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 →

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 →

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 →

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 →

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 →

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 →

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 →

 Introduction:  How to export projects layerwise (usr, cus, var, etc.) in Microsoft Dynamics AX 2012?  Details:  Here, we will see how we can export the projects from AX 2012. Now It’s very easy to do so.  We need to create a class or job in the respective environment and just need to do run.  static … Continue reading How to export projects layerwise in Microsoft Dynamics AX 2012 →

Introduction:  In this blog, we will see how we can import, export and uninstall the model from Microsoft Dynamics AX 2012  Details:  Prerequisite for import, export and uninstall the model from the environment, run the command prompt as in administrator mode. Form Importing the model script:  Install-AXModel -File “Path_Of_the_Model_File” -server ServerName -database DatabaseName_Model –Details Exmaple: … Continue reading Import, Export and Uninstall the model from Microsoft Dynamics AX 2012 →

Introduction:  In this blog, we will see what includes in Kernel Hotfix and Application Hotfix in Microsoft Dynamics AX 2012.  Details:  1. Kernel Hotfix:  ·    This hotfix updates Microsoft dlls. E.g. update are the executable files (ax32.exe, ax32serv.exe) and assemblies (Microsoft.Dynamics.AX.*.dll) ·    There are no code-level changes. ·    This hotfix required to install … Continue reading What is Kernel Hotfix and Application Hotfix in Microsoft Dynamics AX 2012? →