Tag Archives: dynamics 365

How to work with custom help panes and guided tasks?

Posted on December 30, 2022 by Paresh Sharma

You can configure a custom in-product help experience in Dynamics 365 that is tailored to your organization. Use custom help panes to provide table, form, and language-specific help and guidance that includes rich text, content links, images, and video links. … Continue reading →

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How to work with Global Custom Help URL & Table Help URL?

Posted on December 29, 2022 by Paresh Sharma

Microsoft Dynamics 365 for Customer Engagement provides you with two options when it comes to help features. However you can enable and use one of the feature at a time. These features are: Custom help for customizable entities Custom help … Continue reading →

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How to add sample data in Dynamics 365 Customer Engagement?

Posted on December 29, 2022 by Paresh Sharma

To install sample data in Dynamics 365, perform the following steps: Classic Environment If you are using classic environment: Go to Advanced Settings Click Data Management Click Sample Data In the pop up window, click Install Sample Data Note: To … Continue reading →

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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 →

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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 →

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What is Project Management? (Episode 02)

Posted on March 30, 2020 by Paresh Sharma

Project Management is the application of Knowledge, Skills, Tools and Techniques to Project Activities to Meet Project Objectives.   – By PMI )Project Management Institute). The statement above is the definition of a Project Management by Project Management Institute. Let … Continue reading →

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About Project Service Automation (PSA) (Episode 03)

Posted on March 30, 2020 by Paresh Sharma

About PSA Project Service Automation (PSA) provides an end-to-end project management capabilities to teams who are execution projects. PSA is built on Microsoft Dynamics 365 Framework. Almost all kind of projects can be managed using PSA. You can access PSA … Continue reading →

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How to Install Project Service Automation (PSA) and Sample Data? (Episode 05)

Posted on March 30, 2020 by Paresh Sharma

Download Sample Data Use the following link to download Dynamics 365 for Field Service and Project Service Automation Sample Data: https://www.microsoft.com/en-us/download/details.aspx?id=56050. Run the Executable file to extract the package Extract the Package to for its contents NOTE: Read the System … Continue reading →

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How to Configure Organization Units? (Episode 06)

Posted on March 30, 2020 by Paresh Sharma

Let us first understand what are Organization Units: Organization Units represent different offices your company may have.For example, you may have offices in US, UK and India. In that case you will be creating three organization units as each unit … Continue reading →

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PSA Process Flow (Episode 04)

Posted on March 30, 2020 by Paresh Sharma

Following is the process flow that you can follow in Project Service Automation: Project Opportunity Here you register warm leads that are interested in your project services. Here you define product and project related information. For example if you are … Continue reading →

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