Category Archives: Dynamics 365
Cross Company Depreciation
In Dynamics 365 for Operation, user can now start a depreciation run for assets across all legal entities from a single page. There is also a new option to automatically post the journals after they are created. The creation and posting of the journals can be sent to batch processing, allowing the depreciation to run … Continue reading Cross Company Depreciation
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Correct Posted Sales Invoice
Accounting team can correct posted sales invoice if there is mistake in Invoice or want to make some changes. This functionality help to correct posted ledger entries as well as other changes like Invoice discount, currency code, Payment terms etc. User cannot correct sales invoice which has been paid. By using below steps you can … Continue reading Correct Posted Sales Invoice
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Out-of-Box Integration of CRM and Financials Pros and Cons
In this article, we are going to walk through the pros and cons of Financials feature of ‘Coupling’ which enables integration of records between Financials and Dynamics CRM. This will help customers understand suitability of using out-of-box Integration. Introduction: Out-of-box Integration enables user to integrate and synchronise data in Microsoft Dynamics Financials record types to … Continue reading Out-of-Box Integration of CRM and Financials Pros and Cons
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Integrating attachments to and from Dynamics 365 Operations
Dynamics 365 for finance and operations is an ERP solution that helps you to streamline the processes and helps you to become efficient. ERP stands for enterprise resource planning. It is a cloud-based application that helps the team members to work with each other with ease. This product is developed by Microsoft and is one … Continue reading Integrating attachments to and from Dynamics 365 Operations
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Enterprise Integration with Azure Logic Apps
Understand Enterprise Integration Pack (EIP) The Enterprise Integration Pack is Microsoft’s cloud-based solution for seamlessly enabling Business-to-Business (B2B) communications. EIP is new features in Logic Apps which adds B2B and XML capabilities. Enterprise Integration Pack brings some of the enterprise B2B capabilities like AS2 and X12, EDI standards support (with EDIFACT coming shortly) and new … Continue reading Enterprise Integration with Azure Logic Apps
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Relevance Search in Dynamics 365
Introduction: Relevance Search brings the Global Search Experience powered by Azure Search. It uses scoring concepts where score is the indicator of the item’s relevance i.e. higher the score, more relevant the item. Users will get the comprehensive search results quickly in a single list that is sorted by relevance. How it Work’s Basically when … Continue reading Relevance Search in Dynamics 365
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Understanding Subgrid functions in CRM Online
Using the new subgrid functions, there are 2 ways to get count of the subgrid data. Based on requirement, we have to use one or the other way for achieving the requirement. getTotalRecordCount(): It determines the total no. of records that match the filter criteria of the view. Features: 1. The count is NOT limited … Continue reading Understanding Subgrid functions in CRM Online
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Comparing Integration Platforms – TIBCO Cloud Integration and Microsoft Flow
In this article, we are going to compare features of TIBCO Cloud Integration and Microsoft Flow. This will help partners and customers, select the right platform based on their integration needs. Comparing TIBCO Cloud Integration and Microsoft Flow: 1. Real- Time Process: TIBCO Cloud Integration: For real-time integration, a Request/Reply Map needs to be created. … Continue reading Comparing Integration Platforms – TIBCO Cloud Integration and Microsoft Flow
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Modular Business apps, App Designer and Sitemap Designer
Before the introduction of Business Apps, Designer and Sitemap designer, we have to take care of following things: We have to manage the security role of users otherwise they will be able to access all the records. If a user wants to design the site map, then user needs to either edit the site map … Continue reading Modular Business apps, App Designer and Sitemap Designer
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Access Dynamics 365 without consuming user License
Scenario: We have a requirement to access Dynamics 365 environment from a custom application hosted outside D365 environment but we do not want to consume the D365 license. We want the user to have all privilege required to perform all task which administrator can do. Solution: Please follow below steps to create user Login to … Continue reading Access Dynamics 365 without consuming user License
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