With new release of Dynamics 365 and Power Platform in April 2019, here are some of the important features list I found will be useful. This post only highlights features related to Sales and Customer Service.
Dynamics 365 Sales:
Content recommen...
With new release of Dynamics 365 and Power Platform in April 2019, here are some of the important features list I found will be useful. This post only highlights features related to Sales and Customer Service.
Dynamics 365 Sales:
Content recommen...
This is very informative
Phani Rajasekhar
One of our customer reported that couple of Business Rules are not working in Mobile app which are working perfectly in Web application. Spent so much time to understand the problem with Mobile app and fin...
Select the Dashboard that you want to copy
Click the Save as Button
It will ‘copy’ and create another dashboard, then you can modify for the second.
Thanks Aileen Gusni for the information.
Happy CRMing
Background:
One of the frequent requests we continuously get from our clients is for someone else to do Time entries on behalf of other resources.
We know that this can be done using Delegations feature in Dynamics 365 PSA. You can read more about...
Lot of D365 Administrators would have observed that we no longer see the Organization Insights solution on AppSource anymore.
This is because you can now see the Organization Insights on the new Administration portal for D365.
New D365 Admin Porta...
I have been facing this issue, and this blog addresses the issue
Dynamics 365 Funda by Zohaib Uddin Khan
The entity Referenced by this process includes a currency value that does not exist in your organization. Select a different currency and try ...
Summary:
I have observed Project entity in PSA does not have common buttons like Run workflow, Run Report or Start Dialog.
Sometimes we need these options, which we can easily enable by following below steps:
Steps:
Create a new solution for Ribb...