How To Use Reminders to Stop Losing Leads in Dynamics
There are many ways to keep on top of leads in Dynamics. Your choice of technique will depend on a few things Your team size – do you need a sophisticated system in a small team? Your current workflow – is it complex and needs documenting? Are people not following it? Your flow of leads – do you need to filter out cold leads and focus your time on higher scoring leads? The… Continue Reading Pete Murray’s Article on their...
Enhanced ‘Selected Row’ Trigger Now Available in Power Automate
We’re excited to witness the return of an enhanced ‘When a record is selected’ trigger in Power Automate, that was previously deprecated. The community has eagerly awaited its comeback ever since the old connector was announced for deprecation. ‘When a record is selected’ trigger is an impactful feature that enables users to initiate flows directly from the form/home-grid interface on one or multiple...
API playground feature not available in Dataverse Accelerator App?
In my last article, I had discussed about API Playground feature in Dataverse Accelerator App, and I have another environment, where I cannot see this feature. Followed the below steps and resolved the issue. Step 1: Open Power Platform Admin Center. Power Platform admin center No Description Step 2: Click on Environments. Step 3: Select the required Environment. Click on Resources -> Dynamics 365 apps. Step 4: Select the Dataverse...
Power Pages: Set up OKTA as an identity provider
If you have configured a Power Pages website, chances are that you will require external users to sign in to be able to access certain information. Things like their own support cases, invoices, etc. Along with page permissions, table permission, web roles, you also will need to decide and configure and identity provider to be able to determine that the person signing into the website is who… Continue Reading Nick...
Maplytics Optimizes Routes and Boosts Productivity for T-GREX
T-GREX, a company founded by brothers Roberto and Matteo, brings together their 30 years of experience in the precision grinding sector to offer exceptional value to their clients. They represent leading companies, combining cutting-edge technology with unparalleled quality and competitive pricing. Their services are comprehensive, encompassing safety training in using abrasive wheels, theoretical and practical training events,...
How to Explore and test Dataverse in the Web API playground (preview)?
The API Playground is a pre-authenticated software testing environment designed to enable creators to interact swiftly and efficiently with the Microsoft Dataverse Web API. This web application facilitates developers in experimenting with various API endpoints, eliminating the necessity for elaborate setup or authentication procedures. It also provides easy access to available actions and documentation links, enhancing the learning...
Streamline Multilingual Customer Support using Language Detection Prebuilt Model in Power Automate
The language detection prebuilt model figures out the main language of a text document. It looks at the text and gives back the detected language and a confidence score from 0 to 1, with higher scores showing more confidence. The language is returned simply, like “en” for English instead of “en-US” for American English. If the language can’t be identified, it returns “unknown.” Use Case A...
WhatsApp instant messaging vs SMS texting: Deciding Your CRM Messaging Approach!
In the contemporary digital era, effective communication is pivotal for cultivating robust customer relationships and driving business growth. For organizations using Microsoft Dynamics 365 CRM, incorporating messaging functionalities can significantly improve engagement levels and operational efficiency. As businesses aim towards seamlessly integrating messaging solutions within their CRM frameworks, the choice between WhatsApp and...
2024 Wave 2: Copilot for Sales
Well, folks, Microsoft is at it again! They’ve just dropped some serious coolness with the 2024 wave 2 release notes! I’m very excited to bring you a new series of articles covering all the juicy details for Dynamics 365 Sales, Customer Service, Field Service, and more! In the second article in the series, I am going to explore all the exciting stuff coming up for Copilot for Sales. Some… Continue Reading Dian Taylor’s...
2024 Wave 2: Copilot for Sales – YouTube
2024 Wave 2: Copilot for Sales This is part 2 of my video series about the new features that are part of 2024 Release Wave 2. In this episode I am talking about all the features for Copilot for Sales. Which feature are you most excited about? Leave note in the comments! Related Article: https://d365goddess.com/2024-wave-2-copilot-for-sales/ Blog: https://D365Goddess.com Twitter: https://twitter.com/D365Goddess LinkedIn:...
