• Power Automate UI Flows

    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.

  • Tax Calculation in Field Service

    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.

  • Tax Schedule in Gravity Cloud Accounting Solution

    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.

  • How to create a Power BI dashboard with Dynamics CRM data and integrate with Microsoft Teams?

    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.

  • What is Microsoft Dataflex and Microsoft Dataflex Pro?

    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.

  • Microsoft Teams Integration to Dynamics 365

    Below is the detailed procedure for integrating Microsoft Teams with Dynamics 365.

  • Scheduling in Field Service

    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.

  • Creating a Bookable Resource in Dynamics 365 Field Service

    A bookable resource in Field Service is anything i.e., people (User, Contact), equipment and physical spaces (facilities) that can be scheduled.

  • Work Order Creation in Dynamics 365 Field Service

    A work order in Dynamics 365 Field Service has information on what work needs to be done. It is used to coordinate and schedule resources and activities. Also, used for different types of works such as installations, repairs, or preventive maintenance.