As a Microsoft D365 Consultant, I’ve encountered a more and more frequent challenge: migrating from Project Service Automation (PSA) to Microsofts new Creation – Project Operations (PO). This transition is crucial for businesses seeking enhanced project management capabilities or looking forward to migrate before PSA runs out of support. Today, I’ll share insights on the … Read more
In the realm of Dynamics CRM 365 Project Service Automation, seamless invoice correction is imperative for operational efficiency. Recently, a client approached me with a perplexing issue: suddenly, they were unable to correct invoices. An ominous error message greeted them, suggesting that all transactions on the invoice had either been corrected or were in the … Read more
As a Microsoft consultant, I frequently encounter challenging issues that my clients face in their day-to-day work with various Microsoft products. Recently, a client presented me with a particularly vexing problem related to the integration of Outlook and Microsoft Dynamics 365, which I successfully resolved. In this post, I’ll outline the challenge and share the … Read more
One of the lesser-known but incredibly powerful tables in Dataverse is the “Stringmaps” table. This table holds a treasure trove of information about optionsets and their options, making it a valuable resource for developers and administrators alike. In this blog post, we’ll dive deep into the “Stringmaps” table, understanding its structure and how it helps … Read more
Connecting to a CRM organization and securely accessing its data can sometimes be a complex task. In this blog post, we will explore a Python script that leverages Microsoft Azure Active Directory and OAuth 2.0 authentication to streamline the process of connecting to a CRM organization. By the end, you’ll have a clear understanding of … Read more
Dynamics CRM, a powerful CRM platform offered by Microsoft, plays a pivotal role in managing customer interactions, sales, and other crucial business processes. However, ensuring the security and availability of this vital data is of paramount importance. That’s where data backups come into the picture. This blog post explores the significance of safeguarding crucial data … Read more
When working with Dynamics 365 CRM, having quick access to relevant data and streamlined workflows is crucial for enhancing productivity. One powerful tool that can assist in achieving this is JavaScript bookmarklets. In this article, we’ll explore how JavaScript bookmarklets can be leveraged to improve productivity in Dynamics 365 CRM by showcasing a few practial … Read more
In this blog post, we will explore how to integrate Dynamics CRM with Power BI by creating a web resource that opens a Power BI report and applies record filtering based on the current CRM record. Prerequisite for this is a already in PowerBI Service hosted Report. The Script The HTML code is creating a … Read more
Dynamics 365 provides a robust platform for managing customer relationships and streamlining business processes. One critical aspect of maintaining data integrity is ensuring that only authorized users can perform certain actions within the system. In this blog post, we will explore a JavaScript approach to disable a subgrid on the marketing list entity in Dynamics … Read more
Microsoft Dynamics 365 is a powerful customer relationship management (CRM) platform that provides organizations with a wide range of features to manage and analyze customer interactions. One common requirement in CRM systems is to sanitize user input by removing specific characters or data types. Having good data quality can be key in avoiding duplicates and … Read more