Field Service Incident Types — A Time Saver!
Field Service Incident Types — A Time Saver! Photo by ThisisEngineering RAEng Let’s be honest, nobody wants to repeatedly fill in the same fields on a form or follow the same steps again and again when it can all be automated. So that is exactly where Field Service Incident Types come into play. What are Incident types? We can think of Incident Types as a template which contains a bunch… Continue Reading Bal Bangard’s...
Dataverse for Teams as your CoE platform
Power Platform Center of Excellence Starter Kit can now run inside a Microsoft Teams based environment. How can all those features fit in there? Continue reading Dataverse for Teams as your CoE platform at Jukka Niiranen. Continue Reading Jukka Niiranen’s Article on their blog Dataverse for Teams as your CoE platform – Jukka Niiranen If you’re serious about leveraging Power Platform low-code tools in your...
Many shades of Dynamics 365 Alert Notifications
Photo by Ono Kosuki on Pexels.com Long time ago (read web 1.0 era) there was a time when systems alerts meant sending emails to users. That led to ’email deluge’ with Dynamics 365 (err.. CRM in those times) sending emails to users on every new lead, case or order getting created in the system. Thankfully that time has gone and now we have actually so many smart ways to send alerts that it… Continue Reading Ali...
Enable Custom Code Components (PCF Controls) to be imported in a Canvas Power App | Quick Tip
Quick Tip on how you can enable Import of Code Components in a Canvas Power App! Check this post. Continue Reading priyeshwagh777’s Article on their blog Enable Custom Code Components (PCF Controls) to be imported in a Canvas Power App | Quick Tip In case you want to enable PCF Controls to be allowed to be embedded in a Canvas Power App, here’s what you do. By default, if you see as below i.e. you are not able to Import...
Canvas Apps & Power Automates
So it’s been a busy few weeks here, which is why I haven’t really been putting up any articles. March/April is always a busy time for our family with stuff going on, and this year I decided not to push myself to get articles out, as otherwise I’d be running very low on sleep! That being said, I’ve still had some great ideas about things that I’d like to share, and have been keeping a series…...
D365 Field Service Simplified Setups
It’s April and this means that 2021 Release Wave 1 production deployments have started! Not all of the features mentioned in the documentation have been enabled yet because the features for this release wave will be released from April 2021 through September 2021. The features that will go GA in April might not have been installed in your production environment yet because his actually happens… Continue Reading Dian...
Dynamics 365 form or advanced find images error
This post is almost not relevant any more due to the fact that we all will be pushed into the make.powerapps experience in “the fullness of time”, but I will still be using the classic viewer for the foreseeable future From time to the images can get distorted due to unknown reasons. This is not a big deal as the buttons still work, but can be annoying for the users. You might have seen… Continue Reading Thomas...
Search Providers (Preview) in Dynamics 365 Customer Service Hub
The new search provider options in Customer Service Hub allow agents to search for files, documents, or articles outside the current organization. The option can be found at Service Management > Knowledge Base Management > Search Providers The 3 different search type supported currently are Cross organization search – allows specifying a different organization within … Continue reading… Continue Reading Nishant...
Dynamics 365 — Opening Modal Dialogues on a Subgrid
Dynamics 365 — Opening Modal Dialogues on a Subgrid Photo by Iewek Gnos Microsoft added the ability to open records in Modal Dialogues through the use of JavaScript as part of Dynamics 365 Release Wave 1 for 2020. I’ve created a script that you can apply to any Editable Subgrid (it must be an Editable Grid) and it will open records in a modal dialogue when clicked. You can use a… Continue Reading Mike Andrews’s Article on...
Configuring Wave 1 2021 Relevance Search Quick Actions
A hot area of investment from the Dataverse product team in Wave 1 2021 has been the Relevance search experience. https://docs.microsoft.com/en-us/powerapps/user/relevance-search Quick Actions Part of this new search experience brings the command bar to the inline search results as well as the search results screen. What’s really cool is that you can customize these command bar buttons… Continue Reading Develop1’s...
