web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :

Community blogs

Dynamics 365 Community / Blogs

Featured

Service | Customer Ser...
Dynamics 365 Field Service: Using Flow and PSA to create Time Entries of Work Orde...
apa 8,284 Moderator
Like (0)
Service | Customer Ser...
Dynamics 365 Customer Engagement: PSA V2, Field Service V7 and the Unified Interface
apa 8,284 Moderator
Like (0)
Service | Customer Ser...
Dynamics 365 Field Service: From Opportunity Lines to Work Order Products and Serv...
apa 8,284 Moderator
Like (0)
Service | Customer Ser...
Dynamics 365 Field Service: Syncing Bookable Resource Bookings to Exchange with Flow
apa 8,284 Moderator
Like (0)

Latest blog posts

View all
Like (0)
Dynamics 365 Field Service: Using Flow and PSA to create Time Entries of Work Orde...

Tested on:Dynamics 365 version 9.0.2, Field Service solution version 8.x, PSA solution version 3.x, Unified Interface, Microsoft Flow Enabling field technicians to generate additional sales on their service calls is one of the many selling points ...

apa 8,284 Moderator
Like (0)
Dynamics 365 Customer Engagement: PSA V2, Field Service V7 and the Unified Interface

Tested on: Dynamics 365 Customer Engagement version 9.0.2 PSA solution version 2.4.6.27 Field Service solution version 7.5.3.36 Unified Interface I recently tried the Field Service app after updating the V7 Field Service solution and to my surpris...

apa 8,284 Moderator
Like (0)
Dynamics 365 Field Service: From Opportunity Lines to Work Order Products and Serv...

Tested on: Dynamics 365 version 9.1, Field Service solution version 8.x, Unified Interface A common customer scenario is one where a core Dynamics 365 Customer Engagement Opportunity form is in use for a sales process. “What do we do with ou...

apa 8,284 Moderator
Like (0)
Dynamics 365 Field Service: Syncing Bookable Resource Bookings to Exchange with Flow

Tested on:Dynamics 365 CE with Field Service version 8.8 I’ve previously written about syncing Dynamics 365 for Project Service Automation’s Resource Assignments to exchange with Flow. For the most part, that Flow can also be used ...

apa 8,284 Moderator
Like (0)
Dynamics 365 Field Service: Moving attachments from Notes to SharePoint Online wit...

Tested on:Dynamics 365 CE with Field Service v 8.8.0.88, mobile project v 1.0.1322 One of the handy features in Field Service Mobile is the possibility to capture images and signatures. Despite the changes introduced in April 2019 to the stora...

apa 8,284 Moderator
Like (0)
Dynamics 365 Field Service: Moving attachments from Notes to Azure Files and Azure...

Tested on:Dynamics 365 CE with Field Service v 8.8.2.160, mobile project v 1.0.1322 The previous blog post I wrote was about moving attachments from Notes to SharePoint Online with Flow. My decision to use SharePoint caught the attention of so...

apa 8,284 Moderator
Like (0)
Two-way sync of bookings between Dynamics 365 and Outlook, Part I – Change Notific...

Syncing Bookable Resource Bookings between Dynamics 365 and Outlook has been a hot topic since Microsoft officially deprecated the feature. I wrote about syncing bookings to Outlook with Power Automate back in 2019. While a one-way sync has alway...

apa 8,284 Moderator
Like (0)
Two-way sync of bookings between Dynamics 365 and Outlook, Part II – Sync from D36...

In part I we looked at change notifications in Graph API. In this part II we’ll cover how bookings (Bookable Resource Bookings) are synced from Dynamics 365 to Outlook when bookings are created, updated or deleted. To clarify terminology, b...

apa 8,284 Moderator