Category Archives: Dynamics 365
System User in D365
Introduction: In this blog we will be discussing about System user in D365. Description: System Users are built in users in D365. Some important points that need to be kept in mind are as follows: The Mailboxes of the System user cannot be setup hence emails can’t be sent and received. If a plugin is … Continue reading System User in D365
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Configuration of Analysis Services
Microsoft SQL Server Analysis Services is a server-based solution that provides online analytical processing (OLAP) functionality. Analytical reports help users examine business data and identify trends that they might not otherwise discover when viewing data on traditional reports. To integrate Microsoft Dynamics AX and Analysis Services, you must perform the following steps: Step 1: Complete the … Continue reading Configuration of Analysis Services
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Check Security Roles of Logged in user using JavaScript
Introduction: In this blog, we will be demonstrating how to use JavaScript to check user security roles. This is applicable in organization where, there are users with multiple security roles. And only users with a specific role assigned to them should be allowed to carry on certain tasks. Scenario: There is an organization with two … Continue reading Check Security Roles of Logged in user using JavaScript
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Media Controls in Power App
Introduction: In this blog article, we will discuss working of Media controls in Power Apps Media Controls: There are 7 Media controls in Power Apps Image Camera Barcode Audio Video Microphone Add Picture Image Control: Shows an image from, for example, a local file or a data source. Description: If you add one or more Image controls … Continue reading Media Controls in Power App
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Adding notes section on entity forms in Dynamics CRM
Introduction: This blog consists of information on adding notes section in to your form and the difficulties faced while adding the notes section. When to use notes on entity forms: Notes are quick, easy and create a time-stamp. You can use when temporary and not critical information need to be shared with others. Prerequisites: 1. … Continue reading Adding notes section on entity forms in Dynamics CRM
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Create an App in Unified Interface in D365 v9.0
Overview: With the new v9 release of Dynamics 365, a lot of user-friendly features have made life easier. Talking about the slick new Unified Interface! And if you want to make an App based on the same with components you need, it’s a hell lot easier too. New App with Unified Interface: You can either … Continue reading Create an App in Unified Interface in D365 v9.0
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Resource Bookings as Calendar in D365 Field Service Portal
D365 Field Service Management stage furnishing venture organizations with instruments to smooth out their business forms – from ongoing portability over each significant gadget, to steering and work process computerization. Make essential field administration assets, for example, item manuals, specialized help documentation, preparing, and related recordings promptly accessible to client care agents, accomplices, and field … Continue reading Resource Bookings as Calendar in D365 Field Service Portal
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Integrating Twilio Web Service with D365 CRM Online to send SMS Messages
Disconnected systems cause your business processes to be inefficient. How quickly can you get new products up on your eCommerce store? How long does it take you to update inventory counts? When these processes are too slow, it negatively impacts your performance. You can’t keep up with your competitors. Overall, these issues can lead to … Continue reading Integrating Twilio Web Service with D365 CRM Online to send SMS Messages
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Web Client UI Refresh: D365 v9
Overview: The new July 2017 update of the D365 is the latest update to Dynamics 365 and is called v9. This is a major change from not only functionality perspective but also from a visual perspective as well. And one such part of the visual upgrade is the refreshed web client UI. This is a … Continue reading Web Client UI Refresh: D365 v9
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CRM Tip: Automatically Creating document from Word Template and attaching to Record
Background: In Dynamics CRM, one of the common requirement customer have is to Run a report and save the copy of the report (PDF/ Word/ Excel) as notes/ attachment on the record or send the created document as email attachment to customer. Sounds an innocent requirement, right? With CRM online, it is NOT. What we … Continue reading CRM Tip: Automatically Creating document from Word Template and attaching to Record