Exam PL-400 Revision Notes: Implementing Business Process Flows and Business Rules
Welcome to the eleventh post in my series focused on providing a set of revision notes for the PL-400: Microsoft Power Platform Developer exam. Last week, we took a look at the capabilities on offer as part of Power Automate flows. We now look to finish up our discussion of the exam area Configure business process automation by evaluating the following topics: Implement processes create and… Continue Reading The CRM Chap’s...
Power Baseball League: Business Rules
We love Business Rules almost as much as we love baseball! This week the Power Baseball League rounds the bases with Business Rules! Business Rules allow our citizen developers to create form scripting with point-and-click customization. They allow you to do things such as set fields as required, show recommendations, show error messages or set field values. To get started, you can… Continue Reading Kylie Kiser’s Article...
Power Platform Solution Architect Exams
The most important part of taking a certification is planning your celebration food. For me I went out for some bbq and pecan pie. This is just another donut that I also ate (credit to Astro Donuts). Last week I took the Power Platform Solution Architect Exams! The current (and retiring exam) is the MB-600. This is being replaced by the PL-600. The MB-600 focuses on Dynamics 365 as well… Continue Reading Kylie Kiser’s...
SharePoint glossary page using view formatting and connected list WebParts
List view formatting in combination with the out-of-the-box list WebParts can be very powerful, enabling us to create very nice page experiences. It is possible to render a view that uses view formatting in the list WebParts, and also at the same time use the dynamic filter feature to filter content on a WebPart based on the selection from another WebPart on the same page. In this… Continue Reading Michel Mendes’s Article...
Dynamics 365 for Outlook Deprecated Alert
Many of our customers have been asking about the ominous alert that appears in their advanced settings area for either Dynamics 365 or Power Apps Model driven environments. In this short post I will explain it, and show you how to get rid of it. Dynamics 365 for Outlook The integration of Dynamics 365, or Model-Driven Power Apps, to Outlook has been around for a very long time and has seen… Continue Reading Steve Mordue...
Microsoft 365 for Nonprofits: Software Grants
Microsoft makes it easy for nonprofits to get the software they need for office productivity through grants of Microsoft 365 to eligible organizations. Microsoft 365 is a suite which includes Windows and Office 365. It is available in Basic, Standard, and Premium editions which contain different products: Microsoft 365 Business Basic — Free up to 300 usersMicrosoft 365 Business Standard –… Continue...
5 Interview Question of Power Platform {Dynamics 365 CRM Consultant}
Hello Reader, Interview season never fades away. It’s one of the most important thing for interviewer and interviewee both needs question and answer. Here I am listed few of them which was asked to me during my interview. Question 1: what is append and append to? Answer: for example we have entity A and entity B and want to have entity B lookup on entity A. It could only be possible… Continue Reading...
Entitlements are not throttling
Should a five user organization be entitled to the same amount of compute as a 5 000 user organization?Entitlements are the limitations that Microsoft have set on the platform that are based on which type of license each user has. This is not the same as the API Service limits which are much more liberal. The entitlements have not yet been fully enforced as the reporting capabilities of the… Continue Reading gustaf’s...
MB-230: Microsoft Dynamics 365 Customer Service – Customer Service Overview
I am currently revising for the MB-230 exam. This exam is for Microsoft Dynamics 365 and covers all aspects of customer service. As I revise I plan to publish blog posts that collectively will become a complete revision guide for anyone embarking on the same journey as me. In this post I will give an overview of some of the basic concepts we can expect to find in customer service scenarios. In… Continue Reading Neil...
Script Errors & Jigsaw Icons In D365 Portal App
The Power Apps Portals customisation experience is getting better and better, and a lot of your changes can be made directly within the make.powerapps.com area. However, there are still a lot of things you CAN’T do there, and need to work on and customise from within the Dynamics 365 Portals Model-driven App. I’ve noticed a couple of times a script error occurs, and only a subset of all of the… Continue Reading Megan...
