Validation on D365 and Key Points to be Identified/Noted in D365

Whenever Business Unit Created Automatically Teams will created

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String field number validation can be done OOB functionality

000-00-0000

go to field control and formatting

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Parent Business Unit cannot change directly

first need to export excel change then name in excel and report import the excel file using (Settings->Data Management->Import)

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While creating an entity owner will not change like "user or team" / "organization"

if we are creating as Owner = organization then we cannot see share, Assign in Security Role

then if we are creating as Owner = User or Team then we can see share, Assign in Security Role

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Two Type of Dashboard

1. Default 2. Interactive Dashboards

In Dynamics 365, there are 2 types of Interactive Experience dashboards:

Single-Stream Dashboards, which support single “streams”

Multi-Stream Dashboards, which support multiple “streams”

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calculated field not showing in PAF

Without Required field we cannot save the PAF

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Field lock or read only will not possible to update/create using Workflow out of the box

first we need to unlock/enable update workflow and change back to read only or Lock.

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how to associate and dissociate the record in d365 using power automate flow?

By using related and Unrelated in Flow.

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power bi= filter ,query editor

AI busider = low code/no code across application, build a feature that detects images

apycrm