How to work with custom help panes and guided tasks?
You can configure a custom in-product help experience in Dynamics 365 that is tailored to your organization. Use custom help panes to provide table, form, and language-specific help and guidance…
How to work with Global Custom Help URL & Table Help URL?
Microsoft Dynamics 365 for Customer Engagement provides you with two options when it comes to help features. However you can enable and use one of the feature at a time.…
How to add sample data in Dynamics 365 Customer Engagement?
To install sample data in Dynamics 365, perform the following steps: Classic Environment If you are using classic environment: Go to Advanced Settings Click Data Management Click Sample Data In…
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…
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 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 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…