The greatest danger to developers
Apr23

The greatest danger to developers

hai-sharks “the greatest danger you face is your mind growing soft and your eye getting dull.” ― 50 Cent, The 50th Law < p id=”ffa2″>The greatest danger to developers is to stop being curious, stop learning and stop keeping up with new technology. The day you stop learning is the day you start your journey towards retirement. Slow death How do you slowly make development harder? falling… Continue Reading...

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Carmen Ysewijn on The Oops Factor
Apr23

Carmen Ysewijn on The Oops Factor

Talking to Carmen about Belgium, her love of the countryside, and the beauty of nature and hiking through it. Also touching on the ‘wonders’ of canvas app functions… 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 Carmen Ysewijn on… Continue Reading...

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Make Managed fields Required in Dynamics 365 – Managed Properties Error [Workaround] | D365 CE Quick Tip
Apr23

Make Managed fields Required in Dynamics 365 – Managed Properties Error [Workaround] | D365 CE Quick Tip

Here’s how you can alternatively make a field required if it is a Managed Component and you can’t do so on a database level. Continue Reading priyeshwagh777’s Article on their blog Make Managed fields Required in Dynamics 365 – Managed Properties Error [Workaround] | D365 CE Quick Tip On some instances, there are Managed fields in Dynamics 365 CRM (or CE if you want to call it) where we can’t change the...

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D365 CE: Error while importing solution “The datafieldname attribute ‘FieldName’ for control is not valid for create”
Apr23

D365 CE: Error while importing solution “The datafieldname attribute ‘FieldName’ for control is not valid for create”

Recently, while importing a solution to target instance, we got an error saying “The datafieldname attribute sab_disablerecordon for control is not valid for create” and the solution import failed. After investigating this issue, we figured out that in the source environment, the field ” sab_disablerecordon ” was used on Quick create form for that entity. Also, this field is a calculated… Continue Reading...

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Customer Service Workspace – App profile manager, session templates and more!
Apr22

Customer Service Workspace – App profile manager, session templates and more!

Customer Service Workspace for Microsoft’s Dynamics 365 gives us the ability to open sessions and tabs in customer service scenarios. This can be very useful when an agent is juggling resolving multiple cases simultaneously. When they open a case it will be common to open the customer record, in this post I will show how we can always open the customer record and therefore save a few clicks…. Continue Reading Neil...

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MB-230: Microsoft Dynamics 365 Customer Service – Case Management (Part Two)
Apr22

MB-230: Microsoft Dynamics 365 Customer Service – Case Management (Part Two)

I am currently revising for the MB-230 exam. This exam is for Microsoft Dynamics 365 and covers all aspects of customer service. As I revise I plan to publish blog posts that collectively will become a complete revision guide for anyone embarking on the same journey as me. In this post I will continue to describe the important topic of case management. Part of the skills measured statement… Continue Reading Neil...

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Implement MS Graph silent flow and device code flow using NodeJS backend
Apr22

Implement MS Graph silent flow and device code flow using NodeJS backend

In this blog post, you will learn how to request MS Graph with silent flow using device code flow with NodeJS. I will use the NodeJS application I developed for my Teams status indicator light as an example. You can find the complete code on my GitHub. If you would like to skip all the chit chat at the beginning you can directly go to either “Implementation” or even further to “

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How to fix Office 365 WS-Trust Authentication Deprecation for Dataverse and Dynamics 365 Client Applications
Apr22

How to fix Office 365 WS-Trust Authentication Deprecation for Dataverse and Dynamics 365 Client Applications

Today I had a problem to solve, so went back to the tried and trusted method of firing up a console application to connect to a Dynamics 365 instance, to quickly run some tests to make sure that something I thought was possible, was actually possible. In true old school style, I’ve still got a trusty boilerplate console application with a set of Nuget packages and libraries in place so I… Continue Reading Brian Illand’s...

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Is RPA Dead?
Apr21

Is RPA Dead?

