Low Code Software Tradeoffs
Recently I wrote on The Enduring Appeal of Low Code Software Development and 6 Reasons to Choose Microsoft for your Low Code Application Platform which explain why low code development is popular and why Microsoft is especially successful among the low code application development platforms. Like many decisions, moving to low code software involves tradeoffs, so this post is devoted to some… Continue Reading...
Dynamics MVP’s automatically renewed!
Hey Everyone! Sorry its been a long time for an update. It’s been a tuff year for everyone, and happy to announce that Microsoft has renewed all MVPS their awards for this year! This is great news, as me and fellow MVPS are not only concerned about renewals, but without conferences and face to face events, its hard for the community too. No doubt your MVPS are around and available, and… Continue Reading Christopher...
Five Reasons Power Apps and Low Code Projects Fail
During the kick-off of any new software project, a senior stakeholder will often produce a slide that explains why a high percentage of software projects fail. The intention is often to explain how the soon to be kicked off project will not fail. If you search for “Why software projects fail?”, you will find a variety of failure reasons, such as general people issues, time, lack of testing,… Continue Reading Brian...
Five ways to make Power Apps and Low Code Projects succeed
During the kick-off of any new software project, a senior stakeholder will often produce a slide that explains why a high percentage of software projects fail. The intention is often to explain how the soon to be kicked off project will not fail. If you search for “Why software projects fail?”, you will find a variety of failure reasons, such as general people issues, time, lack of testing,… Continue Reading Brian...
How to Inspections in Dynamics 365 Field Service?
Photo by Field Engineer on Pexels.com This is a curated post to share best resources to explore, understand and use one of most amazing feature of Dynamics 365 platform: Inspections in Field Service. “Inspections” is the only option (other than Customer Voice) in Dynamics 365 for business administrators to design a form, end users to fill it up, and then business users to be able to see… Continue Reading Ali...
Error – “Microsoft SQL: A network-related or instance-specific error occurred while establishing a connection to SQL Server” – while trying to use Dataverse connector in Power BI
While trying to use Dataverse connector inside Power BI Desktop we got the below error Details: “Microsoft SQL: A network-related or instance-specific error occurred while establishing a connection to SQL Server. The server was not found or was not accessible. Verify that the instance name is correct and that SQL Server is configured to allow … Continue reading “Error – “Microsoft SQL: A… Continue...
Agent scripts in Omnichannel and Customer Service Workspace – Dynamics 365
Agent scripts are available within the Productivity pane in the Customer Service workspace and Omnichannel for the Customer Service app. Agent scripts contains series of steps that will guide the agents while working, helping them to be more efficient. More on Customer Service Workspace… Continue Reading Nishant Rana’s Article on their blog Agent scripts in Omnichannel and Customer Service Workspace – Dynamics 365...
7 unsung hero features of Dynamics 365 Business Central
The implementation of Dynamics 365 Business Central can be a daunting process for the end users of the new system. Highlighting useful, everyday features of Dynamics 365 Business Central can help to make adoption easier. When implementing a new system, it can be quite common to find that people focus on the differences between their old familiar system and the new system – often judging any… Continue Reading Guy McKenzie’s...
Crypto Currency Blog Posts?
While my “Normal” day-to-day work revolves around Microsoft Business Solutions, mostly Dynamics 365 and the Power Platform, I have a massive interest in Crypto Currency – Not just the potential for investment, but the whole concept of a decentralised platform. So, with that in mind, I was thinking about sprinkling in the odd article on Crypto Currency dealing and Mining. Question… Continue Reading Rob...
Exam PL-400 Revision Notes: Working with Canvas Apps
Welcome to the eighth post in my series focused on providing a set of revision notes for the PL-400: Microsoft Power Platform Developer exam. In last week’s post, we dove into model-driven Power Apps, reviewing their various capabilities and usage cases within the Power Platform. We can now look to continue our review of Power Apps by moving on to canvas Power Apps and, specifically, the… Continue Reading The CRM...
