D365 Field Service: Work Order Estimated Duration – a deep dive – part 1

In D365 Field Service, the Work Order Estimated Duration plays a pivotal role in scheduling and resource allocation. By default, this duration is calculated based on the associated Incident Types and their respective Service Tasks, either manually created ad-hoc work orders or work orders generated from the Agreement. At times, it gets complicated in scenarios … Continue reading D365 Field Service: Work Order Estimated Duration – a deep dive – part 1 →

Solution failed to export while transferring D365 Marketing Assets

While moving Dynamics 365 Marketing (Customer Insights Journey) assets from one environment to another, you might encounter a solution export error due to special characters in file names—particularly the # symbol. Background I have transferred Marketing data from one environment to another using the Configuration Migration Tool as Microsoft recommends here: https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/transfer-data. However, if you … Continue reading Solution failed to export while transferring D365 Marketing Assets →

A guide to RSO Configuration & Debugging – Optimization Requests

If you are working in an enterprise Dynamics 365 Field Service implementation with RSO (Resource Scheduling Optimization) add-in, you must have felt that there is limited information about RSO and there aren't many blog posts available either. One reason is that RSO doesn't offer any trial. To address this, I am starting a blog series … Continue reading A guide to RSO Configuration & Debugging – Optimization Requests →

Best practices while using RSO – Part 1

Below are the few best practices that I've learnt along the way of using RSO in my projects. I hope these tips will be helpful for anyone who is using RSO in their projects on achieving certain business functionalities or for anyone who is learning RSO. I have split this to 2 parts series to … Continue reading Best practices while using RSO – Part 1 →

Trigger RSO on-demand from Flow and Code

This blog post focus on how to trigger an existing RSO Schedule that's been set up. This post doesn't cover setting up an RSO schedule, we will see that in a different post. Before jumping into the action, a quick introduction about RSO. What is Resource Scheduling Optimization (RSO)? It is an add-on capability for … Continue reading Trigger RSO on-demand from Flow and Code →

PCF Control 2: Custom Rating

I have been asked a couple of times by the customers if there are any fancy rating controls like a star, stack etc. available in D365 rather plain numbers, the only option was Html earlier and now with the power of PowerApps Component Framework, it's not the case. And to make it more interesting, the … Continue reading PCF Control 2: Custom Rating →

Dynamics 365 – Site Map Editor First Look

The Evolution of Dynamics 365 is in its peak with storming features of Editable Grid, Power Apps, ERP in one place etc., Concentrating on the power of UI based interactive designs Microsoft has its own place in the trending market and they have proved it once more through the Visual Business Process Flows, Business Rules … Continue reading Dynamics 365 – Site Map Editor First Look →

Dynamics 365 Editable Grid – A complete guide on configuration & features

Microsoft has finally included the Editable Grid, one of the most requested features over the last several releases of Dynamics CRM in Dynamics 365. These grids offer rich inline editing in main grids and sub-grids so users can update the information they need, it is as simple as that! This post seems too long but this gives … Continue reading Dynamics 365 Editable Grid – A complete guide on configuration & features →