Power Automate pane in Canvas App
Jan27

Power Automate pane in Canvas App

Introduction Currently everyone want mobile app for doing any work. To build a mobile app in Dynamics 365 CRM the Canvas App is the better option. Canvas App is a no-code/low code business app where you can design the app by dragging and dropping elements onto a canvas. To automate any process Power Automate is used. So to combine capabilities of Canvas app and Power Auotmate big is a advantage as it enables to build any app with rich...

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Avoid a big BANG go live!
Jan27

Avoid a big BANG go live!

Continuous improvement….the key to making the most of the money you spend, your teams resources and Microsoft functionality. All this while increasing user adoption and avoiding a BIG BANG go live. Read on to find out how the Team Sky cycling team used continuous improvement to win gold medals and get us brits our first Tour de France winner. What is continuous improvement? The… Continue Reading Chris Roberts’s...

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Keep It Simple in CRM: Five Reasons Why
Jan26

Keep It Simple in CRM: Five Reasons Why

Simplicity is one of the keys to successful sales force automation.  This is one of the lessons of implementing customer relationship management (CRM) that is good that I must keep learning it again and again.   Here are my top reasons why it’s better to keep it simple than to chase perfection: Sales people need to stay focused on sales.  The simpler your sales process and your tracking… Continue...

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How to – Set up Dynamics 365 Customer Insights Trial
Jan26

How to – Set up Dynamics 365 Customer Insights Trial

To set up the trial of Customer Insights, open the Dynamics 365 Free Trial Page and scroll down to Dynamics 365 Customer Data Platform section https://dynamics.microsoft.com/en-gb/dynamics-365-free-trial/ Click on Try for free Sign in with your work account or the Dynamics 365 trial account created and click on Get Started As a first step, it asks … Continue reading “How to – Set up Dynamics… Continue Reading...

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Wave 1 2022 Release – D365 Marketing Features
Jan25

Wave 1 2022 Release – D365 Marketing Features

If you are on my website reading this, I think you know that I LOVE MARKETING right? If not, just know that I definitely do. So I am really excited that the Wave 1 2022 Release notes from Microsoft covers a TON of new features and functionality specifically for Dynamics 365 Marketing. I’ve made a video talking through all of the items and what I think/hope they will actually mean! It’s… Continue Reading Megan V....

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Episode 71 – 2022 Release Wave 1 Plan – Top Picks
Jan25

Episode 71 – 2022 Release Wave 1 Plan – Top Picks

2022 Release Wave 1 Plan – Our Top Favourites Microsoft Power Platform: 2022 release wave 1 plan – Access to release documentation for Power PlatformDynamics 365: 2022 release wave 1 plan – Access to release documentation for Dynamics 365Wave 1 Video from Lisa – Power Platform and Dynamics 365 Wave 1 2022: Top 10 in 10 MinutesWave 1 Video from Megan – Wave 1 2022 Release – D365… Continue Reading Megan’s Article on...

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Release 2022 Wave 1 Summary
Jan25

Release 2022 Wave 1 Summary

As I described in one of my previous posts (Explaining “One Version” – Dynamics MDA) Microsoft is releasing two “Waves” of new functionalities and improvements per year. Today, 25.01.2022, Microsoft has published the Release Notes for the Release 2022 Wave 1. Like the last time, it is overall a quite huge “document”. This blog post is a “curated” summary of the Release 2022 Wave… Continue Reading...

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Execute JS within rules on the Field Service Mobile for Dynamics 365 Field Service
Jan25

Execute JS within rules on the Field Service Mobile for Dynamics 365 Field Service

Introduction: Field Service technicians use Field Service Mobile application which provides brief information related to the Work Order, Booking and Service location. And, Woodford application allows us to help customize the Field Service Mobile application based on the business requirements for each organization. Woodford customization application provide various ways to automate process so that technician can easily complete their...

