Tip #1341: Video guide to 2020 Wave 1: Time entry in Dynamics 365 Field Service

Traditionally, doing time entry in field service required customization of the application. In Wave 1 2020, time entry becomes a native feature of Field Service. In today’s video tip, MVP’s Scott Lefante and Shawn Tabor show how to configure time entry, including how to automatically record time from work orders.

Tip #1340: Video guide to Wave 1: Next generation schedule board in Dynamics 365 Field Service

Schedule board

Dynamics 365 2020 Wave 1 includes a major makeover for the schedule board. In today’s video tip, MVP’s Shawn Tabor and Scott Lefante show how the new board loads faster, is more accessible for people with visual challenges, and makes users more productive.

Tip #1339: The easiest CDS/Dynamics 365/CRM connection ever

Question I need to write a small console app that can authenticate to an online CRM instance with multi-factor authentication turned on. Can anyone point me in the right direction on how to accomplish this? Stephen Smith We’ve been through the topic of connections a few times before but this conversation is just too good […]

Tip #1338: Video guide to 2020 Wave 1: Enhanced work hours calendar in Field Service

Walk over calendar

Dynamics 365 2020 Wave 1 introduces a more modern work hour calendar that makes it much easier to quickly update your employees work hours for field service. In today’s video, Business Applications MVP’s Shawn Tabor and Scott Lefante demonstrate how to update work hours in the new work hour calendar.

Tip #1332: Open forms as a dialogs in model-driven apps

Child reading a pop up book

Today’s tip comes from Eric Regnier. You can send your tips to jar@crmtipoftheday.com. One of the small but awesome new features in 2020 Wave 1 are the modal dialogs. In many implementations, common feedback we hear from customers is around UX with too many clicks or navigation between screens. With this new feature, it enhances […]

Tip #1310: Using Flow to test concurrency

A number of silver wind pipes lined up in parallel

Today’s tip is from Shidin ‘D365fanboi’ Haridas – thank you! Got a tip of your own? Why won’t you send it to jar@crmtipoftheday.com when you have a minute? Now, over to Shidin. Most CRM implementations, at some point, would have required to implement a bespoke auto-numbering system. However, testing the custom built auto-numbering solution end-scenarios, […]

Tip #1307: PowerApps designer makes your work in progress easier

Monitor on a busy desk with the words "Do More" on the screen

Today’s tip is from EY Kalman. Got a tip? Send it to jar@crmtipoftheday.com (and include either your Twitter handle or LinkedIn profile link for the eternal appreciation link). Late last night I decided to start playing around with entering the data fields directly into the entity first (the aim is to drive a Model App […]