Forms Pro & Dynamics 365 Marketing
Apr09

Forms Pro & Dynamics 365 Marketing

I’ve used the Dynamics Marketing app for some time, and implemented it several times, and you might not know this, but I also write about Microsoft Forms Pro – so it’s perfect that we can now combine the two! With a recent release for the Marketing app, you can get it installed in your environment. Check out this great post from Dilyana Radulova to find out how to get it enabled. She writes… Continue Reading...

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Accessing Admin Areas From A Unified Interface App

If you haven’t already done so, if you use Dynamics 365 Customer Engagement, you SHOULD be using a Unified Interface App of some kind. If you are a System Administrator, you know that to get to administrator type things (technical term ), you are hopefully going to the Power Platform Admin centre. If not, you may be using the Advanced Settings link found by clicking on the gear icon from the… Continue Reading Megan V....

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Why Are My Emails Going To Junk?
Apr02

Why Are My Emails Going To Junk?

We send out emails and assume they get to their desired destination. Every so often you might get some kind of notification if the recipient’s email address is wrong, or no longer exists… but then that’s an issue on their side. What about the times your emails are not received? How do you know? What if it’s only once every so often? I recently started to suspect there was an issue with… Continue Reading Megan V....

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Adding Additional Entities For Segment Searches
Apr01

Adding Additional Entities For Segment Searches

If you are using the Dynamics Marketing App, you will be familiar with creating Segments. For those who haven’t delved into that world, or are just getting started, a Segment is created using the marketing insights service, and compiled with a query builder tool embedded directly within a segment. While recently creating a segment that needed to pull Contacts based on Connections, I had the… Continue Reading Megan V....

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It’s Time To Learn
Mar26

It’s Time To Learn

Right now, the world is in a very strange place. We are each trying to find our new normal. You might be lucky, and can carry on doing what you’ve always done, working from home on projects you love. You could also have found yourself with less, or even no work depending on the industry and/or organisation you have been working for. When we finally get through this pandemic, we don’t quite… Continue Reading Megan V....

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Passing Variables Through The Forms Pro Survey URL
Mar20

Passing Variables Through The Forms Pro Survey URL

I’ve written so much about variables in Forms Pro and what you can do with them. After a chat with Welly Lee, Head of Product for Forms Pro at Microsoft, he shared yet another way we can use variables to create personalised surveys, and pass hidden variables back through survey responses. In this post, we look at how you can share a direct link to a survey, which would typically mean no… Continue Reading Megan V....

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Passing Variables Through The Forms Pro Survey URL – Microsoft Forms Pro – YouTube
Mar20

Passing Variables Through The Forms Pro Survey URL – Microsoft Forms Pro – YouTube

Take my Microsoft Forms Pro Online Course to learn everything you need to capture, analyze, and act on customer and employee feedback with this simple-yet-powerful survey solution: ⭐https://learn.meganvwalker.com/courses/microsoft-forms-pro ⭐ Microsoft Forms Pro is an enterprise survey capability that helps businesses obtain the feedback they need to make smarter decisions. Powered by both Office 365 and Dynamics 365, Forms Pro...

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Issues Selecting Email Templates For Regarding Entities
Mar16

Issues Selecting Email Templates For Regarding Entities

I recently came across a situation with a client using a Unified Interface app and using email templates on emails sent from cases. When creating an email and choosing the insert template option, there was just no way to find and pick from the case related email templates that should have been available. Although this scenario might not come up again, I thought it was worth documenting, just… Continue Reading Megan V....

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Using The Locale Variable To Send Multilingual Emails & Surveys
Mar10

Using The Locale Variable To Send Multilingual Emails & Surveys

Using variables in your Forms Pro surveys is essential when creating a personalised experience for your respondents. There are so many ways to use them to display data in both email templates and surveys, but they can also be used to determine which language to display the survey in on a person by person basis. Thanks to Henrik Kappel from Wikap for prompting me to write this one. The locale… Continue Reading Megan V....

