In this blog, we’ll see how to create a button on ribbon by using ribbon workbench in XRM toolbox and on click, open quick create form. Step 1- Insert a ribbon button on any required record form using ribbon workbench on XRM toolbox. Step 2- Name the ribbon button (anything as required) Step 3- Add button properties- Give ID name Label name Icon for the button Step 4- Add the following code to open a quick create form on click of the button var RecordaMeeting = {     //RecordaMeeting.OpenRecord     OpenRecord: function (primaryControl) {         var entityFormOptions = {};         entityFormOptions[“entityName”] = “Add the entity name”;         entityFormOptions[“useQuickCreateForm”] = true;         var formParameters = {};         // Open the form.         Xrm.Navigation.openForm(entityFormOptions, formParameters).then(             function (success) {                 console.log(success);             },             function (error) {                 console.log(error);             });     }, Step 5- After adding the script, add the command for the button- Web resources library name Web resources function name CRM Parameter: PrimaryControl Step 6- Add command on button properties. Step 7- Publish the button. Screenshots of implementation: Step 8- Button appears on the ribbon for the required entity. Step 9- On click of button, quick create form opens. Hope this helps!!

In this blog, I am going to showcase how to create and post statements manually in D365 retail. In Dynamics 365 Commerce, the statement posting process is used to account for the transactions that occur in POS. The statement posting process uses the distribution schedule to pull a set of POS transactions into the headquarters (HQ). Steps for creating and posting the statement. Go to Retail and Commerce > Retail and Commerce IT > Distribution schedule. In the list, find and select the desired record. Click Run now. Click OK. Go to Retail and Commerce > Inquiries and reports > Commerce Data Exchange > Upload sessions. Refresh the page. Go to Retail and Commerce > Retail and Commerce IT > POS posting > Validate store transactions. Create the statement This step identifies the store that the statement is manually created for. In the tree, select ‘Contoso Retail\Contoso Retail USA\Central\Houston’. Click Add and Ok. Go to Default dashboard. Go to Retail and Commerce > Channels > Stores > Statements. Click New. In the Store number field, enter or select a value. In the Staff/register field, enter or select a value Format for Staff/register value is Register number: Shift ID Enter the Transactional interval value. Click Calculate statement. Click Yes. In the Counted field, enter a number. Post the statement When you post a statement, sales orders and invoices are created for the sales in the statement. Cash and carry sales are aggregated onto one sales order and are invoiced for the default customer who is assigned to the store. Sales for which a customer was added to the transaction in POS generate separate sales orders and invoices, one for each unique customer. Click Post statement. Once the statement gets posted. You can check that statement in the Posted statement. Retail and Commerce > Inquiries and reports >Posted statements Hope this helps!

In this blog, we will see how to integrate Microsoft Teams with Dynamics 365 for custom entities using Postman. Step 1- Go to portal.azure.com and select Azure Active Directory Step 2- On App Registration, click on new registration  Step 3- Register an application and follow the steps  Name  Select Multitenant  Enter the required URL  Click on register  Step 4- Add API permissions and add a permission. The request API permission window will appear where you need to select Dynamics 365.  Step 5- The permission window appears and select Dynamics 365. Step 6- As you select Dynamics CRM you will be presented the permission window. Select “Delegated permission” and Check the User Impersonation then click Add Permission button.  Step 7- After permissions assigned, Grant admin consent confirmation: Click on yes. Step 8- Go to Manifest and change “allowPublicClient”: true  Step 9- Go to Overview, save client ID  Below table will help out to fill in the values in Postman: Variable Name URL url Dynamics URL Version 9.0 Webapiurl {{url}}/api/data/v{{version}}/ Clientid Client ID (Showed in above screenshot) callbackurl http://localhost authurl https://login.microsoftonline.com/common/oauth2/authorize?resource={{URL}} Step 10- Go to Postman, create a new environment and enter all the details in the table: Step 11- Now connect to the environment from top right most corner Step 12- Then create a new request Step 13- Include the following in body: Put status as: Enable: true and Logical Entity Name: Schema name of the entity. Step 14- Go to Authorization tab. From the Dropdown Select OAuth 2.0. Now we will provide the variable values to generate token. Give a name of token Choose Grant Type Implicit and provide corresponding variables for Callback URL, Authorization URL and Client ID. Then click Get new Access Token. Step 15- Now click on Get New Access Token Step 16 – It will prompt you to login Dynamics 365 after you provide your authentication the token will generate. Step 17- Now click on Use Token Step 18- Click on Send button Step 19- Now, collaborate button will be visible in ribbon for required custom entity Hope this helps!!

In this post I will show you all the different ways you can put a customer on hold in Dynamics 365 Finance and Operations Dynamics 365 Finance and Operations has standard customer management functionality that allows account receivable managers or customer account managers to put customer accounts on various types of holds. These different hold types can restrict certain transactions or completely hold the account for all transactions. There are also ways in D365 Finance and Operations that instead of putting an entire customer account on hold, you can put an individual sales order on hold. These holds can be for operational, regulatory, or for credit reasons. Steps:- Navigate to Accounts receivable > Customers > All customers. Open the customer account you want to put on hold by clicking the customer account number hyperlink. In the “Credit and collections” fast tab, click the dropdown for the “Invoicing and delivery on hold” field and select the type of hold required for the customer. There are really only 3 options for customers (“No”, “Invoice”, “All”). The other three are used only for vendors. No – This means that the customer is not on hold. So, if you want to take a customer off hold chose this value. Invoice – This hold type means that a sales order can be created but the packing slip, and invoice buttons will be disabled. This option will still allow you to post payments against the customer. You will also receive a warning message when you create the sales order letting you know that the customer is stopped for invoicing. All – If you select this option the customer is on hold for all transactions which includes, payments, sales orders, sales quotations, and invoices. When you attempt to create a transaction like a sales order you will receive an error message. You will be able to create a sales quotation but the “Send quotation” button will be disabled.

