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.
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.
In the recently concluded Microsoft Inspire 2020 event, Microsoft Corporation has announced some key updates pertaining to Microsoft Azure, Dynamics 365, Power Platform, Microsoft 365 and Microsoft Teams. Of which, it is worth discussing about the announcement of Microsoft Dataflex for Microsoft Teams and rebranding Common Data Service (CDS) as Microsoft Dataflex Pro.
Below is the detailed procedure for integrating Microsoft Teams with Dynamics 365.
Dynamics 365 Field Service scheduling is the process of assigning the right job to the right field technician, at the right time i.e., assigning work orders to closest field technicians in the area using scheduling tools.