User can track the email from D365 App for Outlook to Dataverse with Server Side Synchronization. By default, on the timeline control all tracked emails are displayed based on the "Modified On" field I had a requirement to show the exact time stamp of the email when it was received in / sent from the … Continue reading Show correct Sent / Received date time of email on Timeline
Author: Sharan Lakkani
Did you know? You can call Power Automate Flow from Timeline control!!
Everything that is related to latest Time Line control is in this blog with a bonus showing how we can execute Power Automate flow from within Time Line control action commands.
Embed editable forms within forms in D365
Recently I came across this feature that provides a good use case to work on a different record from a related record form. I mean you can now literally edit the value on a related record without even navigating away from the opened related record. We originally only had Quick View forms that we could … Continue reading Embed editable forms within forms in D365
D365 Field Service – How is travel distance and time calculated?
When you schedule a work order, a Bookable Resource Booking (BRB) record is created which is used by the field technicians to work on the work order. The BRB record holds all the products, services and the service tasks that will help technicians to perform the required actions in the customer location. To be able … Continue reading D365 Field Service – How is travel distance and time calculated?
Uploading multiple images to SharePoint Document Library and Dataverse
We might have already come across various tutorials, videos or blogs to upload images from attachment control in the Form in Canvas app to a destination either SharePoint or Dataverse. However, the challenge is the attachment control on Canvas app Forms only work with SP lists or Dataverse tables. In our recent work, as mentioned … Continue reading Uploading multiple images to SharePoint Document Library and Dataverse
Email Validation (Preview) in D365 Sales Wave 2
When I was reading thru the wave 2 D365 Sales features I came across out-of-the-box feature that validates email address associated with the lead records. Here you can find the details to the feature from the MS Learn site – enable-email-validation work-invalid-email-addresses I think that this is a good feature being made available in the … Continue reading Email Validation (Preview) in D365 Sales Wave 2
Troubleshooting – “Unified Routing was unable to Provision…”
Recently I tried to turn on Unified Routing in a trial environment which is not as straight forward as documented in the Provision Unified routing for customer service. I got the error “Unified Routing was unable to provision. Please try again or contact Microsoft Support” basically asking to create a support ticket from the Power … Continue reading Troubleshooting – “Unified Routing was unable to Provision…”
How to address performance issues in Canvas app with Dataverse connections?
Background Mainly in any project we start encountering performance issues because of inadequate understanding of the customer expectations with regards to how long a process can take to run. Which is a result of incorrectly / not documenting Non-functional requirements (NFRs). If the NFRs are not documented then we probably miss the train to include … Continue reading How to address performance issues in Canvas app with Dataverse connections?
Can we open D365 mobile app from Canvas app?
Short answer, YES. Please go thru below to find out the details around achieving this. Even though I have talked about canvas app, but the below redirection also works from another external application in the same manner. Background One of the requirement was to update information in Dataverse tables from canvas app. One option, off … Continue reading Can we open D365 mobile app from Canvas app?
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