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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 #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 #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 #1302: Should I recreate the account entity?
When deploying Dynamics 365, there are frequently multiple types of companies and organizations that you will be tracking in the system. Some represent customer/client organizations, some may be support and advisory organizations like accountants and legal firms, and some may be miscellaneous types of organizations, such as trade associations. How should you manage multiple categories […]
Tip #1300: CDS vs Dynamics 365 instances
Dynamics 365 Apps are built on top of Common Data Service Citizenship in IT, 2019 edition If that’s the case, we should be able to install/uninstall Dynamics 365 Customer Engagement Apps at will, right? Yes. In theory. In the future. Decoupling Dynamics 365 CE from the underlying platform is a long and painful process. Our […]
Tip #1298: Quickest way to filter views and forms in an app
Today’s tip from Linda Connolly – thanks! You can send your tip to jar@crmtipoftheday.com too! I spotted this one when doing some work earlier in the week. If you’re building a business unit specific solution for a customer and want to quickly and easily only show them the views/forms designed for them, add the Site […]
Tip #1280: To split, or not to split, that is the question!
The subject of today’s tip is highly debatable but Eric Regnier did do justice to it. (Want to start a discussion of your own? Email your tip to jar@crmtipoftheday.com) In many implementations particularly complex ones, often comes a situation to determine if the same entity should be used for the different “types” (or categories). Say […]