Advanced find URL
With Release Wave 2 2022, the old advanced find will be removed and the new advanced find experience will be its replacement. However, there are many old goats, like me out there that still want to use the old advanced find. I think one of the main advantages of the old advanced find is that it is not bound to the tables/entities of the specific app which makes it easy to have a look at things… Continue Reading gustaf’s...
Applying UCI styling to a FluentUI Dropdown Component
Here is the next post of the series in regards to styling of FluentUI controls to look native in the UCI interface. Today my post is dedicated to Dropdown control that is now called “Choice” in Dataverse. Let’s compare uncustomized and UCI controls side-by-side in both enabled and disabled states: As you might see there … The post Applying UCI styling to a FluentUI Dropdown Component… Continue Reading...
Create Custom APIs in Dynamics 365 CRM | Power Platform
Here’s how you can implement Custom API in Dynamics 365 CRM and use the API in external applications. Continue Reading priyeshwagh777’s Article on their blog Create Custom APIs in Dynamics 365 CRM | Power Platform Custom APIs in Dataverse is a great way to build your own API messages to encompass complex business operations into a single API. And Power Platform Admin Center provides a great way to keep things simple and...
![Check Metadata of your Dynamics 365 instance in the browser | [Quick Tip]](https://i0.wp.com/365community.online/wp-content/uploads/2022/09/Check-Metadata-of-your-Dynamics-365-instance-in-the-browser.png?resize=240%2C240&ssl=1)
Check Metadata of your Dynamics 365 instance in the browser | [Quick Tip]
Here’s how you can check the metadata of the Dynamics 365 CRM environment on your browser Continue Reading priyeshwagh777’s Article on their blog Check Metadata of your Dynamics 365 instance in the browser | [Quick Tip] If you are a newbie developer on Dynamics 365 Customer Engagement Applications / CRM, and you’ve been told to check metadata to verify if your customizations are in place or not, here’s how you...
Fiscal Year Settings in Dynamics 365 CRM
Here’s how you can set Fiscal Year settings in your Dynamics 365 CRM environment for viewing correct Sales data. Continue Reading priyeshwagh777’s Article on their blog Fiscal Year Settings in Dynamics 365 CRM You or your customers might be in different geographies which need their Sales cycle to follow their respective Fiscal Year (or Financial Year). Here’s how you setup Fiscal Year settings in your Dynamics 365...
How to overcome the issue of ‘clear fields value’ of Bulk Update command in Resco Mobile App
Resco Woodford has introduced a new feature in the latest release i.e., the Bulk Update option on the view which allows us to select multiple records and to perform Bulk Edit from the mobile app as well. Note: This feature is available in version 15.1 or later of the Woodford and Resco Mobile CRM App. Additionally “Field Service Mobile – Xamarin” is no longer available, so using the Resco Mobile CRM App, will require an...
Power Platform Conference 2022 Resources
This week I have been at the Power Platform Conference in Orlando, Florida and wanted to share some resources with my attendees. Check out the presentation decks below and feel free to reach out with any additional questions. Introduction to Security Here is the presentation I did on Dataverse Security. Keep in mind all these tips also apply to Dynamics 365 CE which is built on top… Continue Reading Kylie Kiser’s Article...
How to Enable the Modern Command Bar experience in the Canvas Apps?
In the Canvas Apps, will be having the below Command bar by default and Microsoft has released a Preview feature to enable the Modern Command bar. Follow the below steps to enable the Modern Command bar experience feature in the Canvas Apps. Prerequisite: How to create Microsoft Dynamics 365 CE Online 30 Days Trial Version? Step 1: Create a New Canvas App or Open an existing Canvas App. Step 2: Click on Settings. Step 3: Click on...
Transforming customer experiences with connected sales and marketing
In the customer experience (CX) game, the last best experience sets the bar for the next. Businesses that are successful at meeting and exceeding their customers' expectations are hearing glowing testimonials like:"This brand makes valuable …(read more) Continue Reading Jim Nakashima’s Article on their blog Microsoft Dynamics Community In the customer experience (CX) game, the last best experience sets the bar...
