Author: Dian Taylor
Resource not showing in scheduling assistant while available?!
Last week I had an issue in my Dynamics 365 Field Service environment. The problem I was having was that my resource record didn’t show as an option to schedule onsite work to, while using the schedule assistant in the schedule board. I thought this was very strange, since there were no bookings or other appointments scheduled for this resource. In fact, their schedule was completely clear! After a lotRead More
Microsoft Teams embedded chat | Part 2
In late October of 2021 I wrote an article about one of my favorite new features in Dynamics 365. Yes, you guessed it, I am talking about the Microsoft Teams integration with Dynamics 365. In particular, I am referring to the embedded chat within Dynamics 365. This functionality allows users to access Microsoft Teams chats directly from within Dynamics 365 and even allows users to link chats to Dynamics 365Read More
Command Bar designer for model-driven apps(preview)
Most of you who have needed to customize buttons in the command bar in Dynamics 365 found out that this is not something that we can do by using any of the configuration tools that come with Dynamics 365. I’ve been pulling my hair out on many occasions until I found the ribbon workbench created by Scott Durow (one of the nicest people I have ever met!) which is partRead More
Ad-hoc Power Bi reporting in Dynamics 365 (preview)
In this article I am going to discuss yet another preview feature! I have to say I am super excited about this one because this feature allows users to pull up an ad-hoc Power BI report, without having to actually build a power bi report! HUH? I know that sounds strange right? How can you visualize data in Power Bi without building a report? We are all familiar with showingRead More
Collaboration in model-driven apps
It’s time for another article on a preview feature! I am very excited about this one because this feature brings functionality that we are already familiar with from other Microsoft applications to model-driven PowerApps! This means we can take advantage of this in Dynamics 365 as well! Awesome! Great! So what is it!!!? I’m sure you might have worked in a document in Microsoft 365, maybe an excel sheet orRead More
Customizing the booking calendar in the Field Service mobile app
I wrote several articles about the new features for Dynamics 365 that were part of 2021 release wave 2, but in some instances wasn’t able to go into details because some of the functionality wasn’t available yet at the time I wrote those articles. In today I am going to discuss a specific feature for Dynamics 365 Field Service. Previously we weren’t able to add any custom fields to theRead More
Simplified Dataverse search configuration
I am not sure if you heard yet that Relevance Search has been renamed to Dataverse Search? I actually realized it the other day when I tried to turn off Relevance Search for one of my Dynamics 365 environments, when I couldn’t locate the option to turn off Relevance Search. This option had been replaced by the option to turn off Dataverse Search instead and this is when it hitRead More
Microsoft Teams embedded chat
Finally it’s here: Microsoft Teams embedded chat in Dynamics 365. I have waited a long time for this functionality to become available as I am sure many of you have as well! Today this feature is in preview as part of 2021 release wave 2. This might not be available in your environment when this article comes out, but that just means you will have to wait just a littleRead More
Field Service Mobile App for Windows
I am super excited to write about this preview feature for Dynamics 365 Field Service! I knew this was in the works, but I was waiting anxiously for this item to go to public preview so we can start using it and see what it’s all about! You already know what I’m talking about if you read the title of this article: the field service mobile app for windows isRead More
