Microsoft –Lobe & Power Platform Better together
Couple of months ago I did a post on this awesome low-code Ai too called Microsoft Lobe . I liked the too so much I wish it could integrate with the Power Platform . In December last year that wish ca…(read more) Continue Reading Sahan Wijayasekera’s Article on their blog https://community.dynamics.com/crm/b/d365blogger/posts/microsoft-lobe-power-platform-better-together Blog Syndicated with Sahan Wijayasekera’s...
Build your first machine learning model in minutes.
I always come across great Apps from Microsoft that makes our lives easy. Ai is a complex space to learn . But with Lobe any one who doesn’t even have a prior knowledge or experience can build …(read more) Continue Reading Sahan Wijayasekera’s Article on their blog Build your first machine learning model in minutes. I always come across great Apps from Microsoft that makes our lives easy. Ai is a complex space to...
Tip #3 : Booking your Appointments easily in Microsoft Outlook Calendar
This tip is on Outlook!!!!!! Lets take a look at an easy way to search for dates when booking your Outlook Appointments. Did you know you can search for dates right within the Outlook Appointment ???? …(read more) Continue Reading Sahan Wijayasekera’s Article on their blog Tip #3 : Booking your Appointments easily in Microsoft Outlook Calendar This tip is on Outlook!!!!!! Lets take a look at an easy way to search for dates...
Tip #2 : Setting up Out Of Office Notifications from Microsoft Teams
Going to Microsoft Outlook to setup your Out of Office Notifications was a thing on the past !!! . You can now set your Out of Office notifications right within Microsoft Teams and have it sync with Outlook… (read more) Continue Reading Sahan Wijayasekera’s Article on their blog Tip #2 : Setting up Out Of Office Notifications from Microsoft Teams Going to Microsoft Outlook to setup your Out of Office Notifications...
Tip #1 : Sharing Emails from Outlook to Teams
Microsoft Teams is getting better and better every day. It is introducing a lot of functionality to improve our day-to-day productivity. One the key highlights of Microsoft Teams is how well it integrates… (read more) Continue Reading Sahan Wijayasekera’s Article on their blog Tip #1 : Sharing Emails from Outlook to Teams Microsoft Teams is getting better and better every day. It is introducing a lot of functionality to...
Calendar view for booking work orders
Did you know that as a part of the 2020 Wave 2 Update , Bookable Resource Bookings can now be displayed as a Calendar view ? The answer is Yes !!!!! When you get the 2020 Wave 2 Update you get the ability… (read more) Continue Reading Sahan Wijayasekera’s Article on their blog Calendar view for booking work orders Did you know that as a part of the 2020 Wave 2 Update , Bookable Resource Bookings can now be displayed as a...
D365 Field Services Inspections – Tips and Tricks
I have been a big fan of the D365 Field Services Inspections from day 1 , it is a great way to easily answer a list of questions as a digital form when technicians need to when they do customer work…. (read more) Continue Reading Sahan Wijayasekera’s Article on their blog D365 Field Services Inspections – Tips and Tricks I have been a big fan of the D365 Field Services Inspections from day 1 , it is a great way...
Schedule Board is now a PCF component !!!!!!
Did you know the Schedule Board in D365 is now a PCF components? A The answer to that is Yes!!!!!. Microsoft have introduced the new Schedule Board PCF component that can be added to any entity which… (read more) Continue Reading Sahan Wijayasekera’s Article on their blog Schedule Board is now a PCF component !!!!!! Did you know the Schedule Board in D365 is now a PCF components? A The answer to that is...
Introduction to Microsoft Bookings
What we are going to look at today is an App within Microsoft 365 that will make scheduling and managing appointments a breeze . The App provides a web-based booking calendar and integrates with Outlook… (read more) Continue Reading Sahan Wijayasekera’s Article on their blog Introduction to Microsoft Bookings What we are going to look at today is an App within Microsoft 365 that will make scheduling and managing...
Let’s Blink with the MXChip – Part 2
So in my previous post, I showed you how to create a Demo using the MX Chip connected with a Fan. In this article lets look at how we can modify the MX Chip code so that when a command is sent from the… (read more) Continue Reading Sahan Wijayasekera’s Article on their blog Let’s Blink with the MXChip – Part 2 So in my previous post, I showed you how to create a Demo using the MX Chip connected with a Fan. In...
Fix your Typos fast in Microsoft Teams
So, if you are using Microsoft Teams heavily these days and if you are like me who make a fair bit of Typos when I chat in Teams, then this tip is for you. Often when we type in Microsoft Teams we… (read more) Continue Reading Sahan Wijayasekera’s Article on their blog Fix your Typos fast in Microsoft Teams So, if you are using Microsoft Teams heavily these days and if you are like me who make a fair bit of Typos when I...
