Introduction: In this blog article, we will see how we can post the journal by using code. How to do? Create a new method and write below code. In this code you declare object of Class ‘LedgerJournalCheckPost’. This class will use journal buffer and post it. public void postJournal(LedgerJournalTable ledgerJournalTable) { LedgerJournalCheckPost jourPost; jourPost = … Continue reading Post Ledger Journal using X++ in D365 Operations →

Introduction: In this blog we will demonstrate how to send custom emails using SendGrids API. Scenario: If we want to send custom emails to customers stored in Dynamics 365 with different email body for every customer based on their data stored in CRM, it is not possible to do so by using the normal Email … Continue reading Send Custom Emails using SendGrids API →

Introduction: At times, you are asked to assign certain CRM records to other users and you just have to do it as a part of the process. But let’s face it, you still wonder what might have happened to the record after you assigned it to them but your security roles won’t let you access … Continue reading Keep access to Assigned records in D365 →

For every sales person, getting a signed contract from the client is a euphoric moment. You finally closed the deal, and everything seems right. But the process after winning the deal is cumbersome for many of us. This article documents how we made this process a lot less painful through MS Flow and the D365 … Continue reading Using MS Flow and D365 App For Outlook To Track Proposals and Win Opportunities Without Leaving Outlook →

Introduction: This blog explains how to set a default chart in a view’s Chart Pane Scenario: We have created custom chart on order named as Order by printing status. We want this chart should get open when user click on charts pane Steps: Go to Customization –> Order –> Charts. Click on More Actions –> Export Chart. … Continue reading How to set a default chart in a view’s Chart Pane →

Introduction: In this blog we will be going through the steps of Error Handling in Microsoft Flows. Implementation: Step 1: We have created a basic flow that is triggered when a HTTP POST Request has be made to the generated URL. The body will contain a JSON array with some data The flow will then … Continue reading Error handing in MS Flows →

Introduction: This blog explains How to Update field value based on the current stage of Business Process Flow. How to Trigger workflow when Business Process Flow is finished. PART A: Scenario: We have a custom Business Process Flow with 4 stages on Order entity. Whenever user changes the stage of Business Process Flow status field … Continue reading Update field value based on the current stage of Business Process Flow and trigger workflow when Business Process Flow is finished. →

Posting restriction feature allow to determine whether specific user or user groups can post only journals that they create. You can use Journal names for posting restriction setup. Navigate to  General ledger > Journal Setup  > Journal names. Select Journal names for which you want to apply Posting restriction. Click on Posting restrictions button To set up posting restrictions … Continue reading Posting Restriction for Journals- Dynamics 365 Finance & Operations →

Background: One of the frequent requests we continuously get from our clients is for someone else to do Time entries on behalf of other resources. We know that this can be done using Delegations feature in Dynamics 365 PSA. You can read more about delegations here written by another D365 PSA Expert – Priyesh Wagh … Continue reading PSA – Create Time Entry Delegations for all resources →

Stages of Invoice Schedules are changed behind the scenes as you perform actions on the Invoice of the Contract. Let’s see what we have got here – So, when an Invoice Schedule is Ready for Invoicing, it will be considered in the Invoice you’ll end up creating. Now, if you create the Invoice for that … Continue reading Contract Invoice Schedule Status Change on Invoice Actions →