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Using The Locale Variable To Send Multilingual Emails & Surveys – Microsoft Forms Pro – YouTube
Mar10

Using The Locale Variable To Send Multilingual Emails & Surveys – Microsoft Forms Pro – YouTube

Take my Microsoft Forms Pro Online Course to learn everything you need to capture, analyze, and act on customer and employee feedback with this simple-yet-powerful survey solution: ⭐https://learn.meganvwalker.com/courses/microsoft-forms-pro ⭐ Microsoft Forms Pro is an enterprise survey capability that helps businesses obtain the feedback they need to make smarter decisions. Powered by both Office 365 and Dynamics 365, Forms Pro...

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Triggering Power Automate For A Specific Survey
Mar04

Triggering Power Automate For A Specific Survey

If you have been using Forms Pro for any length of time, you should know that the power of the survey tool lies in the ability to run flows to send survey invitations and to run flows when survey responses are received. Your flows to send out the invites should be set up when specific things occur in your databases (CDS/D365CE) or SharePoint lists, but what about when responses are received?… Continue Reading Megan V....

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Ten Custom Expressions To Use With Forms Pro
Feb24

Ten Custom Expressions To Use With Forms Pro

Creating a Forms Pro survey is pretty simple. Adding in some logic to check for a number, or make sure a field is formatted as an email address is straight forward enough too. We also have the ability to do formatting checks using custom regular expressions which I wrote about here. I’ve been told it’s straight forward (I am sure it is!), but for me, regex is not really ‘my thing’. I… Continue Reading Megan V. Walker’s...

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What Does The Survey Invite Status Mean?
Feb18

What Does The Survey Invite Status Mean?

Once you have sent out your survey invitations (either direct from Forms Pro or using Power Automate to generate and send out the invitation emails), how do we know what’s happened to them? If you have looked in the Common Data Service using a Model-Driven App, or have paid attention to the invitations in Forms Pro, you might have seen a status. The survey invite status tells us exactly what’s… Continue Reading Megan...

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Adding Newsletter Subscribers To ConverKit Via Zapier & Power Automate
Feb13

Adding Newsletter Subscribers To ConverKit Via Zapier & Power Automate

For each presentation I do, I hope at least someone will find value in the content, and maybe even want to get more info. Subscribing to my newsletter is a good way to do this. About a year ago I started using Forms Pro surveys as part of the session, and always include a question for people to sign up for my newsletter if they wish. There are so many great email marketing tools out there, and… Continue Reading Megan V....

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Convert Kit and Power Automate   Full – YouTube
Feb13

Convert Kit and Power Automate Full – YouTube

Take my Microsoft Forms Pro Online Course to learn everything you need to capture, analyze, and act on customer and employee feedback with this simple-yet-powerful survey solution: ⭐https://learn.meganvwalker.com/courses/microsoft-forms-pro Microsoft Forms Pro is an enterprise survey capability that helps businesses obtain the feedback they need to make smarter decisions. Powered by both Office 365 and Dynamics 365, Forms Pro supports...

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Connecting Forms Pro Surveys Using Variables
Feb11

Connecting Forms Pro Surveys Using Variables

I’ve written about using survey variables in Forms Pro to create a personalised experience for your clients. You can use variables in email templates, in the survey questions and sub-titles, and when embedding within a website. We can also use variables as hidden values, used specifically as a way to link surveys and their responses together. Consider a case closure feedback survey that you… Continue Reading Megan V....

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Extracting Survey Variables From Forms Pro Responses (Without Access To CDS)
Feb04

Extracting Survey Variables From Forms Pro Responses (Without Access To CDS)

Survey variables can be used in a Forms Pro survey to personalise forms, but also to pass information back and forth from the invitation to the response. When using these variables, they can be seen in a field named ‘Context Data’ in a survey response. If you have a license for Power Apps and can create a model-driven app that’s awesome! What if you don’t, and are trying to update an Excel… Continue...