Tip 3: Fix your Typos fast in Microsoft Teams
So, if you are using Microsoft Teams heavily these days and if you are like me who make a fair bit of Typos when I chat in Teams, then this tip is for you. Often when we type in Microsoft Teams we…(read more) Continue Reading Sahan Wijayasekera’s Article on their blog Tip 3: Fix your Typos fast in Microsoft Teams So, if you are using Microsoft Teams heavily these days and if you are like me who make a fair bit of Typos...
Tip 2: Microsoft Teams Sharing Options
So when it comes sharing a PowerPoint Presentation as a part of our teams meeting, the usual approach we take is, the PowerPoint Presentation is locally stored in our PC and we will open it and start…(read more) Continue Reading Sahan Wijayasekera’s Article on their blog Tip 2: Microsoft Teams Sharing Options So when it comes sharing a PowerPoint Presentation as a part of our teams meeting, the usual approach we take is,...
Tip 1: Operating Multiple Sessions of Microsoft Teams
With current global pandemic, I have been working from home for the last few weeks and I have been using Microsoft Teams heavily than usual. I have to admit, the more I use Microsoft Teams the more I fall… (read more) Continue Reading Sahan Wijayasekera’s Article on their blog Tip 1: Operating Multiple Sessions of Microsoft Teams With current global pandemic, I have been working from home for the last few weeks and I have...
Operating Multiple Sessions of Microsoft Teams
With current global pandemic, I have been working from home for the last few weeks and I have been using Microsoft Teams heavily than usual. I have to admit, the more I use Microsoft Teams the more I…(read more) Continue Reading Sahan Wijayasekera’s Article on their blog Operating Multiple Sessions of Microsoft Teams With current global pandemic, I have been working from home for the last few weeks and I have been using...
The Fan Project!
For the past few weeks, I have been writing a few articles on Azure IoT Central. The purpose of all of those articles was to ultimately build a Demo project like what I am going to cover in this article…(read more) Continue Reading Sahan Wijayasekera’s Article on their blog The Fan Project! For the past few weeks, I have been writing a few articles on Azure IoT Central. The purpose of all of those articles was to...
Integrating Smart Bulbs with D365 using Power Automate
Power Automate provides some great connectors to various platforms and what I am going to showcase in my below video is a really cool connector that you can use the trigger smart home bulbs. …(read more) Continue Reading Sahan Wijayasekera’s Article on their blog Integrating Smart Bulbs with D365 using Power Automate Power Automate provides some great connectors to various platforms and what I am going to showcase in my...
Let’s Blink with the MXChip
Introduction In my previous two articles, I covered how to connect the MXChip Dev-Kit to Azure IoT Central and how to create Alerts in Azure IoT Central. If you haven’t gone through them yet, you…(read more) Continue Reading Sahan Wijayasekera’s Article on their blog Let’s Blink with the MXChip Introduction In my previous two articles, I covered how to connect the MXChip Dev-Kit to Azure IoT Central and how to create...
Creating an Alert in Azure IoT Central
Introduction I covered on how to connect an MXChip Devkit to Azure IoT Central and if you haven’t gone through that article you can have a look at it here In this article, we will look at setting…(read more) Continue Reading Sahan Wijayasekera’s Article on their blog Creating an Alert in Azure IoT Central Introduction I covered on how to connect an MXChip Devkit to Azure IoT Central and if you haven’t gone through...
Getting Started with Azure IoT Central – Connecting the MX Chip
Introduction I have been working with Azure IoT Central for the past few months and I am going to share my experience and learnings through a series of blogs. So let’s get started with the first…(read more) Continue Reading Sahan Wijayasekera’s Article on their blog Getting Started with Azure IoT Central – Connecting the MX Chip Introduction I have been working with Azure IoT Central for the past few months and I am...
Change Dynamics 365 Portal Banner
Often when we update the portal to match the Customer’s branding , one of the primary requirements we come across is the ability to change the out of the box banner . In this article I am going show how…(read more) Continue Reading Sahan Wijayasekera’s Article on their blog Change Dynamics 365 Portal Banner Often when we update the portal to match the Customer’s branding , one of the primary requirements we come...
Adding a Carousel Banner to Microsoft Portals
In my previous article I provided the steps to change the out of the box Portal Banner. But, what if you want to take this a step further and add a carousel banner to the Portal ? In this article I am…(read more) Continue Reading Sahan Wijayasekera’s Article on their blog Adding a Carousel Banner to Microsoft Portals In my previous article I provided the steps to change the out of the box Portal Banner. But, what if...
