Dynamics Customer Voice is the survey tool that stores all its data in Dataverse. Dataverse have quite the process to maintain a healthy ALM and deployment process, but if you plan to include Customer Voice in your solution it can complicate things. This is how I solved this challenge, with help and inspiration from my... Continue Reading →
No-Code Hack – Use Calculated Fields for Event Age Validation
This past weekend I was at Dynamics Power Saturday in Amsterdam an delivered a session I call "No-Code Hacks". One of my hacks was to show how you can solve a requirement for age limit at event by only using customization, a requirement usually solved with JavaScript. What is a Hack? To start with I... Continue Reading →
Use Characteristics to Fine-tune your Resource Result in URS – Part 2
In part one of this mini series within my URS series (I like series, OK?) I suggested a way to use Characteristics with the Scheduling Assistant to help fine-tune your resource results. In this article I suggest another option to that, one that is slightly more complex but also more flexible and applicable to more... Continue Reading →
How To Change Default Appointment Behaviour In Unified Interface
Recently I came across an inconsistent behavior regarding the Appointments entity in the UI (Unified Interface) compared to the Classic Interface. I asked my best friend Google... uhm I mean... Bing for advice but didn't find anything to help me so I opened a Microsoft support case about it. This is the response I got:... Continue Reading →
Get Fields From Related Records Using Actions
Have you ever had that requirement where you know you can solve most of it with a workflow but the information you are after is one relationship too far away? For example:I have a custom entity called Event Registration that is related to Contact but the discount information is placed on Account. This article will... Continue Reading →
Get started with Universal Resource Scheduling
Universal Resource Scheduling is the scheduling engine in Microsoft Dynamics 365 Customer Engagement that allows you to enable scheduling for any entity, even custom entities. It's used to find the best resource based on a set of different variables for example availability, skill set and location. I know what you are thinking... Even custom entities?... Continue Reading →
Sara Lagerquist 