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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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

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?

Exam MB-200: Microsoft Power Platform + Dynamics 365 Core (Exam Resources)

Below are the recommended resources for MB-200 Microsoft Power Platform + Dynamics 365 Core exam. 1 - Hands on D365 and Power Platform experience 2. Instructor led training, or if you are MCT then you can prepare your self with these books: MB-200T01 - Dynamics 365: Power Platform Applications. MB-200T02 - Dynamics 365: Power Platform … Continue reading Exam MB-200: Microsoft Power Platform + Dynamics 365 Core (Exam Resources)

How to send an invitation code to the Microsoft CRM Portal User for registration

Problem: How to send an invitation code to the Microsoft CRM Portal User for registration Solution: Create a custom solution with workflows and entities. Use Contact and Invitation entity. Details: Pre-requisite: User configuring the system is the Global Administrator Microsoft CRM Portals add on is configured Customer Self Service portal is switched on Please follow … Continue reading How to send an invitation code to the Microsoft CRM Portal User for registration