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Session Id : l1Zr0GtsMEfSoaeAde2TFZ

Customer experience | Sales, Customer Insights, CRM

HIMBAP

Dynamics 365 Community / Blogs / Customer experience | Sales, Customer Insights, CRM / HIMBAP

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01 Jun 2023
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Connecting Azure Functions with PostgreSQL

Introduction: In the world of cloud computing, Azure Functions have become a popular choice for developing serverless applications. These lightweight, event-driven functions offer scalability and cost-efficiency, making them an ideal solution for ...

Mahendar Pal 45,095
16 Mar 2023
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Fetching incremental data from Navision for D365 CE

Requirement Let’s say we want to fetch incremental data from BC for CRM using Kingswaysoft. Details While working with CRM and BC integration using Kingswaysoft, let’s say we want to get incremental data from Navision, for example reco...

Mahendar Pal 45,095
16 Mar 2023
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Check Parent Entity Name From Child entity form D365 CE

Requirement Add validation on child entity form based on parent entity. Details Sometimes we want to check name of the parent entity in the child entity quick create form for validation. We can use JavaScript for this validation. For the demo let&...

Mahendar Pal 45,095
09 Feb 2023
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Overcome MultiCurrencyPlugin Issue D365

Problem The currency of the record does not match the currency of the price list. Details We have some custom workflow process which generates sales order which create sales order from customer asset. We suddenly started getting issue in sales ord...

Mahendar Pal 45,095
07 Feb 2023
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Enable Dynamics 365 2023 release wave 1

Recently Microsoft released plan for 2023 release wave 1, you can refer details for the release plan from https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/. This plan help you to know what are the new features planed during thi...

Mahendar Pal 45,095
01 Feb 2023
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Syncing product from Quotes to Opportunity

Requirement Quote product should be synched to opportunity when quote is activated. Implementations In traditional sales life cycle we create quote from opportunity which inherit all the opportunity data as well as products from opportunity. but s...

Mahendar Pal 45,095
31 Jan 2023
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Filtering Gallery using Radio Button

Requirement Implementing Gallery data filtering using radio button. Details let’s say we have requirement to filter gallery data based on the selection of the radio button like below To implement filter, I am using collection here and Datave...

Mahendar Pal 45,095
31 Jan 2023
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Embedded Canvas app Security- Quick Tip

Problem Embedded Canvas app not loading Details Recently some of the user reported that they are not able to use Canvas app which is embedded on the sitemap. While using embedded canvas we need to consider following User have all the required perm...

Mahendar Pal 45,095