Introduction: Microsoft flows can be used to automate many workflows across multiple applications and services. This is basically designed for non-developers. To create a flow, the user specifies what action should take place when a specific event occurs. In this blog, we will have a look on how we can add the attachments from the … Continue reading Move Attachments from Tracked Email to SharePoint using Microsoft Flow →

Introduction: Vendor invoice journal helpful to post purchase invoices that are not associated with purchase orders. Examples of this type of invoice include expenses for supplies or services. Steps: Go to Accounts Payable > Invoices > Invoice journals Click on new button, select name of the journal and enter a description in description field. In … Continue reading Vendor Invoice Journal-Dynamics 365 Finance and Operations →

In D365 Business Central user can cancel or correct posted invoices.  Once the invoices are posted in the system the user can go to posted Sales/Purchase invoice using Global search. Once the Posted Invoice screen opens in the menu ribbon, there is a menu for correct.  On clicking of that menu there would be two … Continue reading Cancel or correct the posted invoices in D365 BC →

In this blog article, we will see how we can create Fixed Asset Journal using X++. Write below code to create Journal Header in LedgerJournalTable Table and Lines record in LedgerJournalTrans and LedgerJournalTrans_Asset Tables. public void createFixedAssetJournal()     {                LedgerJournalTable ledgerJournalTable;         LedgerJournalTrans ledgerJournalTrans;         LedgerJournalTrans_Asset ledgerJournalTrans_Asset;         Assettable assetTable;         ledgerJournalTable.initValue();         ledgerJournalTable.JournalNum   … Continue reading Create Fixed Asset Journal using X++ →

Introduction: Lot of D365 Administrators would have observed that we no longer see the Organization Insights solution on AppSource anymore. This is because you can now see the Organization Insights on the new Administration portal for D365. New D365 Admin Portal! There is new portal for D365 Administration which is in preview. You will see … Continue reading New D365 Admin portal and new way to access Organization Insights →

In this blog article, we will see how we can create a Fixed Asset using code based on AssetGroupID. Add below code in class to create a Fixed Asset, public void createFixedAsset(AssetGroupId assetGroupId) {         AssetTable assetTable;         NumberSeq numberSeq;         assetTable.initValue();         assetTable.assetGroup = AssetGroupId;         //Initialize Number Seq for Asset Id         numberSeq … Continue reading Create Fixed Asset using X++ →

Introduction: In this blog , I will demonstrate the use of SSL certificates to help secure connections over a wide area network (WAN),  connection from the Business Central Web Server to the Business Central Server.  Business Central can support the following configurations: Chain trust, which specifies that each certificate must belong to a hierarchy of certificates … Continue reading To make the Business Central WebClient Accessible Externally →

Introduction: You might receive alert “The Team member position has already been filled” while submitting a request for an actual resource. Description: I was working on a project and we use PSA solution for resource management. Some Team Members was already added in project with “Generic Resource” and we wanted to replace resource with actual … Continue reading Resolve “The Team member position has already been filled” error →

Introduction: Once a User exports a report to Microsoft Excel from a Microsoft Dynamics CRM environment, they may want to further filter the report in Microsoft Excel. Issue: An issue I came across recently was that the report, when exported to Excel, would not allow me to filter in Excel for the first few columns, … Continue reading Filter Error In Excel While Exporting SSRS Report From D365 CRM To Excel →

Introduction: Quite simply put, some of the embedded dialogs like the Advanced Find, Merge Records, Assign & Edit record windows which are not by default visible on the Unified Client Like when you multi-select records, you can’t see the typical Merge, Edit buttons on the ribbon. Here’s how you enable them. System Settings: In your … Continue reading D365 Unified Interface: Enabling embedded legacy dialogs →