Category Archives: D365 General
Requirement: The user will create the record from the Quick Create and on change of specific field, the record should automatically save. Whenever the record will be saved it should open the created record. In our scenario, we are going to use the Account Entity. When the user will enter the main phone data in … Continue reading Autosave quick create a form record on fields change and open the created record
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
In D365 CE Apps, you have 2 options to display the currency fields, by symbol or by the currency code. Symbolic representation Currency Code representation Setting With a simple setting, you can apply this change organization wide. Navigate to Settings > Administration > System Settings and under General tab, look for Set the currency display … Continue reading Currency Field representation options in Dynamics 365
Use case : We were trying to deploy the solution from dev environment to UAT but Sitemap changes were not moving to UAT. Solution : after RND we noticed that App extension for that particular app were not present in the solution Then we tried to add app extension and it is working … Continue reading Sitemap changes are not moving to UAT ?
Since Power Automate is so powerful that you can creatively use it to improve your productivity at work. Here’s an example of how you can utilize a scenario where you need a quick checklist to make sure you respond all important emails for the day. Power Automate You’ll need to create an Automated Power Automate … Continue reading Create To Do Items of Important Emails using Power Automate
Introduction This blog explains how we can add “Change Password” in the Profile navigation of the D365 Portal. Steps to be followed: Go to Weblink sets 🡪 Profile Navigation Open Profile Navigation record 3. Click on the “Links” tab. Add “+ New Web Link” 4. Add below details in the form Name: Change Password Web … Continue reading Adding “Change Password” in Profile Navigation of D365 Portal.
Introduction : This Blog will explain about Saving PDF documents directly to SharePoint in a Single Click and this is available for entities listed below only Account Contact Opportunity Lead Quote Order Invoice Steps to enable Entities for PDF generation: Note : Before starting make sure wave 1 2020 feature is enable in Sandbox. … Continue reading Save standardized PDF documents from D365 Sales into Microsoft SharePoint Released in Wave 1 2020
Introduction Power Automate has finally got one of the most awaited features. Let me explain it to you. So, if you are willing to deploy similar type of actions inside flow, you had no option but to write each action separately from the beginning. phew! That sounds like lot of work! But now, thanks to … Continue reading How to Copy and Paste in Power Automate