Introduction: The Schedule Board in Dynamics 365 Field Service and Project Operations is an essential tool for efficiently managing resource assignments. Out of the box, users can filter resources by roles, skills, territories, and more. However, unique business requirements may call for custom filtering, such as filtering by Region, Department,…
How to enable the enhanced email template editor in Dynamics 365? To activate the Enhanced Email Template editor for your App/Environment, follow these steps: Begin by creating a new solution or opening an existing one. Then, navigate to "Add existing" and select "Setting." Within the settings, find and enable…
How to open forms as popup dialog in D365? Introduction Sometimes, clients want to edit or create new record without living current page. To create new record, we can use Quick Create form. But when we open existing record, then it will leave current page and opens a form page.…
How to change main form of an entity conditionally using JavaScript? Introduction Sometimes we need to hide or show some fields on the form according to a field value or a condition. We can do it using business rule. but when we want to hide or show large number of…