Dynamics 365 vs Azure in the Government Cloud
Working in the Pub sector space has been a learning experience. There are many nuances associated with putting your customer in the Government cloud. Did you know that if you need a Dynamics 365 Customer Engagement tenant in the Government cloud that is it segmented in a GCC (Government Community Cloud) tenant. This is totally separate than what they consider the Azure Government… Continue Reading Beth B – MCT, MCSE ,...
Overview of Microsoft Azure App Service Managed Certificates
Typically, the most costly – and frankly most misunderstood – part of deploying a website these days involves the setting up of a Secure Socket Layer/Transport Layer Security (SSL/TLS) certificate for your website. Previously, you would want to deploy these out if your site involves any form of secure authentication or the entering of personal data. This requirement is necessary because a… Continue Reading The CRM...
Viewing Emails as conversations on the Activity Timeline in D365 CE
When you have Timeline and you actually use it to check related Activities, won’t it be really cool to see which emails are in a chain? Like which ones are a part of the conversation? Well, that’s exactly what this little but extremely beneficial feature let’s you do. Now, can you tell, by just looking at the below Activities that have come in and arranged sequentially (traditionally)? In the… Continue Reading...
D365 & Power Platform New Certifications & Exams
In the year 2019, D365 certifications and exams have undergone many changes. New certifications are replacing the legacy ones. By the mid of 2020, almost all past exams will be retired. I often get a chance to talk to people new to D365 or certifications. Few times I found they are not aware of these changes and focusing on something which is expiring soon. I hope this post will explain… Continue Reading Yawer Iqbal’s...
Flow No Mo’: Power Platform’s Update Is Way More Than Just a Name Change
Flow No Mo’: Power Platform’s Update Is Way More Than Just a Name Change By GENNA JOUDREY During Microsoft Ignite 2019, key… Continue Reading Genna Joudrey’s Article on their blog Flow No Mo’: Power Platform’s Update Is Way More Than Just a Name Change | Dynamic Consultants Group Announced at Microsoft Ignite, the Power Platform received five major updates that will unlock new possibilities for users. Blog...
Power begets Power
Okay, I know it has been a while since I wrote a post. It’s been a very busy time, and since Mark Smith and I started do a weekly live show, I felt the base was sort of covered. But people have pointed out that my retweeter has run out of fresh content, so I am compelled to write this. Whirlwind Continues So I had a last minute change of plans, and headed over to Ignite for the first few… Continue Reading Steve Mordue...
Display SharePoint Documents related to Parent on Child Record in Dynamics 365 – Video
I blogged about displaying SharePoint Documents related to Parent Records on a Child Record in Dynamics 365 earlier this week, and today I’m dipping my toes into the world of vlogging for those who’d prefer a more visual overview of the functionality I described Continue Reading ryanmaclean365’s Article on their blog Display SharePoint Documents related to Parent on Child Record in Dynamics 365 – Video I...
Forms Pro Webinar – New Updates
I’ve been sharing Forms Pro content since March 2019. I’ll continue to do so via my blog, but I wanted to share more. So, I am excited to announce that each month I will run a live Forms Pro Webinar covering the latest updates for the previous month. Find out what’s new, and how to use the new features and functionality. The first webinar will be Wednesday, 20 November 2019 at 8 PM… Continue Reading Megan V....
TGIF Swag Shop is now live!
Hello Everyone Thank God it’s Flow Shirts are now available. Please note that it is in association with spreadshirts and… Continue Reading Prashant Shukla’s Article on their blog TGIF Swag Shop is now live! Hello Everyone Thank God it’s Flow Shirts are now available. Please note that it is in association with spreadshirts and I only get commission out of each shirt sold. And every cent of the commission earned...
#TGIF Episode 1: Getting Started With Microsoft Flow
Hi Readers and Viewers In this episode of TGIF, we are going to see that how you and me can… Continue Reading Prashant Shukla’s Article on their blog #TGIF Episode 1: Getting Started With Microsoft Flow Hi Readers and Viewers In this episode of TGIF, we are going to see that how you and me can start our Flow journey. This is a short episodes and will cover the following: Licensing Sign up Start page Enter a process name...
