SQL Scripts for Microsoft Dynamics GP: Trigger to Activate Horizontal Scroll Bars for New Users
This script is part of the SQL Scripts for Microsoft Dynamics GP where I will be posting the scripts I wrote against Microsoft Dynamics GP over the 19 years before I stopped working with Dynamics GP. This script creates a trigger which activates horizontal scroll bars for new users as they are created. /*Created by Ian Grieve of azurecurve | Ramblings of an IT Professional… Continue Reading Ian Grieve’s Article on their...
Release Plans for Dynamics 365, Power Platform, Microsoft Cloud of Industry
Hello Everyone, Today I am going to share microsoft all release plans i.e Dynamics 365, Power Platform, Microsoft Cloud of Industry. Let’s get’s started. Do you want to see all the release plans for wave1 and wave2 then click here You can also see Archived release, and Release Planner too. That’s it for today. I hope this helps. Malla Reddy Gurram(@UK365GUY) #365BlogPostsin365Days Source...
Dynamics 365 Finance & Operations: ¡Entendiendo las Nuevas Actualizaciones de Servicio!
Hola a todos los entusiastas de Dynamics 365. Hoy, vamos a sumergirnos en las últimas actualizaciones de servicio de Dynamics 365 Finance & Operations. Si eres un usuario regular o un administrador de este sistema, es esencial que estés al tanto de estos cambios. ¡Vamos allá! ¿Qué está cambiando en Dynamics 365 F&O? Microsoft ha introducido cambios significativos en el calendario… Continue Reading Juan Bravo’s...
Flow-tastrophe? Conquer Flows with a smile using Flow Execution History
Introduction A common query arises these days: why utilize the Flow Execution History tool when Microsoft provides its own set of debugging tools within the Power Automate portal? The answer lies in a straightforward truth: those acquainted with Microsoft’s user interfaces for debugging are familiar with the challenges they can pose. Often, these interfaces are a work in progress, making the… Continue Reading Dynamics...
Dynamics 365 CSU – Cache is king
In the Dynamics 365 eCommerce project we where implementing a pricing logic that was quite complex and required many steps to calculate a price. The prices are unique for each customer, product, and other aspects, and the prices had to be calculated each time and in real-time. But calculating prices are a time- and compute … Continue reading Dynamics 365 CSU – Cache is king Continue Reading Kurt Hatlevik’s Article on...
{How to} Set Power Apps Standard Settings
Hello Everyone, Today I am going to share how to set Power Apps Settings. Let’s get’s started. Power Apps behaves based on its settings, lets see what they are? When you open power apps and on ribbon you will see the settings, click on it. Settings: 1. General 2. Display 3. Upcoming features 4. Support General : General settings will have what is the name of Power App, description about it, App icon, icon your...
Latest update on Preview release of D365F&O
Customers can take up to four service updates per year and are required to take a minimum of two service updates per year. Customers can choose to pause one update at a time. Pausing a service update can apply to the designated user acceptance testing (UAT) sandbox, production, or both environments. After the pause window ends, and if the customer hasn’t self-updated to a supported service… Continue Reading...
{Do you know} How many activity types needs to be activated per table?
Hello Everyone, Today i am going to share how many activities types needs to be activated per table in Dynamics 365 CE Apps. Let’s get’s started. Have you ever faced delay in loading the timeline? It is yes then according to Microsoft Selecting more than 10 activity types will slow down your timeline. So always try to choose below 10 activity types per table. That’s it for today. I hope this helps Malla Reddy...
Microsoft Power Apps – Solutions filter Preview feature
Microsoft has released a new preview feature to filter the Solution types in Dataverse. Follow the below steps to check this preview feature. Step 1: Login to Power Apps Maker Portal and Click on Solutions. Power Apps No Description Step 2: You can see Unmanaged, Managed and All filters under the Solutions and click on the filters to see the Solutions. I hope you liked this new feature. Please like and share your valuable feedback on...
