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Tag Archives: D365

Automating HTML Email Notifications in Microsoft Dynamics 365 Business Central

Introduction In this blog, we will explore how to create HTML-formatted email notifications in Microsoft Dynamics 365 Business Central using AL code. We will guide you through a practical example that sends an HTML email notification when a Posted Purchase Invoice is inserted. Pre-requisite – Microsoft Dynamics 365 Business Central (On-premises or Cloud) Objective Our … Continue reading Automating HTML Email Notifications in Microsoft Dynamics 365 Business Central

How to cancel Transfer Order Shipment in D365 Finance and Operations?

In D365 Finance and Operations, managing transfer orders is a crucial aspect of maintaining efficient inventory operations. However, there may be instances where you need to cancel a transfer order shipment due to various reasons such as changes in demand, inventory discrepancies, or operational adjustments. In such cases, it is essential to understand the process … Continue reading How to cancel Transfer Order Shipment in D365 Finance and Operations?

Restoring an Environment in Business Central.

Introduction: This comprehensive guide provides administrators with a step-by-step process for restoring Microsoft Dynamics 365 Business Central environments to a previous state within the retention period. Users with Restore Permissions: Only specific users, such as internal and delegated administrators, can restore environments. These users must also have the D365 BACKUP/RESTORE permission set in the relevant … Continue reading Restoring an Environment in Business Central.

Dual Write (DW) – Challenges & Recommendations 

Posted On January 10, 2024 by Richie Jacob Posted in Tagged in

Introduction –   A few years ago, Dual Write (DW) was introduced with the objective of providing a reliable integration between Dynamics CRM and Dynamics Finance & SCM. The intent is in the right direction, but the execution of this vision has not been reliable.   In this blog we have talked about some of … Continue reading Dual Write (DW) – Challenges & Recommendations 

Opportunity to Sales cycle – Part 2

Introduction: A Step-by-Step Guide to Creating Opportunities and Processing Sales in Business Central Pre-requisites for creating Sales Opportunities: Create Sales Opportunities You can create opportunities from the Opportunity List page. Typically opportunities are created from a specific contact or salespeople. Globally search “Salesperson” and select related link. Select the salesperson from the list for whom you want … Continue reading Opportunity to Sales cycle – Part 2

Switching of Forms using Option Set field in Javascript

Use Case – To Switch form based on the value selected from option set field. Steps – 1. We have a Option Set field – “Lead Type“ Based on the Option selected – the form will switch For example – “PMO Member” – On change of the option, it will switch to PMO Member Form … Continue reading Switching of Forms using Option Set field in Javascript

Quick Tip – Duplicate Fields from a Table to another Table

Hello,Consider a scenario where we need to have a table (entity) which is a replica of other table or you need some fields replicated into another table. This tool will save a lot of precious time. Let’s say I have a table called ‘Scoping’ and I want fields from that data replicated into another table … Continue reading Quick Tip – Duplicate Fields from a Table to another Table

Fields in Customer and Vendor Posting Groups in D365 Business Central

CUSTOMER POSTING GROUPS Customer Posting Groups determines the account receivables account.  1. In the search option, enter Customer Posting Groups and then choose related link. 2. In the Code Field, type unique identifier. 3. In the description field, type description of Customer posting group. 4. In each relevant account field, enter the G/L account  that … Continue reading Fields in Customer and Vendor Posting Groups in D365 Business Central

Run/Enable Customer Engagement SSRS Reports on Mobile App Android / iPad

Customer Engagement apps running on a web browser on an iOS or Android tablet provide a similar experience to using it with a web browser on your desktop or laptop computer. However, some features are not available on the mobile app or mobile web browser out of which one is running SSRS reports. Let’s say … Continue reading Run/Enable Customer Engagement SSRS Reports on Mobile App Android / iPad

Quick Tip – Enable/Show Activities on Notes in D365 CRM

In this blog, we will see how we can show activities on Notes in D365 CRM.  Step 1 – Click on Entity and check marked Activities. Save and publish the Entity. Step 2 – Open Main form where you have added timeline, Double click on timeline notes and mark filter by as Show all. Save … Continue reading Quick Tip – Enable/Show Activities on Notes in D365 CRM

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