[SOLVED] Change Password is not working on Contacts in UCI. Introduction: To change portal password of a portal contact, we click on the “Change Password” option. When we try to set username and password for Contact “Change Password” button is not working on Unified Interface. Solution: 1.) Go to Settings 🡪 Advance Settings.   2.) … Continue reading Change Password is not Working on Contacts in UCI →

Introduction: This blog explain the steps to lock the columns of Editable Grid in D365 CE UCI. Scenario: Lock the View columns of Editable Grid in D365 CE. Steps: Below are steps to be performed for locking fields of Editable Grid in View Create Business Rule to lock the field. 2. Mark the Scope of … Continue reading Lock the Columns of Views in Editable Grid of D365 CE →

Problem definition Often clients using PSA V2 used to complain of the feature missing was copying the project as the template. A few of the Construction Company clients of mine have huge projects and have almost similar structure for many of their projects. Undoubtedly templates use to serve the purpose, but, only to a certain … Continue reading PSA Quick Tip: Use Project instead of Project Template while creating a project in Dynamic 365 Project Services Automation V3 →

Dynamics 365 Project Services Automation demands a perfect configuration and that is the proof of being a sophisticated application. You won’t see any result unless the configurations are all set right. Use Case: I am observing from quite sometime that my Accounting Team complaints that when the Actuals are created on the project they are … Continue reading Getting the Price right post the time entries are approved in Dynamics 365 Project Services Automation →

Business Use Case: Often there are team members who share the need of getting allocated on schedule board in Dynamics 365 Project Services Automation directly as soon as they book an appointment or have a meeting invite. One of the reasons for the same is for the team or anyone concerned about allocation to understand … Continue reading Outlook appointment/Meetings to be allocated on Schedule board in Dynamics 365 Project Services Automation using MS Flow →

Business Use Case: Often there are team members who share the need of getting allocated on schedule board in PSA directly as soon as they book an appointment or have a meeting invite. One of the reasons for the same is for the team or anyone concerned about allocation to understand that the said team … Continue reading Outlook appointment/Meetings to be allocated on Schedule board in PSA using MS Flow →

Time based E-mail subscription feature is available for all Power BI Reports and Dashboards, For both in Power BI Pro and Premium Subscriptions. Now, you can set up an email subscription to run daily, weekly or any specific day of the week. Also, you can schedule for a particular time of the day. You have … Continue reading Time Based E-mail subscription in Power BI →

Introduction: There have been instances where we feel the need of deleting some records in bulk. I was looking at options of doing advanced search and saw that there were 500+ records showing up. Also, at a time Advanced Find allows to delete 50 records in one go. We definitely needed a better option and … Continue reading Bulk Delete Allocations in CRM →

Introduction: In this article, I will explain the steps to enable on-demand workflows [JG1] in Dynamics 365 for Customer Engagement’s Unified Interface. With the release of D365CE apps version 9.0, Microsoft has introduced a new user experience – UCI, Unified Client Interface, or Unified Interface – which uses responsive web design principles to provide an optimal … Continue reading Run on-demand workflows in Microsoft Dynamics 365 for Customer Engagement UCI Apps →

Introduction: This blog explains how we can add files from D365 Portal directly into SharePoint which was long awaited feature missing from Portals. Below are the Steps: Step 1: Set up SharePoint integration from Portal Admin Center 1. Go to the Dynamics 365 Administration Center page and select the Applications tab. 2. Select the name of the … Continue reading Integrating SharePoint with D365 Portal →