Bot
Oct31

Bot

The post Bot appeared first on Joe Gill. Continue Reading admin’s Article on their blog Bot – Joe Gill No Description Blog Syndicated with admin’s...

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Fine Tune your Virtual Agent Bot
Oct20

Fine Tune your Virtual Agent Bot

The Dynamics 365 Virtual Agent analytics dashboard gives great insight in how well your bot is working. Among other figures it gives you are details on the number of sessions that were escalated i.e customers that engaged with your bot but their query could not be answered and so were directed to the escalation topic. While this is useful information it does not give you any… Continue Reading admin’s Article on their blog...

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CDS Non-interactive accounts now need licences
Sep04

CDS Non-interactive accounts now need licences

The October release of the Power Platform covering Dynamics 365 sees the introduction of API call limits based on a user’s licence type. For example a PowerApps per user licence will allow a user to make 5,000 API calls in a given 24 hour period. An important point for developers in the required API limit changes, which can be found here, is that the fact that going forward that… Continue Reading admin’s Article on...

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Hand off a Virtual Agent Bot  to a Omnichannel Chat
Aug12

Hand off a Virtual Agent Bot to a Omnichannel Chat

I could not find any information on how to to hand off a Virtual Agent Bot to a live agent so I thought I would have a go at doing this. I previously did a post how to deploy a virtual agent bot to a CDS Portal here. I am going to modify this bot to allow the user to transition the conversation to a human agent. The results are not as seamless as I would have liked however I think this is… Continue Reading admin’s Article...

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PowerApps Portal & Virtual Agent Bot
Jul29

PowerApps Portal & Virtual Agent Bot

Its getting easier and easier to build compelling digital transformation solutions using the Power Platform and Dynamics 365. Here is a quick post to show how you can deploy a Dynamics 365 Virtual Agent Bot to a PowerApps Portal. Both Virtual Agent and the PowerApps Portals are low/no code solutions that allows Bots and Portals to be created using using point and click customization. … Continue Reading admin’s Article on...

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Track Issues in Logic Apps/Flow using Correlation Id
Jul16

Track Issues in Logic Apps/Flow using Correlation Id

Previously I have written some blog post, like this one, showing how easy it is to create API endpoints in Flow and Logic Apps. This involves creating a workflow that gets triggered by an Http Request with a Json payload.  There are asynchronous “fire and forget” API calls and the calling process receives a 202 response code to indicate the workflow has been triggered. When the workflow… Continue Reading admin’s Article on...

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Build a Bot with Virtual Agent, Flow and CDS
Jun25

Build a Bot with Virtual Agent, Flow and CDS

This post demonstrates how easy it is to build a Bot using Dynamics 365 Virtual Agent for Customer Service. The Bot will call Flow to return data from CDS and display it to the user. Virtual Agent is part of Microsoft’s push to democratize AI and it allows Bots to be created using a Flow like designer without any code. Virtual Agent is incredibly easy to use and you create Topics… Continue Reading admin’s Article on their...

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Flow – Http Request – Split On Collection
Jun12

Flow – Http Request – Split On Collection

A use case I like with to use with Flow and Logic Apps is to create a workflow triggered by a Http Request that acts as an API endpoint. In a previous post I explained how to do it and how to configure Flow to the validate the Json payload. In that post the Json request was just a simple contact object with a few data fields that we inserted into Dynamics 365. Did know you can also… Continue Reading admin’s Article on...

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Flow to Email PDF from Dynamics 365 using the Word Online Connector
Feb03

Flow to Email PDF from Dynamics 365 using the Word Online Connector

One of the never ending challenges of using Dynamics 365 was how to generate and email PDF’s using data from Dynamics. While Word templates went some way towards solving the problem they have not been improved for a number of years. So generating PDF’s usually requires third party tools. With the release of the new Word Online (Business) connector for Flow and Logic Apps it looks like we… Continue Reading...

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How to install the Data Gateway

I wrote a post a little while ago about how to use Flow to synch Dynamics 365 record changes to an on prem database using the Data Gateway. In this post I wanted to show how easy it is to install the Data Gateway.  The data gateway acts a bridge between your on-premise data sources and your cloud services such as PowerBI, PowerApps, Flow and Logic Apps. You install the Data Gateway on an… Continue Reading Joe Gill’s...

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Logic Apps 429 Failure calling Dynamics 365
Dec12

Logic Apps 429 Failure calling Dynamics 365

While doing some testing recently with Logic Apps I had some workflows fail with a status code of 429 when calling Dynamics 365 actions.  A 429 status code indicates that the number of API calls to Dynamics 365 in one minute has been exceeded. This post explains how you can configure the concurrency setting of a Logic Apps workflow to avoid this problem. Logic Apps is a superb cloud… Continue Reading Joe Gill’s Article on...

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Flow to Synch Dynamics 365 with an On Premise Database
Nov19

Flow to Synch Dynamics 365 with an On Premise Database

Up until recently synchronizing data in in the cloud with an on premise database was a major challenge which typically involved writing code. With the Digital Transformation revolution and the availability of a range of integration offerings in Azure this is no longer the case. Here is a sample Microsoft Flow which demonstrate how the creation of a contact record in Dynamics triggers the… Continue Reading admin’s Article...

