Creating Custom CSS Styling for ClickDimensions Forms
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...
Dynamics 365 Project Operations – Integrating Project Planning with the Sales Process
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...
Multi-lingual Deployment of HR for Dynamics 365
HR Management for Microsoft Dynamics 365 is one of the most comprehensive Human Resource Management solutions available on the market. It is simple, intuitive, and offers rich functionality across all functions of HR. In a recent implementation, I encountered an issue...
Resource Managers Workflow – Send a Weekly Bookable Resource Planning Email
As a resource manager or project manager it can be a difficult task to keep up with operational resource planning. While Dynamics 365 Project Operations makes some of the tasks involved a bit easier to handle, it doesn’t automate everything. Communicating which...
How to Pass Logged-In User’s GUID to HTML web resource for Navigation Link
At some point you may encounter the need to find out the logged-in users ID and pass dynamically pass it into a URL when clicked. This can be achieved by creating a Web Resource with the following code pasted into it: <html> <head> <meta...
Dynamics 365 Project Operations – Reassign Ownership of Records for Disabled Dynamics 365 Users
Reassigning records when key users leave the organization is an important aspect that should be considered during employee off-boarding. Since such users tend to have some tenure in the organization, they usually own Dynamics Plugins or Workflows making it imperative...