Latest Microsoft Dynamics 365 Blogs | CloudFronts - Page 115

Retrieving the XML Schema and XML file for a record in Scribe Insight

With Scribe Insight, you can import XML as a data source to fulfill two main tasks: Support integration with locally available XML data. Receive data as XML from remote systems. Creating A Publisher Expand the Console site node. Expand the Integration Server node, and then click Publishers and Bridges. The Publishers/Bridges window opens. Click ‘Add’....

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Import Flat File to SQL Wizard

New SQL Server Management Studio 17.3 Release update: This wizard was created to improve the current import experience leveraging an intelligent framework known as Program Synthesis using Examples (PROSE). For a user without specialized domain knowledge, importing data can often be a complex, error prone, and tedious task. This wizard...

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Ways to Import Export Data from Microsoft Dynamics NAV to Excel

Introduction: In a scenario where a company uses Excel to keep the data and wants to move its ERP to Dynamics NAV.  A lot of data needs to be added in NAV in order to get a full system working. Thus, copying each entry could be a time-consuming task. Microsoft...

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Compare two roles in CRM

Introduction: Managing and understanding security roles in CRM can be tough. One of the Tools on Xrm.Tools is a Security Role Explorer, which tries to help make it easier. Steps to Compare roles in CRM: Go to xrm.tools site on browser. Click on Explore Roles Now button on the left...

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Put validation on Business Process Flow

Introduction: CRM business process flow allows users to enter data in steps which makes it simple and don’t required to scroll down all the way to bottom of form. A single business process flow can be divided into small steps to achieve the same and enter the data easily. But...

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Input Mask on D365 Control

Overview: Now, you may have a requirement where you’d want users to input data in a correct format for better readability and validity. There is a feature for a control where you can achieve this in tablet/mobile app of D365 and on the new v9 version of D365. It is...

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System User in D365

Introduction: In this blog we will be discussing about System user in D365. Description: System Users are built in users in D365. Some important points that need to be kept in mind are as follows: The Mailboxes of the System user cannot be setup hence emails can’t be sent and...

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Procedure to create a custom Cue based on a query and a normal field in Dynamics NAV

There’s no compelling reason to enter similar information again and again to different frameworks. At the point when you enter information into one framework, information naturally synchronizes to your different frameworks as characterized by your standards. Consider item data in NAV synchronizing to your webstore, online requests adjusting to NAV,...

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Approval Workflow Setup and Process in Microsoft Dynamics NAV 2017

Introduction: Workflows are a list of steps, each step consists of workflow events, workflow condition and workflow responses. Companies require documents to be approved before they can be released or sent to the customers, vendors etc. E.g If a Purchase order has total amount above 10000, an approval may be...

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Labels in Office 365

Introduction: Across your organization, you probably have different types of content that require different actions taken on them to comply with industry regulations and internal policies. Labels in Office 365 can help you take the right actions on the right content. With labels, you can classify data across your organization for...

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