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Security Roles & Assigning Records
Jan25

Security Roles & Assigning Records

Let’s face it, and call a spade a spade (or a shovel, depending on where in the world you happen to be). Security roles are very important within Dataverse, to control what users can (& can’t!) do within the system. Setting them up can be quite time-consuming, and troubleshooting them can sometimes be a bit of a nightmare. Obviously we need to ensure that users can carry out the actions… Continue Reading...

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How to – Use RetrieveAttributeChangeHistoryRequest to get audit data for an attribute (Dataverse/ Dynamics 365/ CRM)
Jan25

How to – Use RetrieveAttributeChangeHistoryRequest to get audit data for an attribute (Dataverse/ Dynamics 365/ CRM)

We can use RetrieveAttributeChangeHistoryRequest to get the change history of a particular field / attribute of a record. We need to set the Target and the AttributeLogicalName property of the request. AuditDetails records of the RetrieveAttributeChangeHistoryResponse contains the detail of the audit records. The Audit History records in CRM-  AttributeAuditDetail contains the details of the …… Continue Reading...

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Dynamics 365 User Group Event – February 2022
Jan24

Dynamics 365 User Group Event – February 2022

We are current busy planning our next Dynamics 365 user group event. Why not join us in February? Our next exciting Dynamics 365 Birmingham User Group meeting will be taking place on Wednesday16th Feb at 5:30pm (GMT), and we would love to have you along! We hope to see our local friends. But being a virtual event, EVERYONE will be very welcome …. Register now! To register on meetup.com …… Continue Reading Neil Parkhurst’s...

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Change Requests in Project Operations – Part II
Jan24

Change Requests in Project Operations – Part II

Tested on Project Operations on Dataverse version 4.26.0.155 (November 2021) In part I we looked at processing CR documents from SharePoint by using Power Automate and AI Builder. In part II we’ll append a processed CR to an order and a project. This way time entries can be pointed to new project tasks, which are created from the CR. The idea is that when a CR is appended to a project and… Continue Reading Antti...

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Dataverse DevTools – Jan 2022 Release
Jan24

Dataverse DevTools – Jan 2022 Release

New Icons New and improved icons were added that provide more context. For example, if you have connected to an environment on a folder/workspace then it will show a green Dataverse icon and the environments not connected on the current folder/workspace will be shown as red. The same goes for Web Resource files. The ones that are linked with local files will show as green and the rest will… Continue Reading Danish’s...

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Let’s build Html WebResources faster and smarter, vol. 2
Jan24

Let’s build Html WebResources faster and smarter, vol. 2

In the previous post, I provided step-by-instructions on how to start developing HtmlWebResources using create-react-app. In this, I will share one more tip I got from Chris Groh that can speed up the development/testing process even greater. If you built React apps using create-react-app or PCF control and tested it using “npm start watch” you … The post Let’s build Html WebResources faster… Continue...

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Dataverse Search – Easier than before to find data in Dynamics 365 CRM / Dataverse
Jan24

Dataverse Search – Easier than before to find data in Dynamics 365 CRM / Dataverse

Amongst the various options to quickly lookup or search data in Dataverse / Dynamics 365, the most popular remain 1. Search box in the view – search within the view being listed 2. Advanced find search – you can setup your detailed search criteria for specific tables and columns and get the desired results 3. Dataverse search aka Relevance search – Global search box that lets you type a keyword and get the results by scanning records...

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Q1 2022 Philly Chapter Meeting
Jan21

Q1 2022 Philly Chapter Meeting

Heidi Neuhauser is the amazing Philly Chapter Leader. Be aware that this is what happens if you hand her your phone. Consider this your warning! I had the pleasure of joining the Q1 2022 Philly Chapter Meeting today to talk about introducing Artificial Intelligence into your Power Platform environment. We focused this discussion on AI Builder and Cognitive Services. Plus some demos… Continue Reading Kylie Kiser’s Article...

