Category Archives: Blog
Integration of Teams with Dynamics 365 for Custom Entities using Postman
In this blog we will see how to integrate teams with Dynamics 365 for custom entities using Postman. Solution Step 1- Go to portal.azure.com and select Azure Active Directory. Step 2- On App Registration, click on new registration Step 3-Register an application and follow the steps: Name, Select Multitenant, Enter the required url. Then, click on register. … Continue reading Integration of Teams with Dynamics 365 for Custom Entities using Postman
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Issue in receiving purchase order in D365 finance and operations
In this blog, I am going to showcase how to resolve the issue in purchase orders at the time of receiving. Once the purchase order is confirmed and try to receive it, you may run into the below error. This issue is happing because purchase order lines are not updated properly. When you are received … Continue reading Issue in receiving purchase order in D365 finance and operations
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Issue in Payment Method in D365 Commerce (Retail) POS
In this blog, I am going to showcase how to resolve the issue in Payment Method on Retail POS. When a customer will come to the shop and want to buy an items with a different payment methods like check, currency then getting the above error on the POS. This error occurred because, in the … Continue reading Issue in Payment Method in D365 Commerce (Retail) POS
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Integrating Microsoft Teams with Dynamics 365
In this blog we will see how to integrate Microsoft Teams with Dynamics 365 Solution Step 1- To enable Microsoft Teams in D365, Go to Settings –> Administration –> System Settings –> General Tab and flip the below highlighted options to Yes. Step 2- Once done, we’ll be able to see Collaborate button on the ribbon Step 3- Open a record and click on Collaborate Step 4- … Continue reading Integrating Microsoft Teams with Dynamics 365
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Using OdataKeyFields for fetching records in Business Central Web Services
Introduction: Business Central provides us with Web Services which we can use for CRUD operations on specific tables. However it also provides us with different methods of accessing specific records for CRUD operations. Pre-requisites: Business Central On-Premise or OnCloud. References: https://docs.microsoft.com/en-us/dynamics365/business-central/dev-itpro/developer/properties/devenv-odatakeyfields-property Usage: In Business Central, if we do not specify the ODataKeyFields as a property … Continue reading Using OdataKeyFields for fetching records in Business Central Web Services
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Dynamically storing MS Forms Drop down field values into D365 CRM Option Set using Power Automate Flow
MS Forms offers a functionality to create a dropdown field which is similar to an option set fields in D365 CRM, But when it comes to mapping or storing values between these two field things become a bit tricky. However there are a few workaround using power automate capabilities. In this blog let’s see how … Continue reading Dynamically storing MS Forms Drop down field values into D365 CRM Option Set using Power Automate Flow
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Export Power BI data to CSV via Power Automate visual and upload to SharePoint
After PowerAutomate was added in PowerBI as a preview feature, it is finally available for general use. In this blog we are going to use this PowerAutomate visual to export PowerBI data into CSV and upload the CSV on Sharepoint. Open PowerBI Desktop and drag the PowerAutomate Visual, if it isn’t available in the visualization … Continue reading Export Power BI data to CSV via Power Automate visual and upload to SharePoint
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Import Bulk Data using Excel Template in Microsoft Dynamics 365 CRM
To keep track of all your customer data in one place, you may want to import contacts, leads, or other record types into Dynamics 365 Customer Engagement (on-premises) from other sources, such as from an email program, a spreadsheet, or your phone. In this blog we will be looking on how to import bulk data … Continue reading Import Bulk Data using Excel Template in Microsoft Dynamics 365 CRM
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Add rows to Power BI dataset for date range
Hi in this blog we will see how we can add rows to power bi dataset for a given date range. For example if you have a dataset which has start and end date and you want rows for each date between this range then this blog will help you. Step 1: Open Power BI … Continue reading Add rows to Power BI dataset for date range
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Adding Edit in Excel for List Parts or Custom Pages
Introduction: Business Central provides us an easy method of modifying our data from within Excel using Web Services commonly found in the Edit in Excel action. This can be seen in the commonly used List Pages for example Payment Terms. However this functionality can be missing for certain pages or you might want to have … Continue reading Adding Edit in Excel for List Parts or Custom Pages