‘Setting’ as a solution component in Power Apps
Introduction In this blog, we have explained the Setting component of a solution and how to configure or edit the settings using the same. Earlier, this feature was not present in Power Apps, but it has been made available in the 2021 Wave 1 release. The setting component allows administrators or customizers to enable or disable any of the available features. Let us see how to set up the same. Setup Application administrators or...
![[Model-driven apps – Client Scripting] How to interact the client API with a PCF control in a form using the OnOutputChange event?](https://i0.wp.com/365community.online/wp-content/uploads/2022/09/Model-driven-apps-–-Client-Scripting-How-to-interact-the-client.png?resize=240%2C240&ssl=1)
[Model-driven apps – Client Scripting] How to interact the client API with a PCF control in a form using the OnOutputChange event?
In this blog, we will discover a new addition to the Client API. This event is the “OnOutputChange” that allows triggering a handler after a PCF control has notified the change of its outputs. This event is valid for controls that live in model-driven app forms. The use of this event creates communication between PCF controls and the Client API. Using this event enables us to solve several… Continue Reading Mehdi El...
GovCon Information Services: A List
Updated: 9/20/2022 I was not able to find a comprehensive list of companies that provide databases to government contractors to find potential opportunities, so I created this list. Many of these sources are reviewed here. This is a blog post which I will expand based on feedback from readers and additional research.FedBizOpps: FBO from the General Services Administration is the best known… Continue Reading noreply@blogger.com...
Formatting Section or Field Label as Bold/Italic in Model-driven App
In the form designer for Power Apps model-driven app (or Dynamics 365 app), there is no way to add some styling to the labels of the controls (field, tab, section, grid, etc.). But if you want to emphasise some of the words in your label, you can achieve some limited formatting by using the Unicode version of bold/italic characters. You may also add some emojis like emoji Meg. … Continue Reading Linn Zaw Win’s...
Applying UCI Styling to a FluentUI DatePicker component
Back in February, I had in plan to share the series of articles that were dedicated to the styling of FluentUI controls and making them look like the native UCI controls. I had a chance to compose the post about the styling of TextField. Unfortunately, my plans changed and I had no time to work … The post Applying UCI Styling to a FluentUI DatePicker component appeared first on Andrew… Continue Reading Andrew...
![[Power Apps – PowerFx] Let’s try to deep link a Power apps to WhatsApp and Ms Teams using Named Formulas](https://i0.wp.com/365community.online/wp-content/uploads/2022/09/Power-Apps-–-PowerFx-Lets-try-to-deep-link-a.png?resize=240%2C240&ssl=1)
[Power Apps – PowerFx] Let’s try to deep link a Power apps to WhatsApp and Ms Teams using Named Formulas
You will see in this blog how we can initiate a Ms Teams call or a Whastapp chat from a Canvas app. Also, we will use the new concept “Named Formulas” to implement this scenario. Of course, we don’t have to use named formulas to implement this use case, this will give a first overview and the different possibilities and limitations regarding Named Formulas. Scenario: For the… Continue Reading Mehdi El...
AI at the Zoo: Testing in the Wild
We have finally reached the end of the AI at the Zoo series and it’s time to start Testing in the Wild. In today’s post we will see some cute animal pictures and discuss how the app worked. Plus, some opportunities for improvement and next steps. Off to the Zoo We headed off to the Smithsonian National Zoo to test the app. Thankfully it was a bit cooler and rainy, so it was nice and… Continue Reading Kylie...
