Customize Opportunity Close Dialogue Box
Go to Admin settings. Click on system settings After clicking on System settings, a popup opens, click sales tab as shown below. Select Yes in Customize close opportunity form and click ok, refer below image.
Share Story :
Choose which All Records To Create While Qualifying Lead
Go to Admin settings Click on system setting After clicking on System settings, a popup opens, click sales tab as shown below. Now, select no for Qualified lead experience refer below image.
Share Story :
New Office mobile app for Android and iOS
Separate versions of Word, Excel, and PowerPoint is already available on both iOS and Android. The new Office mobile app combines Word, Excel, and PowerPoint into a single app and introduces new mobile-centric features to make it your go-to productivity app on a phone. Microsoft has done a good job...
Share Story :
Delete multiple CDS records from Grid using PowerApps.
Introduction: In this blog, we will learn how to Delete multiple records of CDS from the Grid. Use Case: We have a requirement where there is a Grid of CDS Data Source, on clicking the Delete Icon on top of the Grid, it should delete every record which is...
Share Story :
Hide certain Field of the form depending on Security Role of the User using PowerApps.
Introduction: In this blog, we will learn how to hide fields from the form based on the Security Role of the Logged in User. Use Case: We have a requirement where there are some Fields in the form, which should be hidden to the users who does not have the...
Share Story :
Filter a Lookup Field on New Form Using PowerApps.
Introduction: In this blog, we will learn how to filter a Lookup Field on the New Form. Use Case: We have a requirement where there is a Lookup Field on the form, which should only show those values whose Status is Active. Steps: 1. This is the form of Quote...
Share Story :
Purchase order approval through a Mobile device in Microsoft D365 Fianance and Operations
In this blog I am going to explain in brief about the Purchase order approval mobile workspace. This workspace lets you view purchase orders and respond to them through actions. For example, you can approve or reject a purchase order. After a purchase order (PO) has been created, it might have...
Share Story :
How to Upsert Records in SQL(Sink) through ADF?
Introduction We are performing Integration of Accounts from CRM to SQL using ADF Copy activity pipeline. We want to upsert the accounts instead of inserting duplicate records again. Step 1: Auto create the Table named “accounts” in SQL Server during the first Integration run by selecting the Auto create table...
Share Story :
x++ code to import data from excel to D365 FnO
We can also import data through code in D365 FO. Data import through code in D365 works differently than Ax2012 since cloud services. Import Class we are trying to import data from Excel to D365FO through the following code. using System.IO; using OfficeOpenXml; using OfficeOpenXml.ExcelPackage; using OfficeOpenXml.ExcelRange; class...
Share Story :
Customize Purchase order approval status
In the case of D365 Finance and Operations when you approve purchase requisition by default system creates Purchase order with approval status as “Approved” as follows To change this default behavior of system such that once purchase requisition is approved the approval status of the purchase order as a...
