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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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    Kyle Hill has become an evangelist of sorts for artificial intelligence, IoT, and bots in the contexrt of Dynamics 365 for Customer Engagement.


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    Summary 2018 was a busy year for Microsoft as they released many new features and restructured the entire Dynamics 365 platform to run on top of the Common Data Service. Along with these structural...(read more)

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    When you turn On PerTenantExtensionCop in Visual Studio Code and you forgot to create a Permissions.xml file, you get a compile error in your extension. In Visual Studio Code – > User Settings...(read more)

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    The new model-driven form designer (Preview) has some nice features added to it like Searching for fields in the form Tree View showing visual hierarchy of the controls for quick view and navigation inside...(read more)

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    I have seen multiple post on the community about edit method for dimensions . I have recently created one for my use in one of the requirement . Below is x++ code for it edit DimensionValue EditDepartmentInGrid...(read more)

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    Hi Readers,

    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.
    Read Complete Article »

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    What Is It? Do not get confused between a note & a post, They are two different things. With Posts you can get attention of other users to show some crucial information, they can be auto generated...(read more)

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    CRM for Oil and Gas

    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.

    Download Now


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    Today I will be discussing about one of the common issue of on premises gateway on powerapps. Below is the screen shot of the error. This issue might occur while connecting with sql and data could not...(read more)

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  • 12/24/18--02:55: Delegation in a canvas apps
  • Today I will be discussing about the delegation in a canvas apps. Delegation : It refers to the concept where power apps formulas expressiveness meets the need to minimize data moving over the network...(read more)

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    Microsoft Dynamics GPThis 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:

    Checkbooks

    The inactive checkbooks will be removed from the list.

    Only active Checkbooks

    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


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    A vendor invoice from a purchase order is an invoice that is produced when products or services are received according to a purchase order that was placed with a vendor. The vendor invoice contains a header...(read more)

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    In this blog I will discuss how you we can post pending vendor invoice. For that I have created a job and using PurchFormLetter_Invoice class which will post the invoice. Please see below screenshot and...(read more)

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    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

    1. Access to Microsoft Dynamics 365 online instance and Flow environment
    2. 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.
    3. Have an accessible Dropbox account.

    Walkthrough

    Here is the full Flow collapsed Flow:

    full Flow collapsed Flow

    1. Download the scaffold Flow solution here and import into your Flow environment
    2. Edit the imported Flow and set the following variables with values to match your environment:
      1. Client id & Dynamics 365 instance URL

        Client id & Dynamics 365 instance URL

      2. Set Dynamics 365 instance user name and password

        Set Dynamics 365 instance user name and password

      3. 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

        Set the target Dynamics 365 solution unique name and Dropbox target folder where the solution file will be created.

      4. 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

        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

    Once the Flow is activated, the target solution file will be created on schedule in the target folder


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    Overview The USD Accelerator is a pre-build Unified Service Desk configuration aimed at helping speed your USD project. This post will highlight the enhancements and bug fixes released in version 2_0_0_2...(read more)

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  • 12/24/18--07:02: 2018. Recap
  • 24 December 2018. 2 billion people in more than 160 countries celebrate Christmas today. 7 billion people will celebrate New Year in 7 days. Which means that it's no better time to recap current...(read more)

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  • 12/24/18--07:03: Merry Christmas!
  • I would like to wish all my readers a very merry Christmas and thank you for following my blog. There are stil a couple of more post coming this year, just to wrap things up. Hope to see you again next...(read more)

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    Come version 9.0 of Dynamics, Microsoft have introduced the Xrm.WebApi methods which have significantly eased out the task of making web api calls from the client side. However as we are all using this...(read more)

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    At times, users are unaware of the deprecation announced for D365 v9 version earlier in 2018 or simply, they’re not aware whether to look for deprecation announcements. One of the most common instances...(read more)

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    You can use events to design your application. Below are the benefits of using this model. You can lower the cost of code modifications and upgrades. You can customize functionality without modifying the...(read more)

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