Ten Custom Expressions To Use With Forms Pro
Feb24

Ten Custom Expressions To Use With Forms Pro

Creating a Forms Pro survey is pretty simple. Adding in some logic to check for a number, or make sure a field is formatted as an email address is straight forward enough too. We also have the ability to do formatting checks using custom regular expressions which I wrote about here. I’ve been told it’s straight forward (I am sure it is!), but for me, regex is not really ‘my thing’. I… Continue Reading Megan V. Walker’s...

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Ten Regex Expressions To Use With Forms Pro
Feb24

Ten Regex Expressions To Use With Forms Pro

If you’ve been using Forms Pro to create surveys then you should be aware that you can do custom validation on fields with Regular Expressions (regex). My friend Megan Walker blogged about this recently, showing how easy it is to add the custom formatting checks to a field on your survey. Megan and I were discussing this functionality and, as I’m a massive geek, she asked if we could work… Continue Reading...

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Enhanced email experience for agents in Dynamics 365 Customer Service – 2020 Release Wave 1
Feb24

Enhanced email experience for agents in Dynamics 365 Customer Service – 2020 Release Wave 1

To enable the new email capabilities in Dynamics 365 Customer Service, Navigate to Settings àAdministration à System Settings à Email Tab and check the Enhanced email for Timeline option We can also enable it from within the Sales Hub app, App Settings à Overview The new features include à Composing Email in a pop-up and … Continue reading “Enhanced email experience for agents in Dynamics… Continue Reading Nishant...

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Easier template selection & Manage Activities with ease in Dynamics 365 | 2020 Wave 1 Feature
Feb24

Easier template selection & Manage Activities with ease in Dynamics 365 | 2020 Wave 1 Feature

Easier template selection and a improved Activities management view are pretty important features that got added in this 2020 Wave 1 Early Access. Here’s what they are! Disclaimer: Before we proceed, please note that this is a part of the Wave 1 2020 Early Access. We can’t be sure if this will make it to the final release. Also, you can enable Early Access into your Sandbox instance only and… Continue Reading...

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Interacting with the Dynamics 365 / Common Data Service Web API from Azure Data Factory
Feb23

Interacting with the Dynamics 365 / Common Data Service Web API from Azure Data Factory

I’ve blogged somewhat frequently in the past about using Azure Data Factory (ADF) V2 alongside Dynamics 365 / the Common Data Service (CDS). The main focus with these posts has been in pointing out the “gotchas” to consider when using it. For example, we’ve reviewed the list of data type limitations when importing data into Dynamics 365 / CDS. ADF has also been the focus of several talks I… Continue...

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ALM – Using “Solution Checker” in a pipeline
Feb23

ALM – Using “Solution Checker” in a pipeline

In my last post, I explained a Basic ALM process for CDS. In this article, I promised to write about different Quality Gates to improve a pipeline. Today we will learn how it is possible to use the “Solution Checker” in a pipeline as a Quality Gate (QG). This kind of QG would fit in different parts of the Basic ALM process. For example, before pushing the unmanaged solution to the source… Continue Reading...

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Power Chat with Rami Mounla
Feb23

Power Chat with Rami Mounla

Rami Mounla is a solution architect based in Wellington, New Zealand. He is the author of Microsoft Dynamics 365 Extensions Cookbook. Rami is a regular speaker and organises different community events, including D365 Saturday, in New Zealand. He was awarded Microsoft MVP multiple years. It was a pleasure for me to meet Rami in Melbourne a few years back. I admire his experience,… Continue Reading Yawer Iqbal’s Article on...

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Dynamics 365 & Power Platform licensing FAQ, February 2020
Feb22

Dynamics 365 & Power Platform licensing FAQ, February 2020

There are certain details in Microsoft’s licensing model for Dynamics 365 Team Members, Power Apps and environment capacity management that tend to raise questions among customers and partners. Here are answers to some of the licensing questions I’ve encountered during the past few months. The post Dynamics 365 & Power Platform licensing FAQ, February 2020 appeared first on Jukka Niiranen. Continue Reading Jukka...

