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A one stop shop where the Microsoft Dynamics ecosystem can learn, share, connect and network with others within the Community. Peer to Peer discussions , product demonstrations, blogs & videos.

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    Define, Build, Test, Deploy, Support….Upgrade.  Do it all again in a few years.

    Historically companies have allocated time and money to a CRM effort as a “one-time, big event.” Once live, the resources and dollars allocated were reduced to the bare minimum to simply maintain and support the CRM system until the next major upgrade.

    It wasn’t long ago a company implementing CRM would complete the project, go-live with CRM, and be confident it would be 2 to 3 years before they needed to plan a major upgrade or to consider how newly released features or capabilities might be useful. Today, that timespan is as little as 6-9 months.

    Times have changed. The “one time” mindset for CRM investment is no longer an acceptable approach.

    What challenges are driving companies towards a CRM Program strategy?

    Impact of SaaS

    In the past, extensive planning was required for implementations and upgrades.  It took time to purchase and prepare the physical hardware, install software for the servers, ensure backup and recovery processes were in place, and more. Now, thanks to SaaS platforms, a system can largely be turned on and off. Tasks that once took weeks or months of preparation are gone.

    Now, you can visit a website and have your CRM software provisioned and available within hours, if not minutes.

    Customer Expectations

    There is no end in sight to the growing expectations of customers for companies to fulfill their needs and deliver great experiences. These expectations are increasingly redefined, forcing companies to continually look at customer-facing processes.

    Companies can no longer dictate how and when customers communicate and must adapt on the fly.

    User Empowerment and Adoption

    Lack of user adoption has long plagued CRM implementations, and it doesn’t take many dissatisfied users to create a massive problem.  Users want a successful CRM. They want to use technology to increase their productivity and make their lives easier. Users, like customers, are continuing to critically challenge the status quo by finding and implement their own solutions.

    Without proper direction, and without an avenue for pursuing improvement, users will find alternative processes that work best for them.

    App Stores

    The ubiquitous use of smartphones and app stores have changed expectations of how technology should be consumed, and how quickly. In today’s environment when someone identifies a need, their first action may be to search for an “app” to solve the problem. As little as 2 to 3 years ago that was not the case.

    The expectations for how we use, consume, and purchase technology for our personal use has pushed into our everyday business expectations.

     Pace of Technology Change

    Daily we see how technology continues to change and impact both our personal and professional lives. Technology is enabling us to do more things with vast amounts of data, to deliver more meaningful outcomes at a lower cost. In July, Microsoft announced its plan to provide two major CRM releases per year – April and October – offering new capabilities and functionality. The release notes associated with the October 2018 release is over 300 pages long.

    To stay current, ongoing time for researching, prototyping, and planning the implementation of these new capabilities is required.

    Agile Mindset

    Companies are seeing the benefits of utilizing Agile methodologies. Having the flexibility to pivot, re-prioritize, and focus limited resources (time and money) on those things most important to the business is critical. Spending months in requirements and development followed by months of deployment, pushing potential return on investment to years after go-live, is just not acceptable anymore.

    Stakeholders and sponsors of CRM need to be able to demonstrate its value as quickly as possible and to continually improve.

    How do these challenges affect CRM strategies?

     CRM must continuously improve

    We are people of experience; we need to see it, touch it, and use it to determine if we like it and if it will meet our needs.  When users see continuous improvement that makes them more effective at their job, their buy-in and contribution to new ideas will grow exponentially.

    As described above, the volume and frequency of new CRM capabilities and new 3rd party apps continue to grow. More and more capabilities are being infused with Microsoft’s Cognitive Services (AI) integration which creates new ways to sell, service, and market to customers. Companies must consider how these capabilities could transform their business or they risk being left behind competitors.

    The only way to capitalize on these improvements is to have an ongoing program for proactively managing change.

     How to build a successful CRM Ongoing Program, not just a technology implementation

    We believe organizations need to have a different mindset and approach to their CRM investments.   In our experience, organizations implementing new cultures and ongoing continuous improvement programs vs. one-time CRM technology solutions have the highest adoption rates and are seeing the best return on their investments.

    In part two of this blog series, we will take a deeper look at what characteristics, behaviors, and attributes need to exist for a company to implement and build a CRM program and not just implement a technology solution.

    By Jeremy Cox, Crowe LLP, www.crowecrm.com

    The post Why CRM Must be an Ongoing Program, Not a Technology Implementation appeared first on CRM Software Blog | Dynamics 365.


