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Latest Posts
- How to identify if a row was created or modified in power automate flow and “Switch” accordingly?
- How to work around Business Closure time zone discrepancy?
- How to hide +New option from lookup fields in D365?
- How to work with custom help panes and guided tasks?
- How to work with Global Custom Help URL & Table Help URL?
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D365 – Manage Entity Properties
Managed properties only apply when you include an entity with a managed solution and import it into another environment. These settings allow a solution maker to have some control over the level of customisation that they want to allow people who install their solution to have. To set managed properties for an entity, select the entity and select Managed Properties on the menu bar.
Checkout the following video.
Posted in D365 Customer Engagement (CRM), Microsoft Dynamics 365
Tagged 365, dynamics, entity, manage, properties, YouTube
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Dynamics 365 – Enable Folder Tracking
This video describes how to Enable Folder Level Tracking in Dynamics 365.
Also See: https://youtu.be/ZSMFg_HY2Hk
Posted in D365 Customer Engagement (CRM), Microsoft Dynamics 365
Tagged crm, dynamics365, enable folder tracking
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Business Central – Retrieve GL Entries
This video discusses ways you can retrieve GL entries i Business Central.
Posted in Business Central, Microsoft Dynamics 365
Tagged business central, gl entry
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Business Central – Maintaining the Chart of Accounts
This video discusses how you can maintain the Chart of Accounts in Business Central.
Related Video: https://youtu.be/TQ1doBm-8TQ
Posted in Business Central, Microsoft Dynamics 365
Tagged business central, chart of account, maintaining
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Business Central – Assign Dimensions to GL Accounts
This video describes how you can tag G/L Accounts with Dimensions.
Posted in Business Central, Microsoft Dynamics 365
Tagged account, assign, business central, dimensions, gl
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Business Central – GL Account Categories
This video describes how you can maintain G/L Account Categories in Business Central.
Posted in Business Central, Microsoft Dynamics 365
Tagged business central, categories, gl account
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Business Central – Setup General Ledger
This video describes how you can setup General Ledger in Business Central.
Posted in Business Central, Microsoft Dynamics 365
Tagged business central, general ledger, setup
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Dynamics 365 – Configure Email Services
This video explains how to configure, Email Server Profile and to enable Server Side Synchronization.
Posted in D365 Customer Engagement (CRM), Microsoft Dynamics 365
Tagged 3656, configure, email, service
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Dynamics 365 – Hierarchy Security
This video discusses about Hierarchy Security in Dynamics 365. Hierarchy Security does not replace other security models, but helps you to extend security to record level.
Posted in D365 Customer Engagement (CRM), Microsoft Dynamics 365
Tagged 365, dynamics, hierarchy, security
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Dynamics 365 – Teams and Security Roles
This video describes how you can create a Team, associate users and apply security roles to that team. The security roles of a team are inherited by the associated users in Dynamics 365.
Posted in D365 Customer Engagement (CRM), Microsoft Dynamics 365
Tagged 365, crm, dynamics, roles, security, teams
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