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 recommendation through playbooks Productive sales collaboration with Microsoft Teams Seamless configure-price-quote (CPQ) integrated experience (this … Continue reading Dynamics 365 CE and Power Platform April 2019 Release – Important Updates

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

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 delegations here written by another D365 PSA Expert - Priyesh Wagh … Continue reading PSA – Create Time Entry Delegations for all resources

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 Portal! There is new portal for D365 Administration which is in preview. You will see the … Continue reading New D365 Admin portal and new way to access Organization Insights

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 Ribbon Customizations. Add project entity in the solution Add Another entity which has Reporting … Continue reading Enable Reporting and common Buttons on D365 PSA – Project Entity

Dynamics 365 Tip: Sending Emails using Unified Interface

The unified client which was released D365 V9 had a very refreshing UI and lots of features. One of the best features in Unified Interface was Timeline view, but the timeline view did not have ability to send emails. The Unified client has a new Email UI with rich text controls and advanced editor. This … Continue reading Dynamics 365 Tip: Sending Emails using Unified Interface

D365 V9 – Developer Updates – Part 1: Show Progress Indicator

Summary With D365 V9, there are lot of updates to Development specially in Client API/ Form Scripting in CRM. I am starting a series of blogs to cover all the new features with code samples and examples. Lets start with Xrm.Utility client API updates showProgressIndicator This function displays a dialog, where you can customize the … Continue reading D365 V9 – Developer Updates – Part 1: Show Progress Indicator

Customizing Entity Icons for Unified Interface – Dynamics 365 v9

With D365 v9 release, we have the new Unified Interface. Observation: When I started working with it, I observed that I cannot see the entity icons in the navigation even though I had uploaded but 16*16 and 32*32 icons for the entity. I was also able to see the Entity icons in the web interface … Continue reading Customizing Entity Icons for Unified Interface – Dynamics 365 v9

Dynamics 365 – Uninstalling Microsoft Portals – Steps

Introduction: Those who have tried Uninstalling Microsoft Portals or ADX portals are well aware it is extremely painful task. It will be even more painful if the Portal customizations done are no managed properly in a solution. I had to do this task recently, for my learning as well as a POC, and below are … Continue reading Dynamics 365 – Uninstalling Microsoft Portals – Steps

How is CRM solution publisher important

In this blog, I wanted to discuss about one of the topics that many people tend to ignore- CRM Solution Publishers. Background When creating solutions, most people tend to use the default publisher for the solution. The only thing most people understand about publisher is that it allows us to set the prefix and optionset … Continue reading How is CRM solution publisher important