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A one stop shop where the Microsoft Dynamics ecosystem can learn, share, connect and network with others within the Community. Peer to Peer discussions , product demonstrations, blogs & videos.

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    form save

    Microsoft has provided plenty of tools for use when out-of-the-box customizations fall short. Using custom web resources on forms can be a powerful tool, but it should integrate seamlessly with the form. To accomplish this, the web resource can hook onto the save of the form. This provides an easy way for users to interact across the different parts of the form without having to worry about multiple toolbars. In today’s blog, we’ll show you how it’s done!

    Let’s say we have a web resource that surfaces information from a different entity, or a different source all together, and allows user input. In just a few simple steps, we can save any data we need from the web resource at the same time as the form.

    1. Retrieve initial modifiedon information:

    var modifiedon = parent.Xrm.Page.getAttribute(“modifiedon”).getValue();

    2. Set up callbacks:

    parent.Xrm.Page.data.entity.addOnSave(function(context){

        //Trigger any necessary calls here

    });

    parent.Xrm.Page.getAttribute(“modifiedon”).addOnChange(function(context){

        modifiedOn = context.getFormContext().getAttribute(“modifiedon”).getValue();

    });

    3. Set modifiedon based on user interaction in the web resource:

    If(WebResource Needs To Save){

        Xrm.Page.getAttribute(“modifiedon”).setValue(new Date());

    }

    else{

        Xrm.Page.getAttribute(“modifiedon”).setValue(modifiedOn);

    }

    While the user interacts with the web resource, it is setting the modifiedon field to either the saved date or a new date. This will make the form appear dirty whenever the web resource requires a save, or other function call, to happen. Users will no longer know they are interacting with a separate web resource.

    We hope this comes in handy for you. For more tips and tricks – be sure to check out our blog!

    Happy D365’ing!


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    Another example of customer successfully upgraded to Dynamics 365 for Finance and Operations version 8.0. PCL Constructions implementation team is heavily relying on Automated Unit Tests to help with their...(read more)

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    Tenemos un producto nuevo tecnológicamente hablando, sin embargo, siento que su mayor fortaleza viene en mantener un proceso y una visión, es decir, para mi sigue manteniendo la filosofía...(read more)

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    Earlier when I had a task to show/hide button based on the result of data-retrieval operation I used following approach – declared variable, made synchronous call to endpoint, set that variable inside the callback and returned true/false result at the end of validation function. It worked but if the operation was long-running it caused blocking ...


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    Hi, Please find more information about Cumulative Update for Microsoft Dynamics NAV released in November 2018 below. Here you can find the download links. Cumulative Update 11 for Microsoft Dynamics...(read more)

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    Settle Clearing Entries (Postdated Check) Status Recently I face the issue that after posting of payment journal status of post dated check not changed from Open to Post. I have lots of R&D in this...(read more)

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    Whether your company manufactures and distributes tiny thimbles or giant earth-moving equipment, your needs are similar. On the manufacturing side of your business, you need to manage the shop floor. And...(read more)

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    Microsoft Dynamics 365/CRM Ledgeview Partners

    With any Microsoft Dynamics 365/CRM Release, there is a lot to learn, and October 2018 updates are no exception.

    You may have already read blogs from us about it, but this one will give you more key takeaways you should know about as a user or admin!

    Before reading, you may want to check out:

    Then, when you’re ready, let’s dive into the Preview Features that came with the October 2018 Release.

    As a reminder, Preview Features are features of Microsoft Dynamics that are not complete but are made available before an official release so that customers can get early access and provide feedback directly to Microsoft about them …

    This means that these features may not stick around in future releases, and are subject to change, so, although it’s important to test them out, it’s equally important to not become reliant on them.


    1. Microsoft Team Integration
    This feature will allow users to …

    • Utilize persistent chat sessions across teams and Dynamics 365 records
    • Share and co-author sales collateral with their teams
    • Store files in one central location

    2. Who Knows Whom

    This tool will help users identify other users in their organization to introduce to specific leads or contacts.


    3. Talking Point
    This will let users look at their past communications with customers and pull out specific “talking points” that may be irrelevant to the project itself, but important for building intimate customer relationships, like sports teams they’re interested in, family details, health concerns, etc.


    4. Quick Action
    To make the best use of this feature, you will want to set up Intelligence Insights within your App while you’re taking notes for your customer.

    Quick Actions will ultimately let you analyze these notes, and suggest actions like:

    • Task creation
    • Appointment creation
    • and much more

    5. Predictive Lead Scoring
    Predictive Lead Scoring will score a lead on a scale of 1, to 100 based on how likely they are to become an opportunity for your organization.

