Category Archives: Blog
Configuring Department-Wise URL in D365 CE
Customer Service is one of the essential segments of any business if they want to become successful. Every single thing about it does matter. Dynamics 365 for customer service is one of the tools that a business can use to improve brand loyalty and also to improvise the value that the companies offer to their … Continue reading Configuring Department-Wise URL in D365 CE
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Prevent Contact Creation in D365 on Tracking Emails from New recipients
Typically, when you track Email/Appoint records from Outlook, unknown senders are created as Contacts in Dynamics 365? A new Email from unknown recipient. And if you track this Email using D365 App For Outlook, a new Contact is created in D365 without you being notified about it. And the Email from the Saved Contact in … Continue reading Prevent Contact Creation in D365 on Tracking Emails from New recipients
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Unable to verify custom domain in Office 365?
Domain verification in Office 365 is a very simple task, you just need to add a custom domain, add the TXT or MX record by provided by your tenant with your domain registrar and then verify it. However, sometime you might face issues verifying a domain and end up getting an error like “We have … Continue reading Unable to verify custom domain in Office 365?
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How to Undo a Quantity Posting on a Posted Purchase Receipt in Microsoft Dynamics 365 Business Central
Introduction: In this blog, I will demonstrate how to undo a Quantity Posting on a Posted Purchase Receipt in Microsoft Dynamics NAV / Business Central. This functionality is useful if the user receives the wrong quantity or selected the wrong item for the Purchase order. Pre-requisites: Microsoft Dynamics NAV Microsoft Dynamics Business Central Demonstration: NOTE: … Continue reading How to Undo a Quantity Posting on a Posted Purchase Receipt in Microsoft Dynamics 365 Business Central
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Setting Output Parameter Value Using the Action
Dynamics 365 for customer service assists businesses to provide efficient and excellent customer service to improve customer service in a team. When it comes to business, every interaction that you get from your customer does matter a lot. Maximizing brand loyalty is only possible when customers get their problems or issues resolved quickly. Companies need to … Continue reading Setting Output Parameter Value Using the Action
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Integrate Dynamics 365 for Customer Engagement Apps with Microsoft Teams
Before getting into details, firstly I would like to talk about Microsoft Teams. If you’re familiar with MS Teams, you know that it is chat and collaboration platform – a place to manage all your conversations, files and important tools in one team workspace. You can access SharePoint, Power Bi and now Dynamics 365 for … Continue reading Integrate Dynamics 365 for Customer Engagement Apps with Microsoft Teams
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Applying Default / Mandatory Dimension in NAV / Business Central
Introduction: In this blog, I aim to provide how to set Mandatory Dimensions on Items, Customers, Vendors, and G/L Accounts and how to optimize this process using Configuration package. Pre-requisites: Microsoft Dynamics NAV. Microsoft Dynamics Business Central. Understanding of Dimensions in NAV / BC Theory: Automatic Dimensions can be added for the G/L Accounts, Customers, … Continue reading Applying Default / Mandatory Dimension in NAV / Business Central
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Multiple Production Tenant in Dynamics 365 Business Central
Problem Statement: I have a requirement where the contents of the General Journals are to export to Excel and also can create new entries by importing the same Excel file as well. A major troublemaker is the dimensions as only Dimensions 1&2 ate stored in tables and can be validated easily but 3-8 are set … Continue reading Multiple Production Tenant in Dynamics 365 Business Central
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Using “startswith” Filter Query in MS Flow
Introduction This blog explains how to use “startswith” filter query in MS Flow. Use Case Using MS Flows to retrieve the bunch of students who’s mobile numbers begin with +91 and send them a text (using Twilio connector) regarding the Top Indian Universities. The “starts with” filter query in MS Flows allows to easily achieve … Continue reading Using “startswith” Filter Query in MS Flow
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Print pro-forma invoice in Dynamics 365 Finance and Operations
Creating a pro forma invoice on dynamics 365 for finance and operations is a pretty straightforward task. A pro forma invoice is a crucial financial document that people use in businesses. In a nutshell, a pro forma invoice is more or less like an estimate that companies share with their client before sending them the … Continue reading Print pro-forma invoice in Dynamics 365 Finance and Operations