Cool Excel reports @ D365 HR
This two out-of-the-box reports are available for you to start using right away from Dynamics 365 Human Resources: Seniority list report and Workers hired in period report. Power BI embedded reports provide similar data, but won’t let you extract the results to Excel – I know you HR people, you love Excel. Let’s start the process. Log into Dynamics 365 Human Resources, and go to Personnel… Continue Reading Ana...
SQL Scripts for Microsoft Dynamics GP: Extract Payables Transactions from All Companies
This script is part of the SQL Scripts for Microsoft Dynamics GP where I will be posting the scripts I wrote against Microsoft Dynamics GP over the 19 years before I stopped working with Dynamics GP. This script was written for a client to extract Payables transactions from all companies tnto a temporary table; the script is run from the system database (typically called DYNAMICS) and selects… Continue Reading Ian Grieve’s...
Pay for Performance
Today we are going to explore a feature that combines two interesting areas from Human Resources processes: compensation and performance. In this article we will discover the magic within Dynamics 365 Human Resources and Pay for Performance functionality. The main reason why Pay for Performance exist is for those cases where organizations want to combine employee performance to salary… Continue Reading Ana Inés Urrutia’s...
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process Multiple Inventory Put-aways Using a Batch Job
This post is part of the In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central. In a previous article of this series on understanding inventory put-aways, I mentioned there was three… Continue Reading Ian...
{How to} set up Guided Channel Setup in Dynamics 365 Customer Service
Hello Everyone, Today i am going to show how to set up Guided Channel Setup in Dynamics 365 Customer Service. Let’s get’s started. Suppose you want to configure how the customers can contact your business either Email or Case in Dynamics 365 Customer Service. How do you do that? Login into Customer Service Hub an choose the Customer Service Admin Center. Then click on the Guided channel Setup. There are 4 steps which needs...
Dynamics 365 Business Central: Cloud Migration and permission sets.
When moving Dynamics 365 Business Central customers from the on-premises platform to the online platform, the absolutely recommneded way to do that process is by using the Cloud Migration toolset provided by Microsoft. With this set of tools, you can manage cloud migration from Dynamics 365 Business Central online through a connection to the on-premises database and various components that… Continue Reading demiliani’s...
SQL Scripts for Microsoft Dynamics GP: View for Payables Transactions Extract
This script is part of the SQL Scripts for Microsoft Dynamics GP where I will be posting the scripts I wrote against Microsoft Dynamics GP over the 19 years before I stopped working with Dynamics GP. This script creates a view on payables transactions which was created for a client who was migrating from Dynamics GP to another ERP system. /*Created by Ian Grieve of azurecurve | Ramblings of… Continue Reading Ian Grieve’s...
How To Install Microsoft SQL Server 2022: Available Editions
This article is part of the series on How To Install Microsoft SQL Server 2022; I do not claim to be an expert on SQL Server and this series is installing SQL Server in a development/testing/demo environment. If you’re installing SQL into a production environment there will be additional work required to harden the SQL Server and avoid security issues. There are a number of editions of… Continue Reading Ian Grieve’s...
{How to} enable case forecasting(Preview) in Dynamics 365 Customer Service
Hello Everyone, Today I am going to share how to enable case forecasting in Dynamics 365 Customer Service. Let’s get’s started. Login into Dynamics 365 and choose Customer Service admin center App. Case forecasting(preview) Manage configuration for case forecasting. At least 2 weeks of historical case records are required to generate a forecast. Enable case forecasting = ON. Basic forecasting configuration: Forecasting...
8 Ways To Use Standard Event Based Triggers In Your Realtime Journeys
There are three out of the box standard triggers that relate to Events in Customer Insights Journeys (D365 Marketing). One for an Event Registration Created, one for Event Registration Cancelled and one for an Event Check-In. When building your Journeys to cover an Event, all three can be used in a combination of ways and in different places. This post will walk through when they can be used… Continue Reading Megan V....
Validating current user privileges on the client side
Let’s say one has a scenario when some UI element (field, section, tab) has to be enabled/disabled or set to hidden/visible or functionality within PCF Component depending on some privilege of the current user. This post will demonstrate the code that might be used to check the particular privilege available to a user. This article … The post Validating current user privileges on the client… Continue Reading Andrew...
