How to Create a SharePoint Site Online?
Watch the below video to know the step-by-step details to create SharePoint site online. Please Like, Share and Subscribe to my YouTube Channel. Below are my earlier articles that you can have a look. How to add and use Copilot answer control (Preview) in Microsoft Power Apps? Dark Mode in Microsoft Power Apps How to create Microsoft 365 E3 Trial for 30 days? Refreshed look of solution dependencies in Dataverse Solutions...
Using ‘ready-to-use’ AI functions in the Canvas App
Recently, we were working on a customer’s requirement where they used a custom entity to store the feedback regarding their products using an integration. The customer used a canvas app to view all the feedback on their mobile apps. They also wanted to get the summaries of the comments that were posted. While working on the requirement, we found other AI features as well that can be used in canvas apps or model-driven apps in Power...
6 Ways to Navigate the Maze: Choose the Right Appointment Scheduling System for Your Business
The post 6 Ways to Navigate the Maze: Choose the Right Appointment Scheduling System for Your Business appeared first on Blog | Maplytics. Source link
How to add and use Copilot answer control (Preview) in Microsoft Power Apps?
Microsoft has released the public preview of the control “Copilot answer control“, a new way to add generative AI to our applications. Using this control, we can easily get the answers to the commonly asked questions on a single click and also, we can easily configure the copilot question to get the answers. Follow the below steps to insert the control in the Canvas App and the Use cases of this control. Pre-Requisites:...
German Red Cross enhances Emergency Response with maps within Dynamics 365 CRM: A Life-Saving Technology!
The post German Red Cross enhances Emergency Response with maps within Dynamics 365 CRM: A Life-Saving Technology! appeared first on Blog | Maplytics. Source link
Omnichannel for Customer Service – Conditional Agent Scripts
When using Microsoft’s Omnichannel for Customer Service we can use agent scripts to offer prompts to agents or trigger productivity macros. In this post I will explain how (and why) we might want to automatically start different scripts in different scenarios. Note: In this post I will give some background on agent scripts and macros. But the focus will be how we can conditionally load… Continue Reading Neil...
Fixed – The plug-in execution failed because no Sandbox Hosts are currently available. Please check that you have a Sandbox server configured and that it is running – Dataverse / Dynamics 365
Recently we were bulk updating our records, which would trigger an asynchronous plugin registered on its update. We were using the wonderful Bulk Data Updater (XrmToolBox) plugin for it. We realized if we are updating too many records at once say e.g. 100 Batch Size (total 5K records to be processed), we are getting below … Continue reading “Fixed – The plug-in execution failed because no… Continue Reading...
Dark Mode in Microsoft Power Apps
Found an interesting feature to enable the Dark Mode in our Model-driven app. Follow the below steps to enable it. Step 1: Open any Model-driven App. Step 2: Append the below text at the end of the URL and hit enter. &flags=themeOption%3Ddarkmode You can see the Dark Mode of your Model-driven App. Hope you liked the Dark Mode of your Model-driven app. Please like and share your valuable feedback on this article. Started...
Update SVG Icon to Custom Entity in Sitemap | Model Driven Apps
So, if you are used to updating Icons to entities in the classic UI, here’s what you need to do in order to update the SVG image of a Custom Entity you just created using new Power Apps Maker portal. Let’s see below is you custom entity and it comes with its default icon which … Continue reading Update SVG Icon to Custom Entity in Sitemap | Model Driven Apps Continue Reading priyeshwagh777’s Article...
Get document recommendations from SharePoint (preview) from Copilot for Sales
Last Friday I noticed that a highly anticipated feature in Dynamics 365 Sales is now in preview! This feature is part of the 2024 release wave 1. With this feature sellers will be able to get product related files directly from within the Sales Hub in Dynamics 365 Sales! I believe this is a very important feature because how often are sellers searching for the latest product information like… Continue Reading Dian Taylor’s...