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    A series of Tips&Trick will be located in a  Tips&Tricks  page on the blog to be dedicated to publish every quarter of the year the last tips and tricks that illustrate a specific function on Microsoft...(read more)

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    Watch this video to find 3 ways to make Jet Reports calculate faster for Microsoft Dynamics GP data.  The first 2 tips apply to the free (Jets Basics) and the paid (Jet Reports) versions.  The final tip is for the Jet Reports version only.

     


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    Hi Everyone, Today i am going to share my finding on the Resco MobileCRM Project Configuration. Editing Resco MobileCRM Project: Select a project and click edit: You can edit can configure many items including...(read more)

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    Hi Everyone Today i am going to share few points which needs to be considered when publishing the Resco MobileCRM Project. Open the Project you want to publish. Be you are publishing to the correct version...(read more)

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    Find resources that help you build and sustain a profitable cloud business, connect with customers and prospects, and differentiate your business. Read previous issues of the newsletter and get real-time updates about partner-related news and information on our US Partner Community Twitter channel.

    Looking for partner training courses, community calls, and events? Refer to the Hot Sheet training schedule for a six-week outlook that’s updated regularly as we learn about new offerings. To stay in touch with us and connect with other partners and Microsoft sales, marketing, and product experts, join our US Partner Community on Yammer.

    New posts on the US Partner Community blog

    New events and webcasts this fall

    Upcoming US Partner Community calls

    MPN news

    Learning news


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    I am about to take the MB2-719 certification, this certification covers the Dynamics 365 for Marketing Application. I plan to create a series of blog posts that collectively should help anyone else preparing...(read more)

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    Ledgeview Partners October Release Notes

    The Microsoft Dynamics 365/CRM 2018 October Release has been a HOT TOPIC on the Ledgeview Partners blog the past few weeks, and we’re about to wrap things up with some final notes on Field Service General Availability Updates.

    We’ll cover what we didn’t cover about Field Service last week in this post, but, if you haven’t already, we encourage you to peruse through previous blogs on the October Release before diving into this one …

    Now that you know about all of the aforementioned updates, let’s wrap things up with the October Release, and give you the final notes on Field Service …


    1. Capacity Scheduling (URS [Universal Resource Scheduling])
    You can now specify how much effort is needed from a resource in the October Release.

    The Scheduling Assistant will look at the Resources Capacity to see if the necessary effort is available.

    This is a very useful tool for a facility. For example, a van would require the space of two cars.


    2. Schedule Board Split-View (URS)
    You can now dive deeper into information on the Schedule Board in certain situations, but still see the information from the original Schedule Board itself.


    3. Enhanced IoT (Internet of Things) Central Integration (Connected Field Service [IoT])
    With the release, you can now embed IoT Central Device State and measurement visuals directly within the Field Service Mobile Application.

    You can store telemetry data from IoT Central in an Azure blob, and enable an embedded Power BI to visualize the data.

    For the October ’18 Release, technicians can be equipped with and act on insight from IoT devices when on site, with a few options depending on the state of IoT Central


    4. Enable More Objectives (Resource Scheduling Optimization)
    You can now support preferred-resources as an objective. You can now define preferred-resources for requirements, as the optimizer will work to assign bookings to the preferred-resources first.

    You can support best or least-matched skills as an objective to better meet SLAs (Service Level Agreements) and CSAT (Customer Satisfaction Scores), using best-matching skills, and balance cost-effectiveness with lower-matching skills.


    5. Single Resource Optimization (Resource Scheduling Optimization)
    This is a simple way to re-optimize a single-selected resource after their schedule has been modified.


    6. What-If Analysis Statistics (Resource Scheduling Optimization)
    RSO Administrators can now use simulation runs to adjust things like Optimization Scope, Objectives, and other parameters to aid them in understanding what the optimization results will look like prior to setting them for a recurring schedule.

    Admins can now evaluate better by comparing simulation runs versus existing bookings.


    Though this series of post covers the October Release Notes, there’s always something new to learn about Dynamics CRM.

    As time goes on, technology evolves, and it’s important as a user or admin that you keep up.

    To best keep up with key Microsoft Dynamics 365/CRM updates and insight, be sure to join us for our next user group webinar.

    Register when you click on the image below.

    Microsoft Dynamics 365 CRM User Group Webinar


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    Dynamics 365/CRM Tips from Ledgeview Partners

    This December, Ledgeview Partners is bringing you a series of recaps that show the Top 10 Most Popular posts on our blog, under a variety of categories.

