Present at User Group Summit!
It’s time for you to start presenting at conferences! You have something to share! Remember a year ago, you didn’t know what you know now – so there is someone else who still doesn’t know those things! As I mentioned in Do You Want to Speak at User Group Summit?, I am involved with a new initiative we are calling the User Speaker Cultivation Project. The goal is to help more new speakers… Continue Reading...
Enable/Disable the need to Approve Email for Mailboxes in Dynamics 365 CRM CE
This is one of the most useful common scenarios where you have to approach a Global Administrator every time to Approve Emails. Even when you want to create a few Queues or test Mailboxes on a non-production environment. I would recommend this to be used only on Sandbox instance and let Production instance have this layer of approval of Global Administrators, but then it depends what you want… Continue Reading...
Create Custom Quick Replies in Omni Channel Engagement
When managing multiple different queries, complaints and conversations from different channels, it can really help to have some ‘precanned’ replies… Continue Reading admin’s Article on their blog Create Custom Quick Replies in Omni Channel Engagement When managing multiple different queries, complaints and conversations from different channels, it can really help to have some ‘precanned’ replies...
Forms Pro & Dynamics 365 Marketing
I’ve used the Dynamics Marketing app for some time, and implemented it several times, and you might not know this, but I also write about Microsoft Forms Pro – so it’s perfect that we can now combine the two! With a recent release for the Marketing app, you can get it installed in your environment. Check out this great post from Dilyana Radulova to find out how to get it enabled. She writes… Continue Reading...
Power Automate – Set the correct timezone on Date fields
Originally posted on Shobhit's D365 CE blog: With the previous versions of D365 CE where a background process could be used to set up automatic task based on a business trigger, the system would respect CE’s Timezone while setting the “Due date” on the task. For example, if there is a business requirement to… Continue Reading Nishant Rana’s Article on their blog Power Automate – Set the correct...
Add styling to your Chat Bot
If you have started exploring Power Virtual Agent and created few bots you might have observed that all bots look the same. But when you add it to your Website or Portal you want the bot to match your theme. Well, there is a way to achieve that. Once you have published your bot and ready to integrate it with your Website or Portal; you will go to Manage –> Channels section. Here you will… Continue Reading Danish’s...
Tip 2: Microsoft Teams Sharing Options
So when it comes sharing a PowerPoint Presentation as a part of our teams meeting, the usual approach we take is, the PowerPoint Presentation is locally stored in our PC and we will open it and start…(read more) Continue Reading Sahan Wijayasekera’s Article on their blog Tip 2: Microsoft Teams Sharing Options So when it comes sharing a PowerPoint Presentation as a part of our teams meeting, the usual approach we take is,...
Power Platform Bulletin for Developers – Issue #4
Want to get newsletter to your mailbox? Subscribe here Over the weekend 365 Saturday organized a event called “EmPower Your Career” with 40+ speakers, 45+ sessions around the globe. More 1500 individuals had a chance to learn a new technology and start to hope for a better career future. All slides for the events are available here. A video playlist is available here. Microsoft presented the… Continue Reading...
Using Multi-Tabs in Omni Channel Engagement
Within Model Driven Apps and Dynamics 365 in general, users are familiar with navigating on the site map (which has… Continue Reading admin’s Article on their blog Using Multi-Tabs in Omni Channel Engagement Within Model Driven Apps and Dynamics 365 in general, users are familiar with navigating on the site map (which has been both vertical and horizontal in the last decade) and moving around views, forms and using...
Notes on Dynamics 365 for Phones and Tablets app – Part 3 (supported iPad devices)
Continuing our previous post on attachments, here we will cover the list of iPad devices supported. Here first have the look at the list of supported versions and RAM (minimum) for different platforms. And if we are using the web browser in Tablets to access Dynamics 365 application below are the supported devices. Here the … Continue reading “Notes on Dynamics 365 for Phones and Tablets app… Continue Reading Nishant...
