Create Application User in Dataflex Pro (CDS)
During integration there is always a need to perform authentications with several systems/applications; in this blog we are interested in Dataflex Pro (previously known as CDS) and while you can create an Office 365 user with username/password and configure it in Dataflex Pro; it will consume a license. And if multi-factor authentication (MFA) is setup for that particular user then… Continue Reading Danish’s Article on...
Creating Your Microsoft Bookings Page
Once you have your Business Info, Services and Staff all set up in Microsoft Bookings, it’s time to get your Booking Page all sorted, and then publish it so customers can start booking appointments. It’s quick and easy to get up and running, so let’s take a look! First, get logged in to Microsoft Bookings and navigate to the Booking Page. We can see that the page status is Not published…. Continue Reading Megan...
Timeline control enhancements in Dynamics 365 – 2020 release wave 2
Check all the enhancements that were added in 2020 Release wave 1 in Timeline control https://nishantrana.me/2020/02/25/rich-notes-and-filter-enhancements-in-dynamics-365-timeline-control-2020-release-wave-1/ Below are some of the new features added in 2020 Release wave 2 Enable early access to 2020 release wave 2 Expand and collapse records in timeline All records expanded inside timeline… Continue Reading Nishant Rana’s...
Exam MB-400 Revision Notes: Building a Custom Connector for Power Apps & Power Automate
Welcome to the twelfth post in my series focused on providing a set of revision notes for the MB-400: Microsoft Power Apps + Dynamics 365 Developer exam. In the last post, we saw how developers could leverage C# code as part of plug-ins to implement complex business logic within Dynamics 365. We now move on to examine another extensibility component within the Extend the platform section of… Continue Reading The CRM Chap’s...
Get Output Data from Expand Query of CDS (current environment) Connector in Power Automate
The Common Data Service (current environment) connector (which is highly likely to be renamed soon) Dataflex (Common Data Service current) connector has Expand Query parameter for Get a record and List records actions which can be used to retrieve the related entity. In one of my previous blog posts, I wrote about how you can use Expand Query to retrieve related data. The example I… Continue Reading...
Dynamics CRM Prepopulate To Activity Party on Email when multiple/single records selected from grid
Recently we had a requirement to open Email entity form with To field prepopulated with the selected records from grid. We have added custom button on grid using Ribbon Workbench Tool and added Action to call below Javascript on click on button. function OpenQuickCreateemail(selectedItems) { var partylist = []; if (selectedItems.length == 1) { OpenQuickCreateemailsingleRecorde(selectedItems);…… Continue Reading BIPIN...
Forms Pro is now Customer Voice
Gathering feedback for Dynamics 365 via surveys that had an interesting history. It started with Microsoft purchasing the IP to Mojo Surveys, which became the Voice of the Customer product provided with Dynamics 365. Voice of the Customer was deprecated in 2019 (and removed at the end of June 2020) to be replaced by Microsoft Forms Pro. Now Forms Pro is , in the words of Microsoft,
Field Service Bootcamp 2020
If you are interested in Dynamics 365 Field Service sign up for this combined product team and community event. There are three days of workshops plus a day full of sessions. Details below. I will be speaking on the Saturday on Dynamics 365 Field Service mobile Power App and comparing with the Field Service mobile and rolling your own canvas app. Wednesday August 12th – Advanced scheduling… Continue Reading Julian...
Carl Cookson on The Oops Factor
Hanging out & talking to Carl about various interests such as how Power Platform helps with the Charity sector, his local Diving Club (don’t push him in!), and the importance of a career pivot at the right moment. Also including just how amazing the community is! 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
Enhanced knowledge articles in Dynamics 365 – 2020 release wave 2
With 2020 release wave 1, we had new features added in Knowledge management for increased productivity https://nishantrana.me/2020/02/19/enhancements-in-knowledge-capabilities-in-dynamics-365-customer-service-2020-release-wave-1/ Opt-in for release 2020 wave 2 https://nishantrana.me/2020/08/05/enable-early-access-2020-release-wave-2-dynamics-365/ Now with release 2020 wave 2, we have a few… Continue Reading Nishant Rana’s...
