Dynamics 365 CRM and SMS Integration for Smarter Sales, Marketing, and Customer Service Processes!
Messaging is a powerful tool for customer engagement, with 90% of messages read within the first three minutes of delivery. This immediacy makes SMS an effective component of a sales communication strategy, leading to quicker responses from leads. However, without integrating your texting system with your CRM, efficiency drops as you toggle between systems to access information. The solution lies in SMS and CRM integration, which...
How to Create Microsoft Power Apps Trial 30 days?
Please check the below video and like, share and subscribe to my YouTube Channel. Arun Potti Hello Everyone, Welcome to My YouTube Channel. Myself Arun Potti, I am the Microsoft Certified Trainer and C-Sharp corner MVP. I have total 13+ years of Technical experience in Microsoft .Net, SQL Server, Microsoft Dynamics CRM, Power Platform and Azure. Started this channel to share my knowledge to all the Power Platform learners’ in...
How to – use booking rules for validation checks in Dynamics 365 Field Service
Through booking rules, we can specify custom JavaScript methods, that can be used to run validation checks, before creation or update of a bookable resource booking record. Based on the result of the validation checks we can either warn the user or cancel the booking create or update event. Booking rules are triggered when a … Continue reading “How to – use booking rules for validation… Continue Reading Nishant...
Button to send Email based on Templates in Dynamics 365 CE
Great blog below by Vidit to demonstrate how you can use ribbon buttons in Dynamics 365 Sales to send emails based on Templates. Continue Reading priyeshwagh777’s Article on their blog Button to send Email based on Templates in Dynamics 365 CE Great blog below by Vidit to demonstrate how you can use ribbon buttons in Dynamics 365 Sales to send emails based on Templates....
Simplifying Dynamics 365 Record Creation with Pre-populated Fields Using Xrm.Navigation.navigateTo
I recently came across a unique client need that they wanted to streamline the process of creating new email records in Dynamics 365 by having certain fields pre-populated based on existing emails. The client’s goal was to generate a nearly similar email record with an existing email, modifying only a few specific field details. After assessing the requirement, it became clear that manually copying information from one email to...
Use Monitor to debug Model-driven apps remotely | Power Platform
Monitor is one feature that comes in super handy when end-users complain about an issue which is difficult to ask end users to send across logs from the browser. And here’s where Monitor comes in handy! Let’s see how this works through this simple blog post!! Capture events from Monitor in Model Driven Apps Here’s … Continue reading Use Monitor to debug Model-driven apps remotely |… Continue Reading...
Not able to Create Power Automate Flow in Custom Page in Model-Driven App?
Recently when I was working on a Custom Page in Model-Driven App and trying to create a Power Automate Flow from it and faced the below issue in Microsoft Edge browser. I can see that it is trying to open the flow page, but it was showing as loading always and also tried to close the page, but it was not closing at all. Then, I logged into Microsoft Power Apps in Google Chrome and tried to check the same issue and surprisingly it...
Secure Your Dynamics 365 Attachments in the Cloud: Easy SharePoint & CRM Integration Guide!
The synergy of Microsoft Dynamics 365 CRM and SharePoint is undeniable. Linking them streamlines workflows, boosts collaboration, and enhances document management. Businesses leveraging Microsoft Dynamics 365 CRM often opt for the native SharePoint integration for its ease of use and cost-effective storage benefits. In this blog, we will guide you through the process of setting up SharePoint and Dynamics 365 CRM integration. You can...
How to Enable Inline Actions feature in Microsoft Canvas Apps?
Microsoft introduced the new inline actions for Power Apps Canvas Apps – a new way to perform the most common authoring tasks directly inline on the canvas. Using this feature, it will be easier to add the required actions easily using the Action bar by reducing both cognitive load and mouse travel, also we can use Copilot from the new inline action bar. In this article, will explain step by step to enable the Inline Actions and...