    Out-of-the-box, it considers from other entities like Account and Contact, or even Customer entities. Users can select and de-select from the model, enabling model customization and tuning.

    The Lead Score, Score Trend, and Top Reasons are available on out-of-the-box Forms and Views.


    6. Relationship Analytics
    When you combine the data of Dynamics 365, Microsoft Exchange Online, and LinkedIn InMail, Relationship Analytics can provide a more healthy analysis of deals, as it will now have more data to analyze.


    7. Dynamics 365 AI (Artificial Intelligence) for Sales App
    Sales leaders no longer need to dive through reports and analyses with the Dynamics 365 AI for Sales App, as it proactively provides insights from sales data.

    Dynamics 365 AI for Sales App is a homepage that provides managers with answers to common questions regarding performance insights, which help salespeople focus on chasing the right deals.

    It follows question and answer-based processing to conversationally ask questions, and get reports from sales data. Lead prioritization follows the predictive lead scoring model.

    Opportunity pipelines are analyzed using Relationship Analytics powered by Exchange Data.

    Sales team performance analyses and individual scorecards are provided; and, finally, Sales Activity Reports are generated using Relationship Analytics that bring data from Exchange and Dynamics 365 Graphs to complete them.


    8. Microsoft Call Intelligence
    This feature aids in coaching by connecting telephony call center recordings with the App.

    As a result, managers can generate conversation insights from it.


    To keep up with key Microsoft Dynamics 365/CRM updates and insight, be sure to join us for our next user group webinar.

    Register when you click on the image below.

    Microsoft Dynamics 365 CRM User Group Webinar


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    This is part 4 of a blog post series. Part 1 contains all the prerequisites, part 2 is about cloning the project and get your sandbox environment up running and part 3 is about build agents, and building...(read more)

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    If your outbound emails from AX have suddenly stopped working to external addresses you may need to change AX so that it provides a username and password when sending emails. This can be more involved...(read more)

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    Emergency Contact From the people page you see the “Emergency contacts”, manage and add new contacts from the three dots in the right corner (…) from there you register a new contact...(read more)

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    In Dynamics 365 v9, one of my favorite convenience features is the ability to pin the App for Outlook pane so it opens by default.

    But what if you are on v 9.2 and you do not see the pin option?

    1. Verify that you are running Outlook 2016/O365 Outlook Click To Run version.
    2. If your environment was upgraded from 8.2 to v9, reinstall the app for Outlook.

    (Facebook and Twitter cover photo by Lisa Woakes on Unsplash)


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    Jet ReportsThis post is part of a series of posts on implementing Jet Reports and is part of the Jet Professional sub-series. I’m a little late in posting this one, as I forgot to include it with the original series when I posted it.

    Jet Professional provides a number of database views which can be used to simplify reporting, rather than using the Microsoft Dynamics GP tables (the structure of which can be confusing to many users of Dynamics GP.

    However, the views are not deployed automatically, but need to be deployed after the first client has been installed. To deploy the views, log into Microsoft Dynamics GP and then start the Jet GP Updater which is in the Jet Reports installation folder:

    Windows Explorer

    Verify the information on the Connection tab which has defaulted in; if any changes are required, make them and then click Next:

    Jet GP Utility - Connection

    Decide what should be added; I’ve gone for everything, but you could limit the deployment down to just the Jet Views if desired.

    I would recommend including the Friendly Names and Jet date table as these can also make it easier to create reports.

    Click Run to begin the deployment:

    Jet GP Utility - Add

    Click Yes to proceed with the deployment when prompted:

    Confirm deployment

    The deployment will probably take a few minutes, once it is complete click OK:

    Jet GP Utility - Results

    Click Close to close the Jet GP Utilities:

    Jet GP Utilities

    The views will now be available for use in Jet Professional.

    Click to show/hide the Implementing Jet Professional Series Index

    Read original post Implementing Jet Professional: Deploying Jet Views at azurecurve|Ramblings of a Dynamics GP Consultant


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    Hi Readers,

     I hope till this time everyone would have tried creating and publishing extension on Business Central
    on-prem Version.

    If you haven't then start and learn how to do that. If you already started doing this you might be getting an error message while publishing extension.

    In this article, we will discuss how to fix NetFx40_LegacySecurityPolicy issue.

