Microsoft D365 Tips

Case management is a generic cross module solution where you can log cases with or without a defined process and keep a information. A case can be related to a number of various entities in the solution. There are 11 case categories where you can group processes: General Sales Purchase Service Project Production Collections Audit Human Resources FMLA Product Change You also have 27 entities you can associate the case with: None Lead Opportunity Customer Vendor Prospect Project Sales order Purchase order Worker Service order Item Customer transaction Expense report Expense report line Vendor invoice Vendor invoice line Purchase order line Returned order Case Product BOM/Formula Route Production order Quality order Customer invoice Customer invoice line Both categories and entities can be extended. We also added a lot of other entities to our standard expansion solution to our customers. For example, I created new entity 'Contra...

URS is the scheduling engine in Microsoft Dynamics 365 Customer Engagement that allows you to enable scheduling for any entity, even custom entities. It’s used to find the best resource based on a set of different variables for example availability, skill set and location. Enabling the entity for scheduling. Navigate to Universal Resource Scheduling app – scroll down to Administration in the sitemap and this is where I find the Scheduling Setting and surprisingly enough choose Enable Resource Scheduling for Entities to proceed. All entities enabled for scheduling need a Booking relationship and a Requirement relationship. These can be created directly in this stage by choosing Create new Relationship but in my opinion they never should be created here. Doing it here means they end up in the default solution and get the “new” prefix. This is not best practice. Don’t do it. Don’t create a relationship this way Instead go to web.powerapps.com to create ...