This is a pretty simple tweak to either show or hide the Flow button on the entity Forms’ Ribbon. Flow Button Not Visible System Settings Navigate to Settings > Administration. Go to System Settings In System Settings, under Customization tab, look for Enable Microsoft Flow option. You’ll be asked for permission Now, this is turned on Flow Button Visible Now, once you have enabled this setting, you’ll be able to see the Flow button on the View and Form ribbons across Dynamics 365 CE That was quick!!

Dynamics 365 for Customer Service is the right ERP software to use if you desire to see the customer service improvement in your company. When businesses provide excellent customer support, clients not only have the best experiences, but they also stay loyal to a business. Of course, there are so many ERP solutions out there in the market. Dynamics 365 solutions are, however, the best in the world as many companies tried and tested this product and love the way it helps them to become a lot more organized. Since Microsoft owns this product, they do a lot of research to enhance this particular product. One problem people do not know how to fix is the infinite loop issue. Here are some fantastic tips to help you to surpass the problem. While using fetch xml to retrieve records more than 5000 records and if you have multiple entities involve in it. There are chances that you will get into an infinite loop even if you have less than 5000 records. Description: We have noticed that after 9.0 if you are using the old method to retrieve more that 5000 records using the fetch xml in the script it is possible that you will get the into infilter loop. This happens due to the internal multiplication of table which gives fist and last records id same in fetch XML. You need to make sure that include the header as shown in the below screen Need to make sure that you have below check condition before calling the fetch next record collection if (data[“@Microsoft.Dynamics.CRM.fetchxmlpagingcookie”] != null && data[“@Microsoft.Dynamics.CRM.morerecords”] != null && data[“@Microsoft.Dynamics.CRM.morerecords”]==true) { It has more than 1 record true only than call the next request Conclusion Hope this helps you to solve your infinite loop issue.

There are so many ERP or Enterprise Resourcing Planning Software in the market today. You need to pick the best one out of all the available options if you want your company to be successful in every stream of the operations. Dynamics 365 for Finance and Operations is one of the best ERP software that you can find. Companies do benefit a lot when they deploy Dynamics 365 Operations Environment. When employees put in enough time in learning how to use the software, things can become easy for them. It will help your staff to become a lot efficient in their duties. Their performance is also going to increase drastically over a period. Companies desire to unify both the operations and finance functions in their organization to make better and informed decisions quickly. Of course, there are so many options that are out there in the market. But, Microsoft Dynamics 365 for Finance and Operations is one software that you need to pick if you want to streamline your business. Businesses will get to enjoy so many benefits when they select this particular option over all other options. Many people do not know how to set up this software, nor do they know how to navigate through the application. Don’t worry — that is fine. In this article, we will take look at the post configuration setting for Finance and Operations environment. You can login to your LCS environment and check whether D365 Operations environment deployed or not. 2. Once you click on the deployed environment you’ll see the screen that shows the network configuration, storage details, environment details, service account use to deploy the environment and administrator details. We are not going into all this details, we’ll click on the login to the environment to configure the setting for AX development. 3. Once we click on the Log on to environment we’ll see the following D365 finance and operation environment screen. For now only the Admin who deployed the environment is able to access the environment so we need to add some user to the environment. Click here and scroll down to module section.   4. Once we click on the Users we can see list of the users with role, Click on the import users link, We can then see the list of users in the tenant we have if we are D365 tenant then we’ll have all the user from the organisation. 5. From the list of user we can add the users and assign the role for the user for the D365 development. We can also set the configuration for the different tools that Microsoft offer as a part of the development like Power BI integration. So, in this blog we see how to set up the post configuration setting for the LCS and how to add users to environment for D365 development.

Microsoft Dynamics 365 for Retail Management Solution is an end to end or complete retail solution that every business need to have. It provides unified commerce solutions to retailers in all the channels, such as mobility, intelligence, sales, and productivity. Retailers can do a wide range of activities using this particular software. This solution helps customers to have an immersive experience. Retailers achieve a lot when they use Microsoft dynamics 365 for retail as people can do most of the things on the cloud. It increases the efficiency of the workers that are using this software. It is a SaaS solution that Microsoft is hosting. It is one of those solutions that retailers and their staff will love using. In this blog I am going to demonstrate how to deal with errors generated during statement posting. At times while you are posting a shift/statement, you may run into number of different errors. You may need to resolve them on your own. However, sometimes the error occurs because of a bug as shown in this article. It is asking you to run a validate store transactions job. Run the job, however the error message may not go away. If  this error message does not go away than it’s more like  a bug than an error.  You need to contact Microsoft and raise a ticket . They can resolve this error in a day or two. As you can see here shift 2637 is still unposted i.e. no right tick in the posted column next to it. It won’t let you post it even if you create a new statement and try to post it. The reason could be that the statement containing it is not posted yet.  Go to statements and find the unposted statement and try to post it. Issue should be resolved. Hope this helps!

