by zach | Sep 23, 2021 | HR Management for Dynamics 365, Microsoft Business Applications, Microsoft Power Automate, Microsoft Power Platform
Sharepoint integration with D365 is a common aspect of any implementation. Often, the out of the box structure is not sufficient to meet the business requirements and there may be a need to create a custom folder structure for each entity record created. This can...
by zach | Sep 16, 2021 | Dynamics 365 Project Operations, Microsoft Power Apps, Microsoft Power Platform, Microsoft Power Platform Security
Within CDS and model-driven apps, you have the option to configure entity forms to use role-based security in order to enable or disable access to a form for users based on security roles. When creating custom security roles for use with Project Operations, you will...
by zach | Sep 14, 2021 | Microsoft Business Applications, Microsoft Power Automate, Microsoft Power Platform
Recently, when importing a solution with a Power Automate Flow from a Dev/Test to Production environment I came across a small issue. My Power Automate flow was not being updated to the most recent version included in the new solution. Upon further inspection...
by zach | Jul 28, 2021 | ClickDimensions, Microsoft Business Applications
The ClickDimensions web content editors enable you to make numerous changes such as improving the field layout, font colors, font type, etc. However, if you need more styling options than what is provided OOB you will need to add custom CSS. I have provided some CSS...
by zach | Apr 18, 2021 | Uncategorized
This article will not go into detail about the end-to-end sales process within project operations but will focus mostly on the relationship between quotes and project planning. More specifically, I will explain how an offer is created and linked to a project and then...
