Resource Scheduling Optimization (RSO)- Initial configuration steps – Part 1

In my previous blog, I have explained “How to configure the RSO in Dynamics 365 Instance“. In this blog, I will explain how to start with the Initial configuration steps of RSO. Once the RSO solution has been deployed, you will be able to see the RSO Application as follows: After installing RSO, Initial steps… Continue reading Resource Scheduling Optimization (RSO)- Initial configuration steps – Part 1

How to configure the Resource Scheduling Optimization (RSO) in Dynamics 365 instance

In this blog post, I will explain how to configure the Resource Scheduling Optimization (RSO) to your Dynamics 365 CE instance. Organizations that require automated scheduling and optimization can purchase the Resource Scheduling Optimization (RSO) add on solution. Purchase Field Service. Go to the Microsoft 365 (Office 365) Admin Center > Billing > Purchase Services and then we… Continue reading How to configure the Resource Scheduling Optimization (RSO) in Dynamics 365 instance

How to Integrate Dynamics 365 with Azure Service Bus

Here is next blog on “How to Integrate Dynamics 365 with Azure Service Bus” without writing any code. Azure Service Bus and Dynamics 365 Azure Service Bus provides a native integration with Dynamics 365. This means we can send messages to Azure Service Bus from CRM when an event occurs, these messages can then be used to… Continue reading How to Integrate Dynamics 365 with Azure Service Bus

How to Enable Power BI dashboards in Dynamics 365 CE

Here is next blog on “How to Enable Power BI dashboards in Dynamics 365 CE” To add Power BI visualizations to personal dashboards in your model-driven app, you must: Enable Power BI visualizations for your organization in Settings > Administration > System Settings > Reporting tab > Allow Power BI visualization embedding. Note: Have a… Continue reading How to Enable Power BI dashboards in Dynamics 365 CE

How to Change User Session Timeout Settings in Dynamics 365 CE

Here is next blog on “How to Change User Session Timeout Settings in Dynamics 365 CE.” In Microsoft Dynamics 365 CE, by default timeout for a user’s session is set to 24 hours which means user is not required to re-enter their login details for up to 24 hours. Now as per our requirements, we… Continue reading How to Change User Session Timeout Settings in Dynamics 365 CE

How to enable Plugin Trace logs in Dynamics 365 CE

Here is next blog on how to How to enable Plugin Trace logs in Dynamics 365 CE. The following steps we must follow in order to enable Plugin Trace Log in Dynamics 365 CE. Navigate to Settings -> Administrator. Click on the “System Settings” in Administration page. Click on the “System Settings” and navigate to… Continue reading How to enable Plugin Trace logs in Dynamics 365 CE

How to enable Auditing in Microsoft Dynamics 365 CE.

Here is next blog on how to How to enable auditing in Microsoft Dynamics 365 CE. Auditing can be useful if you want to track changes to an entity or field, or several entities or several fields. Since auditing can affect system performance, we usually recommend you enable auditing for only the specific entities required. The… Continue reading How to enable Auditing in Microsoft Dynamics 365 CE.

Add ready-to-use business processes in Dynamics 365 CE for common scenarios

Dynamics 365 CE has several ready-to-use business processes for common sales, service, and marketing scenarios – to help you ensure that staff follow consistent steps every time they work with customers. Before you can use these processes, you need to add them to the system. The following table shows a list of ready-to-use business processes… Continue reading Add ready-to-use business processes in Dynamics 365 CE for common scenarios

How to enable Image for an entity in Dynamics 365 CE

Recently, I got a requirement for uploading the contractor image (pictures of contractors) to a Contactor (Custom entity).  Some OOB entities like Accounts and Contacts come with this feature enabled, but what about for other entities or custom entities? This blog will show you how to enable image for the custom entities in Dynamics 365… Continue reading How to enable Image for an entity in Dynamics 365 CE