How to implement Dynamics 365 Field Service Mobile App?

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.

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HOW TO CREATE WORKFLOWS IN MICROSOFT DYNAMICS 365?

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.

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HOW TO SWITCH BUSINESS PROCESS FLOW IN DYNAMICS 365 USING JAVASCRIPT?

Let us see how to switch Business Process Flow BPF in Dynamics 365 of an Entity using JavaScript.
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). 

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HOW TO SEND EMAIL TO SECONDARY EMAIL ADDRESS USING PLUGINS IN DYNAMICS 365?

SCENARIO:

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:
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HOW TO CONNECT DYNAMICS 365 FROM CONSOLE APPLICATION?

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.

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HOW TO CHECK SECURITY ROLES IN DYNAMICS 365 USING JAVASCRIPT/HTML?

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.

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HOW TO CHANGE FORM BASED ON LOOKUP FIELD?

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.

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HOW TO FORMAT CHART LABELS IN DYNAMICS 365?

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.

SCENARIO:

Let us see how to remove decimals using custom label format into CRM chart Xml.

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Microsoft Dynamics 365 CRM Sales Process

Microsoft Dynamics 365 CRM sales process aims to generate potential sales opportunities and nurture leads for businesses. It is designed to support the sales process from acquiring a new lead through the close of a sale and to generate accurate sales forecasting. By automating and optimizing several stages, it helps streamline the sales process while improving the rate of closure. It also helps track and measure every sales activity and understand every number and component of the sales funnel in order to grow income. Using Microsoft Dynamics 365 CRM sales process, you can zero-in on the right leads.

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HOW TO SETUP SLA ESCALATIONS IN DYNAMICS 365?

In an ideal world, it would be great to not have any escalations at all. Escalations can crop up due to a bunch of reasons like miscommunication with agents, technical delays, missed service level agreements (SLAs), and more. And managers must be at the forefront to pacify customers in such situations. It is, therefore, essential to set up the right processes and mechanisms to effectively manage escalations and prevent them from getting in the way of a good customer experience. 

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