Microsoft Power Apps Community Plan
If you follow this blog or have attended any webinars or other events where I present, you know that Microsoft Power Apps is growing like gangbusters and that many people are turning to Power Apps for their line of business solutions. But where should you start? For some organizations, the best way is to choose a Dynamics 365 app such as Dynamics 365 Sales Enterprise or Customer Service and… Continue Reading...
Highlights of the Dynamics 365 Marketing 2021 release wave 1
Businesses need to deliver exceptional Customer Experiences (CX) to be successful. Customer experiences are critical whether your customers are individuals involving business-to-consumer marketing (B2C) or other businesses in the form of business-to-business… (read more) Continue Reading Lori Lamkin’s Article on their blog Highlights of the Dynamics 365 Marketing 2021 release wave 1 Businesses need to deliver exceptional...
Dynamics 365 Project Operations: Diagnosing an empty staging table and integration journal
Tested on:Project Operations solution version 4.9.0.52 (pre-alpha), F&O 10.0.16. I recently redeployed my F&O T2 and Dataverse environments in hopes of seeing my F&O T2 appear in PPAC. While the whole deployment process has small details that have changed and evolved since ProjOps’ GA, the overall process has remained the same: Deploy F&O, deploy Dataverse, link environments, choose legal… Continue Reading...
The Data Maturity Roadmap – #D365ForHousing
As digital strategies are implemented, improved and developed it’s never been more important to think about how you manage data. It’s the foundation of everything we do in the housing sector, fundamental to the Social Housing White Paper and is critical to the success of so many important strategic initiatives from implementing/maintaining Dynamics 365 to providing proactive services, IoT… Continue Reading Chris Roberts’s...
MB-230: Microsoft Dynamics 365 Customer Service – Introduction
I am about to commence my revision for the MB-230 exam. This exam is for Microsoft Dynamics 365 and covers all aspects of customer service. As I revise I plan to publish blog posts that collectively will become a complete revision guide for anyone embarking on the same journey as me. Who should study to MB-230 Anyone who wishes to gain the “Dynamics 365 Customer Service Functional Consultant… Continue Reading Neil...
Out of Stock Products – can I use them?
Photo by ELEVATE on Pexels.com like implementing Dynamics 365 Field Service for clients in various industries because, in any field service organisation, there are literally dozens (if not hundreds) of rules, approvals and specific processes, and therefore every implementation is unique in many ways. It also underlines how broad and deep the landscape of the product is, to be able to fulfil… Continue Reading Ali Khan’s...
Knowledge Search Control improvements in Dynamics 365 Customer Service Hub – 2021 Release Wave 1
Knowledge Search control can be configured now in the new form designer, thus eliminating the need to switch to the legacy form designer. Here we have added the Knowledge search control in one of the custom entities. To enable Knowledge search control for an entity, either check the option Knowledge Management at the time of … Continue reading “Knowledge Search Control improvements in Dynamics… Continue Reading...
Implementing Dynamics 365 Field Service – 3 anti-patterns
Photo by Magda Ehlers on Pexels.com Anti-patterns are generally defined as a common response to a recurring problem that is usually ineffective and risks being highly counterproductive. These are those commonly suggested and used solutions, which actually don’t work although they may seem like working. They are usually a product of gut-feeling, imperfect analogies (comparing the… Continue Reading Ali Khan’s Article...
DynamicsCon 2021 – Automation in the Dataverse
Last month I had the opportunity to participate in DynamicsCon. This was my first time speaking at a conference, and I couldn’t have asked for a better event! It was overall lots of fun and very well executed. A huge shoutout goes to all the folks who made the event possible behind the scenes at Dynamics User Group and also all the sponsors that made the event possible. My session… Continue Reading...
Democratizing code
Could low-code platforms like MS Power Platform democratize app development the same way Web 2.0 did it for social content creation and sharing? Here’s a collection of thoughts around how using less code may impact the business applications ecosystem. Continue reading Democratizing code at Jukka Niiranen. Continue Reading Jukka Niiranen’s Article on their blog Democratizing code – Jukka Niiranen Throughout my whole...
