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Category Archives: Blog

How to ensure we open Project Information form when the Lead is Qualified in D365 PSA

I tried many ways to figure out why the “Project Information” form is not opening in Opportunity when a lead is Qualified in D365 PSA. I tried manually opening the “Project Information” form on Opportunity, but, it turns back to default “Opportunity” form. I figured out lastly that the tweak was with one of the … Continue reading How to ensure we open Project Information form when the Lead is Qualified in D365 PSA

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Power BI Tiles Embedded in Dynamics 365 Dashboards

Posted On September 18, 2017 by Admin Posted in

Introduction: In this article, we are going to learn how to embed Power BI Tiles in your Dynamics 365 / CRM Dashboards. Steps: Sign-in to Microsoft Dynamics 365 as a user with the system administrator security role Go to Settings > Administration > System Settings. On the Reporting tab in the Allow Power BI visualization … Continue reading Power BI Tiles Embedded in Dynamics 365 Dashboards

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Converting a Database from NAV 2016 to NAV 2017 in Microsoft Dynamics NAV

Introduction: To upgrade the database to NAV 2017,  following main steps must be completed. Convert the database Upgrade the Application code Upgrade the Data This blog gives a steps wise procedure to covert the database from NAV 2016 to NAV 2017 Pre-requisites: Microsoft Dynamics NAV 2016 Microsoft Dynamics NAV 2017 Microsoft SQL Server Management Studio(SSMS) … Continue reading Converting a Database from NAV 2016 to NAV 2017 in Microsoft Dynamics NAV

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Procedure to display the Amount in Words in a report of Microsoft Dynamics NAV

Introduction: In this article, I will be explaining the procedure to display amount in words in a report of Microsoft Dynamics NAV. Pre-Requisite: Microsoft Dynamics NAV 2016 Procedure: Step 1: Declare the following variables in C/AL Globals: ‘RepCheck’ is a variable of DataType ‘Report’ and Subtype ‘Check’ which is Report 1401. ‘NoText’ is a variable … Continue reading Procedure to display the Amount in Words in a report of Microsoft Dynamics NAV

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Embed D365 Field Service Views in Dashboard of D365 Online Portal

D365 Field Service is about something other than having the correct instruments for the activity regardless of where you are. It’s tied in with having the option to associate with your most significant resource, your clients. With Dynamics 365 and field administration the board arrangements from PowerObjects, you can make a client support story that … Continue reading Embed D365 Field Service Views in Dashboard of D365 Online Portal

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Decompiling the code from the plugin dlls

Introduction: There can be a possibility that we lost our plugin code and dlls are already present in Dynamics CRM and we want to extract the code from Dynamic CRM. We don’t have a code backup and we are supposed to make changes in the code as we have some errors in plugin or we … Continue reading Decompiling the code from the plugin dlls

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Error Resolution of Web client reply address for SSO in Dynamics NAV

Introduction: A Single Sign-on (SSO) user experience is achieved between Microsoft Dynamics NAV and the Office 365 Web Applications where the User is authenticated using Office 356 credentials to access NAV Windows client and Webclient. Error: After configuration of SSO in NAV, the Windows client configures SSO successfully but the Web client throws an error. … Continue reading Error Resolution of Web client reply address for SSO in Dynamics NAV

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Accessing Business Process Flow as Entities – D365 July 2017 Update

Overview: Another new feature announced in the Dynamics 365 July 2017 Update is that the Business Process Flows are now available as entities in D365! That means, you can access them like entities from SiteMap and see the records of their respective entities in an Entity View like you would do with other entities. Turning … Continue reading Accessing Business Process Flow as Entities – D365 July 2017 Update

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CRM – Issue with retrieving large document body using Fetch XML

Problem Statement: When we want to export Attachments from CRM (both Notes and Email attachments), we can do this using a Console Application where we read the documentbody from CRM using Fetch XML, and then we convert that to bytes and export to a local folder (or any target system) This Method is proper and … Continue reading CRM – Issue with retrieving large document body using Fetch XML

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Spam Filter Policy in Exchange Online.

Introduction: Spam is an irrelevant or unsolicited messages sent over the Internet, basic spam filter settings in Exchange Online include selecting the action to take on messages identified as spam. Spam-filter policy settings are applied to inbound messages only. You can edit the default spam filter policy to configure your company-wide spam filter settings and … Continue reading Spam Filter Policy in Exchange Online.

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