Restarting the Portal
Often when we do changes in Microsoft Portals we need to restart the portal to see the changes take effect. In this article I am going to provide the steps on how to restart the portal. Restarting…(read more) Continue Reading Sahan Wijayasekera’s Article on their blog Restarting the Portal Often when we do changes in Microsoft Portals we need to restart the portal to see the changes take effect. In this article I am going...
Hide “Register using an External Account” section in D365 Portal Login Page
In this article I am going to show the steps to Hide “Register using an External Account” section and the “Azure AD” button in Microsoft Portal Login Page. Step 1 : Navigate to the Dynamics…(read more) Continue Reading Sahan Wijayasekera’s Article on their blog Hide “Register using an External Account” section in D365 Portal Login Page In this article I am going to show the steps to Hide “Register using...
Hide the “Redeem Invitation” option in D365 Portal Login Page.
In this article I am going to show the steps to Hide “Redeem Invitation” option in Microsoft Portal Login Page. Step 1 : Navigate to the Dynamics 365 Portals App Step 2 : Goto the “Site…(read more) Continue Reading Sahan Wijayasekera’s Article on their blog Hide the “Redeem Invitation” option in D365 Portal Login Page. In this article I am going to show the steps to Hide “Redeem Invitation” option...
Hide the Search Option on the D365 Portal Navigation Bar.
In this article I am going to show the steps to hide the Search Option on the Microsoft Portal Navigation Bar. Step 1 : Navigate to the Dynamics 365 Portals App Step 2 : Goto the …(read more) Continue Reading Sahan Wijayasekera’s Article on their blog Hide the Search Option on the D365 Portal Navigation Bar. In this article I am going to show the steps to hide the Search Option on the Microsoft Portal Navigation Bar. Step...
Hide the “New Registration” option in D365 Portal Login Page.
In this article I am going to show the steps to Hide the new Registration Option in Microsoft Portal Login Page. Step 1 : Navigate to the Dynamics 365 Portals App Step 2 : Goto the…(read more) Continue Reading Sahan Wijayasekera’s Article on their blog Hide the “New Registration” option in D365 Portal Login Page. In this article I am going to show the steps to Hide the new Registration Option in Microsoft...
Dynamics 365 Portals Tips & Tricks
Recently I started working with Dynamics 365 Portals on a personal project. With this article I would like to share some of the quick Tips and Tricks I learnt while configuring the Portal. Topics…(read more) Continue Reading Sahan Wijayasekera’s Article on their blog Dynamics 365 Portals Tips & Tricks Recently I started working with Dynamics 365 Portals on a personal project. With this article I would like to share...
TeleSign SMS Integration to D365 using Microsoft Flow
Introduction SMS integration is a requirement we come across every now and then in our D365 Consulting work. With the introduction of Microsoft Flow, SMS integration to Dynamics 365 has become a quick and easy task. What I am going to cover in this article is on how we can integrate Dynamics 365 to the TeleSign SMS gateway using Microsoft Flow. The process is very simple as… Continue Reading Sahan Wijayasekera’s Article...
Solution History – Dynamics 365 Vs XRM TookBox
One of the biggest pain points of maintaining a Dynamics 365 CE Dev, Test or a Prod instance is a way to keep track of what solutions have been imported vs exported. To get around this issue we had a…(read more) Continue Reading Sahan Wijayasekera’s Article on their blog Solution History – Dynamics 365 Vs XRM TookBox One of the biggest pain points of maintaining a Dynamics 365 CE Dev, Test or a Prod instance is a...
Update Currency Data in D365 CE using Microsoft Flow
Introduction External data can be integrated with Dynamics 365 CE in multiple ways . Some of the common approaches are by using a middleware such as Logic Apps or Scribe or by building a custom solution…(read more) Continue Reading Sahan Wijayasekera’s Article on their blog Update Currency Data in D365 CE using Microsoft Flow – Microsoft Dynamics CRM Community Introduction External data can be integrated with...
SMS Integration to Dynamics CE using Flow
Providing the ability to send SMS messages from Dynamics CE is a common requirement we come across in our projects . With the introduction of Microsoft Flow this requirement can be easily built with a few steps. In this article we are going to look at how we can integrate SMS functionality to Dynamics CE using Microsoft Flow . In this example I am using Twilio as SMS service provider …. Continue Reading Sahan...
