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
This is very informative
One of our customer reported that couple of Business Rules are not working in Mobile app which are working perfectly in Web application. Spent so much time to understand the problem with Mobile app and finally figured out that one tab on the contact form is not loaded in mobile app because of maximum 5 tabs allowed limitations. Some fields that we are referring in the business rules are part of this missing tab. So, business rule trying to lock (unlock, mandatory, setvalue etc.,) the field which is not loaded on the form and failing. Finally we decided to create a new form by considering the limitations with mobile app and the business rules that we implemented.
Below are the limitations of Forms in mobile app
- You shouldn’t have more than 75 fields on the Form
- You shouldn’t have more than 5 tabs on the Form
- You shouldn’t have more…
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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
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
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
I have been facing this issue, and this blog addresses the issue
The entity Referenced by this process includes a currency value that does not exist in your organization. Select a different currency and try again.
The story begins when I imported a solution from Organization1 to Organization2. The solution has only one workflow, which has only one step of ‘Send an Email’ using Template.
Let me give you some brief about Organizations where I am doing all this:-
Organization1: Default (Base) Currency = US Dollar
Organization2: Default (Base) Currency = Pakistan Rupee (Or any currency other than Organization1 Base Currency (US Dollar))
Both of the organizations have only one currency under ‘Setting’ – ‘Business Management’ – ‘Currencies’ which are mentioned above.
When I imported the solution in Organization2, it showed me the following warning:-
‘This process contains errors and cannot be activated. Open the process, correct any errors and try again.’
When I opened the imported process in the target organization…
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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
Issue: When we use a HTML web resource in Dynamics 365 CRM forms or even as a separate navigation, we sometimes face issue that Backspace on Text boxes do not work. Why this happens: This happens because in Custom HTML web resources, we add reference to "ClientGlobalContext.js.aspx". We need this library to gain access to the … Continue reading [Solved] – Backspace not working in HTML Web Resources
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
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