Microsoft has mandated TLS1.2 for Dynamics 364 v9.0, which is why we may face issue while connecting to the CRM online instance from visual studio for creating new report via fetch XML. This post will help developer to solve the connectivity issue for connecting with latest Dynamics 365 v9.0 using SQL Server Data Tools and FetchXml … Continue reading How to fix connectivity issues between SSDT, Report Authoring Extension and Dynamics 365 →

Introduction In this blog we will take a look at how we can add an custom HTML web resource in your customer engagement app. There have been client requirements where there was a need to add custom UI to handle some additional functionality, let see how this can be achieved. Implementation Step 1 : Firstly … Continue reading Add HTML page in Dynamics 365 Customer Engagement Apps →

Introduction: This blog explains how to create folders in SharePoint when new record is created in D365 CE. Use Case: When new account is created in D365 CE create “Contact Documents” and “Documents” folders in SharePoint. Pre-Requisites: D365 CE SharePoint Online Microsoft Flow Steps to be followed: Sign in to the Microsoft flow. https://flow.microsoft.com/en-us/ Go to … Continue reading Create SharePoint Folder using POST request in MS Flows →

Introduction In this blog we will look at how we can add the lookup functionality of dynamics 365 Customer Engagement in our HTML web resource. Implementation Step 1 : We have already added a web resource in our app, you can refer to my blog on  “ADD HTML page in Dynamics 365 Customer Engagement Apps”. … Continue reading Add Dynamics 365 Lookup functionality in HTML Web resource →

In this blog I am going to show you how to fix an error you get during CPOS/MPOS activation. At times you may get following error : Validation: Failed, Messages: <“Channel has not been published.”>   Solution: Step 1 Go to Channel categories and product attributes. Select your store and in Category hierarchy select channel navigation … Continue reading Error during CPOS/MPOS activation for Microsoft Dynamics 365 for Retail →

You may need to add a sales representative/associate while performing a transaction on POS. For this, you need to add the particular worker to sales group and set it up as below. In this blog, I will show you the process: Step 1 Go to Sales and marketing>Commissions>Sales groups Step 2 Click on General>Sales rep Step … Continue reading How to Add a Sales Representative/Associate in Microsoft Dynamics 365 for Retail →

Introduction While using fetch XML to retrieve records more than 5000 records and if you have multiple entities involve in it. There are chances that you will get into an infinite loop even if you have less than 5000 records. Description: We have noticed that after 9.0 if you are using the old method to … Continue reading Infinite_Loop_Fetchxml →

There are tons of CPA software solutions that CPAs, accounting firms and other business professionals use to simplify their complex tasks. However, when it comes to mid-sized CPA firms, the only technology that will streamline processes in a good way is Dynamics 365 for Project Service Automation (PSA). It is well-known that PSA is one … Continue reading How Much Do You Know about Professional Services Automation Software for Accounting Firms (CPA)? →

Problem Definition: As soon I upgraded my PSA version from V2 to V3, I saw that the role field got deprecated. Not only that, it was removed from Schedule (WBS in V2). We now had the functionality to directly assign resource to the task against having assign role. The projects that got migrated from V2 … Continue reading Non-Billable classification of task work around in PSA V3 →

In this blog article, we will see how we can create a project and deploy a dynamic 365 operations environment using Lifecycle services. Prerequisites: Azure Subscription Lifecycle Service Account Step by Step approach: Environment Setup  Azure Subscription: Login to the Azure portal using credential use below URL and buy Pay-As-You-Go subscription as LCS will consume … Continue reading Deploy Dynamics 365 Operations Environment using Lifecycle Services Part – 1 →