Customer 360 – V2.0 (embedding PowerApps in D365 CE)
Having the customer data presented in a meaningful , logical and a summarised view is a key requirement for Customer Service Representatives when using CRM. When the CSR is on a call with the Customer they need a 360 view of the customer data so it makes it easy for them to understand the customer and address their needs . I have done a previous post on how to embed PowerApps into D365 CE (
Respond to D365 Emails Automatically using LUIS
When ever I visit organisations who record their Orders or Cases in D365 CE , I often here about this situation where their Customer Services department gets overloaded with email queries from their Customers regarding the Order or Case details such as status updates . If it is a seasonally time like Christmas and online orders are stored in D365 , I have seen organisations receive upto 3000… Continue Reading Sahan...
Customer 360 using PowerApps and D365
Recently I have come across a lot of posts on how to embed PowerApps into Dynamics 365 CE forms. Reading through those articles made me re imagining a solution we build back in the day using using HTML and CSS in CRM. Below are few of the Posts that became very useful to me during building this solution . What I have described is one way of doing the solution , but there can be many other… Continue Reading Sahan...
Email CRM Data using Microsoft Flow
This is another requirement I come across often in my day to day consulting work . Customers want the ability to email a CRM Report on a specified schedule . The report can be a list of Neglected Cases , Opportunities or Leads Created for the week etc. What we are going to look at today is a way we can handle this sort of a requirement using Microsoft Flow and the Excel, Onedrive and… Continue Reading Sahan Wijayasekera’s...
Multi-Staged Approval Workflow using D365 + Microsoft Flow
We often come across the requirement, where the customer needs do a multi-staged approval workflow in D365 Customer Engagement . The approval can be for an Opportunity , to convert a Lead or even for approving a Document. Back in the day we used to handle these sort of requirements using Custom Workflows. Today we are going to look at how we can build a solution using Microsoft Flow and you… Continue Reading Sahan...
Language Translation for D365 CE using Microsoft Flow & Azure Cognitive Services
Introduction Since the introduction of Azure Services, Microsoft Flow, PowerApps etc, there has been a significant shift in the life of a D365 Consultant when it comes to engineering D365 solutions…(read more) Continue Reading Sahan Wijayasekera’s Article on their blog Language Translation for D365 CE using Microsoft Flow & Azure Cognitive Services Introduction Since the introduction of Azure Services, Microsoft Flow,...
Language Translation for D365 CE using Microsoft Flow & Azure Cognitive Services
Since the introduction of Azure Services, Microsoft Flow, PowerApps etc, there has been a significant shift in the life of a D365 Consultant when it comes to engineering D365 solutions. The application integration capabilities that Microsoft Flow provides to D365 opens so many possibilities. Also, the rich functionality that Azure Cognitive Services bring , enable consultants to build great… Continue Reading Sahan...
Managing Azure Subscriptions when working with D365 Trial Instances
What I am going to cover today is a common scenario I come across when working on D365 CE trial instances for my customer demos or pre-sales work .I usually create a 30day trial if I have to do a Demo on D365 CE to a customer and as part of the demo I will also demonstrate some of the cool Azure functionality that is available for D365 CE e.g. D365 Data Export Service , Interpretation to… Continue Reading Sahan...
Sending agreements from D365 using Adobe Sign
Now that you have installed and Configured Adobe Sign , lets look at how to use it. In D365 CE I am going to navigate to a Contact Record and I am going choose the “Send for Signature” Menu item. On the menu I will get the option to select an “existing” agreement or a “New Agreement” For this example I am going to select an existing agreement “NDA Agreement” and because I have… Continue Reading Sahan Wijayasekera’s Article...
Agreement Preparation in Adobe Sign using D365
Using Adobe Sign in the Dynamics environment, users have the ability to create agreement templates that can pre-configure agreement fields, attach files, and associated that agreement to relevant data mapping. Before we get started with prepare ring agreement Templates we need to first set up the Data Mapping. Data Mapping enables user to produce accurate Agreements with inserting the correct… Continue Reading Sahan...
Getting Started with Connected Field Services
For those who attended the D365 Saturday Bootcamp sessions in Melbourne and Sydney Australia, we had a great session by Ben Vollmer on Connected Field Services. The sessions really showed how we can integrate D365 with IOT devices using the Azure IOT hub. I would like to dedicate this article for those who couldn’t make it to our Bootcamp , but still would like to get started with Connected… Continue Reading Sahan...
Installation and Setup of Adobe Sign in D365
I recently provisioned a D365 CE instance on Demo Builder and I noticed there is a new solution that was installed called “Adobe Sign” . l looked into the solution a bit more and I thought of writing a blog on how it works. So, first of all what is Adobe Sign? Adobe Sign (formerly Adobe EchoSign) is a Product offering by Adobe for securely signing and managing documents. We now have a… Continue Reading Sahan Wijayasekera’s...