Personalised Sound Notifications for Omnichannel
Nov17

Personalised Sound Notifications for Omnichannel

One of the themes running through the Wave 2 2020 update for Omnichannel is the personalisation aspect. Though systems work just fine on their own, it’s always nice to add a ‘personal touch’ to the parts that we can. Last week I shared how quick replies are now able to be personalised (Personalised Quick Replies). This week I’m going to go into how the sound notifications can be personalised… Continue...

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Installation of Microsoft Clarity
Nov17

Installation of Microsoft Clarity

If you read through my previous blog, hopefully, you have some understanding of what Microsoft Clarity is (and maybe what it is not!). Now let’s get to the meat and potatoes and get it installed on a website. This blog will walk through how to sign up and add tracking code to your site. First, visit https://clarity.microsoft.com to begin. You’ve got three methods you can choose… Continue Reading Megan V....

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Filter rows between start and end dates
Nov17

Filter rows between start and end dates

In this article we will learn how to filter a list of rows (f.k.a records, learn more) between start and end dates. Scenario In one of my current projects we had the need to categorize rows. Creating new categories should be dynamically and not require a deployment. To achieve this we created a table (f.k.a entity, learn more) to store the categories. The table contains, beside… Continue Reading Benedikt’s Article on their...

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Use CrmServiceClient to execute web request against Web API – Dynamics 365
Nov17

Use CrmServiceClient to execute web request against Web API – Dynamics 365

In the previous post we saw how to use CrmServiceClient to connect to CDS using Authentication Type – OAuth and execute web request using Organization.svc service https://nishantrana.me/2020/11/09/sample-code-to-connect-to-cds-dynamics-365-ce-using-oauth/ Here we will extend the same example to execute web request using Web API. Create the contact record with first name and last name… Continue Reading Nishant Rana’s...

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Power Apps | Microsoft Dataverse
Nov17

Power Apps | Microsoft Dataverse

Originally posted on Rajeev Pentyala – Microsoft power platform blog: Microsoft Dataverse Common Data Service (CDS), the sophisticated and secure backbone that powers Dynamics 365 and Power Platform, has been renamed to Microsoft Dataverse Some terminology in Microsoft Dataverse has been updated. For example, entity is now ‘Table’ and field is now ‘Column’. Microsoft Dataverse… Continue Reading...

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What is the Microsoft Dataverse?
Nov16

What is the Microsoft Dataverse?

Today Microsoft announced the Microsoft Dataverse and Microsoft Dataverse for Teams. Check out the announcement here: Reshape the future of work with Microsoft Dataverse for Teams-now generally available Common Data Service, the sophisticated and secure backbone that powers Dynamics 365 and Power Platform, has been renamed to Microsoft Dataverse. This low-code data platform is rapidly changing the way organizations around the world...

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Microsoft Clarity Or Google Analytics?
Nov16

Microsoft Clarity Or Google Analytics?

A few weeks ago I was tagged in something on LinkedIn by Neil Benson, asking if I would do a 30 day series on Microsoft Clarity. I’d not even heard of it, but it was only launched on October 28th, 2020… so I think I can be forgiven . Clarity is an analytics tool, providing the ability to track how users/visitors interact with and engage with a website. Doesn’t that just sound like Google… Continue Reading Megan...

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My Thoughts on the Common Data Service Terminology Changes
Nov15

My Thoughts on the Common Data Service Terminology Changes

This week, we saw what I feel is the most innocuous, yet far-reaching change that Microsoft has made to Dynamics 365 Online and the Common Data Service (CDS). And I have to say; I don’t think I’m that conflicted over the changes. First, let’s backtrack and be clear exactly what we’re talking about; namely, a buried away Microsoft Docs article change, relating to the Common Data Service, that… Continue...

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Azure DevOps CI/CD pipeline for unmanaged solution Dynamics CRM.
Nov15

Azure DevOps CI/CD pipeline for unmanaged solution Dynamics CRM.

