MB2-715 Certification: (Microsoft Dynamics 365 Customer Engagement Online Deployment) – Revision Guide

Originally posted on Microsoft Dynamics 365 and Unified Service Desk:
I have been completing a series of posts to help people prepare for the MB2-715 certification (Microsoft Dynamics 365 Customer Engagement Online Deployment). Here is a collection of links to all of those posts. I hope these might serve as a useful revision aid for the…

Field Service: Sample data installation

While studying Field Service, Field Service installation is not enough,  we need to install sample data or seed data in the environment, so we will get clear idea of how its looks like and we can play with that sample data just like real one. As well, it can be used for demo purpose. So…

Open create ‘Form’ from sub-grid directly by avoiding associated records between entities

In MSD 365, when we add sub-grid on form by creating relation between two entities, it will gives Create (+) button and associate view button. When we click on Create (+) button, dynamics shows already created associations between these two entities, ref below screen shots… Some time we don’t require this associated records and always…

Configure the schedule board for resource availability

The Dynamics 365 for Field Service schedule board provides an overview of resource availability and bookings you can make. Before you use the schedule board, it is important to set up the views and filters to your preference. Applicable to Dynamics 365 (online) ==> Field Service, version 9.x Important To use the schedule board booking functionality,…

Schedule anything with Universal Resource Scheduling

Schedule anything in Dynamics 365 using Universal Resource Scheduling. You can enable scheduling for any entity including custom entities. For example, you can enable scheduling for the opportunity form and schedule marketing visits for your opportunities. You can also do this for the case form and schedule time to work on cases. This is applicable…