Scenario:
Here we have IP Admission, Lab Indent lookups on IP Service Entity. If we want to filter Lab Indent lookup based on IP Admission value, then the following steps will help us.
Using the if condition, we must first determine whether the IP Admission lookup is null or not.
SSRS is a powerful reporting tool for designing and managing reports, which can be created by connecting the various data sources, and it is a server-based reporting software platform which creates a rdl file.
SSRS focuses on the data that which is fetched and the way it is visualized in the report.
When a report is designed for Dynamics 365 CE, usually “Run Report” functionality is used to view the report output. But what if the client wants to view a designed report directly on a form in Dynamics 365 CE over Run Report function?
Microsoft Teams dialer helps sellers to be more productive and get work done more effectively by calling customers directly from within Dynamics 365 Sales app.
Dynamics 365 Sales lead and opportunity routing is based on an easily configurable, rule-based assignment engine automatically distributes records using various commonly used parameters, strung together in a simple rule framework.
(more…)Using Teams integration, you can invite anyone in the organization to view and collaborate on customer records right within a Teams chat or channel. You can also make and receive calls from within Dynamics 365 and get the work done more effectively.
(more…)There may be cases where you need to set different Business Process Flow for different forms in an entity in Dynamics 365.
Maximum number of processes, stages, and steps
To ensure acceptable performance and the usability of the user interface, there are some limitations you need to be aware of when you plan to use business process flows:
Identifying the right CRM for your business operations is an important step in achieving your long-term strategic goals.
Microsoft Dynamics 365 is available as a cloud service, which will enable you to scale and modify your solution as your organisation adapts to its business environment. With D365, you do not need to be concerned by your CRM infrastructure – Microsoft does the heavy lifting for you through their world class Azure solution.
SSRS stands for SQL Server Reporting Services. It produces formatted reports with the tables of data, graph, and reports. Reports are hosted on a server and can be configured to run using parameters supplied by users. In Microsoft Dynamics CRM, reports can be set as Viewable by Individual or by Organization.
(more…)Microsoft Dynamics 365 Customer Service module is one of the crucial modules in Dynamics 365 Customer Engagement. It is a module for customer service automation that streamlines case and knowledge management, enables personalized customer service with a 360-degree customer view, and provides visibility into customer service department performance with dashboards and reports. It provides front-line support employees with the tools they need to resolve cases quickly and to the highest degree of satisfaction. It helps build customer loyalty and empower agents with a unified CRM to deliver seamless, personalized experiences.
(more…)When we create and update records, we often get a pop-up message to ignore and save. To maintain integrity MS Dynamics 365 includes default duplicate detection rules and Jobs. These rules are automatically turned on for accounts, contacts, and leads, but not for other types of records. For other record types, we must create a new rule. MS Dynamics 365 also allows users to merge duplicate records of accounts, contacts, and leads so that the most current user-entered information can be merged with one of the detected duplicate records.
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