Offloading Dataverse Attachments To DMS
Introduction File storage was always an issue when you wanted to store a lot of documents inside your environment in the past. Microsoft was very aware of that so today we have a much better situation since we don’t store files in the database, but in the separate storage used only for files. Some customers still don’t want to store the files inside the Dataverse environment, but… Continue Reading Dynamics...
Microsoft Teams calls in D365 Sales(Preview)
I was pleasantly surprised last week when I noticed a new section when I navigated to the app settings area in Dynamics 365 Sales. I noticed there is now an item on the sitemap under the General Settings section called ‘Teams calls (preview)’. I was very curious what this was so I started to dig a little and found that this setting allows us to embed the Microsoft Teams dialerRead More Continue Reading Dian Taylor’s...
How to setup & install Dynamics 365 Field Service mobile app
The new Dynamics 365 Field Service app arrived in 2020 and is almost there (as of February 2021) in terms of features parity with the old app (called Xamarin app now in the Microsoft documentation). This new app is more native to the Microsoft platform as it ‘plays’ a model-driven app developed in Power Platform. Therefore, developing, configuring and administering this app is easier and… Continue Reading Ali...
Azure AD Conditional Access and Application Users / Service Principal in Dynamics 365
Through Azure AD Conditional Access, we can define and enforce policies regarding access to its cloud resources. Block access to Dynamics 365 by device platform Block access to Dynamics 365 by location. Users who do not comply or are blocked with the conditional access policies defined will get the below error message after login. The … Continue reading “Azure AD Conditional Access and… Continue Reading Nishant...
So much to learn, so many teachers
I started my self-learning journey into the world of Accessibility in the middle of 2020. If I’m completely honest I was very naive and did not understand what was behind that door. I soon came to realise that there is so much to learn, but so many teachers I can learn from. Accessibility is a […] The post So much to learn, so many teachers appeared first on Hart of the Midlands. Continue Reading Mike’s Article on...
Retrieve Hashtags from Text in a Canvas Power App | Power Platform
Here’s how you can retrieve Hashtags from a String and collect it! Continue Reading priyeshwagh777’s Article on their blog Retrieve Hashtags from Text in a Canvas Power App | Power Platform Let’s say you want to make a collection of Hashtags used in a certain Text Input control. Here’s how you do it using the HashTags() function in Power Apps. Let me demonstrate it quickly below! Now, let’s consider the...
Exam PL-400 Revision Notes: Working with Power Automate Flows
Welcome to the tenth post in my series focused on providing a set of revision notes for the PL-400: Microsoft Power Platform Developer exam. Last week, we reviewed the various tools available to help diagnose and troubleshoot issues with our Power Apps. With that, we finished our focus on the Create and configure Power Apps area of the exam. We now move onto the Configure business process… Continue Reading The CRM Chap’s...
Registering Dynamics 365 Online Web API with Azure Application
In Today’ blog I will try to demonstrate how to register dynamics 365 webapi on azure and consume it with an application user . So those who are working on custom API’s in CRM or haven’t worked on CRM WEB API , lets go through what is WEB API? The Customer Engagement dynamics CRM Web API provides a development experience that can be used across a wide variety of programming languages,… Continue Reading Rehan...
Sign up for a Dynamics 365 Project Operations (Lite Deployment) environment and provision a new instance | Power Platform
Here’s how you can sign up for and provision a Project Operations Lite environment on a new instance. Continue Reading priyeshwagh777’s Article on their blog Sign up for a Dynamics 365 Project Operations (Lite Deployment) environment and provision a new instance | Power Platform Unlike other Dynamics 365 Trial instances sign up process which is from https://trials.dynamics.com/, Project Operations are requested and...
Power Baseball League: Marketing Lists
This has no relation to Marketing Lists, Quick Campaigns, or Dynamics 365 but I just love those shoes! Last week we talked about creating and using E-mail Templates. So today we will take that a step further to present Marketing Lists to the Power Baseball League. We are also going to talk about Quick Campaigns. Getting Set Up To be able to use Quick Campaigns and Marketing lists you… Continue Reading Kylie Kiser’s Article...
