Migrate Auto Record Creation Rules & SLAs to UCI before Oct 21!

Automatic Record Creation rules and SLAs are required to be migrated from Webclient to UCI client by Oct 2021. There is a ARC & SLA migration tool in the Customer Service Hub and the same can be used for the migration. Internally these processes were running on traditional workflows and this is the strategic move…

Dataverse and Dataverse (Legacy) connectors in Power Automate. Not just a name change!

The Common Data Service (current environment) connector, featuring a native integration between Power Automate and Dataverse, will now be known as Microsoft Dataverse, and appear with the new icon and color shade as shown below.  The previous Common Data Service connector will be known as Microsoft Dataverse (legacy). It will be shown with the new icon, albeit in a…

New and planned features for Dynamics 365 Sales in 2021 Release Wave 1

Mcrosoft has announced the new and planned features in Dynamics 365 2021 release wave 1. There are lot of new features announced across all Dynamics 365 streams. let;s have a look at the new features in Dynamics 365 Sales: Collaboration with Microsoft Teams - Enhance the sales collaboration experience within Dynamics 365 Sales through integration…

Improve the way you manage projects with ‘Microsoft Project for Web’

If you are a project manager or running a product or service oriented company, its worth to explore the Microsoft Project for Web application to improve the way you manage your projects. This can surely add lot of value to your day-to-day life. It's not just about the online application but also the analytical reports…

Dynamics 365 Business Central is going to be generally available in India from April 2021

Dynamics 365 Business Central is going to be generally available in India from April 2021. As an SMB focused Dynamics 365 partner, we look forward to working with our India based SMB customers in enabling digital transformation through Business Central platform

New Dynamics 365 Sales mobile experience – Whats good and not good about it

Microsoft is launching all new Dynamics 365 Sales mobile app and is in public preview (as on 10th Jan 2021) for testing out. Key Features: The mobile app is optimized for the field seller's most common on-the-go tasks. This means information in Dynamics 365 Sales is always current and field sellers can get things done…

How to initiate flow in one Dynamic 365 instance from another Dynamics 365 instance?

1. How to initiate flow in one Dynamic 365 instance from another Dynamics 365 instance? 2. How to initiate Power Automate flow using Http request? 3. How to remove user's roles in an instance (and trigerred from another instance)? 4. How to get records using FetchXML in Power Automate Flow? 5. How to disassociate (or associate) relationship records in Power Automate Flow?

‘Microsoft Cloud for Healthcare’ is the replacement for ‘Dynamics 365 Healthcare Accelerator (Deprecated)’

'Dynamics 365 Healthcare Accelerator' is deprecated and 'Microsoft Cloud for Healthcare' is its replacement solution. Here is the snippet from Microsoft site: Link to read more: Deprecation of Dynamics 365 healthcare accelerator | Microsoft Docs If you are looking for assistance in implementing Microsoft Cloud for Healthcare, please reach out to us through Email: info@dynatecon.com…

Inline images in Email Signature and Email templates in Dynamics 365

It was a long awaited feature to add inline images in the email templates and Email Signature in Dynamics 365 (files available in the local folder) and its available now. We would be able to create beautiful email templates with inline images and additional editor options.

Microsoft Lists + Teams + Power Automate+Dynamics 365 : How would it be beneficial for SMBs?

Microsoft Lists is an evolved version of SharePoint List which offers improved features and also a stand alone mobile app. Looking at this, we believe this is going to add huge benefits for organizations to organize and manage their processes within Microsoft List from Microsoft Teams or from it's own mobile app for Mobile users.…

Azure / Power Apps / Flow /Office 365 Stencil Packs for Visio 2016

This is truly a gem! Those who work with Visio to prepare flow diagrams especially related to Microsoft Stack of products would really need to check this (if you haven't yet). Below given is a visio flow diagram created using the stencils. Drawing the integration of a Power App Application which can be accessed from…

Business Rule is not getting triggered on form even after activating it: Resolved

Recently our team faced an issue where the business rule was not getting triggered on 'Quick Create' form even after validating it successfully and activating it on all forms on 'Opportunity'. Problem statement: Business rule was setup for showing/hiding certain fields on the opportunity form based on a field value. Business rule was set to…

Compose email in a full-screen window in Dynamics 365 CE

When handling the marketing emails with images and formatted texts, its better to make use of the feature to edit email in full-screen window. Sharing this simple yet much useful feature for those who are not aware of it already. To access this mode, click on the expand icon in the email form. Clicking on…

Entity Form is read only and Create buttons are missing in UCI but works in legacy web client – Dynamics 365 : Solved

One of our Dynamics 365 customers faced an issue where the "Buttons to create the products were missing in UCI App and also when opens the existing records, it shows as 'Read Only' in (Sales Hub) but works in Legacy app". In our cases, we had this issue with 'Products' entity but this can happen…

How to launch playbook automatically on record creation in Dynamics 365?

Playbook template allows managers to define set of activities [ limited to Tasks, Phone Calls and Appointment currently] which should be initiated on a specific event [manually as well as automatically]. In the previous post (https://dynatecon.com/2020/08/12/how-play-book-can-be-used-to-stream-line-the-sales-activities-in-dynamics-365/), we talked about how to set up the Playbook functionality and launch the playbook manually. Playbook can also be launched automatically based…

How Play book can be used to stream line the sales activities in Dynamics 365?

To ensure consistency in your business process or to know what steps to follow in certain scenarios or events, rely on the playbooks prepared by your managers that guide you with the actions you can take. Playbooks can also contain best practices based on practices that have worked in similar situations before. Playbook template allows…

How to enable Kanban board for Activities view in Dynamics 365

Enabling Kanban board in views is a new feature in Dynamics 365 CE. Those who practice lean or agile methodologies in any industry would love to use this feature in Dynamics 365. Please note that this can be enabled only in Unified Configuration Interface and not in legacy forms. Steps to follow: Create a new…