Omnichannel Admin Center (Part II)
We’ve started off looking at the new Omnichannel Admin Center in Part I. I’m going to continue going through the wonderful new app (interface?), showcasing the functionality that’s different (there’s no point in me mentioning things that are the same, right?). So having taken a look at the general overview, let’s start delving deeper into how it really is better! Queues Queues are… Continue Reading...
Pass customer data from pre-chat survey to Power Virtual Agent
If you are familiar with Power Virtual Agent and Omnichannel, you are probably aware that when these applications are integrated, we can create one or more pre-chat survey questions that will show in the chat when a customer engages with Power Virtual Agent. Admins can configure these questions in Omnichannel for Customer Service, which is an add-on to Dynamics 365 Customer Service. These… Continue Reading Dian Taylor’s...
Advanced lookup in Model-driven Power Apps / Dynamics 365
To enabled Advanced Lookup, log into to Power Platform Admin Center, navigate to Environment >> [Select Environment] >> Settings >> Behavior Enable the Lookup behavior and Save. This adds the Advanced Lookup option in the Lookup dialog. Clicking on it opens the Advanced Lookup Grid We can perform SEARCH within a selected View, CHANGE a … Continue reading “Advanced lookup in...
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Disable Recent Records from Dynamics 365 Lookup Control | Model-Driven Apps [Quick Tip]
Here’s a Quick Tip on how to disable Recent Records in Lookup control in Model-Driven Apps! Continue Reading priyeshwagh777’s Article on their blog Disable Recent Records from Dynamics 365 Lookup Control | Model-Driven Apps [Quick Tip] Here’s a Quick Tip on how to disable Recent Records in Lookup control in Model-Driven Apps! Blog Syndicated with priyeshwagh777’s...
Advanced Lookup in Model-Driven Apps | Power Platform
Here’s a post on how you can enable the Advanced Lookup experience in Dynamics 365! Check this post. Continue Reading priyeshwagh777’s Article on their blog Advanced Lookup in Model-Driven Apps | Power Platform Here’s a super useful feature now available in Dynamics 365 for Model-driven Apps called as Advanced Lookups. Blog Syndicated with priyeshwagh777’s...
Exam PL-400 Revision Notes: Implementing Data Synchronisation using Microsoft Dataverse
Welcome to the nineteenth and penultimate post in my series focused on providing a set of revision notes for the PL-400: Microsoft Power Platform Developer exam. Previously, we examined what events are and how they can provide a streamlined mechanism for executing complex business logic outside of Microsoft Dataverse. In today’s post, we conclude our review of the Develop Integrations area of… Continue Reading The CRM...
Creating a Modern SharePoint Site using Power Automate
Are you wondering how could you create a SharePoint modern site using Power Automate to automate a site creation process and found out there is no action to create sites? Don’t worry, you can use SharePoint Rest API and the Send an HTTP Request to SharePoint action for that. Before using it, a few things to be aware. EndPoint/Settings To create sites you need to use the base url:… Continue Reading Michel Mendes’s...
Scott Roller on The Oops Factor
Chatting to Scott around travelling, interesting things around motorbikes (who would have thought!), & the ‘joys’ of data migration projects at enterprise-level scale… 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 Scott Roller on The…...
Best practices for ClickDimensions deployment
Table of content BasicsDeploymentCustomizingTransportUpdatesRedeployment 1. Basics ClickDimensions is only accessible and configurable through Dynamics 365 Customer Engagement. This is achieved through CRM records (forms, templates, emails, etc.) that are linked by their GUID and the CRM instance specific ClickDimensions account key to an ClickDimensions editor/designer that stores… Continue Reading Ben’s Article on their...
Admin Center URLs under M365 – Power Platform, Teams, SharePoint, Power BI
Here is a quick summary to access all URLs under Microsoft 365 Continue Reading priyeshwagh777’s Article on their blog Admin Center URLs under M365 – Power Platform, Teams, SharePoint, Power BI Here’s a quick summary of the Admin Center URLs of each of these Dynamics 365 / Power Platform Admin Centers – Here’s the link to all Admin Center under your O365 tenant based on your subscription and your Role in...
