In D365CE the Price List entity is an organization owned entity. This means that price lists are not owned by individual users or business units. Because of this ownership model, we can’t control visibility of using standard security roles. By default, all users in the organization can view all price lists, regardless of their business unit or role. Recently, I… Read more »
Requirement Recently, We worked on an interesting requirement in Dynamics 365 CE Sales app where the customer wanted to close an Opportunity as WON directly when the user clicks the final stage in the Business Process Flow (BPF). However, the requirement was not as simple as just closing the Opportunity.There were a few important business validations that we had to… Read more »
When working with Dynamics 365 Sales, it’s important to understand how currency behaves across related entities like Opportunity, Quote, Order, and Invoice. This understanding can save you from frustrating errors in the integration and data mismatches later in the sales process. Whenever you create a new sales record (for example, an Opportunity, Quote, Order, or Invoice), D365 CE automatically assigns… Read more »
Recently, while working with the Field Service app, we ran into a strange issue. Every time we tried to create a new Account with address information, the system threw an error: At first, this message didn’t tell us much as this is generic message. A “403 Forbidden” usually means something is blocked or not authorized, but I was using Sys… Read more »
Details In Dataverse, when we create a new table, we define a Primary Name column. This column’s value is what appears in lookup fields. For example, if I have an Account lookup in my table, it will show the Account Name, because ‘Account Name’ is the primary column for the Account table. By default datatype for this column is Single… Read more »
Normally, writing a plug-in is a requirement when working on any Dynamics 365 CE implementation. The number of plug-ins written depends on the complexity of the implementation. In the early days, before the citizen developer era 🙂 , writing a plug-in required .NET knowledge. But now, even citizen developers can write plug-ins without any .NET knowledge and that what we… Read more »
Details Sometimes we have requirement to open entity form or I will say refresh complete form from a custom dialog. Normally while we want to refresh complete form, we use Xrm.Navigation.openForm to open entity form. We can use following code to open entity form. In above code we can pass entity name and entity id, it will open entity records,… Read more »
Requirement A very common requirement I see many times where CE developer need to auto populate party list or other field on the email form at the time of create. This post will provide sample code which for the same. Details Let’s say we are working on the quote entity and when we will create email from quote entity using… Read more »
Introduction In today’s data-driven world, integrating powerful analytics tools like Power BI with your Dynamics 365 CE can significantly enhance decision-making processes. Embedding Power BI reports directly into Dynamics 365 CE as system dashboards provides seamless access to actionable insights without leaving the CE interface. This article will guide you through embedding a Power BI report as a system dashboard… Read more »
Introduction Copilot in Dynamics 365 Customer Engagement (CE) is a powerful feature that assists users in various tasks, from data entry to suggesting relevant actions. However, there may be instances where you need to disable Copilot features for specific environment. In this guide, we’ll walk you through the process of disabling Copilot in Dynamics 365 CE, ensuring a smoother user… Read more »
