The Retail statement functionality in D365F&O is the process that puts everything together and makes sure transactions from POS flows into D365F&O HQ.   If you are using shift-based statements, a statement will be calculated when the shift is closed. Using shift-based closing can be tricky, but I highly recommend doing this! After the statement is … Continue reading Automated statement Posting in D365 Retail (Commerce) →

Use Case – One of my requirements is to disable the field on click of button Reopen Project on Project form. Let’s see how we can achieve this. Solution – Create Web resource and add below function: Here my function name is “markFieldsReadOnly“. Create Solution in CRM which contains only a single entity on where … Continue reading Disable field on Click of Button in D365 CE using JavaScript. →

In this blog, we will learn how to create an Azure Function App to connect it with Dynamics 365 CRM and perform the CRUD operation in Dynamics 365 CRM. First, we will create an Azure Function project for Dynamics 365 CRM from Visual Studio, and below are the steps for the same. Open Visual Studio … Continue reading Let’s get started with Azure Function for Dynamics 365 CRM: Part 1 →

Many customers use Azure Active Directory (Azure AD) to manage user credentials for those services. In those cases, the customers might want to use the same Azure AD account across applications. Before a store worker can use an Azure AD account to sign in to the POS application, the Azure AD account must be associated … Continue reading Sign in Error on POS because of Azure AD account is not mapped in D365 Commerce (Retail) →

In this blog we will see how we can change the currency format in D365 CE. We are using the Currency field named Price on Account form and we wanted to price in XX,XX,XXX.XX format Let see how we can achieve this. Solution: Go to Settings and click on Personalization settings. After clicking on Personalization … Continue reading Change Currency format in D365 Customer Engagement →

Using the POS screen layout designer is a tedious work and very likely you would not want to do this in every environment over and over again. For this particular task of moving POS screen layouts, here are the steps to follow: In Data Management, Click on Export. Add following entity list  for POS design … Continue reading How to Import and export Layout designs and receipt format of POS in D365 Commerce (Retail) →

If you’re using a Tier-2 sandbox or production environment that has application version 8.1.2.x or later, you must initialize Commerce Scale Unit before you can use retail channel functionality for point of sale (POS) operations that use Retail Server in the cloud. Initialization will deploy a Commerce Scale Unit (cloud). Prerequisites: Deploy a Tier-2 sandbox … Continue reading How to Initialize Commerce Scale Unit (cloud) from LCS in D365 Commerce(Retail) →

If you want to track a user who has opened records of any specific entity then you are on the right blog because today we are going to see how we can do simple customization to track the user activity of who has open which record for how many times. Step 1: Create an Entity to track … Continue reading Track an Entity record form opening / retrieve activity by system user in Dynamics 365 CRM →

There are two ways to deploy the SSRS reports in D365 for finance and operation. The first choice would be to deploy the report directly from Visual Studio. Open the Build menu, click Deploy. Alternatively, in Solution Explorer, right-click the report project and then click Deploy. In Solution Explorer, right-click the report and then click … Continue reading D365 FO: Different ways to deploy SSRS Reports →

Requirement: The user will create the record from the Quick Create and on change of specific field, the record should automatically save. Whenever the record will be saved it should open the created record. In our scenario, we are going to use the Account Entity. When the user will enter the main phone data in … Continue reading Autosave quick create a form record on fields change and open the created record →