Dynamics 365 – Connections VS Custom Entity

In Dynamics 365 if you want to associate a single Contact with multiple Accounts then we have two options: Use ConnectionsCreate a custom entity Benefits of using Connections is that it is out of the box, it is fluid means you can add/remove relationships when ever you want. However, from reporting point of view and … Continue reading Dynamics 365 – Connections VS Custom Entity

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New Dynamics 365 Sales mobile experience – Dynamics 365: 2020 release wave 2 plan

ne of the features that Microsoft is planning to roll out from October 2020 is the new dynamics 365 Sales mobile experience app. This is available for Public Preview in Oct 2020 therefore I couldn't install it on my mobile, but the user experience seems promising. The top feature of the new Dynamics 365 Sales … Continue reading New Dynamics 365 Sales mobile experience – Dynamics 365: 2020 release wave 2 plan

How to manage Dynamics 365 users from Azure AD

You can create Office 365 type group in Azure AD 2. Now you can add members in your AD Group. 3. Now go to Settings -> Security in your Dynamics 365 instance where you want to manage roles 4. Create a AAD Office Group Team there, and give it a name for example Sales Team … Continue reading How to manage Dynamics 365 users from Azure AD

What is the difference between Organizational Units, Facility, Business Units and Territory? in D365 CRM – Field Services world

Organizational units are created in Field Service to represent locations where resources can be dispatched from. They can have Longitude and Latitude values assigned to them that assist in geo location. Facilities are used to represent locations where services might be conducted such as a room or building. Business Units are used as to represent … Continue reading What is the difference between Organizational Units, Facility, Business Units and Territory? in D365 CRM – Field Services world

COVID-19 Hospital Emergency Management Solution (Mobile App, Admin App, Dashboards) – Microsoft Power Platform

Microsoft has launched an Emergency Response App for Hospitals in April 2020, in order to cope up with the admin stress. We as IT Professionals can help hospitals, making their admin tasks easy and providing real time stats to the Medical Professionals and Decision Makers. This is a Microsoft Mobile App for Health Ministers, Medical … Continue reading COVID-19 Hospital Emergency Management Solution (Mobile App, Admin App, Dashboards) – Microsoft Power Platform

What are the three different types of Products in Field Services?

As soon as you enable the Field Services app, you will see the Field Services tab on your Product Main form. The "Field Service Product Type" is a field that tells the type of the product. In Field Services, there are three different types of Product: 1 - Inventory 2 - Non-Inventory 3 - Service … Continue reading What are the three different types of Products in Field Services?

COVID – 19 – Crisis Communication – Power App for Company Employees

Yesterday Microsoft announced Power App template for Crisis Management that any organisation can use for managing Crisis with in the organisation. For COVID-19 emergency, organisation can use this Power App to engage employees for their well being. It can also be used for: Bush Fire Emergency Schools and Day Care Shut down Road Closures Hospital … Continue reading COVID – 19 – Crisis Communication – Power App for Company Employees

Power Apps – How to create environment?

An environment provides storage for apps, flows, data, and various other resources. When users create an app in an environment, that app can connect to any data source, including connections, gateways, and flows. Reference In the Power Platform admin portal, you can now create environments for your Power Apps. We can also create environments from … Continue reading Power Apps – How to create environment?

How to create a Work Order Substatus in Field Services D365 App?

Background: In Dynamics 365 Field Services app, you can create Work Orders and assign resources to these orders. You can also create a Schedule Board to have a big picture of your open Work Orders. This scenario talks about a custom Schedule Board, where you don’t want to display the Work Orders that are waiting … Continue reading How to create a Work Order Substatus in Field Services D365 App?

How to get a list of Entities and attributes from a Solution?

Dynamics 365 Functional Consultants can get a list of the entities using XRM tool box plug in “Metadata Document Generator”. Sometimes it is a requirement that in the CRM design document Consultants capture all the entities and attributes for customer. So instead of typing the names and attributes, you can run this plugin and get … Continue reading How to get a list of Entities and attributes from a Solution?