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Category Archives: Dynamics 365

Getting the Price right post the time entries are approved in Dynamics 365 Project Services Automation

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

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Why fields go missing from Advanced Find in D365

At times, end users are used to working with Advanced Find a lot without having much control over what they can customize. Because for obvious reasons, they are users. And not someone who customize the system. In this case, they might also not know what they can’t search for in the Advanced Find and are … Continue reading Why fields go missing from Advanced Find in D365

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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

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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

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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

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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

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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

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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

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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

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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

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