How to Remove Email from the Suppression list in Dynamics 365 Customer Insights Journey (Preview feature)
Apr19

How to Remove Email from the Suppression list in Dynamics 365 Customer Insights Journey (Preview feature)

I was working on Customer Insights Journey and sent an email to one of the Contacts from a Journey and it got bounced due to the wrong email address. Found that the email moved to the Suppression list. And I followed the below steps and removed the email from the suppression list by enabling the new preview feature. Step 1: Open Customer Insights – Journeys App. Step 2: Click on Change Area and Click on Settings. Step 3: Click...

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Refresh Dynamics 365 CRM Subgrid from Embedded Canvas App
Apr18

Refresh Dynamics 365 CRM Subgrid from Embedded Canvas App

In Microsoft Dynamics 365, the ability to embed Canvas Apps brings the power of Canvas Apps to their model-driven forms. Recently, we got a requirement to create a record of the related entity (e.g., “Suggestion”) from the Canvas App embedded in the Appointment entity form. There was a subgrid of the “Suggestion” entity added next to the Canvas App on the Appointment form. After creating the suggestion entity record, we should see the...

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The Lumberyard Revolution: How LMC Leverages Maps within Dynamics 365 to Deliver Forest Products Faster!
Apr17

The Lumberyard Revolution: How LMC Leverages Maps within Dynamics 365 to Deliver Forest Products Faster!

The post The Lumberyard Revolution: How LMC Leverages Maps within Dynamics 365 to Deliver Forest Products Faster! appeared first on Blog | Maplytics. Source link

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Enhancing Sales Efficiency by Improving Relevance of Copilot Summary and Recent Changes
Apr17

Enhancing Sales Efficiency by Improving Relevance of Copilot Summary and Recent Changes

We are all familiar with the Sales Copilot and its time-saving features. In the previous blog, we have seen how copilot helps to boost sales efficiency in Microsoft Dynamics 365 CRM. In addition to it, users can now customize Copilot to generate a summary and recent changes list based on the columns that matter the most to them according to their business needs. Now, let’s explore the capabilities included in the latest feature:...

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What will happen on changing the password of the user account used as the Owner of Cloud Flow and for Connection – Power Automate
Apr16

What will happen on changing the password of the user account used as the Owner of Cloud Flow and for Connection – Power Automate

Recently we had to change the password of the user account being used as an owner of the cloud flows as well as the used for connection/connection reference. So we tried it on a trial environment first, below is our flow that runs every 5 minutes and creates a contact record (Dataverse), sends an email … Continue reading “What will happen on changing the password of the user account used as… Continue Reading Nishant...

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Outsource your Dynamics 365 CRM and Power Platform Development: 3 Reasons Why
Apr16

Outsource your Dynamics 365 CRM and Power Platform Development: 3 Reasons Why

Inogic specializes in outsourced development for Microsoft technologies like Dynamics 365 CRM, Azure Open AI, and Power Platform. Drawing from a pool of 150+ experts with 15+ years of experience, we provide rapid access to skilled developers, enabling businesses to augment teams or meet deadlines cost-effectively. Inogic’s Outsourced Development Services offer specialized Microsoft skills without overhead, delivered...

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Customer Insight Journeys Real Time Dynamic Forms Loader

In a previous post I blogged about how to break down the Form script that was exported from CI-J (Real Time). As some customers asked me about making this into a script that was the same and was dynamic based on query string parameters (parameters in the URL), I worked a bit on that and thought I’d share it here; <div id=”formdiv”> </div> <script> function getQueryParam(name) { … Continue...

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Copilot assistance for form fill in Model-Driven Apps

Believe it or not, I have actually received requests in the past where prospects wanted the system to automatically create records in Dataverse or Dynamics 365, which of course is kind of crazy! We always need to integrate with another system, or have someone either enter data manually or import the data into Dynamics 365 (or Dataverse) (for example rows like accounts, contacts, opportunities,… Continue Reading Dian...