Get document recommendations from SharePoint (preview) in Dynamics 365 Sales – YouTube
Get document recommendations from SharePoint (preview) in Dynamics 365 Sales Did you know that a new preview feature is out that allows sellers to use Copilot for Sales to surface sales documents in Dynamics 365 Sales?! Check out my video where I show you all about it! Related Article: https://d365goddess.com/get-document-recommendations-from-sharepoint-preview-copilotforsales Blog: https://D365Goddess.com Twitter:...
Removing Email Addresses From Suppression In D365 Marketing
In a previous post, I reviewed the ability to manage consent from Contact and Lead records in Customer Insights – Journeys (D365 Marketing). As of the time of writing this post, that is still a preview feature for removing email addresses from suppression. Another preview feature is the ability to remove email addresses from suppression, giving you the ability to remove emails from the… Continue Reading Megan V....
How to create Microsoft 365 E3 Trial for 30 days?
Please Like, Share and Subscribe to my YouTube channel and also click on the bell icon to get the updates. Below are my earlier articles that you can have a look. Refreshed look of solution dependencies in Dataverse Solutions Microsoft Power Automate | Version History | Restore | New Feature MICROSOFT LEARN – Artificial Intelligence Skills Challenge 2024!!! Resolved –...
Geofencing unit ‘Mile’ with id: ” cannot be removed – Dynamics 365 Field Service
While trying to delete the Unit records related to the “Distance Units of Measure for Resource and Asset Location Management” unit group, we will get the below error Geofencing unit ‘Mile’ with id: ‘<GUID>’ cannot be removed Below is the out of the box plugin that restricts the deletion of the unit The code for … Continue reading “Geofencing unit ‘Mile’ with id:...
Preferred Solution in Dataverse | Power Platform Admin Center
By default, everything goes inside a Default Solution if you are aware of the classic way of doing Customization in Dynamics 365 CRM. And this causes components to be lost in Default solution without knowing who created where and what was that. Hence, to be able to collect all the components created outside of Solutions, … Continue reading Preferred Solution in Dataverse | Power Platform… Continue Reading...
Canvas Apps: Watch PCF Component
Historically, I had no projects where I could work with CanvasApps/Custom Pages. The basics that I learned during the App-in-the-day classes didn’t give me a full understanding of where such apps can be used and how to architect and build them. A few months back I was looking for a new project (if you have … The post Canvas Apps: Watch PCF Component appeared first on Andrew Butenko's… Continue Reading Andrew...
Mastering the Art of Client Engagement with maps integrated within Dynamics 365 CRM
The post Mastering the Art of Client Engagement with maps integrated within Dynamics 365 CRM appeared first on Blog | Maplytics. Source link
Eliminate Dynamics 365 CRM Duplicates with Master Record Selection and Fuzzy Merging Logic to boost sales productivity!
Accurate data is the lifeblood of any successful CRM system and sales process. But let’s face it, duplicate records are a persistent problem. They create confusion, clutter your database, and ultimately sabotage your sales and marketing efforts. And not all duplicates are created equal. Sometimes, you encounter partially similar records. These might have variations in names, addresses, or phone numbers, making them difficult to...
Fixed – Web resource method does not exist: OnLoad error in Work Order, Work Order Service task, and other forms in Dynamics 365 Field Service
Recently we started getting the below error on the form load of the Work Order Service Task record, that also only in specific environments, and there was no changes made there. Error Details: Event Name: onload Function Name: OnLoad Web Resource Name: msdyn_/WorkOrderServiceTask/WorkOrderServiceTask.js Solution Name: msdyn_FieldService_patch_update Publisher Name: microsoftdynamics From the… Continue Reading Nishant...
Copilot. Building an Accessible Future
Unless you’ve been living under a rock, you will have heard talk of Microsoft Copilots. These are the generative AI driven assistants and aids that are appearing in about all Microsoft products and have even got their own dedicated key on our keyboards (so long Office key!). What I want to do here is take a look at how Copilot is building an Accessible future – today! The post Copilot…. Continue Reading Mike’s...
