An enhanced experience for creating Email templates
Introduction In this blog, we will focus on the enhancements for creating an Email Template. With the help of Email Templates, users can send repetitive and recurring emails to multiple customers which saves time. This feature provides an advanced Design canvas and layouts which are responsive and can get adapted to any screen size to create a Customized Email Template. To have access to this feature, it is necessary to enable it in...
Fixed – Unable to add record type ‘Lead’. It is invalid to create component msdyn_decisioncontract with the same export value as an existing component in Unified Routing (Dynamics 365)
Recently while trying to enable Unified Routing on Lead table/ entity we got the below error. “Unable to add record type ‘Lead’. It is invalid to create component msdyn_decisioncontract with the same export value as an existing component“ The issue was that the we forgot to enable the unified routing on lead before migrating lead related … Continue reading “Fixed – Unable to add record type…...
Send Survey from Dynamics 365 apps using Customer Voice
Feedback is a gift and managing feedback from customers / vendors / employees is crucial for every organization. I have written earlier about measuring customer experience. This blog is about the new enhancement to Dynamics 365 Customer Voice. Now you can send a Survey directly from Dynamics 365 apps like Sales or Customer Service. About Customer Voice – Dynamics 365 Customer Voice is an… Continue Reading MihirCRM’s...
Serenic Navigator Case Study: The Global Alliance for Improved Nutrition (GAIN)
Serenic Software published a new case study on how the Global Alliance for Improved Nutrition (GAIN) uses Serenic Navigator accounting software to support its mission of improving nutrition around the world. GAIN makes extensive use of many Serenic Navigator features such as budget plans and budget ledger. GAIN can define sub-plans, track the progress and status of multiple budgets… Continue Reading noreply@blogger.com...
Contact Timeline Adjustments Including D365 Marketing Interactions
One of the most valuable aspects of using Dynamics 365 Marketing is the ability for all users, no matter what area of the business they work in, to be able to see what interactions have occurred for a Contact. The Timeline control has been around for AGES, but for some reason isn’t often utilised as much as it should be. If a Customer Service Representative is about to call someone about a… Continue Reading Megan V....
Dataverse results inside Microsoft Search in Office, SharePoint, Bing
How to include Dynamics 365 data inside the Microsoft Search UI. What limitations does the free service have & how does it compare to in-app Dataverse search? Continue reading Dataverse results inside Microsoft Search in Office, SharePoint, Bing at Jukka Niiranen. Continue Reading Jukka Niiranen’s Article on their blog Dataverse results inside Microsoft Search in Office, SharePoint, Bing – Jukka Niiranen Whether you...
Adding custom fields to Opportunity Close form in Dynamics 365 CRM
Here’s how you can add Custom Fields to the Opportunity Close form in Dynamics 365 Sales Hub. Continue Reading priyeshwagh777’s Article on their blog https://d365demystified.com/2022/06/26/adding-custom-fields-to-opportunity-close-form-in-dynamics-365-crm/ Blog Syndicated with priyeshwagh777’s Permission
Mat Batterbee on The Oops Factor
Finding out from Mat as to how he got into social media creation, his time in Army training, and how the challenges along the way have taken him to where he is now! If you’d like to come appear on the show, please sign up at http://bit.ly/2NqP5PV – I’d love to have you on it! Click here to take a look at the other videos that are available to watch. The post Mat Batterbee on The… Continue Reading...
![[Model-driven apps – Virtual Tables] How to resolve the AAD User’s lookup issue in MDA forms before Microsoft’s fix?](https://i0.wp.com/365community.online/wp-content/uploads/2022/06/Model-driven-apps-–-Virtual-Tables-How-to-resolve-the-AAD.png?resize=240%2C240&ssl=1)
[Model-driven apps – Virtual Tables] How to resolve the AAD User’s lookup issue in MDA forms before Microsoft’s fix?
Microsoft has recently introduced a virtual table called AAD User. This table allows to retrieve any user in an organization’s Azure Active Directory. This feature is available on all environments, no action is required to use it. One possibility is to create lookup columns of type AAD User. This will allow to create relationships between a Dataverse record and a user that is part of the… Continue Reading Mehdi El Amri’s...
Power Platform coding with Intellisense & Insights using Kupp code analytics
In today’s blog, I am going to discuss a very powerful and productive visual studio extension called Kupp code analytics. Kupp Code Analytics (KCA) is a Visual Studio extension that empowers Microsoft Power Platform and Dynamics 365 developers with code assistants and workflow insights. KCA speeds up the development process by providing IntelliSense for specific components such as… Continue Reading Rehan...
