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Category Archives: Dynamics 365

Expenses in PSA for Fixed Bid and T&M contracts

Problem Definition: One of my clients decided to use Expense module in PSA and to his surprise he could see the amount value to be 0 in the Actuals. But, at the same time the Cost line had values in it. Upon researching and digging into all the configurations I was tired and couldn’t conclude. … Continue reading Expenses in PSA for Fixed Bid and T&M contracts

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Qualify Lead in D365 CE: Select which entity records should be created

Posted On August 20, 2019 by Priyesh Wagh Posted in Tagged in

Wave 2019 Updates brought some really sought-after features. Another one which I would like to bring up is the Lead Qualification experience. I’ve written this post when I enabled the Early Opt-in of Wave 2 Oct 2019 Updates. To enable Early Opt-in, please refer this post – Early Opt-in for October 2019 Wave 2 Updates This … Continue reading Qualify Lead in D365 CE: Select which entity records should be created

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Early Opt-in for October 2019 Wave 2 Updates

August 2, 2019 was when the Wave 2 Updates were to be out. And here we are! By now, you should have gotten the option to update the wave 2 updates on your environment(s). Let take a quick look at how you can enable this for your environment. Here are the details Microsoft notes on … Continue reading Early Opt-in for October 2019 Wave 2 Updates

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Setting Unified Interface App Icons

Default App Icons for typical D365 environment look like these. But here’s what you can do to change these to put custom SVG icons. SVG Icons Regardless of dimensions, SVG icons work everywhere. So why keep them to just Ribbons, you can even change your App Icons to SVG Icons in your Dynamics 365 implementation. … Continue reading Setting Unified Interface App Icons

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First time printer set up for CPOS/MPOS in Microsoft Dynamics 365 For Retail

Today we can find so many kinds of ERP solutions, but not all the software solutions that you find out are the best. But, Dynamics 365 for finance and operations is one of the best ERP solutions for so many reasons. This software will help your finance and operations team to become a lot more … Continue reading First time printer set up for CPOS/MPOS in Microsoft Dynamics 365 For Retail

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Setting up schedule-based refresh in CDS

Customers are crucial to the success of any business. When you build your business focusing primarily on giving the best experience to your customer, your business is going to bloom. Your profits are going to multiply each year. Dynamics 365 for customer service is one of the best ERP solutions that you can find in … Continue reading Setting up schedule-based refresh in CDS

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Setting up email-based alert notifications for Integration Project in CDS

Error handling is very important part of any integration project, it is also very important to fix the issue when it is recognized, so it is very important to take action to resolve it earliest. In the Integration project of CDS we can setup email alert option in following way. First go to Admin Center … Continue reading Setting up email-based alert notifications for Integration Project in CDS

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Visual Studio Tip

Finance and operations departments in a company are quite crucial as they help the business to flourish and reach heights. Companies, therefore, should do everything from their end to better the processes in these departments. Using an ERP solution is one of the wisest and best ways to do this job. Dynamics 365 for finance … Continue reading Visual Studio Tip

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How to set up POS Hybrid App on Android

Microsoft Dynamics 365 for finance and operations is an ERP solution that Microsoft has created. It is useful for both medium and large enterprises that want to excel and grow. ERP is an acronym for Enterprise Resource Planning. It is true that there are so many ERP solutions in the market. But, Microsoft Dynamics is … Continue reading How to set up POS Hybrid App on Android

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Unable to Return a Product on POS in Dynamics 365 for Retail

Microsoft Dynamics 365 for Retail Management Solution is an ERP solution that you need to have in your retail stores. Besides being cost-effective, it is quite flexible and seamless. This system is 100% customer-oriented. Now, this is the main reason why it is considered as the best ERP solution. Since it is one of the … Continue reading Unable to Return a Product on POS in Dynamics 365 for Retail

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