Power Baseball League: Editing System Views for Model-Driven Apps
Feb13

Power Baseball League: Editing System Views for Model-Driven Apps

Improving the views in your Model-Driven App will make your users like you as much as Hashtag likes the Washington Nationals! It’s time to spend some time improving our Power Baseball League Model-Driven App by editing the System Views. In our previous videos, we worked to get the basics of our app set-up. We added in Contacts, Accounts, and a couple of custom tables for registration data… Continue Reading Kylie...

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Power BI Template Apps – Power BI with Dataverse (D365) Part-2
Feb12

Power BI Template Apps – Power BI with Dataverse (D365) Part-2

 In my earlier blog I had written about connecting with PowerBI and Dataverse (D365) using the CDS or Dataverse connector. You can also use the Power BI template Apps that Microsoft has provided to see your Sales or Service data in PowerBI.com As always there are pre-requisites for using the Apps. They are – 1. You need to have a Power BI – Pro license for all users who want to consume the app… Continue Reading...

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Mark Smith on The Oops Factor
Feb12

Mark Smith on The Oops Factor

Discovering how Mark was actually a ninja in the past (you’ll have to listen to discover how!), the importance of looking after people, and challenges when running a company. 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 Mark Smith on… Continue Reading...

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Dynamics 365 Sales Just Dropped Loads of New Features. Here Are The Ones That Excite Us The Most
Feb11

Dynamics 365 Sales Just Dropped Loads of New Features. Here Are The Ones That Excite Us The Most

Carpenters need tools. Sales teams need software. In ever-complex sales environments, your organization requires the latest technologies to prosper leads, take action from insights, and build customer relationships. Legacy programs won’t cut it. You need software that develops as fast as your sales team does.  The… Continue Reading Tony Pimpo’s Article on their blog Dynamics 365 Sales Just Dropped Loads of New...

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2021 February DC Chapter Meeting
Feb11

2021 February DC Chapter Meeting

Thanks to everyone who joined us for our 2021 February DC Chapter Meeting! If you missed it, check out all the great information that was shared. Great turnout for our 2021 February DC Chapter Meeting! Chapter Updates There were several different chapters within the Washington area region dedicated to different areas of the Power Platform. We recently decided to merge these captures… Continue Reading Kylie Kiser’s Article...

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Creating HTML Email Templates In D365 Customer Voice
Feb11

Creating HTML Email Templates In D365 Customer Voice

You can set up email templates to use when sending out emails requesting feedback via one of your Dynamics 365 Customer Voice surveys. They are pretty easy to create, but did you know you can use HTML you’ve perhaps created elsewhere and just add that in to create a new custom template? Let’s look at how to do this in Customer Voice. First, go to the survey you wish to create a new email… Continue Reading Megan V....

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Microsoft 2021 release wave 1 – what you need to know
Feb11

Microsoft 2021 release wave 1 – what you need to know

Microsoft have just announced its anticipated 2021 release wave 1 for Microsoft Dynamics 365 and Microsoft Power Platform. With hundreds of exciting solution updates, ensure your organisation is prepared for these changes by April 2021. What is Microsoft 2021 release wave 1? Microsoft’s 2021 release wave 1 for Microsoft Dynamics 365 and Microsoft Power Platform is a series of 

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Two-way sync of bookings between Dynamics 365 and Outlook, Part I – Change Notifications
Feb11

Two-way sync of bookings between Dynamics 365 and Outlook, Part I – Change Notifications

Syncing Bookable Resource Bookings between Dynamics 365 and Outlook has been a hot topic since Microsoft officially deprecated the feature. I wrote about syncing bookings to Outlook with Power Automate back in 2019. While a one-way sync has always been fairly easy to achieve, I received a fair amount of feedback that customers are looking for a two-way sync between D365 and Outlook. This has… Continue Reading Antti...

