3 technical articles for Dynamics 365 experts
In this month’s newsletter, we’re highlighting our proMX Expert Article series. These articles are written by technical experts for fellow technical experts who work with Microsoft Dynamics 365, Microsoft Power Platform, Microsoft Azure and other Microsoft products. They provide detailed explanations and step-by-step instructions for common scenarios that occur during the implementation of these products. Here, we’ve rounded up our three latest expert articles.
Upgrading PSA to Project Operations vs. New installation of Project Operations
Our first Expert Article touches on a timely topic: the transition from Microsoft Dynamics 365 Project Service Automation (PSA) to Dynamics 365 Project Operations. Those looking to transition from PSA to Project Operations may be deciding between the following options:
Which approach is best for your company? proMX experts Daniel Bach and Anna Kubny explain the differences and give their assessment. Read it here.
Are you ready to upgrade from PSA to Project Operations? proMX can help. Our 3-step migration process ensures a smooth transition. Learn how to get started here.
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Automated data import from Excel to Dynamics 365 using Power Automate and SharePoint
Ensuring a smooth flow of data is crucial for making informed decisions. One common data flow scenario involves importing data from Excel spreadsheets into Microsoft Dynamics 365.?
In this article, Anna Kubny and Stephanie Schenk explore an integration that accelerates the data transfer process while also enhancing accuracy and reducing the risk of manual errors. Read it here.
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Create a dictionary in a Power Automate flow to reduce number of Dataverse queries
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Orchestrating automated workflows, particularly in the context of Dataverse integration, calls for a high level of efficiency. One asset that can help create efficient workflows? Dictionaries.
This article from Stephanie Schenk shows how creating a dictionary in a Power Automate can make the flow more efficient by reducing the number of queries. Read it here.
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BONUS: Customizing Dynamics 365 Sales with JavaScript: Create a new record containing a custom lookup field with Xrm.WebApi.createRecord function
In this article, Stephanie Schenk walks us through the process of customizing Dynamics 365 Sales using JavaScript. Learn how to create a new record containing a custom lookup field using the Xrm.WebApi.createRecord function. Read it here.
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Browse our archive to get more detailed solutions to common scenarios encountered when using Microsoft products.
UPCOMING EVENTS
ColorCloud Hamburg (https://colorcloud.rocks/)
18-19 April| Hamburg, Germany | various speakers
We're one day away from the start of ColorCloud , the most colorful Microsoft Business Applications conference, taking place from April 18- 19 in Hamburg, Germany! Will you be there? If so, be sure to stop by our booth and check out the sessions by Joe G. and Sebastian Sieber .
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