COVID-19 Crisis Highlights Need for Online Presence for Businesses
The COVID-19 pandemic has forced people and businesses to adjust to social distancing with new behaviors. Many businesses such as retail and restaurants have had their physical locations closed and forced to conduct all their transactions online. Some of these businesses already had web infrastructure and delivery capabilities in place. Others scrambled to create new ways to place orders and… Continue Reading...
Save and Close not working on the forms in Dynamics 365 CE
Hi Everyone, Today I was working with HTML Webresource, we have some Hyperlinks on that. We have observed avery strange issue, Save and Close button on the from is not working on first click after we click on the hyperlink in the HTML Webresource and it works when we click for second time. Here is the sample source code that we had and if we remove the HTML webresource or if don’t click… Continue Reading Gopinath’s...
Omnichannel for Customer Service – Collection
Omnichannel for Customer Service OmniChannel for Customer Service provides omnichannel capabilities directly in Dynamics 365. Additionally it includes enterprise grade routing and also works with Unified Service Desk! Note: “Omnichannel Engagement Hub” was renamed to “Omnichannel for Customer Service”. (Therefore any old references to Omnichannel Engagement Hub imply Omnichannel for Customer… Continue...
Omnichannel for Customer Service – Voice and Video Calls
Microsoft’s Omnichannel for Customer Service allows us to escalate web chat conversations to voice and video calls, this is a great feature when conversations become complex and a chat conversation is simply more long winded than a voice call. In this post I will explain how to setup the video calling feature. I will also give details about the agent and customer experiences. Setup Not… Continue Reading Neil...
Omnichannel for Customer Service – Agent Scripts & Macros (and slugs)
Omnichannel for customer service contains a number of features to help improve agent productivity. In this post I will explore two of these …. Agent scripts and Macros. Plus we’ll see some slugs along the way! I’m covering the theory of agent scripts and macros in one post as I believe they are concepts that go hand in hand. (As an agent script can be used to trigger a macro.) I am assuming… Continue Reading Neil...
Using Data Anonymizer component (SSIS) to mask data in Dynamics 365
At times to ensure compliance, we need to mask the data, especially in our sandbox environments, while still maintaining the structure of the data. Here we can make use of the Data Anonymizer component of KingswaySoft’s SSIS productivity pack to mask the existing data. Create a new SSIS package, add CDS Source, Data Anonymizer, and … Continue reading “Using Data Anonymizer component (SSIS) to… Continue Reading...
Omnichannel & Application Tabs
One of the really nice things about the Omnichannel Agent experience is that it uses tabs. The conversation itself is in the left side of the screen, with the Customer Summary open in the right side of the screen. However this isn’t fixed into place – it’s possible to open additional tabs next tot he Customer Summary tab, and navigate to various places in the system. This allows agents to… Continue Reading...
Sending Emails From The Contact Owner With D365 Marketing
We’ve all been sent marketing emails that we ignore, no one is immune. How can we make sure that the emails WE send from Dynamics 365 for Marketing have more chance of being opened… and even more important, being read! The sender of an email is a good place to start. Are you just sending your emails from something like marketing@yourdomain.com (hoping you read this and set up your domain… Continue Reading Megan V....
Service Bus Queues & Power Automate
The announcement at Build 2020 that there is finally a Service Bus Explorer in the Azure Portal prompted me to write a post about using a Service Bus Queue with Power Automate. What are Message Queues? Messages queues are used to build scalable integration between platforms where a sender application puts messages on a queue […] The post Service Bus Queues & Power Automate appeared first on
#D365ForHousing – How to get up and running with the FREE solutions
I’ve put together this short blog to show you how to make the most of the solutions I’ve created. First you’ll need to set up a 30 day trail of Dynamics 365 before downloading the FREE #D365ForHosuing solutions (once you’ve registered on the website). As always it would be great to hear if there’s a quicker/easier way to go through this process. Step 1 – Setting up a trial Follow… Continue...
