Set and Retrieve a Lookup Id and Value using Xrm.WebApi
We can use JavaScript to connect to Dynamics 365 and set and retrieve a lookup id and value. Let’s say on an…
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Create and Add Debugger to the Menu in Unified Service Desk
In this post we will look at how to create and add a USD Debugger to a USD installation. We will add it…
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How to Change the Font Size in Power BI Reports
To change the font size of a Power BI report: Select a visualization and on the right go to the Format tab:…
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What Are Power BI Dataflows and How to Use Them (with Dynamics 365 and Common Data Model)
Power BI Dataflows are a feature of Power BI that allows organizations to unify data from various sources, prepare the data for…
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Hiding Fields in a Power BI Report and Service
Let’s look at how to hide a field in a Power BI Report. First, let’s create a report and add some data.…
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Processing a Return to Warehouse in Dynamics 365 Field Service
In this post, we will show how to process a return to a warehouse in Dynamics 365 Field Service. We will follow…
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Managing Inventory in Dynamics 365 Field Service
In the Dynamics 365 Field Service app, we can manage product inventory. In this post, we will go through how to manage…
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Dynamics 365 Record Creation and Update Rules to Convert Email to Case
In Dynamics 365, you can automatically create records such as cases and leads from incoming emails. To do this, go to Settings->Service…
Read article → Accessing Dynamics 365 Field Service Settings
To access Dynamics 365 Field Service Settings (Administration), open the Field Service app: You will see: Select “…” and then Field Service…
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Set Dynamics 365 Colors and Logo Using Themes
In Dynamics 365, you can set the logo and colors of the organization through “themes”. To access themes, go to Settings->Customizations: Select…
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Using and Creating Single-Stream and Multi-Stream Dashboards in Dynamics 365
Interactive Experience dashboards in Dynamics 365 are a modern, real-time dashboard experience that allows users to view and act on data quickly…
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Scheduling Publishing a Knowledge Article in Dynamics 365
In Dynamics 365, you can schedule the publishing of knowledge articles. Let’s create a new version of an article and update the…
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