Integrating Dynamics 365 for Finance & Operations (AX) with Dynamics CRM using Azure Function

In this post, we will be using the Dynamics 365 for Finance & Operations (AX)’s OData interface to integrate it with Dynamics CRM. Please refer my previous post to see how we can generate the proxy class from AX. We are using a CRM plugin to initiate the integration and then the rest of the …

Organization Insights & Storage Usage – Where can I find it?

Sometime back, Dynamics 365 Customer Engagement Online introduced a preview feature called Organization Insights. It was also available as a solution you could import into your CRM organization. Recently with latest updates if You are not able to find Organization Insights Solution in marketplace or You don’t see the Organization Insights Under settings site navigation …

Power BI Reporting Options with Dynamics 365 for Finance and Operations

Power BI is an analytical tool using which one can explore data and quickly create reports and dashboards. This is a rich platform and is used to create visuals using analytical data, helpful for business users. Microsoft has now blended the Dynamics 365 Finance and Operations platform to support reporting using power BI, along with …

Using Fetch XML Based Filter Criteria to Show/Hide Action Buttons in a Dynamics 365 Online Portal

Sometimes we do get a requirement to show/hide action buttons in Entity Form/Web Form/ Sub-grid based on some conditions. For example, Client may ask us to Show/Hide ‘Edit Order’ button in the Portal only if the Order Status is ‘Draft’. We can achieve this in two ways. 1) Using Javascript Code in Custom Javascript Section: …