Introduction: In this article, we will learn how to dynamically use Dynamics 365 CRM option set/ CRM picklist in Power BI. As you may be aware that CRM picklist stores Integer value in the backend and not the actual display name. So, whenever you query an entity with picklist fields in Power BI you will … Continue reading CRM Option set in Power BI →

Introduction: This blog explains how to enable custom field in Filter section of Schedule Board in D365 Field Service & PSA. Scenario: Need to filter resources on Schedule Board by custom fields other than standard fields like characteristics, roles, business units, terriotries etc. Pre-requisites: Configure 2 Custom Entities with below Details 1. Crew Entity with Name … Continue reading Extend Schedule Board Filter Section in D365 Field Service/PSA →

Introduction: This blog explains how to view Resource Skills and Role in D365 Field Service / PSA. Scenario: We often get inquiry from Clients do we have option to view Resource Skills or Roles on Schedule Board before scheduling a Work Order to Resource. Steps: Open Schedule Board and follow below steps to view skills … Continue reading View Resource Skills and Roles on Schedule Board in D365 Field Service / PSA →

Introduction: This blog explains how to Create Case in Dynamics 365 from Microsoft Social Engagement Posts. Steps to be followed: Steps in Dynamics 365: Go to Settings –> Service Management –> Automatic Record Creation and Update Rule.  Click on +NEW. Enter Name and Set the Source Type to Social Activity. Save the record Under Channel Properties … Continue reading Creating Case in Dynamics 365 from Microsoft Social Engagement Posts →

Introduction: This blog explains how to Set up Dynamics 365 connection in Microsoft Social Engagement. Steps to be followed: Go to settings Under connections tab go to Microsoft Dynamics 365. Click in + to create connection and then click on Accept. Select the connection type. You can click on CHECK INSTANCES it will load the … Continue reading Set up Dynamics 365 connection in Microsoft Social Engagement →

Introduction: The Variable Connector, created as part of the Scribe Labs initiative, adds a much-needed feature to TIBCO Cloud Integration i.e. to store and retrieve variables in a Scribe Map. However, keep in mind, these variables cannot be shared between maps or solutions. Steps For Installation: To begin using the connector, install it from the … Continue reading Using Variable Connector In TIBCO Cloud Integration →

With a demand for concrete strategy to determine how applications, workloads & data remain available during downtime organizations need a disaster recovery & business continuity strategy which is given by Microsoft azure. Azure BCDR covers people, communication, transportation that includes physical facilities & information technology. Even the smallest of the outage can prove to be … Continue reading Generating Azure Blob file SAS key using Azure SDK →

In Power BI, Dynamics 365 is connected using its Web API i.e [organization URI]/api/data/v9.0 Dynamics 365 Web API does not support GET Request for calendarrule entity; because of which Power BI cannot retrieve calendar rule entity details. You can verify by browsing to the URL: [organization URI]/api/data/v9.0/calendarrules Please refer to the screen capture below for … Continue reading Calendar Rule Entity not supported in Power BI →

Business central from Dynamics 365 is an ERP solution from Microsoft which is designed to understand your business needs and change it for better.  Dynamics 365 business central development is a business management solution that is extremely easy to use and implement across several domains in your organization. Business central is the cloud version of … Continue reading How to send Notes to the Customer from a Custom Page using an Action button in Dynamics NAV →

Introduction: This blog explains how to Configure Alert Configuration in Microsoft Social Engagement. Steps to be followed: Go to Message Center Click on + to create alert configuration. Enter the following details: Name: Give name to your alert. Alert Type: select the type of alert  you want. Post alert/Trend alert Email recipients: Enter the email … Continue reading How to Configure Alert Configuration in Microsoft Social Engagement →