A Guide to Integrating Google re-Captcha in Power Pages
As we know, Google’s re-CAPTCHA service incorporates various mechanisms, including advanced risk analysis and adaptive challenges, to differentiate between legitimate users and potential bots or malicious actors. By analysing user behaviour and various risk factors, captcha aims to provide a seamless experience for genuine users while effectively blocking automated bots and other abusive activities on websites. This approach...
Refreshed look of solution dependencies in Dataverse Solutions
Microsoft has announced the refreshed look of solution dependencies for solution objects. This new page is well organized, easy to understand and can see some important actions to identify the dependencies and take appropriate actions. Below are the 3 different Tabs that are focused on showing the dependencies and they are grouped together for easier understanding. Delete blocked by – Items that are blocked for deletion by the...
Maplytics: Your GPS to Sustainable Business Success within Dynamics 365 CRM
The post Maplytics: Your GPS to Sustainable Business Success within Dynamics 365 CRM appeared first on Blog | Maplytics. Source link
Art of Emojis & Images in SMS Marketing – with Microsoft Dynamics 365 Integration
Are you using SMS for Support? Updates? Promotion? We all know SMS messaging is one of the best communication sources when it comes to open rates. A whopping 98% of SMS are opened, and 90% are read within just 3 mins! But let’s face it, plain text SMS can be mellow and easily ignored. Imagine entering a communication like these Without images, emojis, or any emotional rudiments — just simple SMS — I am confident they appear...
Fixed – VS402356: You do not have the permissions required to perform the attempted operation on this process (Azure DevOps)
We would get the below error while trying to modify states in the Azure DevOps process. VS402356: You do not have the permissions required to perform the attempted operation on this process To fix this we can add the user to the Project Collection Administrators group. Or better give Process specific permission to the user … Continue reading “Fixed – VS402356: You do not have the permissions… Continue Reading...
Microsoft Power Automate | Version History | Restore | New Feature
Have a look at the below video for the Microsoft Power Automate Version History and Restore new preview feature. Please Like, Share and Subscribe to my YouTube channel and also click on the bell icon to get the updates. Below are my earlier articles that you can have a look. MICROSOFT LEARN – Artificial Intelligence Skills Challenge 2024!!! Resolved – ‘InvokerConnectionOverrideFailed’ Error When a Power App Custom Page call a Power...
Maximizing User Engagement with Adaptive Cards in Microsoft Copilot Studio
Adaptive Cards are like little info boxes you can add to bots in Microsoft Copilot Studio. These cards can also be shared with other apps and services. You make them using a special code called JSON. With Adaptive Cards, you can put in text, pictures, and buttons to make your bot conversations more interesting. They work on different platforms, so you can customize them easily. You can create Adaptive Cards using a special Adaptive...
Environment vs. Source code centric ALM approach
When I discuss different Application Lifecycle Management (ALM) approaches with colleagues, customers and other community members there is often confusion about the differences between an Environment centric and Source code centric approach. This blog post tries to explain the differences and shed some light on the different terms. Environment centric approach As the name suggests the… Continue Reading Benedikt’s Article...
Using Union function to remove duplicates – Power Automate / Dataverse
We recently got the below error in one of our cloud flows, the requirement was to fetch the distinct work orders that have notes with attachments associated with them. A resource of type ‘Microsoft.Dynamics.CRM.annotation’ was found in a resource set that otherwise has entries of type Microsoft.Dynamics.CRM.msdyn_workorder’. In OData, all entries in a resource set … Continue reading “Using… Continue...
Using SQL Stored Procedures within PowerApps via PowerFX
Customers can now call stored procedures in Power Automate without incurring performance penalties, leading to improved efficiency in action-based apps. Feature Details: Direct Stored Procedure Calls: Customers can utilize Power Fx to directly call stored procedures, eliminating the need for additional steps. Seamless Integration: Adding a SQL Server Database object to their data… Continue Reading Andrew Ly’s Article on...