Free up storage space – Dataverse / Dynamics 365
Recently for setting up a new environment, we created a new sandbox environment and copied the production environment to it. Next, we had to reduce the storage space occupied by this new environment. We followed the below steps These steps allowed us to decrease the Database Usage from 110 GB to 65 GB. And File … Continue reading “Free up storage space – Dataverse / Dynamics 365” Continue Reading Nishant...
DDMRP : Buffer value calculation and dynamic adjustments
After the first posts regarding the DDMRP and Inventory Positioning and buffer level calculation, let’s see how we can automatize the buffer calculations and adjust them afterwards. From the Item Coverage, let’s tick the Buffer values over time (this will blank defaulted the Min, Max and Reorder point) and move on. We will let the system calculate the buffer values. Under the Buffer… Continue Reading Yohann ROLLAND’s...
SQL Scripts for Microsoft Dynamics GP: List General Ledger Transactions (Excluding Year End Journals)
This script is part of the SQL Scripts for Microsoft Dynamics GP where I will be posting the scripts I wrote against Microsoft Dynamics GP over the 19 years before I stopped working with Dynamics GP. This script returns a list of posted General Ledger journals, excluding the BBF and P/L journals created by the year end closing process. /*Created by Ian Grieve of azurecurve | Ramblings of an IT… Continue Reading Ian...
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Put-away from the Source Document
This post is part of the In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central. In a previous article of this series on understanding inventory put-aways, I mentioned there was three… Continue Reading Ian...
{How to} turn on unified routing in Dynamics 365 Customer Service
Hello Everyone, Today i am going to show how to enable unified routing in Dynamics 365 Customer Service. Let’s get’s started. Login into Dynamics 365 and choose the Customer Service Admin Center App. Turn on the Unified Routing = ON For more information about the benifits and prequisites click Here That’s it for today. I hope this helps Malla Reddy Gurram(@UK365GUY) #365BlogPostsin365Days Source...
Use Copilot to create a journey – Dynamics 365 Marketing
We can make use of Copilot to create a journey for us, using everyday conversational language. To enable it, navigate to Settings >> Overview >> Feature Switches >> Journey (Copilot) Let us see it in action, by creating a new journey record. We get the option to select predefinedexamples to start with. Here we have … Continue reading “Use Copilot to create a journey – Dynamics… Continue...
Dynamics 365 Business Central connector and Managed Identity with Azure Logic Apps.
I’ve received two time the same request from partners this week about the same topic, so probably this is something that should be cleared to everyone. In Azure Logic Apps workflows, some triggers and actions support using a managed identity for authenticating access to resources protected by Azure Active Directory (Azure AD). When you use a managed identity to authenticate your connection,… Continue Reading...
Sally in HR has a Business Problem – Part 7
In our last episode, The Forkleworks team presented their solution to Sally in HR’s Business Problem to the Acme Team. Over the course of the following three weeks, Marlik and Itor had several calls with Sally and Art, making sure all their assumptions were correct and that… Continue Reading Steve Mordue MVP’s Article on their blog Sally in HR has a Business Problem – Part 7 – Steve Mordue MVP In this...
SQL Scripts for Microsoft Dynamics GP: List GL Accounts With Notes
This script is part of the SQL Scripts for Microsoft Dynamics GP where I will be posting the scripts I wrote against Microsoft Dynamics GP over the 19 years before I stopped working with Dynamics GP. This script returns a list of General Ledger Accounts with notes and which have been used on posted GL transactions. /*Created by Ian Grieve of azurecurve | Ramblings of an IT Professional… Continue Reading Ian Grieve’s...
How To Install Microsoft SQL Server 2022: Series Index
I’ve been creating a new dev/demo/test environment recently and have already posted some articles about how I install and configure Windows on the servers; as I am also installing the latest version of SQL Server, I decided to cover this in a series as well. I do not claim to be an expert on SQL Server and this series is installing SQL Server in a development/testing/demo environment. If… Continue Reading Ian...
