Tag Archives: Dynamics 365
Closing Blind Shift in MPOS and CPOS in Dynamics 365 for Retail
Manual For closing Blind shift in POS: Blind shifts terminate the currently ongoing shift and when logged in a new shift opens. In this blog we shall see how to close the blind shift. Steps: 1. Login to the POS 2. Open a new shift or continue with the existing one. 3. Click on Show blind closed shifts. 4. Select the shift you want to close. 5. At the bottom click on declare. 6. Declare the starting amount and the tender amount. 7. Click on close shift. This is how blind shifts can be closed.
User Privileges on SharePoint – D365 Document Integration
Overview: Often, we wonder what could be wrong where we see a generic error on Documents in Dynamics 365. Something like this – That’s when you wonder if all the privileges in D365 Security Roles for SharePoint Site or Document entity are correct or not? In fact, it’s the SharePoint privileges that you must look into. Privileges On SharePoint: Even if the error indicates that you don’t have access in D365, it is actually the SharePoint site that’s missing permissions. Here’ where you need to check for the O365 User’s SharePoint privileges: Navigate to SharePoint Admin Center in the Office 365 Admin center Next, in any of the intended SharePoint sites, navigate to the Gear Icon and then Site Settings. In Site Settings, navigate to People and groups under Users and Permissions area. Check that you might not have the intended user in that list. You can then click on Add and add the user in the list. You can either add an individual user or ‘Everyone Except external users’. and confirm that you see them in the list now. Confirm Permissions: Now, you can ask the users to check and they should be good to go. Hope this helps!
Xrm.Panel in D365
Overview Xrm.Panel is a new additional to the client-side scripting in Dynamics 365. This feature is still in preview in the D365 December 2016 update. Panel is a simple static place on your D365 web client which loads a Web Page inside it. Perhaps, the best use of the same could be a Web Chat application implementation. Implementation Simple – I’ve made a JS Web Resource that has a function to call the Xrm.Panel.loadPanel(url, title); method and I’ve invoked the same on change of a Phone Number. Here’s a simple JS snippet I’ve written: oAccountCustomization = { loadPanel: function() { “use strict”; Xrm.Panel.loadPanel(“https://cft89.crm.dynamics.com//WebResources/new_SamplePage”, “Hello”); } }; And redirected it to another HTML page in my own D365. Then, I’ve added this to the onChange of the PhoneNumber on the Account record. And saved and Published the customization. Seeing it work: Now, when I change the Phone Number field on the Account, the slider appears on the right hand side of the page. You can click on the arrow to bring it in focus. Here we go! The Panel is now seen. Remember, this works only on the Web Client.
How to Change button text or description of the system entity or managed entity
We have a requirement that we want to change button text and description for case entity to the incident. Since the case is system entity which is managed, dynamics 365 not allowed you to make any modification in button text or description. For the unmanaged entity, you can make a modification with the help of third party tool like