Add a Calendar invite to your event confirmation marketing emails
You have organised your event and people have started registering for it. When they do, you are sending them a marketing email with their registration confirmation, as well as the details of the event. Would it not be nice if we could also send them a calendar invite file to add to their Outlook, Google Calendar, or Apple Calendar?(read more) Continue Reading d_radulova’s Article on their blog marketing email, calendar invite,...
Goals for Product Sales based on Opportunity Lines
Goals are useful to keep track of your progress on achieving target revenue. Goal metrics define how a goal will be measured. Goals for Product Sales should be based on the Opportunity Lines, combined with the dates and status of the parent Opportunity. The In-progress Revenue should be based on the custom calculated field Weighted Amount. The calculation is set to:… Continue Reading StefanS365’s Article on their blog...
5 Features You Need to be Using in Dynamics 365 for Customer Service
5 Features You Need to be Using in Dynamics 365 for Customer Service By GENNA JOUDREY Dynamics 365 Customer Service is a platform… Continue Reading Genna Joudrey’s Article on their blog 5 Features You Need to be Using in Dynamics 365 for Customer Service | Dynamic Consultants Group There are five features in Dynamics 365 Customer Service that all users and Microsoft partners should using. Blog Syndicated with Genna...
Display SharePoint Documents related to Parent on Child Record in Dynamics 365
Recently my friend Sara Lagerquist asked if there was a way to show the documents stored on SharePoint for a parent entity record on a child entity record (e.g. seeing Documents related to an Account on an Opportunity) without having to copy the documents between SharePoint sites. This sounded like an interesting challenge so I decided to see if I could find a solution. < h2>The… Continue Reading ryanmaclean365’s...
Omnichannel for Customer Service – Masking Data
I have recently been experimenting with Microsoft’s new Omnichannel for Customer Service. This fantastic tool gives us webchat (and much more) within Dynamics 365. One really useful feature is the ability to “mask” data. In this post I will explain this feature. Imagine your contact centre agents are chatting with customers using Omnichannel for Customer Service, in these regulated times you… Continue Reading...
Adding a Power Virtual Agent to a Power Apps Portal
There were a lot of cool announcements at Microsoft Ignite this past week. Notably was the official renaming of Microsoft Flow to Power Automate, PowerApps becoming Power (wait for it) Apps (with a space) and the introduction of UI flows and Power Virtual Agents. Power Virtual Agents are actually another Dynamics 365 feature (Dynamics 365 Customer Service Virtual Agent) that has been… Continue Reading Nick Doelman’s...
Include First Question In Survey Email
Creating surveys using Forms Pro is easy. It’s getting people to complete and submit their responses that’s often the hard part! One way is to show the initial part of the survey in the emails you send out and add in the first question. We can now do this when sending out the survey invitations directly from Forms Pro (not via FLOW at this point in time). Let’s look at how to do this. When… Continue Reading...
D365UG Birmingham – 4th Dec 2019
I can’t believe we are entering the final few weeks of 2019 …. We’ve had a great year at D365UG Birmingham! We’ve hosted events this year including many fantastic topics, such as Dynamics 365 Marketing, Portals, PowerBI, Omnichannel and also talked loads about new “CRM” features. We plan to close the year by going on a mission to help widen our knowledge of Dynamics 365. So, we have three… Continue...
Microsoft Dynamics 365 for Community Business Development
Local governments agencies such as the Office of the Deputy Mayor for Planning and Economic Development in my hometown of Washington, DC, – work on behalf of residents to improve living conditions, create economic opportunities and jobs by attracting businesses and helping businesses thrive. A customer relationship management system is key to work in community business development. If you are… Continue Reading...
Perform actions on the host model-driven form from embedded canvas app using ModelDrivenFormIntegration control in Dynamics 365
Let us continue our previous example of embedding the canvas app within the model-driven app and extend it to perform actions on the host form using ModelDrivenFormIntegration control. This ModelDrivenFormIntegration control acts as a bridge and brings the contextual data from the host model-driven form to the embedded canvas app. Here we will look at … Continue reading “Perform actions on the… Continue Reading...
