Explore new options of ‘Copy link’ and ‘Manage Access’ to share individual CRM records in a jiffy!
In this blog, we are engaging with two new options introduced within Microsoft Dynamics 365 CRM, “Copy Link” and “Manage Access“. Before these options were introduced, we needed to manually copy the link and share it with the required CRM user. Similarly, to give access to a particular CRM record, we needed to share that particular record with a CRM user who had the minimum basic user-level privilege. Now, with...
Configuring custom views for Inboxes through Agent Experience Profile within Dynamics 365 CRM
In the recent rollout of wave 2 this year, Microsoft has come up with various enhancements and features as a continuous value addition to the business of Dynamics 365 across the globe. There are times when the system administrator preferably looks for a way to come up with something which could let him setup configurable views for the inboxes and assign them to the customer service agents to be able to potentially make these...
How to configure Power Apps assets within Power Apps
While working with Dynamics 365 CRM, there can arise a situation where you’re stuck somewhere, and it seems impossible to troubleshoot the situation. Well, Microsoft came up with a provision that takes help from AI to help in these cases; but in some niche cases, the bots usually fail to find the correct answers for you. To overcome this situation, say hello to the Advisors feature introduced by Microsoft. As the name suggests,...
Segmentation in Real-Time Marketing within Microsoft Dynamics 365 Marketing
In this blog, we will see one of the features introduced in Dynamics 365 Marketing. Creating segments is a key aspect of improving marketing return on investment. The logic builder in Dynamics 365 makes it easier to create segments right within the real-time marketing area. This easy-to-use feature does not require any specified knowledge of data structures and logical operators. Segments are collected contacts that you target with a...
Set Timezone format field based on Account Location in Microsoft Dynamics 365
In Dynamics 365, we have the flexibility to store data of a variety of types such as text, number, lookups, options, etc. Time Zone is a type of format for Whole Number, which allows the user to store the Time zone information of a particular record in CRM. The screenshot below explains the same In this blog, we will consider a business requirement where we have to set the Time Zone field value on an Account based on the Latitude and...
Smart Email Validation for Effective Lead Management within Microsoft Dynamics 365
In a previous blog, we had engaged in understanding duplicate lead detection which helps organizations with the cleaning up of data. Recently, Microsoft announced one more powerful feature called email validation with the help of which a user trying to enter an invalid email id will not be allowed to do so within Dynamics 365. To enhance the sales processes, email is very useful for communicating with prospects. With an invalid email...
Sharing of Dynamics Records through search in Microsoft Teams
In this blog, we will see how to share Dynamics records through ‘search’ in Microsoft Teams. Earlier, Microsoft Dynamics 365 supported enhanced collaboration with Microsoft Teams, You may refer to the blog to know how the collaboration between Microsoft Teams and Dynamics 365 happens. You can also refer to another blog to know how to Share and Update Dynamics 365 CRM records with Microsoft Teams. To continue with our topic of the day,...
Advanced Edit filter criteria “Under” and “Not Under” for Field Services within Dynamics 365 CRM
Microsoft Dynamics 365 provides various settings to be configured as per the different business requirements within Microsoft Dynamics 365, which gives a better User interface along with various configuration settings. In this blog, we will look into the Advanced Find filter criteria, which allows us a simple way to easily filter that data using Edit filters, “Under” and “Not Under.” Let’s do a walkthrough with the steps to achieve...
Microsoft Teams Rule-Based Suggested contacts in Dynamics 365 CE
Effective collaboration is the magic key to success for many businesses. Collaboration within the organization always helps people to collaborate and interact with each other seamlessly. As we all are aware, Microsoft Teams is a great inbuilt platform available where you can chat within the Dynamics 365 CRM and link those team chats back to corresponding CRM records. Recently when I was exploring the Microsoft Teams feature I came...