In this blog I will try to demonstrate how we can implement Continuous Integration (CI) and Continuous Deployment (CD) for Dynamics 365 Customer Engagement CRM (CE) using Azure DevOps. We will see how we can deploy a CRM Solution from one CRM instance to another CRM instance, let us say, we have to deploy a CRM solution from the development environment to the QA / UAT environment. To… Continue Reading Rehan Khan’s Article...

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Dynamically Populate Owner Value (User or Team) in Power Automate
Nov14

Dynamically Populate Owner Value (User or Team) in Power Automate

When building flows in Power Automate, sometimes we need more than just adding a dynamic value for complex scenarios (or at least for complex data types like polymorphic lookups). In this post, you will learn about how to set the value of the Owner field dynamically based on the value of another row’s Owner field (which can be either User or Team). Owner value from Trigger Output In… Continue Reading noreply@blogger.com...

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Power Baseball League: Add Forms Processing to a Power App
Nov13

Power Baseball League: Add Forms Processing to a Power App

The app we create today allows you to take a picture and extract data. Thankfully we do not have an app to tell us the health stats of all this ballpark food! Last week, we set up a Forms Processing Model. Today we are going to add Forms Processing to a Power App! This simple App will allow us to take a snapshot of the application and get the data. Then all this data will be fed directly… Continue Reading Kylie Kiser’s...

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Laurynas Merkelis on The Oops Factor
Nov13

Laurynas Merkelis on The Oops Factor

Sharing the joys of go-carting, car racing, Larry also cover how important correct communications (in the context of the conversation) is to everything in life! 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 Laurynas Merkelis on The… Continue Reading...

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MB 600: Microsoft Dynamics 365 + Power Platform Solution Architect – Lead design process (Part Three)
Nov13

MB 600: Microsoft Dynamics 365 + Power Platform Solution Architect – Lead design process (Part Three)

I am currently preparing to take the Microsoft Dynamics 365 + Power Platform Solution Architect certification. Or “MB 600” for short! As I prepare I plan to write revision notes in this post I will cover leading the design process. A Dynamics 365 / Power Platform Solution architect needs to lead successful implementations, meaning the architect is a key member of the project team. They must… Continue Reading Neil...

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Date Time Behavior and Format in Power Platform/Dynamics 365 CRM
Nov12

Date Time Behavior and Format in Power Platform/Dynamics 365 CRM

Originally posted on Prashant Kumar Maurya: Date Time field in power apps has behaviors and formats which control how the data will be stored in CDS (Common Data Service) and how it will pe presented to different users from different time zone on retrieval. Here I will try to explain the same in a simple… Continue Reading Nishant Rana’s Article on their blog Date Time Behavior and Format in Power Platform/Dynamics 365 CRM...

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Find deprecated JS code used in your Dynamics 365 environment | Dynamics 365 v9 JS Validator tool | XrmToolBox
Nov12

Find deprecated JS code used in your Dynamics 365 environment | Dynamics 365 v9 JS Validator tool | XrmToolBox

In this point in time where all developers are busy upgrading their Dynamics 365 JavaScript libraries to use the latest supported code. Here’s an extremely handy tool by Michel Gueli (https://twitter.com/MichelGueli) called as ‘XrmToolBox.Dynamics365V9JavascriptValidator’ Dynamics 365 v9 JavaScript Validator in XrmToolBox If you use XrmToolBox already, make sure you look for the below… Continue Reading...

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Create Opportunity in CRM from an Excel file
Nov12

Create Opportunity in CRM from an Excel file

Remember that the Community is all about sharing knowledge, experience, and best practices with others. Early this year a wrote an article on how to send an email with an attached excel file containing all leads created during the week, kind of like …(read more) Continue Reading Radoslavov’s Article on their blog Create Opportunity in CRM from an Excel file Remember that the Community is all about sharing knowledge,...

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Share D365 Customer Voice Survey Via URL With The Correct Language
Nov12

Share D365 Customer Voice Survey Via URL With The Correct Language

Creating surveys in D365 Customer Voice and adding multiple languages provides organisations with a way to request feedback in their language of choice. I’ve got a post about how to add the various languages to your survey, and how you can embed a survey on a webpage and set a specific language. What if you want to share the survey on social media or as a direct link, but want to make sure a… Continue Reading Megan V....

