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Dynamics 365 Project Operations Articles

Dive into the world of project management with our curated collection of blogs focusing on Microsoft Dynamics 365 Project Service Automation. Stay informed about the latest trends, best practices, and expert insights to streamline your project workflows and maximize efficiency.

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Stylecop for Dynamics CRM
Article

Stylecop for Dynamics CRM

StyleCop is a static code analysis tool from Microsoft that checks C# code for conformance to StyleCop’s recommended coding styles and M...

Invent CRM 7 years ago 2
Email Signature in D365
Article

Email Signature in D365

Here is a quick tip and steps for creating email signature and use it. Steps to create a email signature Goto Settings > Templates > E...

Invent CRM 7 years ago 36
T#4 Adding EntityImage to D365 portal
Article

T#4 Adding EntityImage to D365 portal

Is it possible to access in a simple way, any Dynamics 365 EntityImage? Is it possible to show the requested image from within the...

Dynamics 365 - Technical Functional Tips 7 years ago 8
Dynamics 365 Solutions History Feature
Article

Dynamics 365 Solutions History Feature

On newer updates to D365 are bringing out vital features which were much needed in Dynamics 365 are finally rolling out. New feature is Soluti...

Invent CRM 7 years ago 8
T#3: Dynamics 365 App for Outlook Filters
Article

T#3: Dynamics 365 App for Outlook Filters

Is it true that we can personalize the Dynamics 365 App for Outlook with a Custom Sitemap? What is the main point that could "Break" the...

Dynamics 365 - Technical Functional Tips 7 years ago 2
Best Practices for Dynamics CRM Plugins
Article

Best Practices for Dynamics CRM Plugins

I like to share Dynamics CRM plugin best practice. For improved performance, Microsoft Dynamics 365 caches plug-in instances. The plug-in’s Ex...

Invent CRM 7 years ago 24
T#2: Email customized weekly Report
Article

T#2: Email customized weekly Report

Client: I need a weekly email report per opened opportunity, each emailed to the deal's owner on Fridays at 10am. Dynamics Consultant:...

Dynamics 365 - Technical Functional Tips 7 years ago 3
Article

F#4 CRM Audit v9

Did you know? Dynamics 365 newly allows to TRACK (Audit) the below actions in order to be more GDPR compliant: Entering a CRM record....

Dynamics 365 - Technical Functional Tips 7 years ago 3

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