Use Drawing Tools, Regions, and Files To Plot and Analyze Data on a Map Integrated Within Dynamics 365
Exploring the ‘By Location’ option for plotting and visualizing Dynamics CRM Records on a map was a fun ride both in our previous blog and Tutorial 2 from our #KnowYourMaplytics Series. As promised, we are back with the next options for plotting data, ‘By Region’ and ‘By Drawing’ By Region This option allows the plotting of entity records in required regions The regions can be selected from among City, State, County, Country, Postal...
Attachment Control in Power Apps: Implementing File Type Validation
I recently came across a client requirement to create a candidate registration system integrated using canvas apps. The client, a third-party hiring company, wanted to securely store candidate details and along with their resumes in CRM. They specifically asked for uploaded files to be limited to formats such as JPG, docx, or PDF due to security concerns. Allowing unrestricted file uploads poses significant risks, including the...
Web resource method does not exist in Dynamics 365 CE
Got the below error while working on Onload of Account record JavaScript in Microsoft Dynamics 365 CE. Script Error One of the scripts for this record has caused an error. For more details, download the log file. Web resource method does not exist: onLoadSession Id: d98076f7-6ddf-4aed-b0cb-8aae086c17c2Correlation Id: 8bb7a596-38fc-4ba0-b532-9e032d3a2c59Event Name: onloadFunction Name: onLoadWeb Resource Name: ap_account.jsSolution...
How to get Environment Variable Value in Dynamics 365 CE using JavaScript?
We might have got a scenario to use the Environment Variable Value in the JavaScript in Dynamics 365 CE. In this article, will explain about retrieving the Environment Variable current Value using JS. Follow the below example. Example: Create an Environment Variable and Show the value on Onload of Account record. 1.Created the below Environment Variable with Current Value. Copy the Name of the Environment Variable and will use the...
Wave 2 2024 Customer Insights Journey Chat With Amey Holden
The release notes for Dynamics 365 Wave 2 2024 have been published. My good friend Amey Holden and I got together to chat about each proposed change or new feature from the Customer Insights – Journeys section (formerly D365 Marketing). We talk through what each of us thinks of the new proposed features from Microsoft and share ideas with each other that we hadn’t necessarily thought… Continue Reading Megan V. Walker’s...
Webinar: Define, Scope, & Plan Projects efficiently with Microsoft Dynamics 365 Project Operations!
Guess Who Am I? I can generate project plans, allow managers to assign tasks to team members, and allocate the proper resources. I match resources like consultants, analysts, and designers to projects based on their skill set, availability, and overall knowledge I establish more efficient and accurate project financial management by integrating time and expense data into the billing process No, silly, I ain’t the holy savior, I am...
Power Pages: Uploading BIG attachments!
One of the weaker features in Power Pages has been the ability to upload large files through a website. Now in preview, the Power Pages team has added a new file upload feature that will users to upload files as large as 10 gigabytes! See the official announcement! Delight your end users with the new file upload experience The Microsoft documentation covers the configuration and… Continue Reading Nick Doelman’s Article on...
How Trefor Leverages Integrated Maps in Dynamics 365 to Minimize Downtime and Optimize Field Service!
Trefor, a leading utility provider in Jutland, Denmark, plays a crucial role in keeping homes and businesses powered. Supplying over 150,000 customers with heating, water, electricity, and fiber connections, their services are vital for daily life. However, service disruptions can be frustrating for customers and costly for Trefor. Swiftly Locating Service Disruptions Trefor’s primary concern was minimizing service downtime for...
How to Integrate Power Apps with Microsoft Planner using Microsoft Teams
This blog will thoroughly explore the seamless integration of Power Apps with Microsoft Planner to effectively create and assign tasks to users within your organization using Microsoft Teams. The vast majority of employees rely on Microsoft Teams to work, communicate, and collaborate. In Microsoft Teams, apps are seamlessly integrated with other capabilities. For example, you can efficiently assign tasks using Planner in your Teams...
Model-driven Apps – openAlertDialog – Code Snippet
We quite often use the alert to display a dialog, which contains a message and a button. In this article, will explain about the syntax and with an example. Syntax: Xrm.Navigation.openAlertDialog(alertStrings,alertOptions).then(successCallback,errorCallback); Parameters: NameTypeRequiredDescriptionalertStringsObjectYesThe strings to be used in the alert dialog. The object contains the following values:– confirmButtonLabel:...
