Dynamics 365’s SharePoint integration allows us to create, manage, upload, view, and remove SharePoint documents 365. Expanding the use of SharePoint’s document management and team communication features produces excellent outcomes that results in enhanced productivity for most firms. Furthermore, SharePoint has significantly more storage space than Dynamics 365. We do not have to worry about D365 instance running out of storage or the cost of additional storage escalating. So, let’s get started with the integration process:
Learn how to create Dynamics 365 Scheduled Report using Microsoft Flow. Microsoft released Flow about a year and a half ago, and it has seen significant upgrades since then. We can use flow to schedule a report and also include an HTML table in the email body.
Dynamics 365 Field Service mobile app helps the frontline workers manage and complete their service tasks while onsite at a job. The mobile app enables them to view their daily schedule, complete inspections, bill for products and services, send reports to customers, and submit their time-off requests. It is built on Microsoft Power Platform.
Let us see how users can create workflows in Dynamics 365 to automate certain business processes without requiring user interaction. Small workflows are an excellent method for non-developers to improve specific processes and get the most out of their CRM. Let’s look at how to design a workflow that sends an email to “everyone” when a lead is created.
We come across scenarios where we need to switch a BPF based on change of form or on change of a Field value. BPFs currently have a limitation on the number of stages (30 max) and the number of conditional levels (5 deep).