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ACDC 2021 – Hackathon summary
Feb11

ACDC 2021 – Hackathon summary

WOW… Simply WOW. It’s the best way to summarize this years hackathon. Normally this 3 day hackathon is situated in the beautiful hill of Holmenkollen, but this year we were forced to go online for obvious reasons. One little difference we did do was to open up for teams to gather locally at their companies offices. This way we could add a social factor within safety regulations without… Continue Reading Thomas...

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Connecting XrmToolBox to an MFA enabled Dynamics 365 environment | Azure AD
Feb10

Connecting XrmToolBox to an MFA enabled Dynamics 365 environment | Azure AD

It has always been recommended to enable MFA on environments we work on. For developers, it is especially critical that MFA is enabled that developers are also someone who need to connect the https://www.xrmtoolbox.com/ more than ever! Here’s one of the common challenges in being able to connect to an MFA enabled Dynamics 365 instance using XrmToolBox. Register the Dynamics 365… Continue Reading priyeshwagh777’s...

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Clone A  Record
Feb10

Clone A Record

Originally posted on Microsoft Dynamics CRM / 365: Clone A Case Record : Cloning is one of the methods which can reduce the time spent on data entry, particularly if the same case record data being entered is similar. Cloning or Record Copying allows you to create a duplicate record with the same values as the parent… Continue Reading Nishant Rana’s Article on their blog Clone A Record Microsoft Dynamics CRM / 365 Cloning...

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Extracting attachments from Notes in Dynamics 365 / Dataverse
Feb10

Extracting attachments from Notes in Dynamics 365 / Dataverse

There are different ways we can extract attachments from notes. We can write an SSIS Package using the Premium Derived Column component of KingswaySoft https://nishantrana.me/2020/11/09/extract-attachment-from-notes-in-dynamics-365-ce-cds-ssis-kingswaysoft/ XrmToolBox has a wonderful plugin – Bulk Attachment Manager https://www.livingintech.com/2018/02/xrmtoolbox-bulk-attachment-manager.html… Continue Reading Nishant...

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Technician Service Reports
Feb10

Technician Service Reports

Photo by Lukas on Pexels.com Among the latest and greatest in Dynamics 365 Field Service is the introduction of Service Reports. It is very common for service technicians to send a report on maintenance work, installations etc., once the work is completed, with detailed items of products/services, comments, next service date etc. All these information is part of Dynamics 365 Field Service… Continue Reading Ali Khan’s...

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MB-910: Microsoft Dynamics 365 Fundamentals Customer Engagement Apps
Feb09

MB-910: Microsoft Dynamics 365 Fundamentals Customer Engagement Apps

So here’s the thing. There used to be the MB-900 exam, which was the Microsoft Dynamics 365 Fundamentals exam. This was aimed at people who had a small knowledge of Dynamics 365, and it was really the base/entry-level exam into the qualifications for it. However, Dynamics 365 is actually comprised of two ‘parts’. There’s the ‘front office’ part that’s usually referred to as Customer…...

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Improved search experience now adds Quick Actions – 2021 Release Wave 1 – Dynamics 365
Feb09

Improved search experience now adds Quick Actions – 2021 Release Wave 1 – Dynamics 365

Improved search experience added features like easy access of search from within the header https://nishantrana.me/2021/01/12/improved-search-experience-in-dynamics-365-powerapps/ More details and filters option Incremental search or real time suggestions while performing the search Now the 2021 Release Wave 1 adds Quick actions to the search results as shown below. The quick actions… Continue Reading Nishant Rana’s...

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What Can I Do With Power Automate?
Feb08

What Can I Do With Power Automate?

Microsoft Power Automate is your centralized hub for automating business workflows on an enormous scale. The platform brims with features that leverage your favorite apps and services, making it a valuable addition to your tech stack. Collect data. Move data from one app to another. Synchronize files. Generate leads…. Continue Reading Allie Wolf’s Article on their blog What Can I Do With Power Automate? Microsoft Power...

