Category Archives: Blog
User Reference Panel in D365
Introduction: With update of Microsoft dynamics new exiting features has been introduced in Dynamics 365 sales one them is Reference Panel. Description: While putting the Quick create or any subgrid in a section extra space gets added which looks weird. Most of us has feel the same situation. But with the introduction of “Reference Panel” … Continue reading User Reference Panel in D365
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Power BI Platform
Introduction: Microsoft has introduced a new platform to access the different app and analytics. You can access your different environment. 1. Power BI 2. Power apps 3. Flow Currently you might have opened few cases using this platform but there are lot more than that we can do. This is in preview mode can be … Continue reading Power BI Platform
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Create Notes Attachment using WebAPI
Introduction: After the introduction of web API in CRM, user can execute all the requests which is possible through C# or JavaScript. In this blog I will explain how to attach a document to record using the postman. Description: Notes attachments has been tested with a custom entity and tested on Postman. To work this, … Continue reading Create Notes Attachment using WebAPI
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Share SharePoint document programmatically
Introduction: Sometimes it is required to share the certain documents with outside users. It is possible that user can share that document as hard copy. If that document is hosted on SharePoint user can make a shareable link. Description: Sharing a document to the outside users are possible via directly going to SharePoint and creating … Continue reading Share SharePoint document programmatically
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Sending Email from Admin on behalf of sender in Business Central using MS Flows
Introduction: In Business Central, to send an Email the sender Email is always the user in SMTP Setup. But, what happens when you are sending email from <[email protected]> but should be going department wise ie. <[email protected]> and <[email protected]>. Thus in this blog I’ll be showing how to send email from the department email using the … Continue reading Sending Email from Admin on behalf of sender in Business Central using MS Flows
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Power BI Custom Visual Sorting
Sorting can be used for defining an order direction for your Custom Visual. There are 3 different ways using which you or a user using your visual can sort your visual. They are as follows: Default Sorting: This is the easiest sorting option and gives users the ability to sort the visual by any field … Continue reading Power BI Custom Visual Sorting
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Outlook appointment/Meetings to be allocated on Schedule board in PSA using MS Flow
Business Use Case: Often there are team members who share the need of getting allocated on schedule board in PSA directly as soon as they book an appointment or have a meeting invite. One of the reasons for the same is for the team or anyone concerned about allocation to understand that the said team … Continue reading Outlook appointment/Meetings to be allocated on Schedule board in PSA using MS Flow
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How you can write Customization just specifically to create a profile
Introduction: Have you ever wondered how you can customize Business just for a specific profile and how tedious it can be for each and every profile? Well the answer is here and its simple than you expect. In this blog I’m going to how you can write Customization just specifically for the profile. Pre-requisites: 1. … Continue reading How you can write Customization just specifically to create a profile
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Adding Notifications in Microsoft Dynamics 365 Business Central
Introduction: Notifications provide a programmatic way to send non-intrusive information to the user interface (UI) in the Microsoft Dynamics 365 Business Central. Their purpose is to provide users with some information about a current situation without any necessity to perform or block an action. Pre-requisites: 1. Microsoft Dynamics 365 Business Central Steps: 1. Create a … Continue reading Adding Notifications in Microsoft Dynamics 365 Business Central
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Shortcut to Settings from Unified Interface: D365
If you’re spending time looking and wondering that you always need to go to the app switcher to go the Settings from the Unified Interface, you need to do the following – Once you are in the Unified Interface, click on the Gear icon next to the help icon on top-right corner as shown below … Continue reading Shortcut to Settings from Unified Interface: D365