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 here are the steps to install sample data for Field Service… Continue reading “Field Service: Sample data installation”
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.
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 for Sales, Customer Service, Field Service, Project Service Automation Continue reading “Schedule anything with Universal Resource Scheduling”
In MS Dynamics CRM, Self join has special powers, with self join we can create hierarchical data structure, as shown below,
Continue reading “Configure and visualise hierarchical data”