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Dynamics 365 CE and Power Platform April 2019 Release – Important Updates

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...

Somesh2207 1,563
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Dynamics 365 CE and Power Platform April 2019 Release – Important Updates

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...

Somesh2207 1,563
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Limitations of Business Rule with Mobile App

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...

Somesh2207 1,563
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Quick Tip – Creating copy of Dashboards in D365

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

Somesh2207 1,563
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PSA – Create Time Entry Delegations for all resources

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...

Somesh2207 1,563
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New D365 Admin portal and new way to access Organization Insights

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...

Somesh2207 1,563
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CRM 2011: The entity Referenced by this process includes a currency value that doe...

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 ...

Somesh2207 1,563
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Enable Reporting and common Buttons on D365 PSA – Project Entity

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...

Somesh2207 1,563