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Yash on The Oops Factor
Jan21

Yash on The Oops Factor

Chatting with Yash on a multiple of topics, including #cryptocurrency, #blockchain, and the importance of having a good network in place! 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 Yash on The Oops Factor appeared first on The CRM… Continue Reading...

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Exchange Online – Sending Email from Secondary Address
Jan21

Exchange Online – Sending Email from Secondary Address

Originally posted on Tech Wizard: I am writing this small post to share the cool feature that has been introduced last year in Exchange online. This is sometimes required and some platforms on the internet was having this facility from some time now. Now this is available in office 365 as well so enterprises can… Continue Reading Nishant Rana’s Article on their blog Exchange Online – Sending Email from Secondary...

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Try Catch error handling using Scope in Power Automate
Jan20

Try Catch error handling using Scope in Power Automate

Here’s how you can implement Error Handling by a custom Try Catch fashion. Continue Reading priyeshwagh777’s Article on their blog Try Catch error handling using Scope in Power Automate As a programmer, using Try-Catch is a common programming practice to handle exceptions. Now, since we’ve moved more towards low-code platform implementations, error handling here is a must as well. Generally, if a Flow fails as per...

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Collaboration between makers now available in Preview for Model Driven Power Apps in Dynamics 365 CRM / Dataverse
Jan20

Collaboration between makers now available in Preview for Model Driven Power Apps in Dynamics 365 CRM / Dataverse

Introduction In PowerApps, Microsoft has introduced one new feature i.e. Comments. With the help of comments you can add comments against a view, form, and dashboard. Because of this feature, another person who is working on the same entity form or view will get an idea of what changes were made by the person. Mainly it would be knowledge/information transfer from one person to another. Also when a person worked on the dashboard a...

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Azure Authenticator APP Backup
Jan20

Azure Authenticator APP Backup

I know I know.. This post is nothing near Power Platform or Dynamics, but it’s just a friendly reminder that you need to check you backup of the Azure Authenticator App on your phone. I don’t really feel the need to explain what the app is, because I expect everyone reading my blog to be aware of the application on some shape or form (private and business). As a consultant your application… Continue Reading Thomas...

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Microsoft certification exam renewals
Jan20

Microsoft certification exam renewals

Microsoft Associate, Speciality,  and Expert exams like MB-210, PL-200, and PL-600 must be renewed each year rather than retaking the exam every two years. The idea is for you to be able to demonstrate that you are up-to-date without having to retake the exam. Renewals are free and you need to complete an online assessment on Microsoft Learn. The questions in the online assessment tend to… Continue Reading Julian...

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A Bumpy Release to Awesome New Features
Jan19

A Bumpy Release to Awesome New Features

When I create new cool features, and release from my hip – then you get some bugs. #sorry So I have released a few new update versions recently. You should update. Again. #oops But I like to give you the new cools as soon as possible. Sometimes – too soon. #foryou I got a few bugs on GitHub – with great info from you all to find the bugs. #fixbugs Thank you all who submit… Continue Reading Jonas Rapp’s...

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MB-260: Microsoft Customer Data Platform Specialist
Jan19

MB-260: Microsoft Customer Data Platform Specialist

It’s been a while since I’ve taken an exam. Admittedly, this is for two reason. Firstly, the renewal process for exams now (as updated last year) is not to take it again, but rather to re-qualify through Microsoft Learn. The second reason is that I’ve been waiting for some new exams to come out (OK – there’s the DA-100, which is still on my list of things to do…). Well, there’s a new...

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How to – Use Do until and Delay in Power Automate
Jan19

How to – Use Do until and Delay in Power Automate

Let us take a simple example to understand the usage of the Do unit with Delay control in Power Automate. “When a Case Record’s Priority is updated to High until the case is resolved we want to perform certain action e.g. send a notification email or call an action etc. every 2 minutes or so.” … Continue reading “How to – Use Do until and Delay in Power Automate” Continue Reading Nishant...