Integrate the approval center into a model driven app/Dynamics 365 CE
Power Automate provides a standard solution to manage approvals in a Dataverse environment. Approval requests can be easily generated from cloud flows. Users have the ability to view and respond to approval requests from email, teams or the approval center which is accessible from the power automate website only. Today, I will present a way to respond to approvals from a model driven app… Continue Reading Mehdi El Amri’s...
Add Sparkle XRM to a Webresources project
One of the presentations I give regularly is about setting up a Typescript project for Dataverse. It basically is a presentation/live demo of one of my other blog posts. One of the questions I get often during the presentation is how to set up Sparkle XRM to automate the deployment process of Webresources. So I thought it might be good to write a blog post about how to add Sparkle XRM to a… Continue Reading Benedikt’s...
Why is low code software development and Power Apps exploding?
The ability to deliver software fast and by citizen developers is changing the software development world Photo by Porapak Apichodilok from Pexels Low code is eating the world, developers have a choice joining the feast or getting eaten Low code developer is like YouTube to television or twitter to blog posts. It’s growing fast because you can create solutions without code and… Continue Reading Hosk’s...
Episode 51 – PVA, Icons & Exams
Power Apps Power Apps Component Framework is generally available for Canvas Apps – Announcing the general availability of Power Apps component framework for Canvas apps | Microsoft Power AppsModern App Designer – Power Apps blog post – Introducing the Modern App Designer (Preview) | Microsoft Power Apps Power Virtual Agents Build a Bot – Build A Bot – Episode 7 – Topic Triggering… Continue...
How to setup – Azure Synapse Link – Microsoft Dataverse
Azure Synapse Link (earlier known as Export to Data Lake Service) provides seamless integration of DataVerse with Azure Synapse Analytics, thus making it easy for users to do ad-hoc analysis using the familiar T-SQL with Synapse Studio, build Power BI Reports using Azure Synapse Analytics Connector or use Azure Spark in Azure Synapse for analytics. … Continue reading “How to setup – Azure… Continue Reading...
New App Designer for Model-Driven Apps | Power Platform
Here’s a quick look at how Model Driven Apps new Designer Looks and Feels like!! Continue Reading priyeshwagh777’s Article on their blog New App Designer for Model-Driven Apps | Power Platform The new Model Driven App Designer experience has been enabled and has been doing the rounds for a few days now. Here’s my take on the same to demystify and bring forward a quick example of a Model-Driven App capabilities....
Work Order Resolutions
Photo by Markus Spiske on Pexels.com Part of a series on review of all the new and amazing “2021 Release Wave 1” features One of the common requirement for Field Technicians is to record ‘what’ happened after they finished the work. This ‘what’ relates to two things: Log of the work (fixing, maintenance, installation, work around etc.) performed, and more importantly;Record any… Continue...
Automatic Lead Assignment
I keep coming across more features that are getting enabled as part of 2021 Release Wave 1 and each time another feature is added I feel like I received another birthday present! Microsoft is not sitting still and new features are being added almost constantly! I think this feature is going to be a game changer for a lot of sales organizations. Keep in mind this feature is currently inRead More Continue Reading Dian Taylor’s...
Microsoft Field Services – #D365ForHousing
A number of organisations within the sector are looking at (or have implemented) field services to help manage and schedule repairs. But what is field services, what functionality could the sector make the most of and what are some of the challenges. What is Field Services? Field Service Management refers to using a resource (eg: colleagues/contractors) to fulfil tasks away from the… Continue Reading Chris Roberts’s...
How to – improve data migration performance – SSIS & Azure Data Factory (Dataverse / Dynamics 365)
In one of our projects, we were executing SSIS Packages (KingswaySoft’s Dynamics 365 SSIS Integration Toolkit) under Azure-SSIS Integration Runtime in Azure Data Factory. Check out – Deploy and run SSIS Package in Azure Data Factory Deploy and run SSIS Packages that use KingswaySoft’s SSIS Integration Toolkit on Azure Data Factory. After trying out different … Continue reading “How to –… Continue...