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Solution Strategy
Feb22

Solution Strategy

It is critical to define the correct solution strategy to support your individual deployment. Generally, the deciding factor is based on how complex the implementation is. If you have a simple implementation, a single solution approach can be adopted for larger more complex implementations, a multi-solution approach is preferred. There is an assortment of approaches to defining… Continue Reading Dave Burrell’s Article on...

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Environment Management
Feb22

Environment Management

It is vital to have a defined environment management strategy in place to ensure that you have all the required environments to support both your initial project as well as any ongoing business as usual activity. What is described here should be treated as an absolute minimum as you may require additional levels of complexity to support your particular ecosystem. Environment Planning At… Continue Reading Dave Burrell’s...

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Solution Framework Fundamentals
Feb22

Solution Framework Fundamentals

A good understanding of the solution framework and its capabilities is required to implement a robust application lifecycle management process. This section is meant as an overview of the solution framework for those who do not have a solid understanding or as a reminder for those solution experts. What is a Solution? In its most simplistic form, a solution is a container of application… Continue Reading Dave Burrell’s...

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Excited to Announce…
Feb22

Excited to Announce…

It gives me great excitement to announce that I will now be writing for the Power Automate Community blog. It is a great resource to learn and connect with other Power Automate lovers! The main reason I blog is I love to give back to the community as it has helped me so much over the years, and I want to pay it back in any way I can! You can find the community blog here: Continue Reading Dave Burrell’s Article on their blog...

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Understanding Power Automate Platform Updates
Feb21

Understanding Power Automate Platform Updates

Like the Power Platform Power Automate has its own release train. But what does that actually mean and why does it matter? To most users, it is unimportant, but for those of us who have environments in multiple regions, it is a vital aspect to consider. Updates and bug fixes are applied to one region at a time, and there could be up to 6 weeks difference in what version any particular… Continue Reading Dave Burrell’s...

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PSA is Dead – Long Live Project Operations
Feb21

PSA is Dead – Long Live Project Operations

It seems that recently I am writing about products being killed off by Microsoft. Many will view this as a negative, but actually, it is a very positive thing. The new products that are replacing the old are a massive jump in evolution in terms of both the technology used and the capability. The latest one being announced is the removal of Project service – albeit not until October 2024… Continue Reading Dave Burrell’s...

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Power Apps – Minimum privileges to run app
Feb21

Power Apps – Minimum privileges to run app

Originally posted on Rajeev Pentyala – Dynamics 365 Blog: To configure a security role with minimum privileges to run an app, a pre-packaged unmanaged solution is available in Microsoft download center and can be downloaded from here  The solution contains a security role by name ‘min prv apps use‘. Use ‘min prv apps use‘ security role… Continue Reading Nishant Rana’s Article on their blog...

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Customize Case Resolution Dialog Box – 2020 Release Wave 1
Feb21

Customize Case Resolution Dialog Box – 2020 Release Wave 1

With the 2020 release wave 1, we can now customize the case resolution dialog box In fact, we can select between the standard dialog, customized dialog box or quick create dialog experience for the users. The default out of the box Resolve Case Dialog Box -> Let us select the style as Customizable Dialog. Now … Continue reading “Customize Case Resolution Dialog Box – 2020 Release… Continue Reading Nishant...

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Better Integration between Dynamics 365 and SharePoint using Power Automate — Part 1
Feb20

Better Integration between Dynamics 365 and SharePoint using Power Automate — Part 1

If you’ve used the standard OOTB connection between Dynamics 365 and SharePoint then I’m sure, like me, you’ll have found your share of frustrations. The technical functionality is great, allowing you to see your documents stored in SharePoint in a subgrid on the related Dynamics 365 record, however the standard implementation will probably make your SharePoint admins cry because it uses… Continue Reading...

