Introduction: The requirement is explained in the Scenario below: Scenario: A Custom page called Collection Module-Per User has details of Customers Transaction. This Collection Per User page is a List page. The User will select the line and Click on Notes. Notes will written and saved. The user will Click on the Action button Send … Continue reading How to send Notes to the Customer from a Custom Page using an Action button in Dynamics NAV →

Introduction: In this blog we will be showing an example to attach the uploaded files to notes using the Xrm.Device.pickFile function in unified Interface in D365 v9.0 Implementation: Step 1: In this example we will create a button on the Contacts entity and we write a JavaScript function to trigger on button click. In Ribbon … Continue reading Xrm.Device.pickFile in D365 v9.0 →

Introduction: This blog explains how to Configure Alert Configuration in Microsoft Social Engagement. Steps to be followed: Go to Message Center Click on + to create alert configuration. Enter the following details: Name: Give name to your alert. Alert Type: select the type of alert  you want. Post alert/Trend alert Email recipients: Enter the email … Continue reading How to Configure Alert Configuration in Microsoft Social Engagement →

Introduction: Sometimes, stock Schedule Board doesn’t quite do justice by default to your bookings and how Dispatchers see this information today. Out-of-the-box information on a Bookable Resource Booking looks like this – What if you want to modify this information and show what’s relevant to Dispatchers? Modifying the Schedule Board: You can modify the details … Continue reading Customizing the Booking card information on Scheduled Board – D365 PSA/Field Service →

Introduction: After upgrade of dynamics CRM 8.2 to 9.0 jQuery start breaking or you will receive $ undefined error. This blog will explain how to resolve this issue jQuery ($) is not defined in dynamics 365 sales. Description: Currently we have upgraded our dynamics CRM from 8.0 to 9.0. We had lots of customization. Looking … Continue reading “$ undefined error” conflict issue in Dynamics 365 v9.0 →

Introduction: This blog articles explains the ability to add custom fields is available in platform update 13 and later. Creating Custom Fields: Process for creating a custom field and placing that field on a form: Navigate to the form where the new field is needed.  Click on Options and then Personalize this form  Click Insert … Continue reading Creating Custom Fields →

Introduction: In this article, we will walk through steps on how to authenticate Business Central API using Basic Authentication in Postman Pre-Requisite: Business Central account Business Central API Basic authentication in Postman: In Postman, make a GET request to Business Central base API URL. Base URL: https://api.businesscentral.dynamics.com/v1.0/api/beta For using Basic Authentication, we need to add … Continue reading Explore Business Central API through Postman using Basic Authentication →

Introduction: What is Positive Pay Export and Why it’s used? Positive Pay Export is a file that is given to the bank to verify the Cheques that have been printed. Whenever the company wants to issue any payment to Customer or a Vendor, it is done with the help of Payment Journals. After creation of Payment Journal … Continue reading Setup Positive Pay Export →

Introduction: This blog explains how to Create Approval Flow using Microsoft Flows.  Use Case: When work order is updated. (Trigger) Check condition:  system status: – open-completed and approved: -NO If condition satisfied: – Check Total amount: – If amount is greater than 1000       approval mail will be sent to approver.       … Continue reading Create Approval Flow with D365 conection →

Overview: Out-of-the-box, it is not possible to Book a task a on the Schedule Board, instead what you get at the easiest disposal is to allocate partitions of the Project to the resources and not the items from the WBS! Well, as a workaround, I’ve enabled the Project Task entity for Resource Scheduling using the … Continue reading Scheduling Project Tasks in Dynamics 365 PSA →