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).
By default, CRM will send E-mail to “Primary Email Address” for Accounts, Contacts and Leads. Sometimes we may need to send the E-mail to “Secondary Email Address” (or) “Third Email Address”.
Let us see how we will achieve this with some customizations and Plug-in. To achieve the above requirement, we need to follow below mentioned steps:
Most of the time we need to have custom functionality that improves the efficiency of the product. Console application is one of them.
Let us see how we can Connect Dynamics 365 from the Console Application.
To achieve this, we need to have a Visual Studio setup on our computer.
Introduction: In this blog we will learn how to check what Security Roles are available to logged in User and do Custom Logic in Dynamics 365.
We come across scenarios where a ribbon button should be show/hide based on logged in user’s security role or enable/disable some functionality based on logged in user’s security role.
Most of the customers wanted to have a different form based on a particular field value and due to this we need to have custom functionality that improves the efficiency of the product.
In this blog, we will learn how to Change the form based on field value.
To achieve this, we need to have a XRM toolbox setup in your computer and connected to your working CRM Environment.
A chart is a graphic representation of data from multiple records of an entity. Charts interact with the views and filters which are currently applied to the view and a chart is refreshed each time you change your view.