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Category Archives: Dynamics 365

Image Distinct Parameter

Introduction While fetching images using fetch XML there is a possibility that you will not able to get the complete image. You will also notice that these issues generally happens when you are using multiple internal entities. Description: We were working on a project where we displaying the records notes using the multiple entities, we … Continue reading Image Distinct Parameter

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Non-Billable classification of task work around in PSA V3

Problem Definition: As soon I upgraded my PSA version from V2 to V3, I saw that the role field got deprecated. Not only that, it was removed from Schedule (WBS in V2). We now had the functionality to directly assign resource to the task against having assign role. The projects that got migrated from V2 … Continue reading Non-Billable classification of task work around in PSA V3

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Hide Dashboards in D365

This being an obvious approach to how Dashboards are by default seen by all. And how you can disable/hide for users. Even for D365 System Administrators! Unlike usual forms, view or other records, And Deleting the Dashboard isn’t an option. Enable Security Roles way So a simple trick is to remove entire access from Enable … Continue reading Hide Dashboards in D365

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How to Map Same Data Type Field while Working with Work Flow

Introduction While working with workflow, we can map the same data type field while creating or updating a record. But there was an issue with optionset mapping. Description: I have used workflow quite a lot time but recently I was mapping an option set with another option set which has the same value, but it … Continue reading How to Map Same Data Type Field while Working with Work Flow

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Set up Gmail Authentication for D365 Portals

Introduction: This blog explains How to set up Gmail Authentication for D365 Portals. Steps: 1.) Register D365 Portal with Google API Go to Google API Console: https://console.developers.google.com/apis/dashboard?project=symmetric-axle-236007 2.) Create New Project or select the Project. 3.) Click on “+Enable APIS and Services” 4.) Select “Social” under category. 5.) Select “Google+API” 6.) Click on Enable. 7.) … Continue reading Set up Gmail Authentication for D365 Portals

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Update Child Records when Parent Record is updated using Microsoft Flow for D365 CE

Posted On March 29, 2019 by Admin Posted in

Introduction: This blog explain the steps to update the child records when parent record is updated in D365 CE using Microsoft Flow. Steps: Below are steps to be performed. 1.) Create new field on parent entity “Update Child record” of two option type in CRM.We will use this field in Microsoft Flow. 2.)Create Workflow Whenever … Continue reading Update Child Records when Parent Record is updated using Microsoft Flow for D365 CE

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Enable Power BI Report and Dashboard in D365 Portal

Posted On March 29, 2019 by Admin Posted in

Add Power BI report and Dashboard in D365 Portal Introduction: This blog explains how we can add Power BI report and dashboard in D365 portal. Below are the Steps: Step 1: Set up Power BI from Portal Admin Center 1. Go to the Dynamics 365 Administration Center page and select the Applications tab. 2. Select … Continue reading Enable Power BI Report and Dashboard in D365 Portal

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Change Password is not Working on Contacts in UCI

Posted On March 29, 2019 by Admin Posted in

[SOLVED] Change Password is not working on Contacts in UCI. Introduction: To change portal password of a portal contact, we click on the “Change Password” option. When we try to set username and password for Contact “Change Password” button is not working on Unified Interface. Solution: 1.) Go to Settings 🡪 Advance Settings.   2.) … Continue reading Change Password is not Working on Contacts in UCI

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Post Single Invoice for multiple Purchase Receipt in Dynamics 365 Business Central

There might be a case where the vendor sends a single invoice for multiple purchase orders receipts, in this scenario we will see how to post one invoice for multiple purchase receipts of the same vendor. You can use Combine Receipt function to Invoice more than one purchase receipt. In search option, enter Purchase order … Continue reading Post Single Invoice for multiple Purchase Receipt in Dynamics 365 Business Central

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Email Engagement to track email interactions from Dynamics 365 Customer Engagement

Introduction In this blog we will see how to use the Email Engagement functionality from Dynamics 365 Customer Engagement Pre Requisites 1. Dynamics 365 for Sales Implementation Step 1: To enable Email Engagement we can simply, navigate to Settings > AI for Sales > and accept the terms and agreements Once Accepted, we have to … Continue reading Email Engagement to track email interactions from Dynamics 365 Customer Engagement

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