Resolved: Workflow Elements Table Query Not Fetching Data
Jan18

Resolved: Workflow Elements Table Query Not Fetching Data

Workflow Elements tool created by Aiden Kaskela saves lot of time building complex workflows. And recently it’s source code was released on GitHub. Latest solution packages are available under “Release” tab on GitHub. One of the great feature I like about this tool is to Fetch the data using Fetch XML and post it on Send Email activity as an HTML Table. You can build complex Fetch XML, but… Continue Reading...

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What the solution checker does and why you should use it
Jan16

What the solution checker does and why you should use it

Quality is never an accident. It is always the result of intelligent effort. John Ruskin The solution checker is a free tool to help developers verify their code doesn’t contain many bad practices and code smells.  I recommend developers incorporate into your development life cycle to help you keep your code quality high.  This post will explain what is, why use it and some common… Continue Reading Hosk’s Article on their...

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Power Chat with Alex Shlega
Jan16

Power Chat with Alex Shlega

Alex Shlega  is based in Ottawa, Canada; he is Microsoft MVP (Business Applications), Consultant, Solution Architect and Developer It is always a good idea to learn about different views and approaches, other than your own. Being part of D365 & Power Platform community a few time, we know people but don’t get a chance to work with them. I m starting a new series ‘Power Chat’ on my… Continue Reading Yawer...

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Dynamics 365: JavaScript Enabled Button For Box.com Using KingswaySoft And Ribbon Workbench – Part 2
Jan15

Dynamics 365: JavaScript Enabled Button For Box.com Using KingswaySoft And Ribbon Workbench – Part 2

Recently I was tasked with devising a way where our end users could click a button located on an entity form in Dynamics 365 that would launch our Enterprise Box.com file sharing site.  This button would be dynamic, driven via JavaScript, and would open the related Box.com client folder location that would be dependent upon the entity record the button was initiated from. In this post I’ll… Continue Reading Therapy...

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Create a support Queue in D365 CE
Jan15

Create a support Queue in D365 CE

I thought I should share my best practice of creating a quick Support Queue purely to receive Emails in Dynamics 365. In my example below, the support email address is a User in Office 365 assigned any license that has Exchange Online service present. My example user needn’t have a Dynamics license for purely for the purpose of a Queue. Your application may vary. Let’s take a look! Support… Continue Reading...

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How to send a FireText text message (SMS) from a Customer Journey D365Marketing
Jan15

How to send a FireText text message (SMS) from a Customer Journey D365Marketing

Text Messages have a much better engagement rate in comparison to marketing emails. Let's have a look together how to send a SMS from a customer journey.(read more) Continue Reading d_radulova’s Article on their blog How to send a FireText text message (SMS) from a Customer Journey D365Marketing Text Messages have a much better engagement rate in comparison to marketing emails. Let’s have a look together how to send a...

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Dynamics 365 Marketing Templates Layout Bug
Jan15

Dynamics 365 Marketing Templates Layout Bug

In the latest update of the Dynamics 365 Marketing solution, when creating a new blank email, you get the options to add layout components: Layout options in Dynamics 365 This has been a great new addition…(read more) Continue Reading Bruce Bee’s Article on their blog Dynamics 365 Marketing Templates Layout Bug In the latest update of the Dynamics 365 Marketing solution, when creating a new blank email, you get the options...

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MB-200: Microsoft Dynamics 365 Customer Engagement Core – Security
Jan14

MB-200: Microsoft Dynamics 365 Customer Engagement Core – Security

I am creating a series of blog posts that collectively are designed to help anyone preparing for the Microsoft Dynamics 365 Customer Engagement Core exam. (aka MB-200) In this post I will look at concepts around Dynamics 365 security. You can see below that security roles, users, teams and hierarchy security are mentioned in the implement security section of the exam. To understand security… Continue Reading Neil...

