My first ever #365Saturday session in Dubai | 13th Apr 2019

Evidently as people who know me in person could tell, I was thrilled to be a part of #365Saturday event in Dubai 2019.

First and foremost, thanks to Raz Dynamics for putting this forward on a massive scale. The most prominent vibe of the event was the enthusiasm guests and speakers had at the event.

It being my first ever #365Saturday event, I was presenting on Dynamics 365 Project Service Automation (PSA). I had a full audience having interesting questions on real business scenarios on PSA and how some customers have implemented the module.

My session covered aspects of PSA like the Sales Cycle (Opportunity -> Quote -> Order), Project Management, Resource Management, Time & Expense entires, Invoice and finally, Reporting.

A special experience of the event was that I got to meet brilliant minds in the industry such as Wael HamzeDaniel LaskewitzAndrew WelchHichem ChekebkebNarayan Solanki.

There’s always so much to learn and take back from these events and by meeting torchbearers of the Dynamics community.

Looking forward for more of it! 🙂

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Geo Coding addresses in D365 v9.1 with Unified Interface

Very straight-forward and useful feature is Geo Coding addresses on Sales, PSA & Field Service entities. Like, on Account, Work Order etc. entity. Let’s take an example of Account in this article.

button

Enable Geo Coding

Geo Coding first, needs to be enabled in D365. If you try to access the Geo Coding feature, you’ll be treated with this error –

error

So, let’s do the following –

  1. Navigate to the Resource Scheduling app –
    resScheduling
  2. If you are in the Unified Interface, make sure you switch the Area to Settings and then select Administration
    settingsSwitch
  3. Then, Scheduling Parameters
    schedulingParameters
  4. In Resource Scheduling, flick the Connect To Maps to Yes, read the warning specified and confirm if you are ok
    connect.png
    warning
    That’s it.

Using Geo Code

  1. Once enabled, you can click on the Geo Code ribbon button on the Account record.
    button
  2. And, it will pick the address you entered and show the Latitude and Longitude for the same. You can simply click OK once the details look correct to you
    latLong
  3. The same will show on the fields on the Account entity
    actualFields

Hope this helps!