Power Automate – Set the correct timezone on Date fields
Apr09

Power Automate – Set the correct timezone on Date fields

Originally posted on Shobhit's D365 CE blog: With the previous versions of D365 CE where a background process could be used to set up automatic task based on a business trigger, the system would respect CE’s Timezone while setting the “Due date” on the task. For example, if there is a business requirement to… Continue Reading Nishant Rana’s Article on their blog Power Automate – Set the correct...

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Notes on Dynamics 365 for Phones and Tablets app – Part 3 (supported iPad devices)
Apr08

Notes on Dynamics 365 for Phones and Tablets app – Part 3 (supported iPad devices)

Continuing our previous post on attachments, here we will cover the list of iPad devices supported. Here first have the look at the list of supported versions and RAM (minimum) for different platforms. And if we are using the web browser in Tablets to access Dynamics 365 application below are the supported devices. Here the … Continue reading “Notes on Dynamics 365 for Phones and Tablets app… Continue Reading Nishant...

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Notes on Dynamics 365 for Phones and Tablets app – Part 2 (Attachments)
Apr07

Notes on Dynamics 365 for Phones and Tablets app – Part 2 (Attachments)

Continuing the previous post https://nishantrana.me/2020/04/06/notes-on-dynamics-365-for-phones-and-tablets-app-part-1/ here we will look at the attachments. As we are aware, the file size limit for attachments in Notes is governed through System Settings à Email Tab. The default value is 5120 KB And maximum it can be set to 131,072 KB If the attachment size increases, we’d get the … Continue… Continue Reading...

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Notes on Dynamics 365 for Phones and Tablets app – Part 1
Apr06

Notes on Dynamics 365 for Phones and Tablets app – Part 1

For one of our requirements we have started exploring Dynamics 365 for Phones and Tablets, so just noting down a few of the key points identified during the exploration Supported devices for the app We can use the Web browser on Tablet for accessing Dynamics 365 Model-driven apps with the following specifications. Using the Web … Continue reading “Notes on Dynamics 365 for Phones and Tablets… Continue Reading Nishant...

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You don’t have any apps in this view or We can’t find any app for your role error in Dynamics 365 for Phones and Tablets app
Apr05

You don’t have any apps in this view or We can’t find any app for your role error in Dynamics 365 for Phones and Tablets app

For one of our users, we were getting below error when he was trying to access Dynamics 365 through phone and tablet app. To resolve it make sure that all the required privileges are assigned to the user’s security role. https://docs.microsoft.com/en-us/dynamics365/mobile-app/set-up-dynamics-365-for-phones-and-dynamics-365-for-tablets#required-privileges and also the role is added to the… Continue Reading Nishant...

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Upload files using SharePoint Integration for Dynamics 365 for Phones and Tablets app
Apr02

Upload files using SharePoint Integration for Dynamics 365 for Phones and Tablets app

Recently I wrote a blog post that mentions a few points that we can consider while designing a solution with regards to attachments in Dynamics 365 for Phone / Tablet App. Attachment to Notes à https://nishantrana.me/2020/03/30/attachments-to-notes-in-dynamics-365-for-phone-and-tablet-app/ Using SetWordTemplate to combine multiple attachments as a single doc à… Continue Reading Nishant Rana’s Article on their blog Upload...

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Calling SetWordTemplate from custom ribbon button in Dynamics 365
Apr01

Calling SetWordTemplate from custom ribbon button in Dynamics 365

Let us continue our previous post and this time instead of calling SetWordTemplate action / request from a workflow, we will call it using a custom ribbon button. If we try calling the action directly using Xrm.WebApi.online.execute method from a custom ribbon button, we will get the below error “Resource not found for the segment … Continue reading “Calling SetWordTemplate from custom ribbon… Continue Reading...

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MS CRM Version & Names
Apr01

MS CRM Version & Names

Originally posted on Soma crm: Microsoft Giving a code name to every version  , CRM 4.0  –  Titan CRM 2011 On premise –  no name given CRM 2011 Online    – Polaris CRM 2013 -version 6.0     – Orin CRM 2013 SP1     version 6.1 – Leo CRM 2015 — version  7.0 —  Vega CRM… Continue Reading Nishant Rana’s Article on their blog MS CRM Version & Names Soma crm Microsoft Giving a code...

