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Category Archives: Dynamics 365

Filter a Lookup Field on New Form Using PowerApps.

Introduction: In this blog, we will learn how to filter a Lookup Field on the New Form. Use Case: We have a requirement where there is a Lookup Field on the form, which should only show those values whose Status is Active. Steps: 1. This is the form of Quote Product. We want to filter … Continue reading Filter a Lookup Field on New Form Using PowerApps.

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Purchase order approval through a Mobile device in Microsoft D365 Fianance and Operations

In this blog I am going to explain in brief about  the Purchase order approval mobile workspace. This workspace lets you view purchase orders and respond to them through actions. For example, you can approve or reject a purchase order. After a purchase order (PO) has been created, it might have to go through an approval … Continue reading Purchase order approval through a Mobile device in Microsoft D365 Fianance and Operations

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x++ code to import data from excel to D365 FnO

We can also import data through code in D365 FO. Data import through code in D365 works differently than Ax2012 since cloud services.  Import Class we are trying to import data from Excel to D365FO through the following code.   using System.IO; using OfficeOpenXml; using OfficeOpenXml.ExcelPackage; using OfficeOpenXml.ExcelRange;   class EmplAttendance { public void run() … Continue reading x++ code to import data from excel to D365 FnO

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Customize Purchase order approval status

In the case of D365 Finance and Operations when you approve purchase requisition by default system creates Purchase order with approval status as “Approved” as follows     To change this default behavior of system such that once purchase requisition is approved the approval status of the purchase order as a draft you can use the … Continue reading Customize Purchase order approval status

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Steps to Configure Environments through Life Cycle Services (LCS)

Configuration of Environment through LCS. After we purchase licence, Login the LCS through Admin account. You can see the follow link to complete setup environment. Before configuring the environments there are some pre-requisites need to be performed. Declaration of project milestone. Click on setup milestone, Enter the end date for each milestone and save. 2. … Continue reading Steps to Configure Environments through Life Cycle Services (LCS)

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Nested Filters in PowerApps.

Introduction: In this blog, we will learn how to use Nested filters in PowerApps. Use Case: We have a Gallery(GalleryQuoteLineDetail) where we need to put filter which equals Quote Product selected in another Gallery. Once we get those Quote Products, we need to filter the Gallery(GalleryQuoteLineDetail) based on ‘Transaction Type’ Field,  which is a field … Continue reading Nested Filters in PowerApps.

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Generic way of Attaching Documents on any Record of the Page in Microsoft Dynamics Business Central – Template Code

Problem Statement: In Microsoft Business Central, there is a way to attach attachments only on Documents or Master Table records. But, what if this requirement is for other tables such as Opportunities, custom tables, etc. Introduction: I have seen many developers afraid to touch the attachment-related customization as it seems complicated. Well, I have found … Continue reading Generic way of Attaching Documents on any Record of the Page in Microsoft Dynamics Business Central – Template Code

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Displaying D365 CRM Plugin Messages in Canvas Power Apps using Power Automate

Introduction  This blog demonstrates one of several ways to display Business Validation Message to be rendered as Errors in Canvas Apps when User Create or Update record in Canvas Power Apps.  Scenario  Developers need to show Validation Messages thrown by D365 CRM Plugin to be rendered as Errors in Canvas Power Apps where D365 records are created or updated by using Power Automate.  Steps  Below are steps needed to be followed to display Error … Continue reading Displaying D365 CRM Plugin Messages in Canvas Power Apps using Power Automate

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[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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