Dynamics 365 Archives - Page 32 of 73 - - Page 32

Category Archives: Dynamics 365

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 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

Share Story :

Change navigation in D365 for Sales

Introduction: With update of Microsoft dynamics many new exiting features has been introduced in Dynamics 365 sales one them is Unified Interface with Navigation. By default, form December organization will start receiving the new UI. But if you are still interested you can enable it by yourself. Description: To enable the UI navigation you need … Continue reading Change navigation in D365 for Sales

Share Story :

User Reference Panel in D365

Introduction: With update of Microsoft dynamics new exiting features has been introduced in Dynamics 365 sales one them is Reference Panel. Description: While putting the Quick create or any subgrid in a section extra space gets added which looks weird. Most of us has feel the same situation. But with the introduction of “Reference Panel” … Continue reading User Reference Panel in D365

Share Story :

Create Notes Attachment using WebAPI

Introduction: After the introduction of web API in CRM, user can execute all the requests which is possible through C# or JavaScript. In this blog I will explain how to attach a document to record using the postman. Description: Notes attachments has been tested with a custom entity and tested on Postman. To work this, … Continue reading Create Notes Attachment using WebAPI

Share Story :

Share SharePoint document programmatically

Introduction: Sometimes it is required to share the certain documents with outside users. It is possible that user can share that document as hard copy. If that document is hosted on SharePoint user can make a shareable link. Description: Sharing a document to the outside users are possible via directly going to SharePoint and creating … Continue reading Share SharePoint document programmatically

Share Story :

Outlook appointment/Meetings to be allocated on Schedule board in PSA 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

Share Story :

Shortcut to Settings from Unified Interface: D365

If you’re spending time looking and wondering that you always need to go to the app switcher to go the Settings from the Unified Interface, you need to do the following – Once you are in the Unified Interface, click on the Gear icon next to the help icon on top-right corner as shown below … Continue reading Shortcut to Settings from Unified Interface: D365

Share Story :

Dynamics 365 Finance and Operations : Picking and Receiving – Transfer In Process in Retail POS

Steps to Perform Transfer In in Dynamics 365 for Retail on POS Go to Picking and Receiving –> click on + icon and click Transfer In Select the store from where you want to transfer in, Delivery date and mode of delivery. Add or scan all the products and its quantity. Click on + icon … Continue reading Dynamics 365 Finance and Operations : Picking and Receiving – Transfer In Process in Retail POS

Share Story :

Picking and Receiving – Transfer Out for Dynamics 365 Retail POS

Steps to Perform Transfer Out on Dynamics 365 for Retail: Go to Picking and Receiving –> click on + icon and click Transfer out. Select the store to which you want to transfer out, Delivery date and mode of delivery. Add or scan all the products and its quantity. Click on + icon to add … Continue reading Picking and Receiving – Transfer Out for Dynamics 365 Retail POS

Share Story :

Bulk Delete Allocations in CRM

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

Share Story :