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Limitations of Microsoft dynamic CRM Word Templates
Apr01

Limitations of Microsoft dynamic CRM Word Templates

Originally posted on Ranjeet Patel: It cannot Filter/Sort the repeater data. We can only go up to one level down in context of relationship. If any of the attribute value is empty then it reserves the place (template looks dirty because of empty spaces) Repeater Only shows 100 lines( if you have more than 100… Continue Reading Nishant Rana’s Article on their blog...

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Using SetWordTemplate action to automate document generation and attaching it to note in Dynamics 365
Mar31

Using SetWordTemplate action to automate document generation and attaching it to note in Dynamics 365

Continuing our previous post, https://nishantrana.me/2020/03/31/using-word-template-to-combine-multiple-images-attached-to-notes-in-a-single-document-in-dynamics-365/ wherein we used word template to generate a document having all the note’s attachments (picture) to it. To enhance it further, we can write a custom workflow that calls the SetWordTemplate in Perform Action step. SetWordTemplate… Continue Reading Nishant...

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Using Word Template to combine multiple images attached to notes in a single document in Dynamics 365
Mar31

Using Word Template to combine multiple images attached to notes in a single document in Dynamics 365

Recently in one of our projects, we had proposed Dynamics 365 for Phone / Tablet as the device for our sales user. The user will be capturing the image of the customer’s document and will be attaching it in notes, which will then later be moved to the document management system. Here, one of the … Continue reading “Using Word Template to combine multiple images attached to notes in a single… Continue Reading...

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Attachments to Notes in Dynamics 365 for phone and tablet app
Mar30

Attachments to Notes in Dynamics 365 for phone and tablet app

In one of our recent projects we were analysing the Dynamics 365 for phone and tablet app, for one of the requirements where the user will be uploading the documents through phone or tablet app as an attachment to notes. Below were some of our findings à For mobile app à We are limited to … Continue reading “Attachments to Notes in Dynamics 365 for phone and tablet app” Continue Reading Nishant Rana’s...

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Scratching your head over why your custom ribbon buttons are not visible or not working as expected–The wonderful Command checker tool from Microsoft might just save your day.
Mar30

Scratching your head over why your custom ribbon buttons are not visible or not working as expected–The wonderful Command checker tool from Microsoft might just save your day.

Originally posted on Debajit's Dynamic CRM Blog: If you have ever worked in Dynamics 365 implementation then it is almost certain that you must have played around with ribbons. And more often than not you must have faced scenario where you have multiple enable and display rules on the form and not sure why… Continue Reading Nishant Rana’s Article on their blog Scratching your head over why your custom ribbon buttons...

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How to – add an existing project to GitHub through command line
Mar23

How to – add an existing project to GitHub through command line

Sharing for quick reference ! Create a new repository in GitHub and copy its URL. https://github.com/new Go to the project folder and run git init command to initialize the local directory as Git repository. Download Git for Windows git init Add the files to this new local repository git add . Commit the files to … Continue reading “How to – add an existing project to GitHub through… Continue Reading Nishant...

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PCF Control for Email Validation using Email Validator API
Mar23

PCF Control for Email Validation using Email Validator API

The control uses the Email Validator API that checks for fake DNS and regex functions to check email for length and accepted characters. To use the API, Login to RapidAPI and get the API Key. Use this key for the API property required by the PCF Control to call the API. The control will check … Continue reading “PCF Control for Email Validation using Email Validator API” Continue Reading Nishant Rana’s...

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Filtering Enhancements to Views in Dynamics 365 – 2020 Release Wave 1
Mar19

Filtering Enhancements to Views in Dynamics 365 – 2020 Release Wave 1

Below are some of the enhancements added to the filtering experience for the views in 2020 Release Wave 1. Previously to sort the records we had to click on either the sort icon or the header to sort the records. With the 2020 Release Wave 1 clicking on the header or sort or filter symbol … Continue reading “Filtering Enhancements to Views in Dynamics 365 – 2020 Release Wave 1” Continue Reading Nishant...

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“Change in Default Search behavior in Dynamics 365 in release wave 1”–Inform your customers before it takes them by surprise.
Mar09

“Change in Default Search behavior in Dynamics 365 in release wave 1”–Inform your customers before it takes them by surprise.

Originally posted on Debajit's Dynamic CRM Blog: Well this one came as pure surprise and I got to know of this one only after one of our customer enabled 2020 Release wave 1 feature in one of their SandBox environments and updated us that search on entity grids is not working as excepted. Let… Continue Reading Nishant Rana’s Article on their blog “Change in Default Search behavior in Dynamics 365 in release wave...

