Introduction In a previous article, we delved into valuable resources and integration options for Dynamics 365 CE and Shopify. Today, we will discuss integration process utilizing Shopify Webhook and Azure Function. Details As we are going to discuss approach for integration using Webhook and Azure function so let’s first understand what is Webhook and Azure Function. Webhook Webhook is based… Read more »
Introduction For those familiar with Dynamics 365 Customer Engagement (CE), the opportunities for integrating it with various applications are well-known. When deploying Dynamics 365 CE for an organization utilizing e-commerce platforms like Shopify, the integration of these robust solutions holds immense potential to boost productivity and foster growth. Today, we will discuss about options to integrating Dynamics 365 CE with… Read more »
Introduction In Dynamics 365 CE, the audit feature plays a pivotal role in tracking data changes for compliance, security, and analytical insights. Sometimes we need to get Audit data based operation and specific entity. This blog will provide you sample code to get data from Audit using C#. Understanding Dynamics 365 Audit History Dynamics 365 CE’s Audit History provides a… Read more »
Requirement In Dynamics 365 Customer Engagement (CE), managing data is crucial for maintaining a clean and efficient database. When we delete records, out of the box auditing feature can help to see audit information of the deleted record but what if we want to see the reason why this record was deleted?. With a simple customization, we can implement this… Read more »
Introduction We know there are many out of the box fields created when we create a custom entity, but do you know when you create specific data type fields, some hidden fields are created using the field name. Today we are going to discuss that. Details Let say we need to create two fields first one “Location” in my entity… Read more »
Requirement As we know in Dynamics 365 CE, Business Process Flows (BPF) play a pivotal role in guiding users through predefined stages of business processes. These stages can vary from depending on the customer requirement for example we may have requirement to complete specific stage or specific data field before creating Quote and let’s say because of this requirement we… Read more »
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 various use cases. Recently we got one such requirement where we need to read PostgreSQL database view and need to update data in Dynamics 365. We used Azure… Read more »
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’s say when someone will try to create contact record from subgrid under Account we want to display a… Read more »
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 records modified in last 2 minutes or so. In that case we need to have a datetime field in the NAV table which… Read more »
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 order creation. When I started troubleshooting I found this error is generated by MultiCurrencyPlugin While troubleshooting I checked all the… Read more »