Duration field in Dynamics 365 converts Hours value to Days in Dynamics 365 | [Flow Workaround to convert in Hours and Mins]
This must be one of the most common scenarios Dynamics 365 Users must’ve come across. The Whole Number’s Duration field shows Duration in Days once it crosses 24 hours, it shows the Duration in Days. Like below –And once you leave the control, it’ll be converted to it’s equivalent Days conversion But if you click on it, you can in fact see the Hours However, It’s not ideal to click on…...
How to handle hotfixes in Dataverse
Recently I noticed some questions coming up here and there regarding how to handle hotfixes in Dataverse. There was one community member who specifically asked whether I would have a blog post about that. @BergmannBene do u have a blogpost about this strategy somewhere maybe? Sounds interesting. Ur way of deploying sounds sophisticated. I m struggling espacially with the hot fix part at… Continue Reading Benedikt’s Article...
Dynamics 365 Birmingham – Awesome Free March 2021 Event
With COVID rules looking likely to be relaxed soon maybe just maybe we can start to dream of meeting face to face again soon. But until then we have another awesome free virtual event. You can register now on meetup using this link …. D365UG Birmingham – Wednesday 17th March 2021 5:30pm | Meetup This time we have two MVPs presenting. Danial and Benedikt. Meaning our next exciting… Continue Reading Neil Parkhurst’s...
Do you use FetchXML Builder? Please consider helping a friend out.
I use the FetchXML Builder on my Power Platform almost on a daily basis. It saves me so much in building SSRS reports, it allows me to build powerful Power Apps portals web templates and it also helps me building Power Automate flow queries. What is FetchXML Builder? It is a tool that is part of the XrmToolBox that allows you to quickly point and click choose tables from Dataverse… Continue Reading Nick Doelman’s Article...
Luise Freese on The Oops Factor
Discovering how Luise decided to learn piano (she also loves bubble wrap!), and how her luggage decided to go on a different journey to her (along with the use of technology, of course! If you’d like to come appear on the show, please sign up at http://bit.ly/2NqP5PV – I’d love to have you on it! Click here to take a look at the other videos that are available to watch. The post
Power Baseball League: Chart Basics
It is important to balance your data views with data visualizations using charts! CHARTS RULE! Today the Power Baseball League is taking on Chart Basics. This builds on the system and personal views we built the last two weeks. Now we want to show you a few things you can do with charts for those views. Graphical representation of data is powerful tool. In some ways, it adds context to… Continue Reading Kylie Kiser’s...
D365 Marketing Segments & D365 Customer Voice
One of the first things you likely learned to create when starting off with the Dynamics 365 Marketing App was how to create segments. These are your ‘buckets’, ‘groups’ or ‘lists’ of people that you want to take on a Customer Journey of some kind. If you are using Dynamics 365 Customer Voice, you might want to leverage survey submissions and responses to specific questions to create...
More Microsoft Clouds for Industries, Including Nonprofits
Today Microsoft announced three new industry computing clouds for financial, manufacturing and nonprofit. The new clouds join the healthcare and retail clouds. Based on Azure, Microsoft 365, Dynamics 365, Power Platform and other Microsoft services, the industry clouds consolidate components, tools, solutions, and data models that are geared toward industry needs and standards. Since my focus… Continue...
Dynamics 365 Business Central 2021 release wave 1 – what is new?
Microsoft has announced the range of new features coming to Dynamics 365 Business Central on the 1st April 2021. This forms part of Microsoft’s release wave 1 2021 updates. The new updates coming to Dynamics 365 Business Central forms part of Microsoft’s six-monthly commitment of continual enhancements across the entire Dynamics 365 and Power Platform product portfolio. What is new for… Continue Reading Kerry Orr’s Article...
