Category Archives: D365 General

3 Biggest all-time ERP Myths

Sairaj Kalekar
Marketing Lead
Published on January 17, 2019
Category: D365 General

Introduction: In my personal experience over the years, whenever I dealt with business owners, directors, and CTOs in the technology conferences and events, I come across many of them who always hold some misbeliefs about the Enterprise Resource Planning or ERP system. This persuaded me to pick and share some experiences and demystify topmost 3 … Continue reading 3 Biggest all-time ERP Myths

Creating an Email activity in MS CRM through WebApi

Vaishali Vyas
Software Engineer
Published on January 16, 2019
Category: D365 General

Introduction: This blog explains how to Create an Email activity in MS CRM through WebApi Request: Post URL:  <your instance url>/api/data/v9.1/emails Header: Content-Type: application/json Prefer: return=representation Body: 1. Creating Email with resolved emails (To field of email is record in MS CRM). { “description” : “Email Created”, ///Email Body “regardingobjectid_account@odata.bind” : “/accounts(69C38067-EDB7-E811-A961-000D3A363C81)”, “subject” : “Test Email … Continue reading Creating an Email activity in MS CRM through WebApi

Time entry using model driven PowerApps

Dhruv Mehta
Trainee Software Engineer
Published on January 10, 2019
Category: D365 General

Introduction: Managers and employees need a good time entry application to record worked hours for billing, payroll, or operations. That information is used to automate payroll, invoice clients, and keep a business operating efficiently. While there are many good off the shelf time entry applications, the pre-built time entry capabilities of the model-driven approach in … Continue reading Time entry using model driven PowerApps

Ability to send to Unresolved Email Address in D365 Email

Priyesh Wagh
Sr. Software Developer
Published on January 10, 2019
Category: D365 General

Most new users get stuck with issues saying ‘Email address of the recipient was not resolved’. Like in case you want to send out an email from D365 but you don’t have the same saved in the system as a Contact/Lead or any other record. And it resulted in this the big red cross like … Continue reading Ability to send to Unresolved Email Address in D365 Email

Delete those records which were imported by mistake

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

Introduction: One of the most common blunders often made in Data Import are importing whole lot of records without finalizing. And when you import, you realize you needed to add something more to the Import or some things were pending in the Excel file and you ended up uploading them all! Delete Imported Records: Assuming … Continue reading Delete those records which were imported by mistake

Migrating Activities Of Type ‘Case Resolution’ Between Two Microsoft Dynamics CRM Environments

Simran Monteiro
Software Engineer
Published on January 4, 2019
Category: D365 General

Introduction: While migrating Cases, the migration of activities of type ‘Case Resolution’ is necessary. However, the complexity in migrating this increases due to the fact that when the status of a case is updated, a blank case resolution activity is created automatically by the system. This system-generated case resolution needs to be deleted as this … Continue reading Migrating Activities Of Type ‘Case Resolution’ Between Two Microsoft Dynamics CRM Environments

Filter Customer Type field to display only Accounts in D365 V9.0 using JavaScript

Clinton D'Mello
Software Engineer
Published on December 25, 2018
Category: D365 General

Introduction: In this blog we will see how to filter customer type field in Dynamics 365 to only show Accounts/Contacts dropdown. Implementation: Step 1: For demonstration purpose we will filter to only show Accounts. In the below image we can see that we have  a Customer type field which allows to choose from Contacts as … Continue reading Filter Customer Type field to display only Accounts in D365 V9.0 using JavaScript

Default Teams of other Business Unit can’t be added

Priyesh Wagh
Sr. Software Developer
Published on December 25, 2018
Category: D365 General

I would like to share a consideration I take while designing Teams that you might need to make certain records shareable. I faced an issue once when users started to use Default Teams created on Business Units. And after several months, it occurred that some users from other Business Units too needed to be on … Continue reading Default Teams of other Business Unit can’t be added

Set Field Visiblity based on Security Roles in Dynamics 365

Clinton D'Mello
Software Engineer
Published on December 19, 2018
Category: D365 General

Introduction: In this blog we will demonstrate how to set visibility of a field in Dynamics CRM based on Security Roles using JavaScript. Implementation: Step 1: First we create a security role, Here for our demonstration I have created a Blank Security Role with the name “CustomEditAccess”. Copy the GUID of the security Role as … Continue reading Set Field Visiblity based on Security Roles in Dynamics 365

Dynamics 365 Online Authentication with Client Credentials

Vaishali Vyas
Software Engineer
Published on December 10, 2018
Category: Azure and Office 365

Introduction: This blog explains how to Authenticate Dynamics 365 Online with Client Credentials. Steps: Steps in Azure 1. Register a App in Azure Active Directory. Login to portal.azure.com Navigate to Azure Active Directory –> App Registration –> New Application registration 2.  Create App with Application type -> Web app/ API. Copy the Value of Application ID. … Continue reading Dynamics 365 Online Authentication with Client Credentials

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Recent Articles

  • 3 Biggest all-time ERP Myths

    17 January’ 2019

    Introduction: In my personal experience over the years, whenever I dealt with business owners, directors, and CTOs in t...

    Read more
  • Create a Customer, Vendor, or Bank Account from a Contact

    16 January’ 2019

    Introduction: Companies want to record some of contacts as customers, vendors, or bank accounts. Creating a customer, v...

    Read more
  • Creating an Email activity in MS CRM through WebApi

    16 January’ 2019

    Introduction: This blog explains how to Create an Email activity in MS CRM through WebApi Request: Post URL:  <yo...

    Read more
  • Time entry using model driven PowerApps

    10 January’ 2019

    Introduction: Managers and employees need a good time entry application to record worked hours for billing, payroll, or...

    Read more
  • Formatting Address Data separated by delimiter in the single field

    10 January’ 2019

    Introduction: Whenever the a single field in NAV contains Name, Address and other values seperated by delimiter such as...

    Read more