Introduction: Xrm.Navigation provides navigation related methods like openAlertDialog, openConfirmDialog, openErrorDialog, openFile etc. In this blog we will be discussing about openForm method which opens an entity form or a quick create form. There might be requirements to open a new form with certain fields pre-populated on certain conditions or to open a specific record. Implementation: … Continue reading Open new form with fields pre-populated using Xrm.Navigation in D365 →

Introduction: Microsoft Dynamics NAV allows you to set up deferrals of income and expenditure. These allow you to post transactions into a particular month but then spread the financial effect over a number of periods in a way you can specify. This article explains how to set up and use this functionality. Set up: First, you need … Continue reading Deferral of Income & Expenses in Navision →

Introduction: In NAV 2017, control add-ins were called through .NET code which is imported as .ZIP files. With NAV 2018 .NET is not supported in extensions. Thus we’ve to perform the following steps to make a Control Add-in in Javascript. Pre-requisite: 1. NAV-2018 2. VS Code Procedure: Create a Startup script as start.js: Startup scripts … Continue reading Creating a Control Add-in using Javascript and calling it in AL. →

Introduction: This blog shows how multiple number series are to be set up for a single field in NAV. The number series has to be setup dynamically on Assist-Edit of the page. Pre-requisite: NAV 2017 Demonstration: 1. Create a No. Series : Create a number series in the No.Series and then create a relationship. 2. Create … Continue reading Setup multiple No. Series for a single field in NAV →

Introduction: When we restore the SQL database from one server to the other server and when we launch the Microsoft Dynamics NAV RTC, we the error “You are not authorized to sign in. Verify that you are using valid credentials and that you have been setup as a user in Microsoft Dynamics NAV”. This blog … Continue reading Error resolution to the error “You are not authorized to sign in. Verify that you are using valid credentials and that you have been setup as a user in Microsoft Dynamics NAV” →

Introduction: This topic explains how to export a Microsoft Dynamics 365 for Finance and Operations, Enterprise edition database from an environment that is based on Microsoft Azure. Steps: 1. Create a duplicate of the source database. <“CREATE DATABASE MyNewCopy AS COPY OF axdb_mySourceDatabaseToCopy”> To monitor the progress of the copy operation, run the following query … Continue reading Commands to Create .bacpac file from Azure SQL to SQL Server →

Overview: Auto Scheduling in PSA’s WBS books the hours when you enter the dates and dates when you enter the hours. They are interlocked. I want to schedule a task which is less in no. of hours but will span across more than expected duration of period. Such requirement is when signing a support contract … Continue reading Keeping tasks flexible in duration in Dynamics PSA →

Introduction: It is important that you have your organization hierarchy setup in order to use advance features. To setup Manager for User in Office 365, there’s a couple of ways how you can make that happen. Manager setup in Exchange Online. Manager setup in Azure AD. Manager setup in Exchange Online: 1. You need to … Continue reading Setting up User’s Manager in Office 365 →

A fiber optic link service organization utilizes the application to react to blackouts by dispatching specialists to issue zones. An in-home medical care specialist organization utilizes the application to timetable and dispatch medical services laborers to direct medication and other considerations to various patients. A facility manager uses the Dynamics 365 Field Service management software … Continue reading Create Record in CRM using PowerApps with Microsoft flow →

As a Sales professional all my life I have used several CRMs. This includes my experience using Homegrown CRM, no CRM (Excel Spreadsheet), Salesforce Automation and now finally Microsoft Dynamics 365 for Sales. It has been about 2 months that I am using it and without a doubt, D365 steals the show! CRMs have been … Continue reading Finally a CRM that improves my productivity! →