40 Tips to help you improve as Dynamics developer
You shouldn’t write code, you are not willing to test #HoskWisdom I have compiled a list of tips to improve as a Dynamics developer made up of blog posts I have written and blog posts I should have written. Get certified to broaden Dynamics knowledge –The benefits of Dynamics certifications Answer forum questions Microsoft Dynamics 365 Community Forums, CRM forum Know what value to… Continue Reading Hosk’s Article on...
Power Platform Developers Weekly – Issue #11
Want to get newsletter to your mailbox? Subscribe here On Saturday, June 6th, 365 Saturday is hosting “Power Platform Developer” event. They have a great lineup of speaker with interesting topics. To register for an event, click here. Microsoft Build took place last week, with lot of amazing content around Power Platform. All the session recordings are available here. If you are… Continue Reading Danish’s...
Loop through array of objects in a Flow & Create records in CDS | Power Automate
One of the most common scenarios that are looked out for are ways to loop through an array of objects received (say, from HTTP response) and create CDS records Sample Data Let’s say this is the sample data coming in which is an array of objects. This is coming from my HTTP trigger which I created and hosted. It could be anything else in your case And the body looks something like this… Continue Reading...
Dynamics 365 F&O Data Templates — What Are They?
Dynamics 365 F&O Data Templates — What Are They? Photo by NASA There have been some substantial improvements in the latest cloud hosted version of Microsoft’s flagship ERP system — Dynamics 365 Finance & Supply Chain Management (D365 FSCM). For this post, I’m going to focus on successive improvements made to the Data Management Framework (DMF) which have led to the introduction… Continue Reading Ajay Odedra’s...
Setting Up Notifications For Approaching Survey Response Limits
After changes were made to the Forms Pro entities so that they could be edited, I’ve thought of different ways that could help people trying to review and monitor the number of survey responses received. As standard, there are 2,000 responses a month that can be received (you can increase this as needed). In another post, we reviewed how to set up a survey dashboard to review response levels…. Continue Reading Megan V....
Different ways of getting record count (total) in Dynamics 365
Let us take a scenario, where a data migration package is running, and it either creates or updates (or deletes) a large number of records into Dynamics 365, and we want to get the count of records created/updated/deleted in the last x hour or so. With views, we are limited to just 5000 records. One … Continue reading “Different ways of getting record count (total) in Dynamics 365” Continue Reading Nishant...
File and Image Data Type Fields in Dynamics 365 Customer Engagement
Hi Everyone, Today I was creating some fields as per requirement in Dynamics 365 Customer Engagement and I know that File Type was available quite sometime in CDS but it can used only via Canvas App. To make our lives exited, File Type is available on Model Driven App now. Along with this, we can create multiple fields of type image in single entity. Well there was Entity Image that has… Continue Reading Gopinath’s Article...
Dynamics 365 - The cost of manual deployments activities
We can create a customisation that meet customer requirements quickly but they must be maintainable and moved between environments without manual tasks or you create a growing maintenance backlog. The creation of a customisation is only half the work needed. Lets walk through an example which will show the cost in time of manual data and customisations. Scenario We create a workflow which… Continue Reading Hosk’s Article...
Tracking Opportunity Approvals
Last week I had an interesting requirement for one of my prospects. They wanted to track approvals for opportunity records in Dynamics 365 Sales. You’re probably going to say ‘That’s easy enough, just use Power Automate and create a flow with approvals but it was a tiny bit more complicated than that, which made me think this configuration would make an interesting topic to write about. I… Continue Reading Dian...
Dynamics Customer Service form – Simple yet functional
This post is a part of a series of posts for Customer Service. The complete GUIDE can be found here Before we complete it all I will clean the form a bit. The demo I will be focusing on is the B2B space. If you use the B2C part of support, you might not need any of this. Just continue to the next post:) Before It looks good out of the box, but it doesn’t provide a great amount of… Continue Reading Thomas...