Introducing the Microsoft Power Platform — You may already have it! Photo by Erik Mclean The Digital Workplace team at Capgemini Invent are doing a series covering each element of the Power Platform in greater detail. With each edition we will be focusing on how the platform can transform the shape of your organisation and individuals’ ways of working. We will also showcase the… Continue Reading Josh McDonald’s Article on...

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Two-way sync of bookings between Dynamics 365 and Outlook, Part II – Sync from D365 to Outlook
Apr21

Two-way sync of bookings between Dynamics 365 and Outlook, Part II – Sync from D365 to Outlook

In part I we looked at change notifications in Graph API. In this part II we’ll cover how bookings (Bookable Resource Bookings) are synced from Dynamics 365 to Outlook when bookings are created, updated or deleted. To clarify terminology, bookings, Bookable Resource Bookings, and BRBs are used interchangeably in this blog post. Before we move on, I want to emphasize that the entire concept… Continue Reading Antti...

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Setting Default Fallback Values On D365 Marketing Emails
Apr21

Setting Default Fallback Values On D365 Marketing Emails

I think we’ve all received marketing emails from organisations that look a little strange. Blank spaces where perhaps it should have had information populate, but the data they have isn’t accurate. Depending on the set up of a specific Dynamics 365 environment, it could be that certain fields have not been filled out on your Contact records. First Name isn’t always required, so while it’s good… Continue...

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Blog posts on 2021 Release Wave 1  – Dynamics 365
Apr21

Blog posts on 2021 Release Wave 1 – Dynamics 365

Blog posts on 2021 Release Wave 1 – Dynamics 365 Continue Reading Nishant Rana’s Article on their blog Blog posts on 2021 Release Wave 1 – Dynamics 365 Visit the post for more. Blog Syndicated with Nishant Rana’s...

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Case update after resolution settings in Dynamics 365 Customer Service Hub
Apr20

Case update after resolution settings in Dynamics 365 Customer Service Hub

With the 2021 Release Wave 1 Update, now we can update resolved and canceled cases through API / Power Automate . https://nishantrana.me/2021/04/20/update-resolved-and-cancelled-cases-incident-without-reopening-reactivating-2021-release-wave-1-dynamics-365/ To set it, we can navigate to Customer Service Hub > Service Management > Service Terms > Service Configuration Settings > Case Update… Continue Reading...

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Delete records like a Ferrari
Apr20

Delete records like a Ferrari

“Do you really need to delete records like a Ferrari?” – that question was posed to me when I, a few years ago complained about the bad performance of the Bulk Deletion functionality in Power Platform (at that time Dynamics 365 Online) to a friend at Microsoft who I will not name. And my simple answer is yes, we do need to delete records like a Ferrari, for many reasons. I will discuss why in… Continue Reading...

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Post Adaptive Card to a Teams Channel on Opportunity Win
Apr20

Post Adaptive Card to a Teams Channel on Opportunity Win

After playing around with adaptive cards a bit this weekend, I have decided that this is actually one of my favorite things to use when posting messages to Microsoft Teams or Outlook! First let me explain what adaptive cards are and how we can use them in different applications. Adaptive cards are built from JSON and that content can then be rendered inside a host application like Microsoft… Continue Reading Dian Taylor’s...

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Dynamics / Power Apps + Office App Launcher
Apr20

Dynamics / Power Apps + Office App Launcher

Launching a new app or launching a new CRM system always leaves the users with the same question. Where do I find the application? At first I didn’t really understand the question, because I thought it was natural to bookmark the URL to your application ie https://www.company.crm4.dynamics.com/***** etc. Eventually I realized that most users are actually using the waffle menu in office 365… Continue Reading Thomas...

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Custom Survey Headers In D365 Customer Voice
Apr20

Custom Survey Headers In D365 Customer Voice

Hooray! Custom Survey Headers have finally been rolled out for Dynamics 365 Customer Voice. Although the ability to add your own images and a logo to a survey has existed for some time, there was no way to determine where the logo went, or the positioning of any image, so this is a really cool new feature. Let’s take a look at the options we now have. From your survey, hovering your mouse… Continue Reading Megan V....

