Problem Statement: I have a requirement where the contents of the General Journals are to export to Excel and also can create new entries by importing the same Excel file as well. A major troublemaker is the dimensions as only Dimensions 1&2 ate stored in tables and can be validated easily but 3-8 are set … Continue reading Multiple Production Tenant in Dynamics 365 Business Central →

Creating a pro forma invoice on dynamics 365 for finance and operations is a pretty straightforward task. A pro forma invoice is a crucial financial document that people use in businesses. In a nutshell, a pro forma invoice is more or less like an estimate that companies share with their client before sending them the … Continue reading Print pro-forma invoice in Dynamics 365 Finance and Operations →

So, since adoption of Unified Interface is growing, people are asking – “What happened to the Ribbon icons?”. Well, a simple answer to this is tweaking the implementation a little. Typically, you have custom icons on your classic Web UI that look like this – But the same looks like a puzzle piece in the … Continue reading Setting Ribbon Icons on the Unified Interface in D365 →

Problem Definition: Post upgrading to V3 I faced issues while importing the time entries from my Resource bookings. This was not the case with V2. In V2 when I went to Import Time Entries from Resource Bookings, it used to pick up all the time entries that were in Active State. Resolution: The resolution to … Continue reading Resolution to bulk import Time Entry issue of importing Cancelled Time Entries in PSA V3.X →

If you want to set the alternate key to detecting duplicate record based on lookup it was not earlier. If you want to have duplicated detection based on you would not be able to that you have to write a plugin to get that result. Description: You can now achieve a duplicate detection rule by … Continue reading Defining the Aternate Key with Lookup/Entity Reference →

Introduction Sometime there is requirement where we need to set a null value based on certain condition. We usually use script to set the null value this can be achieved using the workflow. Description: To set the null value of you need to create a new workflow. Follow the below steps. Go to setting —> … Continue reading How to Set up a null Value Using the Flow →

There is good news for people who were using Dynamics 365 Project Service Automation (PSA) with the latest update. Microsoft allows it’s users to make adjustments to time entry using the plain journal entry in the past. For example, if a user wants to adjust the time entry from one to three hours, they have … Continue reading Time Entry Adjustment in Journal with PSA V3.7 →

So, I struggled some time in trying to make something just work as it was supposed to work. And for no conscious reason, I was able to figure out why. As to why my Quote wouldn’t save and auto generate the usual Quote ID? It kept asking me to enter it! Problem OOB, Quote ID … Continue reading Why blank locked fields won’t let you save the record – Quote ID example →

Introduction: This blog explains how to Count No of files in SharePoint folder using MS Flow. Steps to be followed: Select “Send an HTTP request to SharePoint” from Actions.  Enter below details:Site Address: Select the site address from the list. Method: GETUri: _api/web/GetFolderByServerRelativeUrl(‘LibraryTitle/foldername’)/ItemCountExample: _api/web/GetFolderByServerRelativeUrl(‘account/CFS Organization_584732FD1267E911A997000D3AA2C8D1‘)/ItemCount-> It will count the no of files in “CFS Organization_584732FD1267E911A997000D3AA2C8D1” folder. Output … Continue reading Count Number of files in SharePoint folder →

Project management teams use an array of products to manage different projects that they manage. They also use various tools or software to take care of tasks such as time tracking, raising invoices, etc. It is wise to use a PSA or Professional Service Automation software instead to do all the activities mentioned above with … Continue reading How CPA Firms can Increase their Profitability & Productivity Using Professional Services Automation (PSA) Software →