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Extracting Survey Variables From Responses (Without Access to CDS) – Microsoft Forms Pro – YouTube
Feb04

Extracting Survey Variables From Responses (Without Access to CDS) – Microsoft Forms Pro – YouTube

Take my Microsoft Forms Pro Online Course to learn everything you need to capture, analyze, and act on customer and employee feedback with this simple-yet-powerful survey solution: ⭐https://learn.meganvwalker.com/courses/microsoft-forms-pro ⭐ Microsoft Forms Pro is an enterprise survey capability that helps businesses obtain the feedback they need to make smarter decisions. Powered by both Office 365 and Dynamics 365, Forms Pro...

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Custom Regex Validation In Forms Pro
Jan29

Custom Regex Validation In Forms Pro

We recently looked at using the Restrictions option on a Text field in Forms Pro, which gives us the option to set it as an Email address. This provides validation checking to make sure the value entered by the respondent is correct. What if you have other fields like this? We have an option in restrictions that lets us set a custom validation. Let’s look at how to do this. First, add your… Continue Reading Megan V....

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Power Automate Expressions To Use With Forms Pro
Jan27

Power Automate Expressions To Use With Forms Pro

Recently I was asked if I had a list of all of the Forms Pro related expressions I had used in Power Automate flows I’d created. A kind of ‘library’ or ‘cheat sheet’ so to speak. I hadn’t so figured it was as good a time as any to create something. So, here are some of the expressions I have used to get the most out of using Forms Pro. It’s all about that Power Automation! Get Response…...

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Custom Regex Validation – Microsoft Forms Pro – YouTube
Jan27

Custom Regex Validation – Microsoft Forms Pro – YouTube

Take my Microsoft Forms Pro Online Course to learn everything you need to capture, analyze, and act on customer and employee feedback with this simple-yet-powerful survey solution: ⭐https://learn.meganvwalker.com/courses/microsoft-forms-pro ⭐ Microsoft Forms Pro is an enterprise survey capability that helps businesses obtain the feedback they need to make smarter decisions. Powered by both Office 365 and Dynamics 365, Forms Pro...

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Email Address Validation in Forms Pro
Jan23

Email Address Validation in Forms Pro

If you are sending out surveys to anonymous people, perhaps the first time you are collecting any kind of data from someone, an email address is a likely piece of information you’ll want to gather. Up until now, this has just been a text question with no validation at all. People could miss out the @ symbol or just type in anything without us knowing if it’s an email address. That’s now… Continue Reading Megan...

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Email Address Validation – Microsoft Forms Pro – YouTube
Jan23

Email Address Validation – Microsoft Forms Pro – YouTube

Take my Microsoft Forms Pro Online Course to learn everything you need to capture, analyze, and act on customer and employee feedback with this simple-yet-powerful survey solution: ⭐https://learn.meganvwalker.com/courses/microsoft-forms-pro ⭐ Microsoft Forms Pro is an enterprise survey capability that helps businesses obtain the feedback they need to make smarter decisions. Powered by both Office 365 and Dynamics 365, Forms Pro...

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Retaining Line Breaks In Multi-Line Text Fields From Forms Pro
Jan14

Retaining Line Breaks In Multi-Line Text Fields From Forms Pro

So many good blog posts come about from questions asked by others in the community. Add in some collaboration, and the creative and inquisitive minds of others, and you’ve got yourself a nice work around to fix a slight annoyance. Al Eardley tagged me on Twitter with the following question. How can we prevent line breaks from being stripped out of multi-line text fields populated in a Forms… Continue Reading Megan V....

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Retaining Line Breaks In Multi-Line Text Fields – Microsoft Forms Pro – YouTube
Jan14

Retaining Line Breaks In Multi-Line Text Fields – Microsoft Forms Pro – YouTube

Take my Microsoft Forms Pro Online Course to learn everything you need to capture, analyze, and act on customer and employee feedback with this simple-yet-powerful survey solution: ⭐https://learn.meganvwalker.com/courses/microsoft-forms-pro ⭐ Microsoft Forms Pro is an enterprise survey capability that helps businesses obtain the feedback they need to make smarter decisions. Powered by both Office 365 and Dynamics 365, Forms Pro...

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Four Ways To Learn Forms Pro
Jan07

Four Ways To Learn Forms Pro

It’s 2020 and no doubt you feel like you’ve never been away from work, straight back into it! Hopefully, you had some time off at the end of the year, and maybe even took some of it to think about your plans and goals for the coming 12 months. For me, one of the things I am most passionate about is training, going back to how I first got into working with software well over a decade ago. I’m… Continue Reading...