Set an app (Model-driven or Canvas App) as a startup app – Power Apps Mobile
Microsoft has introduced a new feature, through which we can now specify a particular app as a start-up app, that will open up when we launch the Power Apps mobile, instead of waiting for the home page / or selecting it from favorites. Below we can select the option Open at Startup to specify the … Continue reading “Set an app (Model-driven or Canvas App) as a startup app – Power… Continue Reading Nishant...
2024 Wave 2: Dynamics 365 Sales
Well, folks, Microsoft is at it again! They’ve just dropped some serious coolness with the 2024 wave 2 release notes, hot off the press just 90 minutes ago! I’m stoked to bring you a new series of articles covering all the juicy details for Dynamics 365 Sales, Customer Service, Field Service, and more! In this kick-off article, we’re going to explore all the exciting stuff coming up for… Continue Reading Dian Taylor’s...
Indulge like an Expert with Maps Integrated within Dynamics 365 using #KnowYourMaplytics
Microsoft Dynamics 365 is a powerful CRM platform that helps businesses manage customer interactions, sales pipelines, and marketing efforts. The most powerful tool when coupled with location intelligence can benefit from effortless strategizing and data analysis. With this view, and suggestions from clients, Team Maplytics has come up with a tutorial series, ‘#KnowYourMaplytics’ to understand the working of the popular features of...
Mobile Offline Profile – Select columns to be downloaded (Dynamics 365 / Model-driven apps)
With this new feature (preview) now we can specify the columns to be downloaded on mobile devices for offline use. Select edit for the Model-driven app. Select Settings and select an existing offline profile or create a new profile. Select a new table or an existing table for the profile, we can see the Manage … Continue reading “Mobile Offline Profile – Select columns to be downloaded… Continue Reading Nishant...
Visualizing Data Models with Copilot in an ERD View
Exploring the capabilities of Copilot Studio within Microsoft Dynamics and Power Platform opens up new avenues for enhancing business application development. A critical aspect of this process involves constructing intricate data models that often include multiple tables. The introduction of the innovative ‘Create New Tables (Preview)‘ feature in Copilot Studio transforms this procedure by enabling the seamless creation...
Auto Create and Draft Territories with Territory Management for efficient Field Services within Dynamics 365!
Maplytics has been a constant manufacturer of unique features that innovate the way marketing and sales approach field sales and field service. Territory Management is a leading example in defining Sales Territories by using Maplytics- the Certified Software of the Microsoft AppSource for Dynamics 365. These innovations and new-age thinking have led Maplytics to earn popularity, respect, and a wholesome family of loyal clients and...
Create a Custom Connector For Power Automate & Power Apps
This post will help you get around building your first Custom Connector in Power Platform and Power Apps! Continue Reading priyeshwagh777’s Article on their blog Create a Custom Connector For Power Automate & Power Apps This post will help you get around building your first Custom Connector in Power Platform and Power Apps! Blog Syndicated with priyeshwagh777’s...
HTTP Trigger Azure Function Authorization Types simplified | D365 Demystified
Here’ how you can quickly understand what are the different Authorization Levels to be set while working with HTTP Azure Functions. Continue Reading priyeshwagh777’s Article on their blog HTTP Trigger Azure Function Authorization Types simplified Here’ how you can quickly understand what are the different Authorization Levels to be set while working with HTTP Azure Functions. Blog Syndicated with...
Sending A Journey Using RSS Feeds & Topics In Realtime Marketing
Back at the start of 2022, when Realtime Journeys and Triggers were just getting started, I wrote a post all about D365 Real-time Marketing, RSS Feeds & Subscription Centres. It gave you a way to create a Journey that would send an email out when you posted a new blog on your website to all those people who had subscribed and were included in a Subscription List. Moving on from that, we no… Continue Reading Megan V....
Replace the copilot added to the site with another copilot available in Microsoft Copilot Studio
Power Pages Site Copilot offers quick and efficient assistance to your site visitors and users, resolving issues and answering questions directly on your website. In today’s digital world, businesses often run several websites for different parts of their operations. Managing customer interactions on all these sites can be tough, especially when trying to give a smooth and consistent experience. To solve this problem, companies...