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SLA Enhancements in Dynamics 365 Customer Service – 2020 Release Wave 1
Feb28

SLA Enhancements in Dynamics 365 Customer Service – 2020 Release Wave 1

2020 Release Wave 1 adds the new enhanced experience which includes easy to use interface and Power Automate in the Unified Client Interface for the SLA Administration. To define SLA, the admin can navigate to Service Management à Service Terms à SLAs. The new SLA Item window now opens in the modal dialog It includes … Continue reading “SLA Enhancements in Dynamics 365 Customer Service –… Continue Reading Nishant...

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Routing Rule, Site, Queue Item enhancements added in Unified Client in Dynamics 365 Customer Service – 2020 Release Wave 1
Feb27

Routing Rule, Site, Queue Item enhancements added in Unified Client in Dynamics 365 Customer Service – 2020 Release Wave 1

With 2020 Release Wave 1 we have few features that were existing in the either in Legacy Web Client or in other entities added in Unified Client Interface which includes Case Routing Rules This option is now added in Service Management à Case Settings now. Also, it brings the enhanced experience that uses the new … Continue reading “Routing Rule, Site, Queue Item enhancements added in Unified… Continue Reading...

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Automatic Record Creation and Update rules enhancements in Dynamics 365 Customer Service – 2020 Release wave 1
Feb26

Automatic Record Creation and Update rules enhancements in Dynamics 365 Customer Service – 2020 Release wave 1

2020 Release Wave 1 adds the new enhanced experience which includes easy to use interface and Power Automate in the Unified Client Interface for automatic record creation and update rules. The option of creating the rules is added in Service Management à Case Settings Section The old interface for creating the rule à The new … Continue reading “Automatic Record Creation and Update rules… Continue Reading Nishant...

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Rich notes and filter enhancements in Dynamics 365 Timeline Control– 2020 Release Wave 1
Feb25

Rich notes and filter enhancements in Dynamics 365 Timeline Control– 2020 Release Wave 1

Below are some of the enhancements added to timeline controls as part of the 2020 Release Wave 1. Ability to create rich text notes Filter the records using Search Check the status of the activities within the timeline. Additional option to filter the records by  “Posts by“ Below is the screen shot of the Timeline … Continue reading “Rich notes and filter enhancements in Dynamics 365 Timeline… Continue...

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Enhanced email experience for agents in Dynamics 365 Customer Service – 2020 Release Wave 1
Feb24

Enhanced email experience for agents in Dynamics 365 Customer Service – 2020 Release Wave 1

To enable the new email capabilities in Dynamics 365 Customer Service, Navigate to Settings àAdministration à System Settings à Email Tab and check the Enhanced email for Timeline option We can also enable it from within the Sales Hub app, App Settings à Overview The new features include à Composing Email in a pop-up and … Continue reading “Enhanced email experience for agents in Dynamics… Continue Reading Nishant...

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Power Apps – Minimum privileges to run app
Feb21

Power Apps – Minimum privileges to run app

Originally posted on Rajeev Pentyala – Dynamics 365 Blog: To configure a security role with minimum privileges to run an app, a pre-packaged unmanaged solution is available in Microsoft download center and can be downloaded from here  The solution contains a security role by name ‘min prv apps use‘. Use ‘min prv apps use‘ security role… Continue Reading Nishant Rana’s Article on their blog...

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Customize Case Resolution Dialog Box – 2020 Release Wave 1
Feb21

Customize Case Resolution Dialog Box – 2020 Release Wave 1

With the 2020 release wave 1, we can now customize the case resolution dialog box In fact, we can select between the standard dialog, customized dialog box or quick create dialog experience for the users. The default out of the box Resolve Case Dialog Box -> Let us select the style as Customizable Dialog. Now … Continue reading “Customize Case Resolution Dialog Box – 2020 Release… Continue Reading Nishant...

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Enhancements in Knowledge capabilities in Dynamics 365 Customer Service – 2020 Release Wave 1
Feb19

Enhancements in Knowledge capabilities in Dynamics 365 Customer Service – 2020 Release Wave 1

With 2020 Release Wave 1 we have few enhancements added to the knowledge management aspect. We can see Link, Opening the record in new window, Send Email options being to the title of the results. Link the article to the record Open the article in the new window – This is the new option added. … Continue reading “Enhancements in Knowledge capabilities in Dynamics 365 Customer Service –… Continue Reading Nishant...