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6 Tools For Productivity & Brand Building
Jan02

6 Tools For Productivity & Brand Building

Although my website and the articles I write are primarily about Microsoft, once in a while I feel the need to write about other software or services that I’ve found and have crept in to my weekly routines. I’ve got six I want to share that have helped me become more productive and/or helped me with building and focusing in on my own personal brand. You might already be using a few, or maybe… Continue Reading Megan...

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Day 25 – MVP Advent Calendar – YouTube
Dec25

Day 25 – MVP Advent Calendar – YouTube

You can visit the MVP Advent Calendar here: MVP Advent Calendar 2019 – MVP Advent Calendar Who doesn’t love a giveaway? What better way to share with the Power Platform Community than with a month of cool and FREE gifts. Behind each door below is a Microsoft Business Application MVP, with a download or competition to share with you. It all starts on Sunday 1 December 2019. Who doesn’t love a giveaway? What better way to...

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Day 24 – MVP Advent Calendar – YouTube
Dec24

Day 24 – MVP Advent Calendar – YouTube

You can visit the MVP Advent Calendar here: MVP Advent Calendar 2019 – MVP Advent Calendar Who doesn’t love a giveaway? What better way to share with the Power Platform Community than with a month of cool and FREE gifts. Behind each door below is a Microsoft Business Application MVP, with a download or competition to share with you. It all starts on Sunday 1 December 2019. Who doesn’t love a giveaway? What better way to...

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Day 23 – MVP Advent Calendar – YouTube
Dec23

Day 23 – MVP Advent Calendar – YouTube

You can visit the MVP Advent Calendar here: MVP Advent Calendar 2019 – MVP Advent Calendar Who doesn’t love a giveaway? What better way to share with the Power Platform Community than with a month of cool and FREE gifts. Behind each door below is a Microsoft Business Application MVP, with a download or competition to share with you. It all starts on Sunday 1 December 2019. Who doesn’t love a giveaway? What better way to...

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Day 22 – MVP Advent Calendar – YouTube
Dec22

Day 22 – MVP Advent Calendar – YouTube

You can visit the MVP Advent Calendar here: MVP Advent Calendar 2019 – MVP Advent Calendar Who doesn’t love a giveaway? What better way to share with the Power Platform Community than with a month of cool and FREE gifts. Behind each door below is a Microsoft Business Application MVP, with a download or competition to share with you. It all starts on Sunday 1 December 2019. Who doesn’t love a giveaway? What better way to...

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Day 21 – MVP Advent Calendar – YouTube
Dec21

Day 21 – MVP Advent Calendar – YouTube

You can visit the MVP Advent Calendar here: MVP Advent Calendar 2019 – MVP Advent Calendar Who doesn’t love a giveaway? What better way to share with the Power Platform Community than with a month of cool and FREE gifts. Behind each door below is a Microsoft Business Application MVP, with a download or competition to share with you. It all starts on Sunday 1 December 2019. Who doesn’t love a giveaway? What better way to...

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Day 20 – MVP Advent Calendar – YouTube
Dec20

Day 20 – MVP Advent Calendar – YouTube

You can visit the MVP Advent Calendar here: MVP Advent Calendar 2019 – MVP Advent Calendar Who doesn’t love a giveaway? What better way to share with the Power Platform Community than with a month of cool and FREE gifts. Behind each door below is a Microsoft Business Application MVP, with a download or competition to share with you. It all starts on Sunday 1 December 2019. Who doesn’t love a giveaway? What better way to...

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Scottish Summit – Make Sure You Attend!!! – YouTube
Dec19

Scottish Summit – Make Sure You Attend!!! – YouTube

Not quite 12 Days of Christmas, but 12 facts & figures about Scottish Summit Feb 29th 2020. These reasons are so compelling – see you there? #SS2020 – get your tickets today! https://scottishsummit.com/tickets Thanks for watching. You can find me in the following places: 🎯 Website: https://meganvwalker.com 🎯 Twitter: http://twitter.com/meganvwalker 🎯 LinkedIn: http://linkedin.com/in/meganwalker 🎯 Subscribe to my blog...

