How to assign records using workflows in Dynamics 365?
Scenario: A company has a large customer base and dedicated support system. Presently, any support engineer can pick up a case and resolve it. But the challenge is with High…
How to update records using workflows in Dynamics 365?
Scenario: As per the company's policy, every customer and their contacts must get their KYC (Know Your Customer) done every six months. It is easy to update Account's Address, but…
How to create records using workflows in Dynamics 365?
Scenario: In a large organization, it's getting difficult to manage leads follow-ups because of the high volume. The organization is using D365. Most of the salespeople forget to follow-up with…
What are the types of workflows in Dynamics 365?
Background Workflow (Asynchronous) Note: It is now recommended to use Microsoft Flow instead of background workflow. In the screenshot above you can see the background workflow. Let us discuss each…
Custom Icons and ToolTip in D365 Views
You can add graphics to a view and establish the logic used to select graphic based on column value using JavaScript. In the following example we will customize "All Opportunities"…
How to Create Project Contract? (Episode 14)
This in continuation to Episode 11 and Episode 12, where we had discussed how to create a Quote and a Project, respectively. If you are reading this episode directly, I…
How to Use MS Project to Manage Schedule (WBS)? (Episode 13)
Prerequisites To be able to use MS Project to manage Schedule (WBS), there are certain prerequisites: You need to have Project Service Automation (PSA) subscription. You need to have MS…
How to Sign Up for MS Project Trial? (Prerequisite for PSA Ep13)
Microsoft Project Perform the following tasks to sign up for Project Online Essentials Trial: Login to https://portal.office.com Open the catalog: https://admin.microsoft.com/AdminPortal/Home#/catalog Scroll to find Project Online Essentials: Click to Open…
How to Create Project With Schedule (WBS)? (Episode 12)
If you have been following the blog post, by now you would be familiar with creating an opportunity and quotation. Now let's see how you can create project and define…
How to Setup Cost Price and Sales Price? (Episode 09)
Cost Price Cost Price is the cost incurred by your organization. For your Organization Unit, you can define Cost Price per Resource. It determines what resource cost is going into…