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Kanban View for Activities in Dynamics 365 Sales – 2020 Release Wave 1 Plan
Feb17

Kanban View for Activities in Dynamics 365 Sales – 2020 Release Wave 1 Plan

Similar to the Opportunity entity, we can add a Kanban view to Activities. https://nishantrana.me/2020/02/14/kanban-view-for-opportunity-in-dynamics-365-sales-2020-release-wave-1-plan/ Open the Activity entity for Customization and add the Kanban control and publish the changes. *similar to Kanban, we can configure Calendar control for Activity. After publishing the changes we will have both… Continue Reading Nishant...

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.NET Core CDS SDK Alpha Availability
Feb14

.NET Core CDS SDK Alpha Availability

Originally posted on Colin Vermander: At long last a version of the CDS SDK is available with .NET Core 3.0 and 3.1 as target frameworks! This release marks a lot of significant change as well with the SDK to align with how CDS and Dynamics are marketed and sold. Gone are the days of XRM… Continue Reading Nishant Rana’s Article on their blog .NET Core CDS SDK Alpha Availability Colin Vermander At long last a version of the...

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Kanban View for Opportunity in Dynamics 365 Sales – 2020 Release Wave 1 Plan
Feb14

Kanban View for Opportunity in Dynamics 365 Sales – 2020 Release Wave 1 Plan

With the 2020 Release Wave 1 Plan, now Kanban View can be added to Opportunity. To configure it, open the Opportunity entity for Customization, go to Controls tab and Add Kanban control to it and publish the changes. This adds the Kanban view to the Opportunity’s view. There are 2 different Kanban views available Based … Continue reading “Kanban View for Opportunity in Dynamics 365 Sales –… Continue Reading...

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Save and Email PDF options added to Dynamics 365 Sales – 2020 Release Wave 1 Plan
Feb13

Save and Email PDF options added to Dynamics 365 Sales – 2020 Release Wave 1 Plan

The PDF generation capability has been added to Dynamics 365 Sales for the following entities: Lead, Contact, Account, Opportunity, Quote, Order and Invoice. As an Admin, we can configure it here. Enabling it adds the Create PDF and Email as PDF commands. Create PDF and Email as PDF options will let the user select the … Continue reading “Save and Email PDF options added to Dynamics 365 Sales… Continue Reading...

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Sales Team Member app module in 2020 Release Wave 1 Plan
Feb13

Sales Team Member app module in 2020 Release Wave 1 Plan

A new Sales Team Member App has been made available in the 2020 Release Wave 1 plan that is specifically designed for users having Team Member License. Below are the roles assigned to the app. Below are the entities available for the users within the Sales Team Member app Team member licensing is targeted towards … Continue reading “Sales Team Member app module in 2020 Release Wave… Continue Reading Nishant...

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Configure Sales Hub from Centralized Location  (General Settings Section added) for Dynamics 365 for Sales – 2020 Release wave 1
Feb12

Configure Sales Hub from Centralized Location (General Settings Section added) for Dynamics 365 for Sales – 2020 Release wave 1

With 2020 Release wave 1 we have a new General Settings section add to App Settings for Dynamics 365 for Sales for easy configuration of the app from a centralised location. In 2019 Release wave 2 à There is no general setting section. In 2020 Release Wave 1 à We have the General Settings section … Continue reading “Configure Sales Hub from Centralized Location (General Settings Section… Continue Reading Nishant...

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Email template enhancements in Dynamics 365 for Sales – 2020 Release wave 1
Feb11

Email template enhancements in Dynamics 365 for Sales – 2020 Release wave 1

With 2020 Release wave 1 we have new features added to email templates selection, which makes it more intuitive and easier for the users to pick the correct template. In 2019 Release wave 2 à Clicking on the Insert Template button will open up a dialog box to specify language and search for the template. … Continue reading “Email template enhancements in Dynamics 365 for Sales – 2020… Continue Reading Nishant...

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Opportunity Products enhancement in Dynamics 365 for Sales – 2020 Release wave 1
Feb10

Opportunity Products enhancement in Dynamics 365 for Sales – 2020 Release wave 1

With 2020 Release wave 1 we have new features added to the experience of adding opportunity product (product line items) to an opportunity, which makes it easy to search, explore and add multiple products at once. In 2019 Release Wave 2 à Clicking on Add Product button Opens the new opportunity line form With 2020 … Continue reading “Opportunity Products enhancement in Dynamics 365 for Sales… Continue Reading Nishant...

