365 Wisdom Blogs

Dynamics 365 Gamification - Doing justice while calculating game points as per value. No flat points for everyone irrespective of value. While working on a customer requirement for Microsoft Dynamics 365 Gamification, a challenge came for calculating score which looks like a short coming which needed to be fulfilled with some work around to do the justice. A game was setup where employees were given 5 point for each won opportunity. Due to the said requirement everybody was getting 5 point irrespective of the volume of the opportunity closure amount. Few employees raised their concerns that I have won major and big opportunity but still the points are same as a person who just sold 1 license/unit of a product which is a injustice. I would like to share the solution which I could find out in scenario to keep everyone motivated and run a healthy competition. We decided to run 2 games. One for small amount e.g. less than INR 20000.00(2 points for each won opportunity) a...

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...

Lazy Approvals for Dynamics 365 using Microsoft Flow I got a business requirement in Dynamics 365, where if  Opportunity discount % is greater than equal to 5, send an email to defined approver and get it approved on email only. This is to pace up the approval process without asking managers or Sr. Leaders to login to system.  This was not possible earlier in Dynamics 365 however I have seen it happening in SharePoint using Nintex workflows. This is now possible using Approvals in Microsoft Flow. Following is the solution and approach with pre-requisites.       I had setup of the following environments with licenses appropriately. a.         Microsoft Dynamics 365 b.         Microsoft Flow c.         Microsoft Outlook – exchange license Approach   : Create following fields on Opportunity. i.  Discount ...

How to Setup Entity on  Dynamics365 Customer Service  Portal and Provide Portal Access to a Contact from portal? There was a requirement where Account’s Primary Contact (Company Admin) can create Contacts (Employees) from portal. Company Admin can grant access to the employee. Employee can take actions as per the roles assigned (Configured while granting access though workflow) after having access to portal. Company Admin can revoke the access if needed. So Let’s see the first part of the requirement on  How I setup the portal so that Employee can be created from the Portal? Following are the steps taken to implement this requirement: Create Employee from Dynamics365 Customer Service Portal: Create Employee Entity List on Contact Entity in CRM (Login > Portals > Entity List) as per the snapshot below. Create an Employees Webpage which will show the list of the records (with the views configured on Entity list page. ·     ...

Continuous Integration (Build automation) for salesforce.com using GitHub repository: Step by Step by Jenkins Setup I did a small POC for Jenkins setup to automate the build deployment (Continuous Integration) of SFDC and GitHub as repository on cloud.  I thought to share my experience. To start with let’s first understand the basics and approach I took to achieve this. Following are the  major components are involved to make it happen. These are not software requirement. Software requirements are defined later in this article. 1.                   Salesforce instance – Source e.g.: Dev Sand Box where the configuration and customization has been done. 2.                   Eclipse with force.com IDE: This used to pull the desired code and components to be deployed at other Salesforce.com in...