Global Address Book allows Customer/Vendor information mainly addresses and contact details to share across multiple legal entities. For example: Customer/Vendor of one legal entity may be Customer/Vendor in other legal entity or Customer in one legal entity may be vendor in same legal entity etc. In below scenarios explain on how we can share Customers, … Continue reading Sharing Customer/Vendor Information across multiple legal entities by using Global Address Book AX 2012 →

Prerequisite: Power BI Desktop Tool, Power BI Service, Microsoft Dynamics CRM Online Changing User’s in Power BI Desktop: Many a times we need to change user in Power BI Desktop for developing reports to get data from different perspective. As Power BI Desktop provides data source as CRM Online and also supports data refresh, it … Continue reading Change User’s and Environment in Power BI Desktop for CRM Online Data Source →

In this Blog we will walk-through how to add custom Domain/sub-domain in Azure web app with the help of GoDaddy. Problem Statement: We have a domain cloudfronts.in, purchased from GoDaddy and we want that it should point to website hosted on Azure. We have divided this blog in two different parts. Part 1: Add new … Continue reading Setup custom domain and sub-domain name in Azure/GoDaddy Part -1 →

Email Router is a service that runs continuously to synchronize only emails between CRM and specified Email system. Tasks, Appointments and Contacts are not synchronized using Email Router. Email Router is a separate component available for download and needs to be installed. Note: Only one instance of Email Router should be setup for an Organization. … Continue reading Setup Email Router for Microsoft Dynamics CRM 2015 Online and Exchange Online →

The blog post will show you how we can assign a static IP address to one of the Microsoft Azure Virtual Machines, using Microsoft Azure Powershell. Assumptions: Create Virtual Machine and Virtual Network in Microsoft Azure.   Steps in Microsoft Azure Steps: Create a Virtual Machine named test and Virtual Network testing as shown below, … Continue reading Setting up a static IP address to Virtual Machine in Microsoft Azure – Part 1 →

Consider migrating the data from Microsoft dynamics CRM online to Microsoft dynamics GP. Our goal is after the data migration is completed successfully, we want the result of the data migration (successful/failure) to go back to the source system. Steps: Scenario: 1st block: We query the source account entity 2nd block: We try to update/insert … Continue reading Customized Error Handling in TIBCO Scribe Insight →

Product Configuration is generic Product structure with distinct variants that allow user to use product easily in sales process as per customer requirement. You can use product configuration on Sales Order line as well as on Sales Quotation line. Example of Bicycle configuration: Bicycle is configured by using five attributes such as Bicycle Type, Bicycle … Continue reading Product Configuration Model in AX 2012 R3 →

Purpose of this blog is to refresh on-premise data sources available in Power BI. Prerequisite: Microsoft SQL Server Management Studio, Microsoft Excel 2013, Power BI Desktop Tool, Microsoft Data Management Gateway Steps for On-Premise Data in Power BI: Setting up On-Premise Data Refresh in Power BI will help refresh data directly from the data source … Continue reading On-Premise Data Refresh in Power BI →

Accounts Receivable is process of matching customer account balances with the general ledger balance. The reconciliation should be done at least monthly as part of the month-end closing procedures so any adjustments needed can be included in the correct period. Below are steps to process accounts receivable reconciliation. 1. The Ledger accounts to be checked … Continue reading Account Receivable Reconciliation Process →

Why CRM For Outlook? We use Outlook as a one-stop solution for our day-to-day communication. Your Dynamics CRM can be integrated with your Outlook using CRM For Outlook. CRM For Outlook is a lightweight client that gets set up on a client’s computer and is connected to your organization’s CRM by authenticating your Dynamics CRM … Continue reading CRM For Outlook →