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: While scheduling a meeting from Outlook client, sometimes we may also need to select the room where the meeting will be held. Room Finder in Outlook client helps us to find the available rooms. Sometimes it may happen that when a user creates a new meeting in Outlook, no conference rooms are listed in … Continue reading Room list not showing in Room Finder (Outlook Client) →

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 →

Overview: Now, you often must have noticed that the field Est. Revenue on Opportunities is either locked or is open to enter value into it. There’s a reason for this as well. Revenue Field: So basically, there is a field on the Opportunity that drives this operation. It is called as Revenue field! System Calculated- … Continue reading Estimated Revenue field behavior of Opportunity Entity →

Introduction: If you use Microsoft Dynamics 365 for Sales for customer engagement then you can use Microsoft Dynamics 365 Business Central for order processing and finances and have seamless integration in the lead-to-cash process. When you integrate you application with sales, you can have all the access to Sales data from Business Central and the … Continue reading Microsoft Dynamics 365 Business Central and Microsoft Dynamics 365 for Sales Integration →

Introduction: In this blog we will discuss some extended custom functionality of uploading documents to SharePoint and CRM. Purpose: By default, document location is enabled for some OOB entities like Accounts, Contacts, Opportunities and by default document location gets created for records on first time load of Document Location associated view. This is the OOB … Continue reading Custom Document Structure in Dynamics CRM and SharePoint →

Introduction: While starting the AOS service if you face above error then check 2 things, Check your System log as mention in error (Event Viewer-> Windows Log -> System) it will give you error ‘Cannot create another system semaphore’. Also, Check your Application Log (Event Viewer -> Windows Log -> Application). Cause: This error means … Continue reading Error ‘Cannot create another system semaphore’ while starting the AX 2012 AOS service →

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: In this blog we will demonstrate how to create Customer Journeys in Dynamics 365 for Marketing. As you engage potential customers, they start by discovering your product, evaluate whether it meets their needs, look for a good offer, and finally make a purchase. This process is called as Customer journeys. Pre Requisites: Before we … Continue reading Customer Journeys in Dynamics 365 for Marketing →

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 →