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Copilot Assistance for Form Fill in Model-Driven Apps – YouTube
Apr16

Copilot Assistance for Form Fill in Model-Driven Apps – YouTube

Copilot Assistance for Form Fill in Model-Driven Apps Ever wanted your model driven app to help populate data in a form? Learn all about this new feature that is no generally available! Related Article: https://d365goddess.com/copilot-assistance-for-form-fill-in-model-driven-apps Blog: https://D365Goddess.com Twitter: https://twitter.com/D365Goddess LinkedIn: https://www.linkedin.com/in/diantaylor/ Ever wanted your model driven app to...

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Removing Issues With Mobile Phone Numbers On Realtime Forms
Apr16

Removing Issues With Mobile Phone Numbers On Realtime Forms

There can be challenges when capturing a mobile phone number from a Realtime Marketing form in Customer Insights – Journeys (D365 Marketing). Some of these issues you might not even be aware of. Jake Chen detailed the problems in a recent blog post walking through what happens when turning off the built in validation on the mobile phone field, which can then prevent Contact Point Consent… Continue Reading Megan V....

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How to Enable Tenant-level analytics for Power Automate and Power Apps?
Apr16

How to Enable Tenant-level analytics for Power Automate and Power Apps?

Power Platform resources periodically emit telemetry data for various operations and user activities across environments and extensions. Tenant-level analytics allows admins to view and compare insights derived from the Platform telemetry data across environments they manage. Tenant admins can view reports containing analytics that apply to all environments within the tenant. Once this feature is enabled, it aggregates data from...

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Using Focused view in Dynamics 365
Apr15

Using Focused view in Dynamics 365

Focused view in Dynamics 365 that allows users to view and manage all their records in one place, allowing them to be more productive, as they can stay on track and avoid getting sidetracked by switching between multiple screens to find the information they need. We can enable and disable it for all the records … Continue reading “Using Focused view in Dynamics 365” Continue Reading Nishant Rana’s Article...

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Managing Work Orders based on Completion Status in Dynamics 365 Field Service
Apr15

Managing Work Orders based on Completion Status in Dynamics 365 Field Service

In the dynamic landscape of modern business operations, efficiency is important. Whether in manufacturing, service industries, or any other sector, the effective management of work orders is crucial for smooth workflow and customer satisfaction. Among the various aspects of managing work orders, one significant factor that directly impacts productivity is completing tasks based on their status. From initiation to closure, work orders...

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Work Order Lifecycle — Dynamics 365 Field Service
Apr15

Work Order Lifecycle — Dynamics 365 Field Service

Work Order Lifecycle — Dynamics 365 Field Service What is a Work Order in the Microsoft Dynamics 365 Field Service Application, and what is its Lifecycle? What’s a Work Order? Think of Work Orders as the ‘beating heart’ of the Microsoft Dynamics 365 Field Service application. They sit right at the core and represent the jobs that an organisation needs to carry out. These… Continue Reading Adam Warder’s Article on their...

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Microsoft Power Automate Copy and Paste Action in New Designer
Apr15

Microsoft Power Automate Copy and Paste Action in New Designer

Today, when I was working on Power Automate, observed the Copy and Paste Action in the Power Automate New Designer to make the developers life easier in doing the repetitive things using simple clicks. Will explain this feature step by step. Follow the below steps. Step 1: Open any existing Power Automate flow or Create a New Power Automate flow. Step 2: Right Click on the required Action and Click on the Copy Action. Or Select the...

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No More Dynamics 365 For Phones & Tablets From April 2024
Apr14

No More Dynamics 365 For Phones & Tablets From April 2024

There is SO much information in the Power Platform it’s hard to keep up with everything. Sometimes Microsoft makes announcements that we miss, and just happen to find later. This is one of those things, and I figure if it passed me by, it’s likely the same for others. So sharing just in case you aren’t already aware, the Dynamics 365 for Phones & Tablets is deprecated as of April 2024, or… Continue Reading...