Agent, Power Virtual Agent- Episode 1: Getting Started
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… Continue Reading Prashant Shukla’s Article on their blog Agent, Power Virtual Agent- Episode 1: Getting Started Hello Everyone Hope you’re all keeping safe. For information on how to keep yourself safe from COVID-19...
Make HTTP request from Flow in Power Automate
One of the most common asks I’ve come across lately is people asking whether or not, we can make external HTTP requests using Flow in Power Automate. Well, yes! Let’s quickly take a look at how you can do that. Scenario To keep the example really simple, I have an API that I can use to call to get weather information. (By the way, you’ll find MSN Weather connector in Power Automate too) So,… Continue Reading...
Status of the Activities on Timeline is back with Dynamics 365 2020 Wave 1 Release
Hi Everyone, Today I was testing something on 2020 Wave 1 Release and you know, I am able to see the Status of the activities on the timeline. It was there on some older versions and suddenly disappeared. Not sure what happened and it was very hard to find what are the pending activities to take an action without status. And, now it is back. Thanks for fixing it. Hope this… Continue Reading Gopinath’s Article on their blog...
Environment Variables – Power Apps/Dynamics 365
Hi Everyone, I was going through the solution components today and found Environment Variables when clicked on New button after opening the solution. Explored little bit about it and here are the takeaways. From ages, we are using custom entities for storing configurations which might differ from environment to environment and using them in Plugins, Workflows, JavaScript and now… Continue Reading Gopinath’s Article on...
Using both the Consult and Transfer features in Omni Channel Engagement
You know how to use the Consult feature, and you know how to use the Transfer feature – but have… Continue Reading admin’s Article on their blog Using both the Consult and Transfer features in Omni Channel Engagement Using the consult feature was covered here in a previous post and explains how to bring another available agent into an existing conversation in Omni Channel Engagement. The agent who is consulting...
Operating Multiple Sessions of Microsoft Teams
With current global pandemic, I have been working from home for the last few weeks and I have been using Microsoft Teams heavily than usual. I have to admit, the more I use Microsoft Teams the more I…(read more) Continue Reading Sahan Wijayasekera’s Article on their blog Operating Multiple Sessions of Microsoft Teams With current global pandemic, I have been working from home for the last few weeks and I have been using...
Import Your WordPress Site to WordPress.com — Including Themes and Plugins
It’s been possible to export your posts, images, and other content to an export file, and then transfer this content into another WordPress site since the early days of WordPress. Select WordPress from the list of options to import your site. This basic WordPress import moved content, but didn’t include other important stuff like themes, plugins, users, or settings. Your imported site… Continue Reading...
How to convert an unmanaged solution into a managed solution in Dynamics 365?
“You see, but you do not observe.” — Arthur Conan Doyle, A Scandal in Bohemia I had an unusual scenario where an environment was setup with an unmanaged solution and I wanted it to be a managed solution and I needed to convert it. All environments beyond Dev should be managed, so users cannot change customisations. Changes should be made in development and the other… Continue Reading Hosk’s Article on their blog How to...
Dynamics 365 & LinkedIn Sales Navigator | Part 2
Most of you probably have heard of the integration between Dynamics 365 Sales and LinkedIn Sales Navigator, but don’t exactly know how everything works. Last week I wrote about the technical side of things, how to set some of this stuff up, how to enable some of the features, synchronization, etc. (If you haven’t read that article yet, you can do that here.)In this article I am going to focus… Continue Reading Dian...
Simple ALM for Power Apps/Dynamics 365 Projects Revisited – Power Apps Build Tools edition
A few months back I wrote a post on how to implement simple PowerShell scripts to export, unpack and import solutions for Dynamics 365 and Power App projects. That post can be found here and is still relevant; 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… Continue Reading Nick Doelman’s Article...
Accessing Admin Areas From A Unified Interface App
If you haven’t already done so, if you use Dynamics 365 Customer Engagement, you SHOULD be using a Unified Interface App of some kind. If you are a System Administrator, you know that to get to administrator type things (technical term ), you are hopefully going to the Power Platform Admin centre. If not, you may be using the Advanced Settings link found by clicking on the gear icon from the… Continue Reading Megan V....