Recover deleted D365 PowerApp environment using PowerShell
To get the most important things out of the way, this can be done only within the first 7 Days. Deleted Environment At times, you want to delete an environment you don’t need. But you feel you do need it back. Deleting an environment from the Power Platform Admin Center will Soft Delete it and you can get it back within the first 7 days only. Here’s some info by Microsoft on that: Continue Reading priyeshwagh777’s...
Suggestions for Toby Bowers on ISV Connect
I guess it is fairly obvious from my post yesterday, that I am pretty pissed off at Microsoft. I have always been one of those “Don’t point out a problem, without suggesting a solution” kind of guys, and I have done my share of pointing out problems with Microsoft’s Business Applications ISV efforts. So here are some ideas. Why ISVs? First, why should Microsoft even give a shit about ISVs?… Continue...
Get Security Roles of logged-in/current user in JavaScript – Dynamics 365 CE
Hi Everyone, Let’s say bye bye to all the code that we used to write for getting Security Roles of the logged in User. Here is the single line of the JavaScript code which gets all the Security Roles GUIDs along with names. Xrm.Utility.getGlobalContext().userSettings.roles.getAll(); Security roles associated with the user. Security roles associated with the Team where user… Continue Reading Gopinath’s Article on...
Data Migration Engine for Power Apps
Photo by Miguel Andrade Last year the Capgemini Microsoft team released, as NuGet packages, a number of DevOps accelerators and tools that allow us to deliver high-quality Power Platform and Dynamics 365 projects. Currently we have 19 packages, with a combined total of nearly 40,000 downloads for one of these packages (Capgemini.Xrm.DataMigration.Engine). We have now made this package Open… Continue Reading Mark...
Managing Your Team & Staff Members In Microsoft Bookings
Now that we have Microsoft Bookings set up, and the services offered all added, the staff members can be reviewed. We can add, remove and edit information, making sure the right people are selected and made available for customers to book time and appointments with. Adding them at the Staff level then means we can make sure we select the right people to provide the right services. When you… Continue Reading Megan V....
Dynamics CRM Soft-Phone Complete Guide
Integrate your VOIP with Dynamics 365 to help your Sales and Support teams. Recently with Release wave 2 plan (https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/) there are a couple of interesting features that for sure can improve Sales and Support efficiency. One of these features is the so-called Soft-Phone. For those of you who don’t know what the soft-phone is, basically, it is a virtual phone (VOIP) where...
Launch URL on a Data Table Text column selection in a Canvas PowerApp | SharePoint Lists
Let’s say you are using SharePoint Lists to populate your Data Table in a Canvas Power App. And you have a Text column which could be typically name of the Website and another column could be a URL. Now, you want to be able to click the Name of the Website and the selection should take you to the Website itself. Scenario Now, below is the Blog List in SharePoint you are populating… Continue Reading priyeshwagh777’s...
Enable 2020 Release Wave 2 – Dynamics 365
Hi Everyone, Release Wave 2 Early access has been released and here are the steps to enable it on your instance. Logon to Admin Portal Open the environment which you would like to enable Early access and click on Manage. You will see the screen as below and click on Update now for getting Release Wave 2 Features to the instance. You will be asked to enter Environment’s… Continue Reading Gopinath’s Article on their...
Dynamics 365 – Customer Service Demo Video
This video is how I demonstrate the Customer Service solution based on my blog series. I like to keep things simple, but at the same time functional. Please let me know what you think. Stay tuned Next video will be “how to install the solution” from scratch, so you can try it out yourself Continue Reading Thomas Sandsør’s Article on their blog Dynamics 365 – Customer Service Demo Video This video is how I...
Enhanced email for timeline in Dynamics 365 – 2020 release wave 2
With 2020 release wave 1, we had seen a couple of enhancements in Email experience https://nishantrana.me/2020/02/24/enhanced-email-experience-for-agents-in-dynamics-365-customer-service-2020-release-wave-1/ now this has been extended to Email within the Timeline section Enable early access to 2020 release wave 2 Navigate to App Settings in Sales Hub, and click Manage for Enhanced email for… Continue Reading Nishant Rana’s...
