Author: uk365guy

I have been working on new Unified Interface upgrade from web client of Dynamics 365 Customer Engagement..

Client have complained that they are not able to see the “Business Process Flow” on the case form when opened.

As you all know when you are transitioning from web client to New Unified Interface you will need to check your solution with solution checker.

Simple solution is to open the “customer service” app on the app designer and select the Case entity and add the missing “Business Process Flows” to the entity.

similarly if there is any forms missing for particular entity just add them to the related entity then save, validate and publish.. finally “Play” the app from the app designer itself.

I hope this helps.

A very happy new year 2020.

Today i am going to share a tip on how to populate custom entity on the Unified Interface of Dynamics 365.

Suppose you have created a custom entity on web client of Dynamics 365 and published the entity and when you see on the web client it is showing the entity, but when opened the Unified Interface is not.

Resolution: open the Model driven App from the customizations area and add the custom entity over there and publish the entity app.
Dynamics 365 > Settings > Customizations > Model-Driven Apps

once you add the custom entity then save and publish.

Finally add the custom entity to the site map.

Now open the Sales Hub navigate to the section, there you can see the Sample Request entity.

I hope this helps.

As Microsoft is transitioning from Legacy Dynamics 365 Admin Center to the Power Platform Admin Center.

So this morning i am helping one of our customers with setting the new environment(Sandbox).

I have copied Production Environment and set the Sandbox environment with full copy including all customizations and data schemas.

You can refer to the Microsoft Docs from here

Once target environment is successfully configured make sure you disable administrative mode and remove any outlook synchronization with the exchange as only one environment is integrated with outlook to avoid the email and activities being copied on to the both (Production and Sandbox) environment.

So i have tried to open the newly created Sandbox environment and i have noticed only, sales, service, marketing apps installed on to the SANDBOX environment.

Project Service Automation and Field Service Application are missing from the Sandbox Environment.

There is a work around to get the missing application installed on the sandbox environment.

So lets gets started..

Go to the Power Platform Admin Center click here 

https://admin.powerplatform.microsoft.com/environments

Select the Environment effected as below screen shot.

Select the Project Service Automation Application which is not installed and click install.
Accept terms and conditions of Microsoft.

I hope this helps.