June 8, 2020

Field Service – How to book multiple resources with a work order

I had this scenario where I wanted to be able to book a technican to a work order. But not only did I want to book the technican, I also wanted to book a truck for the work order. So both the technican and truck are bookable resources. How can I set this up in a smooth way? Enter requirement groups to the rescue! Requirement groups let you define wich resources should be booked together.

May 22, 2020

Dynamics 365 – Custom Dialogs in UCI – Part 4

Note: this is an unsupported customization and may be subject to changes by Microsoft. So I wanted to recreate the convert email to opportunity functionality and started to search online for any solutions. That is where I stumbled upon Guidinger’s and Capek’s fantastic posts on how you can create custom dialogs. So I experimented a bit with this and here I will share my own experiences. How to find CRM’s OOB-dialogs I didn’t want to recreate the entire form-xml dialog from scratch, so I tried to find a way to fetch the OOB-dialogs in dynamics.