Perform Age calculation using Formula Columns in Dataverse / Dynamics 365
Below we have created a new field of Data Type Formula and Formula Data Type as Whole Number Specify the following formula. RoundDown(DateDiff(birthdate, UTCNow(), TimeUnit.Days) / 365.25, 0) Below we see the field in action. UTC current date is 10th Wednesday July 2024 for the below example. Also checkout the helpful video – and the … Continue reading “Perform Age calculation using Formula… Continue Reading...
Create your first custom Copilot for Customer Service Hub – Part 2 | Authentication
This is second part to the blog to create your first customer Copilot for Customer Service Hub. Continue Reading priyeshwagh777’s Article on their blog Create your first custom Copilot for Customer Service Hub – Part 2 | Authentication This is second part to the blog to create your first customer Copilot for Customer Service Hub. Blog Syndicated with priyeshwagh777’s...
Improving Sales Efficiency with Copilot AI Summaries for Dynamics 365 CRM records (Preview)
In today’s fast-paced business environment, leveraging technology to streamline processes and enhance efficiency is crucial. One such tool revolutionizing how sales teams operate is the Co-Pilot feature in Dynamics 365 CRM. Think of it as having a personal assistant integrated into your CRM system, providing real-time guidance and support as you work. Let’s explore how this powerful feature can transform your sales...
Power Pages DevTools extension
Microsoft Power Pages allows you to build powerful web applications using a variety of components, tools and development languages. However, building websites using server-side markup languages like Liquid sometimes can be very time consuming to debug and test. I was looking up something else in the Microsoft documentation and stumbled upon a new tool that will greatly assist in debugging… Continue Reading Nick Doelman’s...
Resolving the Generic SQL Error on Column Definition Update in Dataverse
Recently, I encountered a frustrating error while trying to modify the length of a text field in Dataverse. The error message was: “Sql error: Generic SQL error. CRM ErrorCode: -2147204784 Sql ErrorCode: -2146232060 Sql Number: 5074“ Initially, I checked for any dependencies related to my field but found none. After several hours of investigation, I decided to turn to the classic… Continue Reading Mehdi El...
Using Homogenous Batch / Bulk operation messages for improved performance – Data Migration / Dataverse
As we all are aware Microsoft has introduced Bulk Operation messages in the platform. Now we could use the same in our SSIS Package that uses KingswaySoft’s SSIS Integration Toolkit for Microsoft Dynamics 365 by using the Homengeneous Batch Operation Messages option in the CDS / CRM Destination Component Editor. Let us first use the … Continue reading “Using Homogenous Batch / Bulk operation… Continue Reading Nishant...
Create your first custom Copilot for Customer Service Hub – Part 1
Here’s how you can create your first Copilot for Customer Service Hub Continue Reading priyeshwagh777’s Article on their blog Create your first custom Copilot for Customer Service Hub – Part 1 Here’s how you can create your first Copilot for Customer Service Hub Blog Syndicated with priyeshwagh777’s...
Unified Routing – Capacity Profiles and Work Classification
I recently had a requirement to route conversations differently to agents based on the skills we’d classified for the work item. In this post I will explain this concept. There may be many scenarios when you’d like to apply the logic I am going to explain. A few are below; Maybe live chats requiring a particular skill take more concentration. Meaning agents can handle up to 3 regular… Continue Reading Neil...
Transform Your CRM Strategy: Outsource Dynamics 365 Development to Industry Experts!
Firstly, it’s obvious that customer relationship management (CRM) is a “must-have” component for success. Dynamics 365 CRM by Microsoft offers a comprehensive suite of applications designed to streamline operations, enhance customer engagement, and drive business growth, now with AI capabilities thanks to the integration of Copilot. In this blog we will explore the nuances of Dynamics 365 CRM, focusing on the benefits, in-house or...
Personalize Your Power Pages Portal with Custom Sign-Out Redirects
Recently, we had a requirement regarding the Power Pages Portal where the website was a customer website and there were multiple Web Pages present. So, whenever the user logs out of any web page and again tries to sign in to the same site on the same browser, then the portal by default redirects the user to the web page where they signed out. So, the user wanted to be redirected to a specific page after signing in to the same portal...