    For this series, we have determined the most popular posts based on CTR and the time spent on each individual post.

    In 2018, Ledgeview Partners was recognized as 1 of the Top 20 Microsoft Dynamics Blogs by FeedSpot, and, while we publish anywhere from 5 to 7 blogs per week, and sometimes more, our most clicked-through content of the year, according to the reports we generated from back-end data reporting systems, much of our legacy content was the most popular this year!

    That in mind, we are excited to bring all of you Microsoft Dynamics 365/CRM users and admins out there a truly dynamic content recap to help you end 2018 right, and start 2019 even more confident with your system and processes than before!


    Microsoft Dynamics 365/CRM

    10. 7 Workflow Triggers in Microsoft Dynamics 365/CRM You Should Know
    Based on a 2018 Microsoft Dynamics 365/CRM user group webinar, this post walks you through 7 important Workflow Triggers you should know about as a user or admin.

    If you’re struggling to know what Triggers your Workflows in Microsoft Dynamics 365/CRM or what causes them to actually run, this post will answer your questions.

    “Record is Created” is often the most confusing Workflow Trigger.


    Dynamics Tips

    9. Lookup Field vs. Option Sets in Dynamics CRM
    This CRM tip is a classic!

    Did you use to think Global Option Sets were the end-all-be-all for Fields being used on Multiple Forms? Debunk this misconception when you read this popular post.

    Learn what the key differences are between Lookup Field vs. Option Sets.


    8. Sharing a View in Dynamics 365/CRM
    Often times, you may find a need to create Advanced Find Views so you can narrow down Leads, Accounts, or Contacts in Dynamics 365/CRM, filtered by sets of desired criteria.

    Once you create that View, you may be working with others on a project or have a manager that needs to see that same View. You can share that View with other users in CRM, and it will show up in their Views.

    This post shows you how to do that …


    Microsoft Dynamics Tip

    7. Create and Run On-Demand Dynamics 365 Workflows
    Do you wish you had a one-off Workflow that you could control when it runs, instead of having to set up a Workflow with a Trigger?

    Using on-demand Workflows in Microsoft Dynamics 365 will allow you to run processes and/or update data without relying on a Workflow Trigger, which can also be run independently of other processes.

    This post explains how!


    Dynamics Tip

    6. Dynamics CRM Tip: What is a Queue?
    A Queue is one of the many great entities in Microsoft Dynamics 365/CRM. It is used to act as a container to hold anything that needs to be worked on.

    You have the ability to prioritize the items listed in your Queue and filter them based on specific user and team needs.

    Learn more about them, and how to use them optimally in this popular post.


    Dynamics Tip

    5. Dynamics CRM Automated E-mail Alert Workflow
    Are you looking for ways to track or be notified about when an Opportunity has been sold, closed, or even lost?

    Within Microsoft Dynamics 365/CRM, you have the ability to do this via Workflows, which can be Triggered based on certain Fields or Statuses that can be defined to indicate emails should be sent out to the appropriate team members.

    Discover how to set this up within your system, when you read on.


    Dynamics Tip

    4. Changing Ownership of Records in Dynamics CRM Made Easy
    The best way to be the most effective in Microsoft Dynamics CRM is to be efficient with your CRM use.

    Knowing CRM inside and out also means knowing best practices, and tips and tricks that solidify your position as a CRM pro.

    Further your knowledge when you learn about how to change Ownership Records in Dynamics CRM. SPOILER ALERT: It’s easier than you think!


    Dynamics Tip

    3. Using Dynamics CRM Workflows to Create Tasks Automatically
    Are you trying to avoid creating custom coding within your CRM system to avoid system errors when updates arise, and run with the system on your own, without ongoing support?

    In this post, you will learn how to set up Workflows in Microsoft Dynamics CRM to create tasks automatically, taking away the need for manual coding (and unecessary stress), completely.


    Dynamics Tips

    2. Sharing Personal Views in Microsoft Dynamics CRM
    This is a favorite of users, which is why it makes the “most popular” list twice!

    While your System Administrator may do their best to create a set of System Views, available to all users, they simply can’t predict what everyone will want to see in the system.

    Personal Views are a great way for users to get quick and simple custom views of specific lists of records, and retain those views for the future.

    This post explains how to create and share Personal Views within your system.


    Dynamics Tips

    1. Customize Lookup Views in Microsoft Dynamics 365/CRM
    The most popular post of the year, and of all time at Ledgeview walks you through how to customize lookup views in your system.