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Set Amount & Day Limits On Survey Responses
Dec19

Set Amount & Day Limits On Survey Responses

If you are sending out survey invites to your customers, ideally they respond in a timely manner. You have ways in which you can do follow up reminders, but what if the response is time sensitive? If they purchased something, do you really want them to be able to provide feedback on an interaction three months later? Or, what if you want to be able to control how many responses you get? Well,… Continue Reading Megan V....

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Setting Day & Amount Limits On Survey Responses – Microsoft Forms Pro – YouTube
Dec19

Setting Day & Amount Limits On Survey Responses – Microsoft Forms Pro – YouTube

Microsoft Forms Pro is an enterprise survey capability that helps businesses obtain the feedback they need to make smarter decisions. Powered by both Office 365 and Dynamics 365, Forms Pro supports businesses seeking to transform customer, product, and employee experiences. This video shows how to change settings to set the number of responses allowed on a survey, and the number of days that can pass before a customer can no longer...

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Day 19 – MVP Advent Calendar – YouTube
Dec19

Day 19 – MVP Advent Calendar – YouTube

You can visit the MVP Advent Calendar here: MVP Advent Calendar 2019 – MVP Advent Calendar Who doesn’t love a giveaway? What better way to share with the Power Platform Community than with a month of cool and FREE gifts. Behind each door below is a Microsoft Business Application MVP, with a download or competition to share with you. It all starts on Sunday 1 December 2019. Who doesn’t love a giveaway? What better way to...

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Day 18 – MVP Advent Calendar – YouTube
Dec18

Day 18 – MVP Advent Calendar – YouTube

You can visit the MVP Advent Calendar here: MVP Advent Calendar 2019 – MVP Advent Calendar Who doesn’t love a giveaway? What better way to share with the Power Platform Community than with a month of cool and FREE gifts. Behind each door below is a Microsoft Business Application MVP, with a download or competition to share with you. It all starts on Sunday 1 December 2019. Who doesn’t love a giveaway? What better way to...

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See You At Scottish Summit?
Dec17

See You At Scottish Summit?

January 26th 2019 brought us the first D365 Saturday Scotland event, held in Glasgow. Much like any other event I go to, I was looking forward to it, but nothing prepared me for just how fantastic it was. It was extremely well attended, with great speakers, and it had a buzz about it which created a very special atmosphere. There were over 300 attendees, and 18 sessions across one day. Well,… Continue Reading Megan V....

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Day 17 – YouTube
Dec17

Day 17 – YouTube

You can visit the MVP Advent Calendar here: MVP Advent Calendar 2019 – MVP Advent Calendar Who doesn’t love a giveaway? What better way to share with the Power Platform Community than with a month of cool and FREE gifts. Behind each door below is a Microsoft Business Application MVP, with a download or competition to share with you. It all starts on Sunday 1 December 2019. Who doesn’t love a giveaway? What better way to...

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Day 16 – MVP Advent Calendar – YouTube
Dec16

Day 16 – MVP Advent Calendar – YouTube

You can visit the MVP Advent Calendar here: MVP Advent Calendar 2019 – MVP Advent Calendar Who doesn’t love a giveaway? What better way to share with the Power Platform Community than with a month of cool and FREE gifts. Behind each door below is a Microsoft Business Application MVP, with a download or competition to share with you. It all starts on Sunday 1 December 2019. Who doesn’t love a giveaway? What better way to...

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Day 15 – MVP Advent Calendar – YouTube
Dec15

Day 15 – MVP Advent Calendar – YouTube

You can visit the MVP Advent Calendar here: MVP Advent Calendar 2019 – MVP Advent Calendar Who doesn’t love a giveaway? What better way to share with the Power Platform Community than with a month of cool and FREE gifts. Behind each door below is a Microsoft Business Application MVP, with a download or competition to share with you. It all starts on Sunday 1 December 2019. Who doesn’t love a giveaway? What better way to...

