In this blog we will see how to integrate Microsoft Teams with Dynamics 365 Solution Step 1- To enable Microsoft Teams in D365, Go to Settings –> Administration –> System Settings –> General Tab and flip the below highlighted options to Yes. Step 2- Once done, we’ll be able to see Collaborate button on the ribbon Step 3- Open a record and click on Collaborate Step 4- … Continue reading Integrating Microsoft Teams with Dynamics 365 →

To keep track of all your customer data in one place, you may want to import contacts, leads, or other record types into Dynamics 365 Customer Engagement (on-premises) from other sources, such as from an email program, a spreadsheet, or your phone. In this blog we will be looking on how to import bulk data … Continue reading Import Bulk Data using Excel Template in Microsoft Dynamics 365 CRM →

In this blog, we will see how we can show activities on Notes in D365 CRM.  Step 1 – Click on Entity and check marked Activities. Save and publish the Entity. Step 2 – Open Main form where you have added timeline, Double click on timeline notes and mark filter by as Show all. Save … Continue reading Quick Tip – Enable/Show Activities on Notes in D365 CRM →

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. In this scenario, a separate cash drawer isn’t reserved for each register. Instead, all registers can share … Continue reading Use of shared shift in a store with two or more terminals in D365 for Retail →

Introduction: When an appointment is closed in D365 CRM, the appointment is not editable. There can be a requirment when Users wish to edit the closed appointment and add some missing data. This can be achieved by adding a new button on the Appointment form. Solution: Add a new button and use below JavaScript. var … Continue reading Reopen Closed Appointment Using JavaScript in D365 CRM →

Let us consider below example as use case We have Plugin that triggers on Update of Contact Table and wanted to retrieve Customer related to Contacts. Customer is Lookup field on Contact Table. Hence here our target entity is Contact. Code – Entity targetEntity = (Entity)context.InputParameters[“Target”];   Guid ContactId = targetEntity.Id; Using the above code … Continue reading C# Code to retrieve lookup value id from target entity in D365 CE. →

Introduction: Drop shipment is used when the shipping on the items is done from the vendor directly to the customer without the item coming back home to your warehouse and you delivering them. Steps to achieve the goal: To do so first create sales order and then add field drop shipment which is of boolean … Continue reading How to work with Drop Shipments in Business Central? →

We added a new User in CRM, User has the System Administrator role but still were getting the below error. You do not have permission to view files in this location, Contact your Microsoft team owner or SharePoint administrator for access.  We did check User’s SharePoint access and, but it did not work. Solution – … Continue reading [Resolved]You don’t have permission to view files in this location, Contact your Microsoft team owner or SharePoint administrator for access. →

Sometimes we may feel the need to copy our data from one Microsoft Dynamics 365 CRM environment into another for scenarios such as moving data from UAT environment to production, copying data from Parent organization to Child, etc. This can be easily achieved by leveraging Tibco Cloud Integration’s simple and no code approach. Following is … Continue reading How to integrate entities from one CRM system to another using Tibco cloud integration →

In Microsoft Dynamics 365 Commerce version 10.0.16 and later, Retailers can define multiple modes of delivery that shoppers or sales associates can choose among when they create an order that will be picked up at a store. In this way, organizations can provide multiple pickup options to their shoppers.  For example, many retailers now offer … Continue reading Enable multiple pickup delivery modes for customer orders in D365 Retail POS(Commerce ) →