DynamicsCon Live 2022 Resources
Thank you to everyone who came out for DynamicsCon Live in San Antonio, TX. Here are resources from my presentations to keep the learning going! Introduction to AI Here is my slide deck from the Introduction to AI presentation. You can also find more information on this Power Tips post and my current AI at the Zoo series! DynamicsCon Live Introduction to AI in the Power Platform
AI at the Zoo: Designing the Power App
Let’s keep going in the AI at the Zoo series. We are up to Designing the Power App! In previous posts we have created the model in Lobe and exported it into our Power Platform environment. Today we will create the Dataverse Table and connect everything together with a Canvas Power App. Dataverse In Dataverse, create a new Table. I called mine Zoo Submissions. On this Table I added a text… Continue Reading Kylie...
Eswar Prakash on The Oops Factor
Talking to Eswar about his dual love of AI & music (some interesting correlations!), & covering what could happen with specific commands being used on a NON-Microsoft system… 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 Eswar… Continue Reading...
AI at the Zoo: Exporting Lobe AI Model
We are continuing the AI at the Zoo series. We walked through how to build the model yesterday so now we are going to export this model to the Power Platform. Your trial environment must be set up before following these steps. Export AI Model After training and testing your model, click on the Export tab to see our export options. Then you can click on Power Platform. After you click… Continue Reading Kylie Kiser’s Article...
Your mental battery and the power of living
You can’t escape tiredness only by resting. Living your life to its full potential is the ultimate energy source, yet it also consumes your mental energy. Continue reading Your mental battery and the power of living at Jukka Niiranen. Continue Reading Jukka Niiranen’s Article on their blog Your mental battery and the power of living – Jukka Niiranen Earlier this year I wrote about how I became tired. I used the...
AI at the Zoo: Building Lobe AI Model
Welcome back to the AI at the Zoo series, today we are talking through Building Lobe AI Model. In yesterday’s introduction post, we downloaded Lobe and set up our trial environment. The next step will be to launch Lobe and build a new model. Start Lobe After downloading and launching Lobe there will be a few welcome screens and information pages. < figcaption class=”wp-element-caption”>Next you can create a...
Execute Custom actions using sales insight cards (assistant V3) in D365 CE
Dynamics 365 Sales comes with a pre-defined set of Insight cards. These cards are divided into many categories. You can find more details with this doc. In addition to the pre-defined Insight cards, administrators can create custom insights cards using Power Automate FLOW if existing pre-defined cards don’t suit their requirements. Insight cards will help users to keep up to date with their work in Dynamics 365 Sales, letting us know...
Azure Cost Management —Cost Analysis
This is the second post on Azure Cost Management, the first post is Azure Cost Management — Report Creation. Photo by micheile dot com Before I start on my approach, I should point out that Azure does an excellent job of providing recommendations on cost saving. This can be found under Cost Management / Advisor Recommendations. You may have seen this appearing as a pop-up window when you… Continue Reading Mark Hartshorn’s...
Important changes (deprecations) coming in Power Apps and Power Automate
Listed down some of the important deprecations coming soon in Power Apps and Power Automate. Microsoft Dataverse (legacy) connector (CDS 2.0 connector) for Power Automate flows will be deprecated and replaced with another connector Microsoft Dataverse (legacy) connector (CDS 2.0 connector) for Azure Logic Apps will be deprecated and replaced with another connector Internet Explorer 11 support for Dynamics 365 and Microsoft Power...
AI at the Zoo: Introduction
Here I am on the Asia Trail at the Washington, DC Smithsonian National Zoo. Hubby asked if I wanted to go, and I was like yes and I will have an app ready to identify animals! I am kicking off a new AI at the Zoo Series! Those of you who have known me for a while know that I love animals (especially pandas) and also making silly apps with no purpose. Recently, I have been learning more… Continue Reading Kylie Kiser’s...
Power Apps Maker Portal new updates related to Environments
Recently created Dynamics CE 30 days trial version and observed the below changes related to Environment selection. Environments are divided into various categories. Click on Filter and choose the required options like Your role, Data platform and Environment type options and Click on Done to see the environments based on the selected filter. If you are using Dynamics 365 CE, you can check this feature using the below Power Apps Maker...