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Process Optimization – Dynamics 365 CE / CRM / CDS SSIS Integration toolkit – KingswaySoft
Nov12

Process Optimization – Dynamics 365 CE / CRM / CDS SSIS Integration toolkit – KingswaySoft

Process Optimizations is a new feature added in the CDS / CRM Destination Component of KingswaySoft’s SSIS Integration Toolkit as part of November 2020 Release. Check other posts on SSIS and Dynamics 365 https://nishantrana.me/2020/10/16/ssis-kingswaysoft-and-dynamics-365/ These options if enabled, will turn off or disable plugin, workflow, entity auditing during pre-execution temporarily,… Continue Reading Nishant...

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AI Builder – Form Processing Layouts
Nov12

AI Builder – Form Processing Layouts

Microsoft introduced a small but important change to AI Builder last week. Prior to this, a form processing model could only be trained to extract data from documents with the same layout. This was somewhat cumbersome when dealing with documents such as invoices where the layout varies from supplier to supplier. What is Form Processing? […] The post AI Builder – Form Processing Layouts… Continue Reading Joe...

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Embedding Canvas App in an Iframe inside Dynamics 365
Nov12

Embedding Canvas App in an Iframe inside Dynamics 365

Canvas App can be easily embedded in a web site using the Iframe. Say e.g. we have the following Canvas App to be embedded inside Dashboard in Dynamics 365 Save the app and navigate to Details We can copy the Web link or App ID. The URL Format – https://apps.powerapps.com/play/[appId] The other parameter that can … Continue reading “Embedding Canvas App in an Iframe inside… Continue Reading Nishant Rana’s...

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MB 600: Microsoft Dynamics 365 + Power Platform Solution Architect – Lead design process (Part Two)
Nov11

MB 600: Microsoft Dynamics 365 + Power Platform Solution Architect – Lead design process (Part Two)

I am currently preparing to take the Microsoft Dynamics 365 + Power Platform Solution Architect certification. Or “MB 600” for short! As I prepare I plan to write revision notes in this post I will cover leading the design process. A Dynamics 365 / Power Platform Solution architect needs to lead successful implementations, meaning the architect is a key member of the project team. They must… Continue Reading Neil...

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Are people on the project waving or drowning?
Nov11

Are people on the project waving or drowning?

Sometimes it’s those who don’t ask for help, who need it most #HoskWisdom The difference between someone in water waving and drowning is small, but the difference could lead to life and death. How many times do you see people and teams complaining, but are they waving or drowning? Conflicting teams IT projects are stressful, delivered to tight deadlines. Teams need to get… Continue Reading Hosk’s Article on their blog Are...

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Set Language For D365 Customer Voice Survey Embedded On Website
Nov11

Set Language For D365 Customer Voice Survey Embedded On Website

In a previous post, I walked through how to add multiple languages to a survey in Dynamics 365 Customer Voice. Your surveys can then be embedded on a website, providing the ability for them to be responded to from a web page. Simply embedding them using the code provided in D365 Customer Voice will make sure the default language is displayed. What if you want to make sure a specific language… Continue Reading Megan V....

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System.FormatException: Input string was not in a correct format exception while registering Plugin in Dynamics 365
Nov11

System.FormatException: Input string was not in a correct format exception while registering Plugin in Dynamics 365

We might get the below error while trying to register a plugin. Cause – The plugin project was referring the .NET Framework 4.7.2 And the latest version of Microsoft.CrmSdk.CoreAssemblies – (Sept 29, 2020) Resolution – Changing it to 4.6.2 fixed it. Details- Unhandled Exception: System.ServiceModel.FaultException An unexpected error occurred. Server stack trace: at… Continue Reading Nishant Rana’s Article on their...

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Using the User Interface to your advantage with addOnChange.
Nov10

Using the User Interface to your advantage with addOnChange.

Welcome back to the ongoing series of how we can use and manipulate the user interface to your advantage in model driven apps in fully supported ways. We have discussed a number of options in the past and you can find them all with the search tag user-interface. Like my previous post on addPreSearch *LINK*, this strictly isn’t UI and is more UX but I think addOnChange should become a staple… Continue Reading Matt’s...

