Category Archives: D365 General

Prevent Contact Creation in D365 on Tracking Emails from New recipients

Priyesh Wagh
Sr. Software Developer
Published on June 26, 2019
Category: D365 General

Typically, when you track Email/Appoint records from Outlook, unknown senders are created as Contacts in Dynamics 365? A new Email from unknown recipient. And if you track this Email using D365 App For Outlook, a new Contact is created in D365 without you being notified about it. And the Email from the Saved Contact in … Continue reading Prevent Contact Creation in D365 on Tracking Emails from New recipients

Setting Ribbon Icons on the Unified Interface in D365

Priyesh Wagh
Sr. Software Developer
Published on June 9, 2019
Category: D365 General

So, since adoption of Unified Interface is growing, people are asking – “What happened to the Ribbon icons?”. Well, a simple answer to this is tweaking the implementation a little. Typically, you have custom icons on your classic Web UI that look like this – But the same looks like a puzzle piece in the … Continue reading Setting Ribbon Icons on the Unified Interface in D365

Why blank locked fields won’t let you save the record – Quote ID example

Priyesh Wagh
Sr. Software Developer
Published on May 27, 2019
Category: D365 General

So, I struggled some time in trying to make something just work as it was supposed to work. And for no conscious reason, I was able to figure out why. As to why my Quote wouldn’t save and auto generate the usual Quote ID? It kept asking me to enter it! Problem OOB, Quote ID … Continue reading Why blank locked fields won’t let you save the record – Quote ID example

Count Number of files in SharePoint folder

Vaishali Vyas
Software Engineer
Published on May 15, 2019
Category: Azure and Office 365

Introduction: This blog explains how to Count No of files in SharePoint folder using MS Flow. Steps to be followed: Select “Send an HTTP request to SharePoint” from Actions.  Enter below details:Site Address: Select the site address from the list.Method: GETUri: _api/web/GetFolderByServerRelativeUrl(‘LibraryTitle/foldername’)/ItemCountExample: _api/web/GetFolderByServerRelativeUrl(‘account/CFS Organization_584732FD1267E911A997000D3AA2C8D1‘)/ItemCount -> It will count the no of files in “CFS Organization_584732FD1267E911A997000D3AA2C8D1” folder. Output of … Continue reading Count Number of files in SharePoint folder

Create SharePoint Folder using POST request in MS Flows

Vaishali Vyas
Software Engineer
Published on May 10, 2019
Category: D365 General

Introduction: This blog explains how to create folders in SharePoint when new record is created in D365 CE. Use Case: When new account is created in D365 CE create “Contact Documents” and “Documents” folders in SharePoint. Pre-Requisites: D365 CE SharePoint Online Microsoft Flow Steps to be followed: Sign in to the Microsoft flow. https://flow.microsoft.com/en-us/ Go to … Continue reading Create SharePoint Folder using POST request in MS Flows

Hide Dashboards in D365

Priyesh Wagh
Sr. Software Developer
Published on April 11, 2019
Category: D365 General

This being an obvious approach to how Dashboards are by default seen by all. And how you can disable/hide for users. Even for D365 System Administrators! Unlike usual forms, view or other records, And Deleting the Dashboard isn’t an option. Enable Security Roles way So a simple trick is to remove entire access from Enable … Continue reading Hide Dashboards in D365

Update Child Records when Parent Record is updated using Microsoft Flow for D365 CE

Vaishali Vyas
Software Engineer
Published on March 29, 2019
Category: D365 General

Introduction: This blog explain the steps to update the child records when parent record is updated in D365 CE using Microsoft Flow. Steps: Below are steps to be performed. 1.) Create new field on parent entity “Update Child record” of two option type in CRM.We will use this field in Microsoft Flow. 2.)Create Workflow Whenever … Continue reading Update Child Records when Parent Record is updated using Microsoft Flow for D365 CE

Enable Power BI Report and Dashboard in D365 Portal

Vaishali Vyas
Software Engineer
Published on March 29, 2019
Category: D365 General

Add Power BI report and Dashboard in D365 Portal Introduction: This blog explains how we can add Power BI report and dashboard in D365 portal. Below are the Steps: Step 1: Set up Power BI from Portal Admin Center 1. Go to the Dynamics 365 Administration Center page and select the Applications tab. 2. Select … Continue reading Enable Power BI Report and Dashboard in D365 Portal

Change Password is not Working on Contacts in UCI

Vaishali Vyas
Software Engineer
Published on March 29, 2019
Category: D365 General

[SOLVED] Change Password is not working on Contacts in UCI. Introduction: To change portal password of a portal contact, we click on the “Change Password” option. When we try to set username and password for Contact “Change Password” button is not working on Unified Interface. Solution: 1.) Go to Settings 🡪 Advance Settings.   2.) … Continue reading Change Password is not Working on Contacts in UCI

Email Engagement to track email interactions from Dynamics 365 Customer Engagement

Clinton D'Mello
Software Engineer
Published on March 28, 2019
Category: D365 General

Introduction In this blog we will see how to use the Email Engagement functionality from Dynamics 365 Customer Engagement Pre Requisites 1. Dynamics 365 for Sales Implementation Step 1: To enable Email Engagement we can simply, navigate to Settings > AI for Sales > and accept the terms and agreements Once Accepted, we have to … Continue reading Email Engagement to track email interactions from Dynamics 365 Customer Engagement

Want to streamline your business processes?

  • This field is for validation purposes and should be left unchanged.

Recent Articles

  • How to Run Reports when report processing takes long to cause Session Time-out

    12 July’ 2019

    Introduction: I’ve observed that when NAV is used for a very long time, the report which needs heavy processing ta...

    Read more
  • First Canvas Power App: Learn Few Easy and Important Commands

    11 July’ 2019

    As my thoughts build to initiate writing this blog, similar was the feeling when I first thought about exploring Power A...

    Read more
  • Tips to Solve your Infinite Loop Issue

    3 July’ 2019

    While using fetch xml to retrieve records more than 5000 records and if you have multiple entities involve in it. There ...

    Read more
  • Deploy Dynamics 365 Operations Environment using Lifecycle Services – Part 2

    2 July’ 2019

    In this article, we will take look at the post configuration setting for Finance and Operations environment.You can lo...

    Read more
  • Shift/Statement posting error in Microsoft Dynamics 365 For Retail

    1 July’ 2019

    In this blog I am going to  demonstrate how to deal with errors generated during statement posting. At times while you ...

    Read more
  • We respect your privacy.
  • This field is for validation purposes and should be left unchanged.