Introduction: In this article, I will explain the steps to enable on-demand workflows [JG1] in Dynamics 365 for Customer Engagement’s Unified Interface. With the release of D365CE apps version 9.0, Microsoft has introduced a new user experience – UCI, Unified Client Interface, or Unified Interface – which uses responsive web design principles to provide an optimal … Continue reading Run on-demand workflows in Microsoft Dynamics 365 for Customer Engagement UCI Apps →

Introduction: ERP solutions are complex and hence it is significant for any enterprise to analyse the necessity and extract the complete understanding of the solution so as to derive the full benefits of it internally before it decides to deploy one. Having said this, Microsoft Dynamics 365 is one such platform which rather offers a … Continue reading Comparison between D365 Business Central & D365 Finance & Operations →

Introduction: I have worked on several D365 Retail implementation projects. The largest one being for one of the clients in South Asia who was a sports goods retailer and owned several stores across the region. Just in case any body needs introduction, Dynamics 365 for Retail provides mid-market and large retailers with a complete head … Continue reading Store Code Set up Manual Process In D365 Retail →

Introduction: A very handy approach for admins and users of Dynamics 365 who want to bulk clean up field values – And just selecting them in Bulk Editing them as shown below doesn’t help!! So here’s the scenario – You want to clear the selected records for their Credit Score field. Because primarily, you can … Continue reading Bulk Clear field values in D365 →

Introduction: This blog explains how we can add files from D365 Portal directly into SharePoint which was long awaited feature missing from Portals. Below are the Steps: Step 1: Set up SharePoint integration from Portal Admin Center 1. Go to the Dynamics 365 Administration Center page and select the Applications tab. 2. Select the name of the … Continue reading Integrating SharePoint with D365 Portal →

Introduction: This blog explains the steps on how to enable OnDemand Workflow in D365 CE UCI Apps. Scenario: After clients are upgraded to D365 CE V9 version, Users are unable to use Classic App functionality to run OnDemand Workflows which was showstopper since it was routine task and much needed functionality. Steps: Below are steps … Continue reading Run OnDemand Workflow in D365 CE UCI Apps →

Introduction: In this blog we will see how we can create folder structure in SharePoint for Leads when the record is created in CRM using MS Flows Pre Requisites: SharePoint Integration must be enabled for the required entities Implementation Step 1: Here in our Flows we have used “Create of a record(Leads)” as trigger condition. … Continue reading Create Folder Structure in SharePoint using MS Flows →

Often, when a real-time workflow is being executed in the background, users don’t know how long it will take for the processing to finish. setFormNotifications in D365 v9 come handy! Scenario Here’s how I put my scenario – I call the Real-Time workflow using JS, example, on change of a certain field or the JS … Continue reading Use setFormNotification (Client side JS) in D365 v9 while Real-Time workflow is executing →

Anyone who uses a CRM on a regular basis hopes that it will work seamlessly without errors. But from time to time, when creating and qualifying a lead, confusing error messages popup and leave users wondering about a resolution.  A very common error in Dynamics 365 Project Service Automation comes up when trying to qualify … Continue reading Resolving an “Error: Value cannot be null” issue in Microsoft Dynamics 365 Project Service Automation →

I was trying to explore the Extend Booking functionality in Dynamics 365 Project Service Automation (PSA) and saw that the users were getting allocated for the entire 24 hours in a day. Immediately, I realized that the issue was coming up because the work hour template was not set properly. When the new work hour … Continue reading Setting the WorkHourTemplate to schedule resources correctly in Microsoft Dynamics 365 Project Service Automation →