Easily transform your visual design into Canvas App in Power Apps
Introduction In the recent release, we have a new function called “Image” in the Create app feature of Power Apps using which it’s now possible to create a Canvas app by just uploading an image of an app or form. Also, it will help app-makers to easily turn their designs or sketches into working apps in a few steps. Now let’s see how it works! First – Where will I get this option? Go to https://make.powerapps.com/ Click...
Event Registrations & Real-time Marketing Journeys
Online events are a big part of marketing. Ideally your customers sign up to gain more insights from you as subject matter experts, and new prospects register because they are interested in your products or services and want to hear what you have to say. Win/Win! D365 Marketing provides an Event planning and management area to set up your webinars (or in-person events) and use Microsoft Teams… Continue Reading Megan V....
How to – Force User Sync– Power Platform / Dynamics 365
Suppose you have added a user in Microsoft 365 Admin Center and assigned the required license to access Dynamics 365 Apps / added to the appropriate security group (if used) of the environment also. You log in to CRM and the user still doesn’t appear there. We see the sample user and not the sample … Continue reading “How to – Force User Sync– Power Platform /… Continue Reading Nishant Rana’s...
Power BI — Finding the average time between an unspecified number of events
Power BI — Finding the average time between an unspecified number of events Image by Microsoft Recently while developing a Power Bi report for a client I was asked to build a measure that displayed the average time a specific user took between each action in a list with no consistent size, e.g. a list of a customer’s purchases. This sounded like a fairly simple measure but after some… Continue Reading Daniel E Philpot’s...
Data import is not working in Dynamics CE Environment Online
Recently, I started importing an XML file in Dynamics CE Online environment using Out of the box IMPORT DATA, and found that the imported file Status Reason is Submitted, and it is not getting changed even after some time and the Data is also not loaded. and I have followed the below steps and resolved the issue. Step 1: Login to Power Platform Admin Center (PPAC) with your credentials. If you are using US...
Exploring sharing capabilities in Dynamics 365 CRM sales forecasting
Introduction: The sales forecasting feature in Dynamics 365 CRM provides the ability to your organization for predicting the revenue that can be generated in a given time frame. When configured correctly sales forecasting plays a key role while predicting the overall success of the organization. Recently, I was configuring sales forecast in Dynamics 365 trial 2022 wave1 enabled environment. There I came across many enhancements. And...
New Platform DLP Capabilities
DLP (or Data Leakage Prevention) is a very important capability in the Power Platform. With being able to bring together multiple data sources, both within the Microsoft technology stack as well as from other providers gives users amazing capabilities. However with such great capabilities comes great responsibility. Of course, we trust users to be able to make proper judgements as to how… Continue Reading thecrmninja’s...
Enhanced Email Template Editor(preview)
In this article I am discussing the enhanced email template editor which is part of 2022 Release Wave 1. This functionality has been in preview since May 1st and per the Microsoft docs site this will be rolled out as GA in July of 2022. (You can access the Microsoft Doc site and read about the preview and GA dates here.) As the title of the article already explains, thisRead More Continue Reading Dian Taylor’s Article on their...
Enhanced Email Template Editor(preview) – YouTube
Enhanced Email Template Editor(preview) In this video I am discussing the enhanced email template editor which is part of 2022 Release Wave 1. This functionality has been in preview since May 1st and per the Microsoft docs site this will be rolled out as GA in July of 2022. As the title of the article already explains, this feature give users a brand new experience when creating email templates in Dynamics 365. The new experience is a...
Send Password Reset To Contact Using Power Automate
Back at the start of 2019, I wrote a blog about how to set up and use the Forgotten Password Functionality for portals (Power Pages). Functionality exists for a portal that gives a Contact the ability to do a password reset when they have forgotten their password. This exists as a process (old school workflow) that’s an action which generates a unique link for the Contact and then sends it to… Continue Reading Megan V....
The Marketer’s Dilemma: 4 critical questions every marketer should ask
We understand that for chief marketing officers (CMOs) everywhere, it feels like a precarious time to be a marketer. COVID-19 has upended supply chains and inflation spikes have accelerated a wave of digital transformation across all aspects of busin…(read more) Continue Reading Emily He’s Article on their blog...
