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Category Archives: Blog

Get Geolocation details using Xrm.Device for mobile devices

Posted On September 10, 2018 by Clinton D'Mello Posted in Tagged in

Introduction: In this blog we will use the  Xrm.Device Client API reference to get the location details as it provides methods to use native device capabilities of mobile devices. Implementation: Step 1 : First we have written a JavaScript code to get the Geolocation details and for this demonstration purpose we trigger this code to … Continue reading Get Geolocation details using Xrm.Device for mobile devices

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Create Leads when Email is received to the Queue

Posted On September 10, 2018 by Admin Posted in

Introduction: This blog explains how to Create Leads when Email is received to the Queue. Creating Queue in MS CRM: Settings -> Service Management -> Queues Click on “+NEW” Enter Name and Incoming Email for the Queue. Save record. After Saving the record Mailbox will be created for the Queue. Configuring the Mailbox Open the Mailbox … Continue reading Create Leads when Email is received to the Queue

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Understanding the Permission level in SharePoint Online

Introduction: After creating SharePoint site, you may want to provide or restrict access to the site or site contents. Permission levels are the actions, a user can define as Create Subsite, Delete Subsite, View Versions, and many more. To make it easier Microsoft has provided a set of default levels: Full Control – Has full control. … Continue reading Understanding the Permission level in SharePoint Online

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Power BI – Row Level Security

Posted On September 10, 2018 by Admin Posted in

Microsoft Power Bi enables you to find and visualize data, share your findings and collaborate in the modern ways in the form of reports and dashboards. In short, it is a collection of online services and features to enhance your business. Power bi support allows you to migrate huge data from various sites into power … Continue reading Power BI – Row Level Security

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Show Company Insights V 4.2 for Custom Form in D365 Customer Engagement

Introduction: This blog details steps for displaying Company Insights V 4.2 for Custom Form in D365 Customer Engagement. Pre-requisites: 1. Company Insights solution installed with version 4.2 2. Custom Form for Entity Steps: Below are steps to configure Company Insights on custom form “FSA Account” for Account Entity 1. Open custom form “FSA Account” 2. Insert … Continue reading Show Company Insights V 4.2 for Custom Form in D365 Customer Engagement

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Power BI September 2018 Update: Drillthrough To Another Report Page

The September update of Power BI features an important functionality: the option to drillthough to another page in that report. For example, if a user wants to see detailed data of a product ‘Product 2’, then they can right-click on Product 2 in the main report, select ‘Drillthrough’ and the relevant sub-report to have it … Continue reading Power BI September 2018 Update: Drillthrough To Another Report Page

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How to create Cue tiles for Role center in Dynamics NAV 2017

Introduction: Cues are designed to give users with a quick status of their daily activities, which acts as a prompt them to take action. A Cue is a tile on a page in the Dynamics NAV client that provides a visual representation of business data. This blog explains how to create cue tiles to get … Continue reading How to create Cue tiles for Role center in Dynamics NAV 2017

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Upload data in D365 Business Central using Microsoft Excel

Dynamic 365 business central is all in one business management solution that is developed and designed in  a way that reduces your business cost and improves your business as compared to your peers. Due to its easy adaptability dynamics 365 business central development has become a favourite of thousands of companies across various industries in … Continue reading Upload data in D365 Business Central using Microsoft Excel

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Installation Process for Microsoft Dynamics 365 Business Central (Business Central On-Premise Partner Preview 02).

With more than 1 lakh 60 thousand customers worldwide, dynamics 365 business central development has surely established itself in the market quite well. It is one of the most widely used ERP systems in the world market currently and specifically targets small and mid-sized businesses which are sold across 195 countries. Recently, Microsoft has migrated … Continue reading Installation Process for Microsoft Dynamics 365 Business Central (Business Central On-Premise Partner Preview 02).

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Work Hours in CRM

Posted On September 3, 2018 by Admin Posted in Tagged in ,

In this article, we will learn how we can leverage the work hours in Reporting. The calendar entity stores data for customer service calendars and holiday schedules in addition to business. Each calendar is set for a specific time zone. A calendar describes the availability of a service or a resource. Calendars are related to calendarrule records, … Continue reading Work Hours in CRM

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