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MB 600 – D365UG Study Group
Nov10

MB 600 – D365UG Study Group

If like me you are preparing for the Dynamics 365 & Power Platform Solution Architect exam ….. you might want to join this MB 600 study group that is being hosted by D365UG. Almost nobody “enjoys” preparing for exams! But learning is critical to our working life so anything that might help you prepare for your MB 600 exam might be a bonus. You can join our panel as they cover a fresh topic… Continue Reading Neil...

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Why you should select an integrated platform for MarTech needs
Nov10

Why you should select an integrated platform for MarTech needs

When building a marketing technology (MarTech) stack, both the best-in-breed and single vendor approaches have their benefits and drawbacks. Today's business realities has marketing operations teams and business leaders re-examining the best way to get…(read more) Continue Reading Anantha Ramachandran’s Article on their blog Why you should select an integrated platform for MarTech needs When building a marketing...

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Terminology in the Common Data Service
Nov10

Terminology in the Common Data Service

After years of using entities, attributes, and option sets in Dynamics 365 and the Power Platform, Microsoft are changing the terminology for elements in the data model as follows: Old term New term Entity Table Field, attribute Column Record Row Option set, Picklist Choice Two options, Boolean Yes/No More details at

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Find ID of SharePoint Document by File Name in Power Automate
Nov10

Find ID of SharePoint Document by File Name in Power Automate

Did you know that there are two types of identifiers used in the SharePoint connector to identify an item in a SharePoint list or a SharePoint document? The first one is the “Unique Identifier” (integer type) which is sequentially generated by the system and unique to the list or library (e.g. 13). The other one is the “File Identifier” (string type) which is the “folder + file...

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Customer Service Workspace Review
Nov10

Customer Service Workspace Review

I was working in the new Customer Service Workspace app, which got added to my instance as part of the 2020 Release Wave 2 (keep in mind this app is still in preview). I wrote a small piece on this app as part of my article Dynamics 365 – 2020 Release Wave 2 | Part 3 which you can read here or if you prefer watching a video you canRead More Continue Reading Dian Taylor’s Article on their blog Customer Service...

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Personalised Quick Replies
Nov10

Personalised Quick Replies

One of the things that customer service agents absolutely HATE is having to type full replies to customers. There are many things that they’ll do which are quite repetitive, and having to type the same response each & every time gets frustrating to say the least. As I’ve covered previously at Quick Responses in Omnichannel, Omnichannel has the ability for Quick Replies. With these,… Continue Reading thecrmninja’s...

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Adding Multiple Languages To Your D365 Customer Voice Survey
Nov10

Adding Multiple Languages To Your D365 Customer Voice Survey

Dynamics 365 Customer Voice surveys are added initially using the Default language based on the language of the Microsoft Office 365 environment where Customer Voice is set up. Additional languages can be added to a survey, providing a way to request feedback in languages more familiar or native to the respondents. If there is a match between the languages added to the survey and the language… Continue Reading Megan V....

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Changes in CDS / CRM Destination Component – SSIS Integration Toolkit for Dynamics 365
Nov10

Changes in CDS / CRM Destination Component – SSIS Integration Toolkit for Dynamics 365

With version 20.2 November 2020 release, there have few updates added to the KingwaySoft’s CDS/CRM Destination Component, few are changes in the label and others are metadata changes, that one should be aware of before updating. Check Post on SSIS and Dynamics 365 https://nishantrana.me/2020/10/16/ssis-kingswaysoft-and-dynamics-365/ Label changes. Version 20.1 – Version 20.2 – CrmRecordId… Continue Reading Nishant...

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CDS/CRM SDK – WS-Trust auth and OrganizationServiceProxy Deprecated, what does it mean?
Nov09

CDS/CRM SDK – WS-Trust auth and OrganizationServiceProxy Deprecated, what does it mean?

Originally posted on Colin Vermander: Announced late last week on docs.microsoft.com was the deprecation of the WS-Trust authentication type as well as OrganizationServiceProxy. Both are connected to the same thing of the WS-Trust authentication being moved away from for a long time now in other Microsoft SDKs and the CDS/CRM SDK is catching up as… Continue Reading Nishant Rana’s Article on their blog CDS/CRM SDK –...

