Omnichannel for Customer Service – Grab / Pick Chats
Oct24

Omnichannel for Customer Service – Grab / Pick Chats

With Microsoft’s Omnichannel for Customer Service it will be common to use a push method to route your chats to the “best” agent . An alternative method of working is to show all agents all chats and someone “grab” (or cherry pick) their next chat. In this post I will look at how we configure this “pick” method for web chats. Spoiler alert … I admit I prefer the more typical push...

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Power Baseball League: Dynamics 365 Customer Voice with Megan V. Walker
Oct23

Power Baseball League: Dynamics 365 Customer Voice with Megan V. Walker

Just as hot dogs are essential to the enjoyment of baseball, so it is also essential to get data into your system. It is also beneficial to support multiple methods of data entry such as forms processing or typed forms. Similarly, it is acceptable to enjoy your hot dogs with whatever toppings you like or even as a veggie dog if you wish. Welcome back to the Power Baseball League. In… Continue Reading Kylie Kiser’s Article...

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Sharon Sumner on The Oops Factor
Oct23

Sharon Sumner on The Oops Factor

Finding out how Sharon loves being an early technology adopter, the challenges that it can bring, and her love of space rockets. Delving into details of what happened when an electric car ran out of battery. 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… Continue Reading...

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Dynamics HR + CDS
Oct23

Dynamics HR + CDS

This is not the average Dynamics CRM post, but I was challenged by Malin Martnes to see if we could integrate the competency part of of Dynamics HR with Customer Engagement. The reason we wanted to look into the matter was because we thought it would be really easy!!! Turns out we were wrong.. hehe The first thing we did was figuring out what tables were accessible in the CDS integration…. Continue Reading Thomas Sandsør’s...

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Check if records exist or don’t exist with Power Automate
Oct23

Check if records exist or don’t exist with Power Automate

One of the most common scenarios for businesses is to check if a record exists and if it exists do something, if not, do something else. You could check if the record exists and if it does, update it, if it doesn’t create it. I say it’s one of the most common scenarios because, not only do I use this all the time, but it’s actually the first Flow I created for a production environment. A… Continue Reading Matt...

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MB 600: Microsoft Dynamics 365 + Power Platform Solution Architect – Identify existing solutions and systems
Oct23

MB 600: Microsoft Dynamics 365 + Power Platform Solution Architect – Identify existing solutions and systems

I am currently preparing to take the Microsoft Dynamics 365 + Power Platform Solution Architect certification. Or “MB 600” for short! As I prepare I plan to write revision notes in this post I will cover “Identify existing solutions and systems”. The skills measured statement includes the following details. I will attempt to cover each of these statements in turn. Evaluate organization… Continue Reading...

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Auto update outgoing email subject with case title and case number in Dynamics365 CE
Oct22

Auto update outgoing email subject with case title and case number in Dynamics365 CE

Dynamics 365 unified service desk enables users to compose emails in a separate popup window. Every time an agent is composing an email within a case, he/she will have to manually update the email subject and append case number. This could cause errors as incorrect case numbers might get copied or else, agent may forget to append the case number at all. All these issues could be avoided by… Continue Reading Kaushal...

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Using the User Interface to your advantage with setFormNotification.
Oct22

Using the User Interface to your advantage with setFormNotification.

Welcome back to my third in the series of using the user interface to your advantage in model driven apps, if you have missed previous we have spoken about setNotification and addNotification so feel free to go and check them out. All our previous blog posts were field specific and you could perform actions on the fields directly on the form. As the name alludes to, setFormNotification… Continue Reading Matt’s Article on...

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Dynamics 365 Project Operations: Billing methods on project tasks
Oct22

Dynamics 365 Project Operations: Billing methods on project tasks

Tested on:Project Operations solution version 4.3.0.59 (UR 3), CE-only deployment The General Availability of Dynamics 365 Project Operations has introduced a long-awaited feature of billing and chargeability options for project tasks. As I’m writing this blog post, this feature is currently only available in a CE-only deployment however the integrated CE+F&O deployment will also receive… Continue Reading Antti...

