessary to delete the workspace explicitly while getting the … Continue reading How to delete workspace from TFS Visual Studio

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