Author: Dian Taylor
Dynamics 365 Customer Service: KB Automatic Filtering
I ran into a feature the other day that I thought would be worth writing an article about. This feature has been around for a while, but I feel that it might slipped in without a lot of us noticing, so here goes! Administrators can configure the knowledge base search control on the case form to automatically filter knowledge base articles based on data populated in the case record. ThisRead More
Power Virtual Agent & Power Automate
This week I was playing around with Power Virtual Agent and Power Automate. I needed to demo a virtual agent that after asking some questions would create a lead record in Dynamics 365 using Power Automate (formally known as flow). I haven’t worked with Power Automate that much, but after some internet searches, I was able to get it to do what I wanted so I thought I would shareRead More
Dynamics 365 Field Service – Rejecting a booking
Field Service is a great tool for companies that send out remote workers, but what happens if that remote worker isn’t able to perform the work? It might be that they got sick or maybe they are having problems with their vehicle in which case they need an easy way to let the dispatcher know. Yes they can call the dispatcher to let them know, but what if there wasRead More
Dynamics Field Service, Project Service & Sales
If you have Field Service and/or Project Service installed in your Dynamics 365 instance you might be aware of the different forms that were added to the opportunity, quote, order, opportunity lines, quote lines and order lines entities. Not everyone is aware that the sales module in Dynamics 365 works really well with the Field Service and Project Service Automation modules so I am going to explain this functionality inRead More
Adding Components to Unified Interface App(s)
Now that Microsoft put an expiration date on the legacy interface I thought it would be time to write a post about how to add components to the apps that we use in the unified interface. For all of you who haven’t heard yet, as of September 2019, the legacy web client is deprecated. Customers will have to transition to the Unified Interface before October 1, 2020. In the meantime,Read More
Customize Opportunity Close Dialog Box
After the October 2019 release wave, system administrators now have the ability to customize/configure the Opportunity Close Dialog box without having to use any code or other development efforts. This is a great new feature and allows us to capture additional information when an opportunity is closed, either won or lost. In the following example I am going to add a custom ‘Other Reason’ text field that only shows (andRead More
Why attend (CRM)User Group Summit 2019
Next week is the D365UG/CRMUG Summit in Orlando and I wanted to write an article describing why it would be wise for you to attend this event. In case you haven’t heard of the user group summit, this is an annual conference and its also one of the largest events for Dynamics 365 users and professionals. Each year the conference is being held at a different location, and this yearRead More
Nested Grids in Dynamics 365
I came across this little gem when I was playing around with subgrids in Dynamics 365. We all know we can use subgrids to show related records on a form. For example contact related to an account or opportunities related to an account. In my Dynamics 365 instance, I put the out of the box contact field (parentcontactid) on the opportunity record so users can see the individual at theRead More
Inventory Transfers using the Inventory Dashboard
In this post I’m going to discuss how to use the previously created Inventory Dashboard to perform and inventory transfer, meaning moving products from one warehouse to another. If you haven’t read my two previous posts yet on how to setup the inventory dashboard and how to show in which warehouse work order products are available on the Field Service Mobile App, I would recommend doing this first. How doesRead More
Show in which warehouse work order products are available on the Field Service Mobile App
Field technicians probably want to know where the products they need (to complete a work order) are located so they can stock up on those items before traveling onsite to perform the work. I believe it would be beneficial to be able to see in which warehouse (if any) a certain work order product is available so I am going to explain how to show this. When using field service,Read More