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Dynamics 365 Sales: Generate PDF from Word Templates
Jan14

Dynamics 365 Sales: Generate PDF from Word Templates

This week I was getting ready for a presentation for the Dynamics 365 user group, and while I was making sure everything in my instance was working correctly for the demo, I noticed that some new functionality had been added to the system. Before this update we were only able to generate PDFs from the quote entity, but to my surprise I noticed we can now enable this functionality for these… Continue Reading Dian Taylor’s...

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Retaining Line Breaks In Multi-Line Text Fields From Forms Pro
Jan14

Retaining Line Breaks In Multi-Line Text Fields From Forms Pro

So many good blog posts come about from questions asked by others in the community. Add in some collaboration, and the creative and inquisitive minds of others, and you’ve got yourself a nice work around to fix a slight annoyance. Al Eardley tagged me on Twitter with the following question. How can we prevent line breaks from being stripped out of multi-line text fields populated in a Forms… Continue Reading Megan V....

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Explaining “One Version” – Dynamics 365 MDA
Jan13

Explaining “One Version” – Dynamics 365 MDA

A lot of our customers are still a bit confused when it comes to the question what “One Version” is and how it impacts their Business. In this article i will give you the information you need regarding “One Version” for Dynamics 365 MDA (Model-Driven Apps) or “model-driven apps in Dynamics 365” how Microsoft calls it (see my post regarding naming of Dynamics 365). Background All the… Continue...

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Using SVG icons in Power Apps Canvas apps
Jan12

Using SVG icons in Power Apps Canvas apps

To create high quality visualizations for apps that can both scale to high resolutions as well as be dynamically manipulated via formulas, Scalable Vector Graphics (SVG) would be a great choice for Canvas Apps. While there is no native support for SVG features in Power Apps, you can bring in their XML definition and work with it to create a gallery to browse a complete library of icons… Continue Reading Jukka Niiranen’s...

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Exam MB-400 Revision Notes: Using Power Automate Flows
Jan12

Exam MB-400 Revision Notes: Using Power Automate Flows

Welcome to the fourth post in my series, focused on providing a set of revision notes for the MB-400: Microsoft Power Apps + Dynamics 365 Developer exam. We’ve covered a lot of ground in the series so far, finishing up our discussion on model-driven apps and canvas apps over the past fortnight. While these tools are often great at getting your data into the system, they usually are not enough… Continue Reading The CRM...

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I took MB-200 and you can too!
Jan12

I took MB-200 and you can too!

Footage of me the night before my exam I finally did it! I finally took the MB-200 exam, despite initially booking to take the exam six months ago. In this post I’ll share what the MB-200 exam is, why you should take it, some resources that helped me and some tips for taking the actual exam itself. What is the MB-200 exam? This exam will cover the core subjects of Dynamics 365 and the… Continue Reading...

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Q1 2020 DMV Events
Jan10

Q1 2020 DMV Events

Q3 2019 CRMUG DMV Regional Chapter Meeting in Chevy Chase, MD This is a great time to be in the DMV (DC / Maryland / Virginia area) because we have so many amazing events coming up! Save the date and get registered today! Road Trip to Philly In January, you should drive up to Philadelphia for 365 Power Up! It takes place on Saturday January 25, 2020 and is a full day of content… Continue Reading Kylie Kiser’s Article on...

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365 POWER UP SATURDAY – TAMPA 2/22/2020
Jan10

365 POWER UP SATURDAY – TAMPA 2/22/2020

Don’t Miss out on the TAMPA event of the year everything POWER PLATFORM https://www.365PowerUp.com/365poweruptampa  #PowerPlatform REGISTER TODAY  https://www.365PowerUp.com/365poweruptampa CHECK OUT THE GREAT LINE OF SPEAKERS Spread the word  https://www.365PowerUp.com/365poweruptampa Continue Reading Beth B – MCT, MCSE , MCSA, MSCP’s Article on their blog 365 POWER UP SATURDAY – TAMPA 2/22/2020 Don’t...

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Introducing: Azure Boards!
Jan10

Introducing: Azure Boards!