Postman – Dynamics 365 connection
If you’ve seen my last couple of posts, you will see that I’ve been playing around with Power Automate a lot. If you’ve read them you will know that in some steps I have to execute specific JSON commands. And as most of you know, JSON is in the heart of APIs. I’ve been testing some of my APIs using Postman app, a well-known application for testing APIs. Even since I’ve passed a Postman course in LinkedIn...
Microsoft 365 – SharePoint App Bar Release
The SharePoint App Bar is a new feature that will introduce a noticeable user interface (UI) change to SharePoint Online. Microsoft 365 is an evergreen environment with new services and features being constantly released. This allows users to take advantage of new capabilities as soon as they are available. This, however, means tenant administrators need to be aware of what is in… Continue Reading Incremental Group’s...
Sales Quote Expiry Date
You can specify the Sales Quote expiry date on a field called Quote Valid To Date. If you want BC to calculate the expiry date automatically, you can specify the date formula in the Quote Validity Calculation field on the Sales & Receivables Setup page. If you want to batch delete expired sales quotes, there is a function called Delete Expired Quotes that only accessible from… Continue Reading thatnavguy’s Article on...
Activity Logging – Dynamics 365 Apps
Microsoft 365 Security and Compliance Center – provides easy access to the data and the tools to manage the compliance need of an organization, and also can be used to review the different data processing activities within Dynamics 365 Customer Engagement apps. It required Microsoft 365 E3 or E5 subscription and is only available for … Continue reading “Activity Logging – Dynamics… Continue Reading Nishant...
Azure API Management: Configuring the JWT Validation Policy Correctly
Photo by Daria Nepriakhina Introduction Azure API management provides a scalable API management platform that can be used for securing and publishing APIs. APIs published in Azure API Management can be secured using OAuth 2.0 authorisation with Azure AD. The key steps defined in the instructions for securing the APIs published in APIM are: 1. Setup 2 app registrations in Azure AD for the… Continue Reading Kenneth...
Branding Omnichannel Chat Widget
One of the most basic functions of Omnichannel is the humble chat widget. This lovely little feature is there to be embedded on a webpage. People browsing the website can see it in the corner (or wherever it’s placed), and can then click on it to get help from a customer service person. When clicked on, the chat window immediately opens, and people can connect to a live advisor. As… Continue Reading thecrmninja’s...
Power Platform and Xbox
I’m proud to be debuting a brand new presentation at Scottish Summit on 27/02/2021 all about how I used the Power Platform capabilities alongside my favourite Xbox game in order to expand my understanding of the Power Platform and improve my gaming performance. If you’re interested in seeing the presentation live you can get a free ticket here – I’ll be talking in room Humbie at 16:45 UK… Continue Reading...
Using Redirect URLs In D365 Marketing
If you are using the Dynamics 365 Marketing app, no doubt you’ve already fallen in love with the Insights. The detail you can see for a Contact record in terms of all of the clicks, form submissions and website visits is awesome! You can also review the insights for any Marketing Websites you’ve added tracking code to, and see which Contacts have visited different links. While all this is fine… Continue Reading Megan...
Azure Cheat Sheet
Originally posted on Microsoft Azure Articles..: Microsoft Azure Articles.. View original post Continue Reading Nishant Rana’s Article on their blog Azure Cheat Sheet Reblogged on WordPress.com Blog Syndicated with Nishant Rana’s...
Check access to a record in Dynamics 365
Using the Check Box button in the command bar, the user can now check the privileges he has on the record. It also provides the details on how he has that particular privileges on the record, either through Security Roles assigned directly or through the team user is part of or through the Hierarchy security. … Continue reading “Check access to a record in Dynamics 365” Continue Reading Nishant Rana’s...
Show/Hide Actionable Adaptive card data based on Outlook rendering
Ever ran into issue where your actionable adaptive card that you created using Adaptive Card Designer works on your domain but when you send emails to users outside of your domain the actionable adaptive cards do not load? The main reason for this is for actionable adaptive cards to work outside of your domain you need to register your adaptive card using the following link. This is to avoid… Continue Reading Danish’s...