Notes on Dynamics 365 for Phones and Tablets app – Part 2 (Attachments)
Continuing the previous post https://nishantrana.me/2020/04/06/notes-on-dynamics-365-for-phones-and-tablets-app-part-1/ here we will look at the attachments. As we are aware, the file size limit for attachments in Notes is governed through System Settings à Email Tab. The default value is 5120 KB And maximum it can be set to 131,072 KB If the attachment size increases, we’d get the … Continue… Continue Reading...
Hosk top 10 articles of the week - 6th April
S. N. Behrman meant when he said “At the end of every road you meet yourself.” I have been interested in Systems thinking and Coronavirus Article of the week The Doctor Who Helped Defeat Smallpox Explains What’s Coming Larry Brilliant is a amazing and this article is great Chesterton’s Fence: A Lesson in Second Order Thinking This is so relevant for… Continue Reading Hosk’s Article on their blog Hosk top 10 articles of the...
Why IT projects estimates are wrong
Why we start IT projects as optimists and finish them as pessimists #HoskWisdom No one starts a project thinking “this project will be late”. When we start project the requirements seem straightforward, the solution seem good and you have an eager team ready to go. Then the project starts………… Suddenly the assumptions are wrong, requirements are multiplying and SME’s have… Continue Reading Hosk’s Article on their blog Why...
Tried Dynamics 365? Take another look at Power Apps.
As I think back to past customers of Dynamics 365, not all of them were successful. The challenges that brought them to Dynamics 365 were real enough, but at the time we only had one solution to try and solve them with. I would love to snap my fingers and take Power Apps back in time. Sledgehammers Dynamics 365, borne out of it’s predecessor, Dynamics CRM Online, is a software marvel. I’m… Continue Reading Steve...
Downloading Chat Transcripts as a Customer in Omni Channel Engagement
As a customer, when we utilise live chat features of organisation, it can be an amazing experience. We get what… Continue Reading admin’s Article on their blog Downloading Chat Transcripts as a Customer in Omni Channel Engagement As a customer, when we utilise live chat features of organisation, it can be an amazing experience. We get what we need quickly and we get it done. This could be information regarding an order...
The Power Chatform – Episode 1 – You shouldn't eat stickers
Today I launch Episode one of my Podcast, The Power Chatform. A podcast is something I’ve wanted to do for a while and I thought now was the time to do this. I started off with two of my favourite people in the world, Joe Griffin and Malin Donoso Martnes. We talked about our first times….presenting, conferences, skills, 6 degrees of separation, why you shouldn’t eat stickers.Check out… Continue Reading Matt Collins-Jones’s...
Dynamics 365 Customer Service Trial
There are many guides out there for this exact step. I only recreated this so all the content is on one page under my control. In Private Open a browser in private mode Open Dynamics 365 Trials Click the “Sign up here” !! If you are a customer, click “no, continue signing up”. If you are a partner you should look for different places to create demos. Head on over to… Continue Reading Thomas...
Notes on Dynamics 365 for Phones and Tablets app – Part 1
For one of our requirements we have started exploring Dynamics 365 for Phones and Tablets, so just noting down a few of the key points identified during the exploration Supported devices for the app We can use the Web browser on Tablet for accessing Dynamics 365 Model-driven apps with the following specifications. Using the Web … Continue reading “Notes on Dynamics 365 for Phones and Tablets… Continue Reading Nishant...
Resolving PowerShell TimeoutExceptions when using Export-CrmSolution (Dynamics 365/Common Data Service)
Have you heard of the Microsoft.Xrm.Data.PowerShell module? If you have aspirations involving or are doing work with Dynamics 365/the Common Data Service and DevOps, then the functionality that this provides could speed you along. Utilising the capabilities found within the Dynamics 365 SDK, the module allows you to: Retrieve details regarding your Dynamics 365 organisation and the metadata… Continue Reading The CRM Chap’s...
