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
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
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
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
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
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
D365 Feeds 