Customer Service is one of the essential segments of any business if they want to become successful. Every single thing about it does matter. Dynamics 365 for customer service is one of the tools that a business can use to improve brand loyalty and also to improvise the value that the companies offer to their clients. Any company that wants to improve in this segment needs to work on this thing. D365 Customer Service will set your company apart from the rest of the firms out there. This software will help you stay ahead of the customer’s expectations and to resolve their concerns a lot faster. Customers can reach out to the company a lot quicker and get resolutions for the problems they are facing at a much faster pace. Microsoft Dynamics 365 CE streamlines the way your employees communicate with customers and enhances their ability to collaborate. Problem Statement Clients implement D365 CE for all departments also need home/landing/default page for each department. This blog will help you to configure default URI for each department in D365 CE implementation for Company. Configuration Steps 1.       Open Dynamics 365 Sales app 2.       Navigate to “My Apps” in Settings group 3.       Open Manage Roles Click on ellipses(…) and pop-up open, click on Manager Role 4.       Setup App URL Enter URL Suffix e.g. SL and automatically URL is generated. 5.       Setup Roles Roles are assigned to URL, Users with specific roles can only access App. 6.       Copy URL and click Save button also share with Users for opening. Conclusion After following above configuration steps, we can share App URL with Sales Department similarly we can configure for Customer Service, Project Service, Field Service or any custom App share with the respective department. Hope this blog helps you to configure Department-wise or based on App for a group of people.

Typically, when you track Email/Appoint records from Outlook, unknown senders are created as Contacts in Dynamics 365? A new Email from unknown recipient. And if you track this Email using D365 App For Outlook, a new Contact is created in D365 without you being notified about it. And the Email from the Saved Contact in D365 appears like this Now, this could be unwanted. And there’s a simple way to turn this off! Disable Contact/Lead creation This setting is controlled from your Personal Settings. Under Email tab, look for the option that let’s you create Contacts/Leads for tracked Unknown Recipients. Once you un-check the same, when you track the Email/Appointment with unknown recipients, new Contacts will not be created. And you could identify this by simply going into Emails and seeing that the Email address appears rather than a Contact. Hope this helps.

Dynamics 365 for customer service assists businesses to provide efficient and excellent customer service to improve customer service in a team. When it comes to business, every interaction that you get from your customer does matter a lot. Maximizing brand loyalty is only possible when customers get their problems or issues resolved quickly. Companies need to invest in Dynamics 365 solutions if they desire to provide the best customer service to their existing and prospective customers. It has some of the best features that can enhance your business operations. And the best part, it is quite economical than all other solutions that you now find in the market. There are so many resources that are available to make things easy for those who install and use it. We had a requirement where need to open the newly created record. Here we were using an action to create the record. Description: We had a requirement on button click contact will be created and once the record is created we need to open that record as well. Opening of the record is dependent on the user if he wants open or not. we have created a custom button and call the action which perform the operation of creation of the record. this record was created inside the action Below action was created and called on the button. 2. Output parameter was defined for the contact record that has been created inside the action 3. Once the contact record is created we set newly created contact guide as an output parameter. 4. Once that is done we got the contact id as a parameter and open it using the open form request in CRM Conclusion Hope this helps while setting output parameter value using the action.