    If you ever wished you had different information available in Microsoft Dynamics 365 when selecting a Record for a Lookup Field, you’ll definitely want to read on.

    There are a couple of options that will allow you to improve the user experience when choosing Lookup Field Values.


    What is your all-time favorite blog post or other piece of content from Ledgeview?

    Do you have ideas for a piece of content you’d like us to create on a specific topic? Reach out to us to submit your request!

    Get in touch with the marketing department via this form.

    Thanks for reading and subscribing to the Ledgeview Partners blog.

    We can’t wait to bring you more dynamic content in 2019.

    Contact Ledgeview Partners


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    For this part of the Dynamics 365 App for Outlook series, let's talk about what is supported.

     

    At the time of this post, I am covering what is currently supported, including the specific features and clients for which they are available.

     

    Here is the link to the Requirements documentation, which is updated and maintained by the product group, if at any time, this documentation becomes out of date.

     

    The most common questions I receive in this area are:

    • Does the App for Outlook support Appointment or Contact tracking on the Mobile Outlook App? This is not available. It only supports Received Emails.
    • Can I use the App for Outlook in OWA on a mobile device? No, the App for Outlook is not supported on Mobile OWA for any feature.
    • Can I track tasks at all with the App for Outlook? No, tracking of Tasks is currently not available for the App for Outlook on any client
    • Why can't I access the add-in from OWA to track Contacts? Contact tracking is not currently available in OWA

    Feature support per client

    Received email

    (view information and track)

    Compose email

    (view information, track,

    and add templates,

    knowledge base articles,

    and sales literature)

    Appointments and meetings

    (view information and track)

    Contacts

    (view information and track)

    Outlook 2016 (desktop client) O and M O and M1 O and M1 O3 and M2
    Outlook 2013 (desktop client) O and M O and M1 O and M1
    Outlook for Mac (desktop client) O and M
    Outlook on the web (OWA) O and M O and M1 O and M1
    Mobile Outlook app (4) O

    (O)nline: Dynamics 365 (online), Exchange Online

    (M)ixed: Dynamics 365 (online), Exchange Server 2013/2016

    Note: Dynamics 365, version 9 is not available on-premises.

    (1) Tracking email in compose mode and tracking appointments requires Exchange Server 2013 CU14 or Exchange Server 2016.

    (2) Tracking contacts is supported only on Exchange Server 2016 CU3 and Outlook 2016 16.0.6741.1000 C2R version or later. Or, Outlook 2016 MSI version 16.0.4444.1000 or higher with the following KBs installed. For more information, see these KB articles:

    (3) Supported only on Outlook 2016 16.0.7426.1049 or later.

    (4) Supported on iPhones 6S or higher, with iOS 8 or higher.

     

    Supported browsers for Outlook on the web (OWA)

    You can use the Dynamics 365 App for Outlook with Outlook on the web on the following browsers:

    • Internet Explorer 11, or Microsoft Edge
      The following configuration is supported:
      • Protected Mode is enabled for Internet security zone. To enable Protected Mode: in IE 11, go to Tools > Internet options > Security tab > Internet.
      • Protected Mode is enabled for Local intranet security zone. To enable Protected Mode: in IE 11, go to Tools > Internet options > Security tab > Local Internet.
      • Your Dynamics 365 URL is in the Local intranet security zone list of trusted websites. In IE 11, go to Tools > Internet options > Security tab > Local intranet > Sites > Advanced.
    • Google Chrome (latest version) on Windows
    • Firefox (latest version) on Window
    • Apple Safari (version 9 or version 10) on Mac or on OSX

     

     

    An important section to call out from the requirements link is the following section:

     

     

    If you drill into this, you will find the following:

     

    Internet Explorer 11 or later, which must be installed but doesn't have to be the default browser. To support Office Add-ins, the Office client that acts as host uses browser components that are part of Internet Explorer 11 or later.

     

    What exactly does this mean? - This means that due to the Office Add-in dependency, the App for Outlook only renders in Internet Explorer 11.

     

    If your organization is looking to update your JavaScript libraries and web resources in Dynamics 365 to start using the latest JavaScript language syntax (currently ECMA6), your custom JavaScript may fail through App for Outlook. A transpiler, such as Babel or Typescript, should be used to allow this to work with IE 11 through the App for Outlook.