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Hide Custom Ribbon Button [Easy Way] – Ribbon Workbench
Feb19

Hide Custom Ribbon Button [Easy Way] – Ribbon Workbench

Ribbon Workbench – At times, you have some custom ribbon buttons in place. And you don’t really want to delete it and lose the configuration, but just hide it temporarily. Here’s what I usually do! So, this is your custom button called Promote on the Account form, for example. And you want to temporary hide it. And you can’t simply right click and select Hide. Just like you can simply… Continue Reading...

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Enhancements in Knowledge capabilities in Dynamics 365 Customer Service – 2020 Release Wave 1
Feb19

Enhancements in Knowledge capabilities in Dynamics 365 Customer Service – 2020 Release Wave 1

With 2020 Release Wave 1 we have few enhancements added to the knowledge management aspect. We can see Link, Opening the record in new window, Send Email options being to the title of the results. Link the article to the record Open the article in the new window – This is the new option added. … Continue reading “Enhancements in Knowledge capabilities in Dynamics 365 Customer Service –… Continue Reading Nishant...

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Dynamics 365 Email Copy Paste
Feb18

Dynamics 365 Email Copy Paste

The first request for this function was CRM 4.0, and now it is here (Release Wave 1 2020). Dynamics Copy / Paste in email is now possible, and will be released in April. Thank you Balachandar Swaminathan for finding thishttps://in.linkedin.com/in/balachandar-swaminathan-40a39020 Continue Reading Thomas Sandsør’s Article on their blog Dynamics 365 Email Copy Paste The first request for this function was CRM 4.0, and now it is...

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Dynamics 365 – 2020 Release Wave 1 | Part 2
Feb18

Dynamics 365 – 2020 Release Wave 1 | Part 2

On January 27 of 2020 the release notes came out for Dynamics 365 and the Power Platform and on February 3rd 2020 we were able to enable these features for early access. If you haven’t read the first part one of this article where I’m discussing the Dynamics 365 Sales updates, you can do so here. In today’s article I am going to discuss the Dynamics 365 Customer Service updates. Please note… Continue Reading...

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What Does The Survey Invite Status Mean?
Feb18

What Does The Survey Invite Status Mean?

Once you have sent out your survey invitations (either direct from Forms Pro or using Power Automate to generate and send out the invitation emails), how do we know what’s happened to them? If you have looked in the Common Data Service using a Model-Driven App, or have paid attention to the invitations in Forms Pro, you might have seen a status. The survey invite status tells us exactly what’s… Continue Reading Megan...

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Call a Power Automate Flow from Custom button in CDS/D365
Feb17

Call a Power Automate Flow from Custom button in CDS/D365

Power Automate has a lot of advantages over Classic Workflows. I’ve given presentations on this topic and it’s an ongoing conversation piece in the community, of what everyone should be using. I’ve made a commitment to only build Power Automate Flows and NOT Classic Workflows anymore and it’s something I’m sticking to. One request on a lot of projects is the ability to click a button… Continue Reading Matt Collins-Jones’s...

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Kanban View for Activities in Dynamics 365 Sales – 2020 Release Wave 1 Plan
Feb17

Kanban View for Activities in Dynamics 365 Sales – 2020 Release Wave 1 Plan

Similar to the Opportunity entity, we can add a Kanban view to Activities. https://nishantrana.me/2020/02/14/kanban-view-for-opportunity-in-dynamics-365-sales-2020-release-wave-1-plan/ Open the Activity entity for Customization and add the Kanban control and publish the changes. *similar to Kanban, we can configure Calendar control for Activity. After publishing the changes we will have both… Continue Reading Nishant...

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Kanban view in D365 for Sales | 2020 Wave 1 Early Access Feature
Feb17

Kanban view in D365 for Sales | 2020 Wave 1 Early Access Feature

Another desired feature for Dynamics 365 Salespeople is here in the 2020  Wave 1 Early Access feature-set. Kanban view for Opportunities in D365 Sales! Disclaimer: Before we proceed, please note that this is a part of the Wave 1 2020 Early Access. We can’t be sure if this will make it to the final release. Also, you can enable Early Access into your Sandbox instance only and test since… Continue Reading priyeshwagh777’s...

