Category Archives: D365 Customer Service
What if the Resource Requirement Still appears post the task is deleted from Schedule (WBS) in PSA V3?
Problem Definition: I have observed a fact in PSA that when the task in PSA Schedule (WBS) is deleted, the corresponding Resource Requirement doesn’t get deleted. Hence, it keeps on appearing in the Schedule Board to allocate. Resource Managers face difficulties in order to understand whether to allocate them or not. Hence, it is a … Continue reading What if the Resource Requirement Still appears post the task is deleted from Schedule (WBS) in PSA V3?
Introduction While using fetch XML to retrieve records more than 5000 records and if you have multiple entities involve in it. There are chances that you will get into an infinite loop even if you have less than 5000 records. Description: We have noticed that after 9.0 if you are using the old method to … Continue reading Infinite_Loop_Fetchxml
Introduction While fetching images using fetch XML there is a possibility that you will not able to get the complete image. You will also notice that these issues generally happens when you are using multiple internal entities. Description: We were working on a project where we displaying the records notes using the multiple entities, we … Continue reading Image Distinct Parameter
Introduction While working with workflow, we can map the same data type field while creating or updating a record. But there was an issue with optionset mapping. Description: I have used workflow quite a lot time but recently I was mapping an option set with another option set which has the same value, but it … Continue reading How to Map Same Data Type Field while Working with Work Flow
Introduction: This blog explains How to set up Gmail Authentication for D365 Portals. Steps: 1.) Register D365 Portal with Google API Go to Google API Console: https://console.developers.google.com/apis/dashboard?project=symmetric-axle-236007 2.) Create New Project or select the Project. 3.) Click on “+Enable APIS and Services” 4.) Select “Social” under category. 5.) Select “Google+API” 6.) Click on Enable. 7.) … Continue reading Set up Gmail Authentication for D365 Portals
Introduction While working with dynamics 365 sales we can send email within system using workflow. We can configure the same for other user to send email using Workflow to send mail. Description: But it is possible that other users may start receiving below show error. The above error clearly shows that it is missing “Send … Continue reading How Send Email from Another User 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
Adding images in the thank you page in Voice of Customer in Microsoft Dynamics 365 for Customer Engagement
Introduction: Microsoft’s Voice of the Customer (VoC) application, part of Dynamics 365 for Customer Engagement, empowers users to create surveys without the need of a third-party product. Some elements of the experience can be configured in VoC like logos and custom images. The theming layer allow users to edit a survey’s look and feel with custom colors … Continue reading Adding images in the thank you page in Voice of Customer in Microsoft Dynamics 365 for Customer Engagement
Introduction: XrmToolBox can be used to simplify many tasks. With so many tools now listed, a newcomer may wonder what others are using it for to maximum benefit. XrmToolBox is a Windows application that connects to Microsoft Dynamics 365 for Customer Engagement and Dynamics CRM, providing tools to ease customization and configuration tasks. It is shipped … Continue reading Ten Useful Features of XrmToolBox for Microsoft Dynamics 365/CRM