Category Archives: D365 Customer Service

Share Records in D365 CRM by Code

Introduction: This blog details steps how to share entity record in D365 CRM by Code. Scenario:  We have client requirement to share record with multiple set of Users in D365 CRM based on criteria selected by User on Form and needed to be automated. Implementation Step: Below code to be developed for OnCreate of record. … Continue reading Share Records in D365 CRM by Code

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How to make same record available in two different Organization / Environment? Part 2

Please refer to my previous blog better understand why the same records are required in two different Organizations or Environments. Click Here Import Phase: Login to Destination Environment in which you want to import the Data with the same GUID. In Destination Environment, Open the Entity View and click on right three dots for import options. … Continue reading How to make same record available in two different Organization / Environment? Part 2

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How to make same record available in two different Organization / Environment? Part 1

Why it is required? Let’s discuss the scenario where we will be required to have some records in the Multiple Environment. Let’s say we have workflow or flow which is configured or running with specific records. So, if we move the flow or workflow to another organization or Instance so the same record is not … Continue reading How to make same record available in two different Organization / Environment? Part 1

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How to use “Level up” for Dynamics 365 CRM?

This chrome extension allows to easily find the logical names of entities. It also allows Dynamics CRM users to perform advanced actions, that normally require bookmarklets. Steps: Install Chrome Extension Link-https://chrome.google.com/webstore/detail/level-up-for-dynamics-crm/bjnkkhimoaclnddigpphpgkfgeggokam   The other major functionalities provided are: Hope this helps!

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How to avoid the reposting of Old Email Activity on the Activity Timeline of Lead when Lead is Assigned to new Owner

Problem: Whenever we are assigning the new owner to Lead present in the CRM, the Last Date Modified of the Email Activity gets changed to the current date and time when the new Owner is assigned. Now due to this, all the Old Email Activity with other owner get re-posted to the Activity Timeline of … Continue reading How to avoid the reposting of Old Email Activity on the Activity Timeline of Lead when Lead is Assigned to new Owner

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How to Run Jobs manually in Microsoft Dynamics 365 Retail

“Run Jobs” – as the name suggests is a process between Retail Channels and Retail essentials through which we transfer data between channels and database. Please Note: Jobs Run at a specified time which may be different for every Retail Scheduler. Be aware of what the time is set for jobs to run automatically.  Running … Continue reading How to Run Jobs manually in Microsoft Dynamics 365 Retail

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How to change the Quote status to Draft after the Quote is won in PSA V3.X using MS Flow

Problem Definition: The sales cycle in my company demands me to create an opportunity every time a CR is requested or there is an additional estimate via a proposal that we ask on the current project from the customer. This needs me to go through the cycle from Opportunity to Quote to Contract. But, in … Continue reading How to change the Quote status to Draft after the Quote is won in PSA V3.X using MS Flow

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Setting up schedule-based refresh in CDS

Data Integration project support two types of executions Manual   and auto-refresh i.e. schedule-based refresh. For manual refresh   we   have to select the project and click on run. In this blog we will   learn   how to create a schedule to run a Integration project at   specific date and/or time. First go to Admin Center Go to … Continue reading Setting up schedule-based refresh in CDS

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First Canvas Power App: Learn Few Easy and Important Commands

These days there are so many companies that are developing software applications to help businesses manage the projects. But, nothing comes close to dynamics 365 project service automation. It is unique and is one software that every business should have if they want to manage projects and help them to become successful. Companies can track … Continue reading First Canvas Power App: Learn Few Easy and Important Commands

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Powerful Tips to Solve your Infinite Loop Issue

Dynamics 365 for Customer Service is the right ERP software to use if you desire to see the customer service improvement in your company. When businesses provide excellent customer support, clients not only have the best experiences, but they also stay loyal to a business. Of course, there are so many ERP solutions out there … Continue reading Powerful Tips to Solve your Infinite Loop Issue

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