Microsoft D365 Tips

Applies to: Field Service and Project Service Automation on Dynamics 365 9.0.x and Dynamics 365 8.2.x new capabilities and bug fixes included in this release. This release is compatible with both Dynamics 365 8.2.x and Dynamics 365 9.0.x. To update to this release, visit the Admin Center for Dynamics 365 online, Applications page, to apply the update. Resource Scheduling Optimization (RSO) engine Improvements Performance improvements for end-to-end optimization Bugs Fixed: On Dynamics 365 9.0.x organizations, the Refresh button on the Optimization Request grid on the RSO scope-related schedule board doesn't refresh the grid Fixed: On Dynamics 365 9.0.x organizations, the RSO scope-related schedule board lock icon isn't showing on Edge Fixed: Optimization requested fails with the error message: “System failed to modify some bookings” even though there is no booking being modified during the optimization run Fixed: On Dynamics 365 9.0....

How To Use Universal Resource Scheduling to Schedule Anything? Universal Resource Scheduling feature in Dynamics 365 can be used to enable scheduling for any entity including custom entities. The company in this scenario provides college counseling services to High School students and their parents throughout the country.  Counselors have expertise in specific categories of college majors such as Engineering, Business, and Economics, Fine Arts, etc.  Some counselors have expertise in multiple subject areas. They serve students and parents in a specific geographical area. The company offers a free 1-hour initial consultation which helps student and parents decide before signing up for its services for a fee.  The demand for services is high and counselors need to be matched with students based on their location and college major as well as the availability of counselors and students and parents. The initial consultation can be scheduled at home, via video con...

One common question when doing any Dynamics implementation is around how to change colors.  Obviously, Dynamics offers Theming which allows an organization to ensure the system reflects a brand consistent theme. However, there are some additional color controlling features in Dynamics 365. In particular, with a Field Service implementation, people often ask questions on how to change colors conditionally on the schedule board. In an effort to help people understand all the colors that can be influenced out of the box, this is a definitive guide (as of URS v2.0.0.260) to influencing colors on the schedule board. Booking Colors: If we take a closer look at the Booking template on the board pictured above, we can see a number of colors being used, all of which can be adjusted to suit an organization's specific requirements. Schedulable Entity: There is a colorized line on the left-most edge of the booking template. In this case, the line is purple. The color of this line is driven...

Some important points: The Mailboxes of the System user cannot be setup  - hence emails can’t be sent and received for this user. If a plugin is run with the System user context then it bypasses all the security rules. No one can log in to the system as the System User. The System user is in the base business unit. 1.      There might be situations when we not only want the plugin to update records that can be viewed by us, but there is a need to update the other records to which we don’t have access to, in this situation we can run the plugin with the System User context. 2.      A plugin can call other plugin/workflows hence if a plugin is run in the context of System User then all the other plugins that are run because of the parent plugin will also be run in the same context. Step 1: By default, in D365 the System User can’t be seen in the users’  section, as shown in the below two views. On Searching i...

Logical workflow engines like IFTTT and Microsoft Flow are services, that allow web accessible applications to trigger actions within or across other web accessible applications. The application requires an API connector to the service, and, many connectors have already been developed. ·          In our case, Microsoft Flow is our logical engine of choice, a connector, and a few templates already exist. ·          The template acts as a good starting point and can be customized to meet one’s needs. ·          We’ll create a new contact by tapping on a Flow button from our mobile phone. ·          A Flow button is a button that lives on a mobile device and when clicked, triggers something to happen. ·          In our case, when the button is clicked we want it to create a conta...

Several enhancements and new capabilities will be rolled out to customers of the Dynamics 365 Customer Engagement services for Sales, Customer Service, Field Service, and Project Service Automation. User productivity Employees interact with business data across different form factors on-the-go. It is important for them to get a consistent experiences and behavior across all types of devices.With this update, the Dynamics 365 applications get a refresh of the web user interface that will help employees achieve higher levels of productivity. The user experience includes consistent color themes, uniform page structuring and spacing, font standardization, and containers for related data. A new, Unified Interface powers  Dynamics 365 for phones and tablets app and Dynamics 365 App for Outlook. Users will see customer data in easy-to-read ‘containers’ that streamline data entry for improved employee productivity. The new experience reduces the need for scrolling on the form...

When an opportunity is either won or lost, a special type of activity is generated called a  Resolution Activity . Users can open these activities and see information regarding when the activity took place, the actual sales value, why they might have lost an opportunity, or the competitor to whom it was lost.