‘Tell me and I forget. Teach me and I remember. Involve me and I learn.’ –Benjamin Franklin.
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
Field Service Inventory Dashboard
Field technicians that have to go onsite and perform repairs and/or installations, have to keep track of what they have in their truck inventory at all times. It would also be very beneficial for them to be able to see which products they need to complete their work orders, so with that in mind, I created an inventory dashboard in the mobile application for Dynamics 365 for Field Service. InRead More
Quick Book in Field Service
There are several different ways you can schedule work orders in Dynamics 365 for Field Service. Most of you are probably familiar with the schedule board and the scheduling assistant and how we can schedule resources from there. One of the newer ways we can schedule work orders is the ‘quick book’ option which allows us to schedule resources directly from within the context of a work order without havingRead More
Using Real-Time Workflows as Security
ProblemA while back I had a customer who wanted to prevent certain users to re-open a won opportunity in Dynamics 365. They asked if there was a security setting in security roles that could do that, but as we all know this type of granular security is not available in security roles. We can give people different types access of to records, like update, write and viewing, but this isRead More
Auto Number Fields
Dynamics 365 for Customer Engagement auto-creates unique ID’s for certain records types out of the box, for instance orders, cases, and invoices. But…Have you ever had the need to ‘auto number’ records of an entity in Dynamics 365 where the system doesn’t assign these numbers out of the box?I’ve had customers that wanted leads and opportunities to have unique id’s so that these records would be easier to find inRead More