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How to Setup Multi-Factor Authentication for your Microsoft Power Apps environment?
Apr14

How to Setup Multi-Factor Authentication for your Microsoft Power Apps environment?

When you create Power Apps 30 days trial environment, for the first 14 days, the system will show us a prompt to configure MFA on your account and you can skip this step, but after the 14th day, the system will mandate you to setup the MFA to see your environment. In this article, will explain you the process to set up MFA step by step. Follow the below steps. Step 1: Click on Next. Step 2: Click on Download now to download the...

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5 Benefits of In-App Notifications for Microsoft Dynamics 365 CRM users

For a successful sales process, you need to stay up-to-date with crucial sales information like deal closures, opportunities won, incoming leads, etc. Wish you never missed important updates in Microsoft Dynamics 365 CRM and received automated notifications for important sales updates? Alerts4Dynamics app by Inogic enables users to create, schedule, and manage in-app notifications for Microsoft Dynamics 365 CRM entities (OOB or...

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Microsoft Power Apps | Modern Themes | Preview feature
Apr13

Microsoft Power Apps | Modern Themes | Preview feature

Watch the below video to understand about the Microsoft Power Apps Modern Themes Preview feature. Below are my earlier articles that you can have a look. How to Download and Install the .NET Framework? How to Create a SharePoint Site Online? How to add and use Copilot answer control (Preview) in Microsoft Power Apps? Dark Mode in Microsoft Power Apps How to create Microsoft 365 E3 Trial for 30 days? Refreshed look of solution...

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How to revert the managed solution’s version in case of an erroneous upgrade (Using CLI) in Dynamics 365?
Apr12

How to revert the managed solution’s version in case of an erroneous upgrade (Using CLI) in Dynamics 365?

In Dynamics 365, managed solutions play a crucial role in deploying customizations and extensions across environments. However, managing solution versions can sometimes be challenging, especially when dealing with updates, dependencies, and compatibility issues. Recently, while working on a solution update, we needed to clone the solution and provide it to the client. However, during this process, the default version was set to 9.1,...

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Field Service Revolution: Unleashing Efficiency with Integrated Maps within Dynamics 365 CRM
Apr12

Field Service Revolution: Unleashing Efficiency with Integrated Maps within Dynamics 365 CRM

The post Field Service Revolution: Unleashing Efficiency with Integrated Maps within Dynamics 365 CRM appeared first on Blog | Maplytics. Source link

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Heidelberg Materials leverages Integrated Maps within Dynamics 365 for Sales Optimization
Apr11

Heidelberg Materials leverages Integrated Maps within Dynamics 365 for Sales Optimization

The post Heidelberg Materials leverages Integrated Maps within Dynamics 365 for Sales Optimization appeared first on Blog | Maplytics. Source link

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Enhancements to ‘Focused View’ and its usage within Dynamics 365
Apr11

Enhancements to ‘Focused View’ and its usage within Dynamics 365

Introduction: In the dynamic landscape of sales and marketing, the ability to effectively manage leads is a cornerstone of success. Yet, as businesses grapple with a multitude of tasks and data streams, maintaining clarity and focus in lead management can prove to be a daunting challenge. This is where the concept of a “Focused View” steps in as a game-changer. In this blog post, we will start on a journey to explore the...

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How to Download and Install the .NET Framework?
Apr11

How to Download and Install the .NET Framework?

Microsoft .NET Framework is a Windows-only version of .NET for building client and server applications. In this article, will explain the steps to download and install .NET Framework on your PC. Follow the below steps, Step 1: Click here to navigate to .NET Framework downloads page. Step 2: Scroll down to Supported versions. Step 3: Click on the required .NET Framework Version. Step 4: Click on Download .NET Framework 4.7.1 Developer...

