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
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
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
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
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
Resources are the most important asset of a service-based organization. The ability to find the right resources at the right time, book those resources on projects and keep them utilized, helps the organization meet revenue targets and customer satisfaction goals In this blog will learn how to create Bookable Resources based on Dynamics 365 Users. … Continue reading Project Operations #4: Bookable Resources
Microsoft Dynamics 365 Project Operations, an Organizational Unit is a distinct group or division in a professional services company that billable resources that have cost rates. Organizational Unit has specific currency and specific cost price lists. The currency of an organizational unit is the primary currency that is used to track costs, and we can add one … Continue reading Project Operations #3: Organizational Units
Introduction Virtual tables enable integrating data from external data sources by seamlessly representing that data as tables in Microsoft Dataverse, without data replication. Solutions built on Microsoft Power Platform can leverage virtual tables as if they were native Dataverse tables. A virtual table is a custom table in Microsoft Dataverse that has columns containing data … Continue reading Create the Virtual Tables in Dataverse With the Virtual connector Provider – Part-#2
Dynamics 365 has the ability to create 5 non-interactive user accounts per instance with Multi-Factor Authentication (MFA). These accounts are used for programmatic access to and from Dynamics 365 for Customer Engagement apps between applications. The advantage of using these accounts is that they do not need any license. The Service Account can now be used … Continue reading Azure Service Account Creation for Azure DevOps & Dynamics 365(Single Tenant ) by Srinath Pega
Configure your social media accounts Social posting enables Dynamics 365 Marketing users to author, schedule, and publish posts to a variety of social media channels and accounts. You must configure and authenticate each channel and account that you'd like to make available for use with this feature. In the current version, you can configure accounts … Continue reading Dynamics 365 for Marketing | Episode -05 | Social Configuration | Social Posting by Srinath Pega
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