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Kanban view in D365 Sales | 2020 Wave 1 Early Access Feature
Feb17

Kanban view in D365 Sales | 2020 Wave 1 Early Access Feature

Kanban View in D365 is another desired feature for Dynamics 365 Salespeople is here in the 2020  Wave 1 Early Access feature-set! Disclaimer: Before we proceed, please note that this is a part of the Wave 1 2020 Early Access. We can’t be sure if this will make it to the final release. Also, you can enable Early Access into your Sandbox instance only and test since it’s not recommended for… Continue Reading priyeshwagh777’s...

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Exam MB-400 Revision Notes: Mapping a Business Process with Business Process Flows
Feb16

Exam MB-400 Revision Notes: Mapping a Business Process with Business Process Flows

Welcome to the sixth post in my series, focused on providing a set of revision notes for the MB-400: Microsoft Power Apps + Dynamics 365 Developer exam. After a small hiatus to the series, it’s great to resume things again this week. Last time around, we saw how to leverage Business Rules within a model-driven app, as part of focusing on the following exam assessment area: Configure Microsoft… Continue Reading The CRM...

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Legacy Dynamics to the Power Platform
Feb14

Legacy Dynamics to the Power Platform

If you are reading this, you are more than likely on an old version of Dynamics CRM. Shame on you! I joke. I come across lots of organisations that are on dynamics versions as far back as 2011. If you are on an old version, this also means that you are on-premise. The big question you should be asking yourself is, how do I get onto the Power Platform? If you are asking yourself that… Continue Reading Dave Burrell’s Article...

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Scottish Summit 2020 – Are you attending?
Feb14

Scottish Summit 2020 – Are you attending?

It is not long now until the Scottish Summit. Are you attending? For more details check out: https://scottishsummit.com/ The post Scottish Summit 2020 – Are you attending? appeared first on Dave Burrell. Continue Reading Dave Burrell’s Article on their blog Scottish Summit 2020 – Are you attending? – Dave Burrell I am a Microsoft Dynamics consultant and Solutions Architect and have been for almost 10 years....

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Canvas Apps 017: Environment Variables
Feb14

Canvas Apps 017: Environment Variables

This video is part of my ‘Easy Opportunities Manager’ series, which documents building a basic #CanvasApp #PowerApp to easily manage opportunity records in the Common Data Service (#CDS). The series is aimed at beginners and provides a complete step by step walkthrough of how to build an app on the #Microsoft #PowerPlatform. Exercise files, including required data and apps at the start and end… Continue Reading Paddy...

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Surveys in Dynamics 365 Marketing – part 2
Feb14

Surveys in Dynamics 365 Marketing – part 2

Dynamics 365 Marketing, and Forms Pro solution set up New and shiny D365Marketing Environment We just set up our brand new and shiny marketing environment called 365community, which we are going to use to showcase Forms Pro surveys and eventually integrating them in a customer journeys and sending them as part of a marketing campaign. Exciting, right?? 😊 And because any journey is more fun with friends, in this blog series, I will be...

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.NET Core CDS SDK Alpha Availability
Feb14

.NET Core CDS SDK Alpha Availability

Originally posted on Colin Vermander: At long last a version of the CDS SDK is available with .NET Core 3.0 and 3.1 as target frameworks! This release marks a lot of significant change as well with the SDK to align with how CDS and Dynamics are marketed and sold. Gone are the days of XRM… Continue Reading Nishant Rana’s Article on their blog .NET Core CDS SDK Alpha Availability Colin Vermander At long last a version of the...

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Kanban View for Opportunity in Dynamics 365 Sales – 2020 Release Wave 1 Plan
Feb14

Kanban View for Opportunity in Dynamics 365 Sales – 2020 Release Wave 1 Plan

With the 2020 Release Wave 1 Plan, now Kanban View can be added to Opportunity. To configure it, open the Opportunity entity for Customization, go to Controls tab and Add Kanban control to it and publish the changes. This adds the Kanban view to the Opportunity’s view. There are 2 different Kanban views available Based … Continue reading “Kanban View for Opportunity in Dynamics 365 Sales –… Continue Reading...

