AUTOMATIC CASE CREATION THROUGH EMAIL IN DYNAMICS 365

In Dynamics 365, you can automatically create records such as cases and leads from incoming emails.
Approach to achieve this requirement:
1. Create a Queue
2. Mailbox Configuration
3. Automatic Record Creation and Update Rules

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HOW TO INSERT DYNAMIC VALUES FROM CUSTOM ENTITIES IN AN EMAIL TEMPLATE IN MICROSOFT DYNAMICS 365?

As a Microsoft Dynamics 365 consultant we often need to work with Email templates. Email templates save time while creating multiple Email messages. In Dynamics 365, specifying dynamic values from out-of-the-box entities is fairly straight forward but to add dynamic values from custom entities requires tweaking. Dynamics 365 does not provide an out of box option to populate the field values from a custom entity in Email templates.

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HOW TO IMPORT DATA IN MICROSOFT DYNAMICS 365?

One of the great features of Dynamics 365 is the ability to import records into the system. Import in Dynamics 365 Customer Engagement can be used for creating new records, as well as updating existing records. Below are the steps to import data in dynamics 365:
Step 1: Get your import file ready

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HOW TO FIX FATAL ERROR DURING INSTALLATION OF REPORT AUTHORING EXTENSIONS?

Most of the time we face fatal error during the installation of Report Authoring Extension because of that we are not able to complete the setup. We get this error if we try installing multiple times report authoring extension setup files on the same machine or installed wrong version in the first installation.

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HOW TO RETRIEVE ATTRIBUTES OF AN ENTITY USING GUID IN DYNAMICS 365 USING JAVASCRIPT?

In JavaScript we can only fetch attributes of the entity on which we create the event. Usually, we come across scenarios where we have the relationship between two entities and from child entity record, we try to fetch parent entity record and update values.
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HOW TO CHANGE DEFAULT FONT PROPERTIES OF EMAIL BODY IN DYNAMICS 365 USING JAVASCRIPT?

The email configuration experience enables users to be more effective and efficient when using email to communicate with customers. To change the default font properties of email body, we can use an existing web resource file (JScript) by the following approach:

  1. Configure the web resource file
  2. Enable the RTE control in the email form

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HOW TO GET AND SET LOOKUP FIELD VALUES USING JAVASCRIPT IN DYNAMICS 365?

There may be cases where you need to set one lookup field value into another lookup field on the form using JavaScript in Dynamics 365 .

What is Lookup field?
A Lookup field type represents the relationship attribute on the related entity.
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How can BPF on work orders be automated based on system status?

In Dynamics 365, Business Process Flow is a tool that gives visual representations of processes. The heading across the top of an entity form displays them. It is only supported till stage dialogue box is open. We can interact with it by using pre-defined fields within pre-defined stages.

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How to Setup Dynamics 365 integration with SharePoint?

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:

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How to create Dynamics 365 Scheduled Report using Microsoft Flow?

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.
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