     

     

    Another important piece to call out from the supportability and requirements documentation is the following:

     

     

    What does this mean? - The App for Outlook is not supported and will not work if Oauth is disabled in Exchange Online. OWA does not use Oauth, so you may see the App for Outlook connect there. However, if you try to connect from the Outlook desktop application, this will fail to connect to Exchange. In the diagram below, OfficeJS is what handles Oauth to Exchange Online. (Just a reminder, this blog series is focusing on Dynamics 365 Online/Exchange Online configuration)

     

    Thanks for reading and stay tuned for part 3!

     

    Aaron Richards

     

     

     


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    Hello Team! After series of Freddy Kristiansen blog posts about Azure DevOps using ( Link ) and brilliant CI/CD demo on NavTechDays ( Link ) I tried to move all our NavTechDays demos to separate project...(read more)

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    The addition of a native workflow in GP was huge. Yet a significant number of companies have been slow to adopt it. True there is some setup at both the system and the application level, but it’s worth it. I suspect apathy is still the greatest impediment, especially since Ian Grieve has a ton of articles and a small book on everything workflow related.

    Workflow in GP is robust. It allows organizations to formalize a number of key accounting processes with review and approvals along the way. Email delivery and approval links make it easy to review and approve. Workflow allows companies to focus reviews appropriately and ensure that they aren’t getting missed.

    So much is available via Ian website and Google that I’ll just point you there. If your organization is not using workflow in GP you are missing out.

    Links to all the posts in this series can be found at http://mpolino.com/gp/gp-controller-series-index/


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    Are their rules and tools for your holiday communications with your clients and prospects? Of course, there are! We live at a time when there are tools and rules for absolutely everything. But there’s...(read more)

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  • 12/04/18--06:20: Project-Hour Journal D365FO
  • Project-Hour Journal D365FO using following code you can create Project-Hour Journal public void createProjectHourJournal(ProjectJournalContract _projectJournal) // project hour journal { ProjJournalTableData...(read more)

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    In my previous post I explained about creating journals using entities through recurring data jobs. In this post I am going to share about how generation of auto numbers happens during import through data...(read more)

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    So, you’re all set to use D365 App For Outlook from your OWA (Outlook Web App) or even from your Desktop client. Let’s look into enabling any given entity (predefined or custom) to show up while searching...(read more)

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    Year-end is a busy time of year for HR and payroll professionals: along with their “normal” everyday duties, they have to deal with added challenges of open enrollment for benefits, getting W-2s distributed on time, and ACA 1095-C reporting. Fortunately, the IRS gave us an extension for providing 1095-Cs to employees so we get some breathing room on that one at least. We’ve put together some pertinent payroll year-end information for you – all in one spot!

    Some important IRS deadlines:

    • January 31, 2019:
      • W-2s to employees and the SSA
      • 1099s to vendors and the IRS
    • March 4, 2019: 1095-Cs to employees (extended from 1/31/2019)
    • April 1, 2019: ACA 1095-C and 1094-C E-filing deadline to IRS

    Some important Microsoft Dynamics® GP release dates to remember:

    • Mid-November: Microsoft Dynamics® GP 2015, 2016 and 2018 year-end update released - the GP 2018 update includes R2!
    • Early December: Integrity Data GP HRP Product release for compatibility with:
      • 2018 Year-End
      • Dynamics GP 2018 R2
      • These products will be available for download here
    • Late December: 2019 Round 1 tax table update
    • Mid-January: 2019 Round 2 tax update (details not yet available)

    For our Dynamics GP customers, here is important information related to recent and upcoming releases:

    • No update for Dynamics GP 2013: Time to upgrade!
    • Dynamics GP 2018 R2 is included in the year-end release
    • Dynamics GP 2015, 2016, 2018
      • No W-2, W-4 or W-3 Form changes
      • Minor changes to Payables forms 1099-DIV, 1096 and Payroll 1099-R (Pension)
      • Affordable Care Act changes
        • 1094-C ACA form - certification checkboxes moved
        • Reminder: Microsoft WILL NOT support ACA e-filing for 2018 reporting
      • Print W-2 on blank paper: GP 2016 R2 and Later Only

    We recently did a webinar on Dynamics GP year-end activities. View the recording here.

    Integrity Data ACA customers can rest assured that their ACA reporting solution is always up-to-date.

    The ACA solution is now able to generate 1095-Cs for 2018. We’re ready to start on these forms when you are. Let us know if you need help getting through your ACA year-end activities, whether that’s just some additional hand-holding, or having Integrity Data perform your ACA year-end activities for you.