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Power Automate: Send a Case Closure Survey
Feb13

Power Automate: Send a Case Closure Survey

I was helping a member of the Power Platform community resolve an issue they were having, and I have been able to resolve the requirement with the following solution. The Requirement When a case is resolved within Dynamics 365, a Forms Pro survey should be sent to the customer to allow them to provide feedback. When the response is received, the feedback should be logged against the… Continue Reading Dave Burrell’s Article...

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Unified Interface App URLs – 3 different ways
Feb13

Unified Interface App URLs – 3 different ways

Couple of different ways you can generate/get your Unified Interface App’s URL from. And another one if you want to go an unusual way –   App ID Method This being the easiest and most obvious way to save your App URL when you create a new Unified Interface app – Or when you’re in the App Designer, look for the Properties of the App itself and in the bottom, you’ll see the URL, you can save…...

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Exchange Rate Conversion with Power Automate
Feb13

Exchange Rate Conversion with Power Automate

Many of us will work in organisations that have a global presence and therefore may have a need to know the value of something in a local currency. There isn’t any out of the box way to convert a base currency to another currency in Power Automate, so I wanted to see how easy it would be to configure. The Solution For the purposes of this blog I’m going to configure a simple manually… Continue Reading...

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Mass Edit Currency Fields in Model-Driven Power Apps (including Dynamics 365)
Feb13

Mass Edit Currency Fields in Model-Driven Power Apps (including Dynamics 365)

It wasn’t really my intention to start blogging about currency fields and functionality in Power Apps. If you have been following along, last week I posted about how currency fields work in CDS. If you read my posts primarily for content around Power Apps Portals, then I suggest you check out CRM Tip of the Day, where George Doubinski dug into the portals source code and discovered a… Continue Reading Nick Doelman’s...

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Adding Newsletter Subscribers To ConverKit Via Zapier & Power Automate
Feb13

Adding Newsletter Subscribers To ConverKit Via Zapier & Power Automate

For each presentation I do, I hope at least someone will find value in the content, and maybe even want to get more info. Subscribing to my newsletter is a good way to do this. About a year ago I started using Forms Pro surveys as part of the session, and always include a question for people to sign up for my newsletter if they wish. There are so many great email marketing tools out there, and… Continue Reading Megan V....

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Save and Email PDF options added to Dynamics 365 Sales – 2020 Release Wave 1 Plan
Feb13

Save and Email PDF options added to Dynamics 365 Sales – 2020 Release Wave 1 Plan

The PDF generation capability has been added to Dynamics 365 Sales for the following entities: Lead, Contact, Account, Opportunity, Quote, Order and Invoice. As an Admin, we can configure it here. Enabling it adds the Create PDF and Email as PDF commands. Create PDF and Email as PDF options will let the user select the … Continue reading “Save and Email PDF options added to Dynamics 365 Sales… Continue Reading...

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Sales Team Member app module in 2020 Release Wave 1 Plan
Feb13

Sales Team Member app module in 2020 Release Wave 1 Plan

A new Sales Team Member App has been made available in the 2020 Release Wave 1 plan that is specifically designed for users having Team Member License. Below are the roles assigned to the app. Below are the entities available for the users within the Sales Team Member app Team member licensing is targeted towards … Continue reading “Sales Team Member app module in 2020 Release Wave… Continue Reading Nishant...

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Power Apps Potholes
Feb12

Power Apps Potholes

There are a couple of different ways to approach building a Power App… and I am not referring to Canvas vs. Model-Driven here, but rather, the environment type. Today, you can build a Power App on either a “vanilla” CDS environment, or on a Dynamics 365 CDS environment. Why does it matter? Vanilla Let’s quickly discuss the Vanilla approach as it is the safest, which I will explain why later…. Continue...

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Timeline status is back :)
Feb12

Timeline status is back :)

I had a major rant about the timeline in the new UI HERE, but that is water under the bridge!! Small update with great impact for end users. Activate 2020 Wave 1 preview to check it out.. <div class=”wp-block-jetpack-gif”> <figure> <div class=”wp-block-jetpack-gif-wrapper” style=”padding-top:91%”> </div> </figure> </div> Continue Reading Thomas Sandsør’s...