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Enable additional language in CDS with Azure DevOps Pipelines
Oct22

Enable additional language in CDS with Azure DevOps Pipelines

In this blog post, you will learn how to enable additional languages in your CDS environment with Azure DevOps pipelines. This post can be considered the second post in a series of blog posts that talk about different approaches to solve challenges with Azure DevOps Pipelines that cannot be solved with the Power Platform Build Tools. The first blog post in that series explained how one… Continue Reading Benedikt’s Article...

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Replicate / Export Dynamics 365 (CDS) data – different options
Oct22

Replicate / Export Dynamics 365 (CDS) data – different options

The most common use case to export Dynamics 365 or Common Data Service data to an external database/datastore is to have more control over the data (without going through API route) with the ability to run analytics such as Power BI Reporting, Machine Learning, Data Warehousing, Integration, etc. For analytics, we can also use our … Continue reading “Replicate / Export Dynamics 365 (CDS) data… Continue Reading...

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Posts on Azure Data Factory
Oct21

Posts on Azure Data Factory

Posts on Azure Data Factory Continue Reading Nishant Rana’s Article on their blog Posts on Azure Data Factory Let us take a simple example where we will set up an Azure Data Factory instance and use Copy data activity to move data from the Azure SQL database to Dynamics 365. Login to Azure Portal. https://portal.azure.com Search for Data factories Create a new data factory instance Once the deployment is successful, click on Go...

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Azure Data Factory Data Flow vs SQL Stored Procedure Comparison
Oct21

Azure Data Factory Data Flow vs SQL Stored Procedure Comparison

Originally posted on dynamicscrmgirl: Recently I wrote about using Azure Data Factor (ADF) pipelines to migration test data into a target Dynamics 365 Customer Engagement environment (e.g. here). In this post I used SQL Stored Procedure to transform data. Someone asked me recently when I did not consider no-code ADF dataflow instead? This post explains… Continue Reading Nishant Rana’s Article on their blog Azure Data...

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What are the Different Ways to connect from Azure to On-Premise SQL Server?
Oct21

What are the Different Ways to connect from Azure to On-Premise SQL Server?

Originally posted on Microsoft Azure Articles..: Here I would like to list down the different ways to connect from Azure to On-Premise SQL Server. VPN We can create a site-to-site VPN for connecting from Azure to On-Premise.  Here the VPN device on Azure takes care of transmitting the request to the On-Premise network…. Continue Reading Nishant Rana’s Article on their blog What are the Different Ways to connect from Azure...

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MB 600: Microsoft Dynamics 365 + Power Platform Solution Architect – Identify organization information and metrics
Oct21

MB 600: Microsoft Dynamics 365 + Power Platform Solution Architect – Identify organization information and metrics

I am currently preparing to take the Microsoft Dynamics 365 + Power Platform Solution Architect certification. Or “MB 600” for short! As I prepare I plan to write revision notes in this post I will cover topics connected with the heading “Identify organization information and metrics”. The skills measured statement for MB 600 mentions the organisation’s business processes and risk factors…. Continue...

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D365UG “Birmingham” – Oct 28th Event Update
Oct21

D365UG “Birmingham” – Oct 28th Event Update

Our next D365UG will be on 28th October at 5pm. As is the norm these days it will be a virtual event meaning all Dynamics 365 fans can join. This time we are experimenting with our format …. continue reading to find out more. I have already mentioned that we plan to make the presentations shorter. As “just maybe” some people are getting a little weary attending long webinars! And how we’ll… Continue Reading...

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Power Automate & Cognito Forms
Oct21

Power Automate & Cognito Forms

Cognito Forms is one of the many platforms available for creating online forms. Cognito Forms is the only one I know of that has a Power Platform connector. I thought I might give it a whirl to see if I could create a form to capture data and use Power Automate to get the data […] The post Power Automate & Cognito Forms appeared first on Joe Gill. Continue Reading Joe Gill’s Article on their blog Power Automate |...