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Day 14 – MVP Advent Calendar – YouTube
Dec14

Day 14 – MVP Advent Calendar – YouTube

You can visit the MVP Advent Calendar here: MVP Advent Calendar 2019 – MVP Advent Calendar Who doesn’t love a giveaway? What better way to share with the Power Platform Community than with a month of cool and FREE gifts. Behind each door below is a Microsoft Business Application MVP, with a download or competition to share with you. It all starts on Sunday 1 December 2019. Who doesn’t love a giveaway? What better way to...

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Day 13 – MVP Advent Calendar – YouTube
Dec13

Day 13 – MVP Advent Calendar – YouTube

You can visit the MVP Advent Calendar here: MVP Advent Calendar 2019 – MVP Advent Calendar Who doesn’t love a giveaway? What better way to share with the Power Platform Community than with a month of cool and FREE gifts. Behind each door below is a Microsoft Business Application MVP, with a download or competition to share with you. It all starts on Sunday 1 December 2019. Who doesn’t love a giveaway? What better way to...

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Day 12 – MVP Advent Calendar – YouTube
Dec12

Day 12 – MVP Advent Calendar – YouTube

You can visit the MVP Advent Calendar here: MVP Advent Calendar 2019 – MVP Advent Calendar Who doesn’t love a giveaway? What better way to share with the Power Platform Community than with a month of cool and FREE gifts. Behind each door below is a Microsoft Business Application MVP, with a download or competition to share with you. It all starts on Sunday 1 December 2019. Who doesn’t love a giveaway? What better way to...

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Day 11 – MVP Advent Calendar – YouTube
Dec11

Day 11 – MVP Advent Calendar – YouTube

You can visit the MVP Advent Calendar here: MVP Advent Calendar 2019 – MVP Advent Calendar Who doesn’t love a giveaway? What better way to share with the Power Platform Community than with a month of cool and FREE gifts. Behind each door below is a Microsoft Business Application MVP, with a download or competition to share with you. It all starts on Sunday 1 December 2019. Who doesn’t love a giveaway? What better way to...

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Generating Invoices To Display In Power Apps Portal
Dec10

Generating Invoices To Display In Power Apps Portal

Recently I was working on a project that called for displaying invoices in a Dynamics 365 Portal. We can easily add the ability to show the Notes entity on the Invoice entity, allowing a user to add a PDF of the invoice which could then be displayed on the portal. However, I wanted something that looked better than that, and also was less manual. This process can be followed exactly, or you… Continue Reading Megan V....

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Generating Invoices To Display In Power Apps Portals – YouTube
Dec10

Generating Invoices To Display In Power Apps Portals – YouTube

Using a combination of tools, we can generate a PDF of an invoice automatically which can then be displayed, embedded in a Power Apps Portal (Dynamics 365 Portal). This video explains the entire process. A few useful links to help: Generate PDF Attachments From Word Document Templates: https://www.bruce365.com/2018/05/14/generate-pdf-note-attachments-in-dynamics-through-flow/ Creating Web Templates With Liquid & HTML: Dynamics 365...

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Day 10 – MVP Advent Calendar – YouTube
Dec10

Day 10 – MVP Advent Calendar – YouTube

You can visit the MVP Advent Calendar here: MVP Advent Calendar 2019 – MVP Advent Calendar Who doesn’t love a giveaway? What better way to share with the Power Platform Community than with a month of cool and FREE gifts. Behind each door below is a Microsoft Business Application MVP, with a download or competition to share with you. It all starts on Sunday 1 December 2019. Who doesn’t love a giveaway? What better way to...

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Day 9 – MVP Advent Calendar – YouTube
Dec09

Day 9 – MVP Advent Calendar – YouTube

You can visit the MVP Advent Calendar here: MVP Advent Calendar 2019 – MVP Advent Calendar Who doesn’t love a giveaway? What better way to share with the Power Platform Community than with a month of cool and FREE gifts. Behind each door below is a Microsoft Business Application MVP, with a download or competition to share with you. It all starts on Sunday 1 December 2019. Who doesn’t love a giveaway? What better way to...

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