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Auto-refreshing Views or Grid in D365 CRM

We all know that Views show records based on filter criteria that is applied to the Views. But, what if there is a custom button that will change the records status and according to the Views filter criteria it should not be present in the View. The View should have been Auto-Refreshed. We can achieve … Continue reading Auto-refreshing Views or Grid in D365 CRM

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Connect D365 CRM CDS Database from SQL Server

Many times, we feel like why I can’t access D365 CRM Database directly from MS SQL Server, so here is my blog that will guide you on how you can connect D365 CRM CDS Database using MS SQL Server Steps to enable D365 CRM CDS Database to make it connect from MS SQL Server: Login … Continue reading Connect D365 CRM CDS Database from SQL Server

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Importing Notes in Dynamics 365 correctly

Preparing an Excel Template for Notes entity is a little tricky. Doesn’t work when you just Export directly as a Template from the Templates Wizard and try to include all columns and import as is. Why? Because there’s no Regarding field exported when you export/import that template. Here’s what you can do as a workaround. … Continue reading Importing Notes in Dynamics 365 correctly

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Entering Multiple Opportunity Products at once in Dynamics 365 Sales

Very easy tweak but this will save loads of your time. One of the most important asks by Salespeople is perhaps this – “Add multiple Products on Opportunity at once!“ Here’s how you can do this – Classic Experience In current/classic experience, if you open Opportunity Lines and go on to add a Product as … Continue reading Entering Multiple Opportunity Products at once in Dynamics 365 Sales

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Mailbox Alerts Hide/Show behavior in Dynamics 365 CRM

At times, ever wondered what happened to the Mailbox? You ran some tests, you also got results, but the Alerts section is empty or not generating Alerts. Here’s what’s missing and how the behavior is – Turn on Mailbox Alerts In System Settings, you can turn on what type of Mailbox alerts should be shown. … Continue reading Mailbox Alerts Hide/Show behavior in Dynamics 365 CRM

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Sales return order line registration in D365FO and AX 2012

Introduction: Sales return order line registration in X++ Details:  Consider SalesReturnOrderRegisterLine is the table where records are with SalesLine referenced. If we are required to register serialized items than salesReturnOrderRegisterLine.inventSerialId will be considered and if item referred with batch then salesReturnOrderRegisterLine.inventBatchId will be considered. public static void inventoryRegistration(SalesId _salesId) { SalesReturnOrderRegisterLine salesReturnOrderRegisterLine; SalesLine salesLine; TmpInventTransWMS tmpInventTransWMS; InventTransWMS_Register inventTransWMS_Register; InventDim … Continue reading Sales return order line registration in D365FO and AX 2012

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Factbox of workflow history on purchase order in D365FO

Introduction: In this blog, we will see how to create factbox of workflow history of purchase order in Microsoft Dynamics 365 Finance and Operations Details:  Well, Factbox is a very pretty cool feature available from the earlier version AX 2012. It is very easy to achieve in Dynamics 365 as well.  Here we will see how … Continue reading Factbox of workflow history on purchase order in D365FO

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Get/Read Selected Record Information From Main View Or A Sub-Grid using Ribbon Workbench In D365 CRM

There is a common application of getting selected records information while working with custom buttons using Ribbon Workbench. Use Case: We had a requirement, where we needed the information of the all selected records from the Main View and Sub-Grid of an entity. We can achieve in Ribbon Workbench. Steps: 1. The button on which … Continue reading Get/Read Selected Record Information From Main View Or A Sub-Grid using Ribbon Workbench In D365 CRM

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Message API – Message::AddAction() in D365FO Version 10.0.10 PU34 | New Feature

Introduction: From the version 10.0.10 Platform update 34, Microsoft has added a new feature Message::AddAction() which is shown in the message bar.  Details: Message API associated with display or action menu items, which is visualized as a hyperlink/link button.  It is linked with a single record at a time, called single action. In below taken example, we will … Continue reading Message API – Message::AddAction() in D365FO Version 10.0.10 PU34 | New Feature

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