Steve has a Chat with Vahe Torossian
I had a chance to sneak up on Vahe Torossian, a Microsoft Corporate Vice President and the man in charge of Sales for Microsoft Business Applications. While Vahe has been with Microsoft for 30 years, many of you may not know him, so I wanted to fix that. Vahe is no ordinary Seller; he’s the “Top” guy who sets the sales strategy and motions for the entire global team. Vahe is also the… Continue Reading Steve Mordue MVP’s...
Custom Page – Opportunity Close Solution Download
Initially, I was just going to explore some possibilities with Custom Pages, but decided to make a solution out of it instead. This way you can just download the solution and do the required modifications for your project (GIPHY API key), and you are good to go I am really excited to hear your feedback after seeing/trying this out, and hopefully, I will be able to make it a lot better in… Continue Reading Thomas Sandsør’s...
How to use templates in pages – YouTube
How to use templates in pages You can design the templates and add the required widget that will be common for the pages. So, you will not require to design the same page layout for the different entities. The created templates can be used at the time of the creation of the pages. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter:...
How to enable note access for portal – YouTube
How to enable note access for portal Notes widget will let you offer chat view support to your customers. With this, your portal users can initiate a chat with you in case of support. Here is how you can enable chat support in your portal ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter: https://twitter.com/crmjetty/ #PortalXpand #CustomerPortal #CRMJetty...
How to configure Multi Step form – YouTube
How to configure Multi Step form You can display the Form content of any Entity step by step in the customer portal. You will get the “Enable Multi-Step From” option in the Form configuration. The portal users will get the Form with Multi-Step as per the configuration. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter: https://twitter.com/crmjetty/...
How to use existing CRM forms for portal – YouTube
How to use existing CRM forms for portal You can also get the ready-made ‘Form’ layouts that are configured from the CRM. You can select Existing CRM Fields for Add, Edit, or Detail page as per the Form type. You can add/remove the Fields as per your requirement. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter: https://twitter.com/crmjetty/ #PortalXpand...
How many types of different layouts can be set for form – YouTube
How many types of different layouts can be set for form You can design the portal layouts for the different entities to display into the customer portal. You can design & configure the layouts for Pages, Templates, Forms, Lists, and Menus. In this video you will learn how to set the layouts for Form. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter:...
Power Tips: Object Classification Model in the AI Builder
New content out now: Power Tips: Object Classification Model in the AI Builder! In this video, Heidi (LinkedIn, Twitter, Blog) and I talk about some cool Power Platform tools. Power Tips: Object Classification Model in the AI Builder Check out the following for more information: AI Builder Lobe Object Classification with Lobe I hope you try out these tools yourself! For… Continue Reading Kylie Kiser’s Article on their blog...
![[Model-driven apps] Deep link a MDA to open on a specific tab](https://i0.wp.com/365community.online/wp-content/uploads/2022/09/Model-driven-apps-Deep-link-a-MDA-to-open-on-a.png?resize=240%2C240&ssl=1)
[Model-driven apps] Deep link a MDA to open on a specific tab
have you ever needed to open a form with a focus on a tab or a section dynamically from a url ? This blog explains in detail an approach to implement this functionality. You’ll need a few lines of JS code, don’t worry the API client will do all the work for us. Scenario: We will use the Account table and the standard Account form. The goal is to automatically navigate to an “X” tab by… Continue Reading...
[Model-driven apps] Deep link a MDA to open on a specific form tab
Have you ever needed to open a form with a focus on a tab or a section dynamically from a url ? This blog explains in detail an approach to implement this functionality. You’ll need a few lines of JS code, don’t worry the API client will do all the work for us. Scenario: We will use the Account table and the standard Account form. The goal is to automatically navigate to an “X” tab by… Continue Reading...
Use Pre-Defined Dynamic text to personalize content in Real-Time Marketing
In this blog, we will see one of the features introduced in D365 Marketing. Marketing campaigns that include personalized messages can help achieve higher engagement rates. With a simple list of the most commonly used dynamic text, anyone can now personalize their content. Dynamic text (also known as a placeholder) automatically replaces the recipient’s details when the message is sent. Also, the team can share and create dynamic text...
