Introduction We had developed a functionality for Dynamics CRM v8.2 on Quote Entity by adding a custom button and on clicking a button we run a report, capture its contents using JavaScript, convert it to a PDF and attach the PDF to an Email Record. Below shown is the code snippet quoteInvoice = { runReportToPrint: … Continue reading [SOLVED] “Corrupted report PDF generated using JavaScript” in Dynamics 365 V9.0 →

Introduction: A “shared shift” configuration lets retailers have a single shift across multiple registers, cash drawers, and users. A shared shift has a single starting amount and a single closing amount that are summarized across all cash drawers. Shared shifts are most typical when mobile devices are used. In this scenario, a separate cash drawer … Continue reading Configuration of Shared shift in Dynamics 365 for Finance and Operations(Retail) →

Introduction: In this blog I’ll be demonstrating few features of Business Central October Release[RC3]. Pre-requisite: Microsoft Dynamics 365 Business Central October Release[RC3]. Demonstration: 1.Refreshed User Experience Improved Card Page Layout. Improved List Page Categorized Actions. Changed position of New,Edit, Delete as well as Previous andNext buttons. 2. Improved Productivity Advanced filtering with multiple column filtering: Limit … Continue reading Features of Business Central October Release →

Introduction: This blog details steps for Run Report button on Project Entity in D365 PSA. Pre-requisites: 1. Ribbon Customizations solution installed in environment. Steps: Below are steps to configure Company Insights on custom form “FSA Account” for Account Entity 1. Create a new solution for Ribbon Customizations. Add project entity in the solution. 2. Add Another … Continue reading Enable Run Report button on Project Entity in D365 PSA →

Introduction: Dynamics 365 has two different type of form one is classic and other one is UCI. Now sometimes we want certain field to be visible on UCI and some on classic form. Description: We had a requirement where we wanted to show certain field on UCI, but it should be hidden on classic form. … Continue reading Hide UCI in Dynamics 365 →

Introduction: Item Cross reference is useful to quickly identify the items that were ordered by a customer or that you are purchasing from a vendor on the basis of item numbers other than your company. You can use Item Cross reference on Purchase Order, Sales Order, Purchase Quote and Sales Quote Steps: Following are steps to … Continue reading Item cross reference Dynamics 365 Business Central →

Introduction: Work Hours mentioned under a User/Bookable Resource aren’t the same as they show. Ever wondered what is Cross Day on Work Hours for a Bookable Resources in Dynamics 365 PSA or Field Service? Or even User record for that matter? And why not the actual Work Hours a resource is set to? You should … Continue reading Timezone effect on Work Hours →

Scenario: We had created the custom Business Process Flow on order entity which was visible on web client but not in UCI. For making it visible in UCI we must add that Business Process Flow in App. Steps: Create new solution and add Existing App which you are using in that solution. Add Custom Business … Continue reading Custom Business Process Flow is not showing in UCI →

Introduction: In this blog we will use MS Flows to send out Surveys to customers once the Status Reason on the case is “Problem Resolved”. Implementation: Step 1: Below shown is the configuration of the flow. The flow is triggered once the Status Reason field in the case is changed. The statuscode is 5 which … Continue reading Get Feedback from customers after Case is resolved using MS Flows →

Introduction: A “shared shift” configuration lets retailers have a single shift across multiple registers, cash drawers, and users. A shared shift has a single starting amount and a single closing amount that are summarized across all cash drawers. Shared shifts are most typical when mobile devices are used. In this scenario, a separate cash drawer … Continue reading How to use shared shift in a store with two or more terminals in Dynamics 365 for Retail →