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Category Archives: Blog

How to add Insights based News on CRM Dashboards

Introduction In the blog we are going to see how to add Insights based News related to Companies/People on the Dashboards in Dynamics CRM Pre Requisites Insight, powered by InsideView Dynamics 365 Customer Engagement Implementation Step 1: First we go the dashboard we want to customize and we add a web resource with the following … Continue reading How to add Insights based News on CRM Dashboards

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3 Biggest all-time ERP Myths

Introduction: In my personal experience over the years, whenever I dealt with business owners, directors, and CTOs in the technology conferences and events, I come across many of them who always hold some misbeliefs about the Enterprise Resource Planning or ERP system. This persuaded me to pick and share some experiences and demystify topmost 3 … Continue reading 3 Biggest all-time ERP Myths

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Create a Customer, Vendor, or Bank Account from a Contact

Introduction: Companies want to record some of contacts as customers, vendors, or bank accounts. Creating a customer, vendor, or bank account from a contact enables you use existing data. When you create a customer, vendor, or bank account this way, it is synchronized with the contact. Prerequisite: Setup Business relations Select Business relation codes in … Continue reading Create a Customer, Vendor, or Bank Account from a Contact

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Creating an Email activity in MS CRM through WebApi

Posted On January 16, 2019 by Admin Posted in

Introduction: This blog explains how to Create an Email activity in MS CRM through WebApi Request: Post URL:  <your instance url>/api/data/v9.1/emails Header: Content-Type: application/json Prefer: return=representation Body: 1. Creating Email with resolved emails (To field of email is record in MS CRM). { “description” : “Email Created”, ///Email Body “[email protected]” : “/accounts(69C38067-EDB7-E811-A961-000D3A363C81)”, “subject” : “Test Email … Continue reading Creating an Email activity in MS CRM through WebApi

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Time entry using model driven PowerApps

Introduction: Managers and employees need a good time entry application to record worked hours for billing, payroll, or operations. That information is used to automate payroll, invoice clients, and keep a business operating efficiently. While there are many good off the shelf time entry applications, the pre-built time entry capabilities of the model-driven approach in … Continue reading Time entry using model driven PowerApps

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Formatting Address Data separated by delimiter in the single field

Introduction: Whenever the a single field in NAV contains Name, Address and other values seperated by delimiter such as ‘,’. But this field cannot formated in SSRS to look appropriate as follows. For Example in NAV: John Peter, Long Island, New York,US. Formatting in SSRS: John Peter, Long Island, New York, US. Pre-requisites: Microsoft Dynamics … Continue reading Formatting Address Data separated by delimiter in the single field

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Ability to send to Unresolved Email Address in D365 Email

Most new users get stuck with issues saying ‘Email address of the recipient was not resolved’. Like in case you want to send out an email from D365 but you don’t have the same saved in the system as a Contact/Lead or any other record. And it resulted in this the big red cross like … Continue reading Ability to send to Unresolved Email Address in D365 Email

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Delete those records which were imported by mistake

Introduction: One of the most common blunders often made in Data Import are importing whole lot of records without finalizing. And when you import, you realize you needed to add something more to the Import or some things were pending in the Excel file and you ended up uploading them all! Delete Imported Records: Assuming … Continue reading Delete those records which were imported by mistake

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Migrating Activities Of Type ‘Case Resolution’ Between Two Microsoft Dynamics CRM Environments

Introduction: While migrating Cases, the migration of activities of type ‘Case Resolution’ is necessary. However, the complexity in migrating this increases due to the fact that when the status of a case is updated, a blank case resolution activity is created automatically by the system. This system-generated case resolution needs to be deleted as this … Continue reading Migrating Activities Of Type ‘Case Resolution’ Between Two Microsoft Dynamics CRM Environments

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Item Attributes in D365 Business Central

Item Attributes are user-defined classifications that can be assigned to your items for ease of searching, filtering, and reporting. For example, a Marketing team could use attributes to help with classifying their items to aid in the grouping, sorting, and filtering for a catalog or website. The Sales team could use these same Attributes to … Continue reading Item Attributes in D365 Business Central

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