In this article, we are going to walk through the pros and cons of Financials feature of ‘Coupling’ which enables integration of records between Financials and Dynamics CRM. This will help customers understand suitability of using out-of-box Integration. Introduction: Out-of-box Integration enables user to integrate and synchronise data in Microsoft Dynamics Financials record types to … Continue reading Out-of-Box Integration of CRM and Financials Pros and Cons →

Dynamics 365 for finance and operations is an ERP solution that helps you to streamline the processes and helps you to become efficient. ERP stands for enterprise resource planning. It is a cloud-based application that helps the team members to work with each other with ease. This product is developed by Microsoft and is one … Continue reading Integrating attachments to and from Dynamics 365 Operations →

Understand Enterprise Integration Pack (EIP) The Enterprise Integration Pack is Microsoft’s cloud-based solution for seamlessly enabling Business-to-Business (B2B) communications. EIP is new features in Logic Apps which adds B2B and XML capabilities. Enterprise Integration Pack brings some of the enterprise B2B capabilities like AS2 and X12, EDI standards support (with EDIFACT coming shortly) and new … Continue reading Enterprise Integration with Azure Logic Apps →

Introduction: Relevance Search brings the Global Search Experience powered by Azure Search. It uses scoring concepts where score is the indicator of the item’s relevance i.e. higher the score, more relevant the item. Users will get the comprehensive search results quickly in a single list that is sorted by relevance. How it Work’s Basically when … Continue reading Relevance Search in Dynamics 365 →

Using the new subgrid functions, there are 2 ways to get count of the subgrid data. Based on requirement, we have to use one or the other way for achieving the requirement. getTotalRecordCount(): It determines the total no. of records that match the filter criteria of the view. Features: 1. The count is NOT limited … Continue reading Understanding Subgrid functions in CRM Online →

In this article, we are going to compare features of TIBCO Cloud Integration and Microsoft Flow. This will help partners and customers, select the right platform based on their integration needs. Comparing TIBCO Cloud Integration and Microsoft Flow: 1. Real- Time Process: TIBCO Cloud Integration: For real-time integration, a Request/Reply Map needs to be created. … Continue reading Comparing Integration Platforms – TIBCO Cloud Integration and Microsoft Flow →

Before the introduction of Business Apps, Designer and Sitemap designer, we have to take care of following things: We have to manage the security role of users otherwise they will be able to access all the records. If a user wants to design the site map, then user needs to either edit the site map … Continue reading Modular Business apps, App Designer and Sitemap Designer →

Scenario: We have a requirement to access Dynamics 365 environment from a custom application hosted outside D365 environment but we do not want to consume the D365 license.  We want the user to have all privilege required to perform all task which administrator can do. Solution: Please follow below steps to create user Login to … Continue reading Access Dynamics 365 without consuming user License →

In this blog article, we will explain you on how to connect dynamics 365 financials service connector inside of Power BI. Below are the steps to connect over Financial OData: Open the Power BI.com online account Select Get Data option from the bottom menu Click on the Get service option Select dynamics 365 financial from … Continue reading Dynamics 365 Financials connector for Power BI embedded →

Dynamics 365 for Financials supports Multiple Legal Entities. Assisted Setup helps in setting up the new company in few hours and get it ready for use. Please find below the steps on how to create a company and set it up : To Create a new Legal Entity In the top right corner, choose theSearch … Continue reading Setting up Company using Assisted Setup →