How to use FirstN(), LastN(), and Index() functions In Canvas Apps (Power Fx) on Power Platform
Introduction In today’s blog, we will explore how to implement FirstN(), LastN(), and Index() functions for filtering records of the Data Table in the Canvas App. We had a client requirement where we needed to find out the top three highest Annual Revenue customers and bottom three lowest Annual Revenue customers for boosting their business. To achieve the above requirement, we used Canvas App. Please find the below steps that we used...
Enhanced Timeline View within Dynamics 365
Now we can customize the timeline with some more additional features added in the 2022 wave 2 release, so let’s see how can we configure and use these new features:- Profile Picture: Now you can manage the setting for whether to show or hide the user profile picture on the timeline view. On selecting Always hide, the profile picture will not display on the timeline and it will look like the below: Set the sensitivity value to...
Enhanced Trend and Flow Chart in Sales Forecasting within Dynamics 365 CRM
Efficient sales processes are key for any successful business. The Predictive forecasting feature which is available in Microsoft Dynamics 365 Sales Insights, enables proactive decision-making for any aspect of the sales process. Recently when I was exploring Predictive forecasting I came across the new setup available for configuring the Trend and Flow chart. In the previous blog, we have already seen how to enable the Trend chart...
Parsing JSON string into a JSON object using ParseJSON() function in Canvas App within Power Platform
A few months ago we published one of our blogs to parse the JSON string using regular expression. As per the blog, to parse the JSON string into JSON object we have to format the JSON string into regular expression format as shown below: “{“”id””:””(?<id>[^””])””,””name””:””(?<name>[^””])” Now, we...
New Function Expressions in Power Automate Flow
Introduction Power Automate has been a game changer and a welcomed addition to the suite of tools available for Dynamics 365. This low-code tool has eased the lives of citizen developers and users, who can build and achieve their requirements themselves by simply creating a Power Automate Flow. However, there are still a few functionalities to achieve where there’s a need to write complex logic, and with the recent feature...
Advanced Schedule Board Customizations in Dynamics 365 Field Service
In our previous blog, we looked into basic configurations for extending the Schedule Board functionalities by adding various types of Controls within the Filter Panel, which filters the Bookable Resources based on the filter conditions. There can be various complex scenarios where we have to customize the Dynamics 365 Field Service Schedule board, in this blog we can go through the configuration of the Schedule Board for complex link...
Use of isPropertyLoading property in PCF Control
Recently, while diving deep into the newly introduced virtual PCF component, I faced an issue where the PCF control wasn’t loading the data on the 1st load of the page. Let’s have a look at the issue first. As seen in the below screenshot, I have added our PCF control on the First Name field. Kindly refer to this blog to have a look at it as well. Here you can see that the contact does have a first name, but isn’t being rendered in...
Steps to use OnOutputChange (Client API reference)
Microsoft recently introduced us to a new set of event handlers, which can be used to register or deregister a function when an output parameter of a PCF control is changed. By using the OnOutputChange method, seamless communication between PCF control & Client API can be established. It is quite interesting to know that this works with standard as well as a virtual component. More on a virtual component can be checked here. Let’s...
New Mobile “Offline-First” Setup within PowerApps
In the last blog, we saw How to enable model-driven apps for offline use. Refer to the following link to enable the model-driven app for offline use. After enabling the app for offline use, the following pop-up gets displayed on the screen. The user is prompted to download the offline data as shown in the following screenshot. However, users also have an option to skip downloading data due to which the offline experience was not...
Utilizing the Swarming feature in Teams (PREVIEW) for intelligent collaboration within Dynamics 365
Microsoft is continuously working on the Dynamics 365 feature which leverages the advantage of integration with Teams. In this blog, we will explore one such feature inside the D365 customer service named “Customer support swarming (preview)”. Note that this feature is still in PREVIEW mode. Need: To sustain any business in the long run “Customer Service” plays an important role. You can earn or lose customers for life depending upon...
