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
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
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
Upgrade to Dynamics 365 Project Operations from Dynamics 365 Project Service Automation
Some exciting news for the users who are planning to upgrade from Dynamics 365 Project Service Automation (PSA) to Dynamics 365 Project Operations (PO). Its been a long awaited news Dynamics community and PSA/PO fans are waiting for. Well Microsoft has pulled up the curtain on how the release will happen. First news before we … Continue reading Upgrade to Dynamics 365 Project Operations from Dynamics 365 Project Service Automation
Quick Tip: How to apply non-working hours from Calendar Template in PSA / Project Operations
Problem Definition: It is generally thought by Project Operations / PSA (PO/PSA) users that the non-working hour cannot be copied via 1 Template resource to another resource when the Calendar Template is assigned. It is only assumed that the working shifts and the weekends marked are the only ones that gets copied. But that is … Continue reading Quick Tip: How to apply non-working hours from Calendar Template in PSA / Project Operations
How to create a milestone in Project Operations
Problem Definition: We always wanted a way in which we could create a milestone in the project WBS. Milestones are the way in which we can mark the task by stating that it’s a deliverable task. How can we achieve this functionality in Project Operations? Solution: Please follow the steps to mark the task as … Continue reading How to create a milestone in Project Operations
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