Dynamics 365 Data Migration Using SQL Server SSIS

Prerequisite Install Microsoft Visual Studio (using 2015 in this case). Download and install SSIS Integration Toolkit from Kingsway Soft. Process Prepare you source data / structure Let say we want to export contacts from a SQL database and import that into Dynamics 365. Prepare your source data first. In the following example, we have written Read More

SSRS Reports for Dynamics 365 Using FetchXML

To be able to create SSRS reports for Dynamics 365 using Visual Studio, you need to perform the following actions: Pre-Requisites Install Visual Studio 2015. For more information click here. Install Microsoft .NET Framework 3.5 Service Pack 1. Click here to download and install. Microsoft Dynamics 365 Report Authoring Extension is required to author Fetch-based Read More

Connect Power BI Desktop to Dynamics 365

Do you want to connect to hundreds of data sources, simplify data prep, and drive ad hoc analysis, produce beautiful reports, then publish them for your organization to consume on the web and across mobile devices. Well, then you can use the Power BI suite of business analytics tools that deliver insights throughout your organization. Read More

Dynamics 365-Sales Process Overview

Following is a standard process in Dynamics 365. In case your organization follows some additional steps, those can also be incorporated in Dynamics 365 for Sales as well. The first step in the process is to create a LEAD. A lead can be a potential sale or a potential customer. Once the lead shows interest Read More

Dynamics 365 – Sales Important Terminology

Want to get started with Dynamics 365 for Sales? Following are basic terminologies that you should be aware of: Accounts: Accounts is an organization which includes: Customer Vendor Partner Affiliate or Other So, when you are doing business with any company, you capture those company details in the Accounts entity. NOTE: An Entity is a Read More

Dynamics 365 – How to get 30 Day Free Trial?

Just in case you are wondering how to get 30 Day free access to Dynamics 365, then do the following: Open the URL: https://trials.dynamics.com/Dynamics365/Signup/sales Select an App (say Sales / Customer Service / etc.). Specify Work email: <your company e-mail id / office 365 e-mail id> Specify Phone no: <your phone number> Click Get Started. And Read More

Enabling Outlook Add-in for NAV 2017

This article discusses the steps required to Enable Outlook Add-in for Microsoft Dynamics NAV 2017. Prerequisites To enabling Outlook Add-in, you must have: SSL Certificate Certificate Thumbprint Web Client Installed Create User In this example we are creating a user with SUPER permission and following credentials: Username: DemoUser Password: Pass@Word1 For more information, you can Read More

Test E-Mail Setup for NAV SMTP Mail Setup

  Open the SMTP Mail Setup window. Click Apply Office 365 Server Settings (if you have access to Office 365 account). You can ask your administrator for these settings or for testing you can lookup SMTP setting for various email service providers (such Hotmail, etc.). Choose Authentication as Basic.NOTE:When you send email messages multiple times Read More