{How to} Enable Enhanced Full Case Form in Dynamics 365 Customer Service
Hello Everyone, Today I am going to share what is the significance of Enhanced Full Case Form in Dynamics 365 Customer Service. Let’s get’s started. In the Dynamics 365 Customer Service – Agents create and work on multiple cases and need to switch between multiple screens to view customer details or refer to past cases and prior interactions. At the moment agents can upload attachments and capture notes during...
Boosting sales efficiency with Sales Copilot in Microsoft Dynamics 365 CRM
Say hello to Microsoft Sales Copilot – it’s like a buddy for folks who sell things. This friendly helper is all about making your work easier and helping you do a better job with your customers. You can find Sales Copilot in places where you usually work, like Outlook, Microsoft Teams, or Dynamics 365 Sales. It even works with other systems like Salesforce. Sales Copilot does a lot of things to save time. It takes care of tasks...
Using xMultiple along with User Multiplexing for improved performance – KingswaySoft SSIS Integration Toolkit (Dataverse / Dynamics 365)
Let us continue our previous post, where we observed performance improvements by using User Multiplexing Now let us try making use of the xMultiple feature (CreateMultiple, UpdateMultiple, and CreateMultiple messages) of the CRM / CDS Destination Component. We have updated the Batch Size to 100 to trigger the xMultiple However this time we got the … Continue reading “Using xMultiple along with… Continue Reading...
SQL Scripts for Microsoft Dynamics GP: List GL Transactions
This script is part of the SQL Scripts for Microsoft Dynamics GP where I will be posting the scripts I wrote against Microsoft Dynamics GP over the 19 years before I stopped working with Dynamics GP. This script returns a list of General Ledger transactions between the specified years. /*Created by Ian Grieve of azurecurve | Ramblings of an IT Professional (http://www.azurecurve.co.uk) This… Continue Reading Ian Grieve’s...
Sally in HR has a Business Problem – Part 6
In our last episode, the Acme team talked to Forkleworks, a Microsoft Power Platform partner, and several discoveries were unearthed. It was agreed that pursuing a relational database approach would provide a better solution, and the team was waiting on cost estimates from… Continue Reading Steve Mordue MVP’s Article on their blog Sally in HR has a Business Problem – Part 6 – Steve Mordue MVP In this episode,...
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Inventory Put-aways
This post is part of the In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central. In order to use inventory put-aways, there is only one setting which needs to be configured, but it needs… Continue Reading Ian...
Set Advisor Program Preview in Dynamics 365 CE Apps
Hello Everyone, Today i am going to show how it looks when an advisor program is enabled in your organisation. Suppose if your organisation is enabled the Advisor Program(Preview) feature in your organisation so when a user from the advisor program logins in then the user will be prompted with a slide whether you want to volunteer to help other makers at your organisation. The user has to be click the notification as available...
Sally in HR has a Business Problem – Part 5
In our last episode, Sally and Art got approval from Rupert to engage a partner to help with Sally’s app. Sally had sent the spreadsheets she was hoping to replace, over to Forkleworks, and Scott had set up a call to review their findings. The online meeting Scott had… Continue Reading Steve Mordue MVP’s Article on their blog Sally in HR has a Business Problem – Part 5 – Steve Mordue MVP In this episode,...
Use Content Ideas Copilot to generate email content ideas (Dynamics 365 Marketing)
Content Ideas Copilot can be used to quickly generate content ideas for emails based on topics (key points) and tone specified. To enable it, navigate to Settings >> Feature Switches >> Email Editor (Copilot) To see it in action, create or open an email record, and open the Copilot panel from the right panel or … Continue reading “Use Content Ideas Copilot to generate email content ideas… Continue...
{How to} use Distill Web Monitor on Dynamics 365 Apps
Hello Everyone, Today i am going to show how to use DISTILL WEB MONITOR on Dynamics 365 Apps. Let’s get’s started. Suppose you have a requirement to monitor a solution deployment then how do you normally do that by visiting frequently on the browser. Now with the DISTILL WEB MONITOR you can enable the tool and monitor your deployment on it. Download tool from here Open your environment where you want to monitor and...