Extend a generated Word Template from Dataverse
Hello everyone, Today, I had an interesting challenge from one of my client. Here is the use case : < blockquote> “We want to keep using the Word template provided by the Dataverse because it’s easy to configure the data mapping between the Tables and the word template. But we also want to integrate values from another system”, and the solution must be as integrated as it is today for the… Continue Reading...
Navigating Businesses through Changing Climate within Dynamics 365
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How to get formula suggestions from AI by simply providing the expression in Dynamics 365 CRM
Dynamics 365 CRM has introduced a new datatype Formula to explore more on adding a Power Fx formula column into Dataverse. You can follow the blog recently added. In addition to that Dynamics 365 CRM has come up with a new feature Get Formula suggestion (Preview) where users can easily get the formula by just passing the expression. Let’s enable this feature first by following the below steps: Login to Power Platform Admin Center...
Fixed – The input is not a valid Base-64 string as it contains a non-base 64 character, more than two padding characters, or an illegal character among the padding characters exception in Plugin (Dataverse / Dynamics 365)
Recently for one of our plugins, that moves attachments to the Azure Blob Storage, we got the below exception. BlobFileName: WFU000069107_Inside Install – CFC__2024_03_03_12_24_05_179_temp.jpgCaught Exception: The input is not a valid Base-64 string as it contains a non-base 64 character, more than two padding characters, or an illegal character among the padding… Continue Reading Nishant Rana’s Article on their blog...
Simplify Scheduling in Dynamics 365 CRM: Set Up Automated Recurring Appointments
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Power Automate teamed with Azure OpenAI Services to track conversations using Keywords!
Sarah, a bright-eyed sales associate at Peck Packaging, felt a familiar pang of frustration. A potential client, Miss Atkins, had mentioned budget concerns in their last email, but the details were buried amongst a sea of technical specifications. Sarah knew she needed to address this concern but had no time to skim through the entire conversation. That’s where Inogic Professional Services’ innovative application of Keyword...
Find Dynamics 365 Data in Outlook using mentions
Today I stumbled across a feature that is pretty new! This feature was just released on March 6th and I have to say I am loving it! Apparently, it has been in preview, so I am not sure how I missed it, but I guess with so many new features being pushed out on a regular basis, it is to be expected that some features slip through the cracks! First,Read More Continue Reading Dian Taylor’s Article on their blog Find Dynamics 365...
Find Dynamics 365 Date in Outlook using mentions – YouTube
Find Dynamics 365 Date in Outlook using mentions In this video, I’m going to show you a feature that just because generally available, which makes this process much easier. It allows us to “mention” a Dynamics 365 record directly from within the Outlook web client. This means that the link to the Dynamics 365 record is embedded into the email, and the recipient can click the link straight from the email message....
The ‘operationOptions’ property is not allowed on the trigger when the workflow contains actions of type ‘OpenApiConnection- Power Automate
Recently while trying to save one of our cloud flows having a “When a HTTP request is received” trigger, we got the below error message after adding the “List Rows” (Dataverse) action Request to XRM API failed with error: ‘Message: Flow client error returned with status code “BadRequest” and details...
Protect Confidential Information: Implement Data Masking Strategies Dynamics 365 CRM
Masking in Dynamics 365 CRM is essential for safeguarding sensitive personal details from unauthorized access and malicious attacks. By obscuring confidential fields such as Passport numbers users can prevent data breaches and identity theft. For instance, masking a customer’s passport number as C9689XXXX ensures that only authorized personnel can access the complete information, thus enhancing data confidentiality and security...
Arun Potti’s YouTube Channel Started!!!
Hello everyone, started my Arun Potti – YouTube Channel today and request you all to have a look at this Introduction video. Please Subscribe my YouTube channel and Like, Share and Comment on this video. Going forward will share my knowledge on my Blog and YouTube channel as well. Thank you so much for all your encouragement and support these many years on my blog and would like the same on my YouTube Channel as well. Thank you...
