Tag Archives: microsoft 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 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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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 →

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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 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 →

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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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