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A New Wave: Everything We Know About Microsoft Power Platform’s Latest Release
Feb08

A New Wave: Everything We Know About Microsoft Power Platform’s Latest Release

Since its inception, Microsoft Power Platform has had a pretty simple M.O. While most backend solutions cater solely to diehard developers and data scientists, Power Platform embraces entrepreneurs like you who want to create and deploy apps, workflows, and reports for business growth. This spectacular software suite… Continue Reading Tony Pimpo’s Article on their blog A New Wave: Everything We Know About Microsoft Power...

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The hybrid workplace of the future
Feb08

The hybrid workplace of the future

The future workplace will be hybrid – combining physical office space with remote working as organisations adjust to the socioeconomic shift accelerated by Covid-19.  Forward-looking organisations are already adapting to a flexible, hybrid way of working, investing in technology that facilitates and unifies secure modern working throughout offices and homes. Physical spaces are

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Dataverse for Teams vs Canvas Apps – Part 1 – Checked vs Default Control Properties
Feb07

Dataverse for Teams vs Canvas Apps – Part 1 – Checked vs Default Control Properties

If you were thinking that Power Apps Canvas Apps and Dataverse for Teams Canvas Apps are just the same – but with a different license and container – well whilst it is mostly true, there is a very big difference:Dataverse for Teams uses a completely different set of Out of the Box controls. They are based on the Fluent UI library.This post will hopefully save someone the time that I’ve spent… Continue Reading...

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Form Access Checker in new Power Apps Form Designer | Model-Driven Apps in Dynamics 365
Feb07

Form Access Checker in new Power Apps Form Designer | Model-Driven Apps in Dynamics 365

Most of us have been used to using the classic form designer as of now. And the Power Apps UI which is in https://make.powerapps.com/ has some important new features. We create forms and we then have to explicitly make sure we have assigned them correct Security Roles and added them to the Apps correctly. So the new Power Apps Form Designer has a very useful feature called as Form Access… Continue Reading priyeshwagh777’s...

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Sexy, Cheap, and Easy
Feb07

Sexy, Cheap, and Easy

“No-one wants to do it. It’s just not sexy” “It’s too expensive” “We don’t have the time to implement it” A sad, familiar story but one that is not strictly true when it comes to implementing Accessibility. The post Sexy, Cheap, and Easy appeared first on Hart of the Midlands. Continue Reading Mike’s Article on their blog Sexy, Cheap, and Easy “No-one wants to do it....

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Exam PL-400 Revision Notes: Modelling Data using Tables, Columns & Relationships in Microsoft Dataverse
Feb07

Exam PL-400 Revision Notes: Modelling Data using Tables, Columns & Relationships in Microsoft Dataverse

Welcome to the fifth post in my series focused on providing a set of revision notes for the PL-400: Microsoft Power Platform Developer exam. We saw how to implement a proper application lifecycle management (ALM) process via Solutions and automation with Azure DevOps in the previous post. Today, we continue with our focus on the Configure Common Data Service area of the exam, by looking at… Continue Reading The CRM Chap’s...

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Power Baseball League: We’re Back!
Feb05

Power Baseball League: We’re Back!

Power Baseball League is back! Welcome back baseball fans! Malcolm and I took some time away to enjoy the holidays. We hope you all had a wonderful holiday season and your 2021 is off to a fabulous start! Both of us have started new jobs in the past couple of months so we’ve each been busy acclimating ourselves to these new roles. We both took the leap into the partner world as… Continue Reading Kylie Kiser’s Article...

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New Tool: Portal Entity Permission Manager
Feb05

New Tool: Portal Entity Permission Manager

Working with Entity Permissions for Power Apps Portals is not always as smooth as you might want it to be. This new tool lets you visually see and work with the different types of permissions and their hierarchies, and makes it easier to get it right the first time. To get started with this XrmToolBox tool, there is a short video tutorial available at:jonasr.app/xtb-school/epm. <div style=”height:46px”...

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Tamara Phelan on The Oops Factor
Feb05

Tamara Phelan on The Oops Factor

Finding out about how Tamara’s family came to get a dog, the joys of dog walking, along with the ‘joys’ of installing major hardware systems back in the day! 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 Tamara Phelan on The Oops… Continue...

