Restarting the Portal
Jul07

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...

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Hide “Register using an External Account” section in D365 Portal Login Page
Jul07

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...

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Hide the “Redeem Invitation” option in D365 Portal Login Page.
Jul07

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...

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Hide the Search Option on the D365 Portal Navigation Bar.
Jul07

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...

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Hide the “New Registration” option in D365 Portal Login Page.
Jul07

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...

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Dynamics 365 Portals Tips & Tricks
Jul07

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...

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TeleSign SMS Integration to D365 using Microsoft Flow
Mar29

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...

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Solution History  – Dynamics 365 Vs XRM TookBox
Feb11

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...

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Update Currency Data in D365 CE using Microsoft Flow
Nov20

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...

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SMS Integration to Dynamics CE using Flow
Oct01

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...

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Customer 360 – V2.0 (embedding PowerApps in D365 CE)
Aug16

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 (

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Respond to D365 Emails Automatically using LUIS
Jul17

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...

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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...

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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...

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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...

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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...

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Language Translation for D365 CE using Microsoft Flow & Azure Cognitive Services
May29

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,...

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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...

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Sending agreements from D365 using Adobe Sign
May16

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...

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Agreement Preparation in Adobe Sign using D365
May16

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...

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Getting Started with Connected Field Services
May14

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...

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Installation and Setup of Adobe Sign in D365
May14

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...

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