Category: Dynamics 365

What Is Dual-Write and How Do You Integrate It with Microsoft Dynamics 365 CRM?

by Srinath Pega, posted in Dynamics 365, Finance & Operations

What is Dual-Write? Dual-write is an out-of-the-box Microsoft integration feature. It enables real-time data synchronization between Dynamics 365 CRM and Dynamics 365 Finance and Operations. The synchronization is bi-directional. Microsoft Dynamics 365 Customer Engagement (CRM apps like Sales, Customer Service, Marketing) Dynamics 365 Finance and Operations (ERP apps like Finance, Supply Chain Management) It ensures … Continue reading What Is Dual-Write and How Do You Integrate It with Microsoft Dynamics 365 CRM?

Microsoft Dynamics 365 API Access token in Postman

by Srinath Pega, posted in Azure, Dataverse, Dynamic AD Group, Dynamics 365, Finance & Operations, Microsoft Entra ID, Power Platform

Introduction Dynamics 365 Online exposes Web API endpoints, making integration simple. The most difficult part, though, is authenticating since Dynamics 365 Online uses OAuth2.0. Every HTTP request to the Web API requires a valid access bearer token that is issued by Microsoft Azure Active Directory. In this blog, I will talk about how to use … Continue reading Microsoft Dynamics 365 API Access token in Postman

Dynamics 365 Business Central Integration with Dynamics 365 Sales

by Srinath Pega, posted in Business Central, Dataverse, Dynamics 365, Power Platform

Introduction Microsoft Dynamics 365 Business Central integrated with Microsoft Dynamics 365 Sales can give your salespeople that insight. The integration lets people view Business Central information while working in Dynamics 365 Sales. To connect and sync data with other Dynamics 365 applications Integrating the Dynamics 365 Business Central with Dynamics 365 for sales for the first … Continue reading Dynamics 365 Business Central Integration with Dynamics 365 Sales

Dynamics 365 Business Central Integration with Microsoft Dataverse

by Srinath Pega, posted in Business Central, Dataverse, Dynamics 365, Sales

Introduction Microsoft Dynamics 365 Business Central integrated with Microsoft Dynamics 365 Sales can give your salespeople that insight. The integration lets people view Business Central information while working in Dynamics 365 Sales. To connect and sync data with other Dynamics 365 applications Integrating the Dynamics 365 Business Central with Dynamics 365 for sales for the first … Continue reading Dynamics 365 Business Central Integration with Microsoft Dataverse

Enable email validation in Dynamics 365 Sales

by Srinath Pega, posted in Dynamics 365, Power Apps, Power Platform, Sales

Introduction Enable email validation in Dynamics 365 Sales to remove incorrect email addresses from your leads and contacts. You'll receive a higher return on your sellers' time, lower email bounce rates, and more engagement. Email address validation looks for the following issues: Incorrect syntax: An address that doesn't contain both a username and an email … Continue reading Enable email validation in Dynamics 365 Sales

Microsoft Dataverse Elastic Tables

by Srinath Pega, posted in Dataverse, Dynamics 365, Elastic Tables, Power Platform, Tables

Introduction Elastic tables give the same familiar user experience and API as standard tables. Elastic tables have many of the same features and settings as standard tables and special features and capabilities made available by Azure Cosmos DB. Standard and Elastic tables use the Dataverse database capacity. Elastic tables are designed to manage large volumes of data … Continue reading Microsoft Dataverse Elastic Tables

Power Apps Wrap – Azure Key Vault

by Srinath Pega, posted in Dynamics 365

Introduction The wrap feature in Power Apps lets you create native mobile versions of your canvas apps as custom-branded Android and iOS mobile apps. You can distribute such wrapped native mobile apps to the end users through Microsoft Intune, Microsoft App Center, Google Play Apple Business Manager, or other native distribution methods.

Download Dataverse Development Tools with Power Platform CLI

by Srinath Pega, posted in Dataverse, Dataverse Development Tools, Dynamics 365, Plugin Registration Tool, Power Platform

Microsoft Power Platform CLI is a simple, one-stop developer CLI that empowers developers and ISVs to perform various operations in Microsoft Power Platform related to environment lifecycle, authentication, and work with Microsoft Dataverse environments, solution packages, portals, code components, and more. In the previous blog learn to install Microsoft Power Platform CLI Extention to the … Continue reading Download Dataverse Development Tools with Power Platform CLI

Project Operations #8: Project Creation

by Srinath Pega, posted in Dynamics 365, Finance & Operations, Project Opeations

The project management tools in Dynamics 365 Project Operations help you easily run projects. The scheduling tools help project managers and teams stay productive. The tool helps in below areas: Plan projects by using a work schedule and estimates. Estimate and track project costs and revenue. Use project estimates during the sales process. Forecast resource … Continue reading Project Operations #8: Project Creation

Project Operations #7: Work Hours Calendar Template

by Srinath Pega, posted in Dynamics 365, Finance & Operations, Project Opeations

Bookable resources working on a project must have a calendar of working and non-working hours to define their availability. Workings hours for a resource can be defined in two ways: Define individual calendar rules for a resource Apply an existing calendar template for the resource In the previous blog, we learned the working and non-working … Continue reading Project Operations #7: Work Hours Calendar Template