- August 25, 2020
- In Dynamics 365, Dynamics 365 Sales
BLOG
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QuickBooks: Generate Access Token using refresh Token
Introduction In this blog, we are going to see the way to generate Quick Books access token using refresh token. To generate access token, we need to have the below Quick Books values: Refresh Token – As per the Quick Book documentation this token expires after 101 days. Access Token – This token expires after […]
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- August 21, 2020
- In Dynamics 365, Dynamics 365 Field Service, Dynamics 365 Sales
Simplify Agreement Booking Recurrence With One Click
Introduction In Field Service, you can create work orders automatically by using agreements and the interval in which the work orders are created can be set up by using booking recurrence from the agreement booking setup, but this might be confusing and time consuming for clients/users, so in this blog we will see how you […]
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- August 19, 2020
- In Dynamics 365, Power BI
Power BI July 2020 Update – Gradient Legend
Introduction Sometimes, when you conditionally format data colors on a visual it can be hard for report viewers to know on what basis the data is formatted. With July 2020 update, you can now include a legend for data colors that have been conditionally formatted by color scale. This legend can help clarify the meaning […]
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- August 18, 2020
- In Dynamics 365, Dynamics 365 Sales, Power Automate
Run as Option in Power Automate
Introduction In this blog, we are going to explorer the “Run As” option of power automate as highlighted below: This option allows to execute the Power Automate under the Selected option of “Run as” property. Run as Option Details Below are the details about the options available in “Run as” property. Process Owner: The flow […]
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- August 14, 2020
- In Dynamics 365, Dynamics 365 Sales
How to migrate Closed (Won or Lost) Opportunities?
Introduction In this blog I have explained how to migrate historical Closed (Won or Lost) Opportunities. Solution We will use comma separated (CSV) file as import file. Here are some important things you need to consider: Get your import file ready: Make sure your data is as complete and accurate when you create the import […]
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