Olena Borzenko on The Oops Factor
Talking to Olena about different hobbies such as painting, and the challenges that can come with projects. However, also finding out about ways to overcome those challenges, and what actually can allow us to overcome challenges and succeed! 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… Continue Reading...
Connection References with ALM – Mind the Gap!
If you are creating Cloud Flows in Solutions today, you are using Connection References. Although they are listed as ‘Preview’ – there really is not an alternative as when you create a new Cloud Flow – a connection reference is automatically created for you. Connection References are essentially a ‘pointer’ to an actual connection. You include the Connection Reference in your solution so that…...
Fixing Dynamics 365 Marketing Event Portal Loading Issues
I recently updated Dynamics 365 Marketing instance and installed the portal application. Here are the steps I followed to deploy the sample event portal: Power Apps portal hosted custom event website (Dynamics 365 Marketing Developer Guide) | Microsoft Docs I downloaded event portal zip file according to the application version and deployed it using DeployToDynamics365Instance.ps1… Continue Reading Kaushal Kodagoda’s...
Understanding Product Types in Dynamics 365 Field Service
Photo by Afta Putta Gunawan on Pexels.com How do products work in Dynamics 365 Field Service? Let’s look at three examples: Imagine we work in a fictitious Atlantis Coffee Servicing company where we install coffee machines, refill machines and fix if they are broken. To keep it simple, let’s consider the following three services: Install a new coffee machine: Coffee machines is a… Continue Reading Ali Khan’s...
Project for the web: Deploying to sandbox and production Dataverse environments and syncing users
Deployment to sandbox and production Dataverse environments became available for Project for the web in early 2021. Prior to that it was only possible to install P4W in a tenant’s default environment. While the possibility to install P4W in a sandbox or a production is a great win for ALM, there are some caveats to keep in mind: When P4W is installed in a sandbox or a production… Continue Reading Antti Pajunen’s...
Updating D365 Customer Voice Marketing Respondents In D365 Marketing
If you are sending out D365 Customer Voice survey requests via D365 Marketing (like I showed in this blog here), you might have noticed that all of the responses in D365 Customer Voice show as Marketing respondent, with no name linked to them. Opening up a response shows the First Name and Last Name as generic values. Although the response activity record in D365 will be linked to the correct… Continue Reading Megan V....
Failed to process metadata description. We ran into a problem publishing the form. Please try again while publishing the form in Dynamics 365
While trying to publish the case form we got the below error – Error: We ran into a problem publishing the form. Please try again. (SessionID: a000b750-91e2-11eb-9fd2-8fd31814d5b2) Adding/removing components, refreshing the form multiple times, etc. didn’t help, and we kept getting the error. Eventually, we switched to classic to make the required changes. There also we got … Continue reading…...
Backup Concepts for Azure Data Lake
Azure Data Lake Storage is designed to enable operational and exploratory analytics through a hyper-scale repository There are two different types of Data Lake Store in Azure (Gen1 and Gen2) available at the current date. If a new instance is deployed it is recommended to use Data Lake Store Gen2. The data is replicated so… Continue Reading Nishant Rana’s Article on their blog Backup Concepts for Azure Data Lake Azure Data...
Create a Teams status indicator light
For a long time, I thought about a great use case for a raspberry pi. Beginning of 2021 I found a great article of Elio Struyf on how he created such a light. I thought: “I want one of those! This is a great use case to get my first raspberry pi.”. So that’s when I decided to create a Teams status indicator light of my own. Unfortunately, his setup and approach weren’t usable for me. In the… Continue...
Finding Records Shared With a Specific Team or User
We recently made some changes to our data governance in my company that required me to change sharing permissions for a significant number of the Accounts in our Dynamics system. I needed to find all Accounts that were shared with a specific Team so I could then amend the permissions the Team had on each record. As you may be aware, information relating to the Sharing of records in… Continue Reading ryanmaclean365’s...