Blog Archives - Page 60 of 125 - - Page 60

Category Archives: Blog

Delegated Resource error for making time entries in D365 PSA 2.x version

Have you been added as a Delegate for a fellow colleague but not able to Read, Create or Submit Time Entries on their behalf? Let us see what you are missing. Scenario: William Contoso wants to make Veronica Quek as his Delegate and let her enter time on his behalf. Let’s say William added Resource … Continue reading Delegated Resource error for making time entries in D365 PSA 2.x version

Share Story :

Create Item Requirement from Item Forecast using X++ in D365 Operations

Introduction: In this blog article, we will see how we can create Item Requirement on insertion of Item Forecast using code. Steps: Create Extension Class for ForecastSales Table that is Item Forecast and using CoC for post insert() method we will initialize Item Requirement. We will call a new class which is created in Step … Continue reading Create Item Requirement from Item Forecast using X++ in D365 Operations

Share Story :

How to initiate screen sharing in MS Teams without calling?

Introduction: Microsoft Teams is a cloud-based platform which includes business messaging, calling, video meetings and file sharing. A lot of people have been demanding for a feature on MS Teams user voice forum, which is to initiate screen sharing through Microsoft Teams without calling. So guys, it is finally here. Process: Now share your entire … Continue reading How to initiate screen sharing in MS Teams without calling?

Share Story :

Post Ledger Journal using X++ in D365 Operations

Introduction: In this blog article, we will see how we can post the journal by using code. How to do? Create a new method and write below code. In this code you declare object of Class ‘LedgerJournalCheckPost’. This class will use journal buffer and post it. public void postJournal(LedgerJournalTable ledgerJournalTable) { LedgerJournalCheckPost jourPost; jourPost = … Continue reading Post Ledger Journal using X++ in D365 Operations

Share Story :

Expand & Collapse Matrix Row Headers in Power BI

Posted On November 14, 2018 by Admin Posted in

There are two ways you can expand/collapse row headers in matrix visualization. First one is through the Right-click menu. You will see options to expand/Collapse the specific record or row you clicked on, entire level or all down to the very last level of the hierarchy. In exactly same way you can collapse row headers … Continue reading Expand & Collapse Matrix Row Headers in Power BI

Share Story :

Send Custom Emails using SendGrids API

Introduction: In this blog we will demonstrate how to send custom emails using SendGrids API. Scenario: If we want to send custom emails to customers stored in Dynamics 365 with different email body for every customer based on their data stored in CRM, it is not possible to do so by using the normal Email … Continue reading Send Custom Emails using SendGrids API

Share Story :

How to search for a Content in Office 365?

Introduction: You can use the Content Search eDiscovery tool in the Office 365 Security & Compliance Center to search for items such as email, documents, and instant messaging conversations in your Office 365 organization. You can search for – Exchange Online Mailboxes SharePoint Online and OneDrive for Business sites Microsoft Teams Office 365 Groups Create … Continue reading How to search for a Content in Office 365?

Share Story :

Keep access to Assigned records in D365

Introduction: At times, you are asked to assign certain CRM records to other users and you just have to do it as a part of the process. But let’s face it, you still wonder what might have happened to the record after you assigned it to them but your security roles won’t let you access … Continue reading Keep access to Assigned records in D365

Share Story :

Using MS Flow and D365 App For Outlook To Track Proposals and Win Opportunities Without Leaving Outlook

For every sales person, getting a signed contract from the client is a euphoric moment. You finally closed the deal, and everything seems right. But the process after winning the deal is cumbersome for many of us. This article documents how we made this process a lot less painful through MS Flow and the D365 … Continue reading Using MS Flow and D365 App For Outlook To Track Proposals and Win Opportunities Without Leaving Outlook

Share Story :

To create a Customer Record from Microsoft PowerApps to Microsoft Dynamics 365 Business Central and vice-versa.

Introduction: This blog explains how to create an application in  Canvas PowerApps that can integrate the data from the App to Business Central and vice-versa.  I have created an app that on creation of a Customer record will create the record in Business Central and the same in opposite direction. Pre-requisites: Microsoft PowerApps Microsoft Dynamics … Continue reading To create a Customer Record from Microsoft PowerApps to Microsoft Dynamics 365 Business Central and vice-versa.

Share Story :