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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
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
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 #1337: Video guide to 2020 Wave 1: Enhanced Segments in Dynamics 365 Marketing
Microsoft continues to enhance Dynamics 365 Marketing, and the 2020 Wave 1 release includes some nice enhancements to the segment builder. Watch today’s video tip from MVP Matt Wittemann to learn more.
Tip #1332: Open forms as a dialogs in model-driven apps
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 #1327: Validators on user profile pages in Power Apps portals
&tl;dr For a custom validator to work on a user profile page, the validator must have validationGroup set to “Profile“.
Tip #1324: Embed canvas: one, two, many
Today’s tip is from Linn Zaw Win. Got a tip? Send it to jar@crmtipoftheday.com (and include either your Twitter handle or LinkedIn profile link for the eternal appreciation link).
Tip #1310: Using Flow to test concurrency
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
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 […]