The data relationship between two entities in the system referred as Entity relationships. In CRM, an user needs to setup relationships, as Dynamics 365 platform is built on a relational database. And CRM customization tools make it easy to create custom entities with no programming experience, but establishing relationships must be understood if the custom and system entities are to work together.
Field defines the individual data items that can be used to store data in an entity. Fields are sometimes called attributes by developers. In solution explorer, customization tools are used to edit system fields that allows customization, and to create or edit a custom field.
Dynamics 365 users, especially the sales team will be much relieved with the new enhancement in duplicate detection as part of Dynamics 365 Release Wave 2 update. The new enhancement allows Dynamics 365 users to merge duplicate records (accounts, contacts and leads) so that the most current information entered by the user could be merged with one of the duplicate records detected. By this, users need not manually merge records or visit a record to make additional data entry.
Initially, in the power apps page, click on portal management app.
Auditing in Dynamics 365 is a powerful feature that allows tracking of changes made on CRM data. For example, if a user changes a field value then the Auditing feature tracks details such as the old field value, new field value, who and when was the field value changed. By having these details handy, organizations can make their staff more accountable and diligent.
When Auditing can be used:
Email Attachments to SharePoint is a Dynamics 365 Addon built specifically to address the need of customers who want to fetch all email attachments of an entity record and selectively store them in SharePoint. Currently, there is no such out-of-the-box functionality in Dynamics 365, so customers are relying heavily on this addon to address their business needs.
Power Automate UI flows are used to automate the repetitive tasks in windows and web applications. The UI flows can record by using user interface actions such as clicks, keyboard input, etc., and play back further. Microsoft support RPA in the form of Power Automate UI Flows.
Every organization must pay sales taxes to different tax authorities. Each country have their own specified set of rules and rates for collecting taxes.
In dynamics 365 field service, sales tax setup is pre-configured that specifies how much tax will be applied to your products, agreements, and services. Sales tax will be added to the total amount of work order based upon the on work order details like work order type, service account and billing account.
Now, let’s see how the tax calculation is scheduled in calculating the sales tax for the work order.
In general, purchasing of products, services and agreements attract applicable taxes as defined by the regional government authorities. Dynamics 365 Field Service enables users to define Tax Codes, Tax Group on products, services and agreements which come into action while fulfilling a work order. However, the functionality is limited as Dynamics 365 Field Service does not support different tax categories which would be required to encompass a wide range of business scenarios and also it won’t allow you to trigger the Chart of Accounts while invoicing. These drawbacks could be overcome by using Gravity Cloud Accounting Solution.
You can create Power BI dashboard only with online Dynamics CRM and not on-premise Dynamics CRM.
Below is the detailed process of creating a Power BI dashboard with sample Time Posting report and integrating with Teams.