Category Archives: Dynamics 365
Error handing in MS Flows
Introduction: In this blog we will be going through the steps of Error Handling in Microsoft Flows. Implementation: Step 1: We have created a basic flow that is triggered when a HTTP POST Request has be made to the generated URL. The body will contain a JSON array with some data The flow will then … Continue reading Error handing in MS Flows
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Update field value based on the current stage of Business Process Flow and trigger workflow when Business Process Flow is finished.
Introduction: This blog explains How to Update field value based on the current stage of Business Process Flow. How to Trigger workflow when Business Process Flow is finished. PART A: Scenario: We have a custom Business Process Flow with 4 stages on Order entity. Whenever user changes the stage of Business Process Flow status field … Continue reading Update field value based on the current stage of Business Process Flow and trigger workflow when Business Process Flow is finished.
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Posting Restriction for Journals- Dynamics 365 Finance & Operations
Posting restriction feature allow to determine whether specific user or user groups can post only journals that they create. You can use Journal names for posting restriction setup. Navigate to General ledger > Journal Setup > Journal names. Select Journal names for which you want to apply Posting restriction. Click on Posting restrictions button To set up posting restrictions … Continue reading Posting Restriction for Journals- Dynamics 365 Finance & Operations
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PSA – Create Time Entry Delegations for all resources
Background: One of the frequent requests we continuously get from our clients is for someone else to do Time entries on behalf of other resources. We know that this can be done using Delegations feature in Dynamics 365 PSA. You can read more about delegations here written by another D365 PSA Expert – Priyesh Wagh … Continue reading PSA – Create Time Entry Delegations for all resources
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Contract Invoice Schedule Status Change on Invoice Actions
Stages of Invoice Schedules are changed behind the scenes as you perform actions on the Invoice of the Contract. Let’s see what we have got here – So, when an Invoice Schedule is Ready for Invoicing, it will be considered in the Invoice you’ll end up creating. Now, if you create the Invoice for that … Continue reading Contract Invoice Schedule Status Change on Invoice Actions
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Move Attachments from Tracked Email to SharePoint using Microsoft Flow
Introduction: Microsoft flows can be used to automate many workflows across multiple applications and services. This is basically designed for non-developers. To create a flow, the user specifies what action should take place when a specific event occurs. In this blog, we will have a look on how we can add the attachments from the … Continue reading Move Attachments from Tracked Email to SharePoint using Microsoft Flow
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Vendor Invoice Journal-Dynamics 365 Finance and Operations
Introduction: Vendor invoice journal helpful to post purchase invoices that are not associated with purchase orders. Examples of this type of invoice include expenses for supplies or services. Steps: Go to Accounts Payable > Invoices > Invoice journals Click on new button, select name of the journal and enter a description in description field. In … Continue reading Vendor Invoice Journal-Dynamics 365 Finance and Operations
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Create Fixed Asset Journal using X++
In this blog article, we will see how we can create Fixed Asset Journal using X++. Write below code to create Journal Header in LedgerJournalTable Table and Lines record in LedgerJournalTrans and LedgerJournalTrans_Asset Tables. public void createFixedAssetJournal() { LedgerJournalTable ledgerJournalTable; LedgerJournalTrans ledgerJournalTrans; LedgerJournalTrans_Asset ledgerJournalTrans_Asset; Assettable assetTable; ledgerJournalTable.initValue(); ledgerJournalTable.JournalNum … Continue reading Create Fixed Asset Journal using X++
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New D365 Admin portal and new way to access Organization Insights
Introduction: Lot of D365 Administrators would have observed that we no longer see the Organization Insights solution on AppSource anymore. This is because you can now see the Organization Insights on the new Administration portal for D365. New D365 Admin Portal! There is new portal for D365 Administration which is in preview. You will see … Continue reading New D365 Admin portal and new way to access Organization Insights
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Create Fixed Asset using X++
In this blog article, we will see how we can create a Fixed Asset using code based on AssetGroupID. Add below code in class to create a Fixed Asset, public void createFixedAsset(AssetGroupId assetGroupId) { AssetTable assetTable; NumberSeq numberSeq; assetTable.initValue(); assetTable.assetGroup = AssetGroupId; //Initialize Number Seq for Asset Id numberSeq … Continue reading Create Fixed Asset using X++