Office 365 Outlook connector in Cloud Flows showing Invalid Connection error | Power Automate
Office 365 Outlook connector is one of the most required connectors for Cloud Flows since it involves Exchange Online / Outlook services. At times, all the Connection References work fine elsewhere but in causes issues with Office 365 Outlook and shows error which says ‘Connection not found. Please create a new connection and change your application to use the new connection‘ even when you… Continue Reading...
Incremental continues partnership with Digital Xtra Fund
Incremental has continued its partnership with Digital Xtra Fund to nurture young digital talent. Funding applications have opened for this year’s grants programme from Digital Xtra Fund – Scotland’s charity committed to increasing the number and diversity of young people learning key digital skills. The Digital Xtra Fund aims to: Inspire young people to understand and create with… Continue Reading Incremental...
Everything You Need to Know About Embedded Canvas Apps
Hello Readers Hope you are all well! It’s been a while since I last wrote, I got super busy with… Continue Reading Prashant Shukla’s Article on their blog Everything You Need to Know About Embedded Canvas Apps Hello Readers Hope you are all well! It’s been a while since I last wrote, I got super busy with my community events and the new work life. I will try to be as regular as possible on my posts… Blog...
Exam PL-400 Revision Notes: Working with Model-Driven Power Apps
Welcome to the seventh post in my series focused on providing a set of revision notes for the PL-400: Microsoft Power Platform Developer exam. In last week’s post, we reviewed the various capabilities within Microsoft Dataverse that you can use to build a robust security and access model. In today’s post, we move onto the third exam area – Create and configure Power Apps – which has a 15-20%… Continue...
Add SASS to a TypeScript project for Dataverse
In some of my recent blog posts, we learned how to set up a TypeScript project and how to add React and tests to it. Today we will learn how to add SASS to a TypeScript project for Dataverse. The following configuration is working as of writing this blog post (February 2021). Everything in the Front-end space is evolving very fast. There might be stuff that is not working as described when… Continue Reading Benedikt’s...
Power Baseball League: System View Enhancements
I am running out of baseball pictures! So here is the hubby and I enjoying a game at Nationals Park when both of us had much shorter, pre-quarantine hair! This week on the Power Baseball League we look at System View enhancements. Views are a simple yet powerful element of any model-driven app. They provide users with relevant information and help users see the information they need at a… Continue Reading Kylie Kiser’s...
Custom Connector in Power Automate
This is part one of a complete solution that I will post on how to use Power Automate custom connectors with CDS. Power Automate is getting more and more part of the daily processes of Dynamics CRM, with the ability to use hundreds of connectors to get and send data across platforms. Recently I had to prepare a PoC (Proof of Concept) of connecting GoToWebinar with Dynamics CRM. The requirements were simple, to be able to get the...
Accurate cash flow management amid Covid-19
It has been nearly a year of Covid-19 restrictions, in which organisations have been forced to make several changes, in many cases for the long-term. Accurate cash flow management has never been more important. Consumer spending habits and behaviours have changed, impacting cash inflows. In addition to this, business’s spending habits have most likely also changed – for example, with many… Continue Reading Kerry Orr’s...
Jon Russell on The Oops Factor
Discovering how Jon loves photography, and has even used technology to automate things! Also covering the importance of mental health and looking after ourselves If you’d like to come appear on the show, please sign up at http://bit.ly/2NqP5PV – I’d love to have you on it! Click here to take a look at the other videos that are available to watch. The post Jon Russell on The Oops… Continue Reading...
Inject content into Power Apps portals form components
Sometimes even the most simple requests can balloon in extra configuration to meet the client’s vision. One of the most common uses of a Power Apps portal is to collect some information using a form. Adding a form component to a portal page is a very simple exercise. You create the model-driven form in the Power Apps maker portal, and then in the Portal Studio create a page and add the… Continue Reading Nick...
