Author Archives: Paresh Sharma

D365 – How To Create A Publisher And Solution?

Posted on October 19, 2020 by Paresh Sharma

To be able to start customizing the system in Dynamics 365, you must first create a Publisher and then a Solution. Publisher is a Company Profile, whereas Solution is the work area, which you can later package and import in … Continue reading →

Posted in D365 Customer Engagement (CRM), D365 Development, Microsoft Dynamics 365 | Tagged 2016, 365, CDS, CommonDataService, crm, D365, dynamics, dynamics365, PowerApps, SDK, XRM | Comments Off

How to assign records using workflows in Dynamics 365?

Posted on September 12, 2020 by Paresh Sharma

Scenario: A company has a large customer base and dedicated support system. Presently, any support engineer can pick up a case and resolve it. But the challenge is with High Priority Cases. High Priority Cases are taking more time to … Continue reading →

Posted in D365 Customer Engagement (CRM), D365 Tips & Tricks, Microsoft Dynamics 365 | Tagged assign records, D365, how to, microsoft dynamics 365, workflow | Comments Off

How to update records using workflows in Dynamics 365?

Posted on September 11, 2020 by Paresh Sharma

Scenario: As per the company’s policy, every customer and their contacts must get their KYC (Know Your Customer) done every six months. It is easy to update Account’s Address, but it takes a lot of time when users need to … Continue reading →

Posted in D365 Customer Engagement (CRM), D365 Tips & Tricks, Microsoft Dynamics 365 | Tagged D365, dynamics 365, how to, microsoft dynamics 365, update records, workflows | Comments Off

How to create records using workflows in Dynamics 365?

Posted on September 10, 2020 by Paresh Sharma

Scenario: In a large organization, it’s getting difficult to manage leads follow-ups because of the high volume. The organization is using D365. Most of the salespeople forget to follow-up with leads on time and hence the leads-to-customer conversion is going … Continue reading →

Posted in D365 Customer Engagement (CRM), D365 Tips & Tricks, Microsoft Dynamics 365 | Tagged create records, D365, dynamics, microsoft dynamics 365, workflows | Comments Off

What are the types of workflows in Dynamics 365?

Posted on September 9, 2020 by Paresh Sharma

Background Workflow (Asynchronous) Note: It is now recommended to use Microsoft Flow instead of background workflow. In the screenshot above you can see the background workflow. Let us discuss each option in detail: Process Name It is the name of … Continue reading →

Posted in D365 Customer Engagement (CRM), D365 Tips & Tricks, Microsoft Dynamics 365 | Tagged configure, D365, dynamics, how to, microsoft, workflows | Comments Off

Custom Icons and ToolTip in D365 Views

Posted on August 22, 2020 by Paresh Sharma

You can add graphics to a view and establish the logic used to select graphic based on column value using JavaScript. In the following example we will customize “All Opportunities” view and display icons alongside “Rating” column. Select Icons Select … Continue reading →

Posted in D365 Customer Engagement (CRM), D365 Tips & Tricks, Microsoft Dynamics 365 | Tagged custom icons, D365, how to, javascript, microsoft dynamics 365, opportunity, tooltip, training, view | 1 Comment

How to Create Project Contract? (Episode 14)

Posted on May 3, 2020 by Paresh Sharma

This in continuation to Episode 11 and Episode 12, where we had discussed how to create a Quote and a Project, respectively. If you are reading this episode directly, I would recommend you to have a look at those episodes … Continue reading →

Posted in D365 Customer Engagement (CRM), D365 Project Service Automation (PSA), Microsoft Dynamics 365 | Tagged automation, crm, D365, dynamics365, episode, howto, manage schedule, microsoftdynamics365, ms project, project, psa, service, sow, statement of works, training, tutorial, wbs, work breakdown structure | Comments Off

How to Use MS Project to Manage Schedule (WBS)? (Episode 13)

Posted on May 3, 2020 by Paresh Sharma

Prerequisites To be able to use MS Project to manage Schedule (WBS), there are certain prerequisites: You need to have Project Service Automation (PSA) subscription. You need to have MS Project installed in your system. To know how to get … Continue reading →

Posted in D365 Customer Engagement (CRM), D365 Project Service Automation (PSA), Microsoft Dynamics 365 | Tagged D365, dynamics 365, how to, ms project, paresh sharma, project service automation, psa, schedule, training, tutorial, video, wbs, work breakdown structure | Comments Off

How to Sign Up for MS Project Trial? (Prerequisite for PSA Ep13)

Posted on April 30, 2020 by Paresh Sharma

Microsoft Project Perform the following tasks to sign up for Project Online Essentials Trial: Login to https://portal.office.com Open the catalog: https://admin.microsoft.com/AdminPortal/Home#/catalog Scroll to find Project Online Essentials: Click to Open it. Click on the option Get Free Trial. On the … Continue reading →

Posted in D365 Customer Engagement (CRM), D365 Project Service Automation (PSA), Microsoft Dynamics 365 | Tagged automation, continue, crm, D365, dynamics365, free trial, license, microsoft dynamics365, microsoftdynamics365, ms project, prerequisites, project, project online essentials, project service automation, psa, schedule, service, signup, try now, user, wbs | 1 Comment

How to Create Project With Schedule (WBS)? (Episode 12)

Posted on April 29, 2020 by Paresh Sharma

If you have been following the blog post, by now you would be familiar with creating an opportunity and quotation. Now let’s see how you can create project and define schedule or work break down structure. Whenever you are creating … Continue reading →

Posted in D365 Customer Engagement (CRM), D365 Project Service Automation (PSA), Microsoft Dynamics 365 | Tagged D365, microsoft dynamics 365, project service automation, psa, schedule, training, wbs, work breakdown structure | 1 Comment