In this blog, we will see how we can show activities on Notes in D365 CRM.  Step 1 – Click on Entity and check marked Activities. Save and publish the Entity. Step 2 – Open Main form where you have added timeline, Double click on timeline notes and mark filter by as Show all. Save … Continue reading Quick Tip – Enable/Show Activities on Notes in D365 CRM →

Introduction: Business Central provides us with Change Log which helps us in keeping track of the changes made to a particular field in a particular table. References: Auditing changes – Business Central | Microsoft Docs Configuration: Search for Change Log in Business Central.  Select the tables you want to enable the change log for.  You … Continue reading Enabling Change Log in Business Central →

Hello, everyone! We know that Recommendations are created using Business Rules, but that only works on Model Driven Apps. As a result, we’ll develop Custom Recommendations that are flexible and customizable to our needs and enhance our App. This is how the Custom Recommendation looks, Let’s start with a simple use case, I want to … Continue reading Create Custom Recommendation on Form within Canvas Power Apps →

Introduction: A “shared shift” configuration lets retailers have a single shift across multiple registers, cash drawers, and users. A shared shift has a single starting amount and a single closing amount that are summarized across all cash drawers. In this scenario, a separate cash drawer isn’t reserved for each register. Instead, all registers can share … Continue reading Use of shared shift in a store with two or more terminals in D365 for Retail →

Introduction: In this blog, we’ll be looking at how to reduce manual work in creating Sales Line in Business Central. For this, we’ll be using the Out of the Box feature of “Recurring Sales Lines” References: Standard Recurring Sales and Purchase Lines – Business Central | Microsoft Docs Configuration: Search for Recurring Sales Lines in … Continue reading Recurring Sales in Business Central →

Introduction:  Leadfeeder provides details of companies visiting your website, you can integrate the same to D365 CRM. STEP 1: Login to LeadFeeder; On the right corner click on your Account and then on Settings. You will see the below screen, click on Account to see all possible integrations. Click on Dynamics 365 STEP 2: Follow … Continue reading Integrate LeadFeeder with Dynamics 365 CRM →

Introduction: Based on certain values dynamically show and hide the fields in the request page of the report. Ideally, we cannot directly use visible property to fields. we can do this by enabling the visibility of fields using groups. Steps to achieve the goal: Create a groups and add the fields which you want to … Continue reading How to dynamically show and hide the fields in the Request page of Business Central? →

Introduction: Contact email functionality is used in order to send emails to customers, vendors, and their contacts. Steps to achieve the goal: Go to Customers / Vendor and its Contact page there is action called as Contact By Email Then click on Contact  by Email action. You will be able to get the email based … Continue reading How to use Contact email and Sent email functionality on Vendor, Customer, and its Contacts? →

Let us consider we have array [1,2,3] and want to read each value in Power automate. Let see how we can read array in Power Automate Step 1- Create array (here you can use your array) Here I have array [1,2,3] and now I want read each value of array in loop Step 2 – Add … Continue reading Read items from Array in Power Automate →

Introduction: When an appointment is closed in D365 CRM, the appointment is not editable. There can be a requirment when Users wish to edit the closed appointment and add some missing data. This can be achieved by adding a new button on the Appointment form. Solution: Add a new button and use below JavaScript. var … Continue reading Reopen Closed Appointment Using JavaScript in D365 CRM →