A manager is required for non-project time entries, absence, and vacation error in D365 PSA v3
In PSA v3, there occurs a scenario where Resources (Users) have to enter about their absenteeism and they’re not able to submit the request successfully on the Time Entry grid. Error while Submitting Absence/Vacation & Non-Project Time Entries Typically, when a Resource has to make an entry for Absence but doing the below And then clicking on Submit. But, doing so gives an error! Let’s… Continue Reading...
Canvas apps and Offline tips and tricks
Hello everyone, Let’s talk about quite complex/surprising subjects around Canvas apps. The main one will be around offline management in canvas apps, for a client we have a requirement to manage offline capabilities on our latest PowerApps Canvas application. But I will talk about other things which are good to know when you create your projects around that application. We know that the… Continue Reading Clement’s...
Dynamics 365 Field Service – Rejecting a booking
Field Service is a great tool for companies that send out remote workers, but what happens if that remote worker isn’t able to perform the work? It might be that they got sick or maybe they are having problems with their vehicle in which case they need an easy way to let the dispatcher know. Yes they can call the dispatcher to let them know, but what if there was an easier way to accomplish… Continue Reading Dian...
KingswaySoft SSIS Integration Toolkit for Microsoft Dynamics 365 vs using Data Import Wizard
KingswaySoft SSIS Integration Toolkit for Microsoft Dynamics 365 vs using Data Import Wizard I was recently asked that what are the benefits of using KingswaySoft tools for Data Migration need vs our out of the box Data Import wizard. We are talking about 2 different solutions altogether so the direct comparison might not be appropriate. … Continue reading “KingswaySoft SSIS Integration… Continue Reading Nishant...
Embedding a canvas app on a model-driven app in Dynamics 365
Let us start with some of the key points about the embedded canvas app The embedded canvas app is now generally available. During preview. The embedded canvas app supported sub grid control in preview, which is now no longer available. The canvas app custom control is only supported for the Unified Interface Web client type. … Continue reading “Embedding a canvas app on a model-driven app in… Continue Reading Nishant...
Experiences with profile cards in Dynamics 365 v.9.1
Today I was testing out the profile cards feature and analysed how Microsoft implemented it as there is only little information to find on docs.microsoft.com, like this article:https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/admin/enable-profile-card While using the profile cards I experienced a behavior that was not really self-explanatory for me and my colleagues…. Continue Reading Andreas...
Project: Creating a hierarchy for parent and subprojects
Categorizing projects between parent and subprojects is a pretty frequent requirement that I hear in presales. While Project’s Office UI doesn’t support hierarchy visualizations (at least yet), Model-driven apps on CDS do. Visualizing hierarchical data has been around since Dynamics CRM 2015. It’s quite simple to set up and with the new Project, the process is less hassle (at least at the… Continue Reading...
Step by Step – Calling Flow from PowerApps (Dynamics 365 CE/CRM)
Let us take a simple example of creating lead to understand how we can call Flow from PowerApps. Log in to PowerApps Studio and create the form as below. TextInput for entering the Last Name, First Name and Email ID. Button to call Flow. The label named GUID which will display the GUID of the … Continue reading “Step by Step – Calling Flow from PowerApps (Dynamics 365 CE/CRM)” Continue Reading Nishant...
Lessons Learned from Migrating Azure CSP Subscriptions Across Multiple Tenants
Persistent readers of the blog may recall I did a post recently, where I outlined the only available route to migrate Microsoft Azure Cloud Solutions Provider (CSP) subscriptions from one Azure Active Directory (AAD) tenant to another. The way described in the post is perhaps not the most ideal, mainly due to the number of steps involved, but it is nonetheless a viable route that “works” – I… Continue Reading...
