Prevent Contact Creation in D365 on Tracking Emails from New recipients
Typically, when you track Email/Appoint records from Outlook, unknown senders are created as Contacts in Dynamics 365? A new Email from unknown recipient. And if you track this Email using D365 App For Outlook, a new Contact is created in D365 without you being notified about it. And the Email...
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Unable to verify custom domain in Office 365?
Domain verification in Office 365 is a very simple task, you just need to add a custom domain, add the TXT or MX record by provided by your tenant with your domain registrar and then verify it. However, sometime you might face issues verifying a domain and end up getting...
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How to Undo a Quantity Posting on a Posted Purchase Receipt in Microsoft Dynamics 365 Business Central
Introduction: In this blog, I will demonstrate how to undo a Quantity Posting on a Posted Purchase Receipt in Microsoft Dynamics NAV / Business Central. This functionality is useful if the user receives the wrong quantity or selected the wrong item for the Purchase order. Pre-requisites: Microsoft Dynamics NAV Microsoft...
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Setting Output Parameter Value Using the Action
Dynamics 365 for customer service assists businesses to provide efficient and excellent customer service to improve customer service in a team. When it comes to business, every interaction that you get from your customer does matter a lot. Maximizing brand loyalty is only possible when customers get their problems or issues...
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Integrate Dynamics 365 for Customer Engagement Apps with Microsoft Teams
Before getting into details, firstly I would like to talk about Microsoft Teams. If you’re familiar with MS Teams, you know that it is chat and collaboration platform – a place to manage all your conversations, files and important tools in one team workspace. You can access SharePoint, Power Bi...
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Applying Default / Mandatory Dimension in NAV / Business Central
Introduction: In this blog, I aim to provide how to set Mandatory Dimensions on Items, Customers, Vendors, and G/L Accounts and how to optimize this process using Configuration package. Pre-requisites: Microsoft Dynamics NAV. Microsoft Dynamics Business Central. Understanding of Dimensions in NAV / BC Theory: Automatic Dimensions can be added...
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Multiple Production Tenant in Dynamics 365 Business Central
Problem Statement: I have a requirement where the contents of the General Journals are to export to Excel and also can create new entries by importing the same Excel file as well. A major troublemaker is the dimensions as only Dimensions 1&2 ate stored in tables and can be validated...
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Using “startswith” Filter Query in MS Flow
Introduction This blog explains how to use “startswith” filter query in MS Flow. Use Case Using MS Flows to retrieve the bunch of students who’s mobile numbers begin with +91 and send them a text (using Twilio connector) regarding the Top Indian Universities. The “starts with” filter query in MS...
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Print pro-forma invoice in Dynamics 365 Finance and Operations
Creating a pro forma invoice on dynamics 365 for finance and operations is a pretty straightforward task. A pro forma invoice is a crucial financial document that people use in businesses. In a nutshell, a pro forma invoice is more or less like an estimate that companies share with their...
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Using “contains” Filter Query in MS Flow
Introduction This blog explains how to use “contains” filter query in MS Flow. Use Case Retrieve all the Accounts whose name contains ‘cloud’. Steps to be Followed: We will use “Dynamics 365 – List records” Actions. Enter the Organization Name and entity.Filter Query: contains(name,’cloud’) name is the logical name of the...