Background: One of the frequent requests we continuously get from our clients is for someone else to do Time entries on behalf of other resources. We know that this can be done using Delegations feature in Dynamics 365 PSA. You can read more about delegations here written by another D365 PSA Expert – Priyesh Wagh … Continue reading PSA – Create Time Entry Delegations for all resources →

Introduction: Lot of D365 Administrators would have observed that we no longer see the Organization Insights solution on AppSource anymore. This is because you can now see the Organization Insights on the new Administration portal for D365. New D365 Admin Portal! There is new portal for D365 Administration which is in preview. You will see … Continue reading New D365 Admin portal and new way to access Organization Insights →

Problem Statement: D365 Sales on CRM in general has ability to revise Quotes to track the Quotes revision. In sales, the process was to Activate the Quote, and then you get option to Revise Quote which will create the Copy of Quote with new revision number in Draft state. In Project Service quotes, we don’t … Continue reading Quote revision in D365 PSA →

Why do we need SAS key for Blob File? Azure Blob is massively scalable object storage for unstructured data. Blob Storage can handle all your unstructured data, scaling up or down as your needs change. You no longer have to manage it You only pay for what you use and you save money over on-premises … Continue reading Generating Azure Blob file SAS key using Azure SDK →

Issue: When we use a HTML web resource in Dynamics 365 CRM forms or even as a separate navigation, we sometimes face issue that Backspace on Text boxes do not work. Why this happens: This happens because in Custom HTML web resources, we add reference to “ClientGlobalContext.js.aspx”. We need this library to gain access to the … Continue reading [Solved] – Backspace not working in HTML Web Resources →

Introduction: The unified client which was released D365 V9 had a very refreshing UI and lots of features. One of the best features in Unified Interface was Timeline view, but the timeline view did not have ability to send emails. The Unified client has a new Email UI with rich text controls and advanced editor. … Continue reading Dynamics 365 Tip: Sending Emails using Unified Interface →

Main cause of Performance Issues: Bandwidth and latency are the primary characteristics which affects the performance of Dynamics 365 client application on the web browser and other apps like D365 for Outlook It is also important to note that even if there is high bandwidth, the performance may be still slow because of latency issues. … Continue reading Dynamics 365 Client Diagnostics →

Background: When an enterprise transitions to Cloud, it may still need to leave some assets on-premises for technical or security reasons. Typically SQL DBs will be On-premises for most enterprises. But this should not stop the enterprise from having their Web apps, APIs, services and mobile apps on cloud. The major hindrance in this scenario … Continue reading Connecting to On-Prem SQL from Azure Web App →

Background: In Dynamics CRM, one of the common requirement customer have is to Run a report and save the copy of the report (PDF/ Word/ Excel) as notes/ attachment on the record or send the created document as email attachment to customer. Sounds an innocent requirement, right? With CRM online, it is NOT. What we … Continue reading CRM Tip: Automatically Creating document from Word Template and attaching to Record →

Problem Statement: When we want to export Attachments from CRM (both Notes and Email attachments), we can do this using a Console Application where we read the documentbody from CRM using Fetch XML, and then we convert that to bytes and export to a local folder (or any target system) This Method is proper and … Continue reading CRM – Issue with retrieving large document body using Fetch XML →