Dynamics 365 for Field Service and Project Services Automation Update 3

Applies to: Dynamics 365 for Project Service Automation, Dynamics 365 for Field Solution, Dynamics 365 for Universal Scheduling Solution, Dynamics 365 for Resource Scheduling Optimization   With the goal of continuously improving quality, performance, usability, and responding some customer feature feedbacks, we recently released an update in July for Dynamics 365 for Field Service, Dynamics…

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Dynamically build your schedule assistant search by changing the URL

If you are a customer that relies heavily on the “book” button to search for availability for your resources, this may open up implementation possibilities you did not think were possible.     Prior to reading this post, you may have assumed that when you click the “book” button on either a requirement, or any…

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New documentation site for Dynamics 365!

Looking for documentation on Dynamics 365? Check out our new Dynamics 365 documentation site at docs.microsoft.com/dynamics365. The new site provides a quick and intuitive way to drill down to just the Dynamics 365 content you need. For example, if you’re working with one of the Dynamics 365 enterprise applications, go to the Enterprise edition applications…

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Filter your data for mobile offline usage on Microsoft Dynamics 365

Microsoft Dynamics 365 users can work with mobile application in offline mode, even when the device is disconnected from the network. The application provides a rich offline experience which lets you to work with all basic commands like create, read, update, and delete and business processes – so your productivity is not impacted when you…

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Dynamics 365 for Customer Insights: July 2017 Refresh

We’re excited to announce the July 2017 Refresh for Dynamics 365 for Customer Insights (Preview).  This refresh includes powerful new applications that can transform your customer data into actionable insights to drive intelligent customer engagement. This release introduces the preview of 3 new applications, in addition to the existing Customer 360°: Predictive Match uses contextual…

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Change to Bing Map control on forms for Dynamics 365 (version 8.x) and Dynamics CRM 2013 and later (versions 6.x-8.x)

The Bing Maps AJAX Control Version 7 has reached its end-of-life. (See Discontinued Control Migration Guidelines) This will affect users of the following versions of Dynamic CRM and Dynamics 365: Dynamics CRM 2013, Version 6.x Dynamics CRM 2015, Version 7.x Dynamics CRM 2016 and Dynamics 365, Version 8.x The Bing map control will no longer…

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Set default Business Process on a form while creating new record

Problem statement: Unable to switch or set default Business Process on a form while creating new record. Scenario: Assuming a given entity (Case) has several forms associated with it and each form can be associated with one or more business processes. When a user tries to create a new record, the selected form will use…

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Support Ending for Microsoft Dynamics CRM 4.0

Microsoft Dynamics 4.0 will reach end of extended support on April 10, 2018.  If you are using this version, please upgrade to Microsoft Dynamics CRM 2013 or a later version before April 10, 2018 to ensure supportability. The best way to continue to get full support for Dynamics CRM is to upgrade to the latest…

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Best practices for automating business process stage progression in Dynamics 365

Applies to: Dynamics 365 Synopsis: This article helps you avoid error “Invalid stage transition. Transition to stage <stage name> is not in the process active path.” by suggesting some best practices for automating stage progression in business process flows. The Fall 2016 release of Dynamics 365 (version 8.2) introduced big enhancements to business process flows,…

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