Tag: troubleshooting
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Create PivotTable unsuccessful – Power BI and Excel
Every once in a while, I’ll Google something and get 0 results. I hate that. This time, it was me trying to connect to a Power BI data model through Excel so I could use the cube functions and make a fancy little Excel-based dashboard. I swear, I don’t know how anyone does anything in…
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How-to easily and quickly delete work hours in Project Operations
You can’t. You have to do it manually. I was setting up Project Operations and apparently had a default calendar applied and setup. It was setting my resources to be available 24 hours a day, 7 days a week. Now, don’t get me wrong – who wouldn’t want resources that could work non-stop for 7…
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The extension is not available for your country. Excuse me?
Another day, another issue with Dynamics 365 Business Central. This time, related to localizations. Problem statement I have a corporation that’s in multiple countries. The two we’re chatting about here are the US and the UK. Since it is operating in the UK, that legal entity needs to adhere to the “Making Tax Digital” policy.…
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How to find the VAT business posting group field on a Customer card
You’re missing a checkbox. This documentation is great. However, it neglects to mention a critical step. Look at all the things it shows you how to do!! Nowhere in here, though, does it tell you how to turn on VAT for a company. Check the box In the “General Ledger Setup” form, click the “VAT…
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How to make Power App and Power Automate work together?
Was working with Power Apps and the Microsoft Graph API, and it seemed easiest to put together a couple of flows to interact with it asynchronously. I wanted to both pull data down from the graph API and also update data. Regardless, I was building a little prototype app, and I got stuck on something.…
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How to find users in Azure B2C by email address
In this post I show how I troubleshoot issues with a PowerShell script to update user records in Azure AD B2C using ChatGPT and Claude.ai
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How to integrate Mercury bank with Dynamics 365 Business Central
Next step on getting Dynamics 365 Business Central setup is using the Envestnet Yodlee connector for bank account automation. There’s a bunch of learn articles on how to set this up, but I wasn’t able to get it to work for all my bank accounts. I’ve included a link to the Learn article below. Set…
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“Condition not executed because of missing relationship: msdyn_projectteam”.
Hey, I’ve just started working in detail with Microsoft Dynamics 365 Project Operations, so forgive me if all this stuff I’ve been posting recently is known by everyone already. Regardless, I’m going to keep posting more things. This time, I was looking at the “Time entries for approval” view. I wanted to only see records…
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Why can’t a user see Word document templates in Project Operations
I created some Word templates to export project invoices in Dynamics 365 Project Operations. Most of the users didn’t even have the button to see the templates, much less actually use them. This was related to permissions. I used XRM Toolbox’s Privilege Discovery and hunted for the feature I was looking for. As you can…
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A manager is required for non-project time entries, absence, and vacation. Please contact your application administrator.
I was entering and submitting time entries in Microsoft Dynamics 365 Project Operations, and I came across this error when trying to submit a time entry for vacation (not work, not assigned to a project). I had seen this before. Typically, when you receive this, it’s because the user record doesn’t have a manager on…