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Avoiding a Power Platform “Drive-By” using the Centre of Excellence Starter Kit
Oct21

Avoiding a Power Platform “Drive-By” using the Centre of Excellence Starter Kit

A few years ago, I wrote about ten different types of Dynamics 365 projects. One of these types of projects I referred to as a “drive-by”. A drive-by implementation is where someone, often a supplier, is interested in getting paid, and getting out as quickly as they can, leaving an implementation project to slowly fail. You might end up being the victim of a ‘drive-by’ through : Not… Continue Reading Brian Illand’s Article...

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AI Translation for Omnichannel
Oct20

AI Translation for Omnichannel

How to start off this post? I’ve been trying to work out how exactly I can express my excitement around this new feature for Omnichannel. Included in the Wave 2 2020 release, it’s just AMAZING. That, however, doesn’t give it true justice. So let’s see how I can describe it properly to give it due respect. Previously I’ve mentioned the ability to use skills within Omnichannel (see

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Remove ‘This Email has been blocked due to potentially harmful content.’ message in Dynamics 365 Emails | OrgDbSettings utility
Oct20

Remove ‘This Email has been blocked due to potentially harmful content.’ message in Dynamics 365 Emails | OrgDbSettings utility

It’s annoying to see this message on every email you Track in Dynamics 365 and just how it takes all the critical space on your timeline instead of showing you the actual email message.Let’s look at how we can disable it using OrgDbSettings tool. Note: I wouldn’t recommended to do these changes since we are looking to by-pass security flags dictated by Microsoft for your Org. However, if… Continue Reading...

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Escalating Cases in D365 Customer Service
Oct20

Escalating Cases in D365 Customer Service

If you or your organization is using Dynamics 365 Customer Service then you probably have the need to escalate cases. This functionality is something that can be easily build in the application. In this article I am doing to discuss how that can be done. I previously wrote an article about how to setup automatic case assignment which you can find here, and I am going to build the escalation

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Project Oakdale — Initial Impressions
Oct20

Project Oakdale — Initial Impressions

Project Oakdale — Initial Impressions OAKdale As you may have heard Project Oakdale entered public preview recently. Excited for this release, we’ve started exploring the potential to move some of our existing Power Apps over, which are used for things like our new joiner’s process and to communicate out events of interest. These apps currently store data in other sources, such as… Continue Reading Luke Phillips’s Article...

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MB 600: Microsoft Dynamics 365 + Power Platform Solution Architect – Project Life Cycle
Oct20

MB 600: Microsoft Dynamics 365 + Power Platform Solution Architect – Project Life Cycle

I am currently preparing to take the Microsoft Dynamics 365 + Power Platform Solution Architect certification. Or “MB 600” for short! As I prepare I plan to write revision notes in this post I will cover topics connected with the concept of a project life cycle. I don’t think the skills measured statement for the MB 600 explicitly mentions the concept of a project life cycle. But it does… Continue Reading Neil...

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Power Automate: “Set Variable” Action fails inside “Switch” Action
Oct20

Power Automate: “Set Variable” Action fails inside “Switch” Action

Originally posted on Ajit Patra: Recently, we were working on Power Automate where we were supposed to set a variable for further use based on the value of an option set field in an entity. We used Switch action and inside Case block we were trying to set the variable as shown below: While executing… Continue Reading Nishant Rana’s Article on their blog Power Automate: “Set Variable” Action fails inside...

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Omnichannel for Customer Service – reconnect with customers
Oct20

Omnichannel for Customer Service – reconnect with customers

Microsoft’s Omnichannel for Customer Service allows agents to chat with customers. Web chat is great but what if the customer is experiencing problems with their browser or laptop. After they restart the browser or laptop they’d need to start a new conversation with a new agent, right? Maybe not! As in this post I will explain how a customer can continue these chats with the same… Continue Reading Neil...

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Create Segments using Customer Insights and Execute with Dynamics 365 Marketing
Oct20

Create Segments using Customer Insights and Execute with Dynamics 365 Marketing

Originally posted on Virendra Agrawal's Blog: In my previous posts, I mentioned about how we can leverage Customer Insights build unique customer profiles, create measures / KPI and display the demographics in Dynamics 365 Apps using customer card add-in. To continue this series of posts on Customer Insights, let’s talk about what we can… Continue Reading Nishant Rana’s Article on their blog Create Segments using...