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Sample code to connect to CDS / Dynamics 365 / CE using OAuth
Nov09

Sample code to connect to CDS / Dynamics 365 / CE using OAuth

Sample code for quick reference for connecting to CDS through a console application using OAuth Add the NuGet package for Microsoft.CrmSdk.XrmTooling.CoreAssembly in the project Note – Here we will be using the sample AppId and Redirect URI. Sample Code-    More details on – Connection string parameters. Hope it helps.. Continue Reading Nishant Rana’s Article on their blog Sample code to connect to CDS / Dynamics 365 / CE...

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Dynamics 365 Project Operations: Transaction Categories and Expense Categories
Nov09

Dynamics 365 Project Operations: Transaction Categories and Expense Categories

Tested on:Project Operations solution version 4.3.0.59 (UR 3), CE+F&O integrated deployment Transaction Categories and Expense Categories have an important role in the setup of Dynamics 365 Project Operations. They’re used in all deployment options. In the CE only “lite” deployment they work exactly as they did in Project Service Automation. An integrated CE+F&O deployment adds additional… Continue...

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Make On-Demand Flow to show up in Dynamics 365 | Power Automate
Nov09

Make On-Demand Flow to show up in Dynamics 365 | Power Automate

Here’s a Flow trigger that you can make to appear on-demand in Dynamics 365 views. What makes a Flow appear on a certain entity? Like this – Common Data Service connector (Not Current Environment version) If you’re familiar by now with Common Data Service Connectors, there are 2 of them. 1. Common Data Service, 2. Common Data Service (Current Environment). Here, you’ll have to use… Continue Reading...

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MB 600: Microsoft Dynamics 365 + Power Platform Solution Architect – Lead design process (Part One)
Nov09

MB 600: Microsoft Dynamics 365 + Power Platform Solution Architect – Lead design process (Part One)

I am currently preparing to take the Microsoft Dynamics 365 + Power Platform Solution Architect certification. Or “MB 600” for short! As I prepare I plan to write revision notes in this post I will cover leading the design process. A Dynamics 365 / Power Platform Solution architect needs to lead successful implementations, meaning the architect is a key member of the project team. They must… Continue Reading Neil...

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{Power Apps Portal}how to make Section title as a hyperlink in Entity form
Nov09

{Power Apps Portal}how to make Section title as a hyperlink in Entity form

Hello Reader, Hope you are enjoying festive season these days. Whenever we click on the lookup field it opens up the record whereas it wasn’t performed the same functionality in the CRM portal. Therefore, this is the objective to achieve. Let’s get started without any further delay. For example, I have Entity Form A and having lookup of entity B and want to open up a Entity form… Continue Reading...

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Extract attachment from Notes in Dynamics 365 / CE / CDS – SSIS (KingswaySoft)
Nov09

Extract attachment from Notes in Dynamics 365 / CE / CDS – SSIS (KingswaySoft)

Recently we were exploring ways of extracting attachment from notes to a local drive for our case entity. We also wanted to organize it based on Case Number. For this, we used KingswaySoft’s SSIS components. This is how our final package looked like For CDS Source, we used Source Type as Fetch XML. And the … Continue reading “Extract attachment from Notes in Dynamics 365 / CE / CDS –… Continue Reading Nishant...

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Create Reports (Power BI embedded) using Dynamics 365 Customer Insights
Nov08

Create Reports (Power BI embedded) using Dynamics 365 Customer Insights

Recently, there was a new featured launched into Dynamics 365 Customer Insights to build reports within Customer Insights using the interactive custom report builder (Power BI embedded). With this enhancement, we’ll be able to combine available metrics/measures and dimensions to create reports with the CI data , using the visualizations we want directly within Customer Insights. It will… Continue Reading Virendra Agrawal’s...

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Dynamics 365 Online Unified Interface Transition: Take Action NOW!
Nov08

Dynamics 365 Online Unified Interface Transition: Take Action NOW!

