If you find a mistake in a posted bank reconciliation, you can correct it using the Undo action on the Bank Acc. Statement page. Steps to undo a Bank reconciliation: 1. Go to ‘Bank Account’ from the global search icon. 2. Select the bank account for which you want to undo the statement. 3. Open … Continue reading Undo Bank Reconciliation in Business Central. →

Hi All, Have you tried setting Field level notification on the Form Header of the Record? Let’s consider an example, We have an Estimated Revenue field which should never be set a $0.00. Therefore, we must throw a notification error based on this validation. The formula for setting field level notification is generalized as follows, … Continue reading How to throw validation notification on Fields residing in Form Header →

CREATION OF ACCOUNTING PERIOD. Step1. Globally search “Accounting Period” and click on the related link. Step2. To create a new accounting period, select process and then click Create year. Step3. By default, system will have a starting date as per the last created accounting period. The no. of periods is 12 by default Period length … Continue reading Create Accounting period in Business Central. →

Every Option set Option has two Values associated with it :   Label Value –  which is a free text field.  Value – Which is an integer value as   In any Power Automate flow by default, we only get the integer value of an Option Set Option.  In this blog let’s see we can get a … Continue reading Get Option Set Labels in Power Automate flows →

I have a contact record with a role option set field with options Billing, Decision Maker, Client, Influencer.  The Requirement is to only show billing contacts i.e. contacts with role billing related to the account selected on the Opportunity in the lookup of the contacts on the Opportunities.  Let’s see how I to filtered the … Continue reading Filtering Entity Lookups based on field value →

In this blog we will see the steps in order to send a automated message via Teams as soon as an Opportunity is created in Microsoft Dynamics 365. Step 1: Go to portal.azure.com and select the Azure Logic App Resource. Step 2: Enter all the details such as the Name, Resource Group, Subscription, Region, etc. … Continue reading Send a message/notification on Microsoft Teams as soon as an Opportunity is created in Dynamics 365 via Azure Logic Apps. →

Hello,Consider a scenario where we need to have a table (entity) which is a replica of other table or you need some fields replicated into another table. This tool will save a lot of precious time. Let’s say I have a table called ‘Scoping’ and I want fields from that data replicated into another table … Continue reading Quick Tip – Duplicate Fields from a Table to another Table →

In this blog we’ll see how to integrate SharePoint with Dynamics 365. Step 1- Configure SharePoint Option in Dynamics 365 Document Management option. Go to Advanced settings -> Document Management. Step 2- In Document Management select “Enable Server-based SharePoint Integration” Step 3- Now in the pop-up screen provide SharePoint site location as “Online” then proceed … Continue reading SharePoint Integration with Dynamics 365 →

CUSTOMER POSTING GROUPS Customer Posting Groups determines the account receivables account.  1. In the search option, enter Customer Posting Groups and then choose related link. 2. In the Code Field, type unique identifier. 3. In the description field, type description of Customer posting group. 4. In each relevant account field, enter the G/L account  that … Continue reading Fields in Customer and Vendor Posting Groups in D365 Business Central →

In this blog, we’ll see how to create a button on ribbon by using ribbon workbench in XRM toolbox and on click, open quick create form. Step 1- Insert a ribbon button on any required record form using ribbon workbench on XRM toolbox. Step 2- Name the ribbon button (anything as required) Step 3- Add … Continue reading Adding a button on ribbon and on click, opens quick create form using ribbon workbench in XRM ToolBox →