Category Archives: Dynamics 365
Upgrading D365 Online Portals to v8.3 in July Update
In this blog, we will see how can we upgrade the D365 online Portal to v8.3 and what are the new features that are available in this upgrade. Pre-Requisites: D365 CRM Portals D365 CRM Environment Overview: The new version 8.3 for D365 online Portals is made available in the July update provided by Microsoft. Along … Continue reading Upgrading D365 Online Portals to v8.3 in July Update
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Using the Administrative Wizard for D365 Online Portals
Introduction: In this blog, we will see how can we use the new feature of the ‘Administrative wizard’ for the D365 Online Portals Pre-Requisites: 1. D365 CRM Portals 2. D365 CRM Environment Overview In the new update of D365 Online Portal for v8.3, a new feature has been introduced which is the ‘Administrative wizard’ which … Continue reading Using the Administrative Wizard for D365 Online Portals
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Set Customer Type field in D365 Javascript Web API
Introduction: This blog explains how to set Customer Type field in D365 Javascript Web API. Problem Statement: We get error while setting value of Account lookup on Contact in D365 Javascript Web API as below: “An undeclared property ‘customerid’ which only has property annotations in the payload but no property value was found in the … Continue reading Set Customer Type field in D365 Javascript Web API
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Excel Bulk Update with Filter
Introduction: Sometime it requires us to update only certain records which satisfies condition. so how to update those records all at once. Description: We had a requirement where we wanted to change the status of all the record of lead which are in New status. We need to follow below steps to achieve this. Make … Continue reading Excel Bulk Update with Filter
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How to add direct links into Dynamics 365 Site Map
This blog consists of steps to add an external link to navigation bar in the application using new sitemap editor in Dynamics 365. Steps to be followed are given below: Create an HTML Web Resource in CRM consisting of below code. <html> <body> <script> //open link in new window window.open(“https://www.google.com”); </script> </body> </html> Open the … Continue reading How to add direct links into Dynamics 365 Site Map
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AX 2012 R3 Commerce Data Exchange Service: Real Time Service Installation
Introduction: Real-time Service is an integrated service that provides real-time communication between Microsoft Dynamics AX and retail channels. Real-time Service enables individual point of sale (POS) computers and online stores to retrieve certain data from Microsoft Dynamics AX in real time. Redeem loyalty points Issue and redeem credit memos Create and update customer records Create, … Continue reading AX 2012 R3 Commerce Data Exchange Service: Real Time Service Installation
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CRM Tip: Issue with checking Security role GUID of custom security roles
Problem Statement: We often encounter a scenario where we need to perform some operations based on the fact if the user has a particular security role. We also know that the GUID of a custom security role created by us remains the same, even if is installed in some other environment. Consider the following scenario: … Continue reading CRM Tip: Issue with checking Security role GUID of custom security roles
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Generic Type Bookable Resource on Schedule Board in D365 Field Service
Introduction: This blog explains how to filter Generic Type Bookable Resource on Schedule Board. Pre-requisite: Latest Field Service Solution of D365. Procedure: 1. Open Schedule Board, Field Service → Schedule Board. As highlighted below there is no option to select Generic Type Bookable Resource in Filter Section. 2. Click Options → Selected Resources 3. Select Generic in … Continue reading Generic Type Bookable Resource on Schedule Board in D365 Field Service
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CRM Tip: How to Check Security Role in Plugins – Correct way
Problem Statement: We often have requirements to perform some action based on certain security role. For ex., we only want System Administrator to delete particular record, and no one else should delete irrespective of their security access. There are many ways to achieve this, but many of the times the solution is not foolproof Incorrect/ … Continue reading CRM Tip: How to Check Security Role in Plugins – Correct way
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Invoking Web Service/Rest API from D365 FOE
In this blog article, we will see how we can invoke web service call for a third-party application in Dynamics 365 for Finance and Operations, Enterprise Edition using X++. In this blog we will Consider Service Order Entity as source passing Service Order values to a third party application on Service Order creation using web … Continue reading Invoking Web Service/Rest API from D365 FOE