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Episode 43 – Power Platform News & Updates
Apr20

Episode 43 – Power Platform News & Updates

Microsoft Updates Digital Skills Week – Daily talks and training to help you build new skills and achieve more, 26th – 30th April – Digital Skills Week – Microsoft UKMicrosoft Apprenticeship Network – Microsoft Apprenticeship Network – Microsoft UKPower Platform Community – Home – Power Platform Community (microsoft.com)User Groups for the Power Platform:Announcement: Join the New…...

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Update resolved and cancelled cases (incident) without reopening/reactivating – 2021 Release Wave 1 – Dynamics 365
Apr20

Update resolved and cancelled cases (incident) without reopening/reactivating – 2021 Release Wave 1 – Dynamics 365

To update resolved or cancelled cases we had to reopen the case record, update it and then close it back. https://crmfortress.com/2017/02/10/update-resolved-cases-in-dynamics-365/ http://www.kingswaysoft.com/blog/2017/03/31/Dance-with-CRM-Statuses-In-ETL-Project If we try updating case record through web service / Web API, we would get the below error Since case is resolved and read-only, only… Continue Reading Nishant...

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Permission Set Object
Apr20

Permission Set Object

Starting from BC18 (2021 Wave 1), we can use Permission Set Object to write our app permission set. You can still use the XML permission, but we now have option to use Permission Set Object. So much easier, simpler to use. Hello Permission Set Object You can even extend an existing permission set. How good is that ? But there’s more than that. You can even split and join multiple… Continue Reading thatnavguy’s...

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The new Work Hours calendar – review of 2021 Release Wave 1 Enhancements
Apr19

The new Work Hours calendar – review of 2021 Release Wave 1 Enhancements

Photo by Pixabay on Pexels.com The heart of every field service-related business (sales, service or operations) is ‘scheduling’. If you do it well, customers are happy, assets are up and working, and faults are happening less frequently (descending rate of failures) and getting fixed quickly. In this backdrop, anything related to ‘scheduling’ is of paramount importance to keep the entire… Continue Reading...

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Exam PL-400 Revision Notes: Implementing Client-Side Scripting on Model Driven Power Apps
Apr18

Exam PL-400 Revision Notes: Implementing Client-Side Scripting on Model Driven Power Apps

Welcome to the twelfth post in my series focused on providing a set of revision notes for the PL-400: Microsoft Power Platform Developer exam. Last time, we finished our discussion regarding the various business process automation tools in the Power Platform by reviewing Business Rules, and Business Process Flows. Today, we take a look at our first topic that involves us writing code. This… Continue Reading The CRM Chap’s...

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Power Baseball League: Rollup Fields
Apr16

Power Baseball League: Rollup Fields

This is a field that is not a Rollup field. Occasionally they may roll something out onto this field in case of rain. That is not the same thing. Today on the Power Baseball League we are practicing our Rollup Fields. Plus we are going to talk about Calculated fields too. Rollups and Calculated fields are smart fields in Dataverse that are set automatically by other data in the system…. Continue Reading Kylie Kiser’s...

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Kylie Kiser on The Oops Factor
Apr16

Kylie Kiser on The Oops Factor

Finding out about Kylie’s love of knitting (some of the things she’s created over time too), discussing pizza and monkey, and what happens when we’re not careful enough about system security! Cue a rescue mission at an unexpected time! 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… Continue...

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CRM Record “Email a Link” feature not working
Apr15

CRM Record “Email a Link” feature not working

Originally posted on Rajeev Pentyala – Microsoft power platform blog: Recently few of our CRM users complained OOB “Email a Link” not working. Reason: Machines default “Email” App was set to “Chrome” Fix: Change default “Email” App to “Mail” or “Outlook” client ? 🙂 Continue Reading Nishant Rana’s Article on their blog https://nishantrana.me/2021/04/15/crm-record-email-a-link-feature-not-working/ Blog Syndicated with...