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How to copy planner tasks with labels using Graph API
Feb05

How to copy planner tasks with labels using Graph API

I tried to create a flow that copies planner tasks from one plan to another. I came across an issue where standard flow connectors did not support copying labels. I found that this could be implemented using graph API. Here are the steps: Prerequisites Create an app registration in Azure AD < ol>Follow the steps mentioned in the article to register an app in Azure active… Continue Reading Kaushal Kodagoda’s Article on...

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Unit Volume vs Cubage
Feb04

Unit Volume vs Cubage

BC has two places to put Volume or Cubage information: the Item Card and Item Units of Measure. Why and which one to use for your business process ? Item Units of Measure – CubageThe cubage field is automatically calculated from the Item Unit of Measure’s width, length and height and is predominantly used in WMS documents (pick, put-away, movement, etc) to calculate if an item can be… Continue Reading...

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Save Survey Progress In D365 Customer Voice
Feb04

Save Survey Progress In D365 Customer Voice

Creating a carefully crafted survey to send out to your customers can take time. So can filling out that survey! Although you might try to keep it concise, sometimes you need a survey that has a lot of questions and even multiple pages. If it makes sense for your survey, you can now allow for paused responses, where a respondent can complete some of the questions, close the survey and then… Continue Reading Megan V....

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Copy an environment – duration – Dynamics 365
Feb04

Copy an environment – duration – Dynamics 365

Recently as a part of our deployment activity – we had to copy one of our sandbox environment to another. https://docs.microsoft.com/en-us/power-platform/admin/copy-environment And we opted for Customizations and schemas only option We had performed the activity a few days back and that time we opted for Everything (the environment size was around 3-4 GB) , it … Continue reading “Copy an… Continue Reading Nishant...

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Responsive Power Apps – Scaling into the Future of Mobility
Feb03

Responsive Power Apps – Scaling into the Future of Mobility

Now You Can Make Scalable Power Apps That Look Amazing on Any Device Can you remember the last time a website or app didn’t work on your smartphone? Maybe it didn’t load. Or perhaps it didn’t fit the screen. How frustrating was the experience?  This problem happens to us all the time, and it’s infuriating. We’ve noticed… Continue Reading Tony Pimpo’s Article on their blog Responsive Power Apps...

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Out With The Old, In With The New – Microsoft Dataverse
Feb03

Out With The Old, In With The New – Microsoft Dataverse

Introducing Microsoft Dataverse. It’s CDS, But Not as You Know It. No, you haven’t entered another dimension. Common Data Service (CDS) — the data storage system that intensifies Dynamics 365 and Power Platform — has changed its name to Dataverse, part of a bigger rebrand at Microsoft. Dataverse does the same… Continue Reading Tony Pimpo’s Article on their blog Out With The Old, In With The New –...

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Migrating From Salesforce to Dynamics 365 – Here’s What You Need to Know
Feb03

Migrating From Salesforce to Dynamics 365 – Here’s What You Need to Know

So you’re planning a migration from Salesforce to Dynamics 365? Here’s what you need to know about migrating from Salesforce to Dynamics 365 with better results.Salesforce vs Dynamics 365: Why do people migrate to Microsoft Dynamics from Salesforce?The data migration process in general can prove quite challenging,… Continue Reading Tony Pimpo’s Article on their blog Migrating From Salesforce to Dynamics 365...

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PCF Builder Feb 2021 Released
Feb03

PCF Builder Feb 2021 Released

There were some suggestions and improvements asked on the tool that made me work on those and release a new version of PCF Builder for XrmToolBox. Download PCF Builder from XrmToolBox This time focus was on improving the experience with Microsoft Dataverse solution creation and deployment. Support for Publisher Friendly and Unique Name This was requested by William Bittle on… Continue Reading Danish’s Article on their blog...

