Dynamics 365 Customer Service Case Management – A Ticketing Application Too

Dynamics 365 Customer Service is used by Organizations for a variety of reasons –   Tracking Completion of Task Requests Recording and resolving Complaints Managing and Monitoring Service issues   While some of these reasons may be simple to work on and complete, others may be long drawn, requiring multiple people to work on it and have it pass through various stages before closure.  Defining Tickets and Cases  While we usually interchange the words “Cases” and “Tickets” when referring to the […]

Create PDF documents from Dynamics 365

Generate PDF Doc from Dynamics 365 Document generation is required at many steps within Dynamics 365 processes – ideally to keep a record of a state of a record or to share with users – internal/ external. Some common ways to generate documents was via Document templates, SSRS reports and Mail merge [ soon to […]

The Future of Project Based Services from Dynamics 365

Planner, Project Service Automation, Projects, Finance, and Operations – the Final Vision The 2019 release wave 2 investments have been focused on providing modular offerings where capabilities across Microsoft Project, Project Service Automation, and Finance and Operations service industries are to complement each other in a seamless fashion when combined and provide a simple go-to-market […]

Portal Security Authentication and Authorization – Quick Reference Guide

Authentication Local Authentication (Not Recommended by Microsoft) Contact record configured for Portal access Invite enabled access (configurable) Username & Password stored in CRM. Password is encrypted Password Recovery & Reset Email address confirmation & Two-factor authentication via email (optional) Lockout in case of multiple failed login attempts (configurable) External Authentication Contact record configured for Portal access […]

PowerApp Portals

Background The PowerApp Portals provide one of the last missing pieces to the Power Platform story. PowerApps Portals was announced in June as the successor to Dynamics 365 Portal. It will be fully decoupled from Customer Experience apps and will live alongside the two other types of PowerApps – Canvas and Model-driven. It has been […]

Charts on the Dynamics 365 Portal

There are two ways to add charts Add chart Liquid tag in the Copy field on a webpage Add chart Liquid tag in the Source field on a Web Template Prerequisite for implementing Charts on Portal Entity Permission Requirement ID of Chart ID of view to filter the query   a) Entity permission requirement Read privilege is asserted for the […]