Background: When an enterprise transitions to Cloud, it may still need to leave some assets on-premises for technical or security reasons. Typically SQL DBs will be On-premises for most enterprises. But this should not stop the enterprise from having their Web apps, APIs, services and mobile apps on cloud. The major hindrance in this scenario … Continue reading Connecting to On-Prem SQL from Azure Web App →

Overview: Here’s a quick helpful control to enter barcodes in D365 fields. Here is how it goes – Adding Barcode Control: Here’s how you can add the Barcode Control. Select Add Control in the Field Property section. Select Barcode Scanner and click on Add. Select the appropriate configuration of devices for the control and click … Continue reading Barcode Control in Dynamics 365 →

Introduction: In this blog we will be discussing about the Business Rule validation issue in  Editable grids caused when the fields are not present in the views. Scenario: In our demonstration we will take the example of a contact form and design a business rule to lock the email field if the Job Title field … Continue reading Editable Grid Validation →

Introduction: In this blog, I will detail how to migrate Activity Parties of Emails from one CRM to another. In my previous blog, I outlined the first step of the Email migration process which is migrating the body of the email. Migrating the corresponding Activity Parties of an Email is the second step of this … Continue reading Email Migration from D365 CRM v8.2 to D365 CRM v9 using TIBCO Cloud Integration: Activity Parties →

Introduction: Data migration can be a little challenging, especially when it comes to Emails. In this blog, I will outline the steps that need to be followed to successfully migrate Emails as well as important things to keep in mind during the process. Steps: There are four main steps to follow to successfully migrate an … Continue reading Email Migration from D365 CRM v8.2 to D365 CRM v9 using TIBCO Cloud Integration: Email Body →

Introduction: Recently I was working on Cheque Report. I created a custom size Cheque design and it was working fine while downloading it. Then the task was to print the cheque and test but the printout was off size. In this blog I will guide you how the custom size report prints using document routing … Continue reading Print Custom Size Report using Document Routing in D3FOE →

Introduction: I was stuck in an issue recently where I was working on SSRS report with multiple filter parameters. In multiple parameter, one parameter was Brand ID and in report I had to display the Brand name instead of its ID. In this blog article, we will see how we can get the name of … Continue reading Fetch Parameter name from ID for SSRS Report in D365 Operations →

Introduction: Xrm.Navigation provides navigation related methods like openAlertDialog, openConfirmDialog, openErrorDialog, openFile etc. In this blog we will be discussing about openForm method which opens an entity form or a quick create form. There might be requirements to open a new form with certain fields pre-populated on certain conditions or to open a specific record. Implementation: … Continue reading Open new form with fields pre-populated using Xrm.Navigation in D365 →

Introduction: This topic explains how to export a Microsoft Dynamics 365 for Finance and Operations, Enterprise edition database from an environment that is based on Microsoft Azure. Steps: 1. Create a duplicate of the source database. <“CREATE DATABASE MyNewCopy AS COPY OF axdb_mySourceDatabaseToCopy”> To monitor the progress of the copy operation, run the following query … Continue reading Commands to Create .bacpac file from Azure SQL to SQL Server →

Overview: Auto Scheduling in PSA’s WBS books the hours when you enter the dates and dates when you enter the hours. They are interlocked. I want to schedule a task which is less in no. of hours but will span across more than expected duration of period. Such requirement is when signing a support contract … Continue reading Keeping tasks flexible in duration in Dynamics PSA →