    Read Complete Article »

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    Episode 35: “Speed and Performance” I’m always baffled by people who are determined to implement solutions that slow down their Dynamics 365 environment on purpose. One good example is...(read more)

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    Most clients are now upgrading their D365 Online from 8.2 version to the newer 9.0 / 9.1 versions. Now, I know D365 App For Outlook is the way to go. However, some clients want to stick their classic flow...(read more)

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    Introduction: In our previous blog we have seen how to create Power BI reports using Dynamics 365 connector. In order to publish Power BI report, you must have a Power BI service account associated with...(read more)

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    Tested on: Dynamics 365 version 9.1, Project Service Automation solution version 3.1, Unified Interface I have previously written a blog post about preventing Time Entries in Dynamics 365 Project Service Automation when a resource’s Project Team Member Role is different than the Role being used for a Time Entry. Another requirement that occasionally comes up is preventing Time Entries when a resource selects a Role that is not defined for him/her on the Bookable Resource Category Assn entity...(read more)

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  • 11/13/18--05:05: Getting a list of write-offs
  • A few months ago, when I first started this #TipTuesday series, one of my first posts was around writing off small customer balances. A reader posted a comment last week with a great question: how do you get a list of invoices written off (for an audit, for example)? What I am going to describe below is what would work if you record write offs using the Write Off Amount field in GP or use the Write Off Documents routine I describe in the blog linked above. The key is this is looking only for documents with a “write-off” amount.

    The easy way…

    My favourite way to do this would be to use the out-of-the-box Receivables Transactions SmartList. If I can do something with a SmartList, it’s my go to solution 90% of the time. Out of the box Dynamics GP reports often have the information but they need a fair bit of editing (modifying) to make them nice to read, in my opinion.

    The out of the box Receivables Transactions smartlist is a great starting point for a simple list of write offs. Here’s what I did to get this list:

    Add & remove some columns

    First, I started with the * default SmartList favourite. I clicked on Columns on the toolbar and made the following changes:

    1. Remove the Sales Amount field (in my world, that’s pre-tax so not useful).
    2. Add the “Original Trx Amount” and “Write Off Amount” currency fields. If you use multi-currency, you might want to add the “Originating <field>” version of the same fields which would display the amounts in the originating currency.
    3. Add the field “Date Invoice Paid Off” if you want to search based on dates written off. **

    ** one big caveat here: this field is not one I would normally rely a lot on. From my experience, it will be fairly accurate for something like this, where the write-off is more-than-likely the “most recent” transaction applied to that invoice. Write-offs by definition are usually writing off the remaining balance of a document, hence, the date of this activity would be the date the invoice was “paid off”. Test it out prior to relying on it entirely.

    Enter your search criteria

    The first criteria would be “Write Off Amount” and “is not equal to” and $0. That will give you all documents with a write-off amount, using the actual Write-off functionality as described at the top of this post.

    From this, what you may get is both invoices and credit memos. So, the second criteria I would suggest including is “Document Type” and either “is equal to” with Sales/Invoices from the drop down list or you could go with “is not equal to” and Credit Memos (and potentially another line with Document Type “is not equal to” and Cash Receipts since write-offs can occur during that type of transaction entry too.)

    Lastly, you likely will need a date range. This is where the “Date Invoice Paid Off” field will come in handy, most of the time at least. It will (or should) be the date of the write-off. The Document Date field will be useless as that is the date of the invoice itself, not the write-off.

    What is missing with this approach? A few things, as already noted. There is also the fact that this approach assumes there is only 1 write-off per invoice and that it was the most recent thing. For example: if a write-off was agreed to (with the customer) prior to an invoice being paid off, and then later the customer paid the rest of the balance, this too might show up on your smartlist because “it has a write off amount” and the date the invoice was paid off (literally) may fit in your range. So… it’s not perfect!

    The hard way…

    If the simple approach above doesn’t work or if you need more solid information, the hard way to get the data like this would be to create your own SmartList and join data from both the Receivables transaction tables and the Apply tables. I would pull in all credit types of documents with a write off amount and the corresponding sales invoice and debit types of documents that credit document was applied to. The dates would be “true” if using posting dates from the documents that triggered the write-off. The complicating factor here is the potential for a 1:many linkage if 1 credit memo was used to write off amounts on more than 1 invoice.

    Planning and testing is required to ensure you have the right fields and links for what you want to accomplish! This one I will leave as a teaser because I want to do a little more work on getting the right data pulled together for an example and I’ll post a part 2 for this (next Tuesday).

    Stay tuned!


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    Many online businesses have web forms that visitors fill-in such as contact forms, registration forms, survey forms etc. Ideally those leads out to come in to your Microsoft Dynamics 365 CRM automatically...(read more)

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