How to delete a developer environment with Power Automate
If you only understand the first and the last part of the title, you should click the button below to learn more about the “Power Apps Developer Plan” that includes a free Dataverse for developer (and for makers or course). GOTO “Power Apps Developer Plan” page at Microsoft Normally Power Platform administrators can create, edit and delete Dataverse environments through the “Power… Continue Reading...
Send in-App Notification in model driven app from power automate.
Microsoft has introduced a new in-app notification feature which is now generally available as part of the 2022 Release Wave 1 for Dynamics 365.This app notification feature allows the model driven app to pop notifications for specific users . In-app notifications uses polling to retrieve notifications periodically when the app is running. New notification are retreived at start of the… Continue Reading Rehan Khan’s...
2022 September DC Chapter Meeting
This week we had the 2022 September DC Chapter Meeting featuring Rachel Irabor! This was a great meeting of the Washington, DC Power Platform User Group. Let’s talk about the takeaways. Great turnout for 2022 September DC Chapter Meeting. Lots of good discussion with these engaged folks! User Experience Rachel Irabor (LinkedIn, Twitter, Blog) talked to us about Users’ Experience in… Continue Reading Kylie...
Damien Bird on The Oops Factor
Talking to the community legend that’s Damien about his vegetable garden, how he got into gardening in the first place, and a sudden medical condition coming out of nowhere that has an impact on life moving forward 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… Continue Reading...
Steve has a Chat with Vahe
I had a chance to sneak up on Vahe Torossian, a Microsoft Corporate Vice President and the man in charge of Sales for Microsoft Business Applications. While Vahe has been with Microsoft for 30 years, many of you may not know him, so I wanted to fix that. Vahe is no ordinary Seller; he’s the “Top” guy who sets the sales strategy and motions for the entire global team. Vahe is also the guy who… Continue Reading...
How to create new form using form builder – YouTube
How to create new form using form builder Navigate to the Templates to design and create a generic template for the different pages. If the design and layout of the different entity pages are the same, you can create a template for the reusability of your layout design and widget. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter:...
How to create new form using form builder – YouTube
How to create new form using form builder You can create a Form for any other entity. By clicking on the + Create button, a popup will appear where you need to insert the ‘Title’ of the Form. Click on the Next button to design the layout. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter: https://twitter.com/crmjetty/ #PortalXpand #CustomerPortal #CRMJetty...
How to duplicate existing form – YouTube
How to duplicate existing form You will get all the created ‘Form’ records on the Form page. Among those, you can easily duplicate the existing list as per the requirement. Watch out for the video to know more. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter: https://twitter.com/crmjetty/ #PortalXpand #CustomerPortal #CRMJetty You will get all the created...
How to translate form in multi lanuguages – YouTube
How to translate form in multi lanuguages From the listing page of the ‘Form’ builder layouts, all the available languages will appear in the ‘Language’ column. Once you translate the form layout record from the listing page or the list layout edit page, it will take a few seconds to translate all the CRM content. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/...
How to duplicate existing list – YouTube
How to duplicate existing list You will get all the created ‘List’ records on the Listing page. Among those, you can easily duplicate the existing list as per the requirement. Watch out for the video to know more. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter: https://twitter.com/crmjetty/ #PortalXpand #CustomerPortal #CRMJetty You will get all the...
How to translate list in multi languages – YouTube
How to translate list in multi languages From the listing page of the ‘List’ builder records, all the available languages will appear in the Language column. Once you translate the list layout record from the listing page or the Page layout edit page, it will take a few seconds to translate all the CRM content. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/...
How to use existing CRM view in list – YouTube
How to use existing CRM view in list You can also get the ready-made ‘List view’ layout that is configured from the CRM. By selecting the Use Existing option, you will get all the ready List layouts (CRM Entity views). Here is how you can use the existing CRM View in the list. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter: https://twitter.com/crmjetty/...