Earlier this week, we kicked off #TheDunderMifflinProject by starting out from the very beginning – Requirements gathering. In order to keep track of all the fun features we want to implement at Dunder Mifflin, Scranton, we decided that we would investigate the use of Azure Boards. Full disclosure – I have never really been involved in any implementations as part of a team before. Any… Continue Reading...

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PCF – Designing Errors like standard MdA Errors
Jan10

PCF – Designing Errors like standard MdA Errors

Like in my first article regarding PCF (read more) advertised this Article i will show you how to design the custom Errors of your PCF Control to look like the standard MdA errors. The following example builds on the input we designed in the mentioned first article. Standard MdA errors Lets take a look at a stadard MdA Error. Like you can se we would like to add a light red box… Continue Reading Benedikt’s Article on their...

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The Top 10 Power Automate Community Blogs of 2019
Jan09

The Top 10 Power Automate Community Blogs of 2019

Hi Readers This list might help you to refer to these blogs when you need it. If you haven’t read… Continue Reading Prashant Shukla’s Article on their blog The Top 10 Power Automate Community Blogs of 2019 Hi Readers This list might help you to refer to these blogs when you need it. If you haven’t read it yet, click on the link and read it. I have also provided the URL of Author’s website (just in case...

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Sub-Grid of Entity inline edit view for custom entity
Jan09

Sub-Grid of Entity inline edit view for custom entity

Hi All, Really required knowledge about subjected line. How can we create a Sub-Grid which can add and do inline edit in the form. For example, we having Quote product inline edit view in Quote form of MS Dynamic CRM as below I required the same in Our Custom entity. Please help Appreciating the quick reply.. Thank you so much Fasil  

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Dynamics 365: JavaScript Enabled Button For Box.com Using KingswaySoft And Ribbon Workbench – Part 1
Jan09

Dynamics 365: JavaScript Enabled Button For Box.com Using KingswaySoft And Ribbon Workbench – Part 1

Recently I was tasked with devising a way where our end users could click a button located on an entity form in Dynamics 365 that would launch our Enterprise Box.com file sharing site.  This button would be dynamic, driven via JavaScript, and would open the related Box.com folder location that would be dependent upon the entity record the button was initiated from. There seems to be endless… Continue Reading Therapy...

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Configure Customer lookup to show either contacts or accounts in Canvas Apps
Jan08

Configure Customer lookup to show either contacts or accounts in Canvas Apps

Originally posted on Debajit's Dynamic CRM Blog: Happy new year to all my blog readers and this is my first blog of 2020. And how about starting with a simple one and that too on canvas apps! So this was my customer requirement. They were designing a canvas app for their business users which… Continue Reading Nishant Rana’s Article on their blog...

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CRM 2011 called and wanted the Potential Cusotmer field back!
Jan08

CRM 2011 called and wanted the Potential Cusotmer field back!

Honestly I can’t remember what year Microsoft implementet separate Account & Contact fields for Opportunity, but it has been a while. Neil Parkhurst describes the issue in his blog from 2015 So why am I fussing about it now? Well, after all these years Microsoft is still using the Potential Customer field for Field Service. The error (Accound with id Does not Exist) Did you ever… Continue Reading Thomas Sandsør’s...

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Create new Sandbox and copy Production over to it in PowerPlatform Admin Center
Jan07

Create new Sandbox and copy Production over to it in PowerPlatform Admin Center

This is one of the standard approaches if you want to copy over a Production instance over to a Sandbox one. Most common scenarios being when you’ve on-boarded a new client to Dynamics 365 / PowerPlatform and you’re nearing Go Live for the first time! You need a Sandbox to then follow new customization on the Sandbox and avoid doing anything on the Production. Here’s how you copy over from… Continue Reading...

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What is Dynamics 365 for Sales?
Jan07

What is Dynamics 365 for Sales?

Dynamics 365 for Sales is an application created and managed by Microsoft that gives Sales departments capabilities to manage Leads… Continue Reading admin’s Article on their blog What is Dynamics 365 for Sales? Dynamics 365 for Sales is an application created and managed by Microsoft that gives Sales departments capabilities to manage Leads and Opportunities, right through to Invoices. This post gives a basic introduction...

