Approval/Reject Type – Everyone must approve – Power Automate and Dynamics 365
Let us update our previous flow from approval/reject type – First to respond to Everyone must approve type. For First to respond, either Approval or rejection by any…
Nishant Rana
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Manager approval – Power Automate and Dynamics 365
Continuing our previous basic sequential approval flow, here we’d update it to send an approval request to the manager of the user. First, we’d use the Get manager…
Approvals in Power Automate and Dynamics 365
Let us try implementing a basic scenario, where an agent can send a case for approval and the record is updated based on the approver’s response. The agent…
Add url of record in Item link in Approval – Power Automate / Dynamics 365
To add the record’s URL in the Item link in the approval step within Power Automate, we can follow the below steps First, to get the URL, open…
Solved – Your subscription is no longer active. Please contact your admin to activate your subscription while accessing Outlook Office 365
While trying to access Outlook Office 365 one of the users was getting the below error. https://outlook.office.com/ Exchange online licenses were assigned to the user, and also the…
Configure Customer Service Analytics and Insights in Dynamics 365 Customer Service Hub (Preview)
With the recent updates, the Analytics and Insights that were earlier only available inside Customer Service Insights and Customer Service Analytics for Dynamics 365 in Power BI are…
Modern email template experience in Dynamics 365 – 2020 Release Wave 2
With 2020 Release Wave 2, we can now author the email template from within the Customer Service Hub app. (along with the classic Settings – Templates – Email…
Custom entity support for PDF document generation in Dynamics 365 – 2020 Release Wave 2
With 2020 Release wave 1 we had PDF generation capability added to Lead, Contact, Opportunity, Quote, Order and Invoice entity. https://nishantrana.me/2020/02/13/save-and-email-pdf-options-added-to-dynamics-365-sales-2020-release-wave-1-plan/ This has been extended to the custom…
AI suggestions for similar knowledge articles and cases in Dynamics 365 – 2020 Release Wave 2
The AI suggested knowledge articles and similar cases capabilities have been added in the Customer Service workspace to help the agents in faster resolution of the cases. Check…
Email file attachment enhancements in Dynamics 365 – 2020 Release wave 2
Let us look at the changes that have been introduced in 2020 Release wave 2, with regards to the file attachments in Email. Enable early access to 2020 release…