Category Archives: Blog
Show selective entities in Activity Party List in D365 Activities
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, … Continue reading Show selective entities in Activity Party List in D365 Activities
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Integrating Site24x7 into Microsoft Teams
Introduction: Microsoft Teams is a cloud-based chat and collaboration platform, designed to simplify group work. It is customizable in many ways your teams work today. Whereas Site 24×7 is an integrated solution for cloud monitoring. It is a platform designed with full-stack monitoring and analysis tools to enhance user experience. Site24x7 users can integrate with Microsoft … Continue reading Integrating Site24x7 into Microsoft Teams
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Lock the Columns of Views in Editable Grid of D365 CE
Introduction: This blog explain the steps to lock the columns of Editable Grid in D365 CE UCI. Scenario: Lock the View columns of Editable Grid in D365 CE. Steps: Below are steps to be performed for locking fields of Editable Grid in View Create Business Rule to lock the field. 2. Mark the Scope of … Continue reading Lock the Columns of Views in Editable Grid of D365 CE
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Manage and secure Dynamics 365 for Customer Engagement documents in SharePoint Online
Introduction: When you check your Dynamics 365 Customer Engagement Entity records, you might think where your documents related to specific entities will get stored. Here, SharePoint comes into the picture. The built-in integration between Dynamics 365 and SharePoint is mainly focused on managing & storing documents in SharePoint and ultimately then surfacing these in the … Continue reading Manage and secure Dynamics 365 for Customer Engagement documents in SharePoint Online
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How to control the amount of information that is visible in a window in Business Central.
Introduction: This blog demonstrates how the information that is visible to a user on the window can be controlled and managed. The ‘Importance’ property of a field helps us to control whether a field is seen or hidden on a window. Pre-requisites : Microsoft Dynamics 365 Business Central Steps: The Importance property helps to control … Continue reading How to control the amount of information that is visible in a window in Business Central.
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PSA Quick Tip: Use Project instead of Project Template while creating a project in Dynamic 365 Project Services Automation V3
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 … Continue reading PSA Quick Tip: Use Project instead of Project Template while creating a project in Dynamic 365 Project Services Automation V3
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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