2024 March DC Chapter Meeting
Great group of attendees for the 2024 March DC Chapter Meeting We are back with the 2024 March DC Chapter Meeting! This meeting featured 2 great presentations. Let’s jump right in! Low-Code Plugins Mike Ochs taught us about Instant Plugins, the new low-code way to add custom logic to Dataverse, Canvas App, and Power Automate. It’s cutting-edge stuff and one of the final areas for… Continue Reading Kylie Kiser’s...
Webinar: Manage Duplicate CRM Data with Fuzzy Matching, Master Record Selection, and More with DeDupeD New Release!
Data cleaning, a crucial process in data management, involves identifying and addressing inconsistencies, missing values, and duplicates within a dataset. According to a study by Dun & Bradstreet, up to 30% of data in CRMs can be duplicated, highlighting the significance of effective data hygiene practices. When it comes to Microsoft Dynamics 365 CRM, basic deduplication needs can be met using the built-in duplicate detection...
How to use /mention in Outlook web client for Dataverse records?
One of the most common scenarios that business has in day-to-day life is, sharing the information of Dataverse applications with your colleagues on an email. In general, you need to jump out of Outlook web experience and open your Dataverse record and then copy and paste the link of the record into your email. This is possible now with a simple configuration in the Power Platform admin center. You can quickly access the records they...
D365PPUG Birmingham – April 2024 Event
We have another amazing free Dynamics 365 / Power Platform event planned for April! Our next in-person meeting will take place on Thursday 11th April from 18:00 at the Wesleyan Building in Birmingham. You can register on meetup.com here. Regular attendees will already know that parking is available close by at the B4 Car Park or it’s a short walk from any city centre train station.
Rejoice Women Photographers the Maplytics Way!
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A Comprehensive Guide to Create and Edit Topics with Copilot
Normally, in Microsoft Copilot Studio, you can make and change topics. Now, Microsoft added a neat feature called “Create and Edit from Description”. With this, you can just tell it what you need, and it will help you make and improve topics. This saves time because you do not have to do it all by hand. The AI understands your instructions and creates a topic with various elements and conversational replies automatically. With...
Force Sync users from Azure AD Security Group / Microsoft 365 Group to Dataverse environment – Power Automate
For Microsoft 365 Group we can use – List Group members action of Office 365 Group connector. Also check – https://nishantrana.me/2022/06/23/how-to-force-user-sync-power-platform-dynamics-365/ Hope it helps.. Continue Reading Nishant Rana’s Article on their blog Force Sync users from Azure AD Security Group / Microsoft 365 Group to Dataverse environment – Power Automate...
Associate Activities Multiple Related Records (Preview) feature in Microsoft Dynamics 365 CE
Activity records like emails, appointments, tasks, and calls can be associated to additional activity participants (parties) such as accounts, contacts, leads, and opportunities through a new partylist attribute. Previously, it wasn’t possible to associate an activity record to additional related party records. With this feature, users will be able to associate activity records with additional related parties, such as an email...
ILMerge / Dependent Assemblies in Plugin – System.IO.FileNotFoundException: Could not load file or assembly ‘System.Memory.Data’ – Dynamics 365 / Dataverse
Recently in one of our Plugins, which was using Azure.Storage.Blobs and Azure.Storage.Common libraries to move attachments from notes to Azure Blob Storage suddenly started throwing the below exception. The Plugin had been working fine and had been deployed long back to the production environment. System.TypeInitializationException: The type initializer for ‘Azure.Response’ threw an exception…. Continue Reading...
Why Environment Variables don’t appear in Flows? | [Quick Tip]
At times, if you are new to working with Environment Variables and you’re looking to use them in your Flows but don’t see them? Here’s why! Flows Outside Solutions If you are creating Flows from the My Flows section, let’s see if you can access Environment Variables or not – Flows in Solutions [Default and … Continue reading Why Environment Variables don’t appear in Flows? |…...