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Using KingswaySoft Azure Blob Storage component with Dynamics 365
Oct20

Using KingswaySoft Azure Blob Storage component with Dynamics 365

KingswaySoft provides 3 components specific to Azure Blog Storage Azure Blob Connection Manager Azure Blob Storage Source Azure Blob Storage Destination Check other blog posts on SSIS https://nishantrana.me/2020/10/16/ssis-kingswaysoft-and-dynamics-365/ Let us take a simple example where we are extracting reading contact data from Dynamics 365 CDS and saving it as a text file in … Continue… Continue Reading Nishant...

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The Perfect Requirements
Oct19

The Perfect Requirements

Continue Reading noreply@blogger.com (Dani Kahil)’s Article on their blog The Perfect Requirements If you enjoyed my article about “Dynamics 365 Customer Service – Conceptual Diagram”, here is an example that you can copy and adapt to your own Dynamics 365 Implementation. Use this diagram to get a shared understanding of the high-level features required by your system to meet your client requirements. Blog...

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Task Completion reminder using Flow Bot in Microsoft Teams | Power Automate
Oct19

Task Completion reminder using Flow Bot in Microsoft Teams | Power Automate

We can be a little creative and put Flow Bot to use in Power Automate’s Microsoft Teams connector! Let’s look at a use case where you can use it to make sure Task Reminders can be handled in a friendly way. An Open Task Let’s look at a typical Task in Dynamics – Let’s say there’s a Task set to Joe to have a meeting with Adam which looks like this in Dynamics.In this example, I’ll ask…...

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MB 600: Microsoft Dynamics 365 + Power Platform Solution Architect – Initiate solution planning
Oct19

MB 600: Microsoft Dynamics 365 + Power Platform Solution Architect – Initiate solution planning

I am currently preparing to take the Microsoft Dynamics 365 + Power Platform Solution Architect certification. Or “MB 600” for short! As I prepare I plan to write revision notes in this post I will cover everything connected with “Initiate solution planning”. Evaluate business requirements A key first step in evaluating business requirements will be “getting to know your customer”. You should…...

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Creating Actions Triggered by Satisfaction Metric Values in Customer Voice
Oct19

Creating Actions Triggered by Satisfaction Metric Values in Customer Voice

In another post, I provided an overview of how Satisfaction Metrics are set up and then captured on Surveys and Projects in Customer Voice. Once a survey response is submitted by a respondent, this creates a Customer Voice Survey Response record in the corresponding Common Data Service environment. If Satisfaction Metrics were set up for the survey, the type and values submitted for each… Continue Reading Megan V. Walker’s...

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Connect to Dynamics 365 through Script Component – SSIS
Oct19

Connect to Dynamics 365 through Script Component – SSIS

For complex data migration requirements, usually we’d be using 3rd party tools like KingswaySoft or Scribe, or Informatica as they already have components (connection, transformation, source, destination etc.) built for Dynamics 365 instead of building our own. Check other posts on data migration https://nishantrana.me/2020/10/16/ssis-kingswaysoft-and-dynamics-365/… Continue Reading Nishant Rana’s Article on their...

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Dynamics 365 October Wave 2 Event – 17th October 2020
Oct18

Dynamics 365 October Wave 2 Event – 17th October 2020

I had such a fun time taking part in the Dynamics 365 October Wave 2 virtual event yesterday. It was great to get together with other community members and to “ride the wave” of all the new features Microsoft are releasing to the Business Application suite of products this month. In particular, I enjoyed attending the following sessions: Marc Trotman’s crash course presentation on the Power… Continue Reading...

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Turn Teams On / Off at Org Level, provisioning users | M365 Admin Center Tip
Oct18

Turn Teams On / Off at Org Level, provisioning users | M365 Admin Center Tip

Here’s a tip you’ll probably need. You can quickly turn Teams On/Off at the Org level. Typically, if the Teams is not enabled at the Org Level, you’ll see this error messageif you click on the Enable Teams button, it’ll take you to this Microsoft Docs page – https://docs.microsoft.com/en-us/MicrosoftTeams/office-365-set-up?WT.mc_id=DX-MVP-5003911 Turn Teams On or Off at Org Level To… Continue...