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Solved – Flow run timed out. Please try again in Power Automate (Microsoft Flow)
Jan18

Solved – Flow run timed out. Please try again in Power Automate (Microsoft Flow)

While testing one of the flows which was having “Do until” action in it, we ran across the below error. Error – Flow run timed out. Please try again. However, while navigating to the run history we can still see the flow running, and has run for over 30 minutes. That’s the default behavior. Refer … Continue reading “Solved – Flow run timed out. Please try again in Power Automate… Continue...

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Remove attachments from Dynamics 365 CRM Notes using Power Automate | Dataverse
Jan18

Remove attachments from Dynamics 365 CRM Notes using Power Automate | Dataverse

Here’s how you can delete only the attachments on Notes in CRM / Dataverse and retain the Notes. Continue Reading priyeshwagh777’s Article on their blog Remove attachments from Dynamics 365 CRM Notes using Power Automate | Dataverse If you are looking to remove or delete the attachments from Notes (Annotation entity) in Dynamics 365 CRM / Dataverse (and not delete the Note itself), hopefully this will help! Disclaimer:...

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Configuring Timeline (Show/Hide) activity display information in Dynamics 365 CE
Jan18

Configuring Timeline (Show/Hide) activity display information in Dynamics 365 CE

Introduction: Recently we came across a request from a customer that they wanted to show/hide few activity field labels and data that are displayed in the timeline by default. We then started exploring timeline configuration capabilities in 2021 release wave 2 by following this doc. Here we came across a new enhanced feature for configuring the activities in the timeline. It provides the leverage to show/hide the activity field label...

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Resurfacing the Jump Bar in Dynamics 365
Jan18

Resurfacing the Jump Bar in Dynamics 365

There are a lot of new features and functionality that come with each new release of Dynamics 365, but sometimes Microsoft doesn’t just add new features, sometimes they remove functionality that has been part of the application for a long (or not so long) time. They might feel that folks don’t use any of those things anymore, or they might attempt to ‘clean up’ the application or give users… Continue...

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Episode 70 – Release Notes, Teams, Events & Community
Jan18

Episode 70 – Release Notes, Teams, Events & Community

News Wave 1 2022 Release Notes publication date announced (25th January) –  Product Roadmap | Microsoft Dynamics 365Microsoft Certification Exam SandboxVisit the site – aka.ms/ExamDemoLisa’s video – Before your first Microsoft Certification Exam … WATCH THISMicrosoft Certification RenewalsAsk the Experts Session Jan 25  – Ask the Expert – Events | Microsoft...

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Dataverse Solutions explained
Jan18

Dataverse Solutions explained

With the rising number of citizen developers, I thought it might be time to write a blog post explaining Dataverse Solutions. When developing/configuring within Dataverse one question comes up pretty soon How do I get my changes from one environment to another That’s where Solutions come into the picture. Let’s see what they are good for and what the dos and don’ts are. < h2 id=”basics”><i...

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Null Checks in Power Automate-Empty() vs Equals()
Jan18

Null Checks in Power Automate-Empty() vs Equals()

Originally posted on Power Melange: Hello everyone! I am back with another tiny Power Mantra which we should follow while making Power Automate Flows.Say, we have a scenario where we are updating a row in Dataverse with certain dynamic values but what if those Dynamic Values are not present during the Flow Run. Thus we… Continue Reading Nishant Rana’s Article on their blog Null Checks in Power Automate-Empty() vs Equals()...

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How to – Quickly generate sample data
Jan18

How to – Quickly generate sample data

Nishant Rana's Weblog At times we need to quickly generate sample data for some of our development, testing, reports needs. Through https://generatedata.com/ we can do it in matter of seconds. Just select the data / types and the format and click on Generate For e.g. we have selected Name, Phone, Email, Country type and CSV as the data format. We can further edit the selection, preview the data, and save and generate the data....

