Category Archives: Blog
Ways to Import Export Data from Microsoft Dynamics NAV to Excel
Introduction: In a scenario where a company uses Excel to keep the data and wants to move its ERP to Dynamics NAV. A lot of data needs to be added in NAV in order to get a full system working. Thus, copying each entry could be a time-consuming task. Microsoft Dynamics NAV is enabled with … Continue reading Ways to Import Export Data from Microsoft Dynamics NAV to Excel
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Compare two roles in CRM
Introduction: Managing and understanding security roles in CRM can be tough. One of the Tools on Xrm.Tools is a Security Role Explorer, which tries to help make it easier. Steps to Compare roles in CRM: Go to xrm.tools site on browser. Click on Explore Roles Now button on the left most corner. You need to … Continue reading Compare two roles in CRM
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Put validation on Business Process Flow
Introduction: CRM business process flow allows users to enter data in steps which makes it simple and don’t required to scroll down all the way to bottom of form. A single business process flow can be divided into small steps to achieve the same and enter the data easily. But user may have requirement where … Continue reading Put validation on Business Process Flow
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Input Mask on D365 Control
Overview: Now, you may have a requirement where you’d want users to input data in a correct format for better readability and validity. There is a feature for a control where you can achieve this in tablet/mobile app of D365 and on the new v9 version of D365. It is called Input Mask For this … Continue reading Input Mask on D365 Control
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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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Procedure to create a custom Cue based on a query and a normal field in Dynamics NAV
There’s no compelling reason to enter similar information again and again to different frameworks. At the point when you enter information into one framework, information naturally synchronizes to your different frameworks as characterized by your standards. Consider item data in NAV synchronizing to your webstore, online requests adjusting to NAV, and delivery and following information … Continue reading Procedure to create a custom Cue based on a query and a normal field in Dynamics NAV
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Approval Workflow Setup and Process in Microsoft Dynamics NAV 2017
Introduction: Workflows are a list of steps, each step consists of workflow events, workflow condition and workflow responses. Companies require documents to be approved before they can be released or sent to the customers, vendors etc. E.g If a Purchase order has total amount above 10000, an approval may be required from the hierarchy before … Continue reading Approval Workflow Setup and Process in Microsoft Dynamics NAV 2017
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Labels in Office 365
Introduction: Across your organization, you probably have different types of content that require different actions taken on them to comply with industry regulations and internal policies. Labels in Office 365 can help you take the right actions on the right content. With labels, you can classify data across your organization for governance, and enforce retention rules … Continue reading Labels in Office 365
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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