Introduction: This blog explains how to Create Approval Flow using Microsoft Flows.  Use Case: When work order is updated. (Trigger) Check condition:  system status: – open-completed and approved: -NO If condition satisfied: – Check Total amount: – If amount is greater than 1000       approval mail will be sent to approver.       … Continue reading Create Approval Flow with D365 conection →

Overview: Out-of-the-box, it is not possible to Book a task a on the Schedule Board, instead what you get at the easiest disposal is to allocate partitions of the Project to the resources and not the items from the WBS! Well, as a workaround, I’ve enabled the Project Task entity for Resource Scheduling using the … Continue reading Scheduling Project Tasks in Dynamics 365 PSA →

Scenario: On Customer Master page, an action button is created called Email customer, on click of the action button, an email has to be sent to the respective customer with attachment of the invoices in a .pdf format. Here, the report is saves as .pdf file. This report has a request page where Start Date … Continue reading How to Send Mail with attachment using Streams for reports with request page in Dynamics NAV →

Introduction: In this article, we will walk through steps on how to authenticate Business Central API using AAD Authentication in Postman Pre-Requisite: Business Central account Admin Access in Azure Portal Business Central API AAD authentication in Postman: In Postman, make a GET request to Business Central base API URL. Base URL: https://api.businesscentral.dynamics.com/v1.0/api/beta For using successful … Continue reading Explore Business Central API through Postman using AAD Authentication →

Introduction: Voice of the Customer features creating and sending out surveys to gain valuable feedback from your customers about your products or services. Respondents can take your surveys on a phone, tablet, or computer. You can see your customer’s feedback history as you work a sale or resolve a service case. In this blog we … Continue reading Voice of the Customer – Resolved Issues →

Dynamic 365 development services has a team of experts, D365 architects and developers who works closely in every step in the business while closely understanding the requirements and designing the right solution for the business according to the needs as far as development is concerned the development team has a set of experts and developers … Continue reading Download Doucument Templates using Console App →

Introduction: In D365 Finance and Operations, there are various modules and each contains many forms. Users working in Operations uses forms from different modules and sometimes it becomes difficult to navigate or remember the path of all forms. It is also time consuming. A good solution for this is creating a Personalized Workspace and adding … Continue reading User based Personalized Workspace from UI in D365 Operations →

Successful and on time delivery of the project is the heart of the business for any professional services organization. Where services based projects are delivered. In order to ensure successful project delivery efficient tools and industries based practises needs to be implemented which is possible through Microsoft Dynamics 365 Project Service Automation. Project service automation … Continue reading Booking resource on a Project Task or a Service Ticket in PSA →

Introduction: I often face difficulties while trying to import project lines from WBS while using PSA (Project Service Automation). After lot of trouble shooting I try to doubt my configuration and see if they are good. What to do? To my surprise they all appear to be good. Following two things needs to be ensured … Continue reading PSA – Import project lines from WBS Pre-Requisites →

Once you open the SSRS Mobile Report Publisher, you’ll see a blank layout grid and available visualization types as navigators, gauges, charts, maps, and data grids: To start designing your report, simply drag-and-drop the visualizations onto the layout grid: By default, you’re designing the “Master” layout, but you can also design layouts for Tablet and … Continue reading Designing SSRS mobile reports using SQL Server Mobile Report Publisher →