Dynamics 365 Archives - Page 23 of 77 - - Page 23

Category Archives: Dynamics 365

How to use Expand Query in MS Flows

Introduction This blog explains how to use Expand Query (N:1 Relationship) in the Common Data Service List Records Connector. Steps to be followed: Initialize Variable of type string. Using Expand in list RecordsExpand Query: cf_Project($select=cf_projectname,cf_projectabbreviation) Here cf_Project is the Schema Name of Project Lookup field on location entity. Pass the field names of the project … Continue reading How to use Expand Query in MS Flows

Share Story :

Conversion of Time and Date in MS flow

Introduction We had a requirement where we wanted to create a price list with current date time with respect to current country. In this blog we will use the OOB date conversion functionality. Use Case : (UTC with ) We created a flow where we had used UTC now functionality but this was returning the … Continue reading Conversion of Time and Date in MS flow

Share Story :

Share Records in D365 CRM by Code

Introduction: This blog details steps how to share entity record in D365 CRM by Code. Scenario:  We have client requirement to share record with multiple set of Users in D365 CRM based on criteria selected by User on Form and needed to be automated. Implementation Step: Below code to be developed for OnCreate of record. … Continue reading Share Records in D365 CRM by Code

Share Story :

Calculated Field in Dynamic 365 CE

Introduction In this blog we will see how to use Calculated field. Use Case : Its common requirement of Project to set calculated date to specific date field by adding or Subtracting the no. of days. Implementation : Step 1: Let say we have date field in an Account Entity.   Step 2:  Create one more … Continue reading Calculated Field in Dynamic 365 CE

Share Story :

Order fulfillment notifications in Dynamics 365 Retail (Commerce)

Posted On December 27, 2019 by Admin Posted in

The order fulfillment operation in the point of sale provides a single work area in the point of sale that can be used to process orders. This includes everything from accepting the order, to marking it as shipped, or initiating store pickup. In my case we wanted a notification to appear on POS whenever a … Continue reading Order fulfillment notifications in Dynamics 365 Retail (Commerce)

Share Story :

Convert Email Body from HTML format to Text

Introduction: We had a requirement , wherein when an Email is received a Case will be created in CRM and the body of the email will be set the description of the case. However we faced a problem because the Email body was in HTML format so we have to convert it and set it … Continue reading Convert Email Body from HTML format to Text

Share Story :

Suspend(Hold) and Recall a transaction in the POS in D365 Retail(Commerce)

Point of sale (POS) users can suspend in-progress transactions, and then resume them later or on a different register. Transactions are often suspended to quickly free up a register for a different task without losing any progress on the current transaction. For example, a store associate starts to process a customer’s transaction on a mobile … Continue reading Suspend(Hold) and Recall a transaction in the POS in D365 Retail(Commerce)

Share Story :

Create An Editable Grid View In PowerApps

Introduction: In this blog, we will learn how we can create an editable Grid View in PowerApps. Steps: 1.Set up a gallery in your Powerapps.     Insert a new gallery – Insert > Gallery > Vertical 2.Add Data Source to the Gallery you added.    Go to Properties > Click Data Source you want. … Continue reading Create An Editable Grid View In PowerApps

Share Story :

Secure Input/Output in Power Automate Run History

Isn’t it just too easy to see from Flow (Power Automate’s) Runs what data was passed on? A simple switch in the Power Automate designer will secure this. Default Behavior By default, if you have access to the Flow, you can simply go in and see the inputs Secure Input / Output In the Flow … Continue reading Secure Input/Output in Power Automate Run History

Share Story :

RSAT (Regression Suite Automation Tool ) implementation and configuration for Finance and Operations

Purpose The Regression suite automation tool (RSAT) significantly reduces the time and cost of user acceptance testing. This tool enables functional power users to record business tasks using the Finance and Operations Task recorder and convert these recordings into a suite of automated tests without the need to write source code. Test libraries are stored … Continue reading RSAT (Regression Suite Automation Tool ) implementation and configuration for Finance and Operations

Share Story :

Secured By miniOrange