Pre-Export Step Required setting in Deployment Pipeline | Power Platform Pipelines
Now that you must’ve already setup your basic Power Platform Pipeline as yet and are looking to explore how to extend the Power Platform Pipeline to do more advanced operations, this post is for you!In case you are still looking to first setup your Power Platform Pipeline, you can check this Blog Series which this … Continue reading Pre-Export Step Required setting in Deployment Pipeline |… Continue Reading...
Dynamics 365 – Knowledge Base Filtering
I was recently asked how we can control the filters available to agents when using the knowledge articles. I needed to research this feature; in this post I explain the filtering options. We can search the knowledge base from several points in Dynamics 365. You might, for example, be using the customer service hub and search for solutions directly from the case form. Or you maybe using the… Continue Reading Neil...
Team Up Text SMS & Location Intelligence within Dynamics 365 CRM to Close More Deals!
The post Team Up Text SMS & Location Intelligence within Dynamics 365 CRM to Close More Deals! appeared first on Blog | Maplytics. Source link
Extend Copilot for Microsoft 365 with Dynamics 365 Data (preview)
I am sure you have heard the term “Copilot” a lot in the Microsoft universe. It can be overwhelming to understand the different types of Copilots available. There is a Copilot for Dynamics 365 Customer Service, which helps customer service agents by searching through knowledge sources like SharePoint sites, internal websites, and knowledge bases to help solve customer issues. On the other… Continue Reading Dian...
Extend Copilot for Microsoft 365 with Dynamics 365 Data (preview) – YouTube
Extend Copilot for Microsoft 365 with Dynamics 365 Data (preview) Learn all about how to extend M365 Copilot with Dynamics 365 Data using plugins! Related Article: https://d365goddess.com/extend-copilot-for-microsoft-365-with-dynamics-365-data-preview Blog: https://D365Goddess.com Twitter: https://twitter.com/D365Goddess LinkedIn: https://www.linkedin.com/in/diantaylor/ Learn all about how to extend M365 Copilot with Dynamics 365 Data...
Resolving Error While Creating Target Entity Issue on Realtime Marketing Form Submissions
I’m hoping this helps people who have scratched their head for ages wondering why their Leads or Contacts are not being created when someone submits a Realtime Marketing Form. This has actually occurred for two different clients in a given week, so time for a post about. All you see is that the form submission for someone has failed, and the failure description shows ‘Error while creating… Continue Reading Megan V....
How to Enable Aggregation (preview) feature in Microsoft Power Apps?
The Power Apps grid control represents the next evolution of the Power Apps read-only grid control, allowing users to view, open, and edit records from views and sub grids. In addition to inline editing, this control provides other capabilities including a modern data browsing experience via infinite scrolling, allowing users to scroll indefinitely through data until they find the records they’re interested in, and an ability to...
Power Platform Pipelines | Blog Series
Here’s a blog series to get you up to speed on Power Platform Pipelines! Setting up and Running Power Platform Pipelines Here is what you need to get done in order to setup Power Platform Pipelines – Here’s official Microsoft Documentation on Power Platform Pipelines – https://learn.microsoft.com/en-us/power-platform/alm/pipelines?WT.mc_id=DX-MVP-5003911 Hope this was useful! Here are some… Continue...
Run a Power Platform Pipeline
In case you setup your first Power Platform Pipeline and looking to test it out? This post is for you. Or if you haven’t yet configured your Power Platform Pipelines first, refer this post – Setup Power Platform Pipelines Now that you have your basic Power Platform Pipeline set in place, let’s run a created Pipeline! … Continue reading Run a Power Platform Pipeline Continue Reading priyeshwagh777’s...
