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 →

In the August 2018 update of Power BI, we can now apply conditional formatting based on field value. This allows us to use a measure or column that contains a color name, a hex name/code and apply that color to the background of the cells and the font in the cells of that column. For … Continue reading Conditional Formatting By Values in Power BI: August Update →

Issue: In SSRS if we are using an aggregate function in a group at the Tablix level, then you may realize that the simple row numbering function does not give a current sequential ranking. Using the function RowNumber(Nothing) gives something like this. Using RowNumber(“GroupName”) would also give an incorrect row numbering and look something like … Continue reading Row Numbering Issue for Grouped Data in SSRS →

Introduction: In this blog we will demonstrate the working of HTTP Request -Response in Microsoft Flows. Implementation: Step 1:  In our example we will make a POST call to our Microsoft Flow so that we can further apply some logic in Flows. The POST request contains the following data. JSON: [{ “name”: “TestName”, “Address”: “TestAddress” … Continue reading HTTP POST Requests using Microsoft Flows →

Introduction: In this article, we will learn how to dynamically use Dynamics 365 CRM option set/ CRM picklist in Power BI. As you may be aware that CRM picklist stores Integer value in the backend and not the actual display name. So, whenever you query an entity with picklist fields in Power BI you will … Continue reading CRM Option set in Power BI →

Introduction: While scheduling a meeting from Outlook client, sometimes we may also need to select the room where the meeting will be held. Room Finder in Outlook client helps us to find the available rooms. Sometimes it may happen that when a user creates a new meeting in Outlook, no conference rooms are listed in … Continue reading Room list not showing in Room Finder (Outlook Client) →

Introduction: This blog explains how to enable custom field in Filter section of Schedule Board in D365 Field Service & PSA. Scenario: Need to filter resources on Schedule Board by custom fields other than standard fields like characteristics, roles, business units, terriotries etc. Pre-requisites: Configure 2 Custom Entities with below Details 1. Crew Entity with Name … Continue reading Extend Schedule Board Filter Section in D365 Field Service/PSA →

Overview: Now, you often must have noticed that the field Est. Revenue on Opportunities is either locked or is open to enter value into it. There’s a reason for this as well. Revenue Field: So basically, there is a field on the Opportunity that drives this operation. It is called as Revenue field! System Calculated- … Continue reading Estimated Revenue field behavior of Opportunity Entity →

Introduction: If you use Microsoft Dynamics 365 for Sales for customer engagement then you can use Microsoft Dynamics 365 Business Central for order processing and finances and have seamless integration in the lead-to-cash process. When you integrate you application with sales, you can have all the access to Sales data from Business Central and the … Continue reading Microsoft Dynamics 365 Business Central and Microsoft Dynamics 365 for Sales Integration →