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Category Archives: Dynamics 365

How to Post the Fixed Bid and Time and Material based invoice in F&O in Project Operations

In my previous blog referred here https://d365feeds.com/2020/07/08/how-do-contract-milestones-and-projects-flow-between-d365-ce-to-fo-in-project-operations/, we saw how the contract and milestones flow between CE and F&O in the integrated scenario in Project Operations. Next step is to Post the Milestones or the Approved Time entries (in case of T&M based projects) in F&O (Finance and Operations) Let’s looks at first Milestone based … Continue reading How to Post the Fixed Bid and Time and Material based invoice in F&O in Project Operations

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Send a notification on Microsoft Teams when a record is created or Updated or Deleted in D365 CRM using Power Automate

In this blog, I am going to explain how to send a notification on Microsoft Teams when a record is created or Updated or Deleted in D365 CRM using Power Automate Steps involved in Power Automate: Select trigger, in my case I used CDS connector when a record is created, updated or deleted. Select trigger … Continue reading Send a notification on Microsoft Teams when a record is created or Updated or Deleted in D365 CRM using Power Automate

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How to enable out of the box hyperlink feature for SSRS Reports in D365 Finance and Supply Chain Management

 In D365 Finance and SCM there are lot of out of the box SSRS reports in which you have hyperlink to move to that particular record (for example Ledger transaction list). But sometimes when you update environment you might end up with no such option in you SSRS report as you can see in following … Continue reading How to enable out of the box hyperlink feature for SSRS Reports in D365 Finance and Supply Chain Management

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CloudFronts Dynamics 365 Finance & Operations Update Steps & Protocol

Microsoft is committed to delivering predictable service updates. These service updates will be made generally available for self-deployment approximately 2 weeks before Microsoft automatically applying the update. Some of these updates can have a lot of changes in it and this can impact any customization done on the client’s environment. Thus it becomes very important … Continue reading CloudFronts Dynamics 365 Finance & Operations Update Steps & Protocol

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Auto-refreshing Views or Grid in D365 CRM

We all know that Views show records based on filter criteria that is applied to the Views. But, what if there is a custom button that will change the records status and according to the Views filter criteria it should not be present in the View. The View should have been Auto-Refreshed. We can achieve … Continue reading Auto-refreshing Views or Grid in D365 CRM

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Connect D365 CRM CDS Database from SQL Server

Many times, we feel like why I can’t access D365 CRM Database directly from MS SQL Server, so here is my blog that will guide you on how you can connect D365 CRM CDS Database using MS SQL Server Steps to enable D365 CRM CDS Database to make it connect from MS SQL Server: Login … Continue reading Connect D365 CRM CDS Database from SQL Server

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Importing Notes in Dynamics 365 correctly

Preparing an Excel Template for Notes entity is a little tricky. Doesn’t work when you just Export directly as a Template from the Templates Wizard and try to include all columns and import as is. Why? Because there’s no Regarding field exported when you export/import that template. Here’s what you can do as a workaround. … Continue reading Importing Notes in Dynamics 365 correctly

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Entering Multiple Opportunity Products at once in Dynamics 365 Sales

Very easy tweak but this will save loads of your time. One of the most important asks by Salespeople is perhaps this – “Add multiple Products on Opportunity at once!“ Here’s how you can do this – Classic Experience In current/classic experience, if you open Opportunity Lines and go on to add a Product as … Continue reading Entering Multiple Opportunity Products at once in Dynamics 365 Sales

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Mailbox Alerts Hide/Show behavior in Dynamics 365 CRM

At times, ever wondered what happened to the Mailbox? You ran some tests, you also got results, but the Alerts section is empty or not generating Alerts. Here’s what’s missing and how the behavior is – Turn on Mailbox Alerts In System Settings, you can turn on what type of Mailbox alerts should be shown. … Continue reading Mailbox Alerts Hide/Show behavior in Dynamics 365 CRM

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Sales return order line registration in D365FO and AX 2012

Introduction: Sales return order line registration in X++ Details:  Consider SalesReturnOrderRegisterLine is the table where records are with SalesLine referenced. If we are required to register serialized items than salesReturnOrderRegisterLine.inventSerialId will be considered and if item referred with batch then salesReturnOrderRegisterLine.inventBatchId will be considered. public static void inventoryRegistration(SalesId _salesId) { SalesReturnOrderRegisterLine salesReturnOrderRegisterLine; SalesLine salesLine; TmpInventTransWMS tmpInventTransWMS; InventTransWMS_Register inventTransWMS_Register; InventDim … Continue reading Sales return order line registration in D365FO and AX 2012

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