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Microsoft.Crm.CrmException: Property  ‘x’  isn’t declared on the control manifest in Microsoft Dynamics 365
Jan28

Microsoft.Crm.CrmException: Property ‘x’ isn’t declared on the control manifest in Microsoft Dynamics 365

We got this error while trying to save the form which uses the PCF Control. This was because the name of the property was changed And the updated solution was imported, while the control on the form was still referring to the old property name. Fix is straightforward, remove the field using that control with … Continue reading “Microsoft.Crm.CrmException: Property ‘x’ isn’t declared on… Continue Reading Nishant...

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PCF Control to show Twitter Likes Timeline
Jan28

PCF Control to show Twitter Likes Timeline

In the same line as Profile Timeline PCF Control, we can use the same concept to create a control that shows likes timeline that displays the recently like tweets of a specific public Twitter Account. More on this https://developer.twitter.com/en/docs/twitter-for-websites/timelines/guides/likes-timeline Here we have specified the public twitter account nishantranacrm in this case, it will show… Continue Reading Nishant...

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PCF Control to show the Twitter profile timelines
Jan27

PCF Control to show the Twitter profile timelines

Created a simple PCF Control to show the twitter timelines for the profile. It basically uses embedded tweets. Get the control here https://github.com/nishantranacrm/TwitterPCFControl Simply enter the twitter profile in the text field and it will render the latest tweets of that profile. Inside an account form à For the contact record à Embedded timelines make … Continue reading “PCF Control… Continue Reading Nishant...

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Best resources to start with Power Apps Code Component (PCF)
Jan20

Best resources to start with Power Apps Code Component (PCF)

There are so many outstanding blogs, videos out there for learning PCF, below my favourite resources for someone who is just starting with development of Power Apps custom code components https://debajmecrm.com/2019/04/26/in-depth-end-end-walkthrough-develop-your-custom-controls-using-power-apps-component-framework-and-use-it-on-your-crm-interface/… Continue Reading Nishant Rana’s Article on their blog Best resources to...

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Very simple PCF Control to show Gravatar
Jan20

Very simple PCF Control to show Gravatar

The Gravatar or globally recognised avatar is basically an image associated to our email id, which appears besides our comments, blogs posts, sites etc. https://en.gravatar.com/site/implement/ To request an image of Gravatar, we need to first calculate hash of the email id and pass it to the URL The format à https://www.gravatar.com/avatar/{HASH} e.g…. Continue Reading Nishant Rana’s Article on their blog Very simple PCF...

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Configure Customer lookup to show either contacts or accounts in Canvas Apps
Jan08

Configure Customer lookup to show either contacts or accounts in Canvas Apps

Originally posted on Debajit's Dynamic CRM Blog: Happy new year to all my blog readers and this is my first blog of 2020. And how about starting with a simple one and that too on canvas apps! So this was my customer requirement. They were designing a canvas app for their business users which… Continue Reading Nishant Rana’s Article on their blog...

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Advanced condition builder in Power Automate (Microsoft Flow)
Jan06

Advanced condition builder in Power Automate (Microsoft Flow)

Was just exploring the advanced condition builder added to the Power Automate (Flow) beginning of the last year. The new conditional builder makes it very easy to write complex conditional logic compared to using expressions. We can easily add row (conditions) and group them The row (condition) can be grouped by either And or Or. … Continue reading “Advanced condition builder in Power Automate… Continue Reading...

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Publishing the bot– Power Virtual agent
Jan03

Publishing the bot– Power Virtual agent

In the last post, we saw how to create a simple bot, now let us see how we can publish it. Navigate to the Publish tab in the side navigation pane and click on Publish. After a successful publish click on the demo website to test the bot Navigate to Manage à Channels to configure … Continue reading “Publishing the bot– Power Virtual agent” Continue Reading Nishant Rana’s Article on their blog Publishing...

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Using Power Virtual Agent and Power Automate (Flow) to create a simple bot for Cases in Dynamics 365 for Customer Service
Jan02

Using Power Virtual Agent and Power Automate (Flow) to create a simple bot for Cases in Dynamics 365 for Customer Service

Here we will take a very simple example to see how Power Virtual Agent be used along with Power Automate to interact with Dynamics 365 model-driven App Basically, the user enters the case number (ticketnumber) in the chatbot to get the current status of the Case. To begin with, Sign in / Sign up to … Continue reading “Using Power Virtual Agent and Power Automate (Flow) to create a simple bot… Continue Reading Nishant...

