Problem Statement: D365 Sales on CRM in general has ability to revise Quotes to track the Quotes revision. In sales, the process was to Activate the Quote, and then you get option to Revise Quote which will create the Copy of Quote with new revision number in Draft state. In Project Service quotes, we don’t … Continue reading Quote revision in D365 PSA →

Introduction: If Stocked product checkbox is selected, then inventory transaction will be generated, and product inventory will be tracked. If this checkbox is not selected(Mainly for service items), then Inventory transaction will be not generated, and product inventory will be not tracked. Scenario 1: If Stoked Product Checkbox is not selected Posted purchase invoice for … Continue reading Stocked Product in Item Model Group: Dynamics 365 for Finance & Operations →

Introduction: Controller class is used to control the report execution as well as pre processing of the report data. The SSRS reporting framework uses this class to modify the report dialog, calling the SQL Server reporting services, as well pre processing parameters for the report. How to do? Create a new class. Open AOT –> … Continue reading Modifying a report query based on the input data in AX 2012R3 →

Introduction: In this blog we will discuss how we can add entities to the by default App for Outlook look while we track emails using App for Outlook. Steps: By default, the App for Outlook does not show any entities in its sitemap. As we all know that there is new concept of Apps in … Continue reading D365 App for Outlook Sitemap Edit →

Overview: I had a requirement where I needed to make certain fields on BPF as required. So, I tried accessing the control using Xrm.Page.getControl(“header_process_description”) and then getAttribute().setRequiredLevel(“required”) on it would serve my purpose. But actually, not! To set perspective, the code runs and make the field required too. But there’s a catch! Required fields on … Continue reading Forcing Fields on BPF to be required programmatically →

Introduction: Dynamics 365 service team regularly sends email notifications to the administrators in your dynamics 365 organization. Now with simple mail box rule, you have complete control who should receive the mail. Description: As an administrator you can setup the mail box rule to automatically redirect email communications from dynamics 365 to additional recipients. People … Continue reading Manage Email Notifications in D365 →

Introduction: In this blog we will use the  Xrm.Device Client API reference to get the location details as it provides methods to use native device capabilities of mobile devices. Implementation: Step 1 : First we have written a JavaScript code to get the Geolocation details and for this demonstration purpose we trigger this code to … Continue reading Get Geolocation details using Xrm.Device for mobile devices →

Introduction: This blog explains how to Create Leads when Email is received to the Queue. Creating Queue in MS CRM: Settings -> Service Management -> Queues Click on “+NEW” Enter Name and Incoming Email for the Queue. Save record. After Saving the record Mailbox will be created for the Queue. Configuring the Mailbox Open the Mailbox … Continue reading Create Leads when Email is received to the Queue →

Introduction: This blog details steps for displaying Company Insights V 4.2 for Custom Form in D365 Customer Engagement. Pre-requisites: 1. Company Insights solution installed with version 4.2 2. Custom Form for Entity Steps: Below are steps to configure Company Insights on custom form “FSA Account” for Account Entity 1. Open custom form “FSA Account” 2. Insert … Continue reading Show Company Insights V 4.2 for Custom Form in D365 Customer Engagement →

Introduction: This blog explains how to Export and Import Voice of the Customer Surveys. Steps to be followed: Step 1 : Go to the Survey that you want to export. (survey should be in published state) Step 2 : Navigate to Notes section and download both the files. Step 3 : Navigate to your destination environment where … Continue reading How to Export and Import Voice of the Customer Surveys →