Tag Archives: how to

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 →

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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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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 →

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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 →

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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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How to Create Project Opportunities? (Episode 10)

Posted on April 1, 2020 by Paresh Sharma

Project Opportunities are warm leads from customers who are interested in contracting your services. Scenario: Adventure Works would like to implement Business Central. Adventure Works contacts Tech Quantum – AU and share their requirements. Add Product based and Project based … Continue reading →

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How to Setup Cost Price and Sales Price? (Episode 09)

Posted on March 30, 2020 by Paresh Sharma

Cost Price Cost Price is the cost incurred by your organization. For your Organization Unit, you can define Cost Price per Resource. It determines what resource cost is going into a project which will ultimately be used for determining profitability … Continue reading →

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How to Configure Resource? (Episode 08)

Posted on March 30, 2020 by Paresh Sharma

When you install Dynamics 365 for Project Service, Resource Scheduling is also enabled that allows you to manage resources. Resource Management Includes: Working Hours Resource Skills Resource Roles Target Utilization Characteristics Scenario: For Tech Quantum – AU we are implementing … Continue reading →

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How to Bulk Delete the Bulk Delete in Dynamics 365?

Posted on February 8, 2020 by Paresh Sharma

The bulk deletion feature helps you to maintain data quality and manage the consumption of system storage by deleting data that you no longer need. But then how do you delete the Bulk Delete logs? Click Advanced Settings > Settings … Continue reading →

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How to Install & Configure Language Packs in Dynamics 365?

Posted on February 1, 2020 by Paresh Sharma

With language Packs, users can view Dynamics 365 User Interface in the Language that is different from the base language. For example, if English is the base language, its possible to install a French Language Pack and then users will … Continue reading →

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