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Category Archives: Blog

To make the Business Central WebClient Accessible Externally

Introduction: In this blog , I will demonstrate the use of SSL certificates to help secure connections over a wide area network (WAN),  connection from the Business Central Web Server to the Business Central Server.  Business Central can support the following configurations: Chain trust, which specifies that each certificate must belong to a hierarchy of certificates … Continue reading To make the Business Central WebClient Accessible Externally

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Resolve “The Team member position has already been filled” error

Introduction: You might receive alert “The Team member position has already been filled” while submitting a request for an actual resource. Description: I was working on a project and we use PSA solution for resource management. Some Team Members was already added in project with “Generic Resource” and we wanted to replace resource with actual … Continue reading Resolve “The Team member position has already been filled” error

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Filter Error In Excel While Exporting SSRS Report From D365 CRM To Excel

Posted On October 10, 2018 by Simran Monteiro Posted in Tagged in , , ,

Introduction: Once a User exports a report to Microsoft Excel from a Microsoft Dynamics CRM environment, they may want to further filter the report in Microsoft Excel. Issue: An issue I came across recently was that the report, when exported to Excel, would not allow me to filter in Excel for the first few columns, … Continue reading Filter Error In Excel While Exporting SSRS Report From D365 CRM To Excel

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D365 Unified Interface: Enabling embedded legacy dialogs

Introduction: Quite simply put, some of the embedded dialogs like the Advanced Find, Merge Records, Assign & Edit record windows which are not by default visible on the Unified Client Like when you multi-select records, you can’t see the typical Merge, Edit buttons on the ribbon. Here’s how you enable them. System Settings: In your … Continue reading D365 Unified Interface: Enabling embedded legacy dialogs

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Activate Order button is not working on Order Entity in UCI

Posted On October 10, 2018 by Admin Posted in

Introduction: This blog explains an alternative approach to Activate an Order in UCI. Scenario: We are using Prospect to Cash solution to integrate Sales Order from Sales to Operations (CRM To Operations). In UCI Activate Order button is not working which is used for Order Integration. In this blog we will see an alternative approach to … Continue reading Activate Order button is not working on Order Entity in UCI

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Run Report in UCI Form for Web Browser

Introduction: This blog details steps for Run Report button in UCI Form via Web Browser in D365 Sales. Scenario: Client requires Run Report button in UCI Form for Order Entity in D365 Sales Steps: Below are steps to be performed for enabling Report button on Order Entity Create WebResource with below javascript function. Create a … Continue reading Run Report in UCI Form for Web Browser

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Featured Dashboard in Power BI

Posted On October 10, 2018 by Admin Posted in

Introduction: In this article, we will learn how to set a default dashboard when you login to Power BI Service. Default Dashboard is termed as ‘Featured Dashboard’ in Power BI. Steps for configuring featured dashboard: Login to Power BI Service Open the Dashboard you need to display when you open Power BI Service. Click ‘Set … Continue reading Featured Dashboard in Power BI

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Identify who imported the solution – Dynamics 365 CRM

Introduction: Sometime there is a need to know when and who imported the solution in to CRM. This will be done by XrmToolBox plugin called “Solution History”. Purpose of Solution History: The purpose of the tool is to view a historical list of solutions that have been imported. This provides sort of audit functionality for … Continue reading Identify who imported the solution – Dynamics 365 CRM

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[SOLVED] “Corrupted report PDF generated using JavaScript” in Dynamics 365 V9.0

Posted On October 9, 2018 by Clinton D'Mello Posted in Tagged in

Introduction We had developed a functionality for Dynamics CRM v8.2 on Quote Entity by adding a custom button and on clicking a button we run a report, capture its contents using JavaScript, convert it to a PDF and attach the PDF to an Email Record. Below shown is the code snippet quoteInvoice = { runReportToPrint: … Continue reading [SOLVED] “Corrupted report PDF generated using JavaScript” in Dynamics 365 V9.0

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TSD Success

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