Category: Field Service

Dynamics 365 and Power Apps

{How to} Create work orders in Teams using AI on Dynamics 365 Field Service

Hello Everyone, Today I am going to share my thoughts on how to create work orders in Teams using AI on Dynamics 365 Field Service(preview). Let’s get’s started. Creating work orders in Teams using AI on Dynamics 365 Field Service is a feature that allows frontline workers to create, view and manage work orders within…
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{How to} Export Dynamics 3765 CE table columns along its data types

Hello Everyone, Today  I am going to show how to export the Dynamics 365 CE table columns and its data types. Let’s get’s started. Suppose you have a request from business to export the dynamics 365 CE data along with its data types. How do you do that? Certainly! To export Dynamics 365 CE table…
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{Do you know} How to change the model driven app record icon appearance

Hello Everyone, Today I am going to show how to change the model driven app appearance. Let’s get’s started. Login into Dynamics 365 Customer Service Hub. Select the ” Focused View” from Account Table List view. Then account records will be on the focused view. Click on three dots on focused view and then click…
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{Do you know} Set timelines display layout types on Dynamics 365 Model Driven Apps

Hello Everyone, Today I am going to show types of timelines display layout on Dynamics 365 CE. Let’s get’s started. How do you set this display layout on Dynamics 365 CE Timeline View. Login into Dynamics 365 Customer Service HUB. Open an Account record as an example: Go to the Timeline view and click on…
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{How to} disable empty address record creation in Dynamics 365

Hello Everyone, Today I am going to show how to disable empty address record creation in Dynamics 365. Let’s get’s started. Normally we can create a Account, Contact, or Lead etc without address columns filled in. If you want to disable records being created without address columns filled in then continue reading this blog post.…
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{Do you know} Maker and Admins can see App description from app lists view Power Platform

Hello Everyone, Today I am going to show how to see the description of the app from app lists view on Power Platform Maker Portal. Let’s get’s started. In the Power Apps environment, both makers and admins can now view their apps in a card format. When managing a large number of resources within an…
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{Do you know} Schedulers and dispatchers get recommendations from Microsoft Teams

Hello Everyone, Today I am going to show new feature benefits that schedulers and dispatchers get recommendations to choose technicians or workers to schedule work orders based on their availability, skills, or expertise. Let’s get’s started. Dispatchers will recieve recommendations on Teams – Scheduling assistant recommends workers and time slots for the jobs. Scheduling assistant…
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What is the significance of Geofencing on Dynamics 365 Field Service

Hello Everyone, Today I am going to share my thoughts on a topic which is known by the field service professionals. Let’s get’s started. Today when i was demoing Dynamics 365 Field Service to our client, one of the stakeholder asked what is Geofencing in Dynamics 365 Field Service ? I have answered that the…
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{How to} Add a webresource to display text on Dynamics 365 Model Driven App Site Map

Hello Everyone, Today I am going to show how to add a group and add a page with a webresource. Let’s get’s started. Suppose you had a requirement  to show a plain text when clicked on the menu of the model driven app. How do you do that? Login into www.make.powerapps.com Go  to the solution…
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{Do you know} what is the significance of Not to exceed on Dynamics 365 Field Service

Hello Everyone, Today I am going to show how to enable NOT TO EXCEED and its use on Dynamics 365 Field Service. Let’s get’s started. What is NOT TO EXCEED and what is the use of it on Dynamics 365 Field Service? The main purpose of it is setting financial expectations with customers and vendors…
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