Enable early access 2020 release wave 2 – Dynamics 365
Finally, now we have the opportunity to opt-in for early access to release wave 2, to validate the new features in a non-production environment. The features will be generally available on October 1, 2020. Get all the details on the key dates and FAQ here https://docs.microsoft.com/en-gb/dynamics365/get-started/release-schedule#key-dates-for-the-2020-release-wave-2 To opt-in Log in to the… Continue Reading Nishant Rana’s...
Omnichannel for Customer Service – Co-browse
One really cool feature of Microsoft’s Omnichannel for Customer Service product is the ability to complete a co-browse with your customers. Imagine how useful it would be to be able to easily guide your customers around your website once co-browse is enabled! In this post I will review how to configure and use this feature. The co-browse feature can be enabled on your chat widgets with the… Continue Reading Neil...
Microsoft continues inching into ISV Turf
“Microsoft has always been a partner-led company, and we are committed to creating more opportunity for our partners across our businesses.” and “This ethos of being partner-led will be there in everything we do“. Satya Nadella has said these things, but I am wondering… Lip Service? One of the major factors that brought me to transition my company from a Salesforce Consultant, to a Microsoft…...
Call an action from Logic Apps
Step1: Step2: Step3: Resource is the CRM url Step4: Body: Step5: Step6: new_Test_Action is the Action name In the Body we need to pass input parameter of an Action “InputParameter_name”:”Value” Happy coding!!!! Continue Reading susritha’s Article on their blog Call an action from Logic Apps Step1: client-Id Step2: ClientSecret Step3: Resource is the CRM url Step4: Body:...
Set Opportunity probability with Business Rules
As you might have noticed the opportunity entity has an out of the box field related to it that’s called ‘Probability’. This represents the opportunity’s probability of getting closed as a won deal. When you drag the field on the opportunity form there is no automatic calculation or anything for the values of this field. Users will have to manually enter a value in the probability field. In… Continue...
Show and hide the Dynamics 365 – custom app
To show and hide the Dynamics 365 – custom app from users other than having a system administrator role, we can use the below option Navigate to Settings – Apps and specify either Hide / Show for all roles. For the end-users, it will hide the app App not listed for the user. Users can … Continue reading “Show and hide the Dynamics 365 – custom app” Continue Reading Nishant Rana’s Article on their...
Setting Up Services In Microsoft Bookings
In the first part of this Microsoft Bookings series, we walked through getting some of the basics set up. Now let’s look at adding and managing your services. This could be for a physical appointment such as a hair cut, getting your nails done, oil change etc. or it could be for something virtual like a consultation, tutoring or some other online service. Let’s look at how to add the services…. Continue Reading Megan...
#D365ForHousing – Anti Social Behaviour is here!!
Hot on the heals of the complaints module, launched a couple of weeks ago, is Anti Social Behaviour (ASB). Thanks to Marcus Fernandes for working his magic on this. This is the second core module to join the #D365ForHousing family. From today you can now download the: PersonPropertyTenancyComplaintsASB All FREE to the Housing and Public sector. These complete processes are worth… Continue Reading Chris Roberts’s Article on...
2020 DMV Regional Chapter Meeting
This year marks the 4th annual DMV Regional Chapter meeting! In this event we bring together the Washington, DC; Reston, VA; and Richmond, VA chapters for a special full-day chapter meeting. Of course, this year is a little different and so our meeting will be virtual. That means that everyone is invited to the 2020 DMV Regional Chapter meeting! I want to give you a quick preview of the… Continue Reading Kylie Kiser’s...
Microsoft Dataflex, Microsoft Dataflex Pro versus Common Data Service
Hi Everyone, Would like to put this post simple and short. We all know the recent announcements from Microsoft on Dataflex. I was talking to one of my friends things were not much clear. There are only two things to understand 1) Microsoft Dataflex Pro – Common Data Service would be renamed to Microsoft Dataflex Pro.2) Microsoft Dataflex – a low-code data platform for Teams which is… Continue Reading Gopinath’s...