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Configure Sales Hub from Centralized Location  (General Settings Section added) for Dynamics 365 for Sales – 2020 Release wave 1
Feb12

Configure Sales Hub from Centralized Location (General Settings Section added) for Dynamics 365 for Sales – 2020 Release wave 1

With 2020 Release wave 1 we have a new General Settings section add to App Settings for Dynamics 365 for Sales for easy configuration of the app from a centralised location. In 2019 Release wave 2 à There is no general setting section. In 2020 Release Wave 1 à We have the General Settings section … Continue reading “Configure Sales Hub from Centralized Location (General Settings Section… Continue Reading Nishant...

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Power Automate – April 2020 Release – Overview
Feb11

Power Automate – April 2020 Release – Overview

The Power Platform and Dynamics 365 release notes were made public earlier in the month, and I am most excited about some of the upcoming features of Power Automate. I am a massive advocate of Power Automate and the power that it can bring to organisations without the need for complicated code, on the most part no code at all! In this blog, I am going to discuss some of the upcoming… Continue Reading Dave Burrell’s Article...

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Unified Interface Controls – The Number Input
Feb11

Unified Interface Controls – The Number Input

More Buttons! Let’s look at another numerical control – The Number Input. The Number Input again creates another interactive layer to the form, allowing the user to easily increase and decrease a numerical field by clicking on a + or – button. Our use case is to be able to easily track the number of toys belonging to a cat/contact . Meet Lewis: Meet Lewis! As we can see, Lewis… Continue Reading...

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Power Automate: Your UI testing companion – Part 2
Feb11

Power Automate: Your UI testing companion – Part 2

In my previous blog, I spoke about how to create your first UI flow. If you have not read that yet, then please do so as it is a prerequisite for this one. You can find it here: https://daveburrell.co.uk/power-automate-your-ui-testing-companion-part-1/ Ok, so I am now working on the assumption that you have read part 1. In this blog, I will talk about how we can run or trigger our… Continue Reading Dave Burrell’s Article...

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Connecting Forms Pro Surveys Using Variables
Feb11

Connecting Forms Pro Surveys Using Variables

I’ve written about using survey variables in Forms Pro to create a personalised experience for your clients. You can use variables in email templates, in the survey questions and sub-titles, and when embedding within a website. We can also use variables as hidden values, used specifically as a way to link surveys and their responses together. Consider a case closure feedback survey that you… Continue Reading Megan V....

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Power Automate: Your UI testing companion – Part 1
Feb11

Power Automate: Your UI testing companion – Part 1

We all know that Power Automate is an excellent way of automating business processes within your business but did you know that you are also able to use it as a way of continuously testing? Power Automate has recently released the concept of UI Flows which allow flows to interact with a browser using the Selenium framework. This provides a very efficient way to implement automated testing… Continue Reading Dave Burrell’s...

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Save generated PDFs to SharePoint directly – 2020 Wave 1 | Early Access Feature
Feb11

Save generated PDFs to SharePoint directly – 2020 Wave 1 | Early Access Feature

With Wave 1 of 2020, Early Access lets you use fantastic features in Dynamics 365 CE. For Sales customers, this little feature will definitely be a delight! Disclaimer: Before we proceed, please note that this is a part of the Wave 1 2020 Early Access. We can’t be sure if this will make it to the final release. Also, you can enable Early Access into your Sandbox instance only and test since… Continue Reading...

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Dynamics 365 – 2020 Release Wave 1 | Part 1
Feb11

Dynamics 365 – 2020 Release Wave 1 | Part 1

On January 27 of 2020 the release notes came out for Dynamics 365 and the Power Platform and on February 3rd 2020 we were able to enable these features for early access. In the next few weeks am going to write a few articles where I’ll do an overview on the updates and new features included in this release wave. In today’s article I am going to discuss the updates for Dynamics 365 Sales…. Continue Reading Dian...

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