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Configure Field Service mobile colored views
Jan07

Configure Field Service mobile colored views

Before I start working on configurations for a customer demonstration I usually do some discovery with the prospect so understand what is important to them and what are the pain points they want resolved. One of the things that comes up quite regularly is the ability for field technicians to be able to identify high priority work orders quicker. In this article I’m going to discuss how we can… Continue Reading Dian...

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Four Ways To Learn Forms Pro
Jan07

Four Ways To Learn Forms Pro

It’s 2020 and no doubt you feel like you’ve never been away from work, straight back into it! Hopefully, you had some time off at the end of the year, and maybe even took some of it to think about your plans and goals for the coming 12 months. For me, one of the things I am most passionate about is training, going back to how I first got into working with software well over a decade ago. I’m… Continue Reading...

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Custom Touch point (Custom Tile) in customer journey in less than 10 minutes
Jan06

Custom Touch point (Custom Tile) in customer journey in less than 10 minutes

D365Marketing has some great touchpoints to include in a customer journey. Taking this a step further, let's see how to add custom touchpoint and hook up some customer implementation to it . This could come in handy if we wanted to talk to your customers via a channels like SMS or WhatsApp or Viber, etc. (read more) Continue Reading d_radulova’s Article on their blog Custom Touch point (Custom Tile) in customer journey in...

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Advanced condition builder in Power Automate (Microsoft Flow)
Jan06

Advanced condition builder in Power Automate (Microsoft Flow)

Was just exploring the advanced condition builder added to the Power Automate (Flow) beginning of the last year. The new conditional builder makes it very easy to write complex conditional logic compared to using expressions. We can easily add row (conditions) and group them The row (condition) can be grouped by either And or Or. … Continue reading “Advanced condition builder in Power Automate… Continue Reading...

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Quick Tip: Updating SharePoint Document Location in Unified Interface
Jan06

Quick Tip: Updating SharePoint Document Location in Unified Interface

I’ve been recently helping a colleague of mine that has a need to change the SharePoint Document Location’s relative URL, as the folder of the record needs to be renamed. With Unified Interface you will not be able to change the document location from the form that opened up via Advanced Find. You’ll see it “hardcoded” to be read only. So, for the workaround, I need to open the… Continue Reading...

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Exam MB-400 Revision Notes: Working with Canvas Apps
Jan05

Exam MB-400 Revision Notes: Working with Canvas Apps

Welcome to the fourth post in my series, focused on providing a set of revision notes for the MB-400: Microsoft Power Apps + Dynamics 365 Developer exam. Previous posts in the series have looked at areas such as creating a technical design using the Power Platform and working with the Common Data Service (CDS). Today’s post will look to complete last week’s discussion on model-driven Power… Continue Reading The CRM...

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The USD Accelerator – Technical Guide, Release History (3_1_0_0)
Jan04

The USD Accelerator – Technical Guide, Release History (3_1_0_0)

Overview The USD Accelerator is a pre-build Unified Service Desk configuration aimed at helping speed your USD project. I am excited to announce release 3.1. This new release has a focus on the agent experience. Therefore it contains loads of bug fixes and performance enhancements. And additionally many agent focused usability changes. This post will highlight the enhancements and bug fixes… Continue Reading Neil...

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PCF – CSS for Model-driven Apps (MdA)
Jan04

PCF – CSS for Model-driven Apps (MdA)

In my first post of 2020 i would like to talk about “Power Apps component framework” (PCF). I will not write another article about how to create your first PCF Control. There are some good article out there already covering this topic . For example: the Microsoft Docs, from Todd Baginski or the series of Articles regarding PCF from Allan De Castro (Episode 1 & Episode 4). This article… Continue Reading...

