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