    Lastly, payroll professionals have to deal with ensuring deduction amounts are correct for the new year; while also making sure the IRS limits are setup correctly in their payroll systems.

    • The FICA Social Security wage limit is going to $132,900. This amount will be included with the year-end tax table updates from most payroll software vendors, including Microsoft Dynamics GP. Be sure you don’t apply this until you have completed your last payroll of 2018 and you have created your year-end W-2 file.
    • Some important amounts for retirement limits are as follows:
      • 2019 401(k), including Roth 401(k): $6,000 on amounts over $19,000
      • 2019 SIMPLE IRA Catch-Up: $6,000 on amounts over $13,000
      • 2019 Roth IRA: $1,000 on amounts over $6,000
      • 2019 403(b): $6,000 on amounts over $56,000 (or 100% of includable compensation)
    • Be sure to review shared maximums.
    • The tax rates for imputed income of employer-paid life insurance are unchanged for the upcoming year.
    • Remember, the Tax Cuts and Jobs Act has affected the taxability of many employer-provided fringe benefits. Make sure you are properly applying these new regulations.

    Staying current on the ever-evolving regulations around payroll and human resources can be challenging. The Integrity Data team works hard to make this easier for you. Reach out to us with your challenges and we’ll work hard to come up with a creative solution using technology and services.


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    We have see a few cases around the topic of Dymamcis GP crashing or closing when accessing any email/outlook functionality after the Dec 2, Microsoft Office Version 1811 update. Common Errors: ...(read more)

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    Now that Microsoft has combined PowerApps, Power BI, and Flow to form the foundation of Power Platform, you may think it is an administrative nightmare to bounce between the various application centers. However, we’ve got good news! In today’s blog, we’ll describing the new, unified Power Platform Administration Center that is now in preview.

    It is available at https://admin.powerplatform.microsoft.com using your Office 365 credentials. It looks like this:

    power platform

    The navigation pane, which should be familiar to users of Dynamics 365 Version 9 and beyond, contains the key areas to administer your Power Platform-based components.

    power platform

    Let’s explore the various sections:

    The Help + support section allows administrators to create and view any support tickets they may have with Microsoft support.

    power platform

    The Analytics section provides dashboards and key metrics for the most common Power Platform environments.

    The Common Data Service for Apps section provides information about the CDS environments in use for Apps, as well as Dynamics 365 instances:

    power platform

    power platform

    power platform

    power platform

    The Microsoft Flow section displays various analytics:

    power platform

    power platform

    power platform

    power platform

    The PowerApps section contains analytics like usage statistics across geographies:

    power platform

    power platform

    power platform

    Environments is the new term for Instances and each is created under an Azure Active Directory tenant and accessible only to users within that tenant. Environments represent partitions for the components created using PowerApps and can be used to separate apps with different security requirements or user bases.

    power platform

    Opening an Environment takes you to the data service (e.g., Dynamics 365 CE)

    power platform

    The Data policies section is an area where new Data Loss Prevention policies can be created and maintained. These policies define what data can be shared with which connector, thus controlling what can be used in Flows and Apps.

    power platform

    And finally, the Admin centers section brings us to the familiar, individual administration centers. For example, the instance picker for Dynamics 365:

    power platform

    The Power Platform Admin center is still a work in progress and will undoubtedly undergo several changes to unify the tools and UIs of the various platform components. But it is a promising start, and while this has only been a high-level tour, you can look forward to deeper dives into the individual areas in the future.

    Be sure to subscribe to our blog for more Power Platform updates!

    In the meantime, Happy D365’ing!


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    Hi all, here is small tip, I learned today, so document it

     

    I need a custom method in table extension. And then this method need to call in field mapping inside Grid. Interesting it is amazing easy.

     

    So like other extensions. You have to create a class add a attribute and make in static class show it will extension of certain table. And now create a method Suppose I need extension for PurchRFQScoring table

     

    [ExtensionOf(tableStr(PurchRFQScoring))]

    public static class PurchRFQScoring_Extension

    {

     

    [SysClientCacheDataMethodAttribute(true)]  //This attribute will cache your display method.

    public static display Name ScoringName(PurchRFQScoring _this)

    {

    return PurchRFQScoringRFQCaseCriteria::find(_this.ScoringRFQCaseCriteria).name;

    }

     

    }

     

    Now compile solution. And open the grid and from field mapping, set table In source. And in field you have to add method with class reference like

     

    PurchRFQScoring_Extension::ScoringName


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