How to add and subtract date using subtractFromTime() and addToTime() functions within Power Automate
In this blog, we will check how we can add and subtract an ‘x’ time unit such as second, minute, hour, day, week, month, and year into and from the existing date. Problem: We have a client requirement in which, they want to calculate the next follow-up date for the current customer. This operation is performed when a new Customer (Account) is to be added to CRM and customer details are to be updated in the CRM. Solution: To achieve...
How to overcome the issue of ‘clear fields value’ of Bulk Update command in Resco Mobile App
Resco Woodford has introduced a new feature in the latest release i.e., the Bulk Update option on the view which allows us to select multiple records and to perform Bulk Edit from the mobile app as well. Note: This feature is available in version 15.1 or later of the Woodford and Resco Mobile CRM App. Additionally “Field Service Mobile – Xamarin” is no longer available, so using the Resco Mobile CRM App, will require an...
‘Setting’ as a solution component in Power Apps
Introduction In this blog, we have explained the Setting component of a solution and how to configure or edit the settings using the same. Earlier, this feature was not present in Power Apps, but it has been made available in the 2021 Wave 1 release. The setting component allows administrators or customizers to enable or disable any of the available features. Let us see how to set up the same. Setup Application administrators or...
Execute Custom actions using sales insight cards (assistant V3) in D365 CE
Dynamics 365 Sales comes with a pre-defined set of Insight cards. These cards are divided into many categories. You can find more details with this doc. In addition to the pre-defined Insight cards, administrators can create custom insights cards using Power Automate FLOW if existing pre-defined cards don’t suit their requirements. Insight cards will help users to keep up to date with their work in Dynamics 365 Sales, letting us know...
Use Pre-Defined Dynamic text to personalize content in Real-Time Marketing
In this blog, we will see one of the features introduced in D365 Marketing. Marketing campaigns that include personalized messages can help achieve higher engagement rates. With a simple list of the most commonly used dynamic text, anyone can now personalize their content. Dynamic text (also known as a placeholder) automatically replaces the recipient’s details when the message is sent. Also, the team can share and create dynamic text...
How to keep track of linked chats and activities of Microsoft Teams in Dynamics 365
In this blog, we will see how to track the linked chat in the Dynamics 365 record’s timeline. Earlier Dynamics 365 supports enhanced collaboration with Microsoft Teams, refer to the blog to know how to collaborate with Microsoft Teams with Dynamics 365. Also, refer blog1 to know how to Share and Update Dynamics 365 CRM records with Microsoft Teams. The main purpose of this feature is to keep a track of activities and Microsoft Teams...
Sales Forecasting-Increase Accuracy with AI Predictive Forecasting
While working on Sales Forecasting, I came across one interesting feature which is Predictive Forecasting. As, it’s almost impossible for humans to know and predict the future result, even after making a lot of efforts to convert most of the opportunities into successful Sales. So, now with the help of these advanced AI technologies, sales can help us forecast sales more actively and accurately. As forecasting implies the...
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Schedule Board Extensibility in Microsoft Dynamics 365 Field Service
The Dynamics 365 Schedule Board provides an ability to view resources and schedule/book them for particular Work Items. As per the business scenarios, the preferences for the dispatcher differ in the real-world scenarios, and Field Service within Dynamics 365 allows us to be flexible and customize the Schedule Board as per the business need. Dynamics 365 Field Service Schedule board now has a new and improved User Experience, which...
Auto Update Applications on Power Platform
App Auto Update is a new feature in public preview that allows automatic updates of applications. Those applications are installed through Microsoft AppSource. If the applications are installed manually within CRM then those publishers will not be shown in the Publisher list. This feature helps both publishers and customers to keep the applications up-to-date in a simple way. Let’s see how to enable Auto Update Setting in the Power...
Adding the Power Fx Formula column (PREVIEW) into Dataverse
Recently when I was adding the new column in Microsoft Dataverse from the PREVIEW maker portal (https://make.preview.powerapps.com/) I was amazed by looking at the new option in the Datatype available named “Formula”. In this blog, we will focus on the introduction and related use cases where this “Formula” datatype can be useful. Formula Column Features: Formula columns use the Power Fx syntax similar to Office Excel. Power Fx is the...