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2021 April DC Chapter Meeting
Apr15

2021 April DC Chapter Meeting

Amazing turn out for the 2021 April DC Chapter Meeting Yesterday was the 2021 April DC Chapter Meeting featuring Keith Whatling! We had a great turnout for our monthly happy hour. Plus a great session! Selling the Power Platform Keith Whatling (LinkedIn, Twitter, YouTube) joined our 2021 April DC Chapter Meeting to talk about how to sell the Power Platform internally (as a customer)… Continue Reading Kylie Kiser’s Article...

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How to Write a Business Proposal That Wins New Clients
Apr15

How to Write a Business Proposal That Wins New Clients

The product and programming management business is changing. The product proposal turns out to be always significant after numerous long stretches of genuinely static plans of action. Conventional business RFP response software merchants tested by a large group of new action plans: Software-as-a-Service (SaaS), open-source, reevaluating drifts are affecting the matter of programming. It can abbreviate the choice course of...

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Omnichannel for Customer Service – Simplify Navigation
Apr15

Omnichannel for Customer Service – Simplify Navigation

I recently read about the ability to simplify the user navigation in Microsoft’s Dynamics 365 Omnichannel for Customer Service and Customer Workspace apps. I’m all for something that might reduce my mouse clicks! In this post I will explain how I configured this option and give my initial thoughts. Normally in the multi-session interfaces we have in Omnichannel for Customer Service or Customer… Continue Reading Neil...

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Make Simple Changes To The HTML On Your Form Templates In D365 Marketing
Apr15

Make Simple Changes To The HTML On Your Form Templates In D365 Marketing

Creating a new form in the Dynamics 365 Marketing App is pretty simple. You can start from one of the existing templates to get you going, then make adjustments as needed. There are some really simple changes you can make to the HTML of the form giving you a look and feel that’s more aligned with your own branding. Doing that on a form template means other users can then use that as their… Continue Reading Megan V....

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MB-230: Microsoft Dynamics 365 Customer Service – Revision Guide
Apr15

MB-230: Microsoft Dynamics 365 Customer Service – Revision Guide

I have been completing a series of posts to help people prepare for the MB 230 certification (Microsoft Dynamics 365 for Customer Service). Here is a collection of links to all of those posts. I hope these might serve as a useful revision aid for the MB 230 exam. The MB 230 certification is not easy! I guess because customer service is a big topic covering many aspects of your “CRM” system…. Continue Reading Neil...

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MB-230: Microsoft Dynamics 365 Customer Service – Case Management (Part One)
Apr15

MB-230: Microsoft Dynamics 365 Customer Service – Case Management (Part One)

I am currently revising for the MB-230 exam. This exam is for Microsoft Dynamics 365 and covers all aspects of customer service. As I revise I plan to publish blog posts that collectively will become a complete revision guide for anyone embarking on the same journey as me. In this post I will begin to describe the important topic of case management. Part of the skills measured statement… Continue Reading Neil Parkhurst’s...

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A failure occurred in CrmSecurity while configuration Mailbox in Dynamics 365
Apr15

A failure occurred in CrmSecurity while configuration Mailbox in Dynamics 365

As we know, before we can use a mailbox it has to be approved by either Office 365 Global Administrator or by an Exchange Administrator. When Server Side Synchronization was released only the Dynamics 365 System Administrator with the Global Administrator role was able to approve the mailboxes. Later with the service update, the Dynamics … Continue reading “A failure occurred in CrmSecurity… Continue Reading Nishant...

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Field Service Incident Types — A Time Saver!
Apr14

Field Service Incident Types — A Time Saver!

Field Service Incident Types — A Time Saver! Photo by ThisisEngineering RAEng Let’s be honest, nobody wants to repeatedly fill in the same fields on a form or follow the same steps again and again when it can all be automated. So that is exactly where Field Service Incident Types come into play. What are Incident types? We can think of Incident Types as a template which contains a bunch… Continue Reading Bal Bangard’s...