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External Access to Dynamics 365 Using Azure AD
Oct30

External Access to Dynamics 365 Using Azure AD

An option for providing users outside your organization with access to your instance to Dynamics 365 is to use Azure AD (Active Directory) . You add them as guest users in Azure AD,  assign them a Dynamics licence and give them a security role in the instance of Dynamics they need to access to. It’s as easy as that just follow the steps below.  For this to work you need an Azure… Continue Reading Joe Gill’s Article...

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Json Schema Validation in Logic Apps and Flow
Oct01

Json Schema Validation in Logic Apps and Flow

slugYou can create Logic Apps and Flow workflows that trigger on receipt of a Http request and optionally receive a Json payload. This technique can be used as an integration pattern in a B2B enviroment.  You can design your Json scheme specifically for your partners so that is is easy to use and understand.  This provides your integation partners with an API that abtracts the… Continue Reading Joe Gill’s Article on their...

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PowerApps and CDS 2.0 (Dynamics 365)
Mar29

PowerApps and CDS 2.0 (Dynamics 365)

The Spring 2018 version of PowerApps saw the introduction of Dynamics 365 as the new CDS platform on which to build Model-Driven apps. As it is early days in the CDS journey the integration between  PowerApps and CDS (aka Dynamics) may not be as smooth as you might hope. Here are a few observations that may be of interest in relation to PowerApps Environments and CDS solutions…. Continue Reading Joe Gill’s Article on their...

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Validate Web API calls using Custom Actions
Mar02

Validate Web API calls using Custom Actions

I previously blogged here about how you can configure S2S, Server-to-Server, authentication to allow third party applications to query and update data in Dynamics 365 using the Web API.  As the Dynamics 365 Web API is built on open http standards with libraries for a variety of languages the integration possibilities are endless. You can use Web API calls to integrate Dynamics 365 with… Continue Reading Joe Gill’s Article...

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Data Import Update
Feb19

Data Import Update

The out of the box data import In Dynamics 365 does not support updating records unless you do an export to Excel and and then re import it.  This does not work where you are given a CSV file and need to use that to update records in Dynamics. Here is a quick NoCode way to do a data import and update records in Dynamics.  What you need to do is to create an import entity that contains… Continue Reading Joe Gill’s Article...

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Dynamics Web Chat with PowerChat
Jan25

Dynamics Web Chat with PowerChat

If you are interested in adding Web Chat to your web site that integrates with Dynamics it is worth considering PowerObject’s PowerChat. This probably takes in the region of 30 minutes to get up and running.  Install the PowerChat solution in your Dynamics instance and once installed you have a number of options to configure your chat. WebChat by PowerChat The most inportant option is the… Continue Reading Joe Gill’s...

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How to Configure Dynamics 365 S2S Authentication
Dec12

How to Configure Dynamics 365 S2S Authentication

The combination of the Dynamics 365 Web API and Azure Active Directory allows a variety of applications to integrate easily with Dynamics 365 to retrieve and update data.  This can be any type of application such as a web site or a data integration process and is commonly referred to as S2S, server-to-server, authentication. Calling the Web API using S2S is a two step process. The first step… Continue Reading Joe Gill’s...

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Search Attachment Content with Relevance Search
Aug07

Search Attachment Content with Relevance Search

Relevance Search was added to Dynamics 365 in the December 2016 release and it utilizes Azure search to index the data in Dynamics and to sort it based on relevance. What you may not be aware of is that it will also search the content of attachments. It will search all your common document types including Word, Excel and PDFs. The nice thing about it is that it shows a snippet of the content… Continue Reading Joe Gill’s...

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PSA Contractor Time Entry
Jul25

PSA Contractor Time Entry

A shortcoming in the current release of Dynamics PSA, Project Service Automation, is that it only allows you to book time against a project for resources that are users. Resources in PSA can also be created for contacts and this is a typically how you handle sub contractors. You create them as a contact and then create a bookable resource records linked to this contact. You can then assign… Continue Reading Joe Gill’s...

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Dynamics and Service Bus Queues
Jun19

Dynamics and Service Bus Queues

Usually message queuing requires software development however in this blog post I am going to show you how events, such has creating an account, in Dynamics 365 can put messages on a queue without the need for any code. On top of that you can provide a third party with access to read messages from the queue from anywhere without configuring any firewalls or ports. This can be accomplished by… Continue Reading Joe Gill’s...

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Project Service Automation –  Validate Hours for Time Entry
May11

Project Service Automation – Validate Hours for Time Entry

This blog post covers how you can validate time entry in PSA, Project Service Automation, using a custom real time workflow to limit the amount of time a user can enter for any day.  The functionality of PSA is is pretty comprehensive however many users find it frustrating you cannot limit the total duration a user can book for a single day. To accomplish this I wrote a custom workflow… Continue Reading Joe Gill’s Article...

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