Planning to show a custom multi-select lookup. Use the Xrm.Utility.lookupObjects to show a multi-select lookup control in Dynamics 365
Originally posted on Debajit's Dynamic CRM Blog: Recently in my project I had the requirement to show up a multiselect lookup for selecting records across multiple custom entities. The customer have created a PCF control where they have designed to show the selected records spanning entities. But the issue was to show a lookup… Continue Reading Nishant Rana’s Article on their blog Planning to show a custom...
Using Data Spawner component (SSIS) to generate sample data in Dynamics 365
At times we need to generate sample data for our entities in Dynamics 365 for various reasons, performance testing is one of them. Data Spawner component which is part of KingswaySoft’s SSIS Productivity Pack provides us the most efficient way of doing so. Download the component here – https://www.kingswaysoft.com/solutions/ssis-data-generation-anonymization-components/data-spawner-component… Continue Reading Nishant...
Spelling Checker in the new Editors of Unified Interface
As Microsoft just recently applied the latest update 2020 wave 1 to our instances, which includes an update to the editor to the notes section. Previously, it was using a plain text editor where spelling checker from the browser can interact with it. With the new rich text editor, when you right click the incorrect text it will now showing the cut/copy/paste options instead. To use… Continue Reading Andre Margono’s Article...
Dynamics 365 Project Service Automation: Creating a Project Team Template
Tested on: PSA version 3.10.30.41 A recent customer ask was about creating a project team automatically when a Project was created in PSA. While creating a project team is usually a one-time effort at the beginning of a project, I do see value in project team templates in cases where teams are fairly static and they’re assigned on different projects. The ask sounded interesting so I wanted… Continue Reading Antti...
Query Dynamics 365 / CDS Data With SQL
So fairly recently Microsoft announced the ability (in preview) to query CDs data with SQL – as opposed to Fetchxml as we have been used to with online. I will write up a fuller discussion of this, once I have had a proper play, but there were some issues with setting this up, so I put together a short (ish) video to walk through the steps. Continue Reading Rob Peledie’s Article on their blog...
Omnichannel & Sentiment Analysis (II)
I’ve previously touched upon sentiment analysis within Omnichannel in several articles (https://thecrm.ninja/omnichannel-sentiment-analysis/ and https://thecrm.ninja/omnichannel-supervisor-tools/). It’s really a great feature that allows agents to quickly & easily see how the customer is interacting. It also allows for supervisors to see at a glance how interactions are going overall. With… Continue Reading...
Create Records from Business Cards Power Automate
In the digital era, it still strikes me as slightly odd that people still pass business cards. While LinkedIn and Twitter are my preferred medium, business cards are quick and easy ways to pass information between people and a lot of companies still collect them at in person events (can’t remember what those are haha) by using incentives of giveaways/prizes. So businesses and people come… Continue Reading Matt...
Losing it in Lockdown
A quick post from me about Mental Health in Lockdown. Here I share some of my struggles, and talk about where to find advice as well as where to chill out. The post Losing it in Lockdown appeared first on Hart of the Midlands. Continue Reading Mike’s Article on their blog https://hartofthemidlands.co.uk/2020/05/losing-it-in-lockdown/ Blog Syndicated with Mike’s Permission
Filtering is getting better -Dynamics 365 CE
Hi Everyone, Today I was testing some functionality as per my requirement on home page grids and was applying some filters to see the right data. It seems the filtering has been bit improved in the latest version. I have observed two things. 1) Lookups – When you try to filter on column of type lookup, you will see the list as a drop down and that too very fast. Not sure what kind of… Continue Reading Gopinath’s...
Reviewing the New Power Platform App Maker Associate Exam & Certification
One of the exciting announcements that came out earlier this week, in tandem with Microsoft Build 2020, was the introduction of a new Power Platform exam and corresponding certification, which will be released later on this year. Exam PL-100 will target those building applications on top of Power Apps and, for those fortunate enough to get a passing grade in this exam, you will automatically… Continue Reading The CRM...
