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Category Archives: Dynamics 365

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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“Cannot delete a record in batch job(BatchJob). The corresponding AOS validation failed “while deleting batch job

while you want to delete batch job in Finance and operation you may have faced error as follows “Cannot delete a record in batch job(BatchJob). The corresponding AOS validation failed”.                This blog will be helpful to resolve this issue, just follow mentioned steps. Go to batch job(system administation … Continue reading “Cannot delete a record in batch job(BatchJob). The corresponding AOS validation failed “while deleting batch job

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Why Custom Filter JS code doesn’t work on Lookup field? [Fixed]

One of the major pet-peeve is not understanding why the code isn’t working. And you for sure know you’ve written the correct code. But, thing just don’t work. One such tricky situation is that of applying custom filter to fields using JavaScript in Dynamics 365 Customer Engagement apps. Scenario Let’s say you have a custom … Continue reading Why Custom Filter JS code doesn’t work on Lookup field? [Fixed]

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Develop D365 Finance, SCM and Retail Reports using Azure Data Lake Gen2

The BYOD feature for the Dynamics 365 for finance and Operations was release in 2016, it’s provide feature for the customer to bring their own Azure SQL Database, but the drawback through this was Entity Store only accessible for the inbuilt data warehouse only which means it is not accessible to outside D365. The new … Continue reading Develop D365 Finance, SCM and Retail Reports using Azure Data Lake Gen2

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Currency Field representation options in Dynamics 365

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

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Enable/Disable & Visibility an Action pane button on a list page using interaction class in D365

Introduction: In this blog, we will see how we can enable/disable or change the visibility of the form control in interaction class. Standard behavior of the form, system does not allow us to write code on form which comes under form template -> List page It Seems like below attached image (Here we will consider form … Continue reading Enable/Disable & Visibility an Action pane button on a list page using interaction class in D365

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Change colour of selected record of the Grid

Introduction: In this blog, we will learn how to change the colour of selected record of the Grid. Use Case: We have a requirement where there is a Grid of CDS Data Source, on clicking any record, it should get highlighted. Steps: There is a Screen on which there a Editable grid of custom Entity … Continue reading Change colour of selected record of the Grid

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