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MB-200: Microsoft Dynamics 365 Customer Engagement Core – Field Security
Jan04

MB-200: Microsoft Dynamics 365 Customer Engagement Core – Field Security

I am creating a series of blog posts that collectively are designed to help anyone preparing for the Microsoft Dynamics 365 Customer Engagement Core exam. (aka MB-200) In this post I will look at concepts around field security. There is a section of the MB-200 exam which has a focus on implementing security, you can see below that managing field security profiles is mentioned in the configure… Continue Reading Neil...

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[Power Apps] Feature capability comparison between Modern Power Apps Maker Portal vs Classic Solution Explorer
Jan04

[Power Apps] Feature capability comparison between Modern Power Apps Maker Portal vs Classic Solution Explorer

As some of you may aware, there is a place called Power Apps maker portal (not to be confused with Power Apps portals) where you can customise the entities, forms, views, etc. instead of customising in the Classic solution explorer. There are only a couple of instances where it is mentioned as “Power Apps maker portal” in Microsoft documentation and most of the time, only the phrase “Sign in… Continue Reading...

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Publishing the bot– Power Virtual agent
Jan03

Publishing the bot– Power Virtual agent

In the last post, we saw how to create a simple bot, now let us see how we can publish it. Navigate to the Publish tab in the side navigation pane and click on Publish. After a successful publish click on the demo website to test the bot Navigate to Manage à Channels to configure … Continue reading “Publishing the bot– Power Virtual agent” Continue Reading Nishant Rana’s Article on their blog Publishing...

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Introducing Mixer for the Power Platform!
Jan02

Introducing Mixer for the Power Platform!

Over the last few weeks I’ve been working on a new medium for sharing content with the Power Platform community. As of Monday January 6th, I will be live streaming an entire implementation process from start to finish over multiple weeks! Mixer is an online streaming service provided by Microsoft. It allows viewers to watch and interact with streamers in real time. The platform is more… Continue Reading...

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6 Tools For Productivity & Brand Building
Jan02

6 Tools For Productivity & Brand Building

Although my website and the articles I write are primarily about Microsoft, once in a while I feel the need to write about other software or services that I’ve found and have crept in to my weekly routines. I’ve got six I want to share that have helped me become more productive and/or helped me with building and focusing in on my own personal brand. You might already be using a few, or maybe… Continue Reading Megan...

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Using Power Virtual Agent and Power Automate (Flow) to create a simple bot for Cases in Dynamics 365 for Customer Service
Jan02

Using Power Virtual Agent and Power Automate (Flow) to create a simple bot for Cases in Dynamics 365 for Customer Service

Here we will take a very simple example to see how Power Virtual Agent be used along with Power Automate to interact with Dynamics 365 model-driven App Basically, the user enters the case number (ticketnumber) in the chatbot to get the current status of the Case. To begin with, Sign in / Sign up to … Continue reading “Using Power Virtual Agent and Power Automate (Flow) to create a simple bot… Continue Reading Nishant...

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What is “Does not support untyped value in non-open type” ODataException in creating records in D365 CE?
Jan02

What is “Does not support untyped value in non-open type” ODataException in creating records in D365 CE?

One of the most common errors we come across while calling API to create records in Dynamics but isn’t clear what it means? One such issue is – “An error occurred while validating input parameters: Microsoft.OData.ODataException: Does not support untyped value in non-open type.” On the console of the browser, you’ll see this – But, if you open the <objectName>.responseText of the...

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The Top 5 Most Watched YouTube Videos of DIY D365 in 2019
Jan01

The Top 5 Most Watched YouTube Videos of DIY D365 in 2019

Hello Readers First of all a big thank you for your support in 2019. Please continue supporting. Following is a… Continue Reading Prashant Shukla’s Article on their blog The Top 5 Most Watched YouTube Videos of DIY D365 in 2019 Hello Readers First of all a big thank you for your support in 2019. Please continue supporting. Following is a list of top 5 videos which you liked and watched the most: Rank Blog Post Views Hours...

