Category Archives: D365 Customer Service

How to set a default chart in a view’s Chart Pane

Vaishali Vyas
Software Engineer
Published on November 2, 2018
Category: D365 Customer Service

Introduction: This blog explains how to set a default chart in a view’s Chart Pane Scenario: We have created custom chart on order named as Order by printing status. We want this chart should get open when user click on charts pane Steps: Go to Customization –> Order –> Charts. Click on More Actions –> Export Chart. … Continue reading How to set a default chart in a view’s Chart Pane

Error handing in MS Flows

Clinton D'Mello
Software Engineer
Published on October 25, 2018
Category: D365 Customer Service

Introduction: In this blog we will be going through the steps of Error Handling in Microsoft Flows. Implementation: Step 1: We have created a basic flow that is triggered when a HTTP POST Request has be made to the generated URL. The body will contain a JSON array with some data The flow will then … Continue reading Error handing in MS Flows

Resolve “The Team member position has already been filled” error

Subhash Mahato
Technical Consultant
Published on October 10, 2018
Category: D365 Customer Service

Introduction: You might receive alert “The Team member position has already been filled” while submitting a request for an actual resource. Description: I was working on a project and we use PSA solution for resource management. Some Team Members was already added in project with “Generic Resource” and we wanted to replace resource with actual … Continue reading Resolve “The Team member position has already been filled” error

Run Report in UCI Form for Web Browser

Shailesh Wath
ERP Consultant
Published on October 10, 2018
Category: D365 Customer Service

Introduction: This blog details steps for Run Report button in UCI Form via Web Browser in D365 Sales. Scenario: Client requires Run Report button in UCI Form for Order Entity in D365 Sales Steps: Below are steps to be performed for enabling Report button on Order Entity Create WebResource with below javascript function. Create a … Continue reading Run Report in UCI Form for Web Browser

Hide UCI in Dynamics 365

Subhash Mahato
Technical Consultant
Published on September 26, 2018
Category: D365 Customer Service

Introduction: Dynamics 365 has two different type of form one is classic and other one is UCI. Now sometimes we want certain field to be visible on UCI and some on classic form. Description: We had a requirement where we wanted to show certain field on UCI, but it should be hidden on classic form. … Continue reading Hide UCI in Dynamics 365

Get Feedback from customers after Case is resolved using MS Flows

Clinton D'Mello
Software Engineer
Published on September 21, 2018
Category: D365 Customer Service

Introduction: In this blog we will use MS Flows to send out Surveys to customers once the Status Reason on the case is “Problem Resolved”. Implementation: Step 1: Below shown is the configuration of the flow. The flow is triggered once the Status Reason field in the case is changed. The statuscode is 5 which … Continue reading Get Feedback from customers after Case is resolved using MS Flows

Import Solution XML error

Krishna Bhanushali
Software Developer
Published on September 17, 2018
Category: D365 Customer Service

Introduction: In this blog we will discuss how we can solve XML issue while importing solution from one environment to other. Scenario and Steps: 1. Deploying a solution from one environment to other causing issues below issue. This error occurs when there are some integrations enabled for your entity. 2. Click on “Help me resolve … Continue reading Import Solution XML error

Manage Email Notifications in D365

Subhash Mahato
Technical Consultant
Published on September 10, 2018
Category: D365 Customer Service

Introduction: Dynamics 365 service team regularly sends email notifications to the administrators in your dynamics 365 organization. Now with simple mail box rule, you have complete control who should receive the mail. Description: As an administrator you can setup the mail box rule to automatically redirect email communications from dynamics 365 to additional recipients. People … Continue reading Manage Email Notifications in D365

Show Company Insights V 4.2 for Custom Form in D365 Customer Engagement

Shailesh Wath
ERP Consultant
Published on September 10, 2018
Category: D365 Customer Service

Introduction: This blog details steps for displaying Company Insights V 4.2 for Custom Form in D365 Customer Engagement. Pre-requisites: 1. Company Insights solution installed with version 4.2 2. Custom Form for Entity Steps: Below are steps to configure Company Insights on custom form “FSA Account” for Account Entity 1. Open custom form “FSA Account” 2. Insert … Continue reading Show Company Insights V 4.2 for Custom Form in D365 Customer Engagement

Reconfigure Voice of the Customer

Krishna Bhanushali
Software Developer
Published on July 24, 2018
Category: D365 Customer Service

Introduction: If the Voice of Customer solution is accidentally deleted or misconfigured, it might not be able to receive survey response. You can repair or restore the Voice of the Customer configuration. Steps for restoring configurations are listed below for Web client and Voice of Customer app. Web client: Sign in to Dynamics 365. Go … Continue reading Reconfigure Voice of the Customer

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