Customer Service Workspace- API
Omnichannel for Customer Service and the Customer Service Workspace provide us an API where we can use JavaScript to control the behaviour of the multi-session experience for out customer service agent. Below you will find a link to a video which explains the concept behind this API and gives one example of how we might use it. Continue Reading Neil Parkhurst’s Article on their blog Customer Service Workspace- API Omnichannel...
Render Actionable Adaptive card in Outlook for recipients outside of your domain
In my last post, I mentioned how you can hide the cards and show a regular body if the rendering of the card failed or if the device did not support Actionable Adaptive cards. The rendering of Adaptive cards usually fails when you are sending emails to someone outside your domain. In this post, I am gonna show you how you can enable Actionable Adaptive card to be able to render on the… Continue Reading Danish’s Article on...
Omnichannel for Customer Service and BOTS which don’t understand!
Omnichannel for Customer Service allows us to connect with a Virtual Agent. It is then possible to trigger a transfer to a human agent from with our topics / authoring canvas. But what if your customers are just getting frustrated with a BOT that doesn’t understand them? In this post I will explain how we can use a configuration setting to help with that scenario. It may be common to construct… Continue Reading Neil...
Connect Microsoft Dynamics 365 Developer Toolkit to a Dataverse environment using Global Discovery service (deprecation of the Regional Discovery service)
Many of us use the Microsoft Dynamics 365 Developer Toolkit for plugin development. This tool helps developers avoid manual tasks and helps them focus on implementing the business logic. Unfortunately, this tool is no longer working since the switch from Regional Discovery service to the Global Discovery service. Actually, the error “FCB ‘EnableRegionalDisco’ is disabled” is generated when… Continue...
Exam PL-400 Revision Notes: Publishing and Consuming Events
Welcome to the eighteenth post in my series focused on providing a set of revision notes for the PL-400: Microsoft Power Platform Developer exam. Last time around, we explored some of the capabilities offered by the Microsoft Dataverse Web API, which can be particularly useful when you are building integrations targeting this platform. This post finished our discussion on the Extend the… Continue Reading The CRM Chap’s...
Virtual Dataverse tables with no code, via Connectors
How to bring external data from SQL Server tables into your Model-driven Power Apps with the new Virtual Connector Provider. This blog posts demonstrates how you can transparently combine the virtual & physical data onto a single screen for the users to work on. Continue reading Virtual Dataverse tables with no code, via Connectors at Jukka Niiranen. Continue Reading Jukka Niiranen’s Article on their blog Virtual Dataverse...
Migrate to Omnichannel Admin Center
I have recently moved from using the original Omnichannel Administration app to the newer Omnichannel Admin Centre. If like me you want to use the newer admin experience you will need to migrate your current workstreams. In this post I will explain the process I followed. As I have configured numerous channels I actually have quite a few workstreams, all of which needed to be migrated to the… Continue Reading Neil...
Kevin McDonnell on The Oops Factor
Talking to Kevin about his involvements with the Scouts/Cubs movement, why duct tape is SO important in life to always have with you, and what could possibly happen (or not happen) when looking at data migrations. 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...
Microsoft Teams Integration with D365 on custom entity
To enable Microsoft Teams in D365, Go to Settings –> Administration –> System Settings –> General Tab and flip the below highlighted options to Yes. Once done, we’ll be able to see Collaborate button on the ribbon as shown below. By default it’ll be enabled on several OOB entities as mentioned here: Continue Reading Ajit Patra’s Article on their blog Microsoft Teams Integration with D365 on...
2021 June DC Chapter Meeting
This week we had the 2021 June DC Chapter Meeting featuring Artur Zielinski (LinkedIn, Twitter, YouTube). Artur came to do a CRM Sales Bot Demo. This demo showed how to use CRM Bot to get started building chat bots. We can build fully autonomous guided selling processed and make chat bots that are very useful and user friendly. The coolest part is that everything is using Power Platform… Continue Reading Kylie Kiser’s...
