D365 General Archives | Page 9 of 30 | Cloudfronts - Microsoft Dynamics 365 | Power BI | Azure - Page 9

Category Archives: D365 General

Update field value based on the current stage of Business Process Flow and trigger workflow when Business Process Flow is finished.

Introduction: This blog explains How to Update field value based on the current stage of Business Process Flow. How to Trigger workflow when Business Process Flow is finished. PART A: Scenario: We have a custom Business Process Flow with 4 stages on Order entity. Whenever user changes the stage of Business Process Flow status field … Continue reading Update field value based on the current stage of Business Process Flow and trigger workflow when Business Process Flow is finished.

Share Story :

Move Attachments from Tracked Email to SharePoint using Microsoft Flow

Introduction: Microsoft flows can be used to automate many workflows across multiple applications and services. This is basically designed for non-developers. To create a flow, the user specifies what action should take place when a specific event occurs. In this blog, we will have a look on how we can add the attachments from the … Continue reading Move Attachments from Tracked Email to SharePoint using Microsoft Flow

Share Story :

New D365 Admin portal and new way to access Organization Insights

Introduction: Lot of D365 Administrators would have observed that we no longer see the Organization Insights solution on AppSource anymore. This is because you can now see the Organization Insights on the new Administration portal for D365. New D365 Admin Portal! There is new portal for D365 Administration which is in preview. You will see … Continue reading New D365 Admin portal and new way to access Organization Insights

Share Story :

D365 Unified Interface: Enabling embedded legacy dialogs

Introduction: Quite simply put, some of the embedded dialogs like the Advanced Find, Merge Records, Assign & Edit record windows which are not by default visible on the Unified Client Like when you multi-select records, you can’t see the typical Merge, Edit buttons on the ribbon. Here’s how you enable them. System Settings: In your … Continue reading D365 Unified Interface: Enabling embedded legacy dialogs

Share Story :

Activate Order button is not working on Order Entity in UCI

Introduction: This blog explains an alternative approach to Activate an Order in UCI. Scenario: We are using Prospect to Cash solution to integrate Sales Order from Sales to Operations (CRM To Operations). In UCI Activate Order button is not working which is used for Order Integration. In this blog we will see an alternative approach to … Continue reading Activate Order button is not working on Order Entity in UCI

Share Story :

Identify who imported the solution – Dynamics 365 CRM

Introduction: Sometime there is a need to know when and who imported the solution in to CRM. This will be done by XrmToolBox plugin called “Solution History”. Purpose of Solution History: The purpose of the tool is to view a historical list of solutions that have been imported. This provides sort of audit functionality for … Continue reading Identify who imported the solution – Dynamics 365 CRM

Share Story :

[SOLVED] “Corrupted report PDF generated using JavaScript” in Dynamics 365 V9.0

Posted On October 9, 2018 by Clinton D'Mello Posted in Tagged in

Introduction We had developed a functionality for Dynamics CRM v8.2 on Quote Entity by adding a custom button and on clicking a button we run a report, capture its contents using JavaScript, convert it to a PDF and attach the PDF to an Email Record. Below shown is the code snippet quoteInvoice = { runReportToPrint: … Continue reading [SOLVED] “Corrupted report PDF generated using JavaScript” in Dynamics 365 V9.0

Share Story :

Timezone effect on Work Hours

Introduction: Work Hours mentioned under a User/Bookable Resource aren’t the same as they show. Ever wondered what is Cross Day on Work Hours for a Bookable Resources in Dynamics 365 PSA or Field Service? Or even User record for that matter? And why not the actual Work Hours a resource is set to? You should … Continue reading Timezone effect on Work Hours

Share Story :

Custom Business Process Flow is not showing in UCI

Scenario: We had created the custom Business Process Flow on order entity which was visible on web client but not in UCI. For making it visible in UCI we must add that Business Process Flow in App. Steps: Create new solution and add Existing App which you are using in that solution. Add Custom Business … Continue reading Custom Business Process Flow is not showing in UCI

Share Story :

D365 App for Outlook Sitemap Edit

Introduction: In this blog we will discuss how we can add entities to the by default App for Outlook look while we track emails using App for Outlook. Steps: By default, the App for Outlook does not show any entities in its sitemap. As we all know that there is new concept of Apps in … Continue reading D365 App for Outlook Sitemap Edit

Share Story :

By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.

Close