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Omnichannel for Customer Service and Power Virtual Agents
Jan01

Omnichannel for Customer Service and Power Virtual Agents

I have recently been experimenting with both Omnichannel for Customer Service and Power Virtual Agents, as now the two can be a combined their integration seemed like an obvious thing for me to review. In this post I will document how I created my first “omnichannel virtual agent” and make a few observations along the way. A good starting point might be for me to describe the use case for… Continue Reading Neil...

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MB-200: Microsoft Dynamics 365 Customer Engagement Core – Discovery, Planning and Analysis
Jan01

MB-200: Microsoft Dynamics 365 Customer Engagement Core – Discovery, Planning and Analysis

I am creating a series of blog posts that collectively are designed to help anyone preparing for the Microsoft Dynamics 365 Customer Engagement Core exam. (aka MB-200) In this post I will look at concepts around discovery, planning and analysis. There is a section of the MB-200 exam which has a focus on discovery, planning and analysis, the associated skills measure statement is shown below.

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The Top 3 DIY D365 Blogs in 2019
Dec31

The Top 3 DIY D365 Blogs in 2019

Hello Readers First of all a big thank you for your support in 2019. Please continue supporting. Following is a… Continue Reading Prashant Shukla’s Article on their blog The Top 3 DIY D365 Blogs in 2019 Hello Readers First of all a big thank you for your support in 2019. Please continue supporting. Following is a list of top 3 blog posts which you liked the most: Rank Blog PostViews1Every PowerApps Formula You Ever Wanted...

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Happy New Year to My Blog Readers
Dec31

Happy New Year to My Blog Readers

Happy New Year and thank you to all who have read my blog and provided blog post topic suggestions.  A blog is a hungry beast and I’m planning to do even more in 2020 to share fresh content on CRM, grant management, government contracting, victim notification and other topics.It was exciting to cross over the 1 million page view metric in 2019.  Next year will hold many new developments and… Continue Reading...

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Power Automate: Adding run-only users to a Flow with Flow
Dec31

Power Automate: Adding run-only users to a Flow with Flow

One of my previous posts was about listing a user’s Resource Assignments using Power Automate. As the Flow in question is a “personal productivity Flow” that needs to be fired off in a user’s context, a challenge I faced was distributing the Flow to the masses. Well… in my case there’s only me in my tenant and test environment but you get the picture if you have 100 not to mention 1000 people…...

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Get CRM URL in Power Automate
Dec31

Get CRM URL in Power Automate

Sometimes you need to work with the URL of your CRM within Power Automate, for example: to relate or unrelate two records with the Common Data Service (current environment) connector or writing an email with a hyperlink to a record. If you have a multi-staged environment and you build your Flow solution aware, you don’t want to update your static URLs after each transport.

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Configure warranty tracking for customer assets using calculated fields
Dec31

Configure warranty tracking for customer assets using calculated fields

One question I received a lot from my customers is about warranty options for customer assets. We can configure products to automatically create a customer asset at the service account once a work order product is consumed, but currently there is no option to track if that asset is under warranty or not. Armed with these requirements and the configuration options in Dynamics 365 I decided to… Continue Reading Dian Taylor’s...

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Dynamics 365 2019 release wave 2 blog posts
Dec31

Dynamics 365 2019 release wave 2 blog posts

Customize Opportunity Close Dialog box https://nishantrana.me/2019/11/22/customize-opportunity-close-dialog-box-dynamics-365-for-sales/ Lead related enhancements https://nishantrana.me/2019/11/22/lead-enhancements-in-dynamics-365-for-sales-2019-release-wave-2/ Contextual Email Communication… Continue Reading Nishant Rana’s Article on their blog Dynamics 365 2019 release wave 2 blog posts Customize Opportunity Close Dialog...

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5 people who inspired me in 2019
Dec30

5 people who inspired me in 2019

As we move forward from 2019 into 2020, I wanted to write about the people that inspire me, the people who, when I see them do something, I want to shout it from the rooftops because it energises me to do more than what I am doing. This list is people who do brilliant things, are amazing people and if you are not following them on Social, LinkedIn or Blogs you really should. In no particular… Continue Reading Matt...

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