Create Rich Text format Single Line Text and Multiple Line Text fields in the PowerApps
Introduction: Microsoft keeps introducing new enhancements in every release. In previous release, we have seen that we can add Rich Text Editor Control on any multiple-line text field. Refer to this blog to know more about the Rich Text Editor Control and its use. In recent releases, Microsoft introduced Rich Text and Format for Single Line Text and Multiple Line Text fields in PowerApps. Now let’s see how we can create Single Line...
Subcontracting in Project Operations Lite – Part II
Tested on Project Operations on Dataverse version 4.43.0.119 In part I we looked at the basic concepts of subcontracting and how subcontracts are created. In this post, we’ll look at contract worker resource management so that we’ll learn how contract workers are booked to a project as subcontractors. The entire booking process isn’t very different from how user-based bookable resources are… Continue Reading...
Fixed – Resource not found for the segment in Power Automate
You might get this error while writing a flow – “Fixed – Resource not found for the segment – ‘GUID’“ The error was for the below field – Owner (lookup) To populate a lookup field, we need to specify the plural schema name of the entity /table, followed by the GUID – Both the option worked – Hope it helps.. Continue Reading Nishant Rana’s Article on their blog Fixed –...
Flows stuck in Waiting state | Concurrency control and Degree of Parallelism in a Power Automate
Here’s what it means when Flow runs are stuck in Waiting state. Continue Reading priyeshwagh777’s Article on their blog Flows stuck in Waiting state | Concurrency control and Degree of Parallelism in a Power Automate In case you are using Flows that triggers frequently and have steps in them your Flows to wait for a response, like Approvals. Blog Syndicated with priyeshwagh777’s...
How to Set Model-driven App Custom Table Icons in Dataverse
This post will explain how you can set the icon for a Microsoft Dataverse custom table (entity icon) in the Power Apps maker portal. When the custom tables are created for Dynamics 365 and model-driven app projects, updating the icon of the table is important because it is automatically assigned a puzzle piece 🧩 icon by default. The icon of the table will be displayed in the sitemap, as the… Continue Reading noreply@blogger.com...
Robin Rosengrün on The Oops Factor
Chatting to Robin to find out how he got to love mountain biking, a recent biking episode, & what happened when a last-minute finance app was deployed using SharePoint lists as the datasource! If you’d like to come appear on the show, please sign up at http://bit.ly/2NqP5PV – I’d love to have you on it! Click here to take a look at the other videos that are available to watch. The… Continue Reading...
Enable Administration Mode from Power Platform Admin Center
Introduction: In this blog, we will see how to enable Administration Mode from Power Platform Admin Center. Enabling the Administration Mode comes in handy while performing operational changes to the environment like copying a sandbox instance to the production. Previously, this setting was available from the Office 365 portal for sandbox instances. For more details, you can refer to this blog. Administration Mode can be enabled for...
![[Model-driven app – Custom Pages] How to fix the UserNotLoggedIn error when loading a custom page on the iOS native player?](https://i0.wp.com/365community.online/wp-content/uploads/2022/06/Model-driven-app-–-Custom-Pages-How-to-fix-the-UserNotLoggedIn.gif?resize=240%2C240&ssl=1)
[Model-driven app – Custom Pages] How to fix the UserNotLoggedIn error when loading a custom page on the iOS native player?
As you know, Model-driven apps can be used on different clients, like Android smartphones and tablets or iOS iPads and iPhones. Recently, I had the opportunity to test Custom pages with the Native player from Microsoft on Android and iOS. This worked perfectly on Android, but not on iOS. Indeed, an error message is displayed while loading the Custom Page. In the following demo, I have a… Continue Reading Mehdi El Amri’s...
Dynamics 365 – Conversation Intelligence 📞
I could write a long post with lots of screenshots from the Conversation Intelligence, but I will be linking to the Microsoft DOC’s article in this post. It is really well written and summarized pretty much everything that I would want to say. Docs Conversation Intelligence Instead I will show the product in action via YouTube A huge thank you to Kai Stenberg for making this… Continue Reading Thomas Sandsør’s Article...
11 Tips & Tricks In Model-driven Power Apps
I started on my Power Platform journey over a decade ago, and like many people just learning as I go, bumbling around and often figuring things out with luck or a lucky Google. I know there are many people who have started their journey in similar ways, or have come from Canvas Apps or other places and are just dipping their toe in the model-driven app world. This post will provide some tips… Continue Reading Megan V....