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Returning to the workplace safely– new Power Platform releases
Feb03

Returning to the workplace safely– new Power Platform releases

Microsoft enhances Return to the Workplace Power Platform solutions, helping organisations use physical space with confidence. Microsoft Power Platform Return to the Workplace (RTW) solutions were created by Microsoft in response to the global pandemic. The solutions were developed to support organisations return to physical spaces while prioritising safety.     Since the… Continue Reading Dilyana Radulova’s Article on...

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Form Component Control in Dynamics 365 / Power Apps
Feb03

Form Component Control in Dynamics 365 / Power Apps

Form Component Control can be used to update the parent record -through Debajit’s blog post, we came to know about it-  https://debajmecrm.com/how-to-edit-a-parent-record-from-child-record-form-in-dynamics-365-dataverse/ Below is our custom entity/table named Sample Entity having contact’s lookup. Let us add one more contact field, specify the Form Component control for it We need to specify… Continue Reading...

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Dynamic Consultants Group and DQ Global Enter into Long-Term Strategic Partnership
Feb02

Dynamic Consultants Group and DQ Global Enter into Long-Term Strategic Partnership

KANSAS CITY, USA. And SOUTHAMPTON, UK., Feb. 1, 2021 – Dynamic Consultants Group and DQ Global announced today that they have entered into agreements for a long-term strategic partnership that is expected to accelerate growth for both companies in the fast-growing, global business applications and cloud computing category. The new, innovative partnership leverages Dynamic Consultants Group… Continue Reading Josh Santiago’s...

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Wave 1 2021 Early Access is now available | Opt-in
Feb02

Wave 1 2021 Early Access is now available | Opt-in

As per MS Docs Key Dates i.e. Feb 1st for 2021 Wave 1 Early Access – https://docs.microsoft.com/en-us/dynamics365-release-plan/2021wave1/#key-dates-for-the-2021-release-wave-1?WT.mc_id=DX-MVP-5003911 Note: Since these are Early Access Features, not all features would necessarily make it to the final Wave 1 2021 release. Kindly try these features in a Sandbox environment only and test the… Continue Reading...

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Azure Resource Manager Templates: An Automated Delivery Review
Feb02

Azure Resource Manager Templates: An Automated Delivery Review

Photo by Noah Implementation Overview ARM templates have become quite commonplace now and are generally regarded as essential to deliver Azure components; and an essential developer/DevOps skill-set. In my previous project, we used ARM templates quite extensively and built up a lot of linked, interdependent architecture that required a fully automated approach. I am going to review the good,… Continue Reading Dan...

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New hope for the retail industry – introducing the Microsoft Cloud for Retail
Feb02

New hope for the retail industry – introducing the Microsoft Cloud for Retail

As the Covid-19 pandemic continues to impact all aspects of our lives, the retail industry remains among the hardest hit. Changes in how we shop are being driven by necessity, as non-essential stores are closed and consumers look for new ways to shop. The Microsoft Cloud for Retail provides new hope for the sector. Many retailers have made significant changes to processes and introduced the… Continue Reading Lynne Hardie’s...

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Finding Employment
Feb02

Finding Employment

I thought that, given it’s now a new year, this would be a topic that could be of use to people.Maybe it’s making all those new years resolutions that fills you with thoughts of new possibilities, but it’s usually around this time that people consider what they want their year to look like, and whether to decide to move employers, or stay in the same place. I frequently get messages on… Continue Reading...

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Assign SLA based on Case creation time
Feb02

Assign SLA based on Case creation time

A few weeks ago I received a question from someone who asked me if it was possible to assign an SLA to a case based on the time of day a case was created. For example if the case was created in the morning between 8AM and 11:59AM it would get the ‘Morning SLA’ attached, and if it was created betweem 12PM and 5PM it would get the ‘Afternoon SLA’Read More Continue Reading Dian Taylor’s Article on their blog...

