View Resource Skills and Roles on Schedule Board in D365 Field Service / PSA
Introduction: This blog explains how to view Resource Skills and Role in D365 Field Service / PSA. Scenario: We often get inquiry from Clients do we have option to view Resource Skills or Roles on Schedule Board before scheduling a Work Order to Resource. Steps: Open Schedule Board and follow...
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Customer Journeys in Dynamics 365 for Marketing
Introduction: In this blog we will demonstrate how to create Customer Journeys in Dynamics 365 for Marketing. As you engage potential customers, they start by discovering your product, evaluate whether it meets their needs, look for a good offer, and finally make a purchase. This process is called as Customer...
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Creating Case in Dynamics 365 from Microsoft Social Engagement Posts
Introduction: This blog explains how to Create Case in Dynamics 365 from Microsoft Social Engagement Posts. Steps to be followed: Steps in Dynamics 365: Go to Settings –> Service Management –> Automatic Record Creation and Update Rule. Click on +NEW. Enter Name and Set the Source Type to Social Activity. Save...
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Business Recommendation in D365 using Business Rule
Introduction: Business Recommended a cool feature in Business Rules which came out last year in D365 that can be used by simple configuration in Business Rules rather than writing JS code to achieve the same. Here’s how we do it – Setting Up Business Rule for Recommendation: Now, can you...
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How to Restrict Download & Print Option for SharePoint Online Document library
Introduction: SharePoint Online is a user-friendly and efficient than any other document management system. However, security is the main concern because it is a cloud service. It is always necessary to have limited control and access for the users. Administrators can restrict the user from downloading or printing the documents...
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Reconfigure Voice of the Customer
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...
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How to send Email Notification to Users using Workflow in Dynamics NAV
Introduction: Many a times in an Approval workflow, we need to notify the user by email to the Approver that approval request is sent also the sender needs to be notified whether the approval request sent is approved or cancelled. Hence, we need to setup Email Notification. Pre-requisites: Microsoft Dynamics...
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Reading more then 10K records in D3FOE OData API
Introduction: We all know Dynamics 365 Finance and Operations has limitation of 10K records to be fetched at a time using Data Entity. While reading records from D3FOE for CRUD operations in OData API you will face issue if you want to process more than 10K records at a time....
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Paging in D365 Customer Engagement v9.0
Introduction: The Xrm.retrieveMultipleRecords method is used to retrieve a collection of records in Dynamics 365 Customer Engagement . In this blog we will demonstrate how we can use paging and fetch more than 5000+ records. In CRM when we fetch records using code we only get the first 5000 records,...
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Set up Dynamics 365 connection in Microsoft Social Engagement
Introduction: This blog explains how to Set up Dynamics 365 connection in Microsoft Social Engagement. Steps to be followed: Go to settings Under connections tab go to Microsoft Dynamics 365. Click in + to create connection and then click on Accept. Select the connection type. You can click on CHECK...
