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Category Archives: Dynamics 365

Capture Case Resolution data before reopening case using C#

Introduction: When we reactivate cases, the old case resolution record is set as cancelled and a new case resolution record is created, before you re open the case, you can actually store case resolution data, which you can later use when you re-close the case. Solution: Below is the code to get case resolution data … Continue reading Capture Case Resolution data before reopening case using C#

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Disable field on change of tab in D365 CE

Use case – Our requirement is to enable field description field on invoice line form on clicking of tab General. Let’s see how we can achieve this Solution – Step 1 – Create web resource with below function- var invoiceLineCustomization = {     unlockField : function(executionContext)     {         var formContext = executionContext.getFormContext();             formContext.getControl(“description”).setDisabled(false); … Continue reading Disable field on change of tab in D365 CE

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[Quick Tip] Get SubGrid View Id using Primary Control or Selected Control for Ribbon button’s enable rule in Dynamics 365 CRM.

Use case: I have two entity Awards and Awards category. We have SubGrid on the Awards entity form for Category with Custom Ribbon button. We want to have the button should be visible on specific view only and below are steps to do so. Step 1: Configure the Ribbon Button Create a Ribbon Button, create … Continue reading [Quick Tip] Get SubGrid View Id using Primary Control or Selected Control for Ribbon button’s enable rule in Dynamics 365 CRM.

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Disable field in Business Process Flow in D365 CE using JavaScript

Use case – Our requirement is to mark field Purchase time Frame disabled in Business process flow on change of disable field(custom field) on opportunity form. Let’s see how we can achieve this Solution – Step 1 – Create web resource with below function- Add header_process before schema name of field. Here schema name of … Continue reading Disable field in Business Process Flow in D365 CE using JavaScript

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Starting amount showing blank in X/Z report in D365 Commerce (Retail)

Posted On May 11, 2021 by Hitesh Jingare Posted in Tagged in

In this blog, I am going to showcase how to resolve the error while printing the X/Z report from POS. In the store, go to payment methods. Select the tender Remove/ Float payment method. The payment method configuration for “Tender remove/float” was incorrect. If you don’t want to have the same problem be sure to … Continue reading Starting amount showing blank in X/Z report in D365 Commerce (Retail)

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Issue in returning Invoice Orders in D365 Commerce (Retail)

Posted On May 11, 2021 by Hitesh Jingare Posted in Tagged in

In this blog, I am going to showcase how to resolve the error while returning invoice orders in Retail POS. When a customer will come to the shop and want to return the order which already invoices then getting following error on the POS This error was occurred because the return reason code setup is … Continue reading Issue in returning Invoice Orders in D365 Commerce (Retail)

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Inventory lookup feature to be operational in 10.0.19 release of D365 Retail(Commerce)

As of now as a POS user if you want to check the inventory of an Item , you will need to click on the inventory lookup button on homepage and you will have to then enter the item number to display a list of store wise inventory. While this feature is useful, there is … Continue reading Inventory lookup feature to be operational in 10.0.19 release of D365 Retail(Commerce)

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Database error on POS while adding products to cart in D365 Retail POS

Posted On March 13, 2021 by Admin Posted in Tagged in

This particular error ‘A database error has occurred’ took a very long time to resolve for us as neither us or Microsoft were able to figure out what was causing it. We verified and double checked following to resolve the issue but to no avail. I suggest you to first ensure the below things before … Continue reading Database error on POS while adding products to cart in D365 Retail POS

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Register/Create customer accounts of store employees on POS in D365 Retail(Commerce)

In Retail store you will need to assign address books i.e. One for store staff/employees and the second one for customers. If you fail  to do that then on POS you will not be able to login or see/search for customers The above setup is the ideal for the store to function properly. However, some … Continue reading Register/Create customer accounts of store employees on POS in D365 Retail(Commerce)

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How to handle multiple loyalty cards in D365 Retail(Commerce) store POS

Posted On March 13, 2021 by Admin Posted in Tagged in

Loyalty programs can help increase customer loyalty by rewarding customers for their interactions with the retailer’s brand. In Dynamics 365 Commerce, you can set up simple or complex loyalty programs that apply across your legal entities in any commerce channel.  You can set up your loyalty program in many ways so that it includes options … Continue reading How to handle multiple loyalty cards in D365 Retail(Commerce) store POS

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