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Category Archives: Dynamics 365

[SOLVED] Root Web Page is not getting created in D365 Portals

Introduction In this blog, we will look into how to resolve the “Root Web Pages are not getting created in D365 Portal” issue. Whenever we create a new web page in a portal its root web page automatically gets created and this root page renders entity forms, entity list or web form on the portal. … Continue reading [SOLVED] Root Web Page is not getting created in D365 Portals

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Adding “Change Password” in Profile Navigation of D365 Portal.

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.

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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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Customize the business card scanner control

To edit the mappings of Business card scanner control, refer below steps. Select the Settings icon, and then select Advanced Settings. The Business Management page opens. On the navigation bar, select Settings, and then under Customization, select Customization. Select Customize the System. Under Components in the solution explorer, expand Entities, and then expand the Contact or Lead Select Forms. Open the form of type Quick Create. … Continue reading Customize the business card scanner control

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Clear DateTime Field using MS Flows

Introduction:   We had a requirement, where using MS flows, we had to set the field named Outreach which was a datetime field as blank. For a  date time field,null expression cannot be directly set and so we could not clear the existing Date in this field When I tried to set null, it failed … Continue reading Clear DateTime Field using MS Flows

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Sort on Related Column in a View

Introduction:   When we create a view, We can configure the sort but the sorting is available only for the columns which are a part of the entity on which the view is created. Eg: In the active accounts view, there is a column ” Email” which is a field from Contact Entity. If we … Continue reading Sort on Related Column in a View

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Tender-based discounts in Dynamics 365 Commerce(Retail)

Some Retailers may want to encourage customers to pay via cash in their Retail stores. This can be made possible by offering discounts to customers if they pay by a Cash mode of payment. In this way, they can help reduce the expense of credit card processing fees. Therefore, retailers might provide discounts to customers … Continue reading Tender-based discounts in Dynamics 365 Commerce(Retail)

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“You are not authorized to send mail on behalf of the specified sending account.” – Resolved.

Introduction: We had requirement where we wanted to send Email using Power Automate. We had already implemented this using Work Flow. While implementing this using Power Automate, we started receiving mentioned issue “You are not authorized to send mail on behalf of the specified sending account.” We had similar issue while implementing the same using … Continue reading “You are not authorized to send mail on behalf of the specified sending account.” – Resolved.

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How to Copy and Paste in Power Automate

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

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Test Automation on MS Dynamics CRM using TypeScript Library

Nowadays, Test Automation is the most important requirement for any company to check Quality assurance of their product or software. There are very few tools available for Test Automation of MS Dynamics CRM. In this blog, we are going to see how we can do Test Automation using TypeScript Library (D365-UI-Test). It is the opensource … Continue reading Test Automation on MS Dynamics CRM using TypeScript Library

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