Authoring version in Canvas Apps
Recently I came across an ability to change the authoring version of Power Apps Studio in Canvas App. So what exactly is authoring version? When you edit a Canvas app from make.powerapps.com you are working with Power Apps Studio or some times also referred to as Authoring tool; where you build you apps. Microsoft keeps rolling out updates to this authoring tool on a regular basis. You can… Continue Reading Danish’s...
The Upgrade Process From Forms Pro To Customer Voice
If you are currently a Forms Pro customer, hopefully, you didn’t miss the announcement a few weeks ago: Forms Pro is becoming Dynamics 365 Customer Voice. Upgrades will begin in August, but what should you expect? Let’s take a quick look. Once your transition has occurred and you go to https://forms.office.com/ you will see a few things. First, a popup that shows Forms Pro has moved to… Continue Reading Megan V....
Converting UTC Date Time to UNIX Time with Power Automate
Recently Ben Vollmer asked if it was possible to convert a UTC datetime value to Unix time in Power Automate. There’s no function available out of the box to do this, but it seemed pretty achievable to me and I’ve outlined the solution I came up with below. According to Wikipedia, Unix time is a system for describing a point in time; it is the number of seconds that have elapsed since the… Continue Reading...
Omnichannel & Knowledge Articles
One of the most useful features that Dynamics 365 has to offer (in my opinion) is the ‘Knowledge Base’ feature. The purpose that this serves is multi-faceted. It can act as a repository for internal information, serve as a FAQ store, or even be used to publish information externally. The amount of knowledge held within any organisation can be quite staggering at times. Think back to when… Continue Reading...
Envisioning solutions using the Education Accelerator – A customer service scenario
In June 2020, Microsoft released an updated version of their Power Platform & Dynamics 365 Education Accelerator with the K-12 extension. K–12, from kindergarten to 12th grade, is an American expression that indicates the range of years of supported primary and secondary education. The Industry Accelerators are solutions that you install on your Power Platform environment. They… Continue Reading noreply@blogger.com (Dani...
Notes on Claims-based Identify for Windows
Hi, I was recently reading about claims-based identity, noted down few important points How Identity works inside the organization – The user enters his username and password to login to the domain. Now to access any application in the domain, the user gets the Kerberos ticket for the application from the AD. The ticket contains … Continue reading “Notes on Claims-based Identify… Continue Reading Nishant...
Exam MB-400 Revision Notes: Building, Deploying & Debugging Plug-ins using C#
Welcome to the eleventh post in my series focused on providing a set of revision notes for the MB-400: Microsoft Power Apps + Dynamics 365 Developer exam. For those following the series, apologies again for the mini-hiatus. In fact, it’s been so long that Microsoft has now announced that MB-400 will be going the way of the Dodo at the end of the year. Despite this, I will be continuing and,… Continue Reading The CRM...
Integrate Dynamics CRM to Service Bus queue using Azure function
It has been a while since I have written any blog. In today’s blog I will walkthrough the process to integrate Service Bus Queue to Dynamics CRM using Azure function. Requirement :- The requirement is whenever any message is added to Service Bus Queue, we want to create IOT Alert records in CRM. For this… Continue reading Integrate Dynamics CRM to Service Bus queue using… Continue Reading BIPIN KUMAR’s Article...
Test Driving the Power Apps Portals Web API
One of the features missing from Power Apps portals (Dynamics 365 Online Portals) since it became an exclusively cloud service is the ability to write a function to create, update, read or delete (CRUD) data in Dataflex Pro (formally known as the Common Data Service, spawn of the Dynamics CRM data layer). You can create and update data on a portal using Entity forms and Web forms, as well… Continue Reading Nick Doelman’s...
Omnichannel for Customer Service – Session Templates
Within Microsoft’s Omnichannel for Customer Service we can configure how sessions open. The product ships with some default templates that may be all you need but in this post I start to explore how you might want to amend session templates. Each channel is linked to a workstream, each workstream is associated with a number of templates. Including a session template. When you create a… Continue Reading Neil...