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Webinar: Supercharge Field Sales Team with Maps integrated within Dynamics 365 CRM
Apr10

Webinar: Supercharge Field Sales Team with Maps integrated within Dynamics 365 CRM

The post Webinar: Supercharge Field Sales Team with Maps integrated within Dynamics 365 CRM appeared first on Blog | Maplytics. Source link

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Webinar: Supercharge Field Sales Team with Maps integrated within Dynamics 365 CRM
Apr10

Webinar: Supercharge Field Sales Team with Maps integrated within Dynamics 365 CRM

Knowledge is power, and sharing that knowledge unlocks boundless possibilities! At Maplytics, exploration, visualization, and innovation are in our DNA. We’re constantly pushing the boundaries and building exciting new features to empower all, as, the real joy is in sharing and empowering others with the acquired knowledge. Join our Webinar and explore more! Webinar: Supercharge Field Sales Team with Maps integrated within...

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Environment Grouping
Apr10

Environment Grouping

One of the main ‘complaints’ that Power Platform administrators have is around how policies are applied to environments. Within Azure, it’s possible to set up security policies and apply them in bulk, or group together components under a single set of policies. However when it comes to Power Platform, this has not been possible – each environment has needed to be configured on its own. I’m… Continue...

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Associate activities (Email) with multiple related records – Dataverse / Dynamics 365
Apr09

Associate activities (Email) with multiple related records – Dataverse / Dynamics 365

This new feature allows associating an activity record with multiple related records or related parties. For E.g. we might want to associate an email with multiple cases, or with case as well as account and contact records. It is still in the public preview (April 24) and is only available for Email Activity. To see … Continue reading “Associate activities (Email) with multiple related records… Continue Reading...

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Store AI Created Case Summary Data
Apr09

Store AI Created Case Summary Data

I have recently been working on a requirement to store case summary data. In this post I will explain how I created an approach to store a “snapshot” of an AI generated summary as cases are resolved. My RequirementIf you have experimented with the copilot case summary option, you’ll already know how useful an AI summary can be. Quickly being able to view a short paragraph about a… Continue Reading Neil...

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Utilize the Power of Prebuilt Business Card Reader Model in Microsoft Power Automate
Apr09

Utilize the Power of Prebuilt Business Card Reader Model in Microsoft Power Automate

AI Builder in Microsoft Power Automate makes tasks easier for everyone. It lets you use prebuilt AI models to understand forms, recognize things in pictures, sort out text, make guesses, and understand people’s feelings from what they write. It’s like having a smart assistant that does tough jobs for you. So, even if you’re not a tech pro, you can still use AI to get your work done faster and simpler. Utilize the...

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Associate emails to multiple records (preview)

As you might or might not know, today we only have the ability to relate activities to ONE row (or record) in Dynamics 365 CX by setting the ‘regarding’ field on the activity. This can be problematic, because there might be a need to save a record to multiple rows (or records). A good example of when there would be a need to associate an activity (like an email) toRead More Continue Reading Dian Taylor’s Article on...

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Associate emails to multiple records in Dynamics 365 – YouTube
Apr09

Associate emails to multiple records in Dynamics 365 – YouTube

Associate emails to multiple records in Dynamics 365 We have been asking Microsoft for a while to allow sellers to associate emails to multiple records in Dynamics 365, and this new preview feature will allows them to do that! Check out my video where I tell you all about it! Change environment database settings: https://learn.microsoft.com/en-us/power-platform/admin/environment-database-settings Related Article:...

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Auto Responder Emails For Gated Content Via Realtime Forms
Apr09

Auto Responder Emails For Gated Content Via Realtime Forms

Triggers in the Marketing App (Customer Insights – Journeys) are pretty awesome. They can be used to create what can be a very manually arduous task and turn it in to something automated that can just run on it’s own with you needing to step in and set stuff up. Even better, there are quite a few out of the box triggers that can be used to help with that. One of them runs when a Marketing Form… Continue Reading Megan...

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New Attachment features for Email – Dataverse / Dynamics 365
Apr08

New Attachment features for Email – Dataverse / Dynamics 365

We can see a few new features added to attachments for email activity as part of 2024 Release Wave 1. Get all the details here Hope it helps.. Continue Reading Nishant Rana’s Article on their blog New Attachment features for Email – Dataverse / Dynamics 365 We can see a few new features added to attachments for email activity as part of 2024 Release Wave 1. We can use drag and drop to add attachments. Select (Select All)...