Bulk Update records in Resco Mobile App within Dynamics 365/CRM and more!
Resco Woodford has introduced a new feature in the latest release i.e., the Bulk Update option on view. This feature is available in the latest version on Woodford i.e., 15.1. Till now there was no functionality to update multiple records in a single click same as a web client. Now this “Bulk Update” feature shall allow us to select multiple records on view and to perform bulk update operations from the mobile app as well. Let’s...
Usability enhancements to grids in Model-Driven Apps
In the new Microsoft Dynamics 365 2022 release wave 2, the “Prevent slow keyword filter or quick find terms on view pages” feature has been introduced that allows or restricts the user while searching for the table records using slow keywords filters in the grid view. Let’s explore! When a Dataverse search is enabled, invalid queries like the searches that begin with an asterisk are blocked. To enable the same, users can turn on...
Modify and delete multi-table lookups within Dynamics 365 CRM
In our previous blog, we looked at “how to create a lookup field with multiple tables”, where we created the Distributor lookup with Account, Contact and Lead tables on the custom table Retailer. In this blog, we will see how to add or remove tables from an existing multi-table lookup. For which we shall add the Appointment table and remove the Contact table from the Distributor lookup. Scenarios: Add a table to a multi-table lookup....
Performance Insights (Preview) in Model-Driven Apps
Introduction As we all know, the performance of applications is very crucial since the ultimate aim of all customers is to get quick results. That is why many developers struggle to fix the performance issues. But now, Microsoft has made it easier to find and fix the performance issues with the help of Performance Insights tool in Model-Driven apps. As of now, this is introduced in Model-Driven app only and it is in PREVIEW. So let’s...
Multi-Select Option field in Dynamics 365 V9.2 using Power Automate
Introduction With every release of Dynamics 365, Microsoft introduces a wide variety of features. Some of which open new doors of opportunity whereas some help in overcoming existing limitations. Introduction of Multi-Select Option Set was kind of both. However, as a customizer, we still face a few roadblocks when it comes to dealing with any Multi-Select Option Set field. However, recently while working on a requirement, we were able...
Use of Enable Managed Environments(Preview) feature in Power Platform
Introduction In this blog, we will see one of the preview features of Dynamics 365 CRM – Enable Managed Environments. With this feature, admins can enable, disable or edit environments in the Power Platform admin center. With a managed environment, admin can take control of the Power platform at scale, with less effort, and with more insight regardless of the type of the environment. All apps and flows in the Managed environment...
Format input values into different user input formats using Formatting API in PCF Control
Introduction In the previous blog, we have explained the Formatting API of PCF Control where we used the Formatting API to format the input values. Earlier, we used different Formatting API methods to format the number and date values. In this blog, we will introduce a new Formatting API method (formatUserInput) that formats the given input values in different user input formats. In the below example, we have set the user settings as...
Track canvas app error in Power app monitor
Canvas App is a no-code/low-code business app where you can design the app by dragging and dropping elements onto a canvas. To build a mobile app in Dynamics 365, Canvas App is a good option. It is primarily used to build mobile apps and also has many other functionalities. Suppose we have a requirement to create an app for sales reps to submit product information to Dynamics 365. We develop a canvas app and it’s working fine,...
Manually Map a Contact in Power Automate
Introduction: Service Provider companies manage cases to provide support or service to customers with resolution to the incident reported by the customer. With the help of automatic record creation and update rules, external source data can be captured to create Dataverse records which help to reduce manual efforts and improve the efficiency of service. For example, with incoming emails, a case record can be created automatically....
Create emails in CRM quickly by using enhanced reusable content blocks
Introduction In this blog, we will see one of the preview features introduced in Dynamics 365 Marketing. New content fragment allows you to quickly assemble beautiful mails with just a few clicks. These new content fragments can include layout, advanced elements, and personalization that anyone can use. A content block is a piece of content that you can insert into an Email. They can contain Text, Images, Link, Buttons, dynamics text,...
