Introduction: Schedule board in an important feature in Dynamics 365 which gives an overview of the resource availability and bookings user can make. Whenever the Field Service solution is installed, the schedule board shows the work orders by default. But what about the other entities? What if I want to schedule the appointments too on… Read More »
Introduction: Many interesting features are being provided by Microsoft for Audit log in the new version Dynamics 365. One of them is Deleting Audit history records. Yes, deleting audit history records through Dynamics CRM. Earlier the user did not have the ability to delete audit history record. But now Microsoft has now provided a button… Read More »
Introduction: Microsoft Flow is a powerful business application that allows the user to create and automate workflows across multiple applications and services without developers help. In one of our blog “Microsoft Flow – Create a record in Dynamics 365 using Gmail Connector”, we saw how to create a record in Dynamics 365 using Gmail Connector.… Read More »
With the release of Dynamics 365 v9.0, Microsoft has introduced many new features that make our Dynamics 365 even better. With the new User Interface changes, we just can’t stop looking at it. The new User Experience added in the Dynamics 365 has become more consistent across multiple devices such as desktop, mobile and, tablet.… Read More »
Introduction: Recently, while working we tried to make changes to an old workflow. Where we deactivated that workflow and then again activated the same workflow after making some changes, but we faced an error saying “You need Microsoft Dynamics 365 license to continue”. As we were working with System administrator Role and that user also… Read More »
Translation help users to understand the given details in their native language when user is unaware of that language. In CRM it is especially helpful when we are working on a packaged solution. Dynamics 365 CRM allow us to provide translation using Import/Export of translation as below. And also by adding XML tag for translation… Read More »
Introduction: Recently, we had business requirement where client need to record time against a project. And once the time entries has been recorded against the resources for particular week, those recorded time need to be reviewed by project manager (project manager may or may not ask to correct any of the time entry), further once… Read More »
Introduction: Microsoft has introduced a knowledge management system for Dynamics CRM 365. This enables users to create rich knowledge articles, which also supports embedding external multimedia content like images and videos in the form of links. It also allows translations and versioning for the articles. In this blog will discuss about how to associate Knowledge… Read More »
Introduction: Recently while working we came across an issue while qualifying the lead as shown in the below screenshot. As we all know when a lead is qualified along with Opportunity and Account a Contact record also gets created with this lead as the Originating Lead. So there is 1:N relationship named “contact_originating_lead” between the… Read More »
Introduction: If user access Dynamics 365 through a mobile app and it is in offline mode then the user gets an error message and unable to edit records as fields are locked in offline mode. In this blog, we will walk you through the steps to enable the editing of entity fields in offline mode.… Read More »