Sometimes we may get scenario wherein we have to make API calls to an entity from dynamics 365 Portals, so here is my blog that will guide you step by step to how to achieve the same. In CRM navigate to dynamics 365 Portals as shown below. Click on entity list as shown below Click … Continue reading Expose a CRM Entity to Make API Calls in Dynamics 365 Portal →

When a product can be sold, purchased or stored in more than one unit of measure, it’s important that you set up the correct unit of measure conversions. I recently came across an issue where the unit of measure conversions I created in HQ was not showing up on POS. As you can see in … Continue reading Unit Of Measure Issue in D365 Commerce (Retail) →

Go to Admin settings. Click on system settings After clicking on System settings, a popup opens, click sales tab as shown below. Select Yes in Customize close opportunity form and click ok, refer below image.

Go to Admin settings Click on system setting After clicking on System settings, a popup opens, click sales tab as shown below. Now, select no for Qualified lead experience refer below image.

Introduction: In this blog, we will learn how to Delete multiple records of CDS from the Grid.   Use Case: We have a requirement where there is a Grid of CDS Data Source, on clicking the Delete Icon on top of the Grid, it should delete every record which is selected through the checkbox which … Continue reading Delete multiple CDS records from Grid using PowerApps. →

Introduction: In this blog, we will learn how to hide fields from the form based on the Security Role of the Logged in User. Use Case: We have a requirement where there are some Fields in the form, which should be hidden to the users who does not have the Security Role as Manager. Steps: … Continue reading Hide certain Field of the form depending on Security Role of the User using PowerApps. →

Introduction: In this blog, we will learn how to filter a Lookup Field on the New Form. Use Case: We have a requirement where there is a Lookup Field on the form, which should only show those values whose Status is Active. Steps: 1. This is the form of Quote Product. We want to filter … Continue reading Filter a Lookup Field on New Form Using PowerApps. →

In this blog I am going to explain in brief about  the Purchase order approval mobile workspace. This workspace lets you view purchase orders and respond to them through actions. For example, you can approve or reject a purchase order. After a purchase order (PO) has been created, it might have to go through an approval … Continue reading Purchase order approval through a Mobile device in Microsoft D365 Fianance and Operations →

We can also import data through code in D365 FO. Data import through code in D365 works differently than Ax2012 since cloud services.  Import Class we are trying to import data from Excel to D365FO through the following code.   using System.IO; using OfficeOpenXml; using OfficeOpenXml.ExcelPackage; using OfficeOpenXml.ExcelRange;   class EmplAttendance { public void run() … Continue reading x++ code to import data from excel to D365 FnO →

In the case of D365 Finance and Operations when you approve purchase requisition by default system creates Purchase order with approval status as “Approved” as follows     To change this default behavior of system such that once purchase requisition is approved the approval status of the purchase order as a draft you can use the … Continue reading Customize Purchase order approval status →