allows to save documents generated from a quote to the potential customer Templates can be set with default paths for docuemnts generated. The doucment name of generated documents can be pre-defined, supporting all fields from Dynamics 365 (e.g. With DocumentsCorePack it´s possible to import charts from Dynamics 365 in any document or to create own custom charts from scratch.Ĭulture and format of money, integer and decimal fields can be set inside the template. This feature allows to display a graphical representation of data in generated documents. Create your condition with the Condition Designer which has a similar look and feel as the Advanced Find in Dynamics 365. If and else conditions can be placed in order to define conditional content inside your templates. It supports grouping, as well as performing calculations (like totals) for the items inside a loop. You can loop records inside tabels by designing the base layout of a row. Handling of One-to-Many or Many-to-Many relationships is easy. There is no limitation on the number of relationships or levels resolved.įiltering & Sorting Capabilities see moreĪll retrieved records can be filtered and sorted in any imaginable way!

Will have further updates about Dynamics 365 v 9.0 in coming posts.The template designer allows to pull fields from standard as well as custom entities.Īll MS Dynamics 365 relationship-types are supported. Microsoft SQL Server 2016 Developer, with Cumulative Update 2 (for non-production use only)Ĭonsider these changes in Pre-requisites when you plan your upgrade to version 9.0.Microsoft SQL Server 2016 Standard, with Cumulative Update 2.Microsoft SQL Server 2016 Enterprise, with Cumulative Update 2.Microsoft SQL Server 2017 Developer (for non-production use only).

The following editions of the Windows Server 2016 operating system are supported for installing and running Dynamics 365 Server:Īny one of the following SQL Server editions is required, running, and available for Dynamics 365: Pre-requisite details are available here: If you try to upgrade to Dynamics 364 v9.0 from windows Server 2012 R2 OS (or previous versions), you will end up in this error. Please note that there are major changes in the Software requirements for installing/upgrading Dynamics 365 v9.0 from Dynamics 365 v8.2 Microsoft has released v9.0 of Dynamics 365 (CRM) and is available for download.

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