In D365 CE Apps, you have 2 options to display the currency fields, by symbol or by the currency code. Symbolic representation Currency Code representation Setting With a simple setting, you can apply this change organization wide. Navigate to Settings > Administration > System Settings and under General tab, look for Set the currency display … Continue reading Currency Field representation options in Dynamics 365
Among the fabulous sessions at MBAS 2020 Online Conference, Introduction of Project Operations was the most anticipated for me. Here are my takeaways from the same – Gurkan Salk & Kevin Horlock provided an overview of what to expect for Project Operations/ What is Project Operations? Some key points – Project Operations is an extension … Continue reading Introducing Microsoft 365 Project Operations – MBAS 2020 Takeaway
The most desired feature is ability to create/customize your own auto-number field. ANd CDS let’s your do just that! I remember the good old days when I had to write a plugin to function for AutoNumber which used to configuration from a supposedly separate Configuration entity and it scary to maintain the code and entity. … Continue reading AutoNumber field in CDS
As we are transitioning to the Unified Interface, some visual cues are a little misplaced or say, hidden. If your Roll-up field on the Classic UI appeared like this where you could simply click on refresh and update the Roll-up field It doesn’t seem to be the case in terms of UCI- It’s Hidden! So, … Continue reading Where is the Refresh Button on Roll-up fields in UCI?
RSS is powerful and taming it wisely really helps! 🙂 Here’s an example where I used it to get a notification whenever a new blog was posted by Microsoft in their Dynamics 365 Blog page. It is my attempt to stay updated on the latest posts so that I don’t miss anything. Scenario Let’s say, … Continue reading Get RSS Notifications to phone for important blog posts using Power Automate
Since Power Automate is so powerful that you can creatively use it to improve your productivity at work. Here’s an example of how you can utilize a scenario where you need a quick checklist to make sure you respond all important emails for the day. Power Automate You’ll need to create an Automated Power Automate … Continue reading Create To Do Items of Important Emails using Power Automate
A simple and most common questions asked are if we can add more columns to the Schedule view in D365 Project Service Automation v3. Well, yes! And it’s pretty simple too. So, out-of-the-box, this is what you see on the Schedule view Adding Field to the Schedule Control PSA v3 out-of-the-box has all these custom … Continue reading Add columns in Schedule view on Project in Dynamics 365 for PSA v3
This is one of the standard approaches if you want to copy over a Production instance over to a Sandbox one. Most common scenarios being when you’ve on-boarded a new client to Dynamics 365 / PowerPlatform and you’re nearing Go Live for the first time! You need a Sandbox to then follow new customization on … Continue reading Create new Sandbox and copy Production over to it in PowerPlatform Admin Center