Introduction: In Customer Applied Entries there are Payments applied to List of Invoices .Both Payment and Invoices are from Customer Ledger Entry Table .The Payment type entries can be obtained by filtering Document Type = ‘Payment’. Inorder to find the Invoices Applied there are no specific filters that can be applied during compile time and … Continue reading Filtering the temporary table during the run time and adding temporary table records in Report. →

Cloud business systems is sprouting rapidly throughout the globe and one of the system like Microsoft Office 365 helps business to be more productive. Have you ever realised that you must go back to office just for accessing a file, you or your client required urgently? The concept of using Office 365 services from anytime, anywhere … Continue reading Are you sure you know Office 365? It’s not only Emails & Apps!!! →

Issue: While trying to integrate records from SFDC to Dynamics NAV 2017, I faced an issue in Scribe saying “The record already exists.”. When I checked in Dynamics NAV 2017, there were no records similar to the one I was trying to integrate when the error occurred. Additionally, when I tried to create a new … Continue reading Microsoft Dynamics NAV 2017 Error: “The record already exists” →

Issue: If you are trying to preview a FetchXML report in SSRS and you are a facing an issue due to a Sign-In Failure, then the reason for that most probable is due to the reason that you are trying to connect to CRM v9. When we try to connect to a v9 environment using … Continue reading SSRS Report Preview not working for D365 CRM V9 (Solution) →

Introduction: This blog explains how to Export and Import Voice of the Customer Surveys. Steps to be followed: Step 1 : Go to the Survey that you want to export. (survey should be in published state) Step 2 : Navigate to Notes section and download both the files. Step 3 : Navigate to your destination environment where … Continue reading How to Export and Import Voice of the Customer Surveys →

Introduction: In D365 Retail POS, if you want to customize anything you need Extension Points. Over-layering is completely sealed. So, now if you want add custom columns to your View which is designed using code you can do it using Custom column extension. Each view has its own custom column interface which you can import … Continue reading D365 Retail POS Customization – Adding Custom Column to Picking and Receiving View →

Introduction: Email in Unified Interface Dynamics 365 is also available as a separate app! Here’s how you can get it. By default, the new email capabilities are already available in the Unified Interface of D365. But you can have it as a separate app if you’d like. Installing the App: Here’s how you get it … Continue reading Email in Unified Interface as a separate app in D365 →

Introduction: If you try to configure SharePoint with dynamics 365 sales, it will pop up with “Microsoft Dynamics 365 list component is not installed”. This error used to come in earlier version of dynamics CRM but now we are start receiving message to install the list component. Description: As it is explained in the introduction … Continue reading Enable SharePoint for Dynamics 365 →

 One of the most popular ERP systems that is amazingly popular among all small and mid sized businesses is Microsoft dynamics NAV integration. Installing CRM NAV integration is extremely easy and simple and its interface is so easy to understand that anybody can learn it within no time. This is the reason NAV integration has … Continue reading Integrating Twilio with D365 CRM Online to send SMS Messages using Microsoft Flow →

Introduction: In NAV when building a custom report that deals with  totalling the amount by multiple G/L accounts by week then the report becomes tough to read as well as develop  in standard SSRS Report. A possible and easy workaround is dumping all the entries in the Excel and performing the pivot table operation on … Continue reading Applying Pivot Table in Excel using Automation Server Objects in NAV →