In this article, we highlight the key cloud-based IT and business systems that a Small and Medium Enterprise in India could use to improve efficiency while keeping costs low. These are also systems that we use to run our day to day operations. 1. Office 365 Business Premium – Email, Microsoft Office, Document Management, Security … Continue reading IT and Business Systems for a Small and Medium Business in India →

Introduction: This blog explains how to show alerts in D365 V9. Details: We often get requirement to show alerts in D365 V9 Forms and can be achieved using below syntax. Xrm.Navigation.openAlertDialog(alertStrings,alertOptions).then(closeCallback,errorCallback); Example: 1. Alert with no callbacks. var alertStrings = { text: “successfully checkedin.” }; var alertOptions = { height: 120, width: 260 }; Xrm.Navigation.openAlertDialog(alertStrings, … Continue reading D365 V9 Alert Dialog →

Introduction: This is an observation I made when one of our clients wanted to have a limit on the calculated fields. Let’s say, a lower limit of the currency field that is expected to throw an error (or somehow not allow) the currency going in negative values for a calculated field. Observation: Now, I want … Continue reading Calculated Currency Field doesn’t support Min or Max values →

Introduction: While migrating Email Activities from D365 v8.2 to v9, I came across the following error: “Operation failed. Label: Create email, Name: emailCreate2, Message: -2147220969: ActivityPointer With Id = XXXXXXXXXXXX Does Not Exist” This can cause some confusion as activitypointers do not need to be migrated before you begin migrating emails. What are ActivityPointers? The … Continue reading Error During Email Activity Migration: ActivityPointer Does Not Exist →

Introduction: In this blog, we will have a look on how IIS can be enabled for Web Service Deployment Steps to be followed: 1) Search for Windows features in your PC. 2) Check the box for Internet Information Services and click OK. A confirmation screen appears. Sometimes there are cases after the above procedure that … Continue reading Enable IIS to deploy Web Service →

Introduction: This blog explains how to Setup POP3/SMTP email configuration in Dynamics CRM. Steps to be followed: Step 1:  Create new Email Server profile. a. Go to Settings –> Email Configuration –> Email Server Profile. b. Click on +New –> POP3/SMTP server. c. Fill Details in the form. Name: Gmail Incoming Server Location: pop.gmail.com Outgoing Server Location: smtp.gmail.com Now Go … Continue reading How to Setup POP3/SMTP email configuration in Dynamics CRM →

Introduction: In this blog we will be demonstrating how to call an unbound action using Xrm.WebApi which provides properties and methods to use Web API to create and manage records and execute Web API actions and functions in Customer Engagement The available methods are createRecord, deleteRecord, retrieveRecord, retrieveMultipleRecords,execute and executeMultiple.The execute method executes a single … Continue reading Calling unbound actions using Xrm.WebApi in D365 v9 →

Introduction: In this blog article, we shall see how to pin the power BI reports to Workspace. How to pin? Power BI reports can be added to any workspace that contains a Links section. Once the Power BI reports have been deployed successfully you can pin them to your Dynamics 365 Finance and Operations Workspace. … Continue reading Pin Embedded Power BI Reports to Workspace in Dynamics 365 for Finance and Operations →

Introduction: Scenario- The requirement was such that on click of the action button a payment transaction is done. The time at which transaction was done is stored in the database. A restriction shouldto be applied to disallow the customer to make payment for the same amount till a certain time E.g. A transaction was  done … Continue reading How to restrict an action button based on time in Microsoft Dynamics NAV →

Introduction: Create and edit public or system views by using the app designer Description: Dynamics 365 sales app designer allow us to create/edit system view using the app designer. In this example we will use the sales app and account entity for view design. Design: Go to Setting > select My Apps. And open the … Continue reading Design Views in App Designer – D365 →