In this blog we will see how we can open a PDF document on click of button from a record in CRM Let say we have User Guide button on Lead Entity and on click of User Guide button, a PDF document which is User Guide document should be open in next tab. Solution Create…
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…
A company with multiple legal entities is often faced with expense and accounting challenges. The good news is that Dynamics 365 Finance has tools built-in that can make solving such challenges as easy as point-and-click. Today, we’re going to examine a specific challenge brought to our team by a client: entering expenses for projects done…
Microsoft Dynamics 365 Finance and Operations allows adding a new dimension to an existing account structure. Go to General ledger > Chart of accounts > Dimensions > Financial dimensions > Click ‘+New’ Under ‘Use values from,’ select where the values should come from In the ‘Dimension name’ field, enter the name of the new dimension…
Clients often ask how to view all sent emails from within Business Central. Dynamics 365 sends emails through the associated Outlook account, or the account set up in email scenarios, and these emails can be accessed in the sent mailbox of either account. However, clients may not always have access to these accounts to troubleshoot…
Microsoft Dynamics Business Central offers a powerful solution for managing job costs and prices by utilizing work type codes. By assigning work type codes, you can easily manage resource rates based on various factors such as location, type of work, and more. With Business Central, you have the ability to set up a general rate…
Until recently it was not possible to put a vendor on hold for purchase orders only in Dynamics 365 Finance and Operations. Instead, the vendor had to be put on hold for all transaction types, which meant that you were unable to process outstanding invoices and payments, which was not ideal in some cases. Now,…
With OData actions we are able to invoke operations in Data Management. This way we can start import and export jobs or query various data elements. This is useful when we want an external application or user to create files on demand. In this example I am using the OData actions to export data to a spreadsheet and…
The upcoming Dynamics 365 Business Central 2023 Wave 1 version introduces an important server change: the NST server now runs on .NET 6. This is a huge improvement to the entire platform expecially in terms of performances and resource optimizations: Up to 30% faster AL runtime The NST is using less memory But this new…
Across Dynamics 365, Power Platform, and Viva Sales, we’ve introduced, and will continue delivering, a cascade of AI capabilities to help businesses and individuals achieve more. Earlier this month, we announced Dynamics 365 Copilot, a collaboration with OpenAI that uses large language models to provide AI-powered assistance across business functions. For instance, a smart news insights capability for Microsoft…