Introduction – In this blog, you will learn about how we can perform different operations such as disable, enable, hide, etc. on D365 CRM Business Process flow using JavaScript. Set value in Business Process Flow Disable field on Business Process Flow here cf_outreach is the schema name of the field on BPF. for BPF we need to write header_process before the schema name of the field Enable field on Business Process Flow Hide a field on Business Process Flow Mark Field Required on Business Process Flow Mark Field Optional on Business Process Flow Mark field recommended on Business Process Flow

In this blog, I am going to showcase how to resolve the issue in product creation This issue is generally happening which the specific user. When a user will try to create a new customer getting the error of ‘There is no datasource in the query. Steps to resolve this issue:- Click on Settings. Select the User Options. Click on Personalization. In the Technical name column search for “Ecoresproductcreate” personalization and clear that personalization. Logout from that user and log in again and this will be resolved. hope this helps!

In this blog we will see how to integrate teams with Dynamics 365 for custom entities using Postman. Solution Step 1- Go to portal.azure.com and select Azure Active Directory. Step 2- On App Registration, click on new registration Step 3-Register an application and follow the steps: Name, Select Multitenant, Enter the required url. Then, click on register. Step 4- Add API permissions and add a permission. The request API permission window will appear where you need to select Dynamics 365. Step 5-The permission window appears and select Dynamics 365 Step 6- As you select Dynamics CRM you will be presented the permission window. Select “Delegated permission” and check the User Impersonation then click Add Permission button. Step 7- After permissions assigned, Grant admin consent confirmation: Click on yes. Step 8- Go to Manifest and change “allowPublicClient”: true Step 9- Go to Overview, save client ID Variable Name URL url https://Dynamicsurl.dynamics.com/ Version 9.0 Webapiurl {{url}}/api/data/v{{version}}/ Client ID Client ID from overview callbackurl http://localhost authurl https://login.microsoftonline.com/common/oauth2/authorize?resource={{url}} Step 10- Go to Postman, create a new environment and enter all the details in the table Step 11- Now connect to the environment from top right most corner. Step 12- Then create a new request Step 13-Include the following in body: Put status as Enable: true Logical Entity Name: Schema name of the entity. Step 14- Go to Authorization  From the Dropdown Select OAuth 2.0.Now we will provide the variable values to generate token. Give a name of token Choose Grant Type Implicit and provide corresponding variables for Callback URL, Auth URL and Client ID. Then click Get new Access Token. Now click on Get New Access Token Step 15- Now click on Get New Access Token Step 16- It will prompt you to login Dynamics 365 after you provide your authentication the token will generate. Step 17- Now, click on use token. Step 18- Click on send button Step 19- Now, collaborate button will be visible in ribbon for required entity. Hope this helps!!

In this blog, I am going to showcase how to resolve the issue in purchase orders at the time of receiving. Once the purchase order is confirmed and try to receive it, you may run into the below error. This issue is happing because purchase order lines are not updated properly. When you are received the purchase order line using excel add-in, the purchase order line will not be imported properly. Use data entity in data management to import purchase order line.  Steps to resolve this issue in the purchase order. Open the purchase order. Select the purchase order line for which you are facing this issue. In the line details, Check the inventory quantity. The quantity must be there, you will face this issue because the inventory quantity is blank. If the Inventory quantity is blank, then click on the Purchase order tab and make a change request. Click on edit and update the inventory quantity, according to purchase order line quantity, and Save the purchase order. Confirm and again try to receive the Purchase order. In the receive tab, click on the product receipt. If you are facing this issue for multiple purchase order lines then cancel that Purchase order. Create a new PO and import the purchase order line with the data entity. Hope this helps!

In this blog, I am going to showcase how to resolve the issue in Payment Method on Retail POS. When a customer will come to the shop and want to buy an items with a different payment methods like check, currency then getting the above error on the POS. This error occurred because, in the payment, Some configuration was missing. Steps to identify the missing configuration in the Payment method. Go to all stores and select the store for which you are facing this issue. Click on Payment method. Select the payment method for which you are facing this issue. In the General tab, the operation name must be there. In the Posting tab, all the account number must be setup. Save and Go to Channel Database and run full sync for 1070, 1090, and 1110 jobs. This will take 15-20 minutes to save the data. Refresh the POS link and this issue will resolve. hope this helps!

In this blog we will see how to integrate Microsoft Teams with Dynamics 365 Solution Step 1- To enable Microsoft Teams in D365, Go to Settings –> Administration –> System Settings –> General Tab and flip the below highlighted options to Yes. Step 2- Once done, we’ll be able to see Collaborate button on the ribbon Step 3- Open a record and click on Collaborate Step 4- On Collaborate with Microsoft Teams window, you will see one of the following: If there’s no channel: You can connect the current record or view to any team channel by selecting, Get started. If there is channel that’s already connected: Select a channel from the list and then select, Start collaboration. This will open Microsoft Teams and navigate to the channel that you selected. Or, connect the current record or view to a new team channel by selecting, Create a new connection. Then click on start collaboration. Step 5- Add Dynamics 365 from + button