End of Dynamics 365 Customer Engagement Online
I always prefer to use precise terminology when talking about the technologies that are part of my trade. Some might consider me a pedantic guy who’s always correcting some insignificant details in documents or presentations that cover Microsoft technologies but aren’t using their correct names. Yeah, the customers reading them probably wouldn’t notice the difference, but if you let go of your… Continue Reading...
3 Ways Power BI and Azure Analytics can Increase Your Business Impact
3 Ways Power BI and Azure Analytics can Increase Your Business Impact By GENNA JOUDREY Forrester, a well-known consulting and
Hashtag Goes to Paris!
Hashtag getting fashionable for Ignite the Tour Paris I am excited to announce that I will be headed to Microsoft Ignite the Tour in Paris! I unfortunately am unable to be at Microsoft Ignite Orlando. So I am excited to be involved in Microsoft Ignite the Tour. Microsoft Ignite the Tour gives people from around the world access to the same content from Ignite at a smaller, local events…. Continue Reading Kylie Kiser’s...
D365 CE UCI JavaScript: alert() throwing error, replace with Xrm.Navigation.openAlertDialog
Geeks, JavaScript on new interface UCI is throwing error when we use standard alert() method on BPF field OnChange event. alert(“message”); //Old code that is failing sometimes it takes you to infinite loop after you click Ok to come out of context. Easy fix as suggested by Microsoft to start use below code on UCI and .then() for call back functions is optional Continue Reading mscrmsama’s Article on their blog D365...
CRM Visual studio project Unsupported error: Project types may not be installed
Case study: When we download the CRM projects from the GIT or TFS repository with old version like VS 2013/2015 version and try to open in latest version like 2017/2019 Issue replication: Open the downloaded project from GIT repo in VS 2017/2019, then we hit with this error. Though the migration scripts run behind, to upgrade most of the code to work in latest version, but still we facing… Continue Reading...
Timeline Old vs New
In Norway we have a saying “everything was better before”. It’s commonly used to describe what old people feel when things are just moving to fast, and they don’t see the purpose of the change. The new timeline for Unified Interface has been like this for me, BUT recently things are starting to get better:) The Old 2 tasks and 2 phone calls created. Et was easy to see what type of… Continue Reading Thomas...
New Series #TGIF, Thank God It’s Flow
Hi Readers and Viewers Thanks for your support! As promised, I am coming up with a new series #TGIF. It… Continue Reading Prashant Shukla’s Article on their blog New Series #TGIF, Thank God It’s Flow Hi Readers and Viewers Thanks for your support! As promised, I am coming up with a new series #TGIF. It took some time to decide upon a name. I will be releasing episodes every friday starting 8th November 2019. Today is...
Comment on Forms VS Forms Pro – What Is The Difference? by Megan V. Walker
Hi Ruud, thanks for the comment. I have confirmation from the product team at Microsoft that Forms Pro is GDPR compliant. You are correct in that you couldn’t use it for Education, it was originally blocked during the preview phase. It was enabled for Education when they launched it for GA on July 1st so you should be able to use it in the Education sector. Government account support is… Continue Reading Megan V....
Key Concepts for Microsoft Dynamics 365: Entities and Attributes
Types of Dynamics Entities To understand Microsoft Dynamics 365 (formerly Dynamics CRM and Dynamics 365 Customer Engagement), you need to learn some new terms and concepts that may be a bit different from what you know from databases and solutions that are hosted on premises. This is the second post in a series, and covers entities and attributes.Entities are the most fundamental part of… Continue Reading...
Steve has another chat with Guggs
In this episode of “Steve has a Chat”, I catch up again with Steven Guggenheimer “Guggs” to get the latest on the ISV Connect program. I also had a few surprises for him. Enjoy! BTW, don’t forget, Mark Smith (@nz365guy) and I do PowerUpLive every Wednesay at 4PM EST, click here to be alerted, and here’s a link to the replays! Continue Reading Steve Mordue MVP’s Article on their blog...
Bot
The post Bot appeared first on Joe Gill. Continue Reading admin’s Article on their blog Bot – Joe Gill No Description Blog Syndicated with admin’s...