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A Guide for Mind Map visualization of Dynamics 365 CRM Record Relationships
Apr08

A Guide for Mind Map visualization of Dynamics 365 CRM Record Relationships

Businesses using Dynamics 365 CRM for managing their sales processes amass a lot of customer information in CRM. However, raw data is only as valuable as our ability to understand it. This is also true in the case of understanding the intricate web of relationships between records in Dynamics 365 CRM. With accounts, contacts, opportunities, and a plethora of other entities, keeping track of how they’re all connected can feel...

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How to Create a SharePoint Site Online?
Apr06

How to Create a SharePoint Site Online?

Watch the below video to know the step-by-step details to create SharePoint site online. Please Like, Share and Subscribe to my YouTube Channel. Below are my earlier articles that you can have a look. How to add and use Copilot answer control (Preview) in Microsoft Power Apps? Dark Mode in Microsoft Power Apps How to create Microsoft 365 E3 Trial for 30 days? Refreshed look of solution dependencies in Dataverse Solutions...

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Using ‘ready-to-use’ AI functions in the Canvas App
Apr05

Using ‘ready-to-use’ AI functions in the Canvas App

Recently, we were working on a customer’s requirement where they used a custom entity to store the feedback regarding their products using an integration. The customer used a canvas app to view all the feedback on their mobile apps. They also wanted to get the summaries of the comments that were posted. While working on the requirement, we found other AI features as well that can be used in canvas apps or model-driven apps in Power...

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6 Ways to Navigate the Maze: Choose the Right Appointment Scheduling System for Your Business
Apr05

6 Ways to Navigate the Maze: Choose the Right Appointment Scheduling System for Your Business

The post 6 Ways to Navigate the Maze: Choose the Right Appointment Scheduling System for Your Business appeared first on Blog | Maplytics. Source link

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How to add and use Copilot answer control (Preview) in Microsoft Power Apps?
Apr04

How to add and use Copilot answer control (Preview) in Microsoft Power Apps?

Microsoft has released the public preview of the control “Copilot answer control“, a new way to add generative AI to our applications. Using this control, we can easily get the answers to the commonly asked questions on a single click and also, we can easily configure the copilot question to get the answers. Follow the below steps to insert the control in the Canvas App and the Use cases of this control. Pre-Requisites:...

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German Red Cross enhances Emergency Response with maps within Dynamics 365 CRM: A Life-Saving Technology!
Apr04

German Red Cross enhances Emergency Response with maps within Dynamics 365 CRM: A Life-Saving Technology!

The post German Red Cross enhances Emergency Response with maps within Dynamics 365 CRM: A Life-Saving Technology! appeared first on Blog | Maplytics. Source link

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Omnichannel for Customer Service – Conditional Agent Scripts
Apr04

Omnichannel for Customer Service – Conditional Agent Scripts

When using Microsoft’s Omnichannel for Customer Service we can use agent scripts to offer prompts to agents or trigger productivity macros. In this post I will explain how (and why) we might want to automatically start different scripts in different scenarios. Note: In this post I will give some background on agent scripts and macros. But the focus will be how we can conditionally load… Continue Reading Neil...

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Fixed – The plug-in execution failed because no Sandbox Hosts are currently available. Please check that you have a Sandbox server configured and that it is running – Dataverse / Dynamics 365
Apr03

Fixed – The plug-in execution failed because no Sandbox Hosts are currently available. Please check that you have a Sandbox server configured and that it is running – Dataverse / Dynamics 365

Recently we were bulk updating our records, which would trigger an asynchronous plugin registered on its update. We were using the wonderful Bulk Data Updater (XrmToolBox) plugin for it. We realized if we are updating too many records at once say e.g. 100 Batch Size (total 5K records to be processed), we are getting below … Continue reading “Fixed – The plug-in execution failed because no… Continue Reading...

