In Dynamics 365 environments where project resources are pivotal to billing processes, automating the generation of invoice lines can enhance efficiency and accuracy. Today, we'll explore how to implement custom JavaScript automation to create invoice lines based on project resources with the click of a button. Understanding the Scenario Imagine you are working within a…
Tag: Dynamics CRM
Integrating Dynamics 365 With Asana
In this article, we'll look at how to integrate Asana (a project management tool) with Dynamics 365. We have three scenarios: Scenario 1: Tasks made in Dynamics 365 will also be created in Asana.Scenario 2: Once a task is marked as complete in Asana, it is likewise marked as complete in Dynamics 365. Scenario 3:…
Populate Lookup fields and Text fields from an Entity to Another Entity using JavaScript – Dynamics 365 CRM
There are cases where we need to set a lookup field on a Dynamics 365 or Power Apps, where we want to retrieve value of lookup fields or Text fields on the form using JavaScript and set to other entities form fields. SCENARIO: In our case we are having entities like 'Account' and 'Lead', where…
Dynatecon Solutions 