The out of the box data import In Dynamics 365 does not support updating records unless you do an export to Excel and and then re import it. This does not work where you are given a CSV file and need to use that to update records in Dynamics. Here is a quick NoCode way to do a data import and update records in Dynamics. What you need to do is to create an import entity … [Read more...] about Data Import Update
Dynamics 365
Microsoft Dynamics 365 is a cloud-based business applications platform and combines components of CRM and ERP. There are uses for Dynamics 365 such as bringing your business together as a cohesive unit by connecting people, making smarter decisions with built-in AI. Check out the latest posts from tutorials to the latest Dynamics news from Joe Gill.
Dynamics Web Chat with PowerChat
If you are interested in adding Web Chat to your web site that integrates with Dynamics it is worth considering PowerObject's PowerChat. This probably takes in the region of 30 minutes to get up and running. Install the PowerChat solution in your Dynamics instance and once installed you have a number of options to configure your chat. … [Read more...] about Dynamics Web Chat with PowerChat
How to Configure Dynamics 365 S2S Authentication
The combination of the Dynamics 365 Web API and Azure Active Directory allows a variety of applications to integrate easily with Dynamics 365 to retrieve and update data. This can be any type of application such as a web site or a data integration process and is commonly referred to as S2S, server-to-server, authentication. Calling the Web API using S2S is a two step … [Read more...] about How to Configure Dynamics 365 S2S Authentication
Search Attachment Content with Relevance Search
Relevance Search was added to Dynamics 365 in the December 2016 release and it utilizes Azure search to index the data in Dynamics and to sort it based on relevance. What you may not be aware of is that it will also search the content of attachments. It will search all your common document types including Word, Excel and PDFs. The nice thing about it is that it shows a snippet … [Read more...] about Search Attachment Content with Relevance Search
PSA Contractor Time Entry
A shortcoming in the current release of Dynamics PSA, Project Service Automation, is that it only allows you to book time against a project for resources that are users. Resources in PSA can also be created for contacts and this is a typically how you handle sub contractors. You create them as a contact and then create a bookable resource records linked to this contact. You can … [Read more...] about PSA Contractor Time Entry
Dynamics and Service Bus Queues
Usually message queuing requires software development however in this blog post I am going to show you how events, such has creating an account, in Dynamics 365 can put messages on a queue without the need for any code. On top of that you can provide a third party with access to read messages from the queue from anywhere without configuring any firewalls or ports. This can be … [Read more...] about Dynamics and Service Bus Queues
Project Service Automation – Validate Hours for Time Entry
This blog post covers how you can validate time entry in PSA, Project Service Automation, using a custom real time workflow to limit the amount of time a user can enter for any day. The functionality of PSA is is pretty comprehensive however many users find it frustrating you cannot limit the total duration a user can book for a single day. To accomplish this I wrote a … [Read more...] about Project Service Automation – Validate Hours for Time Entry
Dynamics 365 User Group Ireland – Launch 1st June 2017
The Dynamics 365 User Group Ireland is launching on the 1st of June with an afternoon of interesting talks which is being hosted by Microsoft at their offices in Sandyford. The intention of the user group is to hold regular talks on Dynamics 365 and related topics including best practise for implementing Dynamics, business apps such as Project Service Automation and third … [Read more...] about Dynamics 365 User Group Ireland – Launch 1st June 2017
Dynamics 365 Portal Quick Start
Portals were introduced into Dynamics after the purchase of ADX Studio. Portals are hosted by Microsoft and free to use (providing you have less than 1,000,000 views per month). A Dynamics Portal can be used to publish content and to allow portal users to view and update Dynamics data. The administration and management of the portal is done from the Dynamics Admin Centre under … [Read more...] about Dynamics 365 Portal Quick Start
Project Service Automation Delegation – UI and SDK Gotchas
A typical requirement for project management and time sheet systems is the ability to allow a manager to enter time sheets for team members. PSA, Project Service Automation, supports this through the use of delegation records. A user can create a delegation record allowing another user to enter the hours they have worked on project tasks. Here I have created a delegation … [Read more...] about Project Service Automation Delegation – UI and SDK Gotchas