Problem Statement: I have a requirement where the contents of the General Journals are to export to Excel and also can create new entries by importing the same Excel file as well. A major troublemaker is the dimensions as only Dimensions 1&2 ate stored in tables and can be validated easily but 3-8 are set at run-time through variables on the page. In this blog, I’ll be attempting to resolve how to automatically apply dimensions from 3-8 using the code. Pre-requisites: VS Code AL Language Extension Functional knowledge of  Dimensions Microsoft Dynamics NAV /  Business Central Solution: 1. Understanding how dimensions work technically: Any dimensions that are inserted in an entry in the system are validated to be stored in the Dimension Set Entries table. Dimension Set Entries table of which Dimension Set ID is set on the Table. This Dimension Set Entry ID is stored on the entries to be used as a reference. For instance, if we want to Apply Dimensions to General Journal Entries, the Dimension Set Entries ID is stored on General Journal Lines Table. Dimension Set ID on General Journals Out of 8 total dimensions, 2 dimensions are stored on the table. These 2 dimensions are also known as Global Dimensions. 2. Hack into Business Central: When importing, the entry either consists of a Dimension Set ID. If the Dimension Set ID is set to 0 which means no Dimension is applied yet. To apply the dimension to the entry using the code, we can use the standard available code ValidateShortcutDimCode(Dimension_No, Dimension_Value); Dimension_No: The position of the Dimension. Dimension_Value: Dimension Value that is to be applied. For Example:Rec_GenJnl.ValidateShortcutDimCode(3, SD3); When Exporting the Dimension into an Excel Format, you can use the Dimension Set ID present on the Entry to lookup into Dimension Set Entries Table. To Export the Dimensions using the code, you can use the following code: Clear(Rec_DimensionSetEntry); Rec_DimensionSetEntry.SetRange(“Dimension Set ID”, Rec_GenJnl.“Dimension Set ID”); Rec_DimensionSetEntry.SetRange(“Dimension Code”, Rec_GLSetup.“Shortcut Dimension 3 Code”); IF Rec_DimensionSetEntry.FindFirst() then MESSAGE(Format(Rec_DimensionSetEntry.“Dimension Value Code”)); Output: After Importing from Excel: After Exporting to Excel: Conclusion: Thus, using standard code present in Business Central, we can Import dimension details from other sources such as Excel. I also learned about the Dimension Set Entry table and how this is used to store the data on the Entry table using Dimension Set ID. Overall this is a big step where I learned how to import dimensions which are more than the 2 Global Dimension. Thanks for taking a keen interest in reading my blog.

Creating a pro forma invoice on dynamics 365 for finance and operations is a pretty straightforward task. A pro forma invoice is a crucial financial document that people use in businesses. In a nutshell, a pro forma invoice is more or less like an estimate that companies share with their client before sending them the actual invoice. The actual amounts can change if there is a difference in the quantity of material as well as the labor before preparing the final bill. Many people struggle to locate, view, or to print this document on dynamics 365 as it can be confusing. In this article I am going to demonstrate how to view/print  pro-forma invoice. A pro forma invoice is an invoice that is prepared as an estimate of the actual invoice amounts before the invoice is posted. You can print a pro forma invoice either for a customer invoice for a sales order or for a free text invoice. Step 1: Configure Print management from  Account receivable>Setup>Forms   Step 2: Right click on Customer invoice and click New Step 3: Go to All sales orders, Select an order which is in Open state.     Step 4: Go to Invoice tab and click on Pro forma Invoice     Step 5: In Quantity select All and in Print options enable Print Invoice     Step 6: You may click on Export to save the document or print it   Hope this helps!

So, since adoption of Unified Interface is growing, people are asking – “What happened to the Ribbon icons?”. Well, a simple answer to this is tweaking the implementation a little. Typically, you have custom icons on your classic Web UI that look like this – But the same looks like a puzzle piece in the Unified Interface – So, here’s what you need to do. Icons on the Unified Interface take SVG format. You’ll need to take you existing PNG Web Resources   Creating SVG Icons Like most online services or applications, you can easily convert images to SVG. In this example, I’m using this online tool – https://www.online-convert.com/ Or you can try this too which I found quite a few people recommended – https://www.syncfusion.com/downloads/metrostudio For this example, I used https://convertio.co/png-svg/ And I got my converted SVG document downloaded. Now, create a new Web Resource in SVG and Upload the same. Ribbon Workbench Once your Web Resource for the SVG format is set, going back to your Ribbon Workbench customization work space, go to the Button where you wan to update the icon and select the SVG Web Resource under Modern Image as shown below Publish Changes and See Once your customization are published, you can simply refresh and check that your image has been updated Note: An online converted might not give you an accurate image. However, it is best recommended to create SVGs on an app. I’ve heard recommendations about https://www.syncfusion.com/downloads/metrostudio Hope this helps!