Introduction: Attachment is a relatively new functionality in Business Central. Unlike Links you need not store the links to the document but attach the document itself. In this blog I’ll be showing how to customize Business Central to attach documents to any table. Pre-requisite: VS Code Microsoft Dynamics Business Central Demonstration: Attachments are stored in … Continue reading How to Attach Documents to any Record of any Table in Business Central →

Microsoft Dynamics 365 Business Central is an all-in-one business solution built for small and mid sized firms that have outgrown their limited accounting software With its emphasis on scalability, Business Central comes with plans to fit various requirements: Essentials and Premium.               Business Central – Essentials Business Central Essentials … Continue reading D365 Business Central Essential v/s Premium →

Introduction While working with dynamics 365 sales we can send email within system using workflow. We can configure the same for other user to send email using Workflow to send mail. Description: But it is possible that other users may start receiving below show error. The above error clearly shows that it is missing “Send … Continue reading How Send Email from Another User in CRM →

Introduction You must have written script on form using javascript and apply various logic like enable/disable or setting value of another field on change of another field. After introduction of editable grid script which is applied on form is not applicable on editable grid. We can apply same logic, but we need to write on … Continue reading Script in editable grid V 9.1 (EditableGrid_script_V9.0) →

Out-of-the-box, D365 Activity Party List field, say, Appointment’s Required/Optional Attendees fields lets you choose among multiple Activity Party enabled entities when you want to select records. And perhaps you don’t even want users to select what’s not relevant. Let’s look at how we can show only the required entities in the selection list. Before that, … Continue reading Show selective entities in Activity Party List in D365 Activities →

Introduction: Microsoft Teams is a cloud-based chat and collaboration platform, designed to simplify group work. It is customizable in many ways your teams work today. Whereas Site 24×7 is an integrated solution for cloud monitoring. It is a platform designed with full-stack monitoring and analysis tools to enhance user experience. Site24x7 users can integrate with Microsoft … Continue reading Integrating Site24x7 into Microsoft Teams →

Introduction: This blog explain the steps to lock the columns of Editable Grid in D365 CE UCI. Scenario: Lock the View columns of Editable Grid in D365 CE. Steps: Below are steps to be performed for locking fields of Editable Grid in View Create Business Rule to lock the field. 2. Mark the Scope of … Continue reading Lock the Columns of Views in Editable Grid of D365 CE →

Introduction: When you check your Dynamics 365 Customer Engagement Entity records, you might think where your documents related to specific entities will get stored. Here, SharePoint comes into the picture. The built-in integration between Dynamics 365 and SharePoint is mainly focused on managing & storing documents in SharePoint and ultimately then surfacing these in the … Continue reading Manage and secure Dynamics 365 for Customer Engagement documents in SharePoint Online →

Introduction: This blog demonstrates how the information that is visible to a user on the window can be controlled and managed. The ‘Importance’ property of a field helps us to control whether a field is seen or hidden on a window. Pre-requisites : Microsoft Dynamics 365 Business Central Steps: The Importance property helps to control … Continue reading How to control the amount of information that is visible in a window in Business Central. →

Problem definition Often clients using PSA V2 used to complain of the feature missing was copying the project as the template. A few of the Construction Company clients of mine have huge projects and have almost similar structure for many of their projects. Undoubtedly templates use to serve the purpose, but, only to a certain … Continue reading PSA Quick Tip: Use Project instead of Project Template while creating a project in Dynamic 365 Project Services Automation V3 →