Introduction: CRM SDK provides a data migration tool/application called “DataMigrationUtility” which allows simple data migration from one CRM environment to another CRM environment. Prerequisite: Microsoft Dynamics CRM. CRM SDK Purpose of the set up Our goal is to migrate accounts from one Online CRM environment to another CRM environment. Steps: Open CRM SDK folder and … Continue reading CRM Data Migration tool →

Dynamics 365 for finance and operations is an ERP system built and designed to match your business needs in this modern day business scenario. Elements are currently as much a business system as it is innovation deliverable, some portion of a bigger biological system where data pulled from unique channels, (for example, social, IoT, and … Continue reading Selecting Multiple products for Sales in D365 for operations →

A blanket purchase order is  purchase agreement between the company and a vendor. It typically involves one item with multiple shipments at predetermined quantities, price and delivery dates. Scenario: Purchase person orders 1000 units of item that will be delivered 200 units for each week. Steps: 1) In the Search box, enter “blanket purchase orders”, … Continue reading Blanket Purchase Order Dynamics NAV →

Dynamics 365 business central development is an ERP or Enterprise Resource Planning solution from Microsoft. It is undoubtedly one of the best in the market. A lot of Small and mid-sized companies are using this software to increase their efficiency and productivity of their teams.  It is easy to install and deploy this software. It … Continue reading Importing Excel file in Microsoft Dynamics NAV using Excel Buffer →

Introduction: In Microsoft Dynamics NAV, Lookup Form on a field corresponding to a particular selected option of another field can be displayed in the Request page of a report using C/AL code. In this article we are going to see the procedure with the code required to achieve the same. Pre-requisites: Microsoft Dynamics NAV 2017 … Continue reading Displaying Lookup Form on a field based on a particular selected option of another field in Request page of a Report in Microsoft Dynamics NAV →

In this blog article, I will explain you that using Power BI, you can easily connect to your Salesforce.com account. Creating this connection and it will give list of Entity to choose for your dashboards. Below are the steps to connect over Salesforce Objects: Open Power BI Desktop tool and select Salesforce object from Get Data option. … Continue reading Salesforce Object Connecting inside of PowerBI →

Introduction: Microsoft introduced a cloud-based platform that works with Mobile Devices known as Microsoft Staff Hub. This platform enables workers and their Managers to manage, communicate and share content. Workers can ask for time off or swap and offer their shifts with their co- workers whereas Managers can send messages to one person or the … Continue reading Microsoft Staff Hub →

Dynamics 365 for finance and operations is one of the best ERP solutions that you find in the market. ERP is an acronym for Enterprise Resource Planning. It is a software that helps small and medium-sized companies to organize their work and to scale up high.  It is quite popular because there it has got … Continue reading Purchase voucher effects for stocked item (Dynamics 365 for Operations) →

If you are planning to get Dynamics 365 for finance and operations, that is an excellent thing. It is wise to plan on getting it as soon as possible. It is an Enterprise Resource Planning (ERP) solution from Microsoft. Entrepreneurs that want their company to scale up high in a few years prefer to get … Continue reading Setting Up Ceridian Payroll Extension in D365 for Finance and Operations →

Scenario: CRM space is expensive, and often clients want alternatives to CRM storage for storing documents, images as these take up most of the space. Available solutions: SharePoint Online with Dynamics CRM OneDrive for Business with Dynamics CRM Currently, SharePoint document management is the preferred choice for most of the customers as alternative to storing … Continue reading Alternatives of Document storage in Dynamics CRM →