D365: Why my Power Automates are not being triggered
Recently, we copied a production environment to sandbox environment. Then, I was working on a requirement on the sandbox environment for which I created a power automate. The trigger was on create of a record. After creating the power automate, when I tested the functionality, for some reason the power automate was not getting triggered at all. After going through the power automate… Continue Reading Ajit Patra’s Article...
Power Automate Desktop – Document Automation
At Ignite this year Microsoft announced that anybody running Windows 10 can now use Power Automate Desktop for free. Power Automate Desktop empowers users to automate repetitive tasks they run on their Windows desktops. In this post I wanted to demonstrate some of its extensive capabilities by using Power Automate Desktop for Document Automation extracting […] The post Power Automate Desktop –… Continue Reading Joe...
How to get the type of the regarding field of an activity using Power Automate Cloud Flow ?
The activities have a field named Regarding which is of type Multi-table lookups. This field supports several types like account, contact, lead (…). This post will discuss how to get the type of lookup used or in other words which table is used with Power Automate Cloud Flows. For the demo, I created a simple flow that is triggered when a task is created. Then I store the type of the… Continue Reading Mehdi El Amri’s...
Troubleshooting OmniChannel Engagement Hub: Setup Issues
Originally posted on Everything D365: I’m a huge fan of the Omni Channel Engagement Hub. You may have gathered this fact if you’ve read previous blogs, seen previous posts or watched me demo the product. I see the Omni Channel Engagement Hub as a game changer – it’s much easier to get up to speed… Continue Reading Nishant Rana’s Article on their blog Troubleshooting OmniChannel Engagement Hub: Setup Issues...
Modern Model App designer (preview) – Dataverse (Dynamics 365)
A new Model App designer (preview) was added to the platform recently. It follows a page-based authoring approach and resembles the new UCI. Within the Maker Portal, while create an new Model-Driven App, we can select Modern App designer (preview) Provide the name and description to the app and click Create. Click on Play to … Continue reading “Modern Model App designer (preview) – Dataverse… Continue Reading Nishant...
Enhanced experience to add products
Today is a bit of a milestone for me, because this is my 100th article! Now let’s get on with it! If you are using Dynamics 365 Sales, then you have noticed that adding products to an opportunity, a quote, an order or an invoice is a bit of a drag. We have to add the products one by one, unless we use the suggestions feature that allows users toRead More Continue Reading Dian Taylor’s Article on their blog...
Apply a business logic to the Opportunity Close Quick Create form according to the context of the opportunity closure
In the release 2 2019, Microsoft introduced the ability to modify the Opportunity Close dialog using the Quick Create Form. In this blog, we will discuss the ability to apply a business logic to the Opportunity Close Quick Create form according to the context of the opportunity closure. Use Case Change the “Close Date” label depending on the context of the opportunity closure. Indeed,… Continue Reading Mehdi El...
Omnichannel Admin Center (Part I)
So there’s a new kid on the block. Or rather, it’s probably more accurate to say that there’s a new app available in Dynamics 365! This is the ‘Omnichannel Admin Center’ app that’s now present for anyone who currently has Omnichannel installed in their environment, or who is creating a new installation of Omnichannel. So, what is this all about then? Well, let’s back up a step here…....
Episode 50 – Power Apps – Games, Portals & Model-Driven
Help For Member Of Our Community Help Jess Militar (MVP in the Philippines in hospital with a serious medical condition and exorbitant medical costs) – Help Jessica Militar Raise Medical Cost | Community Fundraising Page with GoGetFunding Power Apps Model-driven & Canvas Model Driven Apps – Tutorial for Complete Beginners – Lisa’s video on YouTubePower Apps new app designer:… Continue Reading...