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Sending an email using AddressUsed attribute of ActivityParty entity in Dynamics 365
Feb02

Sending an email using AddressUsed attribute of ActivityParty entity in Dynamics 365

When it comes to sending an email in Dynamics 365 / CE / CRM, we specify the entity’s record (with email enabled) in to, cc and bcc field of the email activity entity, and then the email address attribute of that particular record is used. We can enable email for a custom entity also. What … Continue reading “Sending an email using AddressUsed attribute of ActivityParty entity in… Continue Reading Nishant...

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Handle Base64 and Binary File Content Types in Power Automate
Feb02

Handle Base64 and Binary File Content Types in Power Automate

Did you know that there are two types of file or image content type used in the input and output parameters? In this post, you will learn how to handle the different types of file content in the cloud flow action parameters. When working with the input and output parameters for file content, you need to provide a value as Binary data type for most of the input parameters (e.g. 

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Changing the customer experience for better customer connections
Feb01

Changing the customer experience for better customer connections

While we may not have adequate measurement, one of the lasting repercussions of shutdowns, closings, quarantines, and widespread work-from-homes due to the pandemic will be to propel a shift toward a B2C-type experience within B2B impacting how customers…(read more) Continue Reading Anantha Ramachandran’s Article on their blog Changing the customer experience for better customer connections While we may not have adequate...

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Power Apps Nights: Securing the Dataverse
Feb01

Power Apps Nights: Securing the Dataverse

It’s my first night class of 2021!What better way to start the new year than with everyone’s favourite topic (well, after licencing) – Security!It’s fun building flashy apps and automation solutions to access all our sparkingly clean data, but we don’t want the wrong people accessing it and making it all dirty do we? Or what if all this data got into the wrong hands? We’d be in a right…...

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Getting started using Power BI with Dataverse (D365) – Part-1
Feb01

Getting started using Power BI with Dataverse (D365) – Part-1

Power BI has become one of the top data visualization tools. In every project that I have worked on, the default option to visualize, analyze and reporting tool with Microsoft Dynamics 365 is Power BI. It is a natural out of the box fit and Microsoft is doing its best to make the default choice with Dataverse.  I have written earlier about D365 and Power BI but in the journey of evolution,  the… Continue Reading...

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RetrieveTotalRecordCount Bookmarklet
Jan31

RetrieveTotalRecordCount Bookmarklet

Counting records in CRM can be tricky and time consumption when there are more than 5.000 records in the table. There are several ways and tools to do this that are already well described in the community. When you are fine with the fact that the numbers you receive are static from a count last night, you can use the RetrieveTotalRecordCount function.There are descriptions in the community… Continue Reading Ben’s Article...

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My Top 5 Release Wave 1 2021 Features for Dynamics 365 and the Power Platform
Jan31

My Top 5 Release Wave 1 2021 Features for Dynamics 365 and the Power Platform

It’s that time of year to ride the wave once more, and see what’s new and upcoming within the Microsoft Business Application space, as part of the 2021 release wave 1 plan! As usual, there is a feast of new functionality to digest; so much that Microsoft has split the content out into two separate sites: Dynamics 365 – This includes our core set of customer engagement (CE) apps, such as Sales… Continue Reading...

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Visualize Adaptive Card for Teams user action within a Cloud Flow | Experimental Feature
Jan30

Visualize Adaptive Card for Teams user action within a Cloud Flow | Experimental Feature

Microsoft Teams’ connector for Cloud Flows (Power Automate), and if you are looking to use Adaptive Cards for Microsoft Teams from the connector. There are chances that you’ll see some options to post an Adaptive Cards to Teams. I’m exclusively covering a Teams’ connector’s Action called as Post an Adaptive Card to a Teams user and wait for a response. But, you also have an improved… Continue...

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Multi-Channel Customer Support
Jan29

Multi-Channel Customer Support

Customer service automation is evolving rapidly, and I experienced this myself this week.  Here is an example of excellent use of multi-channel customer service from SiriusXM Satellite radio.  The entire transaction when smoothly even though it switched between four channels. Channel 1: Mail I received a letter telling me that my SiriusXM Satellite Radio subscription was up for renewal, and my… Continue Reading...

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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.