Setup Power Platform Pipelines
Given that you need to setup Power Platform Pipelines, here’s a post for you!This post will walk you through on how you can setup Power Platform Pipelines. Pre-Requisites Here’s what you need to setup in order to enable Power Platform Pipelines – Setting up Environments Here’s how you can setup your Environments in the – … Continue reading Setup Power… Continue Reading priyeshwagh777’s...
The plug-in execution failed because the Sandbox Worker process crashed. This is typically due to an error in the plug-in code – Dataverse / Dynamics 365
Recently we got the below exception for one of our plugins. Message: The plug-in execution failed because the Sandbox Worker process crashed. This is typically due to an error in the plug-in code. Please refer to this document: https://go.microsoft.com/fwlink/?linkid=2189390Microsoft.Xrm.RemotePlugin.Grpc.ExceptionHandlers.SandboxFabricWorkerCommunicationException: Error communicating with… Continue Reading Nishant Rana’s...
Open New Record Form with Pre-populated Fields Using Xrm.Navigation.navigateTo
This post will explain how you can pre-populate fields with various data types (lookup, partylist, etc.) when a new table form is opened using the Xrm.Navigation.navigateTo method. There is a navigateTo (Client API reference) in the Microsoft Learn but it lacks a code example for the implementation of data object parameter to set the default values to the fields when a form is… Continue Reading Linn Zaw...
Pass Entity parameter from Power Automate Flow to an Action
Let’s say that you want to run a Power Automate Flow on a set of Dataverse records and those records will be referenced in your C# Plugins. And the next steps is you’ll create an Action for this and register it in the Plugin Registration Tool. In case you are new to plugins in CRM, … Continue reading Pass Entity parameter from Power Automate Flow to an Action Continue Reading priyeshwagh777’s Article on...
Power Apps – Some components of this app require you to sign in. If you don’t sign in, part of the app may not work.
Got the below error while opening the Microsoft Power Apps form in Google Chrome. Some components of this app require you to sign in. If you don’t sign in, part of the app may not work. Solved the issue by following the below steps. Step 1: Click on Browser’s Vertical dots and Click on Clear browsing data. Or Click on Ctrl +Shift + Del. Step 2: Choose Time range as All time and Select only Cookies and other site data....
Only notes are available in Offline mode. Please check your internet connection to view other timeline records – Dataverse / Dynamics 365
We were recently exploring the Dynamics 365 Field Service mobile app, we saw that for the users with a mobile offline profile configured – Add the user to an offline profile, when they go offline they will see the below message – “Only Notes are available in offline mode. If you would like to view … Continue reading “Only notes are available in Offline mode. Please check your internet… Continue Reading...
Group Opportunities for better analysis by aggregating the numeric fields in Dynamics 365 Sales
Introduction The Pipeline feature in Dynamics 365 Sales is designed to improve the management of Opportunities, providing a more efficient approach for both managers and salespersons. This feature allows users to have a clear understanding of their entire deals in the pipeline, enabling quicker comprehension of relevant information and facilitating prompt decision-making. Additionally, the new enhancement enables users to group...
How to Enable the SQL Server stored procedures (preview) feature in the Power Apps?
Microsoft has released a new feature to call the SQL stored procedure from the Canvas Apps using Power Fx. Customers can add a SQL Server Database object to their data sources and then access Stored Procedures actions off of the database object. In this article, will explain step-by-step process to enable the SQL stored procedure preview feature in the Canvas Apps. Pre-Requisites: Click on the below article link and create a Microsoft...
Fixed – Duplicate records in Azure Synapse Link (Dataverse)
Recently for some of our Dataverse environments, we found duplicate records getting created (same GUID) for Notes and Work Order Incident tables in the corresponding CSV files. Here we were using In place update – In-place updates vs. append-only writes This was causing the Power BI reports built on top of it to fail. On … Continue reading “Fixed – Duplicate records in Azure Synapse… Continue Reading...
Conquer the Clock: Time Management for Sales Teams using Dynamics 365 CRM
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