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Category Archives: Dynamics 365

How to avoid the reposting of Old Email Activity on the Activity Timeline of Lead when Lead is Assigned to new Owner

Customer service is the most important element in today’s business. If you do not take care of your customers well, they will not stay loyal to your brand or products. Hence, you need to do everything possible to provide them with the best service. Unfortunately, these days a lot of companies are struggling with this … Continue reading How to avoid the reposting of Old Email Activity on the Activity Timeline of Lead when Lead is Assigned to new Owner

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Create Azure Connector With ARM(Azure Resource Manager) Configuration

While Creating Any Cloud-Hosted Environment in LCS it Is Necessary to create Azure Connector for which ARM(Azure Resource Manager) configuration is necessary. So this article will help you to create Azure Connector. Steps to follow :- Role assignment at the azure portal For Proper Working of Azure Connector make sure you have mentioned role assignment … Continue reading Create Azure Connector With ARM(Azure Resource Manager) Configuration

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Data fidelity checker in Microsoft Dynamics 365 Retail

Customer service, sales, marketing, finance, and operations are the five main pillars of any organization. When you take care of these aspects well, you can easily beat the competition that is out there. Unfortunately, not many companies focus on these elements as they do not know what exactly they need to do to streamline the … Continue reading Data fidelity checker in Microsoft Dynamics 365 Retail

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POS Receipts printing, Device connectivity issues in Microsoft D365 For Retail

Customers are looking for experiences when they go for shopping these days. They are not planning to use a particular store if they do not get the best experience. In contrast, if a store is providing the best service, customers are very much interested in visiting that store again. If you want to be a … Continue reading POS Receipts printing, Device connectivity issues in Microsoft D365 For Retail

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Using For Each Loop in SSIS for Invoice Integration from SQL Server to Microsoft D365 Sales Using KingswaySoft Connector for CRM: Part 1

Part 1/4: Using FOR EACH Loop with KingswaySoft Connector for CRM Invoice Integration. Introduction: The SSIS ForEach Loop container will repeat the control flow task for N number of times, which is similar to Foreach loop in any programming language. This concept can be used for Integration of Header and Lines concept like Invoice. Our … Continue reading Using For Each Loop in SSIS for Invoice Integration from SQL Server to Microsoft D365 Sales Using KingswaySoft Connector for CRM: Part 1

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Using For Each Loop in SSIS for Invoice Integration from SQL Server to Microsoft D365 Sales Using KingswaySoft Connector for CRM: Part 2

Phase 2/4: SSIS Integration Map for Invoice Header from SQL Server to Microsoft CRM: The Map after Completion will look as follows. Step 1: Add an OLEDB Source and configure it as follows: Click on Parameters and configure it as follows: Step 2: Add a derived column transformation to specify the Customer Type i.e 2 … Continue reading Using For Each Loop in SSIS for Invoice Integration from SQL Server to Microsoft D365 Sales Using KingswaySoft Connector for CRM: Part 2

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Using For Each Loop in SSIS for Invoice Integration from SQL Server to Microsoft D365 Sales Using KingswaySoft Connector for CRM: Part 3

Part 3/4 SSIS Integration Map for Invoice Details from SQL Server to Microsoft CRM Step 1: Add a DFT to Integrate the Invoice Details in the Control Flow. The Map after Completion looks as follows: Step 2: Add an OLEDB Source and configure it as following: In our case we are Inner Joining Invoice and … Continue reading Using For Each Loop in SSIS for Invoice Integration from SQL Server to Microsoft D365 Sales Using KingswaySoft Connector for CRM: Part 3

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Using For Each Loop in SSIS for Invoice Integration from SQL Server to Microsoft D365 Sales Using KingswaySoft Connector for CRM: Part 4

Part 4/4 Delete Logic for Invoice in case of Incomplete Integration of Invoice details Logic Introduction: To handle the scenario where the Invoice Details fail to get Integrated or Incomplete Integration of Invoice Lines the Invoice itself should get deleted from CRM as we don’t want to Integrate Incomplete records. Step 1: Add a DFT … Continue reading Using For Each Loop in SSIS for Invoice Integration from SQL Server to Microsoft D365 Sales Using KingswaySoft Connector for CRM: Part 4

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Capacity type storage on PowerPlatform Admin Center

We are quickly transitioning over from Organization Insights which came as a managed solution inside D365 to CDS For Apps Analytics on the PowerPlatform Admin Center. And now, the same is revamped as Capacity in PowerPlatform Admin Center. So, if you go to Storage in CDS For Apps analytics, you’ll see this – Capacity You … Continue reading Capacity type storage on PowerPlatform Admin Center

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Benefits of implementing Cloud POS in Microsoft Dynamics 365 for Retail

Maintaining a retail store is not an easy task. You have to take care of several aspects. Unfortunately, not many retailers know how to do it. They struggle to take care of things such as retail store management, providing customer experience and support etc. It is wise to get Microsoft Dynamics 365 for Retail Management … Continue reading Benefits of implementing Cloud POS in Microsoft Dynamics 365 for Retail

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