Access To Manage Consent From Lead And Contact Records
The March 2024 release for Customer Insights – Journeys includes a much awaited for feature. The ability to manage consent from Lead and Contact records is finally here! It is this feature from the Wave 1 2024 release plan, and the documentation can be found here. However, with many things, there is more to learn and understand about a feature than just what is in the documentation, so in this… Continue Reading Megan V....
MICROSOFT LEARN – Artificial Intelligence Skills Challenge 2024!!!
Microsoft has started the AI Skills Challenge 2024 and provided 4 topics on AI (Microsoft Fabric, Azure OpenAI, Azure Machine Learning or Azure AI Fundamentals). Choosing any one of them and completing the challenge to eligible for a free Microsoft Certification exam. Follow the below steps to register and participate in this challenge and earn a Certification voucher. Step 1: Click on the link to open the below page. Step 2: Choose...
Webinar: Take Control of Alerts & Notifications in Your Dynamics 365 CRM with Alerts4Dynamics!
You’re in the midst of a busy day, juggling multiple tasks in Dynamics 365 CRM. A new lead comes but it gets buried in all the emails. Or you missed out on a key status change on a big opportunity. Ugh!! Yeah, we’ve all been there. You want your CRM to notify you of such important updates? Many businesses using Dynamics 365 still rely on outdated methods like email to communicate critical updates. And the default...
Turbocharge Sales Efficiency with maps integrated within Dynamics 365
The post Turbocharge Sales Efficiency with maps integrated within Dynamics 365 appeared first on Blog | Maplytics. Source link
Enhanced way of Handling Attachments of Emails
Introduction: Microsoft has introduced a noteworthy addition to the Wave 2 release, enhancing the attachment experience within emails. This feature empowers agents, allowing them to work with attachments more efficiently, ultimately saving time and boosting overall productivity. This guide in general provides an outline of how this enhanced attachment experience can overall benefit while working around emails. Key Advantages: The CRM...
ArunPotti.com’s 10th Year Anniversary!!!
Dear Readers, Followers, and Dynamics CRM Enthusiasts, I am delighted and honored to announce the momentous occasion of the 10th anniversary of ArunPotti.com. It’s with immense joy and gratitude that I reflect on this incredible journey of sharing insights, knowledge, and experiences in the world of Dynamics CRM. A decade ago, I embarked on a mission to create a platform dedicated to exploring the intricacies of Dynamics CRM,...
View and Manage your AI Builder Consumption Report
AI Builder is a tool offered by Microsoft as part of the Power Platform. It’s licensed based on the capacity you need for your organization. This capacity is managed by an administrator who allocates it to different environments within the Power Platform. Different features of AI Builder consume credits at different rates. Credits are like units that represent your usage of AI Builder capabilities. To calculate the cost of the...
FetchXML improve for us to achieve more
I got a challenge from my colleague at CRMK: I need to set owners on accounts with a team with the same name as the account. Mia @ CRMK Is that even possible??Yes, it actually is. Simplest query I start with a very simple query to get all Accounts: <fetch> <entity name='account'> <attribute name='name' /> <attribute name='ownerid' /> </entity> </fetch> New…...
Resolved – ‘InvokerConnectionOverrideFailed’ Error When a Power App Custom Page call a Power Automate Flow
Got the below error while I was working on a Power Automate flow, this flow will be called from a Power Apps Custom page. InvokerConnectionOverrideFailed. Failed to parse invoker connections from trigger ‘manual’ outputs. Exception: Could not find any valid connection for connection reference name ‘shared_sharepointonline’ in APIM header. Then, followed the below steps and resolved this issue. Step 1: Clicked...
Fixed- The XRM workflow table row could not be found error (Power Automate)
Recently while trying to open one of our cloud flows we got the below error. Error: The XRM workflow table row could not be found. Inside the Power Automate maker portal for the new designer, we got the below error We could see our flows were in the OFF status. We switched ON the flows, … Continue reading “Fixed- The XRM workflow table row could not be found error (Power Automate)” Continue Reading Nishant...
Dynamics 365 CRM and SMS Integration for Smarter Sales, Marketing, and Customer Service Processes!