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MB 600: Microsoft Dynamics 365 + Power Platform Solution Architect – Solution Architect’s Role
Oct18

MB 600: Microsoft Dynamics 365 + Power Platform Solution Architect – Solution Architect’s Role

I am currently preparing to take the Microsoft Dynamics 365 + Power Platform Solution Architect certification. Or “MB 600” for short! As I prepare I plan to write revision notes in this post I will discuss the Solution Architect’s role. Solution Architect’s Role Before we dive into solution planning it might be useful to consider the overall role of a solutions architect and what qualities… Continue...

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MB 600: Microsoft Dynamics 365 + Power Platform Solution Architect – Revision Guide
Oct17

MB 600: Microsoft Dynamics 365 + Power Platform Solution Architect – Revision Guide

I am currently preparing to take the Microsoft Dynamics 365 + Power Platform Solution Architect certification. Or “MB 600” for short! As I prepare I plan to write revision notes that I will publish. In this post you will find a collection of links to those posts. I do try and group my revision guides into posts that directly relate back to the skills measured statements. And I have tried to… Continue Reading Neil...

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MB 600: Microsoft Dynamics 365 + Power Platform Solution Architect – Introduction
Oct17

MB 600: Microsoft Dynamics 365 + Power Platform Solution Architect – Introduction

You might (like me) be about to start your revision for the MB 600 exam or you may just be reading this because you are considering taking a Microsoft certification. Either way lets begin by considering what the MB 600 is, who it is aimed at and why you might want to take the exam. What is the MB 600 exam? The MB 600 exam covers topics in three main areas; Perform solution envisioning and… Continue Reading Neil Parkhurst’s...

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SSIS (KingswaySoft)  and Dynamics 365
Oct16

SSIS (KingswaySoft) and Dynamics 365

SSIS (KingswaySoft) and Dynamics 365 Continue Reading Nishant Rana’s Article on their blog SSIS (KingswaySoft) and Dynamics 365 Recently while trying to use KingswaySoft’ s CRM Connection Manager in the Script Component we got the below error Turned out the issue was because of the wrong version of KingswaySoft.IntegrationToolkit.DynamicsCrm assembly being referred....

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Matt Beard on The Oops Factor
Oct16

Matt Beard on The Oops Factor

Chatting to Matt about how he got into poker to begin with in his university days (some decent studying of the theory!), & actually going to Vegas, as well as getting married there. Also touching on printing out lots of documents, and duplicate merging 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… Continue Reading...

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Power Baseball League: Forms Processing with Phil Topness
Oct16

Power Baseball League: Forms Processing with Phil Topness

I have already told you of my love for the Presidents (the mascot versions) so of course I love the portion of the baseball experience where they run around! It’s time to add another star player to the Power Baseball League line up – Phil Topness! We have invited Phil here to talk to us about using Forms Processing to get data into our system. We’ve already talked about how our… Continue Reading Kylie...

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How I implemented 1-click clock-in/out feature in the “Return to the workplace” PowerApp
Oct16

How I implemented 1-click clock-in/out feature in the “Return to the workplace” PowerApp

This is a challenging time for businesses as they are trying to operate under new health regulations/policies. Microsoft provides an all inclusive Power Apps solution free for businesses that they can use to effectively record, manage and monitor location readiness, employee health and facilities management. You can visit :

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Fixed – Unable to Login to Dynamics CRM or An unsecured or incorrectly secured fault was received from the other party. See the inner FaultException for the fault code and detail
Oct16

Fixed – Unable to Login to Dynamics CRM or An unsecured or incorrectly secured fault was received from the other party. See the inner FaultException for the fault code and detail

We might get below error while trying to consume Organization Service through the client application Unable to Login to Dynamics CRM An unsecured or incorrectly secured fault was received from the other party. See the inner FaultException for the fault code and detail. Chances are the Security Defaults are enabled on the account you are … Continue reading “Fixed – Unable to Login to Dynamics… Continue Reading...

