1. Overview In a service or manufacturing environment, effective resource management is crucial for efficient operations. This document defines key concepts such as resources, work centers, work center teams, and resource skills & roles. 2. What are Resources? Resources refer to entiti...
Plugin: In this blog, we will learn about the Basics of plugin A plugin in Dynamics 365 is custom code that executes in response to specific events in the system (like record creation, update, or deletion). It allows developers to add business logic to the CRM platform. Plugins...
CRM: In this Blog we will see How to Converting a case to a work order in field service CRM. Once a case is validated, it needs to be converted into a Work Order to dispatch a technician and resolve the issue effectively. 1. Open the Case to be Converted Log in to Field Service […...
Case in Field Service CRM A case in Field Service CRM helps track customer issues and ensures timely resolution. Follow these simple steps to create a case efficiently. 1. Open the Case Module Log in to CRM and navigate to Service > Cases. Click New Case to start a new entry. 2. Enter C...
Dynamics 365: Microsoft Dynamics 365 is a cloud-based suite of intelligent business applications that helps organizations improve operational efficiency and reduce business complexity by unifying processes, gaining insights, and fostering better cust...
Field Service in D365: Field Service refers to any work or operations performed outside of a company’s premises by personnel at customer locations or other remote sites. These operations typically involve installing, maintaining, repairing, or troubleshooting products or services. It...
In this Blog we are going to see the Basics of Generative AI(MS Copilot). Copilot: Generative AI, such as Microsoft Copilot, is gaining recognition even among those outside the tech industry. As the renowned writer Arthur C. Clarke famously stated, “Any advanced technology is indisti...
Workflow: In this blog we will see a workflow sends an email to the record owner with three URLs, where clicking any URL redirects to the corresponding record. First, we have to create three URL Datatype fields. My Feilds names are URL1, URL2 and URL3. Next, Create a workflow Name: Your wo...
Java Script: In this Blog we will see How to Calculate Current/Related Year YTD based on the salary month by using javascript. Firstly we need to create three fields Year, Amount(Whole Number), and YTD(whole Number). Next change the below code according to your fields names. function Upd...
Introduction :- We demonstrate how to resolve cache problems from the power pages in this blog.Here, we are able to obtain the most recent information from the dataeverse.Here, we are using Webapi and FetchXML to obtain the data. Starting Steps: -1 FetchXML: – I started by using fe...