D365 Feeds D365 CRM

Join Teams meetings from in-app appointments

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

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D365 Feeds D365 CRM, Project Operations

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.

D365 Feeds D365 CRM, Project Operations, ProjectOnline, ProjectService

Now Import Projects from Microsoft Project Desktop Client in Project Operations

Problem Definition: In contrast to Project Service Automation, where importing projects is made easy via a ribbon button, it was previously not possible for current Microsoft Project Desktop Client users to do so in D365 Project Operations. Project for the Web is supported by D365 Project Operations, although not all of Microsoft Project Desktop Client's … Continue reading Now Import Projects from Microsoft Project Desktop Client in Project Operations

D365 Feeds D365 CRM, Dataverse, Project Operations, ProjectService

Filter Grid data, and Save results as a View

Introduction: Views in model-driven apps specify the data that is tabulated and displayed on a grid page. Views that have been developed by an administrator, shared with others, and normally can't be changed are called System Views. Dynamics 365 2022 release wave II includes a new functionality that provides the ability to save the filter … Continue reading Filter Grid data, and Save results as a View

D365 Feeds Uncategorized

Power Platform: CI/CD Pipeline

CI/CD pipeline containing Azure DevOps is well known and is necessary for the automated deployment of solutions from the development environment to the user acceptance test and from the user acceptance test to the production environment. Solution: - In Dynamics 365-2022-release wave 2, Microsoft introduced a feature called Power Platform Pipeline for deployment of Solution … Continue reading Power Platform: CI/CD Pipeline

D365 Feeds D365 CRM, Project Operations, ProjectOnline, ProjectService, PSA

Project Operations vs Project Service Automation, A Seamless Comparison to Read

We know that PSA is now known as Project Operations. Well, it’s not just a name change but also some significant improvements that Microsoft has brought in. The following blog will take you through the differences between PSA and Project Operations. The upgrade from Project Service Automation to Project Operations is going to be delivered … Continue reading Project Operations vs Project Service Automation, A Seamless Comparison to Read

D365 Feeds D365 CRM, PowerApps

Boost Cloud Flows with Process Insights

Problem Definition: Building cloud flows of acceptable quality, should be in the mind of every Power Automate developer. After hearing this guideline, one would naturally ask what makes a flow ‘good-quality’. Furthermore, how can we be aware whether a flow is working up to its full potential? This blog shall provide the answers to these … Continue reading Boost Cloud Flows with Process Insights

D365 Feeds Project Operations, PSA

Advances and Retainers in Project Operations

Problem Definition: Earlier, milestones were used for advance payments which was not the actual purpose of it. But with the introduction of Advances and Retainers, milestones will only be used for their real purpose on fixed price lines. What are Advances and Retainers? The feature Advances and Retainers are seen on the Project Contract form.  … Continue reading Advances and Retainers in Project Operations

D365 Feeds Dataverse

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

D365 Feeds D365 CRM, PowerApps, Project Operations

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