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Microsoft Power Apps and Power Platform: Build Apps without Limits
Oct15

Microsoft Power Apps and Power Platform: Build Apps without Limits

 Microsoft is not only a leader in packaged software products for business productivity, operating systems and accounting, but also in providing the development platforms for creating custom solutions.   The Microsoft Power Platform is a family of products that are seeing rapid growth.  The Power Platform includes Power Apps, Power Automate, Power BI and Power Virtual agents.  It features… Continue...

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Using the User Interface to your advantage with addNotification.
Oct15

Using the User Interface to your advantage with addNotification.

Previously we spoke about using the setNotification feature from the javascript SDK in this blog post but today we are going to talk about something similar but subtly different. Today’s topic of discussion is addNotification. formContext.getControl(arg).addNotification(notification);Add a notification to a control sample code The previous setNotification did one thing – put a big… Continue Reading Matt’s...

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{Power Platform} Run Diagnostics against Dynamics 365 User
Oct15

{Power Platform} Run Diagnostics against Dynamics 365 User

Have you ever faced issue as why Dynamics CRM user not able to access CRM? To find out the answer to above question there is new capability available on Power Platform. Now you can run diagnostics against user to find out the basic details of an user in Dynamics CRM. Navigate to https://admin.powerplatform.microsoft.com/ and select… Continue reading {Power Platform} Run Diagnostics against… Continue Reading BIPIN...

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How to create Measures using Dynamics 365 Customer Insights
Oct14

How to create Measures using Dynamics 365 Customer Insights

Originally posted on Virendra Agrawal's Blog: In my previous post, we talked about ingesting the data from various sources with the help of different Dynamics Power Query Connectors and use this data to perform unification in Customer Insights and build a unique customer profile (Part 1 and Part 2). In continuation of the previous… Continue Reading Nishant Rana’s Article on their blog How to create Measures using...

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Join me at the Start Dev Change Virtual Conference – October 14-17th on You Tube.
Oct14

Join me at the Start Dev Change Virtual Conference – October 14-17th on You Tube.

The Microsoft Developer YouTube Channel https://startdevchange.com/ is having a virtual event  for beginners this week for Power Platform & Dynamics 365 Developers. Join me and other fellow MVPS as we help moderate and deliver content for the Dynamics Power Platform Community. Bring your questions, great opportunity to get help and learn. See you there! Continue Reading Christopher Cognetta’s Article on their blog Join me at...

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Now Available! New PowerApp AI Builder Capabilities
Oct14

Now Available! New PowerApp AI Builder Capabilities

I’m excited to share some new AI capabilities available from the AI Builder for PowerApps. Can’t wait to see how w can use these in the Real World! The following AI Builder features are becoming generally available on October 1st, 2020: Explicitly tag fields in form processing: The ability to tag fields that are not automatically detected by AI Builder is now generally available. This enables… Continue Reading...

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There are missing dependencies. Install the following solutions before installing this one: “Active” | Connection References missing in Power Platform Solution
Oct14

There are missing dependencies. Install the following solutions before installing this one: “Active” | Connection References missing in Power Platform Solution

While importing and Unmanaged Solution into another environment, you must’ve come across these error messages like “There are missing dependencies. Install the following solutions before installing this one: “Active”“ Now, there are various factors as to why this error is seen. I’ll try to cover one of them. Missing Connection References! Let’s take a look. So, out of other reasons, one…...

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Calculate Full Months between two dates with Power Automate
Oct14

Calculate Full Months between two dates with Power Automate

My friend Antti Pajunen recently asked me whether it is possible to calculate the number of months between two dates with Power Automate, akin to the DateDif function in Excel. I like a challenge, and I’ve done a lot of experimenting with dates in Power Automate so this is the solution I came up with. The Scenario In this scenario Antti was working with Managed Services contracts which… Continue Reading...

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SCOTtish summit 2021

On February the 27th Scottish Summit 2021 will come to you as a virtual event. With over 250 sessions from all Microsoft technologies. You need to register for your FREE ticket and download the Scottish Summit App to see all the great sessions.