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Category Archives: Dynamics 365

Soft Booking Resource from Project Team Members View in PSA

Introduction: In the current 8.2 version of D365 PSA, we can only Hard Book a Resource from the Project Team Member View whereas in the v9.0, we can Soft Book from the Project Team Member View from with a few extra clicks. v8.2 – Current There is a button called Hard Book which lets you … Continue reading Soft Booking Resource from Project Team Members View in PSA

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Setup simultaneous Remote login for multiple users

Introduction: In this blog article, we will see how we can increase simultaneous remote logins for multiple users to a remote connection. This will create different sessions for each login. It is important that we don’t increase simultaneous connection more then required as performance can decrease due to more resource demand for each login. Steps: … Continue reading Setup simultaneous Remote login for multiple users

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Managing your Sales pipeline in 1-2-3: Triggering Email Notification on ‘Proposal Sent’

Posted On January 1, 2018 by Anil Shah Posted in

Introduction: The purpose of this article is to help fellow entrepreneurs and sales managers leverage the power of Office 365 and Dynamics 365 to manage and build their sales pipeline with a few easy steps. In this article, we focus on utilizing Business Process Flows on Opportunities in Dynamics 365 and Triggering Email Notifications to … Continue reading Managing your Sales pipeline in 1-2-3: Triggering Email Notification on ‘Proposal Sent’

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Integrate PowerApps with Dynamics 365

Posted On January 1, 2018 by Admin Posted in Tagged in

Introduction: This blog explains how to Integrate PowerApps with Dynamics 365. Keep the following restrictions in mind: Only PowerApps users in the same tenant can access the embedded app. To access PowerApps using Internet Explorer 11, you must turn off Compatibility View. Steps to be followed: In powerapps.com, on the Apps tab, click or tap the ellipsis ( . … Continue reading Integrate PowerApps with Dynamics 365

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Prepopulating Lookup and dropdown fields on a Form in D365 CRM Portals using JS

Overview: In this blog we will see how we can prepopulate lookup and dropdown (option set) fields on an Entity form in D365 CRM Portals using JS. Pre-Requisites: D365 CRM Portals D365 CRM Environment Introduction We know that if we want to prepopulate a lookup or a dropdown field on a form in CRM Portals … Continue reading Prepopulating Lookup and dropdown fields on a Form in D365 CRM Portals using JS

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Add custom Table method on Form in D3FOE

Background: As we know, we can only work with Extension code in D365 Finance and Operations. In this blog article, we will see how we can add a custom display method to a Table and display it on form using Extension. Steps: Create a new Class Add Display method Display the method on form 1. … Continue reading Add custom Table method on Form in D3FOE

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Create and Associate records using Xrm.WebApi

Posted On December 30, 2017 by Clinton D'Mello Posted in Tagged in

Introduction: In this blog we will demonstrate how to create and associate records using Xrm.WebApi which provides methods to use Web Api to create and manage records. Implementation: Step 1: The syntax to create a new entity record is as follows: Xrm.WebApi.createRecord(entityLogicalName,data).then(sucessCallback,errorCallback); Here entityLogicalName(string) and data(object) parameters are required. The “data” parameter is a JSON … Continue reading Create and Associate records using Xrm.WebApi

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Zero Amount Issue for Expense Entry of T&M Project in D365 PSA

Introduction: We often get issues raised by Users while training PSA – Amount entered on Expense Entry is not reflecting on Invoice in T&M Project and instead shown as $0 as below. Resolution: We need to configure PSA correctly and check below configurations. 1. Sales Price List of Project is configured with Category Prices and … Continue reading Zero Amount Issue for Expense Entry of T&M Project in D365 PSA

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Actionable Audit App to access audit logs in D365

Introduction: In this blog we will see how audit logs in D365 can be fetched that can be used for reporting purposes. Auditing helps to track changes made to the data in D365. The System Auditing entity cannot be accessed. Actionable Audit is a App by Microsoft Labs in which the required audit logs can … Continue reading Actionable Audit App to access audit logs in D365

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Data Migration for Many to Many Relationship Entities in D365 PSA

Introduction: This blog explains how to migrate data for Many to Many or N:N relationship records. Scenario: Client always demand configuration records to be migrated from Test Env to a Production Environment.We can migrate data for Entity records and Entities with 1:N relationships records however we cannot directly migrate data for N:N relationship( intermediate entity) … Continue reading Data Migration for Many to Many Relationship Entities in D365 PSA

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