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Working with the Analysis view in Business Central

, January 29, 2021279 Views

What is Analysis view? There are 2 global dimensions which help to analyze the data in the whole Business Central system. The Analysis view is used to set multiple dimensions to use with the Account Schedules. The global dimensions are available in the account schedule, so we can run our reports/income statement and we can […]

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Power BI > USERELATIONSHIP Vs. CROSSFILTER

, January 21, 2021477 Views

Power BI has different DAX functions using which we can have our results in many different ways. As far as the result is concerned, it doesn’t matter which road we take to reach the destination but, we would always strive to get the most optimal solution. We often need bi-directional relationships to let the filters […]

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Creating Appointment of Dynamics 365 for Sales with Plugin which would reflect in Outlook Calendar as a reminder.

, January 21, 2021442 Views

There are some requirements at times when we need to book Appointment in Dynamics 365 for Sales on creation of Lead with prospective Client every other day or similar other requirement, for such scenarios scheduling Appointment manually may seem to be tedious at times, so there is always a need to automatically create it from […]

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Connection to Dynamics 365 and SharePoint Authentication Using ClientId & ClientSecret: Part 2

, January 12, 2021759 Views

In our previous post, we saw what needs to be done in Azure and Dynamics 365. Now we will see the code part. Before we start with coding, the below nuget package should be installed. Nuget Package: Microsoft.CrmSdk.XrmTooling.CoreAssembly Reference link: https://www.nuget.org/packages/Microsoft.CrmSdk.XrmTooling.CoreAssembly For installing the package, open the Visual Studio -> Tools -> NuGet Package Manager […]

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Connection to Dynamics 365 and SharePoint Authentication Using ClientId & ClientSecret: Part 1

, January 8, 2021597 Views

I have come across various requirements from clients where it was more feasible to go with creating the C# console application for bulk processing the records in D365 CRM based on complex scenarios like updating the closed case entity records or uploading the files to SharePoint at specific location, or any scenarios that needed custom […]

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