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Customer Success: Momentum India

Dynamics 365 PSA, Microsoft 365 & Exchange Online Implementation

Momentum India worked with CloudFronts to deploy Dynamics 365 PSA & Microsoft 365 for increasing operational efficiency and productivity.

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Category Archives: Blog

Error in ‘Amount in Words’ during Check Report Customization in Business Central? Here’s what you can do!

Introduction: In Business Central, the existing reports cannot be modified. Thus, for modifications in the report, the existing report is to converted to text using Text-To-Al and then modifications are to performed. But in case of Check Report(10401) it doesn’t work giving error ‘Index out of bounds!’. Pre-requisite: Microsoft Dynamics Business Central (Online) Solution: When … Continue reading Error in ‘Amount in Words’ during Check Report Customization in Business Central? Here’s what you can do!

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Use of Vendor and Customer Workflow in Dynamics NAV

Introduction: We all have noticed Send Approval Request button on Vendor and Customer pages. You can select Customer workflow from the workflow template Sales and Marketing. Vendor  can be configured similar to customer workflow. These standard workflows can be enabled from the workflow page….but what’s the use of it? why do we need it? This … Continue reading Use of Vendor and Customer Workflow in Dynamics NAV

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Configuration of Shared shift in Dynamics 365 for Finance and Operations(Retail)

Posted On October 1, 2018 by Naithika Shetty Posted in Tagged in , ,

Introduction: A “shared shift” configuration lets retailers have a single shift across multiple registers, cash drawers, and users. A shared shift has a single starting amount and a single closing amount that are summarized across all cash drawers. Shared shifts are most typical when mobile devices are used. In this scenario, a separate cash drawer … Continue reading Configuration of Shared shift in Dynamics 365 for Finance and Operations(Retail)

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Services accessed from Untrusted location? Enforce MFA!

Introduction: With Azure AD Conditional Access, you can control how authorized users’ can access your cloud applications. In this article, we will see how to create conditional access to enforce MFA, if the user is accessing services from the untrusted location (outside of the company’s network). Multi-factor authentication (MFA) is a method of authentication that … Continue reading Services accessed from Untrusted location? Enforce MFA!

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Error while exporting SSRS Reports to Excel

Posted On September 28, 2018 by Admin Posted in

Introduction: Recently, we encountered an issue while exporting the SSRS Reports to Excel. In CRM, the SSRS Report was displaying the data correctly but for few filter criteria, we were not able to export the Reports to Excel.  On troubleshooting in SQL Data Tools, we found that it was throwing the below error. Error Details: … Continue reading Error while exporting SSRS Reports to Excel

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Features of Business Central October Release

Introduction: In this blog I’ll be demonstrating few features of Business Central October Release[RC3]. Pre-requisite: Microsoft Dynamics 365 Business Central October Release[RC3]. Demonstration: 1.Refreshed User Experience Improved Card Page Layout. Improved List Page Categorized Actions. Changed position of New,Edit, Delete as well as Previous andNext buttons. 2. Improved Productivity Advanced filtering with multiple column filtering: Limit … Continue reading Features of Business Central October Release

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Enable Run Report button on Project Entity in D365 PSA

Introduction: This blog details steps for Run Report button on Project Entity in D365 PSA. Pre-requisites: 1. Ribbon Customizations solution installed in environment. Steps: Below are steps to configure Company Insights on custom form “FSA Account” for Account Entity 1. Create a new solution for Ribbon Customizations. Add project entity in the solution. 2. Add Another … Continue reading Enable Run Report button on Project Entity in D365 PSA

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Hide UCI in Dynamics 365

Introduction: Dynamics 365 has two different type of form one is classic and other one is UCI. Now sometimes we want certain field to be visible on UCI and some on classic form. Description: We had a requirement where we wanted to show certain field on UCI, but it should be hidden on classic form. … Continue reading Hide UCI in Dynamics 365

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Item cross reference Dynamics 365 Business Central

Introduction: Item Cross reference is useful to quickly identify the items that were ordered by a customer or that you are purchasing from a vendor on the basis of item numbers other than your company. You can use Item Cross reference on Purchase Order, Sales Order, Purchase Quote and Sales Quote Steps: Following are steps to … Continue reading Item cross reference Dynamics 365 Business Central

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