Data Migration – Optimum batch size and threads for maximum throughput – Microsoft Dataverse (Dynamics 365)
For one of our projects, we were trying to figure out the optimum batch size and threads while using the CDS/CRM Destination component of KingswaySoft. https://www.kingswaysoft.com/products/ssis-integration-toolkit-for-microsoft-dynamics-365/help-manual/crm/destination Now with Service Protection API limits in place, to get the maximum throughput the first point to consider is User… Continue Reading Nishant Rana’s Article...
Quickly Create New ‘Incident Types’
Part of a series on review of all the new and amazing “2021 Release Wave 1” features “What is the single most-effective productivity hack that exists in the world today?” Somebody responded, “Copy-Paste” to the question above – and at least, to me that makes a lot of sense. Copy-paste does have a literal meaning (which is also effective, if done smartly ) but more abstractly, copy-paste…...
Two-way sync of bookings between Dynamics 365 and Outlook, Part III – Sync from Outlook to D365
In part II we looked at syncing bookings from Dynamics 365 to Outlook. In this part we’ll look at syncing existing bookings from Outlook to Dynamics 365. Events originating from Outlook as new events are not synced so this blog post only covers syncing existing events. I might write a separate blog post about syncing events that Originate from Outlook, after relevance search in Power Automate… Continue Reading Antti...
Microsoft Dynamics Marketing – Venue Management
When it comes to managing events i find one of the most difficult aspect of it is the venue management. Different resources and contacts that you dealing with, Information all over the place and the…(read more) Continue Reading TheMarkChristie’s Article on their blog Microsoft Dynamics Marketing – Venue Management When it comes to managing events i find one of the most difficult aspect of it is the venue management....
Exam PL-400 Revision Notes: Working with the Microsoft Dataverse Web API and Processing Workloads
Welcome to the seventeenth 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 deep dive look into custom connectors, a powerful feature within Power Automate and canvas Power Apps that allows us to expose our bespoke APIs for consumption within these services. Today, we finish off our discussion on… Continue Reading The CRM Chap’s...
Stroke of Jonas – pause of normal MVP
February 16, 2021, I Jonas Rapp survived after a very serious stroke that hit me. <pause> This is why I have “paused” the usual as blog, create new tools for you, and of course improving existing tools, like FetchXML Builder which is still used 4000 times every day in the whole world, and not “being the MVP” as I usually tried to do. < figcaption>FetchXML Builder, used on… Continue Reading Jonas...
Posts on Omnichannel for Customer Service (Dynamics 365)
Posts on Omnichannel for Customer Service (Dynamics 365) Continue Reading Nishant Rana’s Article on their blog Posts on Omnichannel for Customer Service (Dynamics 365) Visit the post for more. Blog Syndicated with Nishant Rana’s...
Michael Roth on The Oops Factor
Finding out about how Michael has come into the technical community from a NON-TECHNICAL background, some of the challenges that this has brought with it, and his love of crocheting! Also going into the art of presenting to customers, and how it can be livened up (or not!). 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… Continue Reading...
Business Central IWs License
What is IWs license? When assigning Business Central license to the users, you will notice that you have Dynamics 365 Business Central for IWs. What is it and why do you have 10000 of it ? IWs is a demo license / free evaluation license. When you signup for Business Central trial using the self-service sign-up, 10000 IWs licenses are added to your Azure AD. It allows you to assign… Continue Reading thatnavguy’s Article on...
The learning never stops
On May 1st, I was honoured to be awarded Microsoft MVP in the Business Application category and I was well and truly humbled. Awarded MVP Since then however, it’s truly been non stop with all sorts of changes coming at me. One of the things I saw when I was first awarded was call the MVP Challenge which was a challenge all focussed on learning. One thing I’m proud to admit is I barely… Continue Reading Matt’s...
Understand email statistics in ClickDimensions
Email statistic calculation If you’ve ever wonder why the count of your marketing lists members differs from the email statistic that ClickDimensions has sent, then the following list will help you to understand how ClickDimensions calculates the email delivery. + LISTED RECIPIENTS+ Recipients – leads, contacts and accounts that are connected to the ‘cdi_emailsend’ as recipient,… Continue Reading...