Implementing Exit app, Logout and Confirm Exit features in a Canvas Power App
Most common scenarios are where you need users to be able to Exit the Canvas Power Apps in the below ways –Scenario – Let’s say you put a close button somewhere in your App. Exit the current App but stay logged-in to Power Apps.Exist and Logout Power Apps entirely.In both above cases, ask user for confirmation before exiting. So let’ look at these scenarios one by one – Exit from… Continue Reading...
PCF – Use “ConversationControl”
A few weeks ago, I have published a new PCF Control, “ConversationControl” (Github, PCFGallery, my Page). Since the release, I received one or two questions on how to use the control. It looks like it is not as straight forward as I thought. In this post, I will describe the use case of the control as well as how to configure and use it. Use case Let me begin by explaining the use case… Continue Reading...
Productivity tools for living with Attention Deficit Disorder
Attention Deficit Disorder is described as a range of behavourial disorders from a low attention span to being forgetful and a variety of other behaviours in between. As an adult with ADD, maintaining a level of productivity throughout the day can be challenging. Case in point, I’ve already been distracted by my email, shopping, cat gifs, a text message and music while writing this first… Continue Reading...
Victim Offender Mediation Tracking
InfoStrat’s SAVIN 360 solution provides comprehensive victim notifications for prisons and jails, and that is not all. The victim and offender data required for victim notification may be used for related solutions, such as victim grants, case work, and more, as part of a wholistic approach to victim offender services.Victim-offender mediation (VOM) or victim-offender dialogue (VOD) is a… Continue Reading...
Matt Collins-Jones on The Oops Factor
Going into Matt’s love of films, and why we think we should set up a ‘Quiz Supper Night’ team as a service to others. Discovering the story of the first data migration that he ever did, and his discovery of the special fields to use when uplifting data into a system. 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...
Query CDS/Dynamics 365 data using SQL Query
Hi Everyone, You know A SQL data connection is available on the Common Data Service endpoint. Although I am a big fan of FetchXML which makes our lives easier as we don’t need to worry about backend things and our powerful Advance Find always helps us to frame Fetch XML in a right way. Sometimes(Debates with Salesforce Team as they always mention that they have SQL Workbench) even I felt… Continue Reading Gopinath’s...
Using SQL to Query CDS Data – Login failed: TDS protocol endpoint is disabled for this organization
Hi Everyone, I was exploring on preview feature on how can we connect SQL to Dynamics Data and while connecting to CDS received below error. “Login failed: TDS protocol endpoint is disabled for this organization.” Follow below steps to solve it. 1) Download the OrgDBOrgSettingsTool i.e. CRM2016-Tools-KB4046795-ENU-amd64 from here and run it. 2) Change CRM URL’s and… Continue Reading Gopinath’s Article on...
Get User’s last logon time in Dynamics 365
We can get the different metrics about the usage of the platform like active user usage, the operation performed, the entity used, plugins and API statics, etc. through Command Data Service Analytics (formerly Organization Insights). https://admin.powerplatform.microsoft.com/analytics/d365ce These reports can also be downloaded. Some of these details can also be captured by enabling Audit user… Continue Reading Nishant...
Create Email record in Dynamics 365 CE using JavaScript
Hi Everyone, I know this could be very simple as we are doing this from ages but somehow I couldn’t get this piece of code very easily. Code for creating email record using JavaScript in Dynamics 365 Customer Engagement. Important thing here to understand more on Activity Party Participation Type Mast. Go through Microsoft Docs for more information on the same. var activityParties =… Continue Reading Gopinath’s...
Dynamics 365 - Document templates, guids and workflows
When it comes to guids, take your lead from the boy band NSYNC #HoskWisdom I had a problem with Document templates, guids and getting out of sync between environments. When guids are out of sync, manual work is needed every time you deploy, this can add up to a lot time of the course of a project. Document Templates are an impressive feature that allows you to create Word or Excel… Continue Reading Hosk’s Article on their...