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Dataverse for Teams as your CoE platform
Apr13

Dataverse for Teams as your CoE platform

Power Platform Center of Excellence Starter Kit can now run inside a Microsoft Teams based environment. How can all those features fit in there? Continue reading Dataverse for Teams as your CoE platform at Jukka Niiranen. Continue Reading Jukka Niiranen’s Article on their blog Dataverse for Teams as your CoE platform – Jukka Niiranen If you’re serious about leveraging Power Platform low-code tools in your...

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How to set up complex conditions for business process flow ?
Apr13

How to set up complex conditions for business process flow ?

Business Process Flow (BPF) is a very useful tool to standardize data entry on a model driven app. In simple cases, a linear BPF is a good option. However, in more complex scenarios, a BPF can be enhanced by using branching. I will discuss on this blog the limitations and workarounds concerning branching conditions.I was recently working on a business process flow and I noticed that once I use… Continue Reading Mehdi El...

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Many shades of Dynamics 365 Alert Notifications
Apr13

Many shades of Dynamics 365 Alert Notifications

Photo by Ono Kosuki on Pexels.com Long time ago (read web 1.0 era) there was a time when systems alerts meant sending emails to users. That led to ’email deluge’ with Dynamics 365 (err.. CRM in those times) sending emails to users on every new lead, case or order getting created in the system. Thankfully that time has gone and now we have actually so many smart ways to send alerts that it… Continue Reading Ali...

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Enable Custom Code Components (PCF Controls) to be imported in a Canvas Power App | Quick Tip
Apr13

Enable Custom Code Components (PCF Controls) to be imported in a Canvas Power App | Quick Tip

Quick Tip on how you can enable Import of Code Components in a Canvas Power App! Check this post. Continue Reading priyeshwagh777’s Article on their blog Enable Custom Code Components (PCF Controls) to be imported in a Canvas Power App | Quick Tip In case you want to enable PCF Controls to be allowed to be embedded in a Canvas Power App, here’s what you do. By default, if you see as below i.e. you are not able to Import...

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Canvas Apps & Power Automates
Apr13

Canvas Apps & Power Automates

So it’s been a busy few weeks here, which is why I haven’t really been putting up any articles. March/April is always a busy time for our family with stuff going on, and this year I decided not to push myself to get articles out, as otherwise I’d be running very low on sleep! That being said, I’ve still had some great ideas about things that I’d like to share, and have been keeping a series…...

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D365 Field Service Simplified Setups
Apr13

D365 Field Service Simplified Setups

It’s April and this means that 2021 Release Wave 1 production deployments have started! Not all of the features mentioned in the documentation have been enabled yet because the features for this release wave will be released from April 2021 through September 2021. The features that will go GA in April might not have been installed in your production environment yet because his actually happens… Continue Reading Dian...

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Dynamics 365 form or advanced find images error
Apr13

Dynamics 365 form or advanced find images error

This post is almost not relevant any more due to the fact that we all will be pushed into the make.powerapps experience in “the fullness of time”, but I will still be using the classic viewer for the foreseeable future From time to the images can get distorted due to unknown reasons. This is not a big deal as the buttons still work, but can be annoying for the users. You might have seen… Continue Reading Thomas...

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Episode 42 – Microsoft Business Applications Launch
Apr13

Episode 42 – Microsoft Business Applications Launch

Microsoft Business Applications Launch Event Watch the event On Demand – Microsoft Business Applications Launch EventOfficial Microsoft blog announcement – Microsoft Power Platform and Dynamics 365 2021 release launches with hundreds of new capabilitiesDynamics 365 Sales Highlights – Intelligence and collaboration converge in Dynamics 365 SalesDynamics 365 Marketing Highlights – Highlights… Continue...

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Search Providers (Preview) in Dynamics 365 Customer Service Hub
Apr13

Search Providers (Preview) in Dynamics 365 Customer Service Hub

The new search provider options in Customer Service Hub allow agents to search for files, documents, or articles outside the current organization. The option can be found at Service Management > Knowledge Base Management > Search Providers The 3 different search type supported currently are Cross organization search – allows specifying a different organization within … Continue reading… Continue Reading Nishant...

