Microsoft Dynamics 365 API Access token in Postman

Introduction Dynamics 365 Online exposes Web API endpoints, making integration simple. The most difficult part, though, is authenticating since Dynamics 365 Online uses OAuth2.0. Every HTTP request to the Web API requires a valid access bearer token that is issued by Microsoft Azure Active Directory. In this blog, I will talk about how to use … Continue reading Microsoft Dynamics 365 API Access token in Postman

Dynamics 365 Business Central Integration with Dynamics 365 Sales

Introduction Microsoft Dynamics 365 Business Central integrated with Microsoft Dynamics 365 Sales can give your salespeople that insight. The integration lets people view Business Central information while working in Dynamics 365 Sales. To connect and sync data with other Dynamics 365 applications Integrating the Dynamics 365 Business Central with Dynamics 365 for sales for the first … Continue reading Dynamics 365 Business Central Integration with Dynamics 365 Sales

Dynamics 365 Business Central Integration with Microsoft Dataverse

Introduction Microsoft Dynamics 365 Business Central integrated with Microsoft Dynamics 365 Sales can give your salespeople that insight. The integration lets people view Business Central information while working in Dynamics 365 Sales. To connect and sync data with other Dynamics 365 applications Integrating the Dynamics 365 Business Central with Dynamics 365 for sales for the first … Continue reading Dynamics 365 Business Central Integration with Microsoft Dataverse

Enable email validation in Dynamics 365 Sales

Introduction Enable email validation in Dynamics 365 Sales to remove incorrect email addresses from your leads and contacts. You'll receive a higher return on your sellers' time, lower email bounce rates, and more engagement. Email address validation looks for the following issues: Incorrect syntax: An address that doesn't contain both a username and an email … Continue reading Enable email validation in Dynamics 365 Sales

Microsoft Dataverse Elastic Tables

Introduction Elastic tables give the same familiar user experience and API as standard tables. Elastic tables have many of the same features and settings as standard tables and special features and capabilities made available by Azure Cosmos DB. Standard and Elastic tables use the Dataverse database capacity. Elastic tables are designed to manage large volumes of data … Continue reading Microsoft Dataverse Elastic Tables

Download Dataverse Development Tools with Power Platform CLI

Microsoft Power Platform CLI is a simple, one-stop developer CLI that empowers developers and ISVs to perform various operations in Microsoft Power Platform related to environment lifecycle, authentication, and work with Microsoft Dataverse environments, solution packages, portals, code components, and more. In the previous blog learn to install Microsoft Power Platform CLI Extention to the … Continue reading Download Dataverse Development Tools with Power Platform CLI

Project Operations #8: Project Creation

The project management tools in Dynamics 365 Project Operations help you easily run projects. The scheduling tools help project managers and teams stay productive. The tool helps in below areas: Plan projects by using a work schedule and estimates. Estimate and track project costs and revenue. Use project estimates during the sales process. Forecast resource … Continue reading Project Operations #8: Project Creation

Project Operations #7: Work Hours Calendar Template

Bookable resources working on a project must have a calendar of working and non-working hours to define their availability. Workings hours for a resource can be defined in two ways: Define individual calendar rules for a resource Apply an existing calendar template for the resource In the previous blog, we learned the working and non-working … Continue reading Project Operations #7: Work Hours Calendar Template

Project Operations #6: Working and Non-Working Hours

Bookable resources working on a project must have a calendar of working and non-working hours to define their availability. Workings hours for a resource can be defined in two ways: Define individual calendar rules for a resource Apply an existing calendar template for the resource In the previous blog, we learned Bookable Resources Skills and Roles https://srinathpega.com/2023/03/22/project-operations-5-bookable-resources-skills-and-roles/Continue reading Project Operations #6: Working and Non-Working Hours

Project Operations #5: Bookable Resources Skills and Roles

Resources Skills are resource characteristics that are shared between Dynamics 365 Project Operations and Dynamics 365 Field Service. Resources Roles are Bookable resource categories that let's group bookable resources by type. For example, you can create categories like technician, supervisor, subcontractor, vehicle, or equipment. In the previous blog, we have seen the creation of bookable … Continue reading Project Operations #5: Bookable Resources Skills and Roles