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 →

In this blog we’ll see how to integrate SharePoint with Dynamics 365. Step 1- Configure SharePoint Option in Dynamics 365 Document Management option. Go to Advanced settings -> Document Management. Step 2- In Document Management select “Enable Server-based SharePoint Integration” Step 3- Now in the pop-up screen provide SharePoint site location as “Online” then proceed … Continue reading SharePoint Integration with Dynamics 365 →

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 →

In this blog, we’ll see how to create a button on ribbon by using ribbon workbench in XRM toolbox and on click, open quick create form. Step 1- Insert a ribbon button on any required record form using ribbon workbench on XRM toolbox. Step 2- Name the ribbon button (anything as required) Step 3- Add … Continue reading Adding a button on ribbon and on click, opens quick create form using ribbon workbench in XRM ToolBox →

In this blog, we will see how to integrate Microsoft Teams with Dynamics 365 for custom entities using Postman. Step 1- Go to portal.azure.com and select Azure Active Directory Step 2- On App Registration, click on new registration  Step 3- Register an application and follow the steps  Name  Select Multitenant  Enter the required URL  Click on register  Step 4- Add API … Continue reading Integrate Teams with Dynamics 365 for Custom Entities →

In this blog we will copy a list of Account names that exists on our Microsoft Dynamics 365 system and send all these names via email using Azure logic Apps. To start the map select a HTTP request trigger, which would run on demand at the click of the run trigger button. After defining the … Continue reading Send Records from Microsoft Dynamics 365 through email using Azure Logic Apps. →

Use case: I have two entity Awards and Awards category. We have SubGrid on the Awards entity form for Category with Custom Ribbon button. We want to have the button should be visible on specific view only and below are steps to do so. Step 1: Configure the Ribbon Button Create a Ribbon Button, create … Continue reading [Quick Tip] Get SubGrid View Id using Primary Control or Selected Control for Ribbon button’s enable rule in Dynamics 365 CRM. →

In the previous blog, we have learned how to create an azure function to connect with Dynamics 365 CRM and create an account record whenever an azure function is triggered by the HTTP request. [Link]. In this blog, we will learn how to deploy the Azure Function App to Azure Cloud so that we can … Continue reading Let’s get started with Azure Function for Dynamics 365 CRM: Part 2 [Cloud Deployment] →

In this blog, we will learn how to create an Azure Function App to connect it with Dynamics 365 CRM and perform the CRUD operation in Dynamics 365 CRM. First, we will create an Azure Function project for Dynamics 365 CRM from Visual Studio, and below are the steps for the same. Open Visual Studio … Continue reading Let’s get started with Azure Function for Dynamics 365 CRM: Part 1 →

In this blog we will see how we can change the currency format in D365 CE. We are using the Currency field named Price on Account form and we wanted to price in XX,XX,XXX.XX format Let see how we can achieve this. Solution: Go to Settings and click on Personalization settings. After clicking on Personalization … Continue reading Change Currency format in D365 Customer Engagement →