Introduction In the previous blog we looked at how we can register Email opens, Link Clicks and View Replies to a mail in D365 Customer Engagement using Email Engagement. In this blog we will see how we can follow emails to use the same feature using Dynamics 365 for Outlook App. Pre-Requisites Dynamics 365 Customer Engagement Dynamics 365 App for Outlook Implementations Step 1: While composing an email in Outlook, before sending the email, we click on the Dynamics 365 App for Outlook sign Step 2: Before following an email, first we must track it. There are two options, we can either Track without setting the Regarding  Or “Set Regarding” on the mail  Step 3: Once tracked, click on the follow option as shown Step 4: In the next tab, click on “Follow this Email” Step 5: After following, a completion message will be shown After this, when the email is sent, the email will be tracked in CRM, along with email engagement details. Hope this helped!

Introduction In this blog we will take a look at how we can follow records automatically in Dynamics 365. As the name suggested when we follow any particular record, we can get details of that record in our activity feed. This can then be displayed on the dashboards in CRM. Following a record can also be done automatically based on come criteria. Implementation Step 1: For this demonstration we will look at a case where I would like to follow a lead only when the Rating of that lead turns to “Hot”. Step 2: First we create a workflow on Lead Entity as shown below Below is the configuration of Create Follow record properties Here on update of the field Rating, we check if the rating is “Hot”,  if true then to follow the record we create a follow record Step 3: Now we change the Rating of the Lead “Darren Parker” from “Warm” to “Hot”. Step 4: If we refresh the page we will see the Unfollow button is present, as the record is already followed. Step 5: In the View > Leads I Follow, we can see the followed Lead Step 6: If someone creates posts on this record, it will be shown on my timeline. Here I have added the Timeline view on the Sales Overview Dashboard and we can see I am able to view the post as this record is followed. In my next blog we will look at how we can create automatic posts to view specific details of the followed records on your dashboard. Hope this helped!

Introduction In this blog we will look at how to create automatic post based on criteria. In my previous blog we saw how we can follow records automatically, based on some conditions. Both these scenarios could be clubbed to use the system more efficiently Implementation Step 1: For this demonstration, we will create a post on a lead, when the Annual Revenue is updated and the value is greater than 5K. For this we have designed a workflow with the following configuration. In the Create Post, the properties are as shown below Step 2: Now when we change the Annual Revenue of a Lead above 5K, a post is created on the record as shown below Step 3: Now, if this lead is already followed and the Timeline view is set on the dashboard, we could also see these posts on the Dashboard as shown below Here in this case we, we have taken a simple example on creating posts, this could be configured as required in the workflow. To find more details follow my blog “Stay updated using the “Follow” Capability in Dynamics 365 Customer Engagement“. Hope this helped!

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 as privilege”. This error occurs while sending email from other user email id is other than the user who is sending the email. Here owner of the workflow needs to give access to send the email to other user on his behalf. You can follow the below steps to allow the “send as privilege” You need to set the Workflow Owner user settings via the Workflow Owner User Options; Person Options > Email > Allow other Microsoft Dynamics CRM users to send email on your behalf. You will have to log into workflow owners crm account to set this, and will allow the workflows to send emails Also, the user who is sending the email must have the below security privilege as well. Conclusion: Hope this helps while send email from another users account.

Introduction You must have written script on form using javascript and apply various logic like enable/disable or setting value of another field on change of another field. After introduction of editable grid script which is applied on form is not applicable on editable grid. We can apply same logic, but we need to write on different structure. Description: Yes, we can apply the same logic on the editable grid as applied on the form. As you can see in the below screen shot two fields are locked and cannot be edited on the grid. Also, if you have proper security permission than user can edit the date approved and it will set automatically. You need to write script on the editable grid on the entity and not on the form as you can see in the below: You need to go the entity solution and add the script on change of record as you can see below 2. You need to write this script little different than the existing style 3.  As you can see in the above screen shot attribute is not access using the getAttribute() method but here we get using getByName(). 4. Set value on form script using java script normal style. Conclusion Hope this help you write the script on the grid as well as on the form.

Out-of-the-box, D365 Activity Party List field, say, Appointment’s Required/Optional Attendees fields lets you choose among multiple Activity Party enabled entities when you want to select records. And perhaps you don’t even want users to select what’s not relevant. Let’s look at how we can show only the required entities in the selection list. Before that, if you want to check how you can enable custom entities for the Activity Party, you can refer this post of mine – Enable entity for Party List selection in Appointment Hide entities from the Activity Party List field This can be achieved by writing a simple JS code and calling it onLoad of the Appointment form where the Party List field exists. Let’s say you only want to show the entities Lead and Contact in the Required Attendees Party List field Here’s the JS code that goes on the onLoad function of the Appointment form // JavaScript source code oAppointmentFormCustomization = { filterRequiredAttendees: function () { Xrm.Page.getAttribute(“requiredattendees”).setLookupTypes([“lead”,”contact”]); } };   And call the method filterRequiredAttendees onLoad as below The Appointment’s Required Attendees field will show only the entities you provided in the setLookupTypes([“lead”,”contact”]); Hope this helps!