Setting up – Using SQL to query data in Dynamics 365 (Preview)
Recently we were trying out the preview feature of using SQL to query CDS data. Below are the steps à To get started, Download or open SQL Server Management Studio (18.4 or later) Use Azure Active Directory authentication to connect. Specify the organization address URL followed by port 5558 in the server name. If you … Continue reading “Setting up – Using SQL to query data in Dynamics… Continue Reading Nishant...
Power Platform Developers Weekly – Issue #10
Want to get newsletter to your mailbox? Subscribe here During MBAS, Microsoft announced CDS T-SQL, a way for us to use SQL to query the data. This feature is in preview and you can read more on Microsoft Docs. Another nice thing on Microsoft Docs is the guide to implement ALM with Power Platform. Some new changes to the newsletter, one story will be highlighted as a “Cover Story”…. Continue Reading Danish’s...
Get Count of records retrieved in CDS connector in a Flow | Power Automate
In several applications, you need to know how many record were retrieved in the List records Action in a Common Data Service connector in order to take a decision. Scenario Typically, let’s say I know only 1 record should exist in order to take that record forward and do an action. But how do I know when only 1 record was received? That’s when you use Control Check Count Now, let’s say you… Continue Reading...
Workflows & Managed Solutions
This is about some interesting behaviour around workflows & managed solutions, which I’ve recently discovered. Let me give a bit of background first. Currently I’m working on several COVID-19 apps for local authorities, to be able to help them assist people in need. As part of this, each local authority has a portal within the solution. The portal itself is a Power App Portal, and I haven’t… Continue...
Displaying Information Using Branching Rules & Choice Questions
If you have a survey in Forms Pro there might be occasion where you would like to have different text or instructions displayed to the respondents depending on how they answer specific questions. We have a way we can do this by using a Choice question and Branching Rules to determine what gets displayed. First let’s start with a basic survey, designed for customers of an organisation to report… Continue Reading Megan V....
Out of the box API to get Logged In user’s security role names in Dynamics 365 is finally there. Is the long wait finally over?
Originally posted on Debajit's Dynamic CRM Blog: Checking for logged in user’s security role is a requirement I haven’t missed in any of my implementations so far. From enterprise implementations to projects spanning couple of months, this requirement I had everywhere. And as much crazy it may sound, until recently there was no way… Continue Reading Nishant Rana’s Article on their blog Out of the box API to get Logged...
Agent, Power Virtual Agent – Episode 7: Customer Identification Process In PVA
Hello Everyone Hope you’re all keeping safe. For information on how to keep yourself safe from COVID-19 visit https://www.who.int/emergencies/diseases/novel-coronavirus-2019/advice-for-public This is… Continue Reading Prashant Shukla’s Article on their blog Agent, Power Virtual Agent – Episode 7: Customer Identification Process In PVA Hello Everyone Hope you’re all keeping safe. For information on how to...
Creating a Flow which triggers where regarding field = lead
I was writing a flow my SMS entity, like the email entity the regarding can be any type. I wanted my Flow to only trigger if the Flow was of type lead. There is a useful looking Dynamics content Regarding (Type) Regarding (Value) Behind the hood, it’s looking up the logical name (I think) The values in the output body of my Flow “_regardingobjectid_value”:… Continue Reading Hosk’s Article on their blog Creating a Flow...
Extending the swagger file for the Approval custom connector
In the official Power Apps blog post ‘Building an Approval experience in Canvas Apps‘ (published on April 15, 2020) there’s a link to the swagger file for the Approval custom connector that exposes the operations to retrieve sent and received approvals, and to approve or reject an approval request. From the Approvals action center in Power Automate it’s also possible to cancel an approval (as…...
Tips to conduct a successful upgrade from CRM On Premise to Dynamics 365 Online
Originally posted on Salim Adamon – Dynamics 365 Blog: This blog post is more relevant if you are looking to upgrade from CRM 2013 or 2015 on premise to Dynamics 365 Online. However, some sections are relevant for all upgrades of Dynamics CRM/365 in general. With all the features that are added at a very rapid pace… Continue Reading Nishant Rana’s Article on their blog Tips to conduct a successful upgrade from CRM On...