Skip to content
  • About Me
  • Dynamics 365
  • BA Bytes
  • LinkedIn

Kamaldeep Singh

All About the World, D365 World !!!

  • About Me
  • Dynamics 365
  • BA Bytes
  • LinkedIn

Recent Articles

Festival of Business Analysis

Email Signature – 2021 release wave 1 of Microsoft Dynamics 365

Power Virtual Agents – Chat Bot

Add Reference PANE on forms

Remove “Related” Tab from Entity Forms

Dynamics 365 Setting in #powerapps

Artificial Intelligence (AI) – Microsoft Dynamics 365

Formatting of Activities Tab/ Social Pane

How to Manage Queue Items (Delete Queue Items)?

Quick Tip – A parent Case can have maximum of 100 child cases

Friday, February 03, 2023

Tag: Dynamics 365

Dynamics 365 Power Apps

Email Signature – 2021 release wave 1 of Microsoft Dynamics 365

Kamaldeep Singh 03/02/2021

Email Signature in Microsoft Dynamics 365 Model apps (old Microsoft CRM) has been lot talked about, especially for those users who use Dynamics 365 on day to day basis and … Read More

2021 release wave 1Dynamics 365Email signaturenew features Comment on Email Signature – 2021 release wave 1 of Microsoft Dynamics 365
Configuration Dynamics 365 User Experience

Add Reference PANE on forms

Kamaldeep Singh 07/10/2020

User Experience (UX) is the key for any software implementation success especially CRM. Users are generally reluctant for change; however, a great user experience can really bring down their worry … Read More

Dynamics 365Microsoft CRMMS CRMUser Experience Comment on Add Reference PANE on forms
Configuration Dynamics 365 Microsoft CRM

Remove “Related” Tab from Entity Forms

Kamaldeep Singh 30/09/2020

So, you have customized the entity and added couple of relationships and updated the form (Taking example of contact form) to show the right set of fields and sub-grids as … Read More

configurationDynamics 365 Comment on Remove “Related” Tab from Entity Forms
Dynamics 365

Artificial Intelligence (AI) – Microsoft Dynamics 365

Kamaldeep Singh 13/09/2019

April 2019, Dynamics 365 AI was made available to General Public. Overall AI is one of the most talked about topic and all the major companies are investing Time, Effort … Read More

AIArtificial IntelligenceDynamics 365Next best action Comment on Artificial Intelligence (AI) – Microsoft Dynamics 365
How to Manage Queue Items (Delete Queue Items)?
Dynamics 365 Microsoft CRM Queue

How to Manage Queue Items (Delete Queue Items)?

Kamaldeep Singh 04/03/2019

Option 1: Managing of queue items looks a very easy job. Users can click on the “Remove” button on the Queue grid. This would unlink the reference of the queue … Read More

Dynamics 365QueueQueue ItemSecuritySecurity Role Comment on How to Manage Queue Items (Delete Queue Items)?
Dynamics 365 Microsoft CRM Quick Tip

Quick Tip – A parent Case can have maximum of 100 child cases

Kamaldeep Singh 20/02/2019

A review of some basics always help. Do you know a parent case (Parent – Child case relationship – OOTB) can have maximum of 100 child cases 1. If you … Read More

Dynamics 365Microsoft CRMQuick Tip Comment on Quick Tip – A parent Case can have maximum of 100 child cases
Dynamics 365 Microsoft CRM

SLA – Change SLA due time as End of day (or End of Business Hours)

Kamaldeep Singh 06/02/2019

In general, when the SLA is defined and incorporated in CRM, we take care of working business hours and holiday calendar and define the Failure and the warning duration for … Read More

Dynamics 365Microsoft CRMSLASLA KPI Instance Comment on SLA – Change SLA due time as End of day (or End of Business Hours)
Dynamics 365 General Stuff Microsoft CRM

Setup / Refreshing CRM Sandbox Environment

Kamaldeep Singh 26/06/2018

Setup / Refreshing CRM Sandbox Environment is pretty easy enough. Often at time, we miss out basic steps. Below article will show how to setup or refresh CRM Sandbox Environment. … Read More

Dynamics 365productionsandbox Comment on Setup / Refreshing CRM Sandbox Environment
Dynamics 365 Microsoft CRM

Which Platform to choose ?

Kamaldeep Singh 29/05/2018

Microsoft CRM has the ability to run on various platforms, be in Windows, iOS, Android, etc. At times, it becomes little difficult and technical to understand what is the right … Read More

CRM Tablet ClientDynamics 365Function matrixMicrosoft CRMPlatformsUSD Comment on Which Platform to choose ?
Restrict Advanced Find functionality for End Business Users
Dynamics 365

Restrict Advanced Find functionality for End Business Users

Kamaldeep Singh 08/05/2018

Issue: Product Owners often highlight that they would want the restrict the Advanced Find Functionality to all business end users. While we can control which fields can be allowed as … Read More

advance findDynamics 365Microsoft CRMSearch 1 Comment on Restrict Advanced Find functionality for End Business Users

Tags

2021 release wave 1 advance find AI Artificial Intelligence Chatbot configuration CRM Tablet Client Dyanmics 365 Dynamics 365 Email signature Function matrix Global search Microsoft CRM MS CRM new features Next best action Platforms Power Apps Power Platform PowerVA production PVA Queue Queue Item Quick Tip sandbox Search Security Security Role SLA SLA KPI Instance USD User Experience Virtual Agent

Recent Posts

  • Festival of Business Analysis
  • Email Signature – 2021 release wave 1 of Microsoft Dynamics 365
  • Power Virtual Agents – Chat Bot
  • Add Reference PANE on forms
  • Remove “Related” Tab from Entity Forms

Archives

  • July 2021
  • February 2021
  • October 2020
  • September 2020
  • February 2020
  • September 2019
  • May 2019
  • March 2019
  • February 2019
  • October 2018
  • June 2018
  • May 2018

Meta

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org
Proudly powered by WordPress | Theme: TimesNews | By ThemeSpiral.com.