Introduction In a recent business requirement, we were requested to display account details (account number, Email) horizontally by “Account Name” in the Power BI Report. When we selected a table to display data in our Power BI report, it displayed data vertically by default. We explored more to figure out that we can’t format tables to show… Read More »
Introduction In our previous blog we have explored on how to set date and time fields of dynamics 365 through power app. Handling date and time fields according to time zone is quite tedious task. In today’s blog we will explore more on how to handle date and time fields of dynamics 365 according to… Read More »
Introduction Enhancing the user experience in Dynamics 365 is the on-going activity. Everyone wants to deliver their business application to their customers with rich context, videos, walkthroughs, articles etc. “Learning path” is a tool available in D365 which will help us to strengthen user engagement on D365. By providing them a guided instructions/hints the way… Read More »
Introduction Dynamics 365 CRM comes with various updates and features. While exploring Dynamics 365, we came across a new feature “Upgrade Runs.” Let’s explore more on this in this blog. Upgrade Runs helps us to check the upgrade details of installed solution. To check upgrade details go to->Setting-> Upgrade Logs section as shown in below… Read More »
Introduction Business Process Flow (BPF), which was introduced in CRM 2013 is really useful for all the organizations to train their staff in an effective way. Like, everyone knows BPF is a guided process for a user to follow. Since, CRM 2013, BPF has undergone drastic changes iteration by iteration. Initially, BPF didn’t support SDK… Read More »
Introduction Resco Woodford provides many features one of which is, to be used by the technician by working on the field. Resco provides one of the features that user/technician gets notified for any of the events from the Dynamics CRM in the latest version of the Woodford (11.3.1.0). Consider that user needs to be notified… Read More »
Introduction Microsoft Dynamics CRM 365 introduced features for mobile and tablet to increase user interaction, user convenience and for user friendliness. This control is available for Mobile, Tablet application and on the v9 version of D365 (UCI). Linear Slider Control This control is used to represent field values in linear manner. To add value in… Read More »
Introduction Field Service delivers end to end customer centric experience that helps to organize and manage service agreement, keeping track of assets, inventory management, identifying resources and allocation of work orders to resources. Managing Service Agreements is also a crucial part in Field Service. One good feature provided in Field Service is “Copy Agreement” button… Read More »
Introduction In Dynamics 365 Microsoft included various updates and improvement to Business Process Flow (BPF). Previously when a BPF was started, all the information regarding the BPF was stored within the record itself. There were fields as ProcessId (ID of BPF), StageId (ID of the active BPF). These fields are getting deprecated, so below is… Read More »
Introduction Many times the customer wants to see the history of managed and unmanaged solutions so in this blog we will see how this can be implemented using “Solution History.” A solution is a container that encompasses Dynamics 365 CRM components. It is available in two flavors Managed and Unmanaged. Managed solutions are usually used… Read More »