All things must come to an end – for good or for ill. What we term as the legacy web client interface within Dynamics 365 Online is no exception to this rule. As announced by Microsoft around this time last year, this experience is now deprecated and superseded by what we refer to as the Unified Interface (UI). When we consider the core features on offer as part of the UI – a modern… Continue Reading The CRM...

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Access All Areas
Nov07

Access All Areas

When was the last time you were asked to make a project accessible? OK how accessible was the last event you attended, or app that you built, or blog post you read? Do you make your #Hashtags screen reader friendly? Accessibility is something that people are aware of, yet also massively unaware of – and that goes for me especially. So I’m going to do something about that… The post Access… Continue Reading...

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Power Baseball League: Build a Forms Processing Model
Nov06

Power Baseball League: Build a Forms Processing Model

As I may have mentioned, one of the things I love about Nationals baseball is the Presidents Race. Sometimes they race like Mario. Last week we talked about getting started with a Data Import so we want to look at more ways to keep bringing data into the system. That means we are going to build a Forms Processing Model! You may remember our first attempt at the forms processing function… Continue Reading Kylie Kiser’s...

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Omnichannel for Customer Service – Twilio for SMS
Nov06

Omnichannel for Customer Service – Twilio for SMS

Microsoft’s Omnichannel for Customer Service supports two providers for sending SMS, Telesign and Twilio. I have already described the process for Telesign in another post. In this post we will look at how to configure SMS using Twilio. You can view my post on general SMS setup and the Telesign process here. Note: If you wish to use the WhatsApp channel then a Twilio account will also be… Continue Reading Neil...

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Migrate SLAs to Unified Interface
Nov06

Migrate SLAs to Unified Interface

Microsoft have published a tool to help us migrate service level agreements (SLAs) created in the old web client to the newer style SLAs we find in the Unified Interface. In this blog post I will explain what is involved. If you aren’t aware of the update to Service Level Agreements you can read this post, in which I describe how we create the new style SLAs. The two types are very similar but… Continue Reading Neil...

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Projects evolve to create the right solution
Nov06

Projects evolve to create the right solution

Requirements create estimates, estimates create plans, plans create projects, projects create problems because the requirements, estimates, plans and projects were wrong #HoskCodeWisdom IT projects go wrong, you can’t avoid it but you can prepare for mistakes, get feedback helps you learn, improve and create a solution suited to the customer needs. You can’t get all the requirements… Continue Reading Hosk’s Article on...

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Reece Campbell on The Oops Factor
Nov06

Reece Campbell on The Oops Factor

Reece comes on & captivates us with chatting about the joys of ethical hacking, #DevOps, & what can actually occur when using Power Apps Portals as a public website! 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 Reece Campbell on The… Continue Reading...

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An error occurred when processing the security tokens in the message:You are using Ws-Tust authentication which has been deprecated and no longer supported in your environment. Please use oAuth2.0 authentication in Dynamics 365 / CDS
Nov06

An error occurred when processing the security tokens in the message:You are using Ws-Tust authentication which has been deprecated and no longer supported in your environment. Please use oAuth2.0 authentication in Dynamics 365 / CDS

While trying to connect to Dynamics 365 instance through Online Federation authentication type (deprecated) using CDS/ CRM connection manager of KingswaySoft you would get the below error – KingswaySoft.IntegrationToolkit.DynamicsCrm.CrmServiceException: CRM service call returned an error: An error occurred when processing the security tokens in the message:You are using Ws-Tust authentication… Continue Reading Nishant...

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Human Resource Module in BC
Nov05

Human Resource Module in BC

In Business Central, you have a Human Resource Module. You can keep detailed records of your employees information, such as confidential information, qualifications, absences, and contacts. To start using the Human Resources functionality, you must first set up employees and other basic information. You can then associate various codes to an employee, which allows you to filter information… Continue Reading thatnavguy’s...

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SCOTtish summit 2021

On February the 27th Scottish Summit 2021 will come to you as a virtual event. With over 250 sessions from all Microsoft technologies. You need to register for your FREE ticket and download the Scottish Summit App to see all the great sessions.