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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Manage the status of your team’s bookings with Universal Resource Scheduling

Universal Resource Scheduling is all about booking skilled resources to the right work, at the right time, regardless of workstream. This means you can book resources for work orders, cases, projects, leads, or any custom entity. For more information, see Scheduling anything in Dynamics 365 with Universal Resource Scheduling. Opening up the booking entity and…

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Update Dynamics CRM Client SDK version to avoid calls to ACS

Problem   With the deprecation of Azure Access Control Service (ACS), you should modify the SDK authentication code by removing all references to ACS. Effective from Microsoft Dynamics CRM Online 2016 Update 1 (v8.1.1) and Microsoft Dynamics 365 (v8.2), we removed Live ID support and ACS dependencies on the server-side. It is required to update…

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Update Service Bus Endpoints to use SAS Authentication

Problem   Azure Access Control Service (ACS) has been deprecated by Microsoft Azure team. Any existing Dynamics 365 service bus that has been configured with ACS authentication will be impacted when ACS goes out of support. With the deprecation of ACS, and the ability to configure ACS based authentication for Dynamics 365 Service bus has…

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Universal Resource Scheduling Solution for Dynamics 365 Update 1

Applies to: Dynamics 365 for Project Service Automation, Dynamics 365 for Field Service   This past fall, we introduced Universal Resource Scheduling Solution in Dynamics 365. Regardless of what type of scheduling your organization is engaged in, be it Field Service scheduling, Project Service Scheduling, Case scheduling, Lead scheduling, or maybe something completely custom, Universal…

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Dynamics 365 for Field Service and Project Services Automation Update 2

We recently released an update in February for Dynamics 365 for Field Service, Dynamics 365 for Project Service Automation, Resource Scheduling Optimization solutions. Below are the new capabilities and bug fixes introduced in this update.  Universal Resource Scheduling Enhancements – for both Project Service Automation and Field Service Performance improvements for schedule board.   You can…

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Analyze your Dynamics 365 business processes with Power BI, and add its analytics to your Dynamics 365 dashboard

Microsoft has just released the new Process Analyzer Content Pack for Power BI for Dynamics 365 Version 8.2 and higher. This content pack can help you monitor and analyze your business processes based on the detailed process information stored in your Dynamics 365 system. In this blog article, we’ll introduce this new content pack and…

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