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Printing 1D and 2D Barcode
Jan18

Printing 1D and 2D Barcode

Barcode Printing Microsoft recently added support for printing 2D barcode. If you are on cloud, you don’t need to purchase the barcode font because Microsoft has already provided and licensed them for you. The cloud font packages are provided by IDAutomation Inc. We are going to see how to print both 1D and 2D barcode. Read Microsoft documentation here to see the list of supported… Continue Reading thatnavguy’s...

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Dataverse Metadata in Synapse
Jan17

Dataverse Metadata in Synapse

When you configure Synapse Link for Dataverse it exports your Dataverse data into a Synapse data lake as CSV files. A database with external tables is created automatically in the Serverless SQL pool providing access to the data in the CSV files. You can then connect to the serverless SQL pool and use SQL to […] The post Dataverse Metadata in Synapse appeared first on Joe Gill. Continue Reading Joe Gill’s Article on their...

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Let’s build Html WebResources faster and smarter
Jan17

Let’s build Html WebResources faster and smarter

I wrote the initial post on how to develop Html/JS webresources using modern frameworks almost 2 years ago. A few months back I got an email from my colleague Chris Groh who did a few brilliant recommendations on how to enhance the development process and in this post, I will provide an updated version of … The post Let’s build Html WebResources faster and smarter appeared first on Andrew… Continue Reading Andrew...

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How to – Quickly generate sample data
Jan17

How to – Quickly generate sample data

At times we need to quickly generate sample data for some our development, testing, reports needs. Through https://generatedata.com/ we can do it in matter of seconds. Just select the data / types and the format and click on Generate For e.g. we have selected Name, Phone, Email, Country type and CSV as the data format. … Continue reading “How to – Quickly generate sample data” Continue Reading Nishant...

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Perform CRUD operations on expanding datasets in SharePoint (Part 2)
Jan16

Perform CRUD operations on expanding datasets in SharePoint (Part 2)

This post is a part of an ongoing series. If you are new to this topic, I highly recommend going through my previous posts: How to use SharePoint lists to store expanding datasets 2. <a href=”https://immersivecoder.com/2022/01/16/perform-crud-operations-on-expanding-datasets-in-sharepoint-part-1/”>Perform CRUD operations on expanding datasets in SharePoint (Part 1)</a> < p...

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Perform CRUD operations on expanding datasets in SharePoint (Part 1)
Jan16

Perform CRUD operations on expanding datasets in SharePoint (Part 1)

This post is a part of a series. If you are new to this use case, please check my previous post to understand the problem and solution design. In this post, we will discuss how to perform CRUD operations on this dataset Let’s start.. Here’s our dataset record sample: { “UserID”: “SomeID”, “UserName”: “John Doe”, “Time Entries”: [ { “Week”: 1,...

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Using  SharePoint list for expanding datasets
Jan15

Using SharePoint list for expanding datasets

Recently one of my clients asked to create an app to store daily time entries for their users. Dataverse was not an option as their requirement was to create this dataset in SharePoint Below is the use case and technical challenges: For all users, they needed to update daily values for 2 weeks : 14 DaysEach day would have an average of 5 records For each user, there will be ~ 70 time… Continue Reading Kaushal Kodagoda’s...

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Me and Accessibility, the true beginning.
Jan15

Me and Accessibility, the true beginning.

Over the past couple of years, I’ve become very vocal about Accessibility and usually show my journey as starting with a conversation and a pint in a pub. In recent months I’ve started to accept that the true beginning for me began long before then, and I’ve simply been running from the truth. The post Me and Accessibility, the true beginning. appeared first on Hart of the Midlands. Continue Reading Mike’s...

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How to calculate media file size in a PowerApps CanvasApp ?
Jan14

How to calculate media file size in a PowerApps CanvasApp ?

