Plug-in VS Custom workflows in Dynamics 365

When to create Plug-in and when to write custom workflows in Dynamics 365 CRM? Plug-ins are event handlers and are fast. If system performance is your priority then use Plug-ins.Workflows can perform limited functions like triggers on create, update, read, delete. If there are certain other functions, that you want to perform then use Plug-ins. … Continue reading Plug-in VS Custom workflows in Dynamics 365

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How to create a Bid or Tender Management System in Dynamics 365?

Bid management is a process by which Bid Managers completes the submissions to respond to a proposal. It is an end to end process of ensuring quality standards are met. Bid management is also called Tender Management some time. For example, lets suppose there is a “Flinders Train Station Upgrade Project” in Melbourne and Public … Continue reading How to create a Bid or Tender Management System in Dynamics 365?

Dynamics 365 – IT Help desk – How to send an email, when a case is assigned to an engineer?

In Dynamics 365, I have configured IT Help desk by picking up the Customer Service module. I have a business requirement, that my engineer should receive an email, as soon as the case is assigned to him/her. The case is assigned by IT Help desk agent. For this requirement, I have setup a workflow in … Continue reading Dynamics 365 – IT Help desk – How to send an email, when a case is assigned to an engineer?

How I configured IT Assets for IT Helpdesk in Dynamics 365?

I have Dynamics 365 Customer Engagement plan subscription. And I am using IT Help desk in Services module. I can create help desk cases, incidents, changes and problems. Things are going well. This is our internal IT help desk system and I don't plan to subscribe for Finance and Operations at the moment. So, now … Continue reading How I configured IT Assets for IT Helpdesk in Dynamics 365?

How to associate a Parent Company with a Customer in Dynamics 365?

When you are creating a new Customer in Dynamics 365 CRM, and if you want to associate its Parent Company then you can follow below steps, 1 - Log in to your https://home.dynamics.com page and click your company app. 2 - Then you would need to click Sales then Accounts, and Create a new account. … Continue reading How to associate a Parent Company with a Customer in Dynamics 365?