How-to

How to preview a quote in PDF
Once you have accessed the CRM system, you can preview a quote in PDF. To this end, follow the steps listed below. 1. On the Sales menu, click the down-...
Thu, 11 Jul, 2019 at 3:06 PM
How to deploy a configuration to the secondary environment
Introduction This document describes the steps required to perform an export and import from and to a secondary environment. Applicable to verion ...
Mon, 23 Sep, 2019 at 10:16 AM
How to specify ranges for other root data sources on CE report
You can apply the ranges within the Query Wizard for the report - Either as a relation or as a range (when init of the data-source is required) Th...
Thu, 25 Jun, 2020 at 10:15 AM
Permissions applied to the individual Lasernet processes
There are permissions applied to the individual Lasernet processes, which can be modified by doing the following: (Advanced) Settings\Solutions, create a ...
Fri, 14 Aug, 2020 at 10:21 AM
How to log and send email from D365CE using OData print dialog
In F&O, go to Lasernet>Dynamics 365CE> Entity reports, navigate to the Commands fast tab. Enabling the Register email in D365CE toggle button allo...
Wed, 11 Nov, 2020 at 5:52 PM
Using Direct OData Submit and Direct Button with Workflow in D365CE
Purpose The purpose of this article is to describe steps required to setup a workflow in D365CE to invoke the plugin for submitting a printing contract ...
Tue, 1 Dec, 2020 at 4:33 PM