This blog will discuss how to calculate the size of a media file in a canvas app. This can be useful if needed to do some validation on the size of the media that will be uploaded by a user. The demo below shows the scenario where the app displays the size of an image as a notification when a user has uploaded it from his device. Demo : How it works ? The Add picture control is… Continue Reading Mehdi El Amri’s Article on...

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Antti Pajunen on The Oops Factor
Jan14

Antti Pajunen on The Oops Factor

Speaking to Antti around whiskey collecting (something that a lot of the #community seems to enjoy?), and the importance of PROPER requirements gathering during projects (especially around ‘low code’!) 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… Continue Reading...

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Selection Filter Management
Jan14

Selection Filter Management

G/L Account Totaling field Ever heard of SelectionFilterManagement codeunit ? It’s a centralized codeunit that is used to built up filter string based on multiple selected records on the page. An example of usage of SelectionFilterManagement codeunit can be seen on G/L Account Card under Totaling field. When you click on Assist Edit button on Totaling field, the G/L Account List lookup… Continue Reading thatnavguy’s...

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2022 January DC Chapter Meeting – CoE Starter Kit
Jan13

2022 January DC Chapter Meeting – CoE Starter Kit

Such a great turnout for the 2022 January DC Chapter Meeting! For yesterday’s 2022 January DC Chapter Meeting, we had the amazing Manuela Pichler and Mike Ochs share with us about the Center of Excellence (CoE) Starter kit. This was a great presentation about all the value this set of tools can bring and how it can be used to improve your ALM practices. < h2 id=”what-is-the-coe-starter-kit”>What is the CoE...

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How many “ticks” until your opportunity closes?
Jan13

How many “ticks” until your opportunity closes?

I recently had a requirement to show the number of days before an opportunity was due to close, this turned out to be slightly more complex than it first sounded. So, I thought I’d create a quick blog post to explain how I achieved this requirement. The challenge was to work out the number of days from “now” until the estimated close date. (Obviously a moving target!) I initially thought I… Continue Reading...

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Data Analyst exam DA-100 renamed to PL-300
Jan13

Data Analyst exam DA-100 renamed to PL-300

The Power BI exam and certification DA-100 has been renamed and replaced by PL-300 at the end of February. For more information read the blog post https://techcommunity.microsoft.com/t5/microsoft-learn-blog/announcing-a-new-name-for-the-data-analyst-associate/ba-p/2388941 Continue Reading Julian Sharp’s Article on their blog Data Analyst exam DA-100 renamed to PL-300 The Power BI exam and certification DA-100 has been renamed...

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Getting Started with Dynamics 365 Web Portals
Jan13

Getting Started with Dynamics 365 Web Portals

You might know about self-service, considering you are here to read this article. Thanks to that revolutionary feature, we don’t have to take on the traditional approach – calling the customer support agent to cancel or track an order. Not only this, it has become a crucial part considering 88 percent of US respondents want … Continue reading “Getting Started with Dynamics 365… Continue Reading Nishant...

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Microsoft Power BI Certification
Jan13

Microsoft Power BI Certification

In one of my articles, i have explained about the latest Microsoft Dynamics 365 Certifications available and in this article explaining about the Power BI Certification. You can schedule and take the DA-100 certification before March 31, 2022 and after that, this exam will be retired. DA-100: Analyzing Data with Microsoft Power BI Or You can take PL-300 Certification exam from February 28, 2022 onwards. PL-300: Microsoft Power BI Data...

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Create file correctly in SharePoint from Dataverse connector using Power Automate | Using base64ToBinary expression
Jan12

Create file correctly in SharePoint from Dataverse connector using Power Automate | Using base64ToBinary expression

Here’s how you can correctly send a Notes attachment file from dynamics 365 CRM i.e. Dataverse to SharePoint using Power Automate Continue Reading priyeshwagh777’s Article on their blog Create file correctly in SharePoint from Dataverse connector using Power Automate | Using base64ToBinary expression If you are creating a file from Attachment from a Dynamics 365 CRM record and trying to load it in SharePoint and it...

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