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Category Archives: D365 Sales

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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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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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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Save standardized PDF documents from D365 Sales into Microsoft SharePoint Released in Wave 1 2020

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

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How to create AX (D365 F&0) Connection in SSIS

Introduction: Creating a Connection is one of the first Steps during integration of data. While performing Integration with AX or more specifically Dynamics 365 for Finance and Operations create a connection using the following steps. Step 1: Right Click on Connection Managers and click on New Connection Manager. Choose the Dynamics CRM option. Step 2: … Continue reading How to create AX (D365 F&0) Connection in SSIS

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Time zone Conversion from Microsoft D365 for SSRS Reporting

Introduction: Converting Date/Time values according to a time zone is quite challenging task in SSRS Reporting. For D365 CRM online we can achieve this using CDate Function. I will demonstrate how to use CDate function with a dynamic time-zone parameter. Step 1: Add this reference to the report properties: Click on “References” and then click … Continue reading Time zone Conversion from Microsoft D365 for SSRS Reporting

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Using For Each Loop in SSIS for Invoice Integration from SQL Server to Microsoft D365 Sales Using KingswaySoft Connector for CRM: Part 1

Part 1/4: Using FOR EACH Loop with KingswaySoft Connector for CRM Invoice Integration. Introduction: The SSIS ForEach Loop container will repeat the control flow task for N number of times, which is similar to Foreach loop in any programming language. This concept can be used for Integration of Header and Lines concept like Invoice. Our … Continue reading Using For Each Loop in SSIS for Invoice Integration from SQL Server to Microsoft D365 Sales Using KingswaySoft Connector for CRM: Part 1

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Using For Each Loop in SSIS for Invoice Integration from SQL Server to Microsoft D365 Sales Using KingswaySoft Connector for CRM: Part 2

Phase 2/4: SSIS Integration Map for Invoice Header from SQL Server to Microsoft CRM: The Map after Completion will look as follows. Step 1: Add an OLEDB Source and configure it as follows: Click on Parameters and configure it as follows: Step 2: Add a derived column transformation to specify the Customer Type i.e 2 … Continue reading Using For Each Loop in SSIS for Invoice Integration from SQL Server to Microsoft D365 Sales Using KingswaySoft Connector for CRM: Part 2

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Using For Each Loop in SSIS for Invoice Integration from SQL Server to Microsoft D365 Sales Using KingswaySoft Connector for CRM: Part 3

Part 3/4 SSIS Integration Map for Invoice Details from SQL Server to Microsoft CRM Step 1: Add a DFT to Integrate the Invoice Details in the Control Flow. The Map after Completion looks as follows: Step 2: Add an OLEDB Source and configure it as following: In our case we are Inner Joining Invoice and … Continue reading Using For Each Loop in SSIS for Invoice Integration from SQL Server to Microsoft D365 Sales Using KingswaySoft Connector for CRM: Part 3

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Using For Each Loop in SSIS for Invoice Integration from SQL Server to Microsoft D365 Sales Using KingswaySoft Connector for CRM: Part 4

Part 4/4 Delete Logic for Invoice in case of Incomplete Integration of Invoice details Logic Introduction: To handle the scenario where the Invoice Details fail to get Integrated or Incomplete Integration of Invoice Lines the Invoice itself should get deleted from CRM as we don’t want to Integrate Incomplete records. Step 1: Add a DFT … Continue reading Using For Each Loop in SSIS for Invoice Integration from SQL Server to Microsoft D365 Sales Using KingswaySoft Connector for CRM: Part 4

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