How to generate a random number using Rand() and RandBetween() function in Canvas App
Introduction In this blog, we will learn how we can create one random color in RGBA format by generating random numbers. Problem: We have a Canvas App, where we have created one Display Form. Here, we have displayed the list of categories of All Accounts in the color-coded format as shown in the below screenshot. In the below screen we want categories of all Accounts to be shown in color-coded format, so it is necessary to display all...
How to monitor the performance of an organization by using a Diagnostic tool
Introduction Recently, we faced performance issues in our organization as it became slow. Hence, we wanted something to monitor the performance of our organization so that we can take further steps to improve it. It was then that we found a Diagnostic tool provided by Dynamics 365 CRM which generates a report and displays latency with other performance attributes of an organization. In this blog, we will see how to monitor the...
Use of Process insights (Preview) feature for monitoring/analysing Power Automate Flow
Introduction Recently, many enhancements were introduced under Power Platform for creating Power Automate Flow. And “Process Advisor” is one such enhancement. In our previous blog, you have already explored the way to create Process Advisor. While creating Process Advisor, there was a requirement to add some recordings to it as recordings are a way to train the Process Advisor to recommend us with the connectors and actions while...
Deep Dive into the Creator Kit for Canvas Apps
Introduction Developers in today’s generation are moving fast with their development and to further help them with their pace for designing custom components for Canvas Apps, Microsoft has introduced a kit that includes all the essential components. This kit is nothing but a managed solution named Creator Kit. Now, the developers will not be required to build each component and there is no need to worry about their nature as they are...
Exploring sales usage reporting feature in Dynamics 365 CE sales analytics
Nowadays Microsoft is working on enhancing the reporting capabilities within Dynamics 365, there are many embedded Power BI reports that are now available in Dynamics 365 sales. In the previous blog, we have already explored the capabilities of one of such embedded Power BI report named “Sales Acceleration reports”. In this blog, we will explore another such exciting embedded Power BI reporting named “Sales usage reports”. By enabling...
Two easy ways to embed Model-driven apps in Microsoft Teams
Introduction In our previous blog, we saw the process of adding Canvas apps to Teams. In that, the user can share the Canvas app by embedding it directly into Microsoft Teams (using the option Add to Teams in Power Apps). Now, in this blog, we will see how to share a Model-driven app by embedding it directly into Microsoft Teams. The main purpose of this feature is to share the apps within the teams so that any user/team members can...
Use of conditional access to restrict access to Dynamics 365 CRM by Operating System
In our previous blog, we saw how to restrict CRM access by Country or by IP Address. But at times there can arise a situation where the company doesn’t use any operating system other than Windows and wants to block access of CRM for all other operating systems apart from Windows. This can be done using conditional access in Azure Portal. Below are the pre-requisites for the same A subscription to Azure Active Directory Premium. A...
Adding custom pages in model-driven app with responsive layouts
Introduction Microsoft is continuously working on enhancing the maker experience for app design. The new maker experience is all about designing the pages throughout. These custom pages bring the power of Canvas apps into model-driven apps. We have already seen the modern app making experience in the previous blog when the modern app designer maker experience was in preview. But with the recent release, you will observe this modern...
An enhanced experience for creating Email templates
Introduction In this blog, we will focus on the enhancements for creating an Email Template. With the help of Email Templates, users can send repetitive and recurring emails to multiple customers which saves time. This feature provides an advanced Design canvas and layouts which are responsive and can get adapted to any screen size to create a Customized Email Template. To have access to this feature, it is necessary to enable it in...
Easily transform your visual design into Canvas App in Power Apps
Introduction In the recent release, we have a new function called “Image” in the Create app feature of Power Apps using which it’s now possible to create a Canvas app by just uploading an image of an app or form. Also, it will help app-makers to easily turn their designs or sketches into working apps in a few steps. Now let’s see how it works! First – Where will I get this option? Go to https://make.powerapps.com/ Click...