Introduction Earlier we used to book an appointment either by using Microsoft Teams or from MS Outlook. But now we can book an appointment from in-app appointments, also we can add links, lists and other rich text in description with new rich text editor control. These features are introduced by Microsoft in Microsoft 2022 release … Continue reading Join Teams meetings from in-app appointments
Project Task opening issue resolved by Microsoft in Dynamics 365 Project Operations
We often used to face issues while opening the Project Tasks in Project Operations (PO). We had to play a lot of tricks in order to open the schedule. Microsoft is consistently putting in efforts on making Project Operations, one of its successful tools to enrich it with tons of brilliant features and make it more user friendly. One of the major feature resolutions provided in the latest release provided by Microsoft was for opening the Project Tasks (Schedule) Seamlessly. Of course there are certain tweaks to be made in order to make it work in your browser. In this blog we will look at those tweaks and settings that would be needed to enable that feature.
Dynamics 365 PSA setup and user guide
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Searching on a table is easier with Dataverse Search in Dynamics 365 CRM
Introduction: In Dynamics 365 CRM, we have different search options to search data. As we have hundreds of records of different table, Relevance Search aka Dataverse Search is a global search box that gets the record information across all the tables. There is a new feature introduced in 2022 release wave one for Dynamics 365 … Continue reading Searching on a table is easier with Dataverse Search in Dynamics 365 CRM
How to Create App Using Image
Problem Definition: Nowadays, things are getting much easier and the low-code approach is focused on a larger scale. To create a canvas app, you need to have good knowledge regarding the same. But when we need to create a single form, it used to be a time-consuming process. If any person doesn’t have any idea … Continue reading How to Create App Using Image
Step by Step guide to CI/CD Implementation
Problem Definition: People tend to make their tasks automated rather than doing them manually. Working with CRM, we always need to work with solutions. Being a developer to satisfy customers’ requirements we always work on a development instance and import it to the production end once done with all implementations. All this is done by … Continue reading Step by Step guide to CI/CD Implementation
Compressing Image Attached in Notes
Problem Statement: Sometimes user has to upload or attach image inside Notes Section of form. When user uploads any image in Notes, dynamics stores image in Base 64 format. As frequency of uploading/attaching images increase then it will also increase the size requirement in CDS. To reduce the size requirement in CDS, we can compress … Continue reading Compressing Image Attached in Notes
Disable LookUp Hyperlink in D365
Introduction While working with a Read-only grid in Dynamics 365, if a user clicks on the lookup reference it takes you to the lookup reference record, while the intention was to navigate to the actual record. Let's see how we can disable the link to the lookup reference. Solution As you can see in the … Continue reading Disable LookUp Hyperlink in D365
Assignment Rule for Lead and Opportunity Routing
Problem Definition: Unassigned Lead or Opportunity would result in loss of business. Also, inability of a seller to reach out to the customer due to overburden of lead assigned could result in loss. Solution: Assignment Rule for Lead Routing This rule helps to assign new leads and opportunities to sellers and sales team automatically, thereby … Continue reading Assignment Rule for Lead and Opportunity Routing
Introduction to Predictive Lead Scoring
Problem Definition: An organisation is always looking for improving its sales or efficiency of work. If an executive can foresee which lead is most likely going to be converted to an opportunity it would help the executive to focus and prioritise the leads accordingly. Predictive lead scoring uses a predictive machine learning model to calculate … Continue reading Introduction to Predictive Lead Scoring
Why were Modern Approvals introduced for Project Operations?
Problem Definition: Time entry approvals usually used to be an issue while approving when they were bulk in number. When the Project Managers (PM) used to approve more than 100-to-200-time entries, a lot of them used to get stuck in the queue and there used to be a rigorous process to go back and check … Continue reading Why were Modern Approvals introduced for Project Operations?
Unwinding Sub-Contracting in Dynamics 365 Project Operations
Problem Definition: Sub-Contracting was a much-needed functionality in any project management platform which Project Operations was missing. With the latest updates from Microsoft, we now have Sub-Contracting feature available which can leverage creating contracts for the Sub-Contractors\Vendors with whom we work. Solution: Let’s look upon how do we enable this feature on Project Operations environment … Continue reading Unwinding Sub-Contracting in Dynamics 365 Project Operations
D365 Feeds 