The "Monitor Performance for Cloud and Desktop Flows" feature, released in Microsoft Wave 2 2024, introduces several powerful capabilities for enhanced automation oversight: Unified Dashboard: Access a single, consolidated view to monitor and analyze the performance of your automation workflows across both cloud and desktop environments. Trend Analysis: Identify top trends in your automation assets,... Continue Reading →
Automated Project Task Notes in D365 Project Operations
Project Task Notes: In Dynamics 365 Project Operations, Project Task Notes provide a streamlined way to capture and track important details and updates related to project tasks. These notes can include discussions, decisions, or any relevant information that stakeholders need to be aware of. They enhance collaboration and transparency by keeping all project-related communications centralized... Continue Reading →
Custom Price List for Quote using Cloud Flow
In our latest blog post, we dive into the power of Cloud Flow in Dynamics Project Operation, specifically focusing on creating custom price lists for quotes. Discover how this innovative feature enables you to tailor pricing options to meet the unique needs of your projects. Learn step-by-step how to leverage Cloud Flow to automate and... Continue Reading →
Expand Calendar Control in Cloud Flow using Custom API
Problem Statement: To utilize the Expand Calendar feature in Cloud Flow, it's necessary to invoke the Dynamics API. However, this entails exposing the Client ID and Secret, which raises security concerns. To avoid this, a more secure alternative is to use a Custom API. Solution: Scenario: In this scenario, I am trying to retrieve Total... Continue Reading →