Introduction: Automation APIs provide capability for automating company setup through APIs. Here we are going to use the Automation APIs to create a new company in the Microsoft Dynamics 365 Business Central and then view the existing companies information using the same. Pre-requisites: Microsoft Dynamics 365 Business Central Postman Steps: 1. Create a Company: To … Continue reading Use of Automation APIs to create new companies and view existing in Business Central →

Steps to Perform Transfer Out on Dynamics 365 for Retail: Go to Picking and Receiving –> click on + icon and click Transfer out. Select the store to which you want to transfer out, Delivery date and mode of delivery. Add or scan all the products and its quantity. Click on + icon to add … Continue reading Picking and Receiving – Transfer Out for Dynamics 365 Retail POS →

Setting up custom status messages in Microsoft Teams was awaited for long but it is finally here. As Microsoft released Teams as Skype for Business replacement it was also right to say that Microsoft Teams must have the useful features of Skype for Business. Since the feature of setting up custom status messages was available … Continue reading Now set custom status message in Microsoft Teams →

I have led several Office 365 implementation projects from scratch like from migrating emails to Office 365 to implementing various features of Office 365. When it comes to choosing the Office 365 subscriptions, I have seen that many of the organizations go with Office 365 Business Premium or Office 365 Business Essential subscriptions as both … Continue reading Features of Office 365 Business ‘Essential’ & Business ‘Premium’ →

Time based E-mail subscription feature is available for all Power BI Reports and Dashboards, For both in Power BI Pro and Premium Subscriptions. Now, you can set up an email subscription to run daily, weekly or any specific day of the week. Also, you can schedule for a particular time of the day. You have … Continue reading Time Based E-mail subscription in Power BI →

Introduction: In Dynamics 365 Business central, an item can be marked as blocked for sales, blocked for purchase and you can block it from being posted in any transaction. Block inventory items for sales: Choose the search icon, enter Items, and then choose the related link. Select the item that you want to block, and then choose … Continue reading Item Blocking in Dynamics 365 Business Central →

Introduction: There have been instances where we feel the need of deleting some records in bulk. I was looking at options of doing advanced search and saw that there were 500+ records showing up. Also, at a time Advanced Find allows to delete 50 records in one go. We definitely needed a better option and … Continue reading Bulk Delete Allocations in CRM →

Introduction: In this article, I will explain the steps to enable on-demand workflows [JG1] in Dynamics 365 for Customer Engagement’s Unified Interface. With the release of D365CE apps version 9.0, Microsoft has introduced a new user experience – UCI, Unified Client Interface, or Unified Interface – which uses responsive web design principles to provide an optimal … Continue reading Run on-demand workflows in Microsoft Dynamics 365 for Customer Engagement UCI Apps →

Introduction: ERP solutions are complex and hence it is significant for any enterprise to analyse the necessity and extract the complete understanding of the solution so as to derive the full benefits of it internally before it decides to deploy one. Having said this, Microsoft Dynamics 365 is one such platform which rather offers a … Continue reading Comparison between D365 Business Central & D365 Finance & Operations →

Introduction: I have worked on several D365 Retail implementation projects. The largest one being for one of the clients in South Asia who was a sports goods retailer and owned several stores across the region. Just in case any body needs introduction, Dynamics 365 for Retail provides mid-market and large retailers with a complete head … Continue reading Store Code Set up Manual Process In D365 Retail →