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…
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 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 Create Project Opportunities? (Episode 10)
Project Opportunities are warm leads from customers who are interested in contracting your services. Scenario: Adventure Works would like to implement Business Central. Adventure Works contacts Tech Quantum - AU…
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…
How to Configure Resource? (Episode 08)
When you install Dynamics 365 for Project Service, Resource Scheduling is also enabled that allows you to manage resources. Resource Management Includes: Working Hours Resource Skills Resource Roles Target Utilization…
How to Bulk Delete the Bulk Delete in Dynamics 365?
The bulk deletion feature helps you to maintain data quality and manage the consumption of system storage by deleting data that you no longer need. But then how do you…
How to Install & Configure Language Packs in Dynamics 365?
With language Packs, users can view Dynamics 365 User Interface in the Language that is different from the base language. For example, if English is the base language, its possible…