In this post, I will talk about the importance of the Cash Position Report for any Professional Services Organization.  The Cash Position is your current and forecasted ‘Cash in Hand’. The importance of having Cash in your bank account cannot be emphasized enough. It is important to understand the difference between Cash Flow and Cash … Continue reading Cash Position Report for a Professional Services Organization →

Introduction : This Blog will explain about Saving PDF documents directly to SharePoint in a Single Click and this is available for entities listed below only Account Contact Opportunity Lead Quote Order Invoice   Steps to enable Entities for PDF generation: Note : Before starting make sure wave 1 2020 feature is enable in Sandbox. … Continue reading Save standardized PDF documents from D365 Sales into Microsoft SharePoint Released in Wave 1 2020 →

Introduction: Creating a Connection is one of the first Steps during integration of data. While performing Integration with AX or more specifically Dynamics 365 for Finance and Operations create a connection using the following steps. Step 1: Right Click on Connection Managers and click on New Connection Manager. Choose the Dynamics CRM option. Step 2: … Continue reading How to create AX (D365 F&0) Connection in SSIS →

Introduction: Converting Date/Time values according to a time zone is quite challenging task in SSRS Reporting. For D365 CRM online we can achieve this using CDate Function. I will demonstrate how to use CDate function with a dynamic time-zone parameter. Step 1: Add this reference to the report properties: Click on “References” and then click … Continue reading Time zone Conversion from Microsoft D365 for SSRS Reporting →

Part 1/4: Using FOR EACH Loop with KingswaySoft Connector for CRM Invoice Integration. Introduction: The SSIS ForEach Loop container will repeat the control flow task for N number of times, which is similar to Foreach loop in any programming language. This concept can be used for Integration of Header and Lines concept like Invoice. Our … Continue reading Using For Each Loop in SSIS for Invoice Integration from SQL Server to Microsoft D365 Sales Using KingswaySoft Connector for CRM: Part 1 →

Phase 2/4: SSIS Integration Map for Invoice Header from SQL Server to Microsoft CRM: The Map after Completion will look as follows. Step 1: Add an OLEDB Source and configure it as follows: Click on Parameters and configure it as follows: Step 2: Add a derived column transformation to specify the Customer Type i.e 2 … Continue reading Using For Each Loop in SSIS for Invoice Integration from SQL Server to Microsoft D365 Sales Using KingswaySoft Connector for CRM: Part 2 →

Part 3/4 SSIS Integration Map for Invoice Details from SQL Server to Microsoft CRM Step 1: Add a DFT to Integrate the Invoice Details in the Control Flow. The Map after Completion looks as follows: Step 2: Add an OLEDB Source and configure it as following: In our case we are Inner Joining Invoice and … Continue reading Using For Each Loop in SSIS for Invoice Integration from SQL Server to Microsoft D365 Sales Using KingswaySoft Connector for CRM: Part 3 →

Part 4/4 Delete Logic for Invoice in case of Incomplete Integration of Invoice details Logic Introduction: To handle the scenario where the Invoice Details fail to get Integrated or Incomplete Integration of Invoice Lines the Invoice itself should get deleted from CRM as we don’t want to Integrate Incomplete records. Step 1: Add a DFT … Continue reading Using For Each Loop in SSIS for Invoice Integration from SQL Server to Microsoft D365 Sales Using KingswaySoft Connector for CRM: Part 4 →

Customers are crucial to the success of any business. When you build your business focusing primarily on giving the best experience to your customer, your business is going to bloom. Your profits are going to multiply each year. Dynamics 365 for customer service is one of the best ERP solutions that you can find in … Continue reading Setting up schedule-based refresh in CDS →

Error handling is very important part of any integration project, it is also very important to fix the issue when it is recognized, so it is very important to take action to resolve it earliest. In the Integration project of CDS we can setup email alert option in following way. First go to Admin Center … Continue reading Setting up email-based alert notifications for Integration Project in CDS →