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Dynamics 365 2019 release wave 2 blog posts
Dec31

Dynamics 365 2019 release wave 2 blog posts

Customize Opportunity Close Dialog box https://nishantrana.me/2019/11/22/customize-opportunity-close-dialog-box-dynamics-365-for-sales/ Lead related enhancements https://nishantrana.me/2019/11/22/lead-enhancements-in-dynamics-365-for-sales-2019-release-wave-2/ Contextual Email Communication… Continue Reading Nishant Rana’s Article on their blog Dynamics 365 2019 release wave 2 blog posts Customize Opportunity Close Dialog...

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Reference Panel section for Forms in Dynamics 365
Dec29

Reference Panel section for Forms in Dynamics 365

With the reference panel section, users can move across the different grid and quick view control that are part of it at a single place instead of scrolling. Reference Panel is a new type of section that can be added on form. Only one reference panel can be added per form. It is a single … Continue reading “Reference Panel section for Forms in Dynamics 365” Continue Reading Nishant Rana’s Article on their...

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Opportunity/Quote/Order/Invoice Product-related enhancements in Dynamics 365 for Sales
Dec28

Opportunity/Quote/Order/Invoice Product-related enhancements in Dynamics 365 for Sales

Below are some of the features added in the Opportunity/Quote/Order/Invoice products for the users to improve their experience. If we try adding a new product line item without specifying the price list we will get the pop-up message box that asks us to specify the price list. To override this behavior, Go to Product Catalog … Continue reading “Opportunity/Quote/Order/Invoice Product-related… Continue Reading Nishant...

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D365: Enable Rule for button with asynchronous API request using promise
Dec27

D365: Enable Rule for button with asynchronous API request using promise

Originally posted on Ajit Patra: Many times, we get requirement to show/hide a button based on certain condition for which we define Enable Rule in Ribbon Workbench. If we need javaScript code for evaluation then we use Custom Enable Rule mentioning library, method to execute, passing PrimaryControl CRM parameter and additional parameters if necessary. Sometimes,… Continue Reading Nishant Rana’s Article on their blog D365:...

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Knowledge management enhancements in Dynamics 365 For Customer Service – 2019 Release Wave 2
Dec27

Knowledge management enhancements in Dynamics 365 For Customer Service – 2019 Release Wave 2

This release adds a new feature called Knowledge Article Template, using which users can quickly create an article by referring the Article Template, which helps in maintaining consistency and can also create their own article template. To create an Article Template, navigate to Service Management area and select Article Template Below is how the Article … Continue reading “Knowledge… Continue Reading Nishant...

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{Know How} Apply Business process flow on create of a record or skip setting of default Process flow based on custom business logic in Dynamics 365 using ProcessId field of record
Dec26

{Know How} Apply Business process flow on create of a record or skip setting of default Process flow based on custom business logic in Dynamics 365 using ProcessId field of record

Originally posted on Debajit's Dynamic CRM Blog: Business Process flows are used everywhere and as a Power platform consultant you might be working with them almost everyday. However sometimes the intricacies of the most mundane stuffs seems to baffle us. And one of them is was this requirement that I recently had. And trust… Continue Reading Nishant Rana’s Article on their blog {Know How} Apply Business process flow...

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PackageDeployerWrapper: Import operation time out exception while trying to create a new organization in Dynamics 365 Customer Engagement (On-Premise)
Dec26

PackageDeployerWrapper: Import operation time out exception while trying to create a new organization in Dynamics 365 Customer Engagement (On-Premise)

Recently for one our projects, where had Dynamics CRM On-Premise already installed by the IT team quite sometime back, when we tried create a new organization through Deployment Manager, we got the below error “Create new Organization (Name=46d256f4-1009-ea11-a2df-00505680070e, Id=FABUAECIBSIT) failed with Exception: System.Exception: Error.ActionFailed… Continue Reading Nishant Rana’s Article on their blog...

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Lookup Filter, Error Notifications, Territory entity enhancements in Dynamics 365 for Sales / Customer Service – 2019 Release Wave 2 (Unified Interface)
Dec25

Lookup Filter, Error Notifications, Territory entity enhancements in Dynamics 365 for Sales / Customer Service – 2019 Release Wave 2 (Unified Interface)

Let us look at some other enhancements added as part of 2019 Release Wave 2 in the product. Lookup filter enhancement The lookup filter on searching for a specific term will show the different types of record (entity) that are there in the results for filtering. T This allows the user to easily find the … Continue reading “Lookup Filter, Error Notifications, Territory entity enhancements in… Continue Reading Nishant...

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