In legacy X++, it was possible to prescribe in metadata that certain methods were to be executed prior to and after the execution of a method. The information about what subscribes call was recorded on the publisher, which isn’t useful in the Dynamics AX environment. It’s now possible to provide Pre and Post handlers through … Continue reading Use of EVENT in Dynamics 365 for Operations →

There were value models and depreciation books valuation concept for fixed assets in earlier releases. Value models and depreciation books functionality have been combined into a single platform that is known as a Books. This is new in Microsoft Dynamics 365 Operations version 1611. Value Models and Depreciation Books (earlier versions): Books (Microsoft Dynamics 365 … Continue reading Fixed Assets – Books (Microsoft Dynamics 365 Operations versions 1611) →

What is PowerApps? PowerApps is a Microsoft product which allows developer/non-developer to build an application without writing a single line of code. PowerApps creates custom business apps for web and mobile devices that help you do your job more efficiently and collaborate better with your co-workers. Use PowerApps to solve problems specific to your business … Continue reading PowerApps →

In this blog article, we will see how to access Azure Blob storage and create document in CRM by reading a specific blob document in Azure. Steps: Get the following details of the Azure Blob storage Primary access key Blob container name File Name of the document Now we will write a sample plugin code which will … Continue reading Accessing Azure Blob storage from CRM Online Plugin →

Introduction Dynamics 365 introduced many new functionalities for Dynamics CRM Sales App but this blog will cover the enhancements for new Visual Designer and Process Unification in Dynamics 365 Sales App. Below are some key points that will show what are the new enhancements on Business Process Flow, Task Flows and Business Rules. Business Process … Continue reading Process Unification & New Visual Process Designer in Dynamics 365 →

Dynamics 365 for Financials is a newly launched product by Microsoft which is fully based on Cloud. The product is developed keeping Microsoft Dynamics Navision as base. Following is the list of differences which could be identified when compared to Microsoft Dynamics NAV 2017. User Interface D365 for Financials – It is a web based … Continue reading Comparison between NAV 2017 and Dynamics 365 for Financials →

Introduction: The OCR Service technology with added line item capture functionality can be used in the Dynamics 365 for Financials. OCR stands for Optical Character Recognition which enables the user to scan the invoice document and send it to Lexmark Invoice Capture Service(ICS) for OCR Services. This helps the user to reduce a lot of … Continue reading Implementing OCR Services in Dynamics 365 for Financials →

Prerequisite Internet facing Domain controller (if it’s an On-Prem DC) Setup the ADFS Role in our Domain Controller [Which will act as a IdP] Dynamic CRM online 2016 and CRM Portal Setting Up ADFS Open the ADFS Management in the server manager [Tool > AD FS Management] In AD FS Management tool, select Service > … Continue reading SSO configuration for CRM Portal →

This blog is intended to showcase capabilities of Dynamics CRM portals to accommodate custom CSS for UI changes. For adding any custom CSS for the portal, we need to add bootstrap.min.css as a child file of “Home page” on the portal. Steps for adding CSS file on portal Step 1: Create a custom bootstrap.min.css having … Continue reading Adding Custom CSS for Dynamics CRM portal UI →

Introduction After questions are added in surveys. You can add a response routing rule which helps to show hide questions or perform an action depending on the response from the client. There is a scenario when you want to ask additional questions based on responses in a Voice of the Customer survey, create one or … Continue reading Response Routing Rules in Surveys →