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 extent. When you have an option to copy a project exactly, I would always prefer that. Below is how you do. Mitigation: Navigate to Project Services and try creating new project by Clicking on New Project button: Type the project name which you want to copy in the Project Template field. This will start copying the tasks from the project onto Schedule of the new project. You are done. This blog reflects my personal findings and based solely on my experience of using Dynamic 365 Project Services Automation for last 3 years. For those who are looking for a platform that can track and manage the entire procedures of sales and project managements, I would highly recommend them to try Microsoft dynamics 365 for project service automation. According to my opinion, implementation of Microsoft dynamics 365 for project service automation is one of the best things that we did in CloudFronts Technologies. We have gained a lot with this implementation because we save time and money due to easy access resources and ability to manage them.

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 with 0 value. This was an issue as I went out to check a couple of things: Is the project having a currency tagged to it. Is the project price list existing for the project. Is the resource having a Resourcing Unit tagged to himself. In the approval tab is the time entry submitted by the resource having a Role and is it Chargeable. To my surprise all of the above were looking correct. Out of curiosity I digged in one more step and that’s where I found out the issue: Issue Resolution: Step 1: I navigated to D365 Project ServiceàResources. Search for the resource who is working on that project. Step 2: Open the Resource by clicking on it and then navigate to the Scheduling Tab.   Step 3: Make a note of the Organizational Unit mentioned for him. In this case it is CloudFronts Mumbai (USD). Step 4: Navigate to Projects and Sales Tab and Open the Project Contract Header by clicking the link in the Project Contract grid. Step 5: Navigate to Project Price Lists and Open the Price List in the project price lists. Navigate to Role prices. Check the Role and the Resource Unit mentioned for that Role should be exactly the same as the Resourcing Unit mentioned for the Resource mentioned in Step 3.   Now when you try approving the time entries the Actuals will have correct price. You are done. This blog reflects my personal findings and based solely on my experience of using PSA for last 3 years. For those who are looking for a platform that can track and manage the entire procedures of sales and project managements, I would highly recommend them to try Microsoft dynamics 365 for project service automation. According to my opinion, implementation of Microsoft dynamics 365 for project service automation is one of the best things that we did in CloudFronts Technologies. We have gained a lot with this implementation because we save time and money due to easy access resources and ability to manage them.

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 led into believing that all the fields are being shown. And they could even wonder why it doesn’t appear in Advanced Find when they can see it on the Form/View. However, there’s a configuration which can either hide/show the fields in the Advanced Find. Making Fields Searchable So this is the answer. If fields are not Searchable, they don’t appear in Advanced Find Advanced Find field list with the missing field   And, when the Searchable is set to Yes, they appear in the Advanced Find. Advanced Find showing the Searchable enabled field   So that’s why. Hope this helps!

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 that the said team member is either having a meeting with someone or has an appointment. Hence, they do consume some time of the day. This is one of the reasons that I get when I think aloud. Since, there is lot of argument and justification the team needs to provide for these additional non-billable time that they spend. There can be many other reasons as to why this is needed by other organisations. Mitigation: Though there is an (Out of the Box) OOB solution for marking an appointment in Outlook calendar from Schedule Board, but, vice-versa is not provided OOB. MS Flows helped me here. I created a flow between Bookable Resource Booking entity and Outlook entity in Flows. I have explained the steps as to how to do the same. Steps: Step 1: Login to https://portal.office.com with your credentials. Step 2: Click on Flows as shown in below image. Step 3: This will take you to the portal where you can mange and create all your Flows: Step 4: Click on +New. Step 5: Click on Create from Blank. Step 6: Click again on Create from Blank. Step 7: Select the Outlook connector by searching the Outlook 365 Connector from the search box as show in the image below. Also, select the Triggering event on when the flow should be triggered. So we selected, When a new event is created (v2). Step 8: Select Calendar id as Calendar. Step 9: click on next step. Step 10: Select the target connector i.e. Dynamics 365 by searching in the connectors. Step 11: Click on create a new records. Step 12: Select the Organisation and the Entity where you want to create a record. Since the booking that shows up on the schedule board comes from Bookable Resource Booking, we shall select Bookable Resource Booking. Step 13: Add the mappings to the fields as shown below, by searching them from the right pane. Step 14: Once done, click on save and your flow is ready. Step 15: Once created do not forget to Turn it On. Test it by creating an event in calendar and see in the event history of the flow whether it is successful or not. Conclusion: This blog reflects my personal findings and based solely on my experience of using PSA for last 3 years. For those who are looking for a platform that can track and manage the entire procedures of sales and project managements, I would highly recommend them to try Microsoft dynamics 365 for project service automation. According to my opinion, implementation of Microsoft dynamics 365 for project service automation is one of the best things that we did in CloudFronts Technologies. We have gained a lot with this implementation because we save time and money due to easy access resources and ability to manage them.