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Category Archives: D365 General

How to change the name of Custom App in Dynamics 365

Introduction: This blog consists of steps to change the name of the custom app in Dynamics 365. Initially the app name is “Dynamics 365-custom” as shown below. Steps: We can change the name to our organization name as shown below: Navigate to Settings–> Administration–>System Settings In General Tab–> Set options for the default app:Dynamics 365-custom–>Change … Continue reading How to change the name of Custom App in Dynamics 365

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AX 2012 R3 Commerce Data Exchange Service: Async Server Installation

Posted On August 11, 2017 by Admin Posted in

Introduction : In AX 2012R3 Commerce Data Exchange, Async Server is a part of the asynchronous system that shares data between the Microsoft Dynamics AX database and channel databases. Async Server is installed at headquarters and communicates with Microsoft Dynamics AX. In addition to Async Server, Commerce Data Exchange includes Commerce Data Exchange: Async Client, … Continue reading AX 2012 R3 Commerce Data Exchange Service: Async Server Installation

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Multi-Select Option Sets in D365 July 2017 Update

Introduction: Finally, one of the most sought after feature is here in the D365 July 2017 Update. The Multi-Select Option Set! A new attribute type added to D365, you can now create Multi-Level OptionSets in D365. Creating a Multi Select OptionSet: A new attribute type is now available that lets you create Multi-Select Option Set. … Continue reading Multi-Select Option Sets in D365 July 2017 Update

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Issue faces in retrieving 5000+ records using Web API

Introduction: While using Fetchxml queries to retrieve more than 5000 records, first page will give you 5000 records and paging cookie. Paging cookie will help to retrieve additional records. For additional records, we need to set the paging cookie in the fetch tag. Setting the paging cookie: When the fetch query is executed it brings … Continue reading Issue faces in retrieving 5000+ records using Web API

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Upgrading D365 Online Portals to v8.3 in July Update

Posted On August 2, 2017 by Admin Posted in

In this blog, we will see how can we upgrade the D365 online Portal to v8.3 and what are the new features that are available in this upgrade. Pre-Requisites: D365 CRM Portals D365 CRM Environment Overview: The new version 8.3 for D365 online Portals is made available in the July update provided by Microsoft. Along … Continue reading Upgrading D365 Online Portals to v8.3 in July Update

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Using the Administrative Wizard for D365 Online Portals

Posted On July 31, 2017 by Admin Posted in

Introduction: In this blog, we will see how can we use the new feature of the ‘Administrative wizard’ for the D365 Online Portals Pre-Requisites: 1. D365 CRM Portals 2. D365 CRM Environment Overview In the new update of D365 Online Portal for v8.3, a new feature has been introduced which is the ‘Administrative wizard’ which … Continue reading Using the Administrative Wizard for D365 Online Portals

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Set Customer Type field in D365 Javascript Web API

Introduction: This blog explains how to set Customer Type field in D365 Javascript Web API. Problem Statement: We get error while setting value of Account lookup on Contact in D365 Javascript Web API as below: “An undeclared property ‘customerid’ which only has property annotations in the payload but no property value was found in the … Continue reading Set Customer Type field in D365 Javascript Web API

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How to add direct links into Dynamics 365 Site Map

This blog consists of steps to add an external link to navigation bar in the application using new sitemap editor in Dynamics 365. Steps to be followed are given below: Create an HTML Web Resource in CRM consisting of below code. <html> <body> <script> //open link in new window window.open(“https://www.google.com”); </script> </body> </html> Open the … Continue reading How to add direct links into Dynamics 365 Site Map

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AX 2012 R3 Commerce Data Exchange Service: Real Time Service Installation

Posted On July 27, 2017 by Admin Posted in

Introduction: Real-time Service is an integrated service that provides real-time communication between Microsoft Dynamics AX and retail channels. Real-time Service enables individual point of sale (POS) computers and online stores to retrieve certain data from Microsoft Dynamics AX in real time. Redeem loyalty points Issue and redeem credit memos Create and update customer records Create, … Continue reading AX 2012 R3 Commerce Data Exchange Service: Real Time Service Installation

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CRM Tip: Issue with checking Security role GUID of custom security roles

Problem Statement: We often encounter a scenario where we need to perform some operations based on the fact if the user has a particular security role. We also know that the GUID of a custom security role created by us remains the same, even if is installed in some other environment. Consider the following scenario: … Continue reading CRM Tip: Issue with checking Security role GUID of custom security roles

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