{How to} add custom button on the ribbon button on Dynamics 365 CE Apps using XRMTOOLBOX
Hello Everyone, Today i am going to show how to add custom button to the ribbon on Dynamics 365 CE Apps using XRMTOOLBOX. Let’s get’s started. Suppose you have a requirement to add a report to the custom button on the Dynamics 365 CE App. How do you that? Open XRMTOOLBOX and connect to your environment and add the solution into it. Drag the button the menu and give it a name and publish, all changes will appear on the...
{How to } generate ribbon metadata in Dynamics 365 CE Apps
Hello Everyone, Today i am going to show how to generate ribbon metadata in Dynamics 365 CE Apps. Let’s get’s started. Suppose you have requirement of issue ribbon command bar often casused by missing or incorrect ribbon metadata. A button on the command bar is hidden when it should be visible. A button on the command bar is visible when it should be hidden. A button on the command bar is not working correctly. A command...
SQL Scripts for Microsoft Dynamics GP: list of Open Payables Distributions
This script is part of the SQL Scripts for Microsoft Dynamics GP where I will be posting the scripts I wrote against Microsoft Dynamics GP over the 19 years before I stopped working with Dynamics GP. This script returns a list of Payables distributions for transactions with a current transaction amount not equal to 0. /*Created by Ian Grieve of azurecurve | Ramblings of an IT Professional… Continue Reading Ian Grieve’s...
Microsoft Artificial Intelligence enhancing Customer Experiences
Image created with Midjourney A recent Gartner poll of over 2,500 executives, showed that 38% saw customer experience and retention as the primary purpose of their generative artificial intelligence (AI) investments. Significantly ahead of revenue growth (26%), cost optimization (17%) and business continuity (7%). With that in mind, let’s look at the history of Microsoft’s commitment to AI… Continue Reading Paul Harrison’s...
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Inventory Put-aways in Basic Warehousing
This post is part of the In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central. As I mentioned in this article on the different levels of inventory and warehouse management, put-aways… Continue Reading Ian...
Power Automate: changes in the HTTP Connector
Have you ever used the HTTP connector with Power Automate? I think the naswer is YES because it’s (at least in my opinion) one of the most used in every real-world projects. The HTTP Connector has a trigger called When an HTTP request is received that permits you to trigger a Power Automate flow from external applications. In the past I wrote a post about this trigger where I’ve talked… Continue Reading...
How to show the Power Automate complete Expressions?
By default, whenever we work on Expressions in the Power Automate, it will not show the complete expression, unless you hover on it or clicked on the Expression to see in the Expression window. This will definitely kill our time to understand the expressions on hovering it or copying and pasting the expression to a Notepad. I found a beautiful way to overcome and show the complete expression on load of browser page and will explain...
Installing Updates For D365 Marketing AKA Customer Insights Journeys
Quick little post for you on a few changes when you manage and are installing updates for D365 Marketing (yes, I know, Customer Insights Journeys but I still can’t let go of it yet). The process is pretty much the same, but the screens are definitely different, AND there is now a place to manage ALL environments which is great for a System Administrator wanting to keep all environments up to… Continue Reading Megan V....
Transition to using Standard Tests for availability tests in Azure Application Insights
In the past I talked about the possibility to monitor the availability of a Dynamics 365 Business Central tenant (or any other web resource) by using URL Ping Tests with Azure Application Insights. You can see the post at the following link. This type of availability test is also useful when using Azure Functions to avoid the cold start of a consumption instance, like explained in this… Continue Reading demiliani’s Article...
Business Central vNext (v23) – The “new data model”
This is just going to be a brief post, because there have been other blogs about this topic – I just wanted to add a small piece on top of it ;-). Our two Italian friends Stefano and Duilio already wrote some blogs about the upcoming performance improvements regarding the new feature in Business Central, that includes a new data model for table extensions. In Short: in stead of having a… Continue Reading...