Customer Service Workspace – Presence Issue
Microsoft’s Omnichannel for Customer Service is fantastic … but if like me you have had a problem with the agent presence in the Customer Service Workspace app just spinning and spinning you might have a problem to resolve! When we load the customer service workspace app the first thing that happens is the agent’s presence is set. Whilst this happens, we see spinning timer. But occasionally… Continue Reading Neil...
D365PPUG Birmingham – Speaker Announcement June 22nd
Have you registered for our Dynamics 365 and Power Platform user group event on 22nd June in Birmingham? If not, I suggest you register ASAP. Our next Birmingham Dynamics 365 & Power Platform User Group meeting will be on Wednesday 26th Feb 2020 from 6:30 pm until 9:00 pm. Save this date in your diary! The Wesleyan has once again kindly agreed to host our event at Colmore Circus, Queensway,… Continue Reading Neil...
Add calculated columns to D365 Excel Templates
Most of you are probably familiar with the ability Dynamics 365 has for users to create Microsoft Excel templates in Dynamics 365. Excel templates in Dynamics 365 allows users to create pivot tables, pivot charts, etc so that Dynamics 365 data is pushed into the excel template, automatically populating the configured pivot tables and charts with just one click of a button. I feel these excel… Continue Reading Dian Taylor’s...
Add calculated columns to D365 Excel Templates – YouTube
Add calculated columns to D365 Excel Templates In this video I will show you how you can add calculated fields to an excel template for Dynamics 365. The calculated fields will automatically populate based on data from Dynamics 365. Related Article: https://d365goddess.com/add-calculated-columns-to-d365-excel-templates Blog: https://D365Goddess.com Twitter: https://twitter.com/D365Goddess LinkedIn:...
Using Outbound Subscription Centres In Real-time Marketing
I have written in the past about setting up your custom subscription centre as a marketing form that you can then embed in a page on your website. For me, I believe this is the best approach to make sure your customers, prospects, and website visitors have a seamless experience where all of your content is branded consistently. The other option is to create a marketing form and then add to a… Continue Reading Megan V....
Run as option in When a row is added, modified or deleted trigger – Power Automate
Let us see Run As option of When a row is added, modified or deleted trigger in action, to understand its behavior. Below is our example flow – it triggers when a field on the case is updated and then it updates the lead record. Here we have not specified any value for Run as … Continue reading “Run as option in When a row is added, modified or deleted trigger – Power Automate” Continue Reading Nishant...
Last post here was in 2019…what have you been up to?
In short: a lot that hasn’t involved posting here. I’ve missed it, but it hasn’t been a priority for a variety of reasons. FamilyThe family grew in 2018 so posting slowed in 2019. I ultimately made a call to step back from the blog. I 100% stand behind this decision.WorkDaily life at Microsoft includes so many channels of internal communications, including many Teams and Yammer groups. I’ve… Continue...
2022 June DC Chapter Meeting
A very sweet Happy Hour in Together Mode for the 2022 June DC Chapter Meeting! We are still learning throughout the summer! Last week, we had the 2022 June DC Chapter Meeting featuring Jenna McGee (LinkedIn) talking about how to build a Skills Matrix Style Power App. This tool allows her team to understand the skills of team members and find the correct skillset for every project. Jenna… Continue Reading Kylie Kiser’s...
Exploring additional filtering capabilities in Sales Forecasting
Introduction The sales forecasting feature of Dynamics 365 is useful for sellers and their managers to track the sales performance against Targets & Quotas. Recently when I was exploring the sales forecasting feature of Dynamics 365 in 2022 release wave1, I came across many enhancements in the forecast configuration. In the previous blog, we have already seen enhanced configuration steps for using sales forecasting in the...
Fixed – Flow client error returned with status code “Forbidden” and details – MissingAdequateQuotaPolicy, the user does not have a service plan adequate for the non-Standard connection in Power Automate
Recently one of the users reported this error while trying to Test a flow. Request to XRM API failed with error: ‘Message: Flow client error returned with status code “Forbidden” and details “{“error”:{“code”:”MissingAdequateQuotaPolicy”,”message”:”The user ‘8a47d139-662e-4b73-bca3-53a59e8bebeb’ does not have a service plan adequate for the...