Joe Griffin on The Oops Factor
Talking to Joe about gaming, his first gaming console (ah, the memories!), switching positions, and what REALLY makes a GREAT manager (hint – it’s not what you think!) 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 Joe Griffin on The… Continue Reading...
Adv Hands On Lab 5: Embedding PowerApps into Power BI
Originally posted on Sterlings: Power BI Dashboard In this lab, you will create a Power BI dashboard with an embedded PowerApp. The final product will look like the image below. Exercise 1: Build Power BI Report High level tasks Task 1: Connect to PowerBI and enable sample data. Build PowerBI report Task 2: Import… Continue Reading Nishant Rana’s Article on their blog Adv Hands On Lab 5: Embedding PowerApps into...
How to Set Lookup Fields with Null Value from Dynamic Content in CDS (current environment) Connector
In one of my previous blog posts, I wrote about How to Set Lookup Field Value in Common Data Service (current environment) Flow Connector. In that blog post, I mentioned that I was not sure how to set a lookup as null either directly or from another record’s lookup field as the output of the step (which can potentially be null). Recently, I discovered a way to do that and I would… Continue Reading noreply@blogger.com...
The lost art of the Reference Panel
Ok, So back on the tools for a few weeks and I am getting to play with the platform with some real-world scenarios. Everyone knows I have OCD when it comes to form layout and lots of wa…(read more) Continue Reading TheMarkChristie’s Article on their blog The lost art of the Reference Panel Ok, So back on the tools for a few weeks and I am getting to play with the platform with some real-world scenarios....
RetrieveTotalRecordCount function to get the total number of records in Dynamics 365
We can RetrieveTotalRecordCount Function we can get the total number of records for an entity (works for more than 50000 records) For e.g. https://[orgname].crm.dynamics.com/api/data/v9.1/RetrieveTotalRecordCount(EntityNames=[‘lead’,’contact’,’account’,’incident’]) https://dreamingincrm.com/2019/07/22/getting-entity-record-counts/… Continue Reading Nishant Rana’s Article on...
Accept HTTP Requests in a Flow and send Response back | Power Automate
Let’s say you want to create a consumable HTTP service, do some operation and send back Response. Here’s what you can do. You can create an HTTP Request Trigger to receive the HTTP request, process the request and send back a Response. Accept HTTP Request in Flow Let’s create a listener first, so that we can get the URL to be used and ask users to submit on that URL. In your… Continue Reading...
Dynamics 365 Customer Service – The Solution
This is the last post in a long series about Customer Service and Dynamics 365. After several implementations over the years, the following configuration should be a great place to start. Before we get started Fire up a new trial of Dynamics with Customer Service, and add an office 365 trial to the same instance. I will not be going in depth on how to create a trial. Navigate here if… Continue Reading Thomas Sandsør’s...
Omnichannel Agent Presence
One of the main parts of any system is to see who’s available to handle customer service queries. This is, of course, vitally important for any company – you wouldn’t want to overload an already busy agent! In the case of Omnichannel, the system uses something called ‘Presence’ to show this. When users are set up, they have a default presence set against them. These govern system behaviour,…...
SLA Changes in Dynamics 365/Power Apps
Originally posted on Prashant Kumar Maurya: Microsoft has made some changes in SLA design; here I am going to share about the differences SLA Type option standard has been removed, earlier user has option to choose (as shown in below image) Earlier there were 2 entities now there are 3 entities to configure a new… Continue Reading Nishant Rana’s Article on their blog SLA Changes in Dynamics 365/Power Apps Prashant Kumar...
Notes on Adobe Campaign v6 – Extend and Customize
Continuing our previous posts, where we looked at Campaign planning, segmentation, deliveries, and running a campaign. Here we will look at some of the ways we can extend and customize Adobe Campaign V6. We can use the Explorer option within the client console to view all the content within the Adobe Campaign instance. Explorer renders the … Continue reading “Notes on Adobe Campaign v6 –… Continue Reading Nishant...