Introduction In this article, we customized our dashboard by creating a new Role Centre consisting of Sales Cue, Purchase Cue and Production Cue, business chart and including list of items. A Cue is a tile on a page in the Microsoft Dynamics NAV client that provides a visual representation of aggregated business data. Cues are … Continue reading Dashboard Customization For NAV 2017 →

Introduction In this article we send emails on releasing and posting of purchase order, sales order and journal. We send emails with attachments in .pdf format to the respective users. For Purchase order the email is sent to the respective Vendor regarding the successful posting of orders. For Sales order email with attachment is sent … Continue reading Email on Releasing and Posting of Purchase Order, Sales Order and Journal →

Introduction: Electronic payment to vendors can be done using Navision 2017. This reduces manual work and also errors that can be caused during payment. After specifying the payment details in the payment journal, the file can be exported. This file then has to be transmitted and uploaded to the bank to process the payment. Once … Continue reading Vendor Electronic Payment in Navision 2017 →

Introduction: The NAV 2017 has a new feature that uses OCR technology with added item line capture functionality to automate the data entry process for vendor invoices. OCR is an abbreviation for Optical Character Recognition. Lexmark ICS (Invoice Capture Service) provides OCR Services in NAV 2017. The OCR Service feature enables the user to take … Continue reading Implementing OCR Services in NAV 2017 →

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 →

Azure Active Directory B2C is a cloud identity management solution for your consumer-facing web and mobile applications. It is a highly available global service that scales to hundreds of millions of consumer’s identities. Built on an enterprise-grade secure platform, Azure Active Directory B2C keeps your applications, your business, and your consumers protected. Azure Active Directory … Continue reading Configuring Azure AD B2C: Sign up and sign in for consumers in your applications on Azure →

Introduction User security can be achieved by assigning different permission sets to users. Permissions can be assigned to users as per their role. A permission set is a collection of database permissions for one or more objects in the Microsoft Dynamics NAV database and Dynamics 365 Financials that you can assign to one or more … Continue reading User Security Capabilities and Differences in NAV 2017 and Dynamics 365 Financials →

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 →