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Category Archives: Dynamics 365

Integrating Twilio with D365 CRM Online to send SMS Messages using Microsoft Flow

Introduction: SMS Messages can be sent from a D365 CRM Online to an individual using the Twilio. In this blog, we will see how we can send SMS Messages from CRM using Twilio and we will be using Microsoft flows to achieve this. Pre-Requisites: Twilio Account D365 CRM Microsoft Flow Steps to be followed: Dynamics … Continue reading Integrating Twilio with D365 CRM Online to send SMS Messages using Microsoft Flow

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HTTP POST Requests using Microsoft Flows

Introduction: In this blog we will demonstrate the working of HTTP Request -Response in Microsoft Flows. Implementation: Step 1:  In our example we will make a POST call to our Microsoft Flow so that we can further apply some logic in Flows. The POST request contains the following data. JSON: [{ “name”: “TestName”, “Address”: “TestAddress” … Continue reading HTTP POST Requests using Microsoft Flows

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CRM Option set in Power BI

Introduction: In this article, we will learn how to dynamically use Dynamics 365 CRM option set/ CRM picklist in Power BI. As you may be aware that CRM picklist stores Integer value in the backend and not the actual display name. So, whenever you query an entity with picklist fields in Power BI you will … Continue reading CRM Option set in Power BI

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Extend Schedule Board Filter Section in D365 Field Service/PSA

Introduction: This blog explains how to enable custom field in Filter section of Schedule Board in D365 Field Service & PSA. Scenario: Need to filter resources on Schedule Board by custom fields other than standard fields like characteristics, roles, business units, terriotries etc. Pre-requisites: Configure 2 Custom Entities with below Details 1. Crew Entity with Name … Continue reading Extend Schedule Board Filter Section in D365 Field Service/PSA

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Estimated Revenue field behavior of Opportunity Entity

Posted On August 9, 2018 by Priyesh Wagh Posted in

Overview: Now, you often must have noticed that the field Est. Revenue on Opportunities is either locked or is open to enter value into it. There’s a reason for this as well. Revenue Field: So basically, there is a field on the Opportunity that drives this operation. It is called as Revenue field! System Calculated- … Continue reading Estimated Revenue field behavior of Opportunity Entity

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Custom Document Structure in Dynamics CRM and SharePoint

Introduction: In this blog we will discuss some extended custom functionality of uploading documents to SharePoint and CRM. Purpose: By default, document location is enabled for some OOB entities like Accounts, Contacts, Opportunities and by default document location gets created for records on first time load of Document Location associated view. This is the OOB … Continue reading Custom Document Structure in Dynamics CRM and SharePoint

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Error ‘Cannot create another system semaphore’ while starting the AX 2012 AOS service

Introduction: While starting the AOS service if you face above error then check 2 things, Check your System log as mention in error (Event Viewer-> Windows Log -> System) it will give you error ‘Cannot create another system semaphore’. Also, Check your Application Log (Event Viewer -> Windows Log -> Application). Cause: This error means … Continue reading Error ‘Cannot create another system semaphore’ while starting the AX 2012 AOS service

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View Resource Skills and Roles on Schedule Board in D365 Field Service / PSA

Introduction: This blog explains how to view Resource Skills and Role in D365 Field Service / PSA. Scenario: We often get inquiry from Clients do we have option to view Resource Skills or Roles on Schedule Board before scheduling a Work Order to Resource. Steps: Open Schedule Board and follow below steps to view skills … Continue reading View Resource Skills and Roles on Schedule Board in D365 Field Service / PSA

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Customer Journeys in Dynamics 365 for Marketing

Posted On July 25, 2018 by Clinton D'Mello Posted in Tagged in

Introduction: In this blog we will demonstrate how to create Customer Journeys in Dynamics 365 for Marketing. As you engage potential customers, they start by discovering your product, evaluate whether it meets their needs, look for a good offer, and finally make a purchase. This process is called as Customer journeys. Pre Requisites: Before we … Continue reading Customer Journeys in Dynamics 365 for Marketing

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Creating Case in Dynamics 365 from Microsoft Social Engagement Posts

Introduction: This blog explains how to Create Case in Dynamics 365 from Microsoft Social Engagement Posts. Steps to be followed: Steps in Dynamics 365: Go to Settings –> Service Management –> Automatic Record Creation and Update Rule.  Click on +NEW. Enter Name and Set the Source Type to Social Activity. Save the record Under Channel Properties … Continue reading Creating Case in Dynamics 365 from Microsoft Social Engagement Posts

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