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 →

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 →

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 →

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 →

Introduction: With update of Microsoft dynamics new exiting features has been introduced in Dynamics 365 sales one them is Reference Panel. Description: While putting the Quick create or any subgrid in a section extra space gets added which looks weird. Most of us has feel the same situation. But with the introduction of “Reference Panel” … Continue reading User Reference Panel in D365 →

Introduction: Microsoft has introduced a new platform to access the different app and analytics. You can access your different environment. 1. Power BI 2. Power apps 3. Flow Currently you might have opened few cases using this platform but there are lot more than that we can do. This is in preview mode can be … Continue reading Power BI Platform →

Introduction: After the introduction of web API in CRM, user can execute all the requests which is possible through C# or JavaScript. In this blog I will explain how to attach a document to record using the postman. Description: Notes attachments has been tested with a custom entity and tested on Postman. To work this, … Continue reading Create Notes Attachment using WebAPI →

Introduction: Sometimes it is required to share the certain documents with outside users. It is possible that user can share that document as hard copy. If that document is hosted on SharePoint user can make a shareable link. Description: Sharing a document to the outside users are possible via directly going to SharePoint and creating … Continue reading Share SharePoint document programmatically →

Introduction: In Business Central, to send an Email the sender Email is always the user in SMTP Setup. But, what happens when you are sending email from <admin@yourorganization.com> but should be going department wise ie. <sales@yourorganization.com> and <marketing@yourorganization.com>. Thus in this blog I’ll be showing how to send email from the department email using the … Continue reading Sending Email from Admin on behalf of sender in Business Central using MS Flows →

Sorting can be used for defining an order direction for your Custom Visual. There are 3 different ways using which you or a user using your visual can sort your visual. They are as follows: Default Sorting: This is the easiest sorting option and gives users the ability to sort the visual by any field … Continue reading Power BI Custom Visual Sorting →