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Category Archives: Dynamics 365

How to Acquire a Fixed Asset from Purchase Requisition in D365 Finance and Operations

In this Blog, we will learn how to Acquire a Fixed Asset from Purchase Requisition (PR). The method that we are using for this process is: Purchase Requisition > Purchase Order Creation > Purchase Order Invoice > Fixed Asset. Prerequisites In the fixed Asset Parameters, Under Purchase Order Enable Allow Asset Acquisition from Purchasing. Step … Continue reading How to Acquire a Fixed Asset from Purchase Requisition in D365 Finance and Operations

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Regression suite automation tool (RSAT) for D365 Finance and Operations, Commerce

The Regression suite automation tool (RSAT) is used to reduce the time and cost of UAT (user acceptance testing) of finance and operations.  UAT is typically required before you take a Microsoft application update, or before you apply custom code and configurations to your production environment. RSAT lets functional power users record business tasks by … Continue reading Regression suite automation tool (RSAT) for D365 Finance and Operations, Commerce

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Latest purchase price option in the released product in D365 Finance and Operations (SCM)

In this blog, I’m going to showcase to you the impact of the latest purchase price parameter on the item purchase price. Enable the latest purchase price for any product. So whenever new purchase order is created for a product with a specific price or different price, and in case the price of the product … Continue reading Latest purchase price option in the released product in D365 Finance and Operations (SCM)

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Dynamics 365 New Store Commerce App Overview, Setup, and Installation

This blog explains how to configure the Microsoft Dynamics 365 Commerce Store Commerce app and applies to Microsoft Dynamics 365 Commerce version 10.0.25. The Store Commerce app in Dynamics 365 Commerce is the next-generation offering for physical stores. It combines Modern Point of Sale (MPOS) and Cloud Point of Sale (CPOS) into a single application, … Continue reading Dynamics 365 New Store Commerce App Overview, Setup, and Installation

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Dynamically filter required Fields/Columns from a Record’s BPF and Form and apply Requirement to those fields

Hi Everyone, Let me explain this topic with an example of a scenario that you might encounter. I’ll walk you through how to complete this scenario in a concise manner below. Use Case Let’s say you have a Table (Entity) with or without multiple Business Process Flows (BPFs) that include some required Fields and even … Continue reading Dynamically filter required Fields/Columns from a Record’s BPF and Form and apply Requirement to those fields

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Cancel the running flows with JavaScript code

We will look at how we can use JavaScript to cancel flows that are running without canceling each flow manually. To do this, follow the steps below. Let’s look at a scenario where we are seeing the flows that are in a running state and are not terminating. Click on All runs, this navigates you … Continue reading Cancel the running flows with JavaScript code

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Download SSRS report as a PDF with Power Automate – Part 2

In this blog, we will see how to extract the value for PdfDownloadUrl so we can load it into another request and get our PDF.

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Download SSRS report as a PDF with Power Automate – Part 1

In this blog, we will see how to retrieve PDF Download URL from the console using the SSRS report. Step 1 – Create a new flow and set the trigger to Manually trigger a flow. Step 2 – After you have your trigger, you need to add two inputs to it, Report Name and Report XML. Step 3 … Continue reading Download SSRS report as a PDF with Power Automate – Part 1

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How to configure Mailbox and set Regarding with in Outlook?

These are the following requirements for enabling D365 for Outlook.  License that includes Outlook Email Exchange services  Mailbox configured in D365 CRM  Steps Below are the steps to approve the mailbox configuration of the Outlook add-in – Go to Advanced Settings -> Email Configuration 2. Select Mailboxes 3. Select the User you want to configure … Continue reading How to configure Mailbox and set Regarding with in Outlook?

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Switching of Forms using Option Set field in Javascript

Use Case – To Switch form based on the value selected from option set field. Steps – 1. We have a Option Set field – “Lead Type“ Based on the Option selected – the form will switch For example – “PMO Member” – On change of the option, it will switch to PMO Member Form … Continue reading Switching of Forms using Option Set field in Javascript

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