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 MB2-715 exam.
The MB2-715 certification is not easy! But deployment is an important topic and one you will really enjoy learning about.
In my opinion the MB2-715 differs slightly in its style to some of the other certifications such as MB2-716 (customization). As its scope contains some topics that are possibly more theoretical, such as how plan for updates or understanding the licensing options. But even so, I still encourage everyone to try as many of the features discussed hands on. Do not rely on theory alone!
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.
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 want to create new record by avoiding all those clicks. We can achieve it by making relation mandetory, just as shown in below image.
…and you are done, now go back to the subgrid and click on the ‘Create’ (+) button, it will launch new create window and won’t ask to select existing association.
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
To use the schedule board booking functionality, geocoding, and location services, you need to turn on maps.
From the main menu, click Resource Scheduling > Administration.
Click Scheduling parameters.
Open the record and scroll down to the Resource Scheduling Optimization section.
In the earlier post, it’s explained that how to make a view to be editable (Click here to explore that article). In this post, I will explain how to make any entity grid editable on form where it has been used as Sub-grid.
Its as well a simple configuration, here are the steps for it,
First of all, that particulate entity must be enabled for an edit on entity level, if you don’t know how to make it, please explore it here.
well, one entity is enabled for it now, open that particular form where you want make sub-grid as editable
select that sub-grid and click on change property button on ribbon or simply double-click on that sub-grid. Refer below screenshot for same…..
once you open Sub-grid property, please click on Control tab ==> Add Control, please refer below screen shot for it…..
It will add control, now set the properties for the sub-grid for the form, ref below screenshot …..
Now, please save and publish the entity.
but there is one issue with the editable grid when we add that on from then Workflow dynamic values will be completely blank, just like below …
Resolution for the issue is…
deactivate the editable grid form then create the workflow, re-activate the editable grid form
Remove the editable grid feature from the form then create workflow and enable the editable grid feature on the form
Have you ever stuck in a situation where the plugin working perfectly in a test environment but not the SIT/UAT/Production environment?
Remote debugging might be a tricky setup in most of the production server because of the firewall constraint or even many times developer does not have access to the following environment. In such situation how we can survive, Debugging skills will save us in this situation.