Simple ALM for Dynamics 365/CDS Projects
Summary All PowerApps/Dynamics 365/CDS projects, big or small should be using some form of source control for customization.You don’t necessarily need to build complicated build pipelines or continuous integrations to implement an ALM process.This post provides instructions on installing tools and setting up some PowerShell scripts to automate some tedious chores when managing Dynamics… Continue Reading Nick...
Customise Footer Text On Forms Pro Survey
We are getting more and more ways to customise and brand Forms Pro surveys. When a respondent completes a survey there is text that displays right below the Submit button in the footer of the page. By default it shows ‘This content is created by the owner of the form. The data you submit will be sent to the form owner. Never give out your password’. Chances are, this won’t really make much… Continue Reading...
How to Create and Delete Personal Views in Dynamics 365
How to Create and Delete Personal Views in Dynamics 365 By GENNA JOUDREY If you are familiar with Dynamics 365, you understand that… Continue Reading Genna Joudrey’s Article on their blog How to Create and Delete Personal Views in Dynamics 365 | Dynamic Consultants Group Within Dynamics 365, you can create and delete Personal Views to stay more organized. Blog Syndicated with Genna Joudrey’s...
Microsoft Flow: The Relate Records Action Demystified!
Last week, I finally managed to get my hands on the illusive Relate Record Action to update my “Send ClickDimensions Emails within a Flow” post. However, I found that while the action appeared simple from the outset, actually implementing it was a little more difficult than I had originally expected, especially as I am not that much of a developer. I learned a lot from this simple action… Continue Reading...
Project: Changing Work Hours for a Work template’s Template Resource
Work Hours and Work templates, which are also known as Calendar Templates and Work Hours Templates, have have a logic of their own in both Project for the web and Dynamics 365 Project Service Automation. Back in the day of PSA V1 and V2, new Work templates needed to be created from scratch, if a change to the underlying work hours was needed. In PSA V3, things got a bit better and changes to… Continue Reading Antti...
November DC Chapter Meetings
Your DC/Maryland/Virginia Chapter Leaders hanging out at User Group Summit Orlando 2019 The Washington, DC D365/CRM User Group has some great events lined up for November 2019. So it’s time to get prepared and get registered! Power BI User Group We have partnered with the Power BI User Group to offer a session about the Common Data Service and getting started with reporting off of… Continue Reading Kylie Kiser’s...
MB-200: Microsoft Dynamics 365 Customer Engagement Core – Business Process Flows
I am creating a series of blog posts that collectively are designed to help anyone preparing for the Microsoft Dynamics 365 Customer Engagement Core exam. (aka MB-200) In this post I will look at concepts around business process flows. You can see below that we have a section of the exam which covers managing the user experience. Within this section under the heading “Create and manage… Continue Reading Neil...
The Master is here for the Brisbane PowerApps and Flow User Group
Hello QLDers I am really excited to give you a heads-up that in next month’s User Group, we will have… Continue Reading Prashant Shukla’s Article on their blog The Master is here for the Brisbane PowerApps and Flow User Group Hello QLDers I am really excited to give you a heads-up that in next month’s User Group, we will have the master himself presenting. Did you guess it yet? it’s Charles Sterling 🙂...
Mocking Up Genius Bar’s Create Your Style App with PowerApps
Hi Readers and Viewers This is a short video where I am trying to mockup genius bar’s ‘Create your style’… Continue Reading Prashant Shukla’s Article on their blog Mocking Up Genius Bar’s Create Your Style App with PowerApps Hi Readers and Viewers This is a short video where I am trying to mockup genius bar’s ‘Create your style’ app/feature. This can help you if you sell product...
AI Powered Assistants are Making a Difference
AI Powered Assistants are Making a Difference By SAMANTHA SUMMERS When you think of Microsoft, I bet your first thought is… Continue Reading Samantha Lemm’s Article on their blog AI Powered Assistants are Making a Difference | Dynamic Consultants Group Microsoft’s Artificial Intelligence powered assistants are changing the way workforce today. Blog Syndicated with Samantha Lemm’s...