Category Archives: D365 Customer Service

First Canvas Power App: Learn Few Easy and Important Commands

Kuldeep Gupta
Delivery Head
Published on July 11, 2019
Category: D365 Customer Service

As my thoughts build to initiate writing this blog, similar was the feeling when I first thought about exploring Power Apps. The expression was, “What exactly is Power Apps?”. When the world is talking about it, it brings me more curiosity to understand what is so powerful about it. Let’s first commence with understanding what … Continue reading First Canvas Power App: Learn Few Easy and Important Commands

Tips to Solve your Infinite Loop Issue

Subhash Mahato
Technical Consultant
Published on July 3, 2019
Category: D365 Customer Service

While using fetch xml to retrieve records more than 5000 records and if you have multiple entities involve in it. There are chances that you will get into an infinite loop even if you have less than 5000 records. Description: We have noticed that after 9.0 if you are using the old method to retrieve … Continue reading Tips to Solve your Infinite Loop Issue

Configuring Department-wise URL in D365 CE

Shailesh Wath
D365 Field Service Architect
Published on June 27, 2019
Category: D365 Customer Service

Microsoft Dynamics 365 CE streamlines the way your employees communicate with customers and enhances their ability to collaborate. Problem Statement Clients implement D365 CE for all departments also need home/landing/default page for each department. This blog will help you to configure default URI for each department in D365 CE implementation for Company. Configuration Steps 1.       … Continue reading Configuring Department-wise URL in D365 CE

Setting Output Parameter Value Using the Action

Subhash Mahato
Technical Consultant
Published on June 20, 2019
Category: D365 Customer Service

We had a requirement where need to open the newly created record. Here we were using an action to create the record. Description: We had a requirement on button click contact will be created and once the record is created we need to open that record as well. Opening of the record is dependent on … Continue reading Setting Output Parameter Value Using the Action

Defining the Aternate Key with Lookup/Entity Reference

Subhash Mahato
Technical Consultant
Published on June 3, 2019
Category: D365 Customer Service

If you want to set the alternate key to detecting duplicate record based on lookup it was not earlier. If you want to have duplicated detection based on you would not be able to that you have to write a plugin to get that result. Description: You can now achieve a duplicate detection rule by … Continue reading Defining the Aternate Key with Lookup/Entity Reference

How to Set up a null Value Using the Flow

Subhash Mahato
Technical Consultant
Published on May 30, 2019
Category: D365 Customer Service

Introduction Sometime there is requirement where we need to set a null value based on certain condition. We usually use script to set the null value this can be achieved using the workflow. Description: To set the null value of you need to create a new workflow. Follow the below steps. Go to setting —> … Continue reading How to Set up a null Value Using the Flow

How CPA Firms can Increase their Profitability & Productivity Using Professional Services Automation (PSA) Software

Kuldeep Gupta
Delivery Head
Published on May 14, 2019
Category: D365 Customer Service

With the evolution of Technology, every industry is getting process oriented and so are CPA firms getting more organized and professional in their way of working. The software provides the immense capability for CPA’s to look into there Books of Accounts, manage their allocation for clients, Create Project Plan, Perform accurate Invoicing and what not. … Continue reading How CPA Firms can Increase their Profitability & Productivity Using Professional Services Automation (PSA) Software

What if the Resource Requirement Still appears post the task is deleted from Schedule (WBS) in PSA V3?

Kuldeep Gupta
Delivery Head
Published on May 13, 2019
Category: D365 Customer Service

Problem Definition: I have observed a fact in PSA that when the task in PSA Schedule (WBS) is deleted, the corresponding Resource Requirement doesn’t get deleted. Hence, it keeps on appearing in the Schedule Board to allocate. Resource Managers face difficulties in order to understand whether to allocate them or not. Hence, it is a … Continue reading What if the Resource Requirement Still appears post the task is deleted from Schedule (WBS) in PSA V3?

Infinite_Loop_Fetchxml

Subhash Mahato
Technical Consultant
Published on April 30, 2019
Category: D365 Customer Service

Introduction While using fetch XML to retrieve records more than 5000 records and if you have multiple entities involve in it. There are chances that you will get into an infinite loop even if you have less than 5000 records. Description: We have noticed that after 9.0 if you are using the old method to … Continue reading Infinite_Loop_Fetchxml

Image Distinct Parameter

Subhash Mahato
Technical Consultant
Published on April 25, 2019
Category: D365 Customer Service

Introduction While fetching images using fetch XML there is a possibility that you will not able to get the complete image. You will also notice that these issues generally happens when you are using multiple internal entities. Description: We were working on a project where we displaying the records notes using the multiple entities, we … Continue reading Image Distinct Parameter

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