D365 Sales-Generate PDF from Word Templates In this video I’ll show you how to enable the out of the box functionality of generating PDF documents from Word Templates in Dynamics
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D365 Forecast Configurations I’m not sure if you have been able to play around with forecasting yet in Dynamics 365 Sales, but if you haven’t, the forecasting feature helps predict
Listing a user’s active Resource Assignments in Project for the web and D365 PSA with Power Automate
A frequent ask from a user assigned to a project is “Which tasks am I assigned to?”. In Project for the web’s (later P4W) and PSA’s terms, this translates to
D365 Business Rules: Recommendations A recommendation is an action that is available in business rules. It allows the system to make a recommendation to the user, based on data entered
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