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…

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.…

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…

Sales Enterprise license vs Sales Professional license in Dynamics 365 CE. How to choose the right one?

Licensing in Dynamics 365 CE is bit complicated as we have maaany options to choose from 🙂 . And often, there is a confusion around what’s in an Enterprise license and what’s in professional license. There is a difference of ~30$ per month between these two and its important to know whats missing in Sales…

Dynamic 365 Connector in Power Automate is deprecated! Use Common Data Source (Current) connector instead

Dynamics 365 Connector in Power Automate Flow (Deprecated) Effective May 5, 2020 the Dynamics 365 connector used for Power Automate (MS Flow), Logic Apps and Canvas Apps is officially deprecated. Its recommended that we do not create new connections using this connector. Common Data Service (Current Environment) connector should be the first choice instead of ‘Dynamics 365 Connector’. You…

Accessing Dynamics 365 App inside Teams: Integration between Dynamics and Teams

Dynamics 365 App can be accessed within Microsoft Teams for enabling better collaboration among the business users. Considering the recent changes in the way businesses work, this feature would really help a lot! How should we enable this? 1. First we need to enable the integration between Dynamics 365 and Teams within Dynamics 365 instance…

Keep your employees engaged and productive by using Gamification – Dynamics 365 Sales

Update: Gamification admin experience now available in Unified Interface as part of 2020 Release Wave 2 Whenever companies implements a brand new CRM system, one of the key concerns is the User Adoption. And without users capturing the data within the new system in terms of capturing the leads, phone calls made, notes, opportunities in…

Create a new case when customer responds to a closed case after X days – OOB configuration

Often there is a requirement in Case Management to create a new case when the case associated with the activity is resolved since X days. With the latest release of Dynamics 365 CE, this setting is available as an OOB configuration within Record creation rule. To enable this setting, navigate to Settings>Service Management>Automatic Record Creation…

Set Default Value vs Set Field Value in Business Rule – Dynamics 365 CE

Set default value Using business rules, we now have the option to set a default value. Setting a default value should be used when you want a field to appear with a set value on load of the record. Being able to set a default value is a standard feature for option sets. However, Business…