Category Archives: Dynamics 365
Filtering Entity Lookups based on field value
I have a contact record with a role option set field with options Billing, Decision Maker, Client, Influencer. The Requirement is to only show billing contacts i.e. contacts with role billing related to the account selected on the Opportunity in the lookup of the contacts on the Opportunities. Let’s see how I to filtered the … Continue reading Filtering Entity Lookups based on field value
Share Story :
Send a message/notification on Microsoft Teams as soon as an Opportunity is created in Dynamics 365 via Azure Logic Apps.
In this blog we will see the steps in order to send a automated message via Teams as soon as an Opportunity is created in Microsoft Dynamics 365. Step 1: Go to portal.azure.com and select the Azure Logic App Resource. Step 2: Enter all the details such as the Name, Resource Group, Subscription, Region, etc. … Continue reading Send a message/notification on Microsoft Teams as soon as an Opportunity is created in Dynamics 365 via Azure Logic Apps.
Share Story :
Quick Tip – Duplicate Fields from a Table to another Table
Hello,Consider a scenario where we need to have a table (entity) which is a replica of other table or you need some fields replicated into another table. This tool will save a lot of precious time. Let’s say I have a table called ‘Scoping’ and I want fields from that data replicated into another table … Continue reading Quick Tip – Duplicate Fields from a Table to another Table
Share Story :
Open document on click of button in D365 CRM using JavaScript
In this blog we will see how we can open a PDF document on click of button from a record in CRM Let say we have User Guide button on Lead Entity and on click of User Guide button, a PDF document which is User Guide document should be open in next tab. Solution Create … Continue reading Open document on click of button in D365 CRM using JavaScript
Share Story :
Enable Auto Numbering for Field Service Entities in Dynamics 365 CRM
Introduction Autonumbering feature is useful to uniquely identify records and comes in handy when there are many records to filter. This blog will be the walkthrough for steps need to be performed in order to enable the auto numbering for field service entities. Lets take a scenario, there is a need to auto number the … Continue reading Enable Auto Numbering for Field Service Entities in Dynamics 365 CRM
Share Story :
How to Set Button Icons in Dynamics 365
Introduction: Let’s say we want to set an icon for a button on a form in Dynamics 365. We will use the Ribbon Workbench to do this. Let’s add this to our Quote form. First, create a solution and add Quote Entity: To add buttons, we will use SVG images. For the Web Client, we … Continue reading How to Set Button Icons in Dynamics 365
Share Story :
Adding a button on ribbon and on click, opens quick create form using ribbon workbench in XRM ToolBox
In this blog, we’ll see how to create a button on ribbon by using ribbon workbench in XRM toolbox and on click, open quick create form. Step 1- Insert a ribbon button on any required record form using ribbon workbench on XRM toolbox. Step 2- Name the ribbon button (anything as required) Step 3- Add … Continue reading Adding a button on ribbon and on click, opens quick create form using ribbon workbench in XRM ToolBox
Share Story :
Manual statement posting in D365 Commerce (Retail)
In this blog, I am going to showcase how to create and post statements manually in D365 retail. In Dynamics 365 Commerce, the statement posting process is used to account for the transactions that occur in POS. The statement posting process uses the distribution schedule to pull a set of POS transactions into the headquarters … Continue reading Manual statement posting in D365 Commerce (Retail)
Share Story :
Integrate Teams with Dynamics 365 for Custom Entities
In this blog, we will see how to integrate Microsoft Teams with Dynamics 365 for custom entities using Postman. Step 1- Go to portal.azure.com and select Azure Active Directory Step 2- On App Registration, click on new registration Step 3- Register an application and follow the steps Name Select Multitenant Enter the required URL Click on register Step 4- Add API … Continue reading Integrate Teams with Dynamics 365 for Custom Entities
Share Story :
How to keep customer on hold in D365 Finance and Operations
In this post I will show you all the different ways you can put a customer on hold in Dynamics 365 Finance and Operations Dynamics 365 Finance and Operations has standard customer management functionality that allows account receivable managers or customer account managers to put customer accounts on various types of holds. These different hold … Continue reading How to keep customer on hold in D365 Finance and Operations