Kyle Hill has become an evangelist of sorts for artificial intelligence, IoT, and bots in the contexrt of Dynamics 365 for Customer Engagement.
Microsoft Dynamics Profile: Working to boost interest in the intersection of IoT and Customer Engagement
Updated Tools to Build and Configure Dynamics 365 Applications
Dynamics 365 Business Central : Al Code Analyzers #TurnOnCops #Extensions #Permissions
The new model-driven form designer (WYSISYG) in PowerApps for Model-driven apps (Dynamics 365 CE) Preview
MSdynD365FO : Edit method for dimension
MSDYN365BC - AL Development 06 - How to Develop Subscriber Codeunits?
I am sure everyone was able to publish your extension based on the Last article. If you haven't read the earlier article, then refer to the table of content.
As promised in the article we will add code to check Source of sales is filled in during the posting of sales order as per customer requirements.
The user should be able to select the Source of sales in Sales documents and its a mandatory field to key in before posting a sales document.
Let's try to add this Code to our extension.
A bit About “Post” In Dynamics 365 CE
How Lubricant Marketers Use CRM to Send Fuel Price Notifications
Lubricant Marketers, do you have a way to easily and automatically get fuel price notifications to your customers or prospects?
Fuel Price Notifications are a nice and simple way to get fuel prices in front of your customers and prospects and stay ahead of your competitors.
Since fuel prices can change every day, Lubricant Marketers use Fuel Price Notifications in CRM to blast out fuel prices to mass audiences.
This saves Lubricant Marketers a lot of time while helping them personalize fuel prices by territory according to territorial taxing and pricing based on economic shifts.
As a Lubricant Marketer, if you’re used to manual methods of reaching out to your customers one-by-one or even making calls to them one-by-one, which can last a few days of your work week, Fuel Price Notifications help you put everything together simply in less than a work day’s time (… much less).
With Fuel Price Notifications in CRM, you can include your company name, a fuel price quote, the date, and specific product markups.
Fuel Price Notifications will take care of filling in the rest of an email blast automatically in CRM for Lubricant Marketers.
The only thing Lubricant Marketers usually need to fill in themselves in CRM are any disclosures, and whether or not you want to include a sales rep’s name and contact information.
Fuel Price Notifications are a huge benefit for Lubricant Marketers.
By automating your fuel price notification process, you save more time on other tasks that require in-person attention as a Lubricant Marketer.
This is another great example of how CRM uniquely helps those in the Oil and Gas industry.
Discover other ways Lubricant Marketers are using CRM to meet industry demands, create new business, and stay ahead of the competition when you read,“11 Ways Lubricant Marketers Use CRM to Drive Success”, a new eBook by Ledgeview Partners.
Download it here.
On premises gateway is unreachable on PowerApps
Delegation in a canvas apps
Hands On With Microsoft Dynamics GP 2018 R2 New Features: Option To Not Display Inactive Checkbooks in Lookup
This post is part of the Hands On With Microsoft Dynamics GP 2018 R2 New Features series in which I am going hands on with the new features introduced in Microsoft Dynamics GP 2018 R2 (which was released on the 2nd October). I reblogged the new features as Microsoft announced them along with some commentary of how I thought they would be received by both my clients and I. In this series, I will be hands on with them giving feedback of how well they work in reality.
The sixteenth new feature is Option To Not Display Inactive Checkbooks in Lookup. This feature allows users to hide inactive checkbooks when performing a lookup.
When doing a lookup on Checkbook ID, click the blue bar above the list and select Exclude Inactive Checkbooks:
The inactive checkbooks will be removed from the list.
The setting is a per user one which is not remembered between logins, which will make it less useful if you have inactive checkbooks. I’m not sure how much use this function will be; perhaps my clients are unusual, but not that many of the have unused checkbooks. Sometimes this is because their main account will be a current account with a Checkbook ID of CURRENT
which will continue to be used even if they change banks.
Click to show/hide the Hands On With Microsoft Dynamics GP 2018 R2 New Features Series Index
Read original post Hands On With Microsoft Dynamics GP 2018 R2 New Features: Option To Not Display Inactive Checkbooks in Lookup at azurecurve|Ramblings of a Dynamics GP Consultant
Job to create pending vendor invoice through X++ code in D365FO
Job to post pending vendor invoice through X++ code in D365FO
Auto Backup Dynamics 365 Solution using Flow & Dropbox
Harnessing the scaffold suggested in my last post, I would like to suggest a simple way to automatically backup Dynamics 365 solution with Flow/Logic Apps.
The following Flow will allow you to copy Dynamics 365 solution file into Dropbox account on schedule for backup or any other purpose.
You can download the scaffold Flow solution here and import into your Flow environment. Then, update the necessary details according to the following walkthrough. The last Dropbox related Action is not included, you’ll add it yourself.
Prerequisites
- Access to Microsoft Dynamics 365 online instance and Flow environment
- Register Microsoft Dynamics 365 online instance in Azure AD and have the Application Id key ready.Make sure you set the oauth2AllowImplicitFlow as described here.
- Have an accessible Dropbox account.
Walkthrough
Here is the full Flow collapsed Flow:
- Download the scaffold Flow solution here and import into your Flow environment
- Edit the imported Flow and set the following variables with values to match your environment:
- Client id & Dynamics 365 instance URL
- Set Dynamics 365 instance user name and password
- Set the target Dynamics 365 solution unique name and state the Dropbox target folder name (where the solution file will be created).
Set false is the target solution is unmanaged, true otherwise - Add the Dropbox ‘Create File’ Action after the Parse JSON Action:
Authenticate to your Dropbox account to allow creating the solution File in the target folder
Once the Flow is activated, the target solution file will be created on schedule in the target Dropbox folder