Power Automate: Solution Cloud Flows in My Flows
Did you feel agitated to find a flow which you’ve created before? Not anymore as Solution cloud flows created by you are shown in the My Flows list. You can read more about it here. Continue Reading Zohaib Uddin Khan’s Article on their blog Power Automate: Solution Cloud Flows in My Flows Did you feel agitated to find a flow which you’ve created before? Not anymore as Solution cloud flows created by you are shown in...
Power Automate: make.powerautomate.com
Flow.microsoft.com is moving to make.powerautomate.com. It make sense. I believe aka.ms/flow is a better choice. Kindly make sure *.powerautomate.com is not blocked by your network. Continue Reading Zohaib Uddin Khan’s Article on their blog Power Automate: make.powerautomate.com Flow.microsoft.com is moving to make.powerautomate.com. It make sense. I believe aka.ms/flow is a better choice. Kindly make...
![[Step by Step] Dataverse | Connect Cloud flow with Service Principal (Application User)](https://i0.wp.com/365community.online/wp-content/uploads/2022/06/Step-by-Step-Dataverse-Connect-Cloud-flow-with-Service.png?resize=240%2C240&ssl=1)
[Step by Step] Dataverse | Connect Cloud flow with Service Principal (Application User)
Originally posted on Rajeev Pentyala – Microsoft Power Platform: By default, Cloud flow Dataverse connectors run under the Owner (i.e., User who created the flow) context. When the flows move to different environment via solutions, connectors run under the user account who imported the Solution. Making the flows run under interactive user accounts is not… Continue Reading Nishant Rana’s Article on their blog [Step by...
Add Post Configuration and Post Rule Configuration entities in D365 Sales Hub Settings
Here’s how you add the Post Config and Post Rule Config entities to D365 CRM Continue Reading priyeshwagh777’s Article on their blog Add Post Configuration and Post Rule Configuration entities in D365 Sales Hub Settings In case the Post Configuration (msdyn_postconfig) and Post Rule Configuration (msdyn_postruleconfig) are missing in your Sales Hub SiteMap, here’s how you can add them somewhere in the Settings area...
![Edit Settings SiteMap in classic Dynamics 365 CRM UI | [Quick Tip]](https://i0.wp.com/365community.online/wp-content/uploads/2022/06/Edit-Settings-SiteMap-in-classic-Dynamics-365-CRM-UI.png?resize=240%2C240&ssl=1)
Edit Settings SiteMap in classic Dynamics 365 CRM UI | [Quick Tip]
Here’s how you modify the classic Settings area in SiteMap Dynamics 365 CRM classic UI Continue Reading priyeshwagh777’s Article on their blog Edit Settings SiteMap in classic Dynamics 365 CRM UI | [Quick Tip] Here’s how you modify the classic Settings area in SiteMap Dynamics 365 CRM classic UI Blog Syndicated with priyeshwagh777’s...
Microsoft Entra
Microsoft has introduced a new product ‘Entra’ in the Identity & Access Management (IAM) space. And, interesting bit is Verified ID which I believe will replace Single Sign-On (SSO) in future for SaaS based solutions. You can read more about it here. Continue Reading Zohaib Uddin Khan’s Article on their blog Microsoft Entra Microsoft has introduced a new product ‘Entra’ in the Identity & Access...
Azure URL Shortener
Sending an SMS from D365 or Power Platform is quite common. SMS comes with a character limit of 160 characters and in case if we need to send lengthy URL in the SMS then we usually rely on URL shortners. Either we can buy 3rd party URL Shortner service or we can have our own. Yes, you read it! You can host your own URL Shortner on Azure. Read more about it here. Continue Reading Zohaib Uddin Khan’s Article on their blog Azure...
Difference between Power Pages & Power Apps Portal?
If you’re like me who is struggling to find out ‘What’s the difference between Power Pages & Power Apps Portal’? You can read more about it here. Continue Reading Zohaib Uddin Khan’s Article on their blog Difference between Power Pages & Power Apps Portal? If you’re like me who is struggling to find out ‘What’s the difference between Power Pages & Power Apps Portal’?...
PowerApps Make – New features
If you live & breathe PowerApps Maker (make.powerapps.com) then this week will be a joyful week for you as many new functionalities & UI/UX changes are getting roll-out for better productivity. Continue Reading Zohaib Uddin Khan’s Article on their blog PowerApps Make – New features If you live & breathe PowerApps Maker ( make.powerapps.com) then this week will be a joyful week for you as many new...