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Dynamics 365 — Opening Modal Dialogues on a Subgrid
Apr12

Dynamics 365 — Opening Modal Dialogues on a Subgrid

Dynamics 365 — Opening Modal Dialogues on a Subgrid Photo by Iewek Gnos Microsoft added the ability to open records in Modal Dialogues through the use of JavaScript as part of Dynamics 365 Release Wave 1 for 2020. I’ve created a script that you can apply to any Editable Subgrid (it must be an Editable Grid) and it will open records in a modal dialogue when clicked. You can use a… Continue Reading Mike Andrews’s Article on...

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Configuring Wave 1 2021 Relevance Search Quick Actions
Apr11

Configuring Wave 1 2021 Relevance Search Quick Actions

A hot area of investment from the Dataverse product team in Wave 1 2021 has been the Relevance search experience. https://docs.microsoft.com/en-us/powerapps/user/relevance-search Quick Actions Part of this new search experience brings the command bar to the inline search results as well as the search results screen. What’s really cool is that you can customize these command bar buttons… Continue Reading Develop1’s...

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Exam PL-400 Revision Notes: Implementing Business Process Flows and Business Rules
Apr11

Exam PL-400 Revision Notes: Implementing Business Process Flows and Business Rules

Welcome to the eleventh post in my series focused on providing a set of revision notes for the PL-400: Microsoft Power Platform Developer exam. Last week, we took a look at the capabilities on offer as part of Power Automate flows. We now look to finish up our discussion of the exam area Configure business process automation by evaluating the following topics: Implement processes create and… Continue Reading The CRM Chap’s...

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Power Baseball League: Business Rules
Apr10

Power Baseball League: Business Rules

We love Business Rules almost as much as we love baseball! This week the Power Baseball League rounds the bases with Business Rules! Business Rules allow our citizen developers to create form scripting with point-and-click customization. They allow you to do things such as set fields as required, show recommendations, show error messages or set field values. To get started, you can… Continue Reading Kylie Kiser’s Article...

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Power Platform Solution Architect Exams
Apr10

Power Platform Solution Architect Exams

The most important part of taking a certification is planning your celebration food. For me I went out for some bbq and pecan pie. This is just another donut that I also ate (credit to Astro Donuts). Last week I took the Power Platform Solution Architect Exams! The current (and retiring exam) is the MB-600. This is being replaced by the PL-600. The MB-600 focuses on Dynamics 365 as well… Continue Reading Kylie Kiser’s...

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SharePoint glossary page using view formatting and connected list WebParts
Apr09

SharePoint glossary page using view formatting and connected list WebParts

List view formatting in combination with the out-of-the-box list WebParts can be very powerful, enabling us to create very nice page experiences. It is possible to render a view that uses view formatting in the list WebParts, and also at the same time use the dynamic filter feature to filter content on a WebPart based on the selection from another WebPart on the same page. In this… Continue Reading Michel Mendes’s Article...

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Dynamics 365 for Outlook Deprecated Alert
Apr09

Dynamics 365 for Outlook Deprecated Alert

Many of our customers have been asking about the ominous alert that appears in their advanced settings area for either Dynamics 365 or Power Apps Model driven environments. In this short post I will explain it, and show you how to get rid of it. Dynamics 365 for Outlook The integration of Dynamics 365, or Model-Driven Power Apps, to Outlook has been around for a very long time and has seen… Continue Reading Steve Mordue...

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Microsoft 365 for Nonprofits: Software Grants
Apr09

Microsoft 365 for Nonprofits: Software Grants

Microsoft makes it easy for nonprofits to get the software they need for office productivity through grants of Microsoft 365 to eligible organizations.   Microsoft 365 is a suite which includes Windows and Office 365.  It is available in Basic, Standard, and Premium editions which contain different products: Microsoft 365 Business Basic — Free up to 300 usersMicrosoft 365 Business Standard –… Continue...

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