Messaging is a powerful tool for customer engagement, with 90% of messages read within the first three minutes of delivery. This immediacy makes SMS an effective component of a sales communication strategy, leading to quicker responses from leads. However, without integrating your texting system with your CRM, efficiency drops as you toggle between systems to access information. The solution lies in SMS and CRM integration, which...
How to Create Microsoft Power Apps Trial 30 days?
Please check the below video and like, share and subscribe to my YouTube Channel. Arun Potti Hello Everyone, Welcome to My YouTube Channel. Myself Arun Potti, I am the Microsoft Certified Trainer and C-Sharp corner MVP. I have total 13+ years of Technical experience in Microsoft .Net, SQL Server, Microsoft Dynamics CRM, Power Platform and Azure. Started this channel to share my knowledge to all the Power Platform learners’ in...
How Real-Time Tracking Supercharges Sales Reps in the Field within Dynamics 365
The post How Real-Time Tracking Supercharges Sales Reps in the Field within Dynamics 365 appeared first on Blog | Maplytics. Source link
How to – use booking rules for validation checks in Dynamics 365 Field Service
Through booking rules, we can specify custom JavaScript methods, that can be used to run validation checks, before creation or update of a bookable resource booking record. Based on the result of the validation checks we can either warn the user or cancel the booking create or update event. Booking rules are triggered when a … Continue reading “How to – use booking rules for validation… Continue Reading Nishant...
Button to send Email based on Templates in Dynamics 365 CE
Great blog below by Vidit to demonstrate how you can use ribbon buttons in Dynamics 365 Sales to send emails based on Templates. Continue Reading priyeshwagh777’s Article on their blog Button to send Email based on Templates in Dynamics 365 CE Great blog below by Vidit to demonstrate how you can use ribbon buttons in Dynamics 365 Sales to send emails based on Templates....
Simplifying Dynamics 365 Record Creation with Pre-populated Fields Using Xrm.Navigation.navigateTo
I recently came across a unique client need that they wanted to streamline the process of creating new email records in Dynamics 365 by having certain fields pre-populated based on existing emails. The client’s goal was to generate a nearly similar email record with an existing email, modifying only a few specific field details. After assessing the requirement, it became clear that manually copying information from one email to...
Use Monitor to debug Model-driven apps remotely | Power Platform
Monitor is one feature that comes in super handy when end-users complain about an issue which is difficult to ask end users to send across logs from the browser. And here’s where Monitor comes in handy! Let’s see how this works through this simple blog post!! Capture events from Monitor in Model Driven Apps Here’s … Continue reading Use Monitor to debug Model-driven apps remotely |… Continue Reading...
Not able to Create Power Automate Flow in Custom Page in Model-Driven App?
Recently when I was working on a Custom Page in Model-Driven App and trying to create a Power Automate Flow from it and faced the below issue in Microsoft Edge browser. I can see that it is trying to open the flow page, but it was showing as loading always and also tried to close the page, but it was not closing at all. Then, I logged into Microsoft Power Apps in Google Chrome and tried to check the same issue and surprisingly it...
Secure Your Dynamics 365 Attachments in the Cloud: Easy SharePoint & CRM Integration Guide!
The synergy of Microsoft Dynamics 365 CRM and SharePoint is undeniable. Linking them streamlines workflows, boosts collaboration, and enhances document management. Businesses leveraging Microsoft Dynamics 365 CRM often opt for the native SharePoint integration for its ease of use and cost-effective storage benefits. In this blog, we will guide you through the process of setting up SharePoint and Dynamics 365 CRM integration. You can...
How to Enable Inline Actions feature in Microsoft Canvas Apps?
Microsoft introduced the new inline actions for Power Apps Canvas Apps – a new way to perform the most common authoring tasks directly inline on the canvas. Using this feature, it will be easier to add the required actions easily using the Action bar by reducing both cognitive load and mouse travel, also we can use Copilot from the new inline action bar. In this article, will explain step by step to enable the Inline Actions and...