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++ →

Introduction: You might receive alert “The Team member position has already been filled” while submitting a request for an actual resource. Description: I was working on a project and we use PSA solution for resource management. Some Team Members was already added in project with “Generic Resource” and we wanted to replace resource with actual … Continue reading Resolve “The Team member position has already been filled” error →

Introduction: Quite simply put, some of the embedded dialogs like the Advanced Find, Merge Records, Assign & Edit record windows which are not by default visible on the Unified Client Like when you multi-select records, you can’t see the typical Merge, Edit buttons on the ribbon. Here’s how you enable them. System Settings: In your … Continue reading D365 Unified Interface: Enabling embedded legacy dialogs →

Introduction: This blog explains an alternative approach to Activate an Order in UCI. Scenario: We are using Prospect to Cash solution to integrate Sales Order from Sales to Operations (CRM To Operations). In UCI Activate Order button is not working which is used for Order Integration. In this blog we will see an alternative approach to … Continue reading Activate Order button is not working on Order Entity in UCI →

Introduction: This blog details steps for Run Report button in UCI Form via Web Browser in D365 Sales. Scenario: Client requires Run Report button in UCI Form for Order Entity in D365 Sales Steps: Below are steps to be performed for enabling Report button on Order Entity Create WebResource with below javascript function. Create a … Continue reading Run Report in UCI Form for Web Browser →

Introduction: Sometime there is a need to know when and who imported the solution in to CRM. This will be done by XrmToolBox plugin called “Solution History”. Purpose of Solution History: The purpose of the tool is to view a historical list of solutions that have been imported. This provides sort of audit functionality for … Continue reading Identify who imported the solution – Dynamics 365 CRM →

Introduction We had developed a functionality for Dynamics CRM v8.2 on Quote Entity by adding a custom button and on clicking a button we run a report, capture its contents using JavaScript, convert it to a PDF and attach the PDF to an Email Record. Below shown is the code snippet quoteInvoice = { runReportToPrint: … Continue reading [SOLVED] “Corrupted report PDF generated using JavaScript” in Dynamics 365 V9.0 →

Introduction: A “shared shift” configuration lets retailers have a single shift across multiple registers, cash drawers, and users. A shared shift has a single starting amount and a single closing amount that are summarized across all cash drawers. Shared shifts are most typical when mobile devices are used. In this scenario, a separate cash drawer … Continue reading Configuration of Shared shift in Dynamics 365 for Finance and Operations(Retail) →

Introduction: In this blog I’ll be demonstrating few features of Business Central October Release[RC3]. Pre-requisite: Microsoft Dynamics 365 Business Central October Release[RC3]. Demonstration: 1.Refreshed User Experience Improved Card Page Layout. Improved List Page Categorized Actions. Changed position of New,Edit, Delete as well as Previous andNext buttons. 2. Improved Productivity Advanced filtering with multiple column filtering: Limit … Continue reading Features of Business Central October Release →

Introduction: This blog details steps for Run Report button on Project Entity in D365 PSA. Pre-requisites: 1. Ribbon Customizations solution installed in environment. Steps: Below are steps to configure Company Insights on custom form “FSA Account” for Account Entity 1. Create a new solution for Ribbon Customizations. Add project entity in the solution. 2. Add Another … Continue reading Enable Run Report button on Project Entity in D365 PSA →