365 Wisdom Blogs

Hi All, I am back again to share one of my experience and learning which I got after putting significant time to get to resolution. Problem Statement: Contact Information section/tab was missing and was not showing when a contact record was accessed. It was available in design mode only. Resolution: I found that Map section was placed inside the Information section of Contact which is usually placed under a different section itself and Map was disabled from System Setting. Because Map was disabled, not to show up on form, it was not showing whole section itself. I created a new section placed the map in that separate section, which resolved my issue. I hope this would help someone where. Cheers, Javed N. Jamali

I had an interesting requirement recently where if a Project in created in Microsoft Dynamics 365 – Project Service Automation module, a document should be created in SharePoint and all the document templates needed to be produced / executed during a project life cycle. I have gone through multiple approaches to achieve this as below: Create a folder in SharePoint via Plugin when Project record is created and then copy the templates from Dynamics 365 Templates (Available under Setting > Templates in Dynamics 365) using Plugin. Create a folder in SharePoint via Plugin when Project record is created. Store the template in library, in SharePoint and write a SharePoint Designer workflow to copy the document templates from Templates folder to the newly created Project document. Plugin approach was complicated and wanted to avoid it due to different reasons. SharePoint Designer workflow doesn’t support to copy files into a dynamically created folder. If you know th...