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Dark Mode in Microsoft Power Apps
Apr03

Dark Mode in Microsoft Power Apps

Found an interesting feature to enable the Dark Mode in our Model-driven app. Follow the below steps to enable it. Step 1: Open any Model-driven App. Step 2: Append the below text at the end of the URL and hit enter. &flags=themeOption%3Ddarkmode You can see the Dark Mode of your Model-driven App. Hope you liked the Dark Mode of your Model-driven app. Please like and share your valuable feedback on this article. Started...

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Update SVG Icon to Custom Entity in Sitemap | Model Driven Apps
Apr02

Update SVG Icon to Custom Entity in Sitemap | Model Driven Apps

So, if you are used to updating Icons to entities in the classic UI, here’s what you need to do in order to update the SVG image of a Custom Entity you just created using new Power Apps Maker portal. Let’s see below is you custom entity and it comes with its default icon which … Continue reading Update SVG Icon to Custom Entity in Sitemap | Model Driven Apps Continue Reading priyeshwagh777’s Article...

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Get document recommendations from SharePoint (preview) from Copilot for Sales

Last Friday I noticed that a highly anticipated feature in Dynamics 365 Sales is now in preview! This feature is part of the 2024 release wave 1. With this feature sellers will be able to get product related files directly from within the Sales Hub in Dynamics 365 Sales! I believe this is a very important feature because how often are sellers searching for the latest product information like… Continue Reading Dian Taylor’s...

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Get document recommendations from SharePoint (preview) in Dynamics 365 Sales – YouTube
Apr02

Get document recommendations from SharePoint (preview) in Dynamics 365 Sales – YouTube

Get document recommendations from SharePoint (preview) in Dynamics 365 Sales Did you know that a new preview feature is out that allows sellers to use Copilot for Sales to surface sales documents in Dynamics 365 Sales?! Check out my video where I show you all about it! Related Article: https://d365goddess.com/get-document-recommendations-from-sharepoint-preview-copilotforsales Blog: https://D365Goddess.com Twitter:...

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Removing Email Addresses From Suppression In D365 Marketing
Apr02

Removing Email Addresses From Suppression In D365 Marketing

In a previous post, I reviewed the ability to manage consent from Contact and Lead records in Customer Insights – Journeys (D365 Marketing). As of the time of writing this post, that is still a preview feature for removing email addresses from suppression. Another preview feature is the ability to remove email addresses from suppression, giving you the ability to remove emails from the… Continue Reading Megan V....

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How to create Microsoft 365 E3 Trial for 30 days?
Apr02

How to create Microsoft 365 E3 Trial for 30 days?

Please Like, Share and Subscribe to my YouTube channel and also click on the bell icon to get the updates. Below are my earlier articles that you can have a look. Refreshed look of solution dependencies in Dataverse Solutions Microsoft Power Automate | Version History | Restore | New Feature MICROSOFT LEARN – Artificial Intelligence Skills Challenge​ 2024!!! Resolved –...

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Geofencing unit ‘Mile’ with id: ” cannot be removed – Dynamics 365 Field Service
Apr02

Geofencing unit ‘Mile’ with id: ” cannot be removed – Dynamics 365 Field Service

While trying to delete the Unit records related to the “Distance Units of Measure for Resource and Asset Location Management” unit group, we will get the below error Geofencing unit ‘Mile’ with id: ‘<GUID>’ cannot be removed Below is the out of the box plugin that restricts the deletion of the unit The code for … Continue reading “Geofencing unit ‘Mile’ with id:...

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Preferred Solution in Dataverse | Power Platform Admin Center
Apr01

Preferred Solution in Dataverse | Power Platform Admin Center

By default, everything goes inside a Default Solution if you are aware of the classic way of doing Customization in Dynamics 365 CRM. And this causes components to be lost in Default solution without knowing who created where and what was that. Hence, to be able to collect all the components created outside of Solutions, … Continue reading Preferred Solution in Dataverse | Power Platform… Continue Reading...

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