Create Multiple Cases from an Email Sent to Multiple Mailboxes in Dynamics 365 CRM
We recently encountered a requirement where the client utilized multiple queues in CRM (such as service team queue, product team queue, tech team queue, etc.) with configured email addresses. When customers send emails to multiple queues in a single email (e.g., sending one email to Support and Product queues), the CRM’s email tracking system creates multiple new cases based on the ARC rules for each queue. Since only one case...
How To Drag and Drop Email Attachments in Dynamics
We’re used to dragging and dropping files on to emails in Outlook, or to move files in File Explorer. Dynamics never supported this out of the box, until now. Add an attachment to an email Once you’ve enabled drag drop attachments, it’s easy to do Compose a new email in Dynamics. There are many ways to do this Click the + icon on any timeline in Dynamics Click the E-mail icon on… Continue Reading Pete...
Hope for Animal Victims: How UWARF and Maplytics are Making a Difference
The continued state of war in Ukraine has brought unimaginable devastation, impacting not just people, but the country’s beloved animal companions as well. Countless dogs and cats have been displaced, abandoned, or left injured amidst the chaos. Thankfully, organizations like the Ukraine War Animals Relief Fund (UWARF) are stepping up to help these vulnerable creatures. UWARF is a non-profit organization run by passionate animal...
Webinar: CRM Duplicate Data Cleaning Done Right with Phonetic Fuzzy Matching and Much More!
Maintaining a clean and accurate database is a fundamental challenge for any organization. Databases can get cluttered with duplicate records, which can cause errors and inefficiencies. This issue is particularly troublesome in CRM systems, where duplicate data can undermine customer relationship management, disrupt sales processes, and compromise data integrity. For organizations using Microsoft Dynamics 365 CRM, basic deduplication...
Power Automate – Flow is not running on Trigger condition
I was working on a flow and added a Trigger Condition which has 2 conditions in OR clause. @or(equals(triggerOutputs()?[‘body/statecode’], 1), greaterOrEquals(triggerOutputs()?[‘body/closeprobability’], 80)) The flow is working as expected with the above conditions. And then after some days, I added an extra condition in the OR clause as per new requirement....
Community Event in Faisalabad: App Development with Power Platform🚀
On June 29, 2024, I had an awesome time hosting two sessions at Birdview Logic Business Hub in Faisalabad on “App Development with Power Platform.” We covered Power Apps, Power Automate, and Copilot in these intro sessions, aimed at fresh graduates and IT pros looking to get into low-code/no-code development. A big shoutout to Shaheer Ahmad and Aqeel Khalid, 365 Connect Community… Continue Reading Yawer Iqbal’s...
Extend D365 Customer Service Copilot: Ask questions about your data(verse)
Earlier this month I posted an article on how you can extend the Copilot that sits inside of Dynamics 365 Customer Service by using Prompt Plugins. If you haven’t had a chance to read that article yet, then you can do so here. In the article I explained how you can create prompt plugins in Copilot Studio which are then surfaced inside of Dynamics 365 Customer Service as a PluginRead More Continue Reading Dian Taylor’s...
Extend D365 Customer Service Copilot: Ask questions about your data(verse) – YouTube
Extend D365 Customer Service Copilot: Ask questions about your data(verse) In this video I will show you how to create a prompt plugin in Copilot Studio that allows agents to ask questions about dataverse tables! I will also show you how to enable this plugin for the Copilot in Dynamics 365 Customer Service ! Background by Vecteezy.com Related Article:...
Fixed – Cannot process request because the process (7340) has exited. (Microsoft Visual Studio) – SQL Server Integration Services (SSIS)
Recently while trying to run an SSIS package from within the SSDT, we started getting the below error. The package had been running without any errors a couple of weeks ago. We tried most of the options suggested, but nothing worked. So eventually tried the Update. That also didn’t work. Next, we tried the Repair … Continue reading “Fixed – Cannot process request because the process (7340)… Continue Reading...
Utilize Copilot for Extracting Answers from SharePoint Sales Documents
As I am part of a technical startup’s sales team, getting quick information is crucial for client meetings. Recently, during a presentation, a potential client asked, “Can you provide details about the new features in your latest laptop model, the Tech Book?”. Previously, getting this information involved navigating through a large number of files stored on SharePoint. Each file had to be opened individually and...