Sending D365 Customer Voice Surveys From Your Own Domain
When sending surveys to your customers and prospects via D365 Customer Voice, the emails will come from the lovely surveys@email.formspro.microsoft.com email address. Your name will be displayed, but still, it doesn’t look that great and could confuse some people. Worse, it could even end up being ignored. Did you know you can change that, and actually have these emails go out from your own… Continue Reading Megan V....
In-app or Push notification – Model-driven App – 2021 Release Wave 1 Power Apps / Dynamics 365
With 2021 Release Wave 1, the in-app notifications feature has been added to the Model-driven app, earlier it was only available for Canvas Apps. To see it in action à Login to Power Automate https://us.flow.microsoft.com/en-us/ Create a new flow, select start from blank – Automated cloud flow, make sure the appropriate environment is selected. Specify … Continue reading “In-app or Push… Continue Reading...
New Service Scheduling Experience in Dynamics 365
Photo by Zan Over the past few months we witnessed significant improvements to Dynamics 365 along with loads of new features being built on top of the unified interface. Service scheduling is one of those areas which changed significantly but what are these changes and how do these changes benefit us? What are our options? Let’s review the latest from Microsoft released during the October… Continue Reading Roy Behounek’s...
Dynamics 365 – 2021 Release Wave 1 | Part 1
It’s that time of year again! It’s February and that means that we are able to get early access to some of the new features and updates in Dynamics 365 and the Power Platform! I will be writing a series of articles on what is new and what is coming in this release. In this article I will be discussing generic features and updates for Dynamics 365 Sales. Just forRead More Continue Reading Dian Taylor’s Article on...
Solution Dependencies & Management
Solutions are marvellous things. They enable us to be able to package up lots of components, and deploy them to different environments all together as one single package. However, there have been changes over time as to how solutions are used. I’m not (for the most part) going to go into the Managed VS Unmanaged debate, which I leave to people who are more in the know…. Microsoft… Continue Reading thecrmninja’s...
Understanding Security & Permissions in Field Service
Photo by Pixabay on Pexels.com This article is part of a series on Field Service for Beginners Dynamics 365 Field Service, like its other Dynamics 365 siblings, comes with a bunch of security roles and field security profiles. These out-of-the-box security configurations are then updated and tailored in each implementation. This article is to have a look at these roles & profiles, and… Continue Reading Ali Khan’s...
Managing D365 Customer Voice Alerts Via Microsoft Teams
In a previous post, I wrote about how to create alert rules and then manage those alerts in Dynamics 365 Customer Voice. The alerts functionality is great, but perhaps not everyone responsible for helping resolve those Customer Satisfaction issues will have access to Customer Voice. Plus, the person setting up the surveys might not even know who should be assigned those alerts. In November… Continue Reading Megan V....
Show custom ribbon button based on Security Role of the logged in User in Dynamics 365 | Ribbon Workbench in XrmToolbox
In ribbon button customization, it is a common scenario to show the button only to a certain set of users who have a certain security role. Security Role Scenario Let’s assume Subscription Manager is a security role in your Dynamics 365.And the Ribbon button will only be visible to the Users who have been assigned this Security Role.If they have this Role, they’ll be able to see the… Continue Reading...
Exam PL-400 Revision Notes: Implementing Security within Microsoft Dataverse
Welcome to the sixth post in my series focused on providing a set of revision notes for the PL-400: Microsoft Power Platform Developer exam. Last time around, we deep dove into some of the core concepts to grasp around Microsoft Dataverse for the exam, including tables, columns and relationships. Today, we can now move onto the final topic within the Configure Common Data Service area of the… Continue Reading The CRM...
Dynamics 365 Customer Service macros – Update case field values
This is the second post of this series, if you are not familiar with the Agent scripts and Macros, you can check out the previous article for a step by step tutorial on how to configure Macros and Agent Scripts. Since we have already discussed the background in the previous post, let’s dive right into the scenario. I need to run a macro and update existing case values to below: Title… Continue Reading Kaushal...