Advance Filtering in Dynamics 365 2020 Wave 1 Release
Hi Everyone, Today I have doing some testing, observed a filter just beside Search box on the Grid and when I clicked it has open a popup as below. Played little bit with that and you know it works like a charm. It allows us to build simple to complex filters without even opening Advance Find You can add more filters by selecting a column to filter on, then choosing an operator… Continue Reading Gopinath’s Article on their...
Dynamics 365 Project Service Automation: Update and fix Date on Time Entry
Tested on:Dynamics 365 PSA version 3.10.9.21 Time Entries in PSA can be created by using either the quick create form on Time Entry or the Time Entry Grid PCF control that is by default enabled on the entity. If we look at the msdyn_date (Date) field after a Time Entry record has been created, the field’s value is displayed in a user’s local time in the UI. So far so good. This is how it… Continue Reading Antti...
You don’t have any apps in this view or We can’t find any app for your role error in Dynamics 365 for Phones and Tablets app
For one of our users, we were getting below error when he was trying to access Dynamics 365 through phone and tablet app. To resolve it make sure that all the required privileges are assigned to the user’s security role. https://docs.microsoft.com/en-us/dynamics365/mobile-app/set-up-dynamics-365-for-phones-and-dynamics-365-for-tablets#required-privileges and also the role is added to the… Continue Reading Nishant...
The Transfer feature in Omni Channel Engagement
The consult feature was covered in the previous post, but the ability to transfer is slightly different. There is the… Continue Reading admin’s Article on their blog The Transfer feature in Omni Channel Engagement Once an agent has accepted the transfer, the originating agent goes into consult mode, where they can still discuss the issue with the customer and begins in internal mode as shown by the peach colour as shown...
Using the Consult Feature in Omni Channel Engagement
Being able to ask for assistance or advice inside an organisation is often a key requirement from customer service staff,… Continue Reading admin’s Article on their blog Using the Consult Feature in Omni Channel Engagement Being able to ask for assistance or advice inside an organisation is often a key requirement from customer service staff, it’s impossible to know everything! Blog Syndicated with admin’s...
SharePoint HTTP connector: Send a no-reply email from a specific sender name in a Flow
ally if there’s a need for a no-reply email message in Power Automate Flows, the Mail connector is used. But when using Mail connector the sender display name can’t be changed. It will always be “Microsoft Power Apps and Power Automate”. However, if the message needs to be sent to internal users within your tenant only, an alternative approach using SharePoint Rest API and the ‘Send an HTTP…...
Create new folder in SharePoint document library that has a dot at the end of its name.
The SharePoint connector has an action ‘Create new folder’ that wil give an error when the target document library has a dot at the end of its name.There’s an alternative way to create a new folder that uses the path of the document library instead of its name. When creating a document library I follow the best practice of creating it with a short unique name (like account number) that will… Continue Reading...
Dual-write is available to integrate Dynamics applications in near time
Dual-write brings the possibility of integration with configuration not customisation, woohooo Dual-write was released this week after a year of people trying it and deciding it isn’t ready yet. I sometimes criticise Microsoft for releasing functionality early but the advantage is we get to try the functionality, help Microsoft test it and get a deeper understanding of what the… Continue Reading Hosk’s Article on their...
Sessions and Conversations in Omni Channel Engagement
This blog post covers exactly what Sessions and Conversations are within the Dynamics 365 Omni Channel Engagement app. They are… Continue Reading admin’s Article on their blog Sessions and Conversations in Omni Channel Engagement This blog post covers exactly what Sessions and Conversation s are within the Dynamics 365 Omni Channel Engagement app. They are sometimes used interchangeably, but they are in fact two different...
Selecting a specific SharePoint Document Library to Upload Dynamics 365 Email Attachments using Teams Adaptive Cards
In my recent series of posts I covered how to implement a better integration between Dynamics 365 and SharePoint. One of the common scenarios that you will encounter if you’ve integrated the systems is the requirement to move Email Attachments from Dynamics 365 to SharePoint. In my implementation a lot of my sites have more than one Document Library, and Users want to be able to select a… Continue Reading...
Pass data to HTML Web Resource using browser’s sessionStorage in Dynamics 365 CE
If you’re using Xrm.Navigation.openWebResource(webResourceName, windowOptions, data), you probably are already using ‘data’ to the HTML Web Resource you are opening. Here, I’m using an alternate method. I use JSON to send my data since it is widely preferred and used. Basically, I’ll Stringify my JSON object and add it to session storage, then – retrieve it from sessionStorage and Parse is…...
Display the plain text version of an email on Windows
Today I had the challenge to display the plain text version of a ClickDimensions email on a Windows device. I gave the Outlook setting “Read all standard mail in plain text” in the Trust Center a try, but it only removes the images and formatting from the the HTML version of the email. Finally I found in the internet that Thunderbird is able to show the text version of a mailing.Here is the… Continue Reading...
Make Your Business More Accessible with New Blocks
From our support sessions with customers each month, we know that growing your brand or business is a top website goal. And in this unprecedented time in which more people around the world are staying at home, it’s important to promote your products and services online to reach a wider audience and connect with more people. Our team has been hard at work improving the block editor… Continue Reading Cheri Lucas...
Keep user access “in sync” between CDS|Dynamics 365 and SharePoint
The standard integration between CDS|Dynamics 365 and SharePoint doesn’t offer a way to keep user access in sync between both systems.For some use cases there is a simple solution for that. In my previous blog post I’ve used an Azure AD mail-enabled security group to provide users access to Dynamics 365 and SharePoint. This security group is used in a Team in Dynamics 365, and a… Continue Reading StefanS365’s...
Manage Presence in Omni Channel Engagement
This post is an overview of how presence is managed in Dynamics 365 Omni Channel Engagement. Dynamics 365 Omni Channel… Continue Reading admin’s Article on their blog Manage Presence in Omni Channel Engagement Dynamics 365 Omni Channel Engagement allows users to manage their own presence in the same way as Microsoft Teams and previously we did in other programs such as Skype for Business. In fact – it works in the...
Upload files using SharePoint Integration for Dynamics 365 for Phones and Tablets app
Recently I wrote a blog post that mentions a few points that we can consider while designing a solution with regards to attachments in Dynamics 365 for Phone / Tablet App. Attachment to Notes à https://nishantrana.me/2020/03/30/attachments-to-notes-in-dynamics-365-for-phone-and-tablet-app/ Using SetWordTemplate to combine multiple attachments as a single doc à… Continue Reading Nishant Rana’s Article on their blog Upload...
Why Are My Emails Going To Junk?
We send out emails and assume they get to their desired destination. Every so often you might get some kind of notification if the recipient’s email address is wrong, or no longer exists… but then that’s an issue on their side. What about the times your emails are not received? How do you know? What if it’s only once every so often? I recently started to suspect there was an issue with… Continue Reading Megan V....
Calling SetWordTemplate from custom ribbon button in Dynamics 365
Let us continue our previous post and this time instead of calling SetWordTemplate action / request from a workflow, we will call it using a custom ribbon button. If we try calling the action directly using Xrm.WebApi.online.execute method from a custom ribbon button, we will get the below error “Resource not found for the segment … Continue reading “Calling SetWordTemplate from custom ribbon… Continue Reading...
MS CRM Version & Names
Originally posted on Soma crm: Microsoft Giving a code name to every version , CRM 4.0 – Titan CRM 2011 On premise – no name given CRM 2011 Online – Polaris CRM 2013 -version 6.0 – Orin CRM 2013 SP1 version 6.1 – Leo CRM 2015 — version 7.0 — Vega CRM… Continue Reading Nishant Rana’s Article on their blog MS CRM Version & Names Soma crm Microsoft Giving a code...
What is Omni Channel Engagement?
Omni Channel Engagement is an Application within the Microsoft Dynamics 365 family and also part of the Customer Service family… Continue Reading admin’s Article on their blog What is Omni